Client Services Analyst

2 weeks ago

Makati City, National Capital Region, Philippines Kroll Global Solutions Inc. Full time ₱900,000 - ₱1,200,000 per year

We are seeking a Client Services Analyst with experience in Middle Office or Client Services operations, particularly in

the processing of share transfers, trades, loans, and bonds. This role involves working closely with clients via email and collaborating with internal teams to ensure smooth and accurate handling of transactions using our internal platform. Strong communication skills, attention to detail, and a proactive, solutions-focused mindset are essential.

Deal Management

  • Collaborating with Directors and the operations team to take on deal management responsibilities and update the deal-specific files.
  • Onboarding of new deals and clients on our designated platform.
  • Preparing the deal specific consents and sending out notices.
  • Tabulating and reporting results of consent solicitations accurately.
  • Engaging with various stakeholders in relation to clients' Know Your Customer (KYC) processes which are deal specific.

Transaction Support

  • Process shares transfers, issue monthly statements to clients, and handle billing accordingly.
  • Ensure all transactions are completed accurately and within agreed timelines

Client Interaction

  • Respond to client emails and queries clearly, professionally, and in a timely manner.
  • Keep clients informed and updated on the progress of their requests.

Systems and Tools

  • Quick to learn new systems, including our internal platform.
  • Adapt quickly and pick up new processes with minimal guidance.
  • Support system testing and updates.
  • Suggest improvements to internal processes and tools to help the team work more efficiently.
  • Experience with Salesforce (email ticketing system) is a plus but not required.

Excel and Reporting

  • Strong Excel skills, including VLOOKUP, pivot tables, IF statements, and other formulas.
  • Assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.
  • Experience with Power BI is a plus but not required.

Skills and Experience:

  • Background in Middle Office or Client Services within financial services.
  • Excellent written communication skills and strong attention to detail.
  • Quick learner, able to adapt to new systems and processes.
  • Proficient in Excel and confident working with data.
  • Team player with a proactive and solution-oriented approach.

What We're Looking For:

We're looking for someone who not only understands the operational side of financial transactions but also wants to help build and improve the systems we use. You'll work closely with developers and internal teams to shape the functionality of our platforms, so the ability to think critically, ask the right questions, and understand client needs is key. This is a great opportunity for someone who enjoys problem-solving, has a strong eye for detail, and wants to make a real impact.

  • Business Analyst

    7 days ago

    Makati City, National Capital Region, Philippines Infomax Systems Solutions and Services, Inc. Full time ₱1,200,000 - ₱2,400,000 per year

    Job RequirementsEducation Level :Bachelor's DegreeField of Studies :In Computer Science, Business Studies, or equivalentExperience :Minimum of three years experience in a similar or subordinate jobQualifications• Junior executive experience specializing in marketing or business development is an advantage• Advanced Microsoft Excel skills• Ability to...

  • Client Support Analyst

    7 days ago

    Makati City, National Capital Region, Philippines Etrading Software Ltd Full time ₱900,000 - ₱1,200,000 per year

    Stable. Secure. Essential.Join the Tech Partner Behind Regulator-Mandated Financial Systems Worldwide.At Etrading Software, you'll be part of the team that designs and builds high-performance, low-latency systems used by global financial institutions, including Fortune 500 banks - across Europe, the UK, and beyond. This role is ideal for someone who enjoys...

  • Service Assurance Analyst

    7 days ago

    Mandaluyong City, National Capital Region, Philippines GOODMAN SUPPORT SERVICES INC. Full time ₱30,000 - ₱60,000 per year

    Functional Overview:As a Service Assurance Analyst (NOC), you will play a critical role in the proactive monitoring, resolution, and escalation of complex technical incidents across network, infrastructure, and application services. You will act as the escalation point for Tier I analysts and ensure service performance issues are swiftly resolved or...

  • ESG Research Analyst

    2 weeks ago

    Makati City, National Capital Region, Philippines Institutional Shareholder Services Full time ₱1,200,000 - ₱2,400,000 per year

    Let's be #BrilliantTogetherOverviewWe are seeking for an ESG Research Analyst to join our team in Manila and support the collection and analysis of ESG data.The successful candidates will be part of ISS STOXX ESG's global research team and will focus on the collection and analysis of qualitative and quantitative environmental and social data from corporate...

  • Data Analyst

    2 weeks ago

    Makati City, National Capital Region, Philippines Institutional Shareholder Services Full time ₱1,200,000 - ₱2,400,000 per year

    Let's be #BrilliantTogetherOverviewISS Governance Services Division, the world's leading provider of proxy voting and corporate governance solutions, is seeking a Data Analyst under Quantitative Data Analysis Team in Manila.The Data Analyst will be responsible for the Automated Data Operations function of ISS which includes manual and automated data...

  • 2025-7756 Service Desk Analyst

    2 weeks ago

    Makati City, National Capital Region, Philippines Arch Global Services Full time ₱300,000 - ₱450,000 per year

    Company DescriptionAGSI was incorporated in April 2016. We are committed to supporting the goals of Arch divisions through exceptional service delivery. We pride ourselves on maintaining flexibility and responsiveness to adapt to business unit and industry demands while focusing on sound project management. We are dedicated to growing and developing our...

  • IT Helpdesk/Service Desk Analyst

    5 days ago

    Makati City, National Capital Region, Philippines H2 Software Consulting Services Inc. Full time ₱300,000 - ₱450,000 per year

    We are seeking a motivated and customer-focused IT Helpdesk / Service Desk Analyst to provide first-line technical support and assistance across the organization. The ideal candidate will have a foundational understanding of IT systems, excellent communication skills, and a strong desire to resolve technical issues efficiently and professionally.Key...

  • Junior Operations Analyst

    2 weeks ago

    Makati City, National Capital Region, Philippines Institutional Shareholder Services Full time ₱350,000 - ₱550,000 per year

    Let's be #BrilliantTogetherOVERVIEWISS STOXX is hiring We are looking for a Junior Operations Analyst to be part of our Global Proxy Distribution team. The Junior Operations Analyst is responsible for the generation and distribution of ballots, management of special meeting requirements and alerts, transmission of vote instructions to the local sub...

  • IT Analyst

    7 days ago

    Makati City, National Capital Region, Philippines Manpower Outsourcing Services, Inc. Full time ₱150,000 - ₱2,800,000 per year

    Position: IT Analyst (Service Management)Industry: Oil & EnergyLocation: 6750 Ayala Avenue, Makati CityWork Setup: HybridWork Shift: Monday to Friday, shifting schedule TBDJob DescriptionAs an IT Analyst (Service Management), you will work closely with business partners to analyze requirements, configure applications, and develop solutions that enhance...

  • Business Analyst

    5 days ago

    Makati City, National Capital Region, Philippines Institutional Shareholder Services Full time ₱900,000 - ₱1,200,000 per year

    Let's be #BrilliantTogetherOVERVIEWThe ISS ESG Data Solutions team is developing cutting edge data driven solutions for the responsible investment market based on high-quality Corporate Governance and ESG data and analysis. As part of the overall ESG Products team, the focus of the Data Solutions team is to develop and further enhance market leading...