Client Service Associate | Eastwood

2 weeks ago

Quezon City, Philippines MicroSourcing Full time

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Position: Client Services Associate
Location: Global One, Eastwood
Work setup & shift: Night shift | Onsite
Why join MicroSourcing?
You'll Have

Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
Career Growth: Take advantage of opportunities for continuous learning and career advancement.
Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role
As a Client Service Associate , you will:

Send and process paperwork for client engagement.
Manage response tracking and follow-up for event invitations.
Compile client data for onboarding and initial CRM entry.
Send agreements and obtaining signatures via DocuSign.
Facilitate the insurance underwriting and application process for life and disability insurance.
Prepare and manage client documents and meeting folders.
Update clients on the status of applications (insurance, investments, etc.).
Provide administrative support for financial planning activities.
Handle investment paperwork and facilitating processing.
Schedule client meetings and reviews.
Send client gifts for significant life events.
Update and maintain client contact information in CRM and financial
planning tools.
Log and manage compliance-related documentation.
Manage the inflow and outflow of client funds via ACH transactions.
Coordinate the rollover and consolidation of old investment accounts.

What You Need
Non-negotiables

Excellent attention to detail, be able to work quickly and accurately, and possess strong computer skills
Four-year degree or equivalent work experience
1-3 years of experience
Excellent verbal and written communication
Possess an up-beat, positive, service-oriented, and can do attitude
Ability to maintain the confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Proficiency with Microsoft Office and Outlook
Exceptional organization and problem-solving

Preferred Skills/Expertise:

Knowledge of the insurance/financial services industry
Working knowledge of Money Guide Pro, Salesforce, and Orion
Proficient with Office 365
Knowledge of Estate Planning, U.S. tax, and investments a plus

About MicroSourcing
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
Our commitment to 100% YOU
MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.
At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%
For more information, visit & conditions apply Seniority level

Seniority level Mid-Senior level

Employment type

Employment type Full-time

Job function

Job function Customer Service
Industries Outsourcing and Offshoring Consulting

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