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.

• 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