Customer Assist Consultant

Summary

Join ConnectOS as a Customer Assist Consultant and provide comprehensive support to customers, managing their accounts from opening to closure. You will be the primary point of contact, handling inquiries promptly and accurately to ensure seamless interactions. This role requires strong communication and problem-solving skills, collaboration within a team, and adherence to company policies and procedures. Responsibilities include handling customer queries, building positive relationships, guiding customers through account processes, and resolving issues. The position offers a competitive salary, comprehensive benefits, and a supportive work environment.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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
• Regular Company Events, Work Life Balance
• Sleeping Quarters, Coffee at no cost
• Office Fitness and Wellness Facilities at no cost