Client Excellence Coordinator

3 days ago


Cebu City, Central Visayas, Philippines TOA Global Full time

Job Title: Client Excellence Coordinator – Admin/Billing

Location: IT Park, Cebu City

Shift: 9:00 PM – 6:00 AM, Mondays to Fridays

Arrangement: On-site

UNLOCK YOUR POTENTIAL AT TOA GLOBAL

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

About the role:

Accounts Receivable / Billing support

  • Email, Text, and call past due clients to collect payments

  • Reschedule failed payments in our system

  • Take payments over the phone and process said payments

  • File Power of Attorney Revocation forms

  • Set up payment schedules for new clients

Client Communication & Support

  • Build rapport with clients via phone, email, text, and website chat using professional, friendly, and scripted responses.

  • Respond to sales and service inquiries promptly, following established service levels.

  • Provide individual attention and support to clients to understand their needs and goals.

Sales Support

  • Use scripts to follow up with sales leads, schedule calls for the sales team, and request client reviews (e.g., Trustpilot).

Client Intake & Case Management

  • Assign new cases to internal teams per company procedures.

  • Coordinate intake documents: review contracts, power of attorney forms, and payment arrangements.

  • Accurately enter and maintain client data in the company's proprietary database.

Administrative Tasks

  • Maintain spreadsheets (e.g., credit card expenses).

  • Run and deliver internal reports (e.g., THS Reports).

  • Provide virtual support to other client services teams as needed.

Compliance & Professionalism

  • Maintain confidentiality and high standards of professionalism in all communications.

  • Stay informed about company products and services to provide knowledgeable support.

About You:


• 1-3 years of experience in financial services, banking, accounting, customer service, or equivalent


• Excellent Attention to Detail


• Fluent English - this will be a client-facing position


• MS Office programs

WHAT'S IN IT FOR YOU?

Competitive Compensation & Growth


• Attractive Compensation & Total Rewards Package tailored to your expertise


• Annual Performance Review with Salary Increases


• Tenure Recognition Program with exclusive benefits


• International Career Growth and Networking Opportunities

Work-Life Balance & Well-being


• Weekends Off with up to 21 Paid Leave Days


• Work-Life Balance and On-time Logouts so you can enjoy your personal time


• A Family-First Culture that values your well-being


• Access to the best Health & Life Insurance Plan, including up to 50k Maternity Benefits and options to enroll Dependents, Parents, or a Common-Law Partner

Professional & Personal Development


• Exclusive access to Certifications and Courses from Ab2 Institute of Accounting


• Ongoing Training, Mentorship and Career Advancement Opportunities


• Unlimited Cash Incentives for Successful Referrals

Exciting Perks & Workplace Culture


• 20+ FREE Coffee and Chocolate Drink Options to keep you energized


• Fun Breakout Rooms with Billiards, Table Tennis, and Foosball


• Exclusive TOA Merchandise and engaging On-Site Activities


• A Healthy Workplace located near Residences, Malls, Restaurants, and Sports Hubs

________________________________________

Our Core Values: The TOA Global Way

We live by our values to create an environment where growth, innovation, and success thrive.

BE AWESOME: We believe in the power of exceptional individuals coming together to create collective genius. We celebrate achievements, reward outstanding performance, and make work fun.

KEEP IT REAL: We value honesty, accountability, and open communication. We act with integrity, show empathy, and foster meaningful conversations.

BRING THE WOW: Excellence is our standard. We go the extra mile to deliver outstanding results.

DREAM BIG, ACHIEVE MORE: We embrace continuous learning, exploration, and self-improvement. Ambition drives us to seek knowledge and grow.

________________________________________

Join TOA Global and Experience the Difference

We are committed to fostering a diverse and inclusive workplace, where individuals from all backgrounds are valued and celebrated. By embracing diversity, we unlock innovation, creativity, and excellence in serving our clients and communities.

Ready to take the next step? Visit and Apply TODAY



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