Director of Client Account Services

3 weeks ago


Manila, National Capital Region, Philippines Gratitude Philippines Full time

Job Title: Client Account Services Director



About the Role



The Client Account Services (CAS) team plays a pivotal role in the onboarding process for DTCC business lines. As the Director of Client Account Services, you will lead the team in collecting necessary documentation, conducting AML and KYC checks, and performing account activations. You will also handle lifecycle changes to client accounts within DTCC internal systems.



Key Responsibilities




  • Translate organizational goals into specific objectives for the function.
  • Provide input to functional strategy and lead the strategic direction.
  • Determine, evaluate, and modify goals as needed to meet the strategic needs.
  • Create and maintain the Team Book of Work and foresee resource demand needs.
  • Lead new initiatives and ensure the team's operational readiness to support new requirements and product offerings.
  • Conduct capacity planning assessments and make recommendations on staffing and location.
  • Continuously revise critical metrics and KRIs to improve client experience.
  • Review client feedback, identify knowledge gaps, and training needs.
  • Apply management reports and metrics to track performance of teams and individuals.
  • Perform talent review, develop high potentials, and drive dedication.
  • Ensure procedures and user guides are up-to-date and the team rigorously adheres to them.
  • Mitigate risk by spotting key errors and demonstrating strong ethical behavior.
  • Drive audit review readiness and represent the function in internal and external audits.
  • Develop controls and monitor adherence to risk management protocols.
  • Own Business Continuity Plans and effectively coordinate operations and client support in the event of a crisis.
  • Ensure accurate client-facing documentation.
  • Demonstrate influence and visibility by representing the function in key events with internal and external partners.
  • Collaborate with other functions and departments to implement process efficiencies and improve client experience.
  • Additional ad-hoc responsibilities as required.


Requirements




  • Bachelor's degree preferred or equivalent experience.
  • Minimum of 10 years of related experience.
  • Experience in leadership/people manager roles; preferably in a multinational environment.
  • Change Driven.
  • Stays current on changes in their own specialist area and seeks out learning opportunities to ensure knowledge is up to date.
  • Invests effort to individually mentor others.
  • Builds collaborative teams across the organization.
  • Communicates openly keeping everyone across the organization advised.


About Gratitude Philippines



Gratitude Philippines is a leading provider of [industry] services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.



What We Offer



As a Director of Client Account Services at Gratitude Philippines, you will have the opportunity to work with a talented team of professionals, develop your leadership skills, and make a meaningful contribution to our organization's success.



How to Apply



Please submit your application, including your resume and a cover letter, to [contact information].



Contact Information



For more information about this role, please contact [name] at [email address] or [phone number].



  • Manila, National Capital Region, Philippines Gratitude Philippines Full time

    Job Title: Client Account Services DirectorGratitude Philippines is seeking a highly skilled and experienced Client Account Services Director to lead our Client Onboarding team. As a key member of our organization, you will be responsible for overseeing the onboarding process for our clients, ensuring seamless integration with our systems, and driving...


  • Manila, National Capital Region, Philippines Gratitude Philippines Full time

    Job Title: Client Account Services DirectorGratitude Philippines is seeking a seasoned professional to lead our Client Account Services team. As a key member of our organization, you will play a crucial role in the client onboarding process, ensuring seamless transitions and exceptional client experiences.Key Responsibilities:Translate organizational goals...

  • Account Director

    1 month ago


    Manila, National Capital Region, Philippines People and Brand Management Services Full time

    Account DirectorThe Account Director plays a pivotal role in leading client accounts within our agency, fostering a strong relationship with clients, and driving business growth. This position requires a unique blend of commercial acumen, creative vision, and leadership skills.Key Responsibilities:Lead client accounts, ensuring profitability and...


  • Manila, National Capital Region, Philippines Gratitude Philippines Full time

    The Client Account Services Director plays a pivotal role in the client onboarding process, primarily focused on non-RDS services. This leadership position involves leading all aspects of a team that works with clients on collecting necessary onboarding documentation, conducting AML and KYC checks, and performing account activations. The team handles...


  • Manila, National Capital Region, Philippines Gratitude Philippines Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Client Services Director to lead our Client Account Services team at Gratitude Philippines. This is a key role that involves overseeing all aspects of client onboarding, ensuring seamless account activations, and driving operational readiness to support new requirements and product offerings.


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

    Account Services SupervisorAt Primer Group of Companies, we are seeking a highly skilled and experienced Account Services Supervisor to join our team. As a key member of our account management team, you will be responsible for delivering exceptional client service and driving business growth.Key Responsibilities:Client Relationship Management: Develop and...


