Customer Service Specialist
Customer Service Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Meet our Client: Optimize Your Career with a Leader in Wealth Management
Optimize Inc. a trusted name in the financial services industry is committed to empowering clients with wealth management solutions tailored for success. With a focus on innovation integrity and customercentric service Optimize Inc. has established a reputable position in the financial world. Joining their team means you ll work alongside forwardthinking experts in a supportive environment helping clients and partners realize their financial goals on a global scale.
As a Customer Service Specialist you will leverage your interpersonal skills and financial industry expertise to manage client interactions and perform essential administrative functions. You will be responsible for answering inquiries processing service requests and providing guidance on various investment account types all through a wealth managementfocused CRM. As a detailoriented organized professional you will ensure accurate efficient support for both clients and internal teams becoming a valued part of the financial journey for stakeholders.
Shift: Shifting Schedule
Work setup: Permanent Work From Home
Salary: Up to PHP 48000
Perks: Day 1 HMO Abovemarket salary Global exposure
- Support Optimize employees with general inquiries and process service requests within the CRM
- Execute administrative tasks and updates in CRM systems and with custodians
- Handle phone calls professionally engaging with various stakeholders to ensure excellent service
- Communicate effectively with internal teams through support tools
- Provide problemsolving assistance and CRM guidance to internal teams
Requirements
Customer Service with an Eye for Financial Details
MustHave:
- Minimum of 35 years in customer service
- Excellent communication skills with a friendly and engaging personality
- Exceptional attention to detail
- Strong knowledge of investment types and account structures
- Proven ability to prioritize tasks and uphold accuracy under pressure
- Availability to work fulltime in person
NicetoHave:
- Experience working with Canadian financial institutions
- Educational background in Business or Finance
- Completion of the Canadian Securities Course (CSC)
Benefits
Your Growth in Wealth and Wellbeing Awaits
- Day 1 HMO coverage
- Competitive Salary Package
- Permanent WFH arrangement
- Unlimited upskilling through Emapta Academy courses (Want to know more Visit )
- Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
- Exclusive Emapta Lifestyle perks
- Unlimited opportunities for employee referral incentives across the organization
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
Welcome to Emapta Philippines!
Discover a world of possibilities at Emapta where your career takes flight in stability and growth. Join a team that thrives on camaraderie supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration innovation and personal development. We provide you with the platform for your success empowering you to reach new heights in a supportive and inclusive environment.
With a wide roster of international clients from various industries and a proven track record of success Emapta offers a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.
#EmaptaExperience
Customer Service with an Eye for Financial Details Must-Have: Minimum of 3-5 years in customer service Excellent communication skills with a friendly and engaging personality Exceptional attention to detail Strong knowledge of investment types and account structures Proven ability to prioritize tasks and uphold accuracy under pressure Availability to work full-time, in person Nice-to-Have: Experience working with Canadian financial institutions Educational background in Business or Finance Completion of the Canadian Securities Course (CSC)
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
