Customer Service Representative

New
Philippines, US working hoursFull-TimeEntry
Salary336,000 - 612,000 PHP per year
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Job Details

Languages
English
Experience
At least 1 year
Required Skills
Customer serviceTime ManagementCRM

Requirements

  • At least 1 year of proven experience as a Customer Service Representative (Financial Account)
  • Proven Experience in Financial Services and Tax-related industry
  • Excellent English communication skills (at least B2 level)
  • Excellent phone, email, and instant messaging communication skills
  • Solid organizational and time management skills
  • Tech savvy with CRM, cloud services, and VoIP
  • Knowledge of Google Calendar
  • Able to work on a graveyard shift

Responsibilities

  • Handle client onboarding after sales close
  • Manage follow-ups and document collection
  • Answer tax-related questions
  • 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
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336,000 - 612,000 PHP per year
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