Client Services Manager

1 week ago

Sibulan, Philippines WHR Global Consulting Full time
About the Role:

We are seeking a dynamic Client Services Manager (CSM) to serve as the primary liaison for our key clients. In this client-facing role, you'll be responsible for overseeing the end-to-end relationship, ensuring consistent and exceptional service delivery while balancing client needs with business objectives.

The ideal candidate brings a passion for relationship management, strong organizational skills, and the ability to collaborate cross-functionally to support client success and retention.

Key Responsibilities:
  • Serve as the main point of contact for assigned clients, ensuring a positive and consistent client experience.
  • Manage client accounts, oversee ongoing initiatives, and ensure high levels of satisfaction and retention.
  • Advise clients on strategic use of company services and develop tailored short- and long-term retention strategies.
  • Lead communication across internal teams and clients to ensure efficient, timely responses and project execution.
  • Represent the "voice of the client" in internal planning, helping shape solutions that meet their business goals.
  • Identify opportunities to improve internal processes and service delivery models based on client feedback.
  • Build and maintain strong relationships with clients, stakeholders, vendors, and internal teams.
  • Coordinate and deliver projects on time, within scope and budget, while ensuring alignment with company policies and mission.
  • Ensure communications adhere to regulatory standards and company guidelines.
  • Stay current on industry trends, best practices, and potential impacts to client operations.
  • Proactively anticipate and address potential issues that may impact deliverables or client satisfaction.
  • Develop scalable, repeatable tools and processes to improve efficiency and consistency.
Qualifications:
  • Bachelor's degree in Business, Finance, Accounting, or related field.
  • Minimum of 2 years of client-facing experience in financial services or a similar industry.
  • Strong leadership and influencing skills with the ability to engage across all organizational levels.
  • Excellent verbal and written communication skills with the ability to convey ideas clearly and professionally.
  • Highly organized with the ability to manage multiple projects and priorities effectively.
  • Proficient in Microsoft Office Suite (especially Excel, Word, Outlook), including Microsoft Project or similar tools.
  • Strong attention to detail, professionalism, and problem-solving skills.
  • Demonstrated competencies in ethics, time management, communication, and technical aptitude.
Physical & Work Requirements:
  • Primarily sedentary role involving prolonged periods of sitting and computer work.
  • Must be able to hear, speak, and use vision to perform essential job functions.
  • Occasionally required to lift items up to 35 lbs.
  • Regular use of office equipment such as computers, phones, copiers, etc.
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