Financial Services Liaison Coordinator

6 days ago


Manila, National Capital Region, Philippines AXA Philippines Full time
Role Overview

The Relationship Management Associate will play a key role in developing and maintaining strong relationships with high net worth clients and bank partners.

Responsibilities include:

  • Collaborating with relationship managers to develop and implement effective client service strategies.
  • Preparing and presenting reports to clients and stakeholders.
  • Conducting research and analysis to identify opportunities for growth and improvement.
  • Facilitating client onboarding and processing.
  • Assisting in administrative tasks related to client accounts.

Requirements:

  • College degree in finance, economics or a related field
  • Minimum 2-3 years experience in a similar role
  • Fresh graduates welcome; outstanding academic achievement or extracurricular activities a plus
  • Excellent communication skills
  • Knowledge of current investment trends and market landscape
  • Ability to work under pressure and build rapport with high net worth clients and bank partners
  • Adaptability and commitment to corporate policies


  • Manila, National Capital Region, Philippines LSEG (London Stock Exchange Group) Full time

    LSEG is seeking a highly skilled Financial Services Liaison to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients, stakeholders, and internal teams, and ensuring seamless communication and collaboration across the organization.The successful candidate will have excellent communication...


  • Manila, National Capital Region, Philippines WNS Global Services, Inc. Full time

    We are seeking a communication liaison officer to join our team at WNS Global Services, Inc. As a communication liaison officer, you will be responsible for facilitating communication between clients and internal teams, ensuring seamless communication and coordination.The ideal candidate will have excellent communication skills, be able to work in a...


  • Manila, National Capital Region, Philippines NTT Business Process Outsourcing Full time

    **Position Overview:**We are seeking an enthusiastic and self-motivated individual to join our team as a Customer Service Liaison. As a liaison, you will be the primary point of contact for our Partners and Borrowers, providing top-notch customer service through phone and email inquiries.You will be responsible for resolving issues in a timely and efficient...


  • Manila, National Capital Region, Philippines MindSync Business Solutions Full time

    **Job Title:** Business Services Liaison**Job Summary:** MindSync Business Solutions is seeking a Business Services Liaison to provide administrative support and manage business operations.This role involves scheduling meetings, coordinating travel, and maintaining office correspondence. The ideal candidate will have strong organizational skills, attention...

  • Liaisons

    2 weeks ago


    Manila, National Capital Region, Philippines Top1Movers Worldwide Inc. Full time

    • Coordinate with various departments to ensure timely and accurate information exchange• Maintain detailed records and documentation to support client relationships and project management• Liaises and represents the Company with various shipping lines.• Ensuring all documents for processing are complete and accurate • Other duties that may be...


  • Manila, National Capital Region, Philippines Manpower Outsourcing Services, Inc. Full time

    As an HR Specialist at Manpower Outsourcing Services, Inc., you will play a critical role in managing payroll, billing, and compliance processes for our outsourced employees.You will be responsible for developing and maintaining payroll policies and procedures, coordinating with agency partners, and managing expense reports.Main Responsibilities:Payroll...


  • Manila, National Capital Region, Philippines PJ Lhuillier Group of Companies Full time

    Job Description:PJ Lhuillier Group of Companies is seeking a Financial Services Coordinator to assist in managing and securing our assets.Key Responsibilities:The ideal candidate will be responsible for coordinating financial services, managing logistics requirements, and ensuring compliance with relevant regulations.Requirements:A minimum of a two-year...


  • Manila, National Capital Region, Philippines Filinvest Hospitality Corporation Full time

    Job OverviewWe are seeking a skilled Corporate Financial Services Coordinator to join our team.In this role, you will be responsible for coordinating and supporting our financial services group, including scheduling, data entry, and analysis.Responsibilities:Coordinate and schedule financial reports and statementsEnter and maintain accurate records of...


  • Manila, National Capital Region, Philippines Core Financial Group Pty Ltd Full time

    We are currently seeking a highly skilled Broker Support Professional to join our team at Core Financial Group Pty Ltd. As a key member of our operations, you will be responsible for the efficient processing of mortgage loan applications for Australia.Requirements:Proven experience in Australian Mortgage Loan Processing, including end-to-end loan processing...


  • Manila, National Capital Region, Philippines Shopee Full time

    Shopee is a dynamic and innovative company that is constantly seeking ways to improve our products and services. We are seeking a skilled Financial Services Coordinator to join our team and support our claims processing efforts.Key Responsibilities:Support the claims processing team by coordinating with internal stakeholders and external vendors.Evaluate and...


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

    **About the Role**Private Advertiser is seeking an experienced Administrative Liaison to join our team. As an Administrative Liaison, you will be responsible for providing high-level administrative support to the executive office.Your primary duties will include managing complex calendars, coordinating travel arrangements, and preparing reports and...


  • Manila, National Capital Region, Philippines HR Primo Management Services Full time

    Job Summary:We are seeking a Business Services Coordinator to join our team. As a Business Services Coordinator, you will provide administrative support to our finance team, ensuring the smooth operation of our financial functions.The position involves a range of responsibilities, including maintaining accurate financial records, preparing reports, and...


  • Manila, National Capital Region, Philippines Lexie Staffing Full time

    We are seeking a Customer Service Liaison to provide top-notch support for our clients. In this role, you will serve as the primary point of contact, assisting with inquiries, resolving issues, and delivering comprehensive information about our products and/or services.Key Responsibilities:Respond to client inquiries in a timely and professional...


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

    Job OverviewWe are looking for a results-driven Corporate Liaison Manager to provide exceptional administrative support to our executives at Private Advertiser. The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work independently in a fast-paced environment.Key Responsibilities:Liaison Support: Provide...


  • Manila, National Capital Region, Philippines J-K NETWORK RECRUITMENT SERVICES AND CONSULTANCY, INC. Full time

    We are looking for a skilled Pharmaceutical Industry Liaison to join our team at J-K NETWORK RECRUITMENT SERVICES AND CONSULTANCY, INC. As a Pharmaceutical Industry Liaison, you will be responsible for communicating with pharmaceutical companies, assisting them with their queries, and resolving any issues they may encounter.The ideal candidate will have...


  • Manila, National Capital Region, Philippines Filinvest Land Inc. Full time

    We are seeking an Association Financial Services Coordinator to join our team at Filinvest Land Inc.About the Role:Responsible for coordinating and providing assistance to unit/lot owners' requests (e.g., waiver of penalties, reconciliation of balances).Ensure that all financial transactions are properly recorded and reported in a timely manner.Key...


  • Manila, National Capital Region, Philippines Aventis Technology Full time

    We are seeking a highly skilled Payment Network Liaison to join our team at Aventis Technology. This role will be critical in ensuring the seamless integration of major payment networks (InstaPay, PESONet) and compliance with BSP regulations and industry certifications.As a key member of our fintech launch team, you will coordinate with external financial...


  • Manila, National Capital Region, Philippines DOXA Talent Full time

    About the PositionThe Financial Services Coordinator will be responsible for educating clients on the administration of their plan, reconciling safe harbor plans with deferrals or plans with distributions and loans, and preparing annual reports.Key Responsibilities:Work with clients to obtain the necessary information to prepare the annual reporting.Review...


  • Manila, National Capital Region, Philippines Gentask Virtual Assistance Services Full time

    Gentask Virtual Assistance Services is seeking a qualified and experienced Remote Financial Coordinator to manage financial records, prepare reports, and assist with various accounting tasks. As a key member of our team, you will be responsible for ensuring the accuracy and timeliness of financial transactions.Responsibilities:Manage and maintain financial...


  • Manila, National Capital Region, Philippines AML-Consulting- Ph Financial Consultancy Services Full time

    About UsAt AML Consulting Ph, we are committed to providing high-quality AML/CFT services to our clients. Our team of experts has extensive knowledge and experience in this field, enabling us to offer tailored solutions to meet our clients' needs.We believe in building strong relationships with our clients and government regulators to ensure effective...