Customer Service Associate Philippines | Client Service Associate

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As the firm continues to grow its global presence, the firm is expanding and looking to hire a Customer Service Associate | Client Services Associate to work in its Manila, Philippines office.

The Customer Service Associate is responsible for delivering exceptional service to clients of the investment advisory firm. This role involves handling client inquiries, processing transactions, and collaborating with various internal teams to address client needs. The Customer Service Associate serves as a point of contact...