Client Service Associate | Eastwood

1 week ago

Quezon City, Philippines MicroSourcing Full time

Overview

Position: Client Services Associate

Location: Global One, Eastwood

Work setup & shift: Night shift | Onsite

Why join MicroSourcing

You will be part of a diverse team at a leading offshore managed services provider with a focus on client service excellence.

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 obtain 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 facilitate processing.
  • Schedule client meetings and reviews.
  • Send client gifts for significant life events.
  • Update and maintain client contact information in CRM and 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, ability to work quickly and accurately, and strong computer skills
  • Four-year degree or equivalent work experience
  • 1-3 years of experience
  • Excellent verbal and written communication
  • Up-beat, positive, service-oriented attitude
  • Ability to maintain 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.

We are committed to an inclusive culture that embraces diversity and provides opportunities for growth. We celebrate the unique authentic self of our people and strive to create an environment where everyone can thrive.

For more information, visit

Equal Employment Opportunity

Terms & conditions apply.

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