Getwingapp5mo ago
PHP 37500–40500/yr
Customer Success Representative (Financial Services)
OtherCustomer Success Representative
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Quick Summary
Overview
Customer Success Representative (Financial Services) Client Industry: Tax and Financial Services Client Business Overview: The company specializes in tax preparation, client onboarding, and financial services.
Requirements Summary
• 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…
Technical Tools
b2bb2ccustomer-success
Customer Success Representative (Financial Services)
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 we’re looking for a Customer Service Representative to start immediately!
Duties and Responsibilities include, but are not limited to:
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
Qualifications:
• 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
Technical Requirements:
• 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
Benefits:
• 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.
• We have other vacancies that might interest your friends & colleagues. They can check us out at our Jobs Website.
• You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.
Location & Eligibility
Where is the job
Manila, Philippines
Remote within one country
Who can apply
PH
Listed under
Philippines
Listing Details
- Posted
- December 17, 2025
- First seen
- March 26, 2026
- Last seen
- May 18, 2026
Posting Health
- Days active
- 53
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- May 18, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
Getwingapp
lever
Managed virtual assistant service providing remote executive and business support
View company profileSalary
PHP 37500–40500
per year
External application · ~5 min on Getwingapp's site
Please let Getwingapp know you found this job on Jobera.
4 other jobs at Getwingapp
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Customer Success Representative (Financial Services)PHP 37500–40500