Customer Service Representative (Financial Services)

Customer Service Representative - Financial ServicesIndustry: Tax and Financial ServicesAbout Us: At getwingapp, we are dedicated to providing exceptional tax preparation, client onboarding, and comprehensive financial services. Our mission is to enhance client interactions and streamline administrative processes, ensuring a smooth experience for all our cus…

About Viamericas Viamericas is a licensed money transmission company focused on serving immigrants worldwide. The company offers international money transfers, bill payments, and check processing through thousands of agent locations in the United States and over 287,885 locations in 95 countries. Viamericas is committed to respect, innovation, integrity, and making a positive impact for its customers. Role Overview The Bilingual Vietnamese Customer Service Representative serves as the primary point of contact for customers, agents, and partners. This position handles inquiries and support requests in both Vietnamese and English, ensuring a smooth and positive experience for every interaction. Main Responsibilities Respond to inbound and outbound customer inquiries by phone, email, chat, and SMS in Vietnamese and English Process transactions accurately and efficiently using company systems Document all customer interactions and monitor transaction activities Resolve issues promptly to maintain high customer satisfaction Promote operational efficiency while following company policies and service standards Location This position is based in Manila, National Capital Region, Philippines.

Join Our Team as a Customer Service Representative!At Wing, we are committed to revolutionizing the future of work for businesses around the globe. We aim to be the ultimate solution for companies looking to create exceptional teams and streamline their operations.We are currently seeking a dedicated Customer Service Representative to join our remote team immediately!Duties and Responsibilities:1. Handle inbound and outbound communications with professionalism.2. Address and resolve customer inquiries and concerns in a timely manner.3. Develop and sustain strong relationships with customers through transparent communication.4. Strive for customer satisfaction in every interaction.5. Maintain accurate records of customer interactions and manage customer accounts.6. Adhere to communication guidelines and company policies.7. Go the extra mile to engage with customers and enhance their experience.8. Assist with additional tasks as needed.Qualifications:• Minimum of 1 year of experience as a Customer Service Representative in a B2C or B2B environment.• Strong command of English, both written and spoken (B2 level or higher).• Proficient in phone, email, and instant messaging communication.• Excellent organizational and time management skills.• Technologically savvy, familiar with tools such as CRM systems, VoIP, and cloud services.• Experience using word processing and spreadsheet software (e.g., MS Office).• Knowledge of online scheduling tools (e.g., Google Calendar).• Proactive and detail-oriented.• Willingness to work during graveyard shifts.Technical Requirements:• USB headset with noise-cancellation capability.• Functional webcam.• Computer with a minimum 1.8 GHz processor and at least 4GB RAM.• Primary internet speed of at least 25 Mbps; backup speed of at least 10 Mbps.Benefits:• Health Insurance (HMO)• Performance incentives and rewards.

Emma Sleep is hiring a Bilingual Customer Service Representative with Korean language skills to join the team in Manila. This position centers on supporting Korean-speaking customers and ensuring their questions and concerns are handled promptly. Role overview This role involves assisting customers by answering inquiries, addressing issues, and providing helpful information. The focus is on delivering clear, friendly, and effective service to Korean-speaking clients. What you will do Respond to customer inquiries in Korean Resolve issues and provide solutions efficiently Support customers throughout their experience with Emma Sleep Requirements Fluency in Korean and English Strong communication and problem-solving skills Interest in helping customers and providing quality service

Join our dynamic team at jobmobz1 as a Customer Service Bookkeeper in a fully remote role. In this position, you will be responsible for managing financial records, ensuring accuracy in bookkeeping, and providing exceptional customer service. Your expertise will play a crucial role in maintaining our financial integrity while assisting clients with their inquiries and needs.

