Analyst – OperationseClerx • Philippines
Analyst – Operations
eClerx • Philippines
18 hours ago
Job descriptionAt least 1 year experience in an account handling US 401ks, rollovers, and IRAs, or KYC outreach (voice) experience, or any other experience as a financial CSR in a voice account At least vocational degree or college degree Experience working at a BPO is a plus Experience working in the financial services industry is a major plus Fluent in English with a neutral accent Strong interest in helping people achieve their financial goals Familiarity with customer service best practices and tools Ability to work flexible hours if necessary to solve customers’ problems Experience at a startup or similar fast-paced organization, a plus
Duties and Responsibilities :
- Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, rollovers, and IRAs
- Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
- Contribute to our internal knowledge-based and external FAQs based on customer questions / comments
- Synthesize customer feedback and share with other team-members
Skills and Qualifications
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Analyst Operations • Philippines
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