Client Service Analyst

Join a team focused on delivering outstanding service experiences to wealth banking clients. This role combines client relationship management, transaction support, and problem resolution within a highly regulated financial services environment.

Key Responsibilities

• Act as a primary point of contact for clients and financial advisors.
• Resolve inquiries and service requests efficiently.
• Support daily account servicing and banking transactions.
• Monitor service requests to ensure timely completion.
• Maintain accurate customer records and case documentation.
• Work collaboratively with operational and advisory teams.
• Meet performance, quality, and client satisfaction standards.

Qualifications

• 2 to 3 years of relevant experience.
• Background in Wealth Management, Banking, Investments, or Financial Services.
• Strong analytical and client servicing skills.
• B2 English communication proficiency.
• Flexible to work night shift and onsite in Taguig.

Joining Bonus for successful applicants!