Viamericas is a licensed money transmitter specializing in international money transfers, bill payments, and check processing. With a presence in the United States and over 287,885 locations worldwide, the company focuses on supporting immigrants through reliable financial services. Role overview The Agent Support Representative – Vietnam is based in Manila and provides support to customers, agents, and partners. This role manages both inbound and outbound inquiries using phone, email, chat, and SMS, communicating in both Vietnamese and English. The position ensures each interaction meets company service standards and contributes to customer satisfaction. Key responsibilities Handle customer and agent inquiries across multiple channels, including phone, email, chat, and SMS Communicate fluently in Vietnamese and English Process transactions accurately and resolve issues as they arise Document all interactions and monitor transaction activities using internal systems Maintain compliance with company policies and service standards What sets this role apart This position focuses on supporting a global network, ensuring accurate transaction processing, and helping maintain Viamericas’ reputation for integrity and service. The company values respect, innovation, and meaningful contributions from every team member.

About EucalyptusAt Eucalyptus, we are driven by a vision to ensure that good health lasts a lifetime. With over 1 billion individuals living with obesity globally, leading to preventable chronic diseases, our mission is to enhance long-term healthcare.Eucalyptus is the force behind Juniper, a leading weight management program that integrates GLP-1 medication with personalized nutrition, physical activity support, and care from a team of clinicians, including prescribers, nurses, health coaches, pharmacists, and dietitians. Our published clinical research demonstrates that our unique combination of clinical and behavioral strategies allows patients to achieve weight loss during their treatment with Juniper at rates up to four times greater than traditional approaches.Our Growth Journey:Achieved 130% year-over-year revenue growth while reducing cash burn by 90%, raising over $100 million from notable investors including BOND, NewView, Blackbird, and Airtree.Provided support to over 350,000 patients struggling with obesity across five markets.Acknowledged with a selective NICE endorsement to deliver services to the NHS.Customized our offerings for thousands of patients in Germany and Japan.

At NICE, we believe in pushing boundaries and redefining possibilities. Our ambition drives us to be game changers in the industry, and we are committed to excellence in everything we do. If you're a passionate individual looking for a dynamic opportunity to ignite your career, we invite you to join our team.What does the role entail?The Customer Experience Professional Services Engineer is a pivotal customer-facing position responsible for delivering expert solutions and support for NICE's innovative products and services. This role involves the implementation and optimization of AI-driven applications, including chatbots and knowledge assistants, tailored for enterprise contact centers. You will engage directly with clients to understand their needs and provide consultative support to deliver state-of-the-art solutions.Your impact will be significant in the following areas:Technical Implementation:Configure, program, and develop NICE solutions, incorporating AI, NLU, ACD, IVR, ASR, and CRM integrations.Lead the design and development of various AI and bot applications, ensuring they meet client requirements and adhere to industry standards.Optimize and maintain multiple AI bots, including both generative and legacy systems.Implement and enhance AI-driven services, such as knowledge assistant engines and conversational intelligence solutions.Project Management:Collaborate with project managers to design and oversee comprehensive project rollouts.Manage system lifecycle development, including change control processes and risk assessment for enterprise solutions.Facilitate seamless execution of projects through effective inter-departmental coordination and communication.Business Consulting:Offer subject matter expertise on NICE's digital products and AI solutions during client engagements.Conduct thorough business analyses to assess user needs, tailoring solutions and providing industry insights.Champion the integration of AI tools to enhance operational efficiency across various business units.Leadership and Mentorship:Guide and mentor project teams, sharing your expertise while fostering a collaborative atmosphere.Develop comprehensive documentation and processes for new digital products emerging from R&D initiatives.

ABOUT US At Indie Campers, we are transforming the road trip experience by making campervan rentals accessible for everyone. Our digital-first approach and dedication to customer satisfaction have established us as a leader in the travel industry, offering an exceptional booking experience and high-quality road trips at unbeatable prices. With over a million nights booked through our platform, we've welcomed more than 300,000 travelers from 169 countries. Our diverse offerings include short-term RV rentals, long-term campervan subscriptions, and the option to purchase one of our vehicles. Driven by technology and innovation, we face exciting challenges that demand top-tier talent. We are expanding our team and invite those who share our vision to join us on this thrilling journey. THE ROLE As the Team Leader for our On-Trip Support and Roadside Assistance teams, you will manage daily operations and ensure our customers receive outstanding service. You will act as the primary escalation point for complex cases, fostering team performance, compliance, and continuous improvement to uphold our high standards at Indie Campers. This position affords you the opportunity to lead and cultivate a dynamic, customer-centric team while significantly enhancing our customers’ experiences. WHAT WILL YOU WORK ON? Lead, supervise, and mentor the On-Trip Support and Roadside Assistance teams to drive high performance, engagement, and customer care. Conduct one-on-one meetings, performance evaluations, and development conversations. Oversee customer inquiries and manage escalated complaints and complex situations. Supervise coordination of roadside assistance and emergency support cases. Ensure accurate documentation of customer interactions and adherence to established SOPs. Monitor service quality and track key performance metrics such as CSAT, First Response Time, and Resolution Time. Lead corrective and preventive initiatives to enhance service quality and customer satisfaction. Analyze customer feedback to identify areas for improvement.

