Associate Client Lifecycle Management- Fiduciary

Maples Group

Philippines

On-site

PHP 400,000 - 700,000

Full time

5 days ago
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Benefits offered by this job

Comprehensive health coverage
Competitive vacation packages
Educational assistance and development
Pension plan
Life insurance
Travel insurance
Global mental wellness programme
Sports clubs and social events

Job summary

Maples Group is seeking an Associate – Client Lifecycle Management – Fiduciary in Manila. You will support internal stakeholders under supervision, handling duties across revenue, document management, and risk controls within a global financial services setting.

The role requires a university degree in business/finance/accounting, 1–2 years of experience, and strong English communication. Expect tasks spanning contract reviews, document filing, and process improvements in a dynamic environment.

Qualifications

  • University graduate in Business Administration, Finance or Accounting.
  • 1–2 years of professional work experience.
  • Excellent written and oral English communication.
  • Ability to work under pressure to meet deadlines.
  • Strong organizational skills and attention to detail.
  • Proactive in seeking improvements to systems and processes.

Responsibilities

  • Review contracts to identify service caps and ensure accuracy.
  • Perform timesheet reviews for applicable matters.
  • Collaborate with colleagues to ensure quality control across jurisdictions.
  • Assist with revenue opportunities by streamlining processes.
  • Prepare fee templates from reports in the internal accounting system.
  • Support risk control and efficiency initiatives across workstreams.

Skills

English proficiency
Multi-tasking
Attention to detail
Organizational skills
Time management

Education

University degree in Business Administration/Finance/Accounting

Job description

Associate Client Lifecycle Management- Fiduciary

Company : Maples Group Job Type : Full Time Philippines

Job Description - Associate Client Lifecycle Management- Fiduciary
Description

Position at The Maples Group (Financial Services)

Position: Associate – Client Lifecycle Management – Fiduciary

Location: Manila

About Us

The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations.

Our side‑by‑side financial and legal teams consistently deliver award‑winning services to a global client base, offering unrivalled learning and career opportunities to our 3,000 colleagues worldwide.

What’s it like to work here?

We are driven to excel, and collaboration is key to our continued success. We can go further for our clients because we go further for each other too. Our inclusive culture creates an environment where people can be themselves at work while doing their best work. No matter where you work in the Maples Group, you will be part of a global team.

About Your New Role

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:

Core Duties:

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
  • Demonstrate a high productivity level in work through time and cost control.

Other

  • Ad-hoc projects, including reporting, as .

About You

  • University graduate, preferably in Business Administration, Finance or Accounting.
  • Will demonstrate a strong ability to complete tasks in a timely manner in accordance with protocols;
  • Ability to work well under pressure to meet client and regulatory deadlines;
  • Ability to multi-task;
  • Excellent organizational skills and a strong attention to detail;
  • Excellent written and oral communication skills in English; and
  • Will consistently strive for excellence, take pride in executing their responsibilities efficiently and accurately, and proactively look for opportunities to recommend improvements to systems and processes.
  • At least 1-2 years of professional work experience
  • Previous financial services, investment industry or accounting experience is a plus

Working Hours:

  • 9 am- 6 pm Manila time

Sound like you?

If so, we’d love to hear from you.

Benefits & Rewards

The most enduring professional relationship s are reciprocal relationships. The Maples Group prioritises employee health and wellbeing . Depending on your location, we offer a range of benefits , including :

  • Comprehensive health coverage (medical, dental and optical)
  • Competitive vacation packages
  • Educational assistance and professional development programmes
  • Pension plan
  • Life insurance
  • Travel insurance
  • Global mental wellness programme
  • Sports clubs and social events
About the Company

Maples Group

Advising on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey & Luxembourg. Provides legal and financial services.

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