Client Service Associate

MicroSourcing; Quezon City; On-site; PHP 279,000 - 446,400; Full time

Benefits offered by this job

Healthcare on day one

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Flexible work arrangements

Job summary

MicroSourcing in the Philippines is recruiting a Client Service Associate to input financial data into multiple software systems, verify accuracy, and maintain confidentiality. The role requires meticulous data handling, strong computer skills, and the ability to collaborate across teams in a nightshift onsite environment.

Join a diverse, equal-opportunity workplace with career growth, healthcare from day one, paid time off and performance bonuses.

Qualifications

• Meticulous data entry with a focus on accuracy.
• Able to work efficiently to meet deadlines.
• Willing to seek clarification on tasks when needed.
• Self-starter with a goal-oriented attitude.

Responsibilities

• Input financial data into multiple software systems and verify accuracy.
• Maintain confidentiality of sensitive information.

Skills

Attention to detail

Team collaboration

Adaptability

Self-motivation

Problem-solving

Tools

MoneyGuidePro

Salesforce

Orion

Office 365

Job description

Discover your 100% YOU with MicroSourcing

Position: Client Service Associate

Location: Global One, Eastwood, Libis, QC, Philippines

Work setup & shift: Nightshift / Onsite

Benefits

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time‑off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company‑sponsored events and activities.
• Work‑Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Responsibilities

We are seeking a Client Service Associate. The ideal candidate should have excellent attention to detail, be able to work efficiently and accurately, and possess strong computer skills. The Client Service Associate will be responsible for inputting financial data into various software systems, verifying accuracy, and maintaining the confidentiality of all sensitive information.

Qualifications

• Ability to collaborate and support team members to accomplish shared goals
• Adaptability in a changing environment, with the ability to work efficiently to meet deadlines
• Comfortable reaching out for clarification on tasks and procedures when needed
• Self‑starter with a goal‑oriented attitude

Competencies / Personal Traits

• Knowledge of the insurance and financial services industry
• Working knowledge of MoneyGuidePro
• Working knowledge of Salesforce
• Working knowledge of Orion
• Proficient in Office 365
• Knowledge of estate planning, U.S. tax, and investments is a plus

MicroSourcing is an equal opportunity employer. All qualified applicants will receive consideration.