Location: Metro Manila, National Capital Region, Philippines

Join our dynamic team at Wealth Management and be at the forefront of delivering exceptional customer service. Unlock your potential and make a significant impact by helping our clients navigate their financial journey with confidence.

As a Client Service Analyst (Individual Contributor) in Wealth Management, you will be the primary point of contact for our participants. You will provide exceptional customer service and share your knowledge of our products and services to support customers in their financial journey. Your role will involve communicating with customers via phone and email, resolving queries, and ensuring a memorable experience.

Job Responsibilities:

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.
• Communicate with customers via phone and email to deliver high-quality responses.
• Collaborate with other departments to resolve client queries.
• Adapt communication style to meet customer needs.
• Identify and recommend improvements within the Customer Support function
• Handle challenging conversations, including complaints.

 

Required Qualifications, Capabilities, and Skills:

• Proficient in German and English language both verbal and written
• Excellent customer service skills in telephone and email etiquette
• Strong client focus and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• High level of technical skill in the field of expertise.

• Ability to exercise discretion and judgment.

   

 

Preferred Qualifications, Capabilities, and Skills:

• University degree in Economics, Finance, or equivalent work experience.
• Experience in a customer service role, preferably in financial services.
• Excellent communication skills.
• Empathetic problem solver with a passion for learning.

Additional Information:

• Shift Schedule: APAC or EMEA
• Work Setup: Full Time Onsite

 

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

Deliver exceptional customer service and innovative solutions to empower workplace teams.