Job Title

Senior Client Services Agent - Financial Investment Accounts (Voice)

Category

Finance / Wealth Management Support

Location

McKinley Hill, Taguig City (100% Onsite)

Schedule

Graveyard / Night Shift (US hours)

Salary Range

₱30,000 – ₱35,000 gross per month + Joining Bonus

Number of Openings

8

We are urgently looking for experienced voice agents to join a global financial services account. You will be the primary point of contact for high-net-worth clients and their financial advisors, providing white-glove support on investment accounts, transactions, portfolio inquiries, and wealth management-related concerns.

Key Responsibilities

• Handle inbound and outbound voice interactions with clients and financial advisors regarding investment accounts, transactions, balances, and performance reports
• Accurately explain complex financial and investment inform...