Client Retention Management Front End

Dempsey Resource Management Inc.; Angeles; On-site; PHP 180,000 - 260,000; Full time

Job summary

A client management company in Pampanga is looking for an organized and detail-oriented individual to manage client communications and document requirements. The ideal candidate will have a Bachelor's degree in Business or related field, experience in client retention, and strong problem-solving abilities. This role is pivotal in ensuring effective and timely responses to client needs.

Qualifications

• Between 25–32 years old.
• Pleasing personality, height is a plus.
• Experience in client retention or administrative roles.
• Excellent communication and problem-solving abilities.
• Proficient in CRM systems and Microsoft Office Suite.
• Ages 25–32.

Responsibilities

• Handle and coordinate client calls on routine concerns.
• Manage client emails and ensure timely responses.
• Identify AMLA requirements and track document status.
• Prepare and manage MOAs for signing and notarization.

Skills

Client retention

Customer service

Strong organizational skills

Excellent communication

Problem-solving abilities

Proficiency in CRM systems

Microsoft Office Suite

Education

Bachelor’s degree in Business or related field

Tools

CRM software

Microsoft Office Suite

Job description

Responsibilities

• Handle and coordinate client calls on routine concerns, ensuring smooth transitions, resolution, and escalation when needed.
• Manage client emails via the centralized repository, ensuring timely, accurate responses and proper documentation.
• Identify and follow up on AMLA requirements, track document status, and ensure client compliance through regular communication.
• Prepare, revise, and track MOAs, manage signing and notarization, and submit copies to clients and Audit Team.

Qualifications

• 25–32 years old
• With a pleasing personality; height is a plus
• Bachelor’s degree in Business, Marketing, Communications, or a related field
• Experience in client retention, customer service, or administrative roles
• Strong organizational skills and attention to detail
• Excellent communication and problem-solving abilities
• Proficient in CRM systems and Microsoft Office Suite