Senior Client Services Agent

Job Title: Senior Client Services Agent - Financial Investment Accounts (Voice)

Category: Finance / Wealth Management Support

Location: McKinley Hill, Taguig City (100% Onsite)

Schedule: Graveyard / Night Shift (US hours)

Salary Range: 30,000 - 35,000 gross per month + Joining Bonus

Number of Openings: 8

Key Responsibilities

• Handle inbound and outbound voice interactions with clients and financial advisors regarding investment accounts, transactions, balances, and performance reports.
• Accurately explain complex financial and investment information (stocks, bonds, mutual funds, etc.) in a clear, professional manner.
• Research and resolve issues efficiently following standard processes while escalating out-of-scope concerns when needed.
• Document all interactions with precision and maintain strict confidentiality.
• Contribute ideas for process improvement and participate in ongoin...