Job Description
Full details about the role and requirements
Yukerja Summary
The Customer Care Associate – Financial Services role at Metacom Careers is curated from Bossjob (category Keuangan & Perbankan). Note the work location (Taguig, National Capital Region, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Job Description
provides customer support for financial products and services by assisting clients with account inquiries, transactions, payment concerns, and general service requests. This role serves as a primary point of contact through phone, chat, email, or other communication channels, ensuring accurate information, timely issue resolution, and a positive customer experience.
The specialist is responsible for handling customer concerns, maintaining accurate account records, processing service requests, and collaborating with internal teams to resolve complex issues. The role requires strong communication skills, attention to detail, problem-solving abilities, and adherence to company policies, regulatory requirements, and data privacy standards.
Responsibilities
Respond to customer inquiries regarding financial accounts, products, services, transactions, and payment-related concerns.
Assist customers with account verification, account maintenance, service requests, and general account support.
Explain financial products, policies, procedures, fees, and available service options in a clear and professional manner.
Process customer requests accurately while maintaining confidentiality and compliance with applicable regulations.
Investigate and resolve customer issues related to billing, payments, transactions, account access, and other service concerns.
Escalate complex or sensitive cases to the appropriate department while ensuring proper follow-up and case ownership.
Document all customer interactions, service requests, and resolutions accurately in company systems.
Maintain compliance with company policies, security procedures, and data privacy requirements when handling customer information.
Collaborate with internal departments to resolve customer concerns efficiently and improve service delivery.
Identify opportunities to recommend appropriate products or services based on customer needs, when applicable.
Deliver professional, empathetic, and customer-focused service to achieve high customer satisfaction.
Meet established performance goals related to quality, productivity, customer satisfaction, attendance, and service level expectations.