HIRING: Senior Client Services Agent – Canadian Wealth management
Role-Senior Client Services Agent – Canadian Wealth Management
Onsite | McKinley, Taguig
Night Shift
Salary Package: PHP 40,000 – 50,000 + PHP 3,216 Allowance
We are looking for experienced professionals with strong background in Canadian Wealth Management accounts! If you have solid financial customer service experience, this could be your next big career move
Qualifications:
- College Graduate (Business-related course is a plus)
- Minimum 2 years call center experience supporting Canadian Wealth Management
- Experienced in handling Mutual Funds, Segregated Funds & Specialty Products
- Excellent communication & problem-solving skills
- Can manage complex client concerns professionally
- Willing to work onsite in McKinley, Taguig on a night shift schedule
Job Responsibilities:
Assist Financial Advisors & Clients regarding wealth management products
Handle inquiries across multiple platforms professionally
Resolve escalated client concerns & provide accurate solutions
Maintain quality documentation & compliance standards
Serve as SME / mentor for team members and new hires
Skills Needed:
- Customer Service & Support
- Wealth Management
- Financial Services
- Risk Management
- Active Listening & Communication
- Detail-Oriented & Problem Solving
Apply now before the slots run out!
#HiringNow #BPOJobs #FinancialAccount #WealthManagement #CanadianAccount #TaguigJobs #NightShift #CustomerService #ApplyNow #CareerOpportunity