Role OverviewAs a Service Desk Agent at Datacom, you will play a pivotal role in managing and resolving internal inquiries regarding the maintenance of personal computers and related systems. Your expertise will help ensure seamless operations and high levels of customer satisfaction.Role ResponsibilitiesYour primary responsibilities will include:Generating service desk incident reports and assisting in the evaluation of hardware and software.Analyzing issues, determining approaches, compiling and interpreting data, and providing actionable reports and recommendations.Facilitating communication and coordination between various departments and external partners.Engaging with personnel across all organizational levels to obtain necessary information.Operating with minimal supervision on daily tasks while receiving general guidance on new assignments.Learning and adhering to company policies and procedures under close supervision.Taking necessary precautions to ensure the health and safety of yourself and others.Reporting incidents, hazards, or unsafe practices in accordance with Datacom's policies.RequirementsKnowledgeA strong understanding of technical infrastructure projects and their associated technology dependencies.Proven knowledge of Service Delivery processes.Experience1-2 years in a similar role.SkillsAbility to make informed decisions and demonstrate initiative in assignments.Ability to understand the implications of work and propose viable solutions.Ensuring compliance with budgets, schedules, work plans, and performance standards.Capacity to engage and build relationships with a diverse range of stakeholders and team members.Experience collaborating within large teams to meet organizational objectives.Strong analytical and problem-solving abilities.Exceptional customer relationship management skills.Effective presentation capabilities.Strong verbal and written communication skills to engage with various stakeholders.Consultative mindset and planning expertise.QualificationsBachelor's degree in Business, IT, Science, Engineering, Economics, or a related field.

At NICE, we continually push the boundaries of what's possible. Our ambition drives us to be game changers in the industry, and we're committed to achieving excellence. If you're eager to take on exciting challenges and ignite your passion for innovation, we invite you to explore a remarkable career opportunity with us.What does the role entail?As a Senior Professional Services Engineer, you will be a pivotal customer-facing resource responsible for delivering specialized expertise and solutions surrounding NICE's innovative products and services. This includes implementing, configuring, and optimizing AI-driven applications—such as chatbots, knowledge assistants, and other digital solutions—tailored for enterprise contact centers. The role requires a blend of technical acumen and business insight, necessitating engagement with clients to accurately assess their needs, provide consultative support, and deliver state-of-the-art solutions.

Join our dynamic team at getwingapp as a Sales Development Representative, specializing in Education and Student Loan Services. Based in Manila, Philippines, you will play a crucial role in managing student loan defaults and guiding graduates back to active repayment. Your primary responsibility will involve making outbound calls to students in default, providing them with essential information about their account status, and helping them navigate repayment options. This role is vital in supporting revenue generation through effective student loan management while fostering strong communication with graduates and our internal processing teams.

At NICE, we embrace challenges as opportunities for growth. We are ambitious and committed to excellence, always pushing boundaries while striving for victory. If you share our passion and drive, we invite you to explore a career with us that will ignite your potential.What is this role about?The Senior Client Services Project Manager is responsible for leading complex, enterprise-level implementations of NICE solutions within diverse customer settings. This position requires advanced project management skills, strong consultative abilities, and the capacity to influence and guide clients through substantial, multi-system transformation initiatives. The Senior PM serves as the primary point of accountability for successful project delivery, focusing on scope clarity, solution alignment, risk management, and ensuring a remarkable customer experience throughout all phases of the project.This role demands extensive experience in managing customer-facing projects, particularly those involving integrations with CRM platforms such as Salesforce, Microsoft Dynamics, and ServiceNow, while also leading cross-functional teams across Professional Services, Product, Support, and external partners.

