Client Service Associate

18 hours ago


Cebu City, Central Visayas, Philippines beBeeClientService Full time ₱800,000 - ₱1,200,000
Job Title: Client Service Associate

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.
Required Skills and Qualifications:
  • 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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