Product Support Agent Financial

About the Role

Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.

This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.

Key Responsibilities

Handle inbound customer support requests via the support portal within established service levels.

Troubleshoot and resolve software and reporting issues related to financial products.

Follow standardized procedures to assess, track, and close support cases efficiently.

Maintain accurate documentation of all case activities and provide timely status updates to clients.

Deliver high client satisfaction through professional, responsive, and accurate support.

Assist in creating and maintaining user guides, FAQs, and internal documentation.

Build deep product expertise and understanding of financial workflows relevant to our solutions.

Qualifications

• 5+ years of professional experience.
• Previous customer service experience; technical support background strongly preferred.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills in English.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Willingness to learn financial concepts and software applications.

Preferred Skills

Customer-first mindset with a passion for delivering exceptional support.

Strong troubleshooting and analytical thinking skills.

Knowledge or experience in real estate, banking, or accounting is a plus.

Interest in testing new features and providing feedback to improve products.

Positive, proactive, and adaptable to change.

Team player who values inclusivity and collaboration.