Client Service Associate

2 days ago


Manila, National Capital Region, Philippines ConnectOS Full time
Our Culture
At ConnectOS, we value diversity, inclusion, and teamwork. We believe in creating a workplace where everyone feels welcome and supported, regardless of their background or perspective.

In this role, you will have the opportunity to contribute to our culture by providing exceptional customer service, collaborating with colleagues, and supporting the growth and development of our team members.

Some of your key responsibilities will include:
  • Data Entry: Assist with accurately entering client details into our aggregation software (Infynity) and completing required forms.
  • Document Management: Help prepare and organise lenders' document checklists for brokers, ensuring client documents are correctly labelled and organised.
  • Lender Communication: Follow up with lenders regarding application statuses and timelines, keeping brokers informed of updates and outstanding requirements.
  • Client Service Support: Complete discharge forms for clients and provide necessary assistance.
  • Settlement Coordination: Assist with managing settlement bookings and ensuring smooth communication.
  • Compliance Support: Learn to complete compliance tasks using internal tools (e.g., Infynity).
  • Task Tracking: Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team.
  • Post-Settlement Assistance: Send confirmation letters and provide clients with payment details after settlement.


Requirements

To succeed in this role, you will require:
  • Strong communication skills.
  • Attention to detail.
  • Team player and positive attitude at work.


Benefits

As a valued member of our team, you will enjoy:
  • A competitive salary package and annual appraisal.
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion).
  • Medical, Dental Coverage and Life insurance from day 1 of employment.
  • Financial Assistance Program.
  • Mandatory Government Benefits and 13th Month Pay.
  • Regular Company Events, Work Life Balance, and Career growth opportunities.


  • Manila, National Capital Region, Philippines Cloudstaff Philippines Inc. Full time

    As a Client Service Associate at Cloudstaff, you'll be the face of our organization, interacting daily with clients and stakeholders to deliver exceptional service and support. Your main goal will be to build strong relationships with customers, fostering trust and loyalty through proactive communication and prompt issue resolution.Responsibilities will...


  • Manila, National Capital Region, Philippines OFFSHORE BUSINESS PROCESSING INC. Full time

    **Job Overview**We are seeking a highly skilled Client Services Associate to join our team at OFFSHORE BUSINESS PROCESSING INC. This is an exciting opportunity to work with a dynamic company and contribute to the success of our clients.The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong...


  • Manila, National Capital Region, Philippines Satellite Office Full time

    About Satellite OfficeSatellite Office is a leading provider of exceptional services to our global clients. Our rich company culture emphasizes collaboration, innovation, and customer satisfaction.We're seeking an experienced Junior Admin Associate to join our team and contribute to our mission of delivering outstanding results. As a valued member of our...


  • Manila, National Capital Region, Philippines ConnectOS Full time

    Job Summary:We are looking for a highly skilled Client Accounting Associate to join our team at ConnectOS. In this role, you will be responsible for providing high-quality bookkeeping and accounting services to our clients.The ideal candidate will have a strong background in accounting and finance, with experience working with QuickBooks and other accounting...


  • Manila, National Capital Region, Philippines Concepts Marketing Services Events Partner Inc. Full time

    We are seeking a talented Client Success Associate to join our team at Concepts Marketing Services Events Partner Inc. As a Client Success Associate, you will play a critical role in ensuring the success of our clients by identifying their needs and developing strategies to meet those needs.The ideal candidate will have excellent communication skills and the...


  • Manila, National Capital Region, Philippines IQVIA Argentina Full time

    Job OverviewAs a Client Service Analyst at IQVIA Argentina, you will play a crucial role in ensuring the success of our clients. Under guidance, you will control the report generation process and provide support to clients daily or as a specialist on specific products/services.Key Responsibilities:1. Ensure contract fulfillment to specifications of basic and...


  • Manila, National Capital Region, Philippines S&P Global Full time

    About the Role:Job Summary: We are seeking a highly motivated and detail-oriented Associate, Client Support to join our team in Manila. As a key member of our Capital IQ Client Services Team, you will be responsible for providing world-class product support and research to our global clients.Main Responsibilities:Answer client inquiries related to finance...


  • Manila, National Capital Region, Philippines Metrobank Full time

    Welcome to Metrobank, where we empower our employees to make a meaningful impact in the lives of our customers and communities.We are looking for a highly skilled and dedicated Relationship Associate to support our Institutional Banking Sector in various locations.Your key responsibilities will include servicing daily requests of clients, maintaining updated...


