On-Site | Manila, Philippines

This position will be responsible for handling client inquiries, processing transactions and collaborating with internal teams to address client needs.

Cross Border Wealth is a U.S.

-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.

-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As the firm continues to grow its global presence, the firm is expanding and looking to hire a Customer Service Associate | Client Services Associate to work in its Manila, Philippines office.

The Customer Service Associate is responsible for delivering exceptional service to clients of the investment advisory firm. This role involves handling client inquiries, processing transactions, and collaborating with various internal teams to address client needs. The Customer Service Associate serves as a point of contact for clients, fostering strong relationships and ensuring a positive client experience.

• Respond promptly and professionally to client inquiries via phone, email, or other communication channels.
• Communicate with clients to gather information, address concerns, and provide updates on account status.
• Excellent command of English both verbal and written is essential.

• Process client transactions accurately and efficiently, including account transfers, contributions, withdrawals, and other financial transactions.
• Collaborate with compliance and other departments to ensure adherence to regulatory requirements.

• Assist clients with account setup, maintenance, and updates.
• Update client records with accurate and current information.

• Maintain comprehensive and organized client files, ensuring all documentation is accurate and up-to-date.
• Generate and distribute account statements, reports, and other relevant documents to clients.

• Investigate and resolve client issues or discrepancies in a timely and efficient manner.
• Collaborate with internal departments to address and elevate complex client matters.

• Assist in the onboarding process for new clients, ensuring all necessary documentation is completed and submitted.
• Coordinate with internal teams to facilitate a smooth transition for new clients.

• Bachelor's degree in finance, business, or a related field.
• Previous experience in a Customer Service Associate role within the financial services industry.
• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational and problem-solving abilities.
• Proficient in using MSFT Office, CRM systems and other client management tools.
• Ability to work collaboratively in a team environment.
• Reliable and self-motivated.
• A positive attitude and a strong work ethic.

• Client support
• Administrative support
• Customer-facing roles

Submit your application by filling up the form below.