Client Services Manager (Legal & Accounting Firm)

Private Advertiser; Santo Niño 1st