Client Service Officer

1 day ago

Taguig, National Capital Region, Philippines Vantage Financial Corporation (formerly eBusiness Services, Inc.) Full time

Job Summary:

The 
Client Services Officer
, under
PhilEquity Management Inc.
, ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.

Responsibilities:

  • Serve as the main liaison between the fund management company and its clients, managing all aspects of client relationships and inquiries.
  • Responsible for conducting and creating new content for seminars, presentations, and client calls.
  • Effectively communicate investment strategies, fund performance, and market insights to clients in a clear and concise manner.
  • Anticipate and respond to client concerns or complaints in a timely and professional manner, demonstrating empathy and a commitment to resolving issues satisfactorily.
  • Assist in identifying opportunities to enhance the client experience and improve service delivery processes through feedback collection and continuous improvement initiatives.
  • Stay informed about industry trends, regulatory changes, and competitor offerings to provide informed advice and guidance to clients.
  • Ensure maintenance of accurate client records, documentation, and reporting in compliance with regulatory requirements and internal policies.

Qualifications:

  • Bachelor's degree in Business Administration or related field
  • With experience in customer service or similar roles within the financial industry, preferably fund management
  • Knowledgeable in capital markets, investment products, and regulatory frameworks
  • Excellent communication and interpersonal skills with the ability to build rapports and trust with clients
  • Strong problem-solving abilities and a customer-centric mindset
  • Proficient in computer literacy especially Microsoft applications
  • Keen to details and has instant grasp on process orientation
  • Has sense of urgency and accountability

About Us:

Vantage Financial Corporation
(operating under the name 
e-Biz
) is the Group's international money transfer service provider with additional offerings in its money change, bills payment, and airline ticketing services. Starting from just 3 service centers in 1999, e-Biz today operates in over 150+ locations across the country with an additional sub-agent network that complements its reach to over 1000+ locations nationwide.

Philequity Management, Inc. (PEMI)
 is the Group's investment management arm offering an array of mutual funds. The company's flagship Philequity Fund has garnered multiple awards from local and foreign agencies in its consistent track record of outstanding returns since its inception.

  • Client Service Officer

    3 days ago

    Taguig, National Capital Region, Philippines SimplyNature International Inc. Full time

    About Us:SimplyNature International is a leading provider of healthcare solutions committed to improving the well-being of our community. We are expanding our team and are looking for two (2) compassionate and competent individuals to join us as Client Sales Officers.Job Description:TheClient Service Officerposition is anEntry-Level Position.You will play a...

  • Client Services Officer

    2 weeks ago

    Taguig, National Capital Region, Philippines Vantage Financial Corporation (eBiz Western Union) Full time ₱80,000 - ₱120,000 per year

    Job Summary:The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...

  • Client Services Officer

    2 weeks ago

    Taguig, National Capital Region, Philippines Vantage Financial Corporation (Westen Union) Full time

    Job Summary:The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...

  • Client Services Officer

    1 week ago

    Taguig, National Capital Region, Philippines Alveo Land Corp Full time

    Job Role Responsible for providing support in the creation of quality pre-turnover and turnover customer experience by way of ensuring effective customer communication, timely resolution of customer requests and proper turnover of property.Job QualificationsGraduate of Bachelor's Degree in Business Administration/Management or any business course.More than 5...

  • Client Services Specialist

    7 days ago

    Taguig, National Capital Region, Philippines Alveo Land Full time

    This Client Services Specialist performs day-to-day tasks/activities from pre to-postdelivery/construction of ALVEO projects under the close supervision of the Immediate Superior. He/she is responsible for handling, analyzing and/or resolving any issues or complaints that may emerge throughout the customer's life cycle. This role also involves building and...

  • Client Services Specialist

    2 weeks ago

    Taguig, National Capital Region, Philippines Alveo Land Corp Full time

    DescriptionThis role performs day-to-day tasks/activities from pre to-postdelivery/construction of ALVEO projects under the close supervision of the Immediate Superior. He/she is responsible for handling, analyzing and/or resolving any issues or complaints that may emerge throughout the customer's life cycle. This role also involves building and maintaining...

  • AM GTS Client Services

    1 week ago

    Taguig, National Capital Region, Philippines HSBC Full time

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

  • AM GTS Client Services

    1 week ago

    Taguig, National Capital Region, Philippines HSBC Full time

    Some Careers Shine Brighter Than Others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

  • Legal Officer

    1 week ago

    Taguig, National Capital Region, Philippines DME Service Solutions Full time

    Role Summary:This position is responsible for coordinating the full lifecycle of contracts, ensuring accuracy, compliance, and timely execution across a variety of agreements. This role supports internal teams and external partners by facilitating contract reviews, approvals, and renewals, while maintaining organized records and ensuring adherence to company...

  • Office Staff

    7 days ago

    Taguig, National Capital Region, Philippines Helpro Service Cooperative Full time

    Job Description:Handle daily administrative and clerical tasks in the office.Prepare and organize documents, reports, and files.Assist in monitoring office supplies and inventory.Answer phone calls, emails, and inquiries professionally.Support other departments with paperwork and coordination needs.Maintain a clean and organized work...