Nice Ltd. is seeking a Lead Professional Services Engineer for the Customer Success team based in Manila, Philippines. This role centers on helping clients gain the most from Nice solutions and ensuring they achieve their goals with the company’s products. Key responsibilities Guide clients through each stage of product implementation, from initial setup to full deployment Share best practices to encourage strong adoption and ongoing use of Nice solutions Lead training sessions that help customers use Nice products with confidence Communicate effectively with both technical and non-technical contacts Requirements Solid technical background and practical experience with enterprise software Ability to explain complex topics to varied audiences Experience supporting customers during onboarding and throughout their journey

Role Overview d2b-1 is hiring an E-Commerce Customer Service Specialist to support our beauty products business. This position is fully remote and based in Manila, Metro Manila, Philippines. What You Will Do Respond to customer questions and resolve inquiries through online channels Handle order issues, including tracking, returns, and exchanges Share accurate product information with customers Support a positive shopping experience for every customer Who We’re Looking For Strong customer service skills Interest in beauty products Clear and friendly communication style Comfort working remotely

Join New Era Technology, where our commitment to putting people first drives everything we do. With a global workforce of over 3,000 dedicated professionals, we strive to cultivate an inclusive environment where every individual feels valued, empowered, and inspired to achieve their personal and professional goals. Our mission is to provide secure, end-to-end technology solutions that connect people, places, and information seamlessly.At New Era, you will immerse yourself in a collaborative culture that emphasizes your growth and development. Work alongside a team of industry-certified experts, benefit from continuous training opportunities, and enjoy a competitive benefits package. Guided by our core values of prioritizing people, fostering continuous learning, and thriving through collaboration and inclusion, we empower our employees to deliver exceptional service to our clients.If you are ready to make a meaningful impact in a supportive and growth-oriented environment, we invite you to apply today and help us shape the future of work—together.What is the roleThe Service Coordinator plays a vital role in ensuring seamless service delivery across various regions by scheduling and overseeing physical security tasks such as access control and video surveillance support. You will collaborate with internal teams, technicians, vendors, and clients to ensure that technical jobs are scheduled accurately, communicated effectively, and executed efficiently. This position directly influences customer satisfaction and operational success on a global scale.The responsibilities of the Service Coordinator include, but are not limited to:Reviewing service tickets and work orders; assigning field technicians based on their location, skill set, urgency, and availability.Monitoring technician check-in/check-out and validating the successful execution of jobs.Preparing and distributing scopes of work along with site-specific requirements (credentials, access badges, etc.).Maintaining and adjusting field schedules; proactively managing shifting priorities.Acting as the first escalation point for service delays and field issues.Responding promptly and professionally to clients, vendors, and internal stakeholders.Tracking service metrics including SLA compliance, margins, start times, and forecast data.Compiling and delivering KPI and operational reports.

Role overview HelloFresh seeks an Outbound Sales Representative for a project-based, remote position in Manila. The main focus involves connecting with customers by phone, encouraging them to keep their memberships active, and reaching out to former customers about reactivating or upgrading their accounts. Depending on project needs, the emphasis may shift between outbound sales, inbound calls, reactivation efforts, or customer service tasks. What you will do Represent HelloFresh in every customer phone interaction Motivate current members to continue their subscriptions Call previous customers to discuss reactivation or upgrades Adjust to different communication channels and sales strategies as the project requires Requirements Enthusiasm and a willingness to bring your own perspective and skills Comfort with engaging customers by phone Openness to learning and adapting to new situations Interest in sales, customer service, or account management HelloFresh welcomes applicants who may not meet every requirement but are confident in their ability to succeed in this role.

