| 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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