Client Services Administrator

WrkPod Inc.; Dumaguete; On-site; PHP 335,000 - 536,000; Full time

Job summary

WrkPod Inc. in the Philippines is seeking a Client Services Administrator to support back-office tasks, deliver accurate reporting, and ensure exceptional client service.

You will collaborate with financial planners, process documents, and liaison with banks and insurers to keep operations running smoothly; a degree in accounting or related field and strong MS Office skills are essential.

Qualifications

• A degree in Accounting, Business, Commerce, or related field.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus.
• Previous experience as a VA or supporting international clients is an advantage.
• Understanding of financial services, banking, or accounting is a plus.
• Proven customer service mindset.

Responsibilities

• Flex your numbers skills & be a valuable player of an international team.
• Crunch numbers, prepare reports, letters, and client communications.
• Lodge applications and client documentation on time and error-free.
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Provide reliable admin support to keep business operations running seamlessly.

Skills

Numeracy skills

Customer service mindset

VA experience

Education

Bachelor's degree in Accounting/Business/Commerce

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Xero

SAP

MYOB

QuickBooks

Xplan

Insurance quoting tools

Job description

As a Client Services Administrator, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and excellent client service.

Responsibilities

• Flex your numbers skills & be a valuable player of an international team.

• Crunch numbers, prepare reports, letters, and client communications.

• Lodge applications and client documentation on time and error-free.

• Liaise with financial institutions (banks, fund managers, insurers, etc.)

• Provide reliable admin support to keep business operations running seamlessly.

Requirements

• A degree in Accounting, Business, Commerce, or related field.

• Strong Microsoft Office skills (Excel, Word, Outlook).

• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus.

• Previous experience as a VA or supporting international clients is an advantage.

• Understanding of financial services, banking, or accounting is a plus.

• Proven customer service mindset.