Client Service Support Analyst For Pooling

3 days ago


Quezon City Central Post Office, Philippines Peregrine Consulting Ltd Full time ₱1,200,000 - ₱2,400,000 per year

As a Client Service Support Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.

Job responsibilities

  • Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership.
  • Resolve issues by identifying underlying problems and patterns.
  • Develop expertise in commercial treasury management products and services.
  • Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm.
  • Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure.
  • Prioritize daily tasks to maximize productivity using strong time management and organizational skills.
  • Adhere to all established policies, procedures, and practices.
  • Maintain a confident and professional presence with clients, other bank departments, and the community.
  • Contribute to projects aimed at improving client service delivery through innovation.
  • Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.

Required qualifications, skills, and capabilities:

  • Fresh graduates with exemplary educational records are welcome.
  • Communications Skills: Excellent communication skills both written and verbal.
  • Problem-Solving and Customer Focus: Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
  • Attention to Detail: Ensure accuracy and compliance with policies.
  • Team Collaboration and Adaptability: Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment.
  • Risk Management: Identify and mitigate potential risks.
  • Technical Aptitude and PC Proficiency: Ability to quickly learn and adapt to new technologies. Proficient in PC skills, including Word, Excel, and PowerPoint, for effective communication and presentation. We encourage candidates eager to enhance their digital literacy and adapt new tools.
  • Time Management: Prioritize tasks and meet deadlines efficiently.
  • Professionalism: Maintain integrity in all interactions.
  • Continuous Improvement: Proactively seek process improvements and innovation.

Preferred qualifications, skills, and capabilities:

  • Project Management: effectively plan, execute, and oversee projects. Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes.
  • Coding Knowledge: Familiarity with computer languages like Python or JavaScript. Weappreciate anyone who has some coding experience and is willing to learn more.
  • Website Creation: Experience in building websites. We value those who are interested in webtechnologies and want to expand their skills.
  • Data Management: Understanding of systems that organize and store information. Anyexperience with these systems is a plus.
  • Cloud Services: Some knowledge of online tools that help manage and run applications. Weencourage learning and growth in this area.
  • Project Tracking: Familiarity with tools that help keep track of changes and progress in projects.We value those who are open to learning these systems.
  • Software Tools: Experience with programs that assist in managing projects and design work. Wesupport those who have used any such tools and are open to adapting and growing.

Job Types: Full-time, Permanent, Fresh graduate

Work Location: In person


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