43 Financial Services jobs in the Philippines
Financial Services Representative

Posted 2 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Customer Service Representative.
**In this role, you will:**
+ Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
+ Interact with customer service team and perform moderately complex customer support tasks
+ Manage risk by following all policies and procedures and staying abreast of changes to them
+ Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
+ Receive direction from customer service supervisor and escalate non-routine questions
**Required Qualifications:**
+ 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
**Desired Qualifications:**
+ Completed 2nd year in college all units
+ Strong CSAT background
+ Preferred background in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc
**Job Expectations:**
+ Amenable to 100% inbound support role
+ Wiling to work on permanent night shift schedule that follow US holidays
+ Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City
**Posting End Date:**
18 Jul 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-442193
Fresh graduate - Financial Services Representative
Posted 3 days ago
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
Fresh graduate - Financial Services Representative
Posted 15 days ago
Job Viewed
Job Description
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!
Give us a ring, and let’s talk about how we can help you. Apply today!
VP - Operations (BPO Financial Services)
Posted 22 days ago
Job Viewed
Job Description
• Experience: A minimum of 10 years of experience in financial services, with a strong preference for candidates with a background in commercial banking. br>• Education: Bachelor’s degree in Business, Finance, Economics, or a related field; relevant advanced degrees or certifications are a plus.
• Energetic Leadership: Demonstrates an energetic and dynamic approach, characterized by self-motivation, tenacity, and the ability to work independently with minimal supervision. < r>• Effective Presentation Skills: Proven ability to present concepts and findings effectively to senior executives and global business leaders. < r>• Relationship Building: Ability to forge strong relationships across diverse functions and influence stakeholders by providing strategic insights. < r>• Communication Skills: Exceptional written and verbal communication skills, coupled with meticulous attention to detail and a logical thought process. < r>• Analytical Expertise: Strong analytical and problem-solving capabilities, with the ability to distill complex data into concise conclusions and actionable strategies. < r>• Project Management: Excellent organizational and project management skills, with a track record of successfully managing multiple projects and priorities.
Data Entry - Financial Services Representative - BPO
Posted 23 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
Banking and Financial Services - CSR (Back Office)
Posted 1 day ago
Job Viewed
Job Description
br>Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School/ Senior High Graduate/ At least 2nd year College completed < r>
• At least 6 months of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses
HS GRAD Data Entry - Financial Services Representative
Posted 16 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
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Financial Services Representative - Data Entry - HS GRAD
Posted 16 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
Data Entry - Financial Services Representative - HS Grad
Posted 23 days ago
Job Viewed
Job Description
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting