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Customer Service Representative – Financial Account at Wing Assistant | JobVerse
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Customer Service Representative – Financial Account
Wing Assistant
Remote
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Customer Service Representative – Financial Account
Philippines
Full Time
5 days ago
$28,000 - $51,000 PHP
No Sponsorship
Apply Now
Key skills
Cloud
VoIP
Go
CRM
Communication
Time Management
Sales
About this role
Role Overview
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
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
Tech Stack
Cloud
VoIP
Go
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
Apply Now
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