Client Lifecycle Management Associate

Maples Group; Taguig; On-site; PHP 500,000 - 750,000; Full time

Benefits offered by this job

Comprehensive health coverage (medical

Competitive vacation packages

Educational assistance and development

Job summary

Maples Group is seeking Associates – Client Lifecycle Management – Fiduciary to support Delaware Entity Services and related workflows. Under supervision of SUP and AVP, you will handle contract reviews, timesheet validation, and digital document workflows for internal stakeholders.

You will prepare fee templates, manage Docusign envelopes, filing, and assist with training, risk control, and process efficiency.

Qualifications

• University graduate in Business Administration, Finance or Accounting.
• 1–2 years of professional work experience.
• Ability to meet deadlines under pressure.
• Excellent written and oral communication skills in English.
• Strong organizational skills and attention to detail.
• Interest in financial services, investment industry or accounting is a plus.

Responsibilities

• Review completion of contracts and identify service caps.
• Review timesheets for applicable matters.
• Collaborate to ensure quality control across jurisdictions.
• Enhance revenue opportunities processes.
• Assist with responsibilities of Senior Associates as necessary.
• Prepare digital documents and client fee templates.
• Rename and file invoices and documents in internal systems.
• Assist with planning and communication with internal stakeholders.
• Focus on risk control and efficiency improvements.
• Handle ad-hoc projects, including reporting.

Skills

Organizational skills

Communication skills

Multitasking

Attention to detail

Work under pressure

Proactivity

Education

Bachelor's degree in Business Administration/Finance/Accounting

Job description

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:

• 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.
• 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 required.

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:

Benefits & Rewards

The most enduring professional relationships 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