Client Services Supervisor

Client Services Supervisor Wealth Management and Financial Services

Taguig, National Capital Region ₱ Y Addforce Human Resources Solution Inc.

Job Description

Job Description

Wealth Management and Financial Services

Work Setup and location

• Onsite in Taguig
• Night Shift Schedule

Salary Package:

• 50,000.00 Basic Pay

Your future duties and responsibilities

• Leadership and Team Management – Skilled in managing and developing teams, including goal setting, performance evaluation, and fostering professional growth through coaching and cross-training.
• Coaching and Mentorship – Ability to provide regular, constructive feedback and tailored coaching to support team members\' career development and performance improvement.
• Performance Management – Experience in managing and tracking performance metrics, quality, and productivity to consistently exceed targets and optimize team output.
• Process Improvement and Change Management – Strong skills in identifying, implementing, and driving operational improvements in a collaborative manner.
• Project Management – Ability to manage projects within Client Solutions, providing support for business process initiatives and representing the team in corporate initiatives.
• Client-Focused Mindset – Dedication to creating smooth, positive client experiences and effectively resolving escalated issues with a service-oriented approach.
• Analytical and Data-Driven Decision-Making – Proficiency in capturing, analyzing, and using data to drive informed decision-making, process improvement, and strategic planning.
• Stakeholder Management and Collaboration – Strong relationship-building skills to work effectively with cross-functional teams, ensuring alignment on business objectives and service standards.
• KPI Development and Reporting – Experience in defining, tracking, and reporting KPIs that provide visibility into operational performance and support strategic initiatives.
• Recruiting and Talent Development – Ability to recruit, onboard, and develop team members to meet current and future business needs, ensuring a strong, adaptable team.

Required qualifications to be successful in this role

• Education: College Graduate (preferred) or College Undergraduate
• Minimum of 3 years in a call center environment, with a strong focus on customer service delivery
• 1–2 years of experience supporting wealth management, insurance, or financial management clients/accounts
• At least 2 years in a supervisory or team lead role, preferably in a high-volume service setting
• Excellent management and supervisory skills with the ability to lead, coach, and motivate a team effectively
• Strong verbal and written communication skills, with the ability to engage both clients and team members
• Proven coaching and mentoring capabilities to support the development of customer service representatives
• Wealth and Asset Management (WAM) experience is required

Recruitment Process: Online Process

• Phone Screening Interview and Validation
• HR Interview
• L1 Interview
• L2 Interview Client Interview
• Offer and Onboarding

Job Types: Full-time, Permanent

• Company Christmas gift
• Company events
• Free parking
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor\'s (Preferred)

Experience:

• Wealth Management, Fund Servicing and Fund Accounting: 3 years (Preferred)
• wealth management, insurance, or financial management: 2 years (Preferred)
• supervisory or team lead : 2 years (Preferred)
• WAM: 2 years (Preferred)

Account Management Specialist

Posted today

Job Description

We\'re looking for an ACCOUNTS MANAGEMENT SPECIALIST to join our growing team

ABOUT US

650 Homes is a real estate development company dedicated to building well-designed affordable homes where Filipino families can grow and thrive. We strive to be the most trusted developer in Cavite, setting new standards in home quality and delivering an exceptional home-buying experience.

OVERVIEW

The Accounts Management Specialist is responsible for overseeing the end-to-end buyer journey, from reservation and documentation to loan processing, turnover, and title transfer. This role demands strong leadership in handling escalated concerns, ensuring smooth coordination with banks and government agencies, and implementing process improvements. The ideal candidate has a solid background in mortgage loan processing and customer service, thrives in a structured environment, and is committed to delivering excellent client experiences while supporting the company\'s sales and operational targets.

QUALIFICATIONS

• Must be a graduate of any four-year course.
• At least five (5) years of experience in customer service, with a strong background in mortgage loan processing.
• Experience supervising, mentoring, and training team members.
• With real estate and/or banking industry experience, particularly in loan financing through banks and PAG-IBIG.
• Above average oral and written communication skills.
• Knowledgeable in title transfer processes, including docketing, payment requests, and TIN verification.
• Demonstrated ability to handle escalated transactions independently with minimal supervision.
• Willing to work on-site and/or be on call during weekends and holidays.
• Proven contribution to process improvement initiatives.

RESPONSIBILITIES

• Handle escalated transactions and provide support to team members as needed.
• Evaluate the financial background of prospective buyers to determine eligibility for loan approval.
• Orient buyers on the terms and conditions of property sales.
• Address buyer inquiries and concerns through face-to-face interactions, calls, and electronic channels.
• Check, analyze, and ensure timely submission of complete, accurate, and updated documentation.
• Process various buyer requests and coordinate necessary actions.
• Manage a high volume of loan applications and coordinate with banks and PAG-IBIG for financing processes.
• Coordinate with partner banks regarding the latest policies, promotions, and interest rates.
• Prepare contracts and documentation including Reservation Agreements, Contracts to Sell, Deeds of Sale, and other buyer requirements.
• Monitor buyer payments, send reminders and billing statements, and provide resolution recommendations for payment issues.
• Inspect units before turnover and schedule turnover dates with buyers.
• Assist in the turnover of completed units to new owners.
• Collate and prepare requirements for the transfer of titles from the developer to unit owners.
• Answer inquiries via phone, in person, email, and social media platforms.
• Perform other tasks as may be assigned.

