Found Description
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
We are urgently looking for experienced voice agents to join a global financial services account. You will be the primary point of contact for high-net-worth clients and their financial advisors, providing white-glove support on investment accounts, transactions, portfolio inquiries, and wealth management-related concerns.
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 inform...
Ready to Apply?
Submit your application for Senior Client Services Agent at Gratitude Philippines
Apply Now