
Client Services Associate
1 day ago
Discover your 100% YOU with MicroSourcing
Position: Client Services Associate
Location: Global One, Eastwood, Libis, Quezon City
Work setup & shift: Night shift | Onsite
Why join MicroSourcing?
You'll have:
- Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
- A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
- Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
- Career Growth:Take advantage of opportunities for continuous learning and career advancement.
- Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
Your Role:
As a Client Service Associate, you will:
- Send and process paperwork for client engagement.
- Manage response tracking and follow-up for event invitations.
- Compile client data for onboarding and initial CRM entry.
- Send agreements and obtaining signatures via DocuSign.
- Facilitate the insurance underwriting and application process for life and disability insurance.
- Prepare and manage client documents and meeting folders.
- Update clients on the status of applications (insurance, investments, etc.).
- Provide administrative support for financial planning activities.
- Handle investment paperwork and facilitating processing.
- Schedule client meetings and reviews.
- Send client gifts for significant life events.
- Update and maintain client contact information in CRM and financial
- planning tools.
- Log and manage compliance-related documentation.
- Manage the inflow and outflow of client funds via ACH transactions.
- Coordinate the rollover and consolidation of old investment accounts.
What You Need:
Non-negotiables
- Excellent attention to detail, be able to work quickly and accurately, and possess strong computer skills
- Four-year degree or equivalent work experience
- 1-3 years of experience
- Excellent verbal and written communication
- Possess an up-beat, positive, service-oriented, and can do attitude
- Ability to maintain the confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- High attention to detail
- Proficiency with Microsoft Office and Outlook
- Exceptional organization and problem-solving
Preferred Skills/Expertise:
- Knowledge of the insurance/financial services industry
- Working knowledge of Money Guide Pro, Salesforce, and Orion
- Proficient with Office 365
- Knowledge of Estate Planning, U.S. tax, and investments a plus
About MicroSourcing
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
Our commitment to 100% YOU
MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.
At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%
For more information, visit
*Terms & conditions apply
-
Makati City, National Capital Region, Philippines Excelsior Accounting Services, LLC Full time $104,000 - $130,878 per yearAt Excelsior, we are dedicated to excellence, employing top-tier professionals for personalized Client Accounting and Transaction Advisory Services.Our golden rule is "happy employees make happy clients." Some of the ways our golden rule plays out include:Compensation, Benefits and Stipends - Even though we are a small company, we offer a generous...
-
Client Service Associate
3 days ago
Quezon City, National Capital Region, Philippines Sapient Global Services Full time ₱17,000 - ₱300,000 per yearStill stuck in a job or situation that doesn't challenge or reward you?Maybe it's time to make a move, and we're making it easy for you.Sapient is growing, and YOU could be the newest addition to our Customer Service Representative / Retail Account Representative team in Metro Manila With a 1-day hiring process and a salary of up to ₱25,000 plus monthly...
-
Client Relations Associate
4 weeks ago
Quezon City, National Capital Region, Philippines Robinsons Land Corporation Full timeOverviewClient Relations Associate role at Robinsons Land Corporation.ResponsibilitiesTasked to assist customers with their after-sales concerns related to payment or collections.Handles after-sales concerns/issues/inquiries of clients/homeowners to provide assistance and solutions (i.e. payment-related concerns, follow-ups, and requests).Maintains excellent...
-
Client Services Associate
3 days ago
Makati City, National Capital Region, Philippines Emapta Full time ₱600,000 - ₱1,000,000 per yearDrive Financial Excellence with World-Class Client Services Step into a role that empowers you to make your mark in the world of accounting and finance. This is your opportunity to build a global career, gain international exposure, and contribute to an industry that shapes businesses worldwide-all while working from home in Metro Manila. Job Description ...
-
Client Services Associate
3 days ago
Makati City, National Capital Region, Philippines Emapta Full time ₱1,200,000 - ₱2,400,000 per yearDrive Financial Excellence in a Global Industry Be part of a global team in accounting and finance, delivering client services that make a lasting mark in the financial sector. This role offers international exposure, the chance to make an impact, and the opportunity to build a lasting legacy-all while staying rooted in the Philippines. Make your mark in a...
-
Client Support Associate
3 days ago
Quezon City, National Capital Region, Philippines M2.0 Communications Inc. Full time ₱1,200,000 - ₱2,400,000 per yearAs a Client Support Associate at Media Meter Inc., you will play a vital role in ensuring the seamless operation and success of the Client Success Department. Your responsibilities will include assisting with day-to-day operations, documentation, and processes to enhance client services and satisfaction strategies. You will coordinate various internal...
-
Customer Service Associate
1 day ago
Quezon City, National Capital Region, Philippines Newstel Worldwide Full time ₱150,000 - ₱250,000 per yearRemote – Open to candidates in the Philippines Part-Time | Project-Based Opportunities vary depending on client needs Use Your Own Device Join Our Talent Pool – Customer Service AssociatesWe are continuously building a pool of talented Customer Service Associates who are open to project-based and part-time opportunities. As part of this pool, you'll...
-
Customer Service Associate
6 days ago
Quezon City, National Capital Region, Philippines Newstel Worldwide Full time ₱250,000 - ₱600,000 per yearRemote – Open to candidates in the Philippines Part-Time | Full-Time | Project-Based | Permanent Employment Opportunities vary depending on client needs Use Your Own Device Join Our Talent Pool – Customer Service AssociatesWe are continuously building a pool of talented Customer Service Associates who are open to project-based, permanent, part-time, or...
-
sales associates
3 days ago
Quezon City, National Capital Region, Philippines Unigear Electrical Power Products and Services Int'l. Inc. Full time ₱150,000 - ₱250,000 per yearWe are seeking highly motivated and goal-driven Sales Associates to join our growing team in the electrical manufacturing industry. The role is responsible for promoting and selling our wide range of electrical products, components, and solutions to clients, including contractors, developers, retailers, and distributors.As a Sales Associate, you will...
-
Client Relations Associate
1 day ago
Mandaluyong City, National Capital Region, Philippines Focus Global Inc. Full time $70,000 - $120,000 per yearThe Client Relations Associate will support the Focus Global team in developing an excellent customer support experience by building engaging relationships with our clientele and will be in the front lines of championing the consistent delivery of high quality, top class after-sales service for our customers.As our Client Relations Associate, you will be...