Client Services Liaison

24 hours ago

San Fernando, Central Luzon, Philippines The Lead Tree - Clark Outsourcing Full time $40,000 - $80,000 per year

Position Title: Client Services Liaison

Work Set Up: Onsite

Schedule: 7:00 AM to 4:00 PM PH Time

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga

Quick Rundown:

We are seeking a highly motivated and detail-oriented Client Services Liaison to join our growing team. In this role, you will work closely with our Client Services Managers and Australian clients to deliver seamless, professional client reviews. You will be responsible for preparing High Level Summaries (HLS), coordinating review meetings, and ensuring client records are accurate and insightful. This role is ideal for someone who thrives in a professional services environment, enjoys working with people, and has a keen eye for detail.

What You'll Do:

  • Prepare comprehensive High Level Summaries (HLS) capturing client positions, financial history, and future capacity
  • Engage with Australian clients and internal staff to confirm and validate client information
  • Maintain accurate and updated client records through Salesforce, file notes, and shared drives
  • Prepare professional presentations and Review Letters using company templates for annual client meetings
  • Coordinate review meetings via Microsoft Teams or onsite at Future Assist offices in Australia
  • Ensure all outputs meet company standards of professionalism, accuracy, and timeliness
  • Provide administrative and analytical support to Client Services Managers as required

What We're Looking For:

  • Bachelor's degree in Business Administration, Finance, or a related field
  • 12 years of experience in administration, financial services, or client service (preferred)
  • Excellent verbal and written communication skills, with confidence liaising with Australian clients.
  • Strong command of English written and spoken is highly sought after
  • Strong analytical and organisational skills with attention to detail
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Salesforce is an advantage
  • Ability to work collaboratively within a team while managing your own responsibilities

Why You'll Love Joining the CO Fam

At Clark Outsourcing, we're redefining what it means to work in a BPO. This isn't your regular office setup - it's where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you'll have to experience it yourself to believe it.

Here's what's in store for you:

Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.

Beyond Work: Enjoy our in-office swimming pool (lowkey flex), CO Club gaming lounge, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.

Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.

Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.

Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.

Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches

At CO, it's not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can't wait to welcome you to the team

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