Sr. Client Services Desk

Synlink Recruitment Outsourcing Co. Inc.

NT$17.9-20.5K[月薪]
现场办公 - 达义1-3年经验高中全职
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职位描述

福利待遇

  • 员工表彰与奖励

    业绩加成, 奖励机制

  • 法定福利

    13薪, Pag-Ibig 基金, 带薪假, 菲尔健康, SSS/GSIS

  • 健康保险

    健康维护组织

职位描述

Client Relationship Management:

  1. Serve as the primary point of contact for clients, ensuring effective communication, issue resolution, and proactive support.
  2. Build and maintain long-term relationships with clients by understanding their needs and providing tailored financial solutions.

Issue Resolution:

  1. Handle and resolve client inquiries, concerns, or issues related to financial accounts, ensuring accurate and timely responses.
  2. Work with internal teams to resolve any complex financial issues in a professional and efficient manner.

Client Account Maintenance:

  1. Support the maintenance and management of client accounts, ensuring that all transactions are processed accurately.
  2. Ensure proper documentation and compliance with financial regulations and company policies.

Reporting & Documentation:

  1. Provide regular updates and detailed reports to senior management on client interactions, account status, and any areas of concern.
  2. Keep thorough records of client communications and account activity.

Collaboration: Work closely with other teams (e.g., financial advisors, back-office operations) to ensure seamless service delivery and client satisfaction.

Training & Mentorship: Mentor and guide junior team members, sharing best practices for handling client interactions and resolving financial-related inquiries.

职位要求

  • High School/SHS Graduate
  • Minimum of 2 years experience in financial services or wealth asset management within a BPO setting
  • Strong communication and client-handling skills
  • Willing to work onsite in Taguig
  • Can start ASAP
客户服务金融Mutual FundWealth Asset Management
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Shane Narvadez

Recruitment AssociateSynlink Recruitment Outsourcing Co. Inc.

三天内活跃

工作地址

Taguig. Taguig, Metro Manila, Philippines

发布于 13 June 2025

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