Client Services Associate

3 days ago

Ortigas Metro Manila, Philippines iSupport Worldwide Full time ₱900,000 - ₱1,200,000 per year

Be a part of our fast-growing team and unchain all the possibilities

What is your mission?

We are looking for a Client Services Associate to manage client onboarding, address inquiries, and ensure seamless account support. This role involves collaborating across departments, reviewing documents, and understanding transaction processes while building strong client relationships. If you have experience in client services, banking, or finance and excel in communication and problem-solving, this opportunity is for you.

You will provide the best service to our partner brands by performing these tasks:

  • Address client inquiries promptly and accurately, ensuring excellent service at all times.
  • Support the client onboarding process, resolving any issues or questions effectively.
  • Collaborate with internal teams to provide comprehensive client support across departments.
  • Gain a strong understanding of all transaction processes and money movements.
  • Review and process submitted documents for accuracy and completeness.
  • Utilize company software to boost productivity and streamline workflows.
  • Identify opportunities to improve operational processes and suggest enhancements.
  • Develop expertise in various client account types to provide tailored support.
Who are we looking for?
  • Bachelor's degree in Finance, Accounting, Banking, or a related field preferred.
  • 3–5 years of client services experience, including onboarding, handling client inquiries, and issue resolution.
  • Background in banking, accounting, or finance preferred.
  • Proficiency in MS Excel and other Microsoft Office applications.
  • Excellent written and verbal communication skills.
  • Strong problem-solving abilities, attention to detail, and collaborative mindset.
  • Ability to learn quickly and adapt to new software and processes.
Company Perks:
  • Above-industry salary package and incentives
  • Comprehensive HMO benefits and life insurance from day 1
  • Free learning and development courses for your personal and career growth
  • Dynamic company events
  • Opportunities for promotion
  • Free meals and snacks

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