Job Opening

Customer Service Representative

Job Industry Outsourcing/Offshoring
Job Type Full-Time
Experience Level Associate
Date Posted 2019-12-19
Job Location Subic, Zambales
Company Information DBA Global Shared Services Inc.
Block 2, Lot 79, Waterfront Road Corner Washington Street, Global Industrial Park CBD
Subic Bay Freeport Zone, Zambales
2222
Website: https://www.dbaadvisory.com/
DBA Global Shared Services is an innovative technology company able to provide Premium BPOservices across a range of sectors and industries. The group has particular expertise in: * InvestmentAdministration, * Administration of Australian SMSFs * Cloud based accounting * Paraplanning, * ...
Job Description • Scheduling for financial planner meetings • Assist financial planners with completion and submission of paperwork • Cloud based online filing • Client Relationship Management • Online sales and marketing assistance • Virtual office set up and maintenance • Online research • Client onboarding procedures • Social media, website and other platform maintenance • Coordinate and follow up with product providers, back office & third party custodians via email, phone and other media
Job Qualifications • Must possess a bachelor’s degree in Accountancy/Accounting, Business Management or other related courses
• Preferably with experience in financial products such as life insurance and mutual funds
• PC proficiency in basic online and software programs such as MS Office & G-Drive
• Good oral and written English, organizational skills and attention to detail
• Experience in social media, website and other media/platform maintenance
• Experience with financial products and RFP preferred
• BPO experience preferred
• Excellent in client management, can meet deadlines, perform multiple tasks
• Willing to be assigned in night shift
• Amenable to work on Holidays
• Work assignment will be in Subic Bay Freeport Zone
How to apply to this job Interested applicants may email their resumes to HRD@dbaadvisory.com for consideration.

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