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Customer Service Representative – Financial Account

Customer SupportCustomer SupportFull TimeRemoteSeniorTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

10 days ago

Salary

₱28K - ₱51K / month

Seniority

Senior

Associate Degree4 yrs expEnglishCloudVoIPGo

Job Description

Customer Service Representative – Financial Account

Wing Assistant

• Handle client onboarding after sales close • Manage follow-ups and document collection • Answer tax-related questions (mid-level expertise needed) • Coordinate with sales and office teams • Manage inbound calls, redirect inquiries, and schedule meetings • Maintain communication threads in Go High Level • Support administrative projects and database updates • Take the extra mile to engage customers • Ad hoc tasks

Job Requirements

  • At least 4 years of proven experience as a Customer Service Representative in a B2C or B2B capacity
  • Proven Experience in Financial Services and Tax-related industry
  • Excellent English communication skills, both written and verbal (at least B2 level)
  • Excellent phone, email, and instant messaging communication skills
  • Solid organizational and time management skills
  • Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP
  • Knowledge of online calendars and scheduling (e.g., Google Calendar)
  • Proactive & confident with keen attention to details
  • Able to work on a graveyard shift

Benefits

  • Health Insurance (HMO)
  • Performance Incentives
  • Job Security and Stability
  • Paid Training
  • Inclusive Culture
  • Upskilling Opportunities
  • 100% Work-From-Home
  • Exceptionally Supportive Team
  • Opportunities for Career Growth
  • Fun Work Environment
  • Holiday & Overtime Pay

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