Client Services Officer

Innovative Australian SME Fintech

Overview:

As an Inbound Client Service Officer, you will play a pivotal role in delivering exceptional customer experiences.

You will be responsible for addressing enquiries, resolving issues, and providing information to our clients, ensuring they receive accurate and timely assistance.

This position requires a strong understanding of financial products and services, excellent communication skills, and a passion for delivering high-quality customer service.

Key Responsibilities:

Customer Support:

• Respond to inbound customer inquiries via phone, email, and chat regarding financial products and services.
• Provide comprehensive information, guidance, and solutions to meet customer needs
  
  

Issue Resolution:

• Investigate and resolve customer concerns, discrepancies, or issues related to financial transactions.
• Ensure timely and effective resolution while adhering to company policies and regulatory guidelines
  
  

Compliance:

• Adhere to all relevant regulatory guidelines and company policies.
• Ensure that customer interactions are conducted in compliance with legal and ethical standards
  
  

Documentation:

• Accurately document customer interactions, issues, and resolutions in the company's CRM system.
• Identify and escalate recurring issues and contribute to continuous improvement initiatives
  
  

Qualifications and Experience:

• Confident spoken and written English
• A positive, helpful, and outgoing personality
• Experience in customer service, preferably in a financial services setting
• Very customer-focused with a commitment to delivering exceptional service
• Proficient in using PC and MS Office tools
• Understanding of Australian Privacy and KYC framework desirable.
  
  

We're Offering:

• Competitive salary (depending on skills and experience)
• Allowances of up to P1,000 per week
• Friendly and supportive team environment.
• Australian business hours (morning/day schedule) Monday to Friday
• Please note, this is a full-time onsite role in Ortigas Center (near Robinsons Galleria)