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Senior Analyst - Operations
full-time•Muntinlupa
About this role
Duties and Responsibilities:
- Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, rollovers, and IRAs
- Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
- Contribute to our internal knowledge-based and external FAQs based on customer questions/comments
- Synthesize customer feedback and share with other team-members
Skills and Qualifications
- At least 1 year experience in an account handling US 401ks, rollovers, and IRAs, or KYC outreach (voice) experience, or any other experience as a financial CSR in a voice account
- At least vocational degree or college degree
- Experience working at a BPO is a plus
- Experience working in the financial services industry is a major plus
- Fluent in English with a neutral accent
- Strong interest in helping people achieve their financial goals
- Familiarity with customer service best practices and tools
- Ability to work flexible hours if necessary to solve customers’ problems
- Experience at a startup or similar fast-paced organization, a plus
eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience.
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.
What you'll do
- The Senior Analyst will guide customers through the rollover experience and assist with their inquiries via chat, email, and phone. They will also communicate with financial institutions and contribute to internal knowledge resources based on customer feedback.
About Personiv
OUR PEOPLE, YOUR PRIORITIES
Streamline your finance & accounting team at 50% cost savings with a team as small as one. Hectic month-end close, heaping transactional work and a lack of time and resources does not have to be the norm. Take transactional accounting off your plate, and free up your team for strategic work with top GAAP-compliant accountants offshore, saving more than half with a lean team of one or more.
Our culture is steeped in excellence with a quality stamp that can’t be duplicated. And although we have every credential you’re looking for (think ISO, PCI, the works) what makes our customers so loyal is our dedication to one-on-one service, our flexible approach and our commitment to GETTING IT RIGHT, THE FIRST TIME.
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Frequently Asked Questions
What does a Senior Analyst - Operations do at Personiv?
As a Senior Analyst - Operations at Personiv, you will: the Senior Analyst will guide customers through the rollover experience and assist with their inquiries via chat, email, and phone. They will also communicate with financial institutions and contribute to internal knowledge resources based on customer feedback..
Is the Senior Analyst - Operations position at Personiv remote?
The Senior Analyst - Operations position at Personiv is based in Muntinlupa, Metro Manila, Philippines. Contact the company through Clera for specific work arrangement details.
How do I apply for the Senior Analyst - Operations position at Personiv?
You can apply for the Senior Analyst - Operations position at Personivdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.