EMPLOYMENT DETAILS

Type: Full-Time

Set-Up: On-Site

Location: Makati City (Main Office) and Tanza, Cavite (Site)

Hours: Monday to Friday (9AM to 6PM)

Salary Range: Php 20,000 to Php 30,000

Job Types: Full-time, Permanent

• Company events
• Health insurance
• Opportunities for promotion

Schedule:

• 8 hour shift

Supplemental Pay:

• Performance bonus

Account Management Assistant

Posted today

Job Description

College graduate of Bachelor\'s in Architecture or any business course

Result oriented, highly motivated, and competent in meeting the sales target and objective

Experience in construction industry and interior fit out is an advantage

A good team player

Job Type: Full-time

Account Management Specialist

Mandaluyong, National Capital Region ₱ - ₱ Y Asticom Technology Inc

Posted today

Job Description

An Account Management Specialist will be responsible for managing medium and large enterprise accounts, ensuring overall client success across subscriptions, renewals, upsells, upgrades, and downgrades. This role involves building and nurturing strong, long-term relationships with key stakeholders, understanding their business needs, and proactively delivering solutions that drive client satisfaction, retention, and growth.

Beyond managing existing accounts, he/ she will actively pitch and close new business opportunities generated through resellers, partners, and sales channels. He/She will work closely with marketing, sales, and channel teams to qualify leads, create customized proposals, and close deals that align with both client objectives and company strategy.

Serving as a strategic bridge between clients and internal teams—including product, operations, support, finance, and legal—this role will ensure clear communication, smooth onboarding, and issue resolution. He/She will help clients maximize the value of their partnership, contributing to long-term revenue growth and stronger client loyalty.

This role is commercially driven, solutions-oriented, and able to balance relationship management with sales execution.

Duties and Responsibilities:

• Manage medium to large enterprise accounts by understanding client needs, building strong, long-term relationships, and clearly communicating the value and benefits of our products and services.
• Coordinate with internal teams to ensure client requirements are met efficiently and effectively.
• Gather, analyze, and study client data and behavior to identify opportunities for upselling, cross-selling, and improving client satisfaction.
• Provide market feedback on our solutions, pricing, promotions, and competitive position to help refine commercial strategies.
• Stay updated on industry trends, competitor activities, and market dynamics; proactively recommend adjustments to market approach and strategy as needed.
• Develop deep knowledge of the company\'s products and services to confidently support clients, including providing assistance with basic troubleshooting.
• Identify and pursue upsell and cross-sell opportunities within the existing client base; build and maintain a strong upselling pipeline and ensure timely closure of new revenue opportunities.
• Drive revenue growth from existing clients while managing and preventing churn through proactive engagement and value delivery.
• Prepare and submit accurate, timely reports and updates via HubSpot (or equivalent CRM tools) to track activities, pipeline progress, and client status.

Basic Qualifications

• Academic Background: A Bachelor\'s Degree in Marketing, Business, IT or any related field.
• Relevant Work Experience: Preferably 1 to 3 years of experience in sales, account management, and/or customer management

Skills and Knowledge:

• Communicate clearly, confidently, and professionally in both written and verbal forms when engaging with clients and internal teams.
• Build and maintain strong, trust-based relationships with clients to support long-term partnerships.
• Identify opportunities to upsell and cross-sell products and services that align with client needs and business goals.
• Address client concerns with urgency and deliver practical, long-term solutions.
• Manage multiple client accounts effectively, meeting deadlines and balancing competing priorities without compromising quality.
• Demonstrate a strong understanding of clients\' industries, operations, and how our solutions drive value.
• Collaborate closely with internal teams including Sales, Product, Operations, and Finance to deliver a unified client experience.
• Maintain accurate records of client interactions, commitments, contract details, and preferences
• Adapt to evolving client requirements, internal changes, or market dynamics with resilience and professionalism.
• Utilize CRM tools, reporting dashboards, and standard office applications (e.g., Excel, PowerPoint) for account tracking and reporting.

Duties and Responsibilities:

• Manage medium to large enterprise accounts by understanding client needs, building strong, long-term relationships, and clearly communicating the value and benefits of our products and services.
• Coordinate with internal teams to ensure client requirements are met efficiently and effectively.
• Gather, analyze, and study client data and behavior to identify opportunities for upselling, cross-selling, and improving client satisfaction.
• Provide market feedback on our solutions, pricing, promotions, and competitive position to help refine commercial strategies.
• Stay updated on industry trends, competitor activities, and market dynamics; proactively recommend adjustments to market approach and strategy as needed.
• Develop deep knowledge of the company\'s products and services to confidently support clients, including providing assistance with basic troubleshooting.
• Identify and pursue upsell and cross-sell opportunities within the existing client base; build and maintain a strong upselling pipeline and ensure timely closure of new revenue opportunities.
• Drive revenue growth from existing clients while managing and preventing churn through proactive engagement and value delivery.
• Prepare and submit accurate, timely reports and updates via HubSpot (or equivalent CRM tools) to track activities, pipeline progress, and client status.