  • Manila, National Capital Region, Philippines Emapta Full time

    Parking Experience Made EasyAt Emapta, we believe that parking experiences should be seamless and hassle-free. That's why we're committed to providing innovative solutions that enhance urban mobility. As a Customer Service Officer, you will play a critical role in ensuring that our clients receive exceptional service and support.Your ResponsibilitiesProcess...


  • Manila, National Capital Region, Philippines Private Advertiser Full time

    Job Description:The Private Advertiser seeks a highly skilled Client Service Operations Associate - Commercial Banking to join our dynamic team. This individual will play a crucial role in delivering exceptional service to our commercial banking clients, ensuring their needs are met promptly and efficiently.Main Responsibilities:Collaborate with internal...


  • Manila, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time

    **Our Mission**Metrobank is committed to providing innovative banking solutions that meet the evolving needs of our clients. We strive to be a trusted partner in the growth and development of individuals and businesses in the Philippines.We aim to deliver world-class customer service, build long-term relationships with our clients, and contribute to the...


  • Manila, National Capital Region, Philippines Metrobank Full time

    Metrobank is dedicated to empowering our employees to reach their full potential. As a Relationship Associate, you will have access to training and development programs, mentorship, and opportunities for career advancement.Responsibilities:Deliver exceptional customer service, resolving client queries and concerns efficiently.Work collaboratively with...


  • Manila, National Capital Region, Philippines Satellite Office Full time

    Satellite Office is committed to delivering exceptional customer experiences, and we're seeking a skilled Service Operations Associate to join our team!We're looking for an individual with a strong interest in customer service and a passion for delivering outstanding results. As a Service Operations Associate, you will be responsible for providing expert...


  • Manila, National Capital Region, Philippines Juancho S. Ong & Co., CPAs Full time

    **About the Role**We are seeking a highly skilled Financial Services Associate to join our team at Juancho S. Ong & Co., CPAs. As a key member of our accounting department, you will be responsible for providing exceptional financial services to our clients.

  • Service Associate

    2 days ago


    Manila, National Capital Region, Philippines Shangri-La Group Full time

    Requisition ID 149627 - Posted - Philippines - Shangri-La Business Solutions and Services Inc. - Finance - PermanentSHANGRI-LA BUSINESS SOLUTIONS AND SERVICES INC.A shared services company that services the Shangri-La Philippine Properties:Shangri-La at the Fort, ManilaEdsa Shangri-La, ManilaWe are hiring for a Service Associate - Credit.As a Service...


  • Manila, National Capital Region, Philippines Intogreat Solutions Full time

    Are you a motivated individual with a passion for delivering exceptional client service? Do you have experience in NZ Insurance and a strong understanding of relevant Acts and legal obligations?We're seeking a highly skilled and dedicated professional to join our team as an Insurance Support Associate. In this role, you'll work closely with our brokers to...


  • Manila, National Capital Region, Philippines EXL Service Philippines, Inc. Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative for Healthcare Clients to join our team. As a key member of our healthcare division, you will be responsible for providing exceptional customer service to our clients in the healthcare sector.Key Responsibilities:Answer Calls and Inquiries: Respond to calls and...

  • Client Services

    1 day ago


    Manila, National Capital Region, Philippines Satellite Office Full time

    Job Description:The Client Services Coordinator / Events Coordinator plays a vital role in supporting global Account Managers by ensuring seamless execution of branded merchandise programs across multiple markets. This position requires strong coordination, organization, and communication skills to manage product sourcing, quoting, order processing, and...


  • Manila, National Capital Region, Philippines IGT Technologies Philippines, Inc. Full time

    As a TRAVEL SERVICES ASSOCIATE at IGT Technologies Philippines, Inc., you will play a vital role in creating unforgettable travel experiences for our clients.About the JobIn this dynamic position, you will interact with clients to understand their travel preferences and provide personalized recommendations.Main DutiesFoster strong relationships with clients...


  • Manila, National Capital Region, Philippines Empower Full time

    At Empower, we empower individuals to transform their financial lives. Our vision is built on the idea that our people are free to transform theirs.We have a flexible work environment and fluid career paths. Internal mobility is encouraged, and celebrated. We recognize the importance of purpose, well-being, and work-life balance. A welcoming and inclusive...