Customer Assist Consultant

  • Remote - Philippines

Remote

Customer Service

Mid-level

Job description

Schedule: Monday – Friday (6:00 AM - 3:00 PM PH Time)

Job Summary

The Customer Assist Consultant provides support to customers, managing their accounts from opening through to closure. As a primary point of contact, this role is responsible for handling customer enquiries promptly and accurately, ensuring smooth and seamless interactions. Working closely within a team, the Customer Assist Consultant maintains high service standard to enhance the overall customer experience.

What are we looking for?

Skills Required:

  • 2+ years’ experience in a similar role
  • Experience in customer service, preferably in financial services.
  • Outstanding written and verbal communication skills.
  • Strong attention to detail and problem-solving skills.
  • Collaboration-oriented with the ability to drive results.
  • Ability to work in a team environment and manage individual tasks effectively.

What will you do?

  • Handle and respond to customer queries via email and phone across multiple company brands.
  • Build and maintain positive relationships with customers.
  • Guide customers through account management processes.
  • Address queries and resolve all issues relating to account changes, contract terms and claims processing.
  • Oversee the “in-life” cycle of customer’s accounts from setup through to ongoing support and closure.
  • Comply with company policies and procedures, adhering to privacy and data security guidelines when communicating with customers.
  • Comply with financial and taxation guidelines as directed by the Executive Leadership team.
  • Maintain accurate records of all customer interactions.
  • Work closely with other Customer Assist Consultants and internal teams to manage queries and ensure timely responses to customers.
  • Escalate complex queries to the relevant internal team members as required.
  • Coordinate with internal teams to facilitate account setups and closures.
  • Provide feedback to support overall team efficiency and identify areas for improvement.
  • Develop and maintain Knowledge Hub content.

Join the awesome team and enjoy these benefits & perks:

  • Competitive salary package and annual performance review.
  • Vacation Leave and Sick Leave credit/ allotment.
  • Convertible to cash of unused sick leave.
  • On-Top Leave Credits (Birthday, Emergency and Bereavement Leave).
  • HMO Coverage (Medical, Dental and Group Life insurance).
  • Mandatory Government Benefits and 13th Month Pay.
  • Financial Assistance program through one of the leading FinTech Company in Philippines.
  • We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It’s a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
  • Regular Company Events, Work Life Balance.
  • Sleeping Quarters, Coffee at no cost.
  • Office Fitness and Wellness Facilities at no cost.
  • Accessible location at the heart of Metro Manila — the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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