
Client Service Associate
18 hours ago
This is a unique opportunity to work as a Client Service Associate and be part of a team that provides exceptional service to high net worth clients. As a key member of the Wealth Management team, you will play a vital role in servicing and maintaining client accounts, ensuring their banking needs are met with efficiency and professionalism.
Responsibilities:- Servicing and maintaining client accounts, including managing transactions and ensuring accuracy and completeness of reports, certificates, balances, advices, confirmations, and other documents delivered to clients.
- Providing personalized and efficient service to clients on their banking needs and transactions, ensuring a high standard level of service delivery.
- Maintaining harmonious, trusting, and long-lasting relationships with clients and the Bank, tracking business levels versus targets, and ensuring prompt and efficient servicing of clients' requirements.
- College Graduate of any Business course
- Working knowledge of banking operations and policies
- At least three (3) years experience in investment banking
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Fund Associate
6 days ago
Cebu City, Central Visayas, Philippines Smartsourcing Full timeJoin Smartsourcing as a Fund Associate and turn meticulous accounting into meaningful career momentum Hi We're Smartsourcing, and we're looking for a detail-oriented Fund Associate to join our finance and operations team. In this role, you'll ensure accurate accounting, maintain investor records, and support the smooth running of registry services. If...
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Fund Associate
6 days ago
Cebu City, Central Visayas, Philippines Smartsourcing Solutions Pty Full timeJoin Smartsourcing as a Fund Associate and turn meticulous accounting into meaningful career momentum Hi We're Smartsourcing, and we're on the lookout for a detail-oriented Fund Associate to join our finance and operations team at Smartsourcing. In this role, you'll ensure accurate accounting, maintain investor records, and support the smooth running...
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Customer Service Associate
3 days ago
Cebu City, Central Visayas, Philippines QBE Insurance Full timeOverviewJoin to apply for the Customer Service Associate role at QBE Insurance.DetailsTime Type: Full timeWorker Type: EmployeeRole SummaryThe purpose of this role is to provide customer service and administrative support through email and phone calls, including handling policy documentation, work allocation, and resolving billing inquiries. This role...
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Client Services
2 weeks ago
Bacolod City, Western Visayas, Philippines SM Supermalls Full timeClient Services (Accounting) Officer (SM City Bacolod)The Client Services Officer is responsible for delivering services to customers as part of the finance management team. Their function is to act as liaison and guarantee good communication between branch operations, leasing, and tenants, as well as finance HO. They are the primary point of contact and...
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Lead Client Service Manager
3 days ago
Cebu City, Central Visayas, Philippines beBeeService Full time ₱800,000 - ₱1,200,000Job TitleLead Client Service ManagerAbout the RoleThis position is responsible for leading a team of customer service representatives in delivering exceptional support to clients across multiple brands and products.Key ResponsibilitiesManage a team of customer service representatives, providing guidance and coaching to ensure high-quality service...
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Enhance Client Satisfaction
3 days ago
Cebu City, Central Visayas, Philippines beBeeCustomerService Full time ₱150,000 - ₱250,000Role OverviewAs a customer service associate, you will be the voice of our brand and play a key role in developing personalized and memorable experiences for our clients.You will be responsible for answering customer questions, addressing concerns, and helping them with products or services.We are looking for someone who is passionate about delivering...
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Fund Associate
3 weeks ago
Cebu City, Central Visayas, Philippines Smartsourcing Full timeJoin Smartsourcing as a Fund Associate and turn meticulous accounting into meaningful career momentumHi We're Smartsourcing, and we're looking for a detail-oriented Fund Associate to join our finance and operations team. In this role, you'll ensure accurate accounting, maintain investor records, and support the smooth running of registry services. If you...
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Fund Associate
2 weeks ago
Cebu City, Central Visayas, Philippines Smartsourcing Full timeJoin Smartsourcing as a Fund Associate and turn meticulous accounting into meaningful career momentum Hi We're Smartsourcing, and we're looking for a detail-oriented Fund Associate to join our finance and operations team. In this role, you'll ensure accurate accounting, maintain investor records, and support the smooth running of registry services. If...
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Client Operations Analyst
2 days ago
Cebu City, Central Visayas, Philippines NCR Voyix Full timeOverviewThe role of the Client Operation Analyst (COA) is to assist the Client Operations Lead (COL) in the management of the customer. All these actions will be supervised by the COL, and the COA may be in contact with the COL team, customers, NCR services, NCR sales, finance, T&M, Entitlement, and NCR entities to meet goals on time.Key Areas of...
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Special Project Associate
1 day ago
Cebu City, Central Visayas, Philippines beBeeProject Full time ₱250,000 - ₱500,000Job Title: Special Project AssociateA challenging opportunity has arisen for a highly motivated and organized individual to join our team as a Special Project Associate. As a key member of our organization, you will be responsible for managing various projects, communicating with clients, and ensuring seamless project execution.