Customer Assist Team Lead

Summary

Join ConnectOS as a Team Leader and lead a dynamic team of Customer Assist Consultants, providing guidance and support to ensure outstanding customer service. You will manage inbound and outbound customer email queries, oversee the creation of new customer records, and ensure compliance with relevant legislation. This role requires a Bachelor's Degree, 4+ years of AU Financial Services experience, and a strong background in Customer Account Management. ConnectOS offers a competitive salary package, bi-annual vacation leave, convertible unused sick leave, additional leave credits, HMO coverage, government benefits, a 13th-month pay, financial assistance, a referral bonus program, regular company events, complimentary sleeping quarters, coffee, fitness facilities, and an accessible location.

Requirements

• Bachelor's Degree
• 4+ years of AU Financial Services experience
• Strong background in Customer Account Management
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel

Responsibilities

• Lead a dynamic team of Customer Assist Consultants, providing guidance and support to ensure outstanding customer service
• Manage inbound and outbound customer email queries and ensure that customer interactions are handled promptly and professionally
• Oversee the creation of new customer records and ongoing account administration, ensuring accurate and efficient processing
• Ensure compliance with financial, taxation, and privacy legislation across all customer interactions and processes
• Coach and mentor team members, encouraging continuous learning and skill development to enhance both individual and team performance
• Maintain high levels of team motivation and engagement, while driving performance through regular feedback, performance reviews, and team-building initiatives
• Lead the team and ensure that it is delivering top-tier service while managing priorities efficiency

Benefits

• Competitive salary package and annual performance review
• Bi-Annual Vacation 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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA