Senior Analyst - Operations

eClerx • Philippines, Philippines, Philippines • Posted June 08, 2026

Location Philippines, Philippines

Job Type Full time

Category Business Operations Specialists

Posted June 08, 2026

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
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