Customer Service Representative (Csr)

Department Overview

Wealth & Investment Management is one of the nation’s leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients’ unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies, Investment management and Private banking.

Job Description

VOICE SUPPORT (Inbound)

• Walkthrough the Financial Advisors and Client Associates (internal customers) in opening/closing and other transactions in a brokerage account in the system.
• Provides information to branch on the required documents to transactions in the brokerage account.
• Reviews and approves brokerage account transactions and maintenance documents submitted by the branch through system service requests.
• Educate the Financial advisors and Client associates on how to submit service request in Smart Station.
• Receives, reviews and approves service requests to update brokerage account information.
• Explains policies and procedures related to brokerage services.
• Add/remove account restrictions for upcoming or urgent trades.

VOICE SUPPORT (Outbound)

• Initiates outbound calls to branch (internal customers) if further research or escalation is required to help branch Wells Fargo Advisors team members, financial advisors and client associates.

Essential Qualifications

• Completed at least 2nd year in college and/or Bachelor’s degree in any field
• At least 2 years of voice support experience in a financial industry
• Strong communication skills
• Experience in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc.
• Amenable to permanent night shift that follow US holidays
• Amenable to work onsite in Five Neo, BGC, Taguig City

Job Type: Full-time

Pay: Php30,000.00 - Php40,000.00 per month

Benefits:

• Company Christmas gift
• Company events
• Flextime
• Health insurance
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee

Schedule:

• 8 hour shift
• Night shift

Supplemental Pay:

• 13th month salary

Language:

• English (Required)