Customer Service Specialist

Meet our Client: Optimize Your Career with a Leader in Wealth Management

Optimize Inc., a trusted name in the financial services industry, is committed to empowering clients with wealth management solutions tailored for success. With a focus on innovation, integrity, and customer-centric service, Optimize Inc. has established a reputable position in the financial world. Joining their team means you'll work alongside forward-thinking experts in a supportive environment, helping clients and partners realize their financial goals on a global scale.

Job Description

As a Customer Service Specialist, you will leverage your interpersonal skills and financial industry expertise to manage client interactions and perform essential administrative functions. You will be responsible for answering inquiries, processing service requests, and providing guidance on various investment account typesall through a wealth management-focused CRM. As a detail-oriented, organized professional, you will ensure accurate, efficient support for both clients and internal teams, becoming a valued part of the financial journey for stakeholders.

Empower Financial Success from the Comfort of Home

Employment type: Full-time

Shift: Shifting Schedule

Work setup: Permanent Work From Home

Salary: Up to PHP 48,000

Perks: Day 1 HMO, Above-market salary, Global exposure

Balance and Precision in Every Client Interaction

• Support Optimize employees with general inquiries and process service requests within the CRM
• Execute administrative tasks and updates in CRM systems and with custodians
• Handle phone calls professionally, engaging with various stakeholders to ensure excellent service
• Communicate effectively with internal teams through support tools
• Provide problem-solving assistance and CRM guidance to internal teams

Customer Service with an Eye for Financial Details

Must-Have:

• Minimum of 3-5 years in customer service
• Excellent communication skills with a friendly and engaging personality
• Exceptional attention to detail
• Strong knowledge of investment types and account structures
• Proven ability to prioritize tasks and uphold accuracy under pressure
• Availability to work full-time, in person

Nice-to-Have:

• Experience working with Canadian financial institutions
• Educational background in Business or Finance
• Completion of the Canadian Securities Course (CSC)

Your Growth in Wealth and Well-being Awaits

• Day 1 HMO coverage
• Competitive Salary Package
• Permanent WFH arrangement
• Unlimited upskilling through Emapta Academy courses (Want to know more Visit https://bit.ly/EmaptaTrainingCalendar)
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

Welcome to Emapta Philippines!

Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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