Client Service Associate

MicroSourcing International; Quezon City; On-site; PHP 335,000 - 580,000; Full time

Benefits offered by this job

Competitive rewards

Collaborative culture

Flexible work arrangements

Career growth

Inclusive teamwork

Job summary

MicroSourcing is seeking a Client Service Associate to input financial data into multiple software systems, ensuring accuracy and confidentiality. The role emphasizes attention to detail, efficiency, and strong computer skills.

Nightshift, onsite in QC, Philippines, with opportunities to grow within a global offshore services provider. The ideal candidate will work with MoneyGuidePro, Salesforce, and Orion and collaborate across teams to meet deadlines.

Qualifications

• Knowledge of the insurance and financial services industry.
• Strong computer skills and familiarity with financial software systems.
• Experience or familiarity with estate planning and U.S. tax concepts is a plus.

Responsibilities

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

Skills

MoneyGuidePro

Salesforce

Orion

Office 365

Insurance industry knowledge

Estate planning knowledge

U.S. tax knowledge

Investments knowledge

Tools

MoneyGuidePro

Salesforce

Orion

Office 365

Job description

Job Description:

Discover your 100% YOU with MircoSourcing

Position: Client Service Associate

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

Work setup & shift: Nightshift / Onsite

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.

Job Title: Client Service Associate

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.

Negotiable / Priority Requirements

• 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

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