Customer Service Representative – Financial Account

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the client onboarding process once sales are finalized

• Manage follow-up activities and gather necessary documentation

• Respond to tax-related inquiries (mid-level expertise required)

• Collaborate with sales and office personnel

• Handle incoming calls, redirect inquiries, and arrange meetings

• Maintain communication threads using Go High Level

• Assist with administrative tasks and database updates

• Go the extra mile to engage customers

• Perform ad hoc tasks as needed

⛳️ Requirements

• Minimum of 4 years of demonstrated experience as a Customer Service Representative in either B2C or B2B settings

• Proven experience in the Financial Services and Tax-related sectors

• Exceptional English communication skills, both written and spoken (minimum B2 level)

• Strong communication abilities via phone, email, and instant messaging

• Excellent organizational and time management capabilities

• Tech-savvy and familiar with modern technologies, such as desktop sharing, cloud services, CRM, and VoIP

• Knowledgeable in online calendar management and scheduling (e.g., Google Calendar)

• Proactive and self-assured with a sharp attention to detail

• Willingness to work during graveyard shifts

🏝️ 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