To ensure delivery of our communications, please whitelist the domains 'lever.co' and 'hire.lever.co' with your email provider.Job OverviewJoin our dynamic team at getwingapp as a Customer Service Specialist. We are looking for an enthusiastic professional who possesses in-depth knowledge of the GoHighLevel platform and excels in customer engagement through innovative solutions.Key Responsibilities: - Master the GoHighLevel platform, focusing on CRM, email marketing, funnel creation, automation, and chatbot development. - Develop and implement chatbots to enhance lead generation, customer interaction, and support. - Craft visually striking graphics for GoHighLevel campaigns and assets. - Create, customize, and optimize landing pages on the GoHighLevel platform, ensuring modern aesthetics and a superior user experience. - Design sophisticated workflow templates for multi-layered campaigns, including email sequences and automated actions. - Strategize, design, and execute campaigns that align with client objectives. - Produce high-quality deliverables within tight timelines, showcasing exceptional organizational skills. - Maintain a keen eye for detail in both design and technical execution, combined with a creative approach. - Troubleshoot and resolve technical issues related to GoHighLevel, chatbot functionalities, and campaign workflows. - Collaborate effectively with team members and clients to ensure alignment on goals and deliverables.Qualifications: - Proficient in English with exceptional communication skills. - Must be tech-savvy and adaptable to new technologies. - College degree is mandatory. - Mid-level candidates should possess a minimum of 3 years of relevant experience in customer service or technology. - Strong attention to detail and a results-oriented mindset are essential.Benefits:- Comprehensive Health Insurance (HMO) - Performance-Based Incentives - Job Security and Stability - Paid Training Programs - Inclusive Workplace Culture - Opportunities for Professional Development - Fully Remote Work Arrangement - Supportive Team Environment - Career Advancement Opportunities - Positive Work Atmosphere - Holiday and Overtime PaySchedule:Work during US hours (20–40 hours per week), graveyard shift.Location:This is a fully remote position.Note: - Only shortlisted candidates will be invited for assessments and interviews.

To ensure you receive our communications, please whitelist the domains "lever.co" and "hire.lever.co" with your email provider.Disclaimer: This is a general job description for the role mentioned. Specific responsibilities and tools will be clarified during the final interview stage. Please apply only if your location and experience align with the position. We prioritize candidates who can excel in this role!Healthcare Customer Service Representative - TelehealthIndustry: Healthcare / Telehealth – Weight Loss SolutionsLocation & Time Zone: United States (operating on Pacific Time)Client OverviewOur client is a leading telehealth company based in the U.S. that specializes in innovative GLP-1 weight loss treatments, including semaglutide and tirzepatide, available through a convenient subscription model. Operating nationwide, the company facilitates fully remote patient onboarding, treatment management, and medication delivery, currently supporting around 2,000 active patients and onboarding approximately 30 new patients daily.Role ObjectiveWe are looking for dedicated Virtual Assistants to enhance our daily operations by efficiently managing patient intake reviews, appointment scheduling, provider coordination, medication submissions, and maintaining ongoing patient communication and follow-ups.Key Responsibilities:1. Accurately enter data, including completing intake forms and scheduling appointments.2. Proactively contact patients to gather missing information or request additional documentation.3. Upload patient information to the RX portal and manage medication submissions.4. Provide patients with tracking numbers for their medication shipments once dispatched.5. Address patient communications, including FAQs, feedback, concerns, and general inquiries.6. Ensure timely follow-ups and maintain professional communication with patients and internal teams.7. Perform ad hoc tasks as needed.Qualifications:• Minimum of 1-year experience in a Customer Service Representative role within a B2C or B2B environment.• Outstanding English communication skills, both written and verbal (minimum B2 proficiency).• Excellent phone, email, and instant messaging communication abilities.• Strong organizational and time management capabilities.• Tech-savvy with familiarity in using current technologies, such as desktop sharing, cloud services, CRM software, and VoIP systems.• Proficiency with word-processing software and spreadsheets (e.g., MS Office, Google Workspace).

Join Wrist as an IT Service Management Specialist, where you will play a vital role in ensuring the efficient delivery of IT services to our clients. You will be responsible for managing service requests, incidents, and changes while collaborating with cross-functional teams to enhance our service delivery processes.