Cebu (Cebu City) Jobs Financial Services Client Service Specialist Position at TAHCHE Outsourcing Services Inc.

Image TAHCHE Outsourcing Services Inc.
  • Job vacancies posted on: 11 months ago

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We are hiring for the position of Financial Services Client Service Specialist with full time working hours for our company office, TAHCHE Outsourcing Services Inc., for residents of Cebu (Cebu City) and its neighboring areas.

Candidates with expertise in Healthcare & Practitioner/Medical Asst and at least a Not Specified or higher are highly needed. The candidates criteria we are looking for must be trustworthy and disciplined, because our business values a professional and competitive work environment.

Our company provides a competitive salary range of ₱16,000 - ₱38,000, which can be adjusted at the discretion of HRD in our company. This range naturally varies depending on how proficient the candidate credibility can be offered.

We are pleased to announce that our company, TAHCHE Outsourcing Services Inc., is currently open recruitment for candidates who are interested in joining our office company as a Financial Services Client Service Specialist.

Job Info

Company TAHCHE Outsourcing Services Inc.
Position Financial Services Client Service Specialist
Region Cebu (Cebu City)
Career Level Not Specified
Work Experience -
Qualification Not Specified
Type of Work Full-Time
Minimum Salary PHP 16.000
Maximum Salary PHP 38.000

Our US Partner is an independent financial services firm helping individuals create retirement

strategies using various investment and insurance products to custom suit their needs and

objectives.

The Financial Services Client Service Specialist processes new business and services existing

clientele. As an important part of the Service Team, the Client Service Specialist (CSS) will report

directly to the COO and follow established policies and procedures. The CSS will follow

processes in order to keep client workflow organized, compliant, and timely. The CSS will have

professional and respectful communication with clients, Co-Advisor, Clearing Firms, Insurance

Companies, and other 3rd parties that will aid in the business capturing process while

nurturing the client’s relationship with AFG. The Client Service Specialist will be energetic,

organized, and a team player.

This is a full-time role, on a US shift and on a Work From Home set-up.

If you have the right skill set, this may be your opportunity to enter this fast-growing

organization.

DUTIES AND RESPONSIBILITIES:

DAILY

● Respond to all client inquiries on the same day

● Prepare all applications, forms, and authorizations prior to the scheduled meeting

● Be available to enter client meetings including meetings that may be scheduled after

the usual workday and adapt to quick and unplanned alterations

● Execute instructions from the advisor based on decisions made with the client and be

consultative with the client’s questions and concerns; including signing, initialing,

dating physical paperwork or using electronic systems, gathering required paperwork,

and any additional as needed

● Understand required resources: CRM, Firelight, TDA VEO, Fidelity Wealthscape, and

various insurance company websites

● Ensure notes are added to the meeting agenda by 3 pm EST of the day prior to the

scheduled meeting

● Complete tasks with the timeline set and meet deadlines

● Track and maintain records on the progress of all submitted business

WEEKLY

● Attend weekly staff, service, and planning meetings

● Report weekly activities on outstanding business

● Ensure the pending business is efficiently being processed

MONTHLY

● Review monthly reports

QUARTERLY

● Review goals

AS FREQUENTLY NEEDED

● Verify all licensing, training, and registration is in place for the advisor

● Provide onboarding instruction to admin staff

● Proactively correspond with clients regarding outstanding business

QUALIFICATIONS:

PERSONAL SKILLS

● Desire to work with clients

● Organized

● Ability to work in a faced-paced environment

MINIMUM REQUIREMENTS

● Bachelor’s degree

● 3+ years of experience in the financial industry (Retirement Plans)

● Microsoft Office and general clerical procedures.

● Excellent written and oral communication skills

● Ability to organize, prioritize and solve problems

WHAT’S IN IT FOR YOU?

● Full-time permanent position

● Competitive compensation package and benefits

● Be part of a dynamic US Team

● 13th-month pay

● Paid Leaves, commutable to cash

● Health insurance with dental coverage, upon regularization

● Personal development and training opportunities

● Government-mandated benefits (SS, Phil health, Pag Ibig, Maternity or Paternity

leave benefit, Solo Parent Leave, Bereavement leave etc.)

● Employee engagement activities, team outings, sports activities, and events

Follow us on our official social media platforms and be updated with the latest news and hirings!

Facebook: **

Linkedin: **

Instagram: **

TikTok : **

Youtube: **

Apply now and be part of Tahche!

Summary of role requirements:

  • Looking for candidates available to work on weekdays
  • More than 4 years of relevant work experience required for this role
  • Working rights required for this role

Office/Company Address

Country Philippines
Region Central Visayas
City Cebu (Cebu City)
Address 1Nito Tower, TAHCHE Outsourcing Services Inc., Archbishop Reyes Ave, Cebu City, 6000 Cebu, Philippines
Map Google Map

Benefit

  • Get work experience
  • Bonus for overtime
  • Be taught first
  • Good work environment

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Company Description

Tahche Outsourcing Services Inc help global companies expand business and build offshore team in the Philippines. We serve various company from diverese industries such as Engineering, E-commerce, Investment Funds, Information Technology, Law Firms, Real Estate, Mortgage, Digital Marketing Agencies, and others.

We are seeking for talents to join our pool and get hired!

We also offer Work from home jobs!

Company Info

  • Industry: Call Center/IT-Enabled Services/BPO
  • Registration No.: CS201533580
  • Company Size: 201 - 500 Employees
  • Benefits & Others: Dental, Education support, Miscellaneous allowance, Medical, Loans, Parking, Vision, Regular hours, Mondays - Fridays, Business (e.g. Shirts)
This vacancy is suitable for those of you who live in the following areas: Central Visayas