• Provide exceptional voice support to financial services clients.
• Resolve complex inquiries and issues via phone communication.
• Collaborate with teams to enhance service delivery processes.
• Utilize CRM software to track and document client interactions.
• Conduct training sessions for junior support staff.
• Maintain up-to-date knowledge of financial regulations and products.

• Job title: Sr. Client Services Desk
• Account: Financial - Voice
• Work set up: Open to work both sites (Taguig and/or Ortigas), 100% onsite
• Work schedule: Night shift
• Basic Salary: PHP 35,000 - PHP 40,000 (Depends on the years of experience)
• Job Type: Full Time
• Start date: July 7, 2025

We are having an Open House Recruitment for one of our clients on June 14, 2025, Saturday, 11AM – 7:00PM in One World Square, Florence Way, McKinley Hill, Taguig City.

Qualifications:

• At least 2 years with BPO Financial/ Wealth and Asset Management (WAM) background: PHP 35,000 basic
• At least 3 years with BPO Financial/ Wealth and Asset Management (WAM) background: PHP 40,000 basic
• Candidates must be at least college undergraduates or Senior High School graduates with a minimum of 2 years’ experience handling a solid financial account or a background in asset and wealth management within a BPO setting.
• Ensure the candidate has experience in any of the following financial services or lines of business in a BPO environment: mutual funds, asset and wealth management, life insurance, banking, mortgage, loans (account processing), or stocks and/or managing client’s financial situation.
• Must be willing to attend to the onsite open house recruitment on Saturday