Gratitude India

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Client Service Voice Support/Wealth & Banking Service Associate

1 - 2 year(s)

Philippines - Manila

25000 - 37500 Thousand p.m

Job Description

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Role: Finance Executive

Timings: Night Shift (Permanent)

Industry: BPO

Work Mode: Work from office

Functional Area: Accounting / Tax / Company Secretary / Audit

Key Skills:

.NET

Provide professional voice-based client service and problem resolution for wealth and banking clients. Serve as the primary point of contact for client requests, transactional needs, and service concerns through phone and other electronic channels. Handle banking transactions such as transfers, overdrafts, and time-sensitive wire requests while ensuring accuracy and compliance with established procedures. Build professional relationships with Wealth Advisors and internal teams, maintain accurate CRM/Salesforce records, and consistently meet quality, productivity, and service-level standards. �

Note: Gratitude doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@gratitudeindia.com.

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Jesse Emoghware

Recruiter - Gratitude India

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