  • Manila, National Capital Region, Philippines TASQ Staffing Solutions Full time

    **Role Overview**:The Director of Operational Excellence will oversee all business process operations, managing senior leaders and ensuring optimal performance across multiple client accounts.**Responsibilities:**Manage 2,000+ FTEs in a third-party BPO environment.Drive process improvements through automation.Thrive in fast-paced, start-up...


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

    Client-facing change management, requirements documentation, system properties programming, quality assurance testing, and training functions for existing clients. Engages clients, documents requirements, sets up and tests system properties, creates user guides, and trains users to utilize the Cisive portal. Plays a key role in executing change management...


  • Manila, National Capital Region, Philippines Reliable Proficiency Search Employment Services Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Director to join our team at Reliable Proficiency Search Employment Services.


  • Manila, National Capital Region, Philippines Ayuda Business Management Solution Inc. Full time

    About UsAyuda Business Management Solution Inc. is a leading provider of innovative management solutions, dedicated to empowering businesses to reach new heights.Salary: $80,000 - $110,000 per annum (based on location and experience)Job Description:We are seeking an exceptional Sr. Client Experience Manager to join our dynamic team. In this role, you will be...


  • Manila, National Capital Region, Philippines Phil-First Human Resources and Services (FHRS) Inc. Full time

    Job Title: Business Development DirectorAt Phil-First Human Resources and Services (FHRS) Inc., we are seeking a highly skilled Business Development Director to lead our branch operations. This is a challenging role that requires strong leadership, financial management, and sales skills.Key Responsibilities:Leadership: Supervise, mentor, and develop branch...


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

    Job OverviewWe are seeking a highly skilled Senior Client Relationship Manager to join our team at Primer Group of Companies.About the RoleThe successful candidate will be responsible for developing and maintaining strong, long-term relationships with key clients. This includes leading client meetings, presentations, and strategic discussions, as well as...


  • Manila, National Capital Region, Philippines RecruiterPH Full time

    Job DescriptionThis role is responsible for developing and maintaining strong relationships with assigned clients and their stakeholders.The Technical Account Manager will oversee all technical aspects of client projects, including technology health, and gain a thorough understanding of the client's IT environment and initiatives.The ideal candidate will...


  • Manila, National Capital Region, Philippines TASQ Staffing Solutions Full time

    Job Title: Crew Operations DirectorEstimated Salary: $80,000 - $110,000 per annumAbout the Role:We are seeking a highly skilled and experienced Crew Operations Director to join our team at TASQ Staffing Solutions.Key Responsibilities:Develop and implement strategic plans to manage client relationships and drive business growth through exceptional customer...


  • Manila, National Capital Region, Philippines Omnicom Media Group Phils., Inc Full time

    About the JobManage the entire media process from strategic recommendations to implementation, including review of plan performance for assigned brands.Seek viable media opportunities for brands handled to lead to incremental billings.Assist in managing financial reports and ensure timely submissions.Oversee the proper implementation of media objectives &...


  • Manila, National Capital Region, Philippines TASQ Staffing Solutions Full time

    About the RoleTASQ Staffing Solutions seeks an experienced Fleet Operations Director to lead our crewing team in providing exceptional customer service and driving business growth.Responsibilities:Financial ManagementDevelop annual strategic plans and budgets for the fleet, aligning with corporate objectives and feedback from clients.Achieve revenue targets...

  • Financial Director

    4 weeks ago


    Manila, National Capital Region, Philippines 650 ALLIED, INC Full time

    Financial Director Job DescriptionAt 650 ALLIED, INC, we are seeking a highly skilled Financial Director to lead our Finance and Accounting department. The successful candidate will be responsible for financial planning and operations, ensuring the company's financial health and growth.Key Responsibilities:Financial Planning: Develop and implement financial...


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

    We are seeking a dedicated Client Care Coordinator to become part of our team remotely. In this role, you will be responsible for managing client communications, coordinating services, and ensuring client satisfaction through prompt inquiry responses and effective issue resolution.Key Responsibilities:Guide new clients through the onboarding process,...


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

    We are seeking a highly skilled and experienced Industrial Operations Director to join our team at Solid Lyndelle Manpower Services Inc.The ideal candidate will have a strong background in production management, with a Bachelor's degree in Engineering (Mechanical, Electrical, Industrial, or Chemical) and minimum 5 years of experience in leading production...


  • Manila, National Capital Region, Philippines Gratitude Philippines Full time

    Are you a seasoned leader looking to take on a challenging role in client management?About Gratitude PhilippinesWe are a dynamic organization dedicated to delivering exceptional services to our clients. Our team is passionate about building long-term relationships and providing innovative solutions that meet the evolving needs of our clients.Job...