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Associate - Customer Care at Principal Financial Services, Inc.

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Organizational Skills, Telephone Skills, Critical Thinking, Logical Thinking, Self-Motivation, Teamwork, Multi-tasking, Detail Oriented, Confidentiality, Computer Skills, System Navigation, Independent Judgment

Industry

Financial Services

Description

Responsibilities Collaborate with advisors, firms, and internal partners via phone and email to ensure onboarding and pay questions are answered and/or directed to the appropriate internal teams. Provide real-time support during US hours. Communicate effectively with internal and external customers. Complete necessary documentation in all utilized systems. Represent the company in a professional manner that provides high quality service and encourages long-term relationships. Maintain knowledge of necessary products and services. Adhere to applicable compliance and security rules and regulations. Perform other job-related duties and/or special projects as required. Qualifications 6 months to 1 year customer service work experience Strong communication (intermediate to advanced), customer service, organizational and telephone skills required Excellent critical/logical thinking, application and comprehension Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines Requires proficient computer skills and the ability to efficiently navigate within numerous software and web applications Must possess the ability to obtain the necessary knowledge of applicable business unit systems, work under limited supervision and exercise independent judgment May be required to work non-traditional hours (OT) to meet customer needs

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Responsibilities

The role involves collaborating with advisors, firms, and internal partners via phone and email to resolve onboarding and payment inquiries, ensuring questions are answered or directed appropriately. Responsibilities also include completing necessary system documentation and representing the company professionally to foster long-term relationships.