Customer Service Representative

Role: Wealth & Banking Service Specialist

Setup: Onsite

Schedule: Night Shift

Location: Taguig

Employment: Fulltime / Regular

Job Description

1. Own the client experience. Be the go-to contact for Wealth clients and advisors — resolving service requests across phone, email, and digital channels with speed and care.

2. Become the expert. Build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts.

3. Solve for complexity. Deliver tailored solutions for high-net-worth clients with multifaceted financial needs — working within compliance and regulatory frameworks with confidence.

Job Qualification

• Associate's degree or higher in Business, Finance, Accounting, Banking, or equivalent — your education is your foundation, not your ceiling.
• At least one year of client service experience in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce is a strong advantage.