Financial Account Representative

EARN UP TO 40k monthly package*
*Depending on your career experience

The Financial Account Representative (Financial, Wealth, and Investment) main job function is to deliver excellent customer service by addressing customer queries/concerns. The job requires documenting all customer interactions accordingly and producing quality service in accordance to set guidelines and key performance indicators. This role is open for those candidate with relevant work experience in handling financial account.

• Answers customer calls and addresses issues/concerns regarding Wealth and Asset Management.
• Assesses customers’ needs/requests by effective information gathering, research, and problem-solving based on standard processes
• Provides accurate and complete needed/requested information following a set of call flows and processes.
• Communicates appropriate options to provide timely and long-term resolution
• Clearly and Accurately Documents/Logs all customer interactions following the quality standard
• Coordinates with higher level of support/tier for the out-of-scope type concerns
• Acts as Subject Matter Experts and mentor junior members of the team
• Participates in special tasks and performs other duties as assigned

Job Requirements:

Educational Background

• At least Senior High School Graduate (K-12) or College Undergrad

Career Experience

• At least 2 years relevant work experience in handling a financial, wealth, and asset management account (i.e., bank, financial institutions, stock brokerage, investment platform, etc)
• Has a good understanding of basic investment terms and financial instruments (i.e., stock, mutual fund, bonds, ETF, etc)
• Candidates with local bank and financial service industry experience are welcome to apply

Skills

• Globally comprehensible communication skills
• Financial industry knowledge
• Ability to document relevant call details clearly and cohesively following quality standards
• Proactive compliance and Knowledge Retention on call flows, directives, and processes
• Ability to deescalate irate or difficult customers
• Basic computer and internet literacy

Others

• Amenable to work onsite in Mckinley, Taguig following a graveyard shift schedule

Job Type: Full-time

Pay: Php30,000.00 - Php40,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Employee stock ownership plan
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Pay raise

Schedule:

• 8 hour shift

Supplemental Pay:

• 13th month salary
• Anniversary bonus
• Bonus pay
• Performance bonus

Application Question(s):

• Are you amenable to work on a graveyard shift and onsite in Mckinley, Taguig?
• How many years of working experience do you have handling a financial, wealth, or asset management account in a local or international company?
• What type of financial, wealth, or asset management account have you handled (i.e, retail banking, investment banking, stock brokerage, insurance, etc)?

Work Location: In person

Expected Start Date: 07/07/2025