Customer Service Representative Financial

We're looking for a Financial Services Customer Support Specialist with experience in banking, fintech, brokerage, insurance, payments, or other regulated financial services.

Join our team and help clients resolve account-related concerns and navigate an online investment platform.

Key Responsibilities

• Handle customer inquiries via voice, chat, email, and social media.
• Assist with account access, verification, deposits, withdrawals, transaction status, fees, and investment account inquiries.
• Investigate customer concerns, document cases accurately, and escalate complex issues.
• Follow established compliance, KYC, AML, and data privacy procedures.

Qualifications

• At least 1 year of customer service experience in a regulated financial service industry.
• Experience handling financial accounts, payments, or transaction-related concerns.
• Good English and Filipino communication skills.
• Basic understanding of stock investing, transaction fees, and settlement.
• Familiarity with CRM or ticketing systems is an advantage.
• Willing to work onsite in Mandaluyong, Monday to Friday.