Customer Success Representative (Financial Services) at Wing Assistant – Manila

Client Industry: Tax and Financial Services

Client Business Overview: The company specializes in tax preparation, client onboarding, and financial services. They are seeking additional support to streamline client interactions, documentation follow-up, and administrative processes. The business relies heavily on client communication, organized workflows, and software tools like Go High Level and Financial Sense.

Goal: Improve client onboarding efficiency, centralize follow-up processes, reduce communication bottlenecks, and ensure smooth handling of tax-related client questions.

And were looking for a Customer Service Representative to start immediately!

1. Handle client onboarding after sales close

2. Manage follow-ups and document collection

3. Answer tax-related questions (mid-level expertise needed)

4. Coordinate with sales and office teams

5. Manage inbound calls, redirect inquiries, and schedule meetings

6. Maintain communication threads in Go High Level

7. Support administrative projects and database updates

8. Take the extra mile to engage customers

9. Ad hoc tasks

At least 4 years of proven experience as a Customer Service Representative in a B2C or B2B capacity

Proven Experience in Financial Services and Tax-related industry

Excellent English communication skills, both written and verbal (at least B2 level)

Excellent phone, email, and instant messaging communication skills

Solid organizational and time management skills

Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP

Knowledge of online calendars and scheduling (e.g., Google Calendar)

Proactive & confident with keen attention to details

Able to work on a graveyard shift

USB Headset with Noise Cancellation feature

Working Webcam

Computer with at least 1.8 GHz processor and at least 4GB RAM

Main Internet Service Speed: at least 25 Mbps cable connection

Backup Internet Service Speed: at least 10 Mbps

Health Insurance (HMO)

Performance Incentives

Job Security and Stability

Paid Training

Inclusive Culture

Upskilling Opportunities

100% Work-From-Home

Exceptionally Supportive Team

Opportunities for Career Growth

Fun Work Environment

Holiday & Overtime Pay

Schedule: 8:30 AM 5:30 PM Central Time

Location: This is a remote job

Please note:

Only qualified candidates will be invited to take the assessment & scheduled for an interview.

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