Wealth Operations Analyst

Senior Client Services Agent – Financial Account (Voice)
Location: McKinley Hill, Taguig
Work Setup: 100% Onsite
Shift: Night / Graveyard Shift
Employment Type: Full-time

Job Overview

We are looking for an experienced Senior Client Services Agent to handle a financial voice account. The ideal candidate has strong customer service skills, solid BPO voice experience, and confidence in handling financial-related inquiries in a fast-paced environment.

Key Responsibilities

• Handle inbound and outbound customer calls related to financial accounts
• Address client inquiries, transactions, and service requests accurately and professionally
• Resolve customer concerns while ensuring compliance with financial regulations and company policies
• Document call interactions and customer information accurately in the system
• Meet or exceed performance metrics such as AHT, quality scores, and customer satisfaction
• Esc...