Client Accounts & Asset Management Analyst

Hammerjack Pty Ltd; Taguig; On-site; PHP 400,000 - 650,000; Full time

Job summary

Hammerjack Pty Ltd in Manila is seeking a Client Account Management Analyst to support day-to-day client servicing across investment solutions. You will coordinate with internal partners to ensure accurate account maintenance, reporting, and service requests are completed on time.

This role emphasizes clear communication, stakeholder management, and continuous improvement to strengthen client relationships and overall client experience.

Qualifications

• Bachelor's degree (or equivalent).
• At least 2 years of experience in client servicing, operations, account management, or a related role.
• Demonstrated ability to manage stakeholders and coordinate priorities and timelines across multiple teams.
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel and Microsoft Word for preparing and maintaining reports and documentation.
• Strong written and verbal communication skills.
• Experience working effectively with global or cross-cultural teams.
• Sound judgment and attention to detail when processing requests and maintaining records.

Responsibilities

• Support client account managers by coordinating across internal partners to deliver a high-quality client experience.
• Process and track account maintenance requests, including onboarding support, cash activity support, reporting setup, fee and billing setup, guideline setup, and contact maintenance.
• Coordinate requirements and follow-ups with partners such as investment specialists, portfolio management teams, trading, cash management, guideline management, and client reporting teams.
• Prepare recurring and ad hoc client reports and service materials using Microsoft Excel and Microsoft Word.
• Maintain accurate documentation and a clear audit trail for completed activities.
• Ensure work is completed in line with regional procedures, including appropriate quality checks and timely escalation of issues.
• Identify opportunities to improve servicing workflows, reduce errors, and enhance the overall client experience.
• Communicate updates, deadlines, and dependencies clearly and professionally across multiple teams.

Skills

Stakeholder management

Organizational skills

Written and verbal communication

Cross-cultural collaboration

Multitasking

MS Excel

MS Word

Team coordination

Education

Bachelor's degree (or equivalent)

Tools

MS Excel

MS Word

Job description

Hammerjack Pty Ltd in Manila is seeking a Client Account Management Analyst to support day-to-day client servicing across investment solutions. You will coordinate with internal partners to ensure accurate account maintenance, reporting, and service requests are completed on time.

This role emphasizes clear communication, stakeholder management, and continuous improvement to strengthen client relationships and overall client experience.