EMPLOYMENT APPLICATION DISCLAIMER:

I certify that the information provided in this application is correct to the best of my knowledge. I understand that falsifying information is grounds for non-acceptance of the application or for discharge should I be hired.

I authorize the company to conduct background checks and contact my previous employers or other character references to verify the information provided in my application documents.

I also allow the organization to use my application for other vacant positions within their company considering that those are still aligned with my qualifications.

In consideration of my employment, I agree to abide by the rules and regulations of the company which may be changed, withdrawn, or interpreted at any time without prior notice.

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Job title

Location

Technical Account Management

Posted today

Job Description

Posting Description:

Posting Description:

Technical Account Manager

We are looking for a dedicated individual to join us as Technical Account Manager at Aon Philippines, offering you a real opportunity to further develop your capabilities.

The Technical Account Manager is responsible for supporting the day-to-day People operations, primarily focused on accurate and timely processing of payroll, compensation, and benefits. This role ensures that employee data is handled with confidentiality and in compliance with company policies and labor regulations. The ideal candidate is a team player with good communication skills, strong attention to detail, and a willingness to learn and grow within a fast-paced multinational environment.

This is a great opportunity to become a fundamental member of a highly professional and diverse team. Aon is a global organization which strives to provide meaningful career paths for its employees. Come on board and reap the rewards.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Ensuring successful renewal of treaty accounts by supporting brokers with their communication with clients and reinsurers
• Responsible for producing the following:

a) Information schedule,

b) treaty slips,

c) quote sheets and market sheets

d) programme schedules and programme schematics

e) broker and compliance checklists

f) cover notes

g) other supporting documentation if necessary

• Cleaning up and analysis of data /statistics aand other underwriting information supporting the negotiation and placement of the account by the broking team
• Handling of special acceptance requests
• Participating in pre and post renewal meetings
• Other incidental duties related to the maintenance of the accounts

How this opportunity is different

This is your opportunity to sell the role What makes Aon and the role different, and more attractive, than our competitors? Bring the role to life by outlining who they will be collaborating with, and equally who will be supporting them

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

Technical Account Management

Makati City, National Capital Region ₱ - ₱ Y Aon Insurance and Reinsurance Brokers Philippines, Inc

Posted today

Job Description

Technical Account Manager

We are looking for a dedicated individual to join us as Technical Account Manager at Aon Philippines, offering you a real opportunity to further develop your capabilities.

The Technical Account Manager is responsible for supporting the day-to-day People operations, primarily focused on accurate and timely processing of payroll, compensation, and benefits. This role ensures that employee data is handled with confidentiality and in compliance with company policies and labor regulations. The ideal candidate is a team player with good communication skills, strong attention to detail, and a willingness to learn and grow within a fast-paced multinational environment.

This is a great opportunity to become a fundamental member of a highly professional and diverse team. Aon is a global organization which strives to provide meaningful career paths for its employees. Come on board and reap the rewards.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Ensuring successful renewal of treaty accounts by supporting brokers with their communication with clients and reinsurers
• Responsible for producing the following:

b) treaty slips,

c) quote sheets and market sheets

d) programme schedules and programme schematics

e) broker and compliance checklists

f) cover notes

g) other supporting documentation if necessary

• Cleaning up and analysis of data /statistics aand other underwriting information supporting the negotiation and placement of the account by the broking team
• Handling of special acceptance requests
• Participating in pre and post renewal meetings
• Other incidental duties related to the maintenance of the accounts

How this opportunity is different

This is your opportunity to sell the role What makes Aon and the role different, and more attractive, than our competitors? Bring the role to life by outlining who they will be collaborating with, and equally who will be supporting them

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

Account Management Specialist

Posted today

Job Description

Key Responsibilities:

• Build and maintain strong client relationships to support long-term partnerships.
• Address client queries and identify opportunities for growth within existing accounts.
• Understand client requirements and proactively provide tailored solutions.
• Act as the primary communication channel between clients and internal teams, ensuring smooth service delivery and issue resolution.
• Bridge the gap between the company and clients, ensuring satisfaction, driving revenue growth, and strengthening business relationships.

Qualifications:

• Bachelor\'s/College Degree in Business Management or related field.
• Relevant experience in client or account management, preferably in the security and reinforcement industry.
• At least 1 year of working experience in a related field.
• Results-oriented, organized, and detail-oriented.
• Strong relationship-building and client-facing skills.
• Strategic thinker with sound decision-making and problem-solving abilities.
• Excellent communication and presentation skills.
• Willing to work in Makati.

Job Type: Full-time

• Additional leave
• Company events
• Health insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Application Question(s):

• Do you have experience in client management in relation with businesses in the security service industry or any related industry? (Required)
• Availability to start (required)
• Reason for exploring opportunity? (Required)
• What is your expected salary range for this role? Feel free to include any benefits or compensation you\'re looking for. (Required)

Experience:

• Account management: 1 year (Preferred)

Location:

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