Client Service Associate

MicroSourcing; Quezon City; Hybrid; PHP 400,000 - 600,000; Full time

Job summary

A leading company in managed services seeks a Client Service Associate to manage client relations and support financial planning activities. This role involves responding to client inquiries, managing documentation, and ensuring compliance with service standards, all within a hybrid work setup. With a commitment to fostering an engaging and inclusive work environment, this opportunity provides room for career growth and work-life harmony.

Benefits

Healthcare coverage from day one

Paid time-off with cash conversion

Performance bonuses

Continuous learning opportunities

Qualifications

• Experience in customer service or related field preferred.
• Strong organizational and communication skills are required.

Responsibilities

• Managing response tracking and follow-up for event invitations.
• Compiling client data for onboarding and initial CRM entry.
• Providing administrative support for financial planning activities.

Skills

Administrative support

Data entry

Client management

Attention to detail

Job description

Discover your 100% YOU with MicroSourcing!

Position: Client Service Associate
Location: Global One, Eastwood Libis Quezon City
Work setup & shift: Hybrid / 2x a week

Why join MicroSourcing?

You'll have:

• 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.

Your Role:

• Managing response tracking and follow-up for event invitations.

• Compiling client data for onboarding and initial CRM entry.

• Sending agreements and obtaining signatures via DocuSign.

• Preparing and managing client documents and meeting folders.

• Updating clients on the status of applications (insurance, investments, etc.).

• Providing administrative support for financial planning activities.

• Handling investment paperwork and facilitating processing.

• Entering financial data into various software with speed and accuracy.

• Review data for errors, discrepancies, or missing information and correct as necessary.

• Updating and maintaining client contact information in CRM and financial planning tools.

• Logging and managing compliance-related documentation.

• Coordinating the rollover and consolidation of old investment accounts

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

*Terms & conditions apply