Client Success Support

Davao City - Philippines

Monthly Salary: PHP 200 - 200

Experience Required: 4-5years

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Our client is an Australian company seeking detail-oriented and organized individuals to join their team as Client Success Supports in the finance sector. This role is ideal for someone who thrives in a fast-paced collaborative environment and enjoys problem-solving while delivering exceptional customer service.

Job Responsibilities:

Manage high-level emails and respond promptly.

Handle Inbound & outbound calls with professionalism.

Perform data entry with a high accuracy & efficiency.

Maintain and update CRM spreadsheets and other records.

Handle administrative tasks such as filing and triaging emails.

Provide customer support & respond to enquiries.

Collaborate with other departments to ensure smooth operations.

Apply critical thinking to assess client situations identify solutions and improve processes.

Requirements

2 years of experience as B2C CSR for any financial campaigns.

At least 1 year of experience as B2B CSR.

B2 to A1 English Proficiency both verbal and written.

Exceptional attention to detail and accuracy in work.

Strong critical thinking & problem-solving skills.

Strong proficiency in MS Office Suite (Word Excel PowerPoint and Outlook).

Excellent organizational and time-management skills.

Strong communication skills (written & verbal) Fluency in English is a must.

Ability to work independently and collaboratively in a team environment.

Proven experience in data entry administrative tasks and email management.

Previous experience in a similar role is preferred.

Required Skills:

Experience with specific platforms (e.g. Salesforce HubSpot Encompass LendingQB CashAssist) Knowledge of lending regulations (FDIC CFPB GLBA etc.) Familiarity with KYC/AML processes and risk management

Required Education:

Bachelors degree in finance or a related field