Customer Service Representative Financial

We are looking for a Customer Service Representative with experience in financial services, brokerage, investments, fintech, banking, or payments.

Qualifications:

• At least 1 year of customer service experience in voice, chat, email, social media, or blended support.
• Experience in brokerage, investment, banking, fintech, insurance, payments, or cryptocurrency trading.
• Basic knowledge of stock investing, buying/selling, fees, and transaction settlement.
• Experience handling account, transaction, verification, deposits/withdrawals, or order-related concerns.
• Strong English and Filipino communication skills, both written and verbal.
• Experience with CRM, ticketing, or customer support systems.
• Detail-oriented with good computer and data-entry skills.
• Willing to work onsite in Mandaluyong, Monday to Friday.

Responsibilities:

• Handle customer inquiries via voice, chat, email, and social media.
• Assist with account, transaction, order, funding, fees, and investment-related concerns.
• Review and update customer and transaction information accurately.
• Follow KYC, AML, data privacy, and company procedures.
• Escalate complex, compliance, fraud, and technical concerns when needed.
• Provide factual information and do not provide investment advice or stock recommendations.