Client Services Administrator

Overview:The Client Services Administrator will provide high-quality admin support in a financial planning environment, working with tools like Xplan and Asana. Ensure smooth onboarding, accurate client data, and assist with SOAs when needed. You'll be part of and uphold our client's values of clarity, insight, professionalism and partnership by being...

Salary Range: Php 20, ,000Responsibilities:Account ManagementAssist in establishing and nurturing relationships with clients, both new and existing.Support Relationship Managers in managing meeting schedules with clients and internal team members.Apply a consultative approach, understanding client needs and offering appropriate solutions.Assist in...

Gainsight Administration: Serve as the primary system administrator for the Gainsight platform. Handle all aspects of configuration, including creating and managing rules, playbooks, surveys, journey orchestrator, reports, and dashboards. System Optimization: Proactively identify opportunities to improve and enhance the Gainsight environment. Implement and...

A Client Services Manager is responsible for maintaining exceptional relationships with clients to provide best-in-class client experience. The main responsibilities include building rapport and developing strategic relationships with client stakeholders, ensuring all aspects of the client's operations are properly supported, and continually exploring areas...

Shape the future of client service by joining a team dedicated to delivering outstanding experiences and driving client success. Unlock your potential as you collaborate with industry experts and develop your skills in a dynamic, fast-paced environment. Be at the heart of innovation, where your ideas and initiative are valued. Make your mark by building...

.****About TaskUs:**** TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming,...

If you’re a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as a Client Services Officer / financial planning assistant now! What does this role entail? The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their...

Client Services Manager (CSM) Qualifications Applicants must meet the following minimum requirements: Leadership Experience : At least 5 years of progressive leadership or management experience in client services, account management, BPO operations, or a closely related field. Industry Knowledge: Strong background in financial services, wealth management,...

Role Overview The Learning Administration Specialist will play a key role in ensuring smooth operation and delivery of client learning projects, focusing on LMS/LXP management, content administration, reporting, and light instructional or UX support. This role supports a mix of learning platform management and content authoring, helping bridge the gap...

Make your next big career move by applying as KMC Solutions' next CLIENT SERVICES EXECUTIVE – IT BPO We are looking for a proactive and detail-orientedClient Services Executiveto support our growing portfolio of IT and BPO clients. This role is ideal for someone with 2–3 years of experience in client services or account management, who understands the...