Customer Service Associate Philippines |
Client Service Associate

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As the firm continues to grow its global presence, the firm is expanding and looking to hire a Customer Service Associate | Client Services Associate to work in its Manila, Philippines office.

The Customer Service Associate is responsible for delivering exceptional service to clients of the investment advisory firm. This role involves handling client inquiries, processing transactions, and collaborating with various internal teams to address client needs. The Customer Service Associate serves as a point of contact for clients, fostering strong relationships and ensuring a positive client experience.

Customer Service Associate Job Description and Responsibilities

Client Communication

• Respond promptly and professionally to client inquiries via phone, email, or other communication channels.
• Communicate with clients to gather information, address concerns, and provide updates on account status.
• Excellent command of English both verbal and written is essential.

Transaction Processing

• Process client transactions accurately and efficiently, including account transfers, contributions, withdrawals, and other financial transactions.
• Collaborate with compliance and other departments to ensure adherence to regulatory requirements.

Account Maintenance

• Assist clients with account setup, maintenance, and updates.
• Update client records with accurate and current information.

Documentation and Record Keeping

• Maintain comprehensive and organized client files, ensuring all documentation is accurate and up-to-date.
• Generate and distribute account statements, reports, and other relevant documents to clients.

Problem Resolution

• Investigate and resolve client issues or discrepancies in a timely and efficient manner.
• Collaborate with internal departments to address and escalate complex client matters.

Client Onboarding

• Assist in the onboarding process for new clients, ensuring all necessary documentation is completed and submitted.
• Coordinate with internal teams to facilitate a smooth transition for new clients.

Customer Service Associate Qualification and Requirements

• Bachelor's degree in finance, business, or a related field.
• Previous experience in a Customer Service Associate role within the financial services industry.
• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational and problem-solving abilities.
• Proficient in using MSFT Office, CRM systems and other client management tools.
• Ability to work collaboratively in a team environment.
• Reliable and self-motivated
• A positive attitude and a strong work ethic
• Calm, polite, and professional behavior

Pay Range and Benefits

• P60,000 to P70,000 monthly pay range
• Health insurance
• Paid leaves and holidays
• Career advancement
• Opportunities for pay increase

Schedule and Work Setup

• 8 hour shift
• Monday to Friday
• Day shift (2pm to 11pm)
• Office-based (Alabang, Muntinlupa)