43 Financial Services jobs in the Philippines

Financial Services Representative

Wells Fargo

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
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
This advertiser has chosen not to accept applicants from your region.

Fresh graduate - Financial Services Representative

National Capital Region, National Capital Region Sapient Global Services

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
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!
This advertiser has chosen not to accept applicants from your region.

Fresh graduate - Financial Services Representative

National Capital Region, National Capital Region Sapient Ph

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
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!
This advertiser has chosen not to accept applicants from your region.

VP - Operations (BPO Financial Services)

Taguig, National Capital Region Quantumgroup Philippines

Posted 22 days ago

Job Viewed

Tap Again To Close

Job Description

Required qualifications to be successful in this role
• 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.
This advertiser has chosen not to accept applicants from your region.

Data Entry - Financial Services Representative - BPO

National Capital Region, National Capital Region Rise Orbit Careers

Posted 23 days ago

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.

Banking and Financial Services - CSR (Back Office)

National Capital Region, National Capital Region Orbit Global Careers

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

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.
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
This advertiser has chosen not to accept applicants from your region.

HS GRAD Data Entry - Financial Services Representative

National Capital Region, National Capital Region DreamTech Careers

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Financial services Jobs in Philippines !

Financial Services Representative - Data Entry - HS GRAD

National Capital Region, National Capital Region AztraTech

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.

Data Entry - Financial Services Representative - HS Grad

National Capital Region, National Capital Region OrbitZ Tech

Posted 23 days ago

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Services Jobs