Client Service Representative

6 days ago


Manila, National Capital Region, Philippines beBeeClient Full time $70,000 - $120,000
Job Title:

A client service professional will be responsible for delivering high-quality services to a diverse range of clients. Key responsibilities include supporting custody and clearing operations, handling daily client queries, and liaising with internal stakeholders.

Key Responsibilities:
  • Support the delivery of excellent client service across all channels, ensuring timely responses to client inquiries.
  • Liaise with clients and internal stakeholders to resolve issues related to transactions, settlements, FX, corporate actions, and KYC requirements.
  • Maintain relationships with clients, performing ACO duties as required.
  • Work with data from multiple sources, identifying trends in large datasets.
  • Perform KYC/client onboarding support, collaborating with CLM and business teams to ensure timely account opening.
Requirements:
  • Bachelor's degree in finance, economics, or a related field, with further qualifications an advantage.
  • Experience in custody, clearing, settlement, and fund services, with a proven track record of client delivery in a financial services environment.
  • Strong problem-solving skills, attention to detail, and ability to interact effectively with diverse stakeholders.
  • Excellent communication skills, with the ability to build strong relationships with clients and colleagues.


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