Associate, Client Lifecycle Management (CLCM)

Manatal; Taguig; Hybrid; PHP 360,000 - 540,000; Full time

Job summary

Manatal in Manila is seeking an Associate – Client Lifecycle Management – Fiduciary to support the Manila Center of Excellence. You will work under supervision of team leads and AVP to serve internal stakeholders and ensure accurate contract review and service delivery.

The role involves handling digital documents, fee templates, Docusign envelopes, and risk-control activities. It offers exposure to revenue processes and cross-functional collaboration within a Legal/Finance oriented fiduciary

Responsibilities

• Assist with client lifecycle management under supervision of team leads (SUP) and AVP.
• Identify and prepare digital documents and client notes per protocols.
• Prepare fee templates based on internal accounting reports for Delaware/Global Entity Services.
• Rename and file invoices and documents in the internal system per fiduciary guidelines.
• Assist with planning and communication with internal stakeholders across the workstreams.
• Support risk control and efficiency improvements within the business process management area.

Job description

Job Description – Associate – Client Lifecycle Management – Fiduciary

Reporting Lines

Reporting Line

The Associate – Client Lifecycle Management – Fiduciary within Manila Center of Excellence (“Manila CoE”) reports to the Assistant Vice President of the department within Manila CoE.

Direct Reports

None

Roles and Responsibilities

Under the supervision of team leads such as Supervisor (“SUP”), and Assistant Vice President (“AVP”), Associates – Client Lifecycle Management – Fiduciary provide services to internal stakeholders as follows:

Revenue Opportunities

• ensure the review completion of assigned contracts, and accurate identification of service caps stipulated within for applicable services/matters;
• properly execute timesheet review for applicable matters according to identified action codes;
• work with colleagues to ensure quality control is established for each jurisdiction;
• enhance, and streamline the overall revenue opportunities process; and
• perform review tasks, and help cover responsibilities of Senior Associates, as necessary.

Delaware Entity Services/Global Entity Services

• accurately identify digital documents, and prepare digital mail drafts referencing on client protocols, and client notes;
• appropriately prepare fee templates based on reports downloaded from our internal accounting system;
• properly rename, and file evidence, and invoices received from the State of Delaware for applicable service requests into our internal file management system;
• assist with planning, and communication with internal stakeholders;
• work with colleagues in enhancing the workstream focusing on risk control, and efficiency; and
• perform review tasks, and help cover responsibilities of Senior Associates, as necessary.

Docusign/Document Filing

• ensure the accurate, and timely preparation of Docusign envelopes for internal stakeholders based on tailored requests;
• properly rename, and file documents into our internal file management system whilst referencing on the established Fiduciary guidelines;
• work with colleagues in enhancing the workstream focusing on risk control, and efficiency; and
• perform review tasks, and help cover responsibilities of Senior Associates, as necessary.

Training and Development

• demonstrating a commitment to acquiring new capabilities, and constantly striving to improve performance;
• proactively seeking out, and taking advantage of training and development opportunities; and
• developing a continuous learning plan with the consent of the team leads.

Risk Management

• acting in accordance with legal, regulator, and internal risk management requirements, including complying with all MFS policies and procedures, and internal guidance notes; and
• reporting business issues to the Senior Vice President, and Global Head of Service Line.

Business Process Management

• understanding, and speaking knowledgably about the firm’s services, and their value;
• developing personal networks inside, and outside the firm for the benefit of the firm;
• delivering engagements on time, and to the client’s full satisfaction;
• exhibiting integrity, and confronting unethical actions;
• being aware of the sensitivity of information, and treat it appropriately; and
• demonstrating a high productivity level in work through time, and cost control.

2

Other

• ad-hoc projects, including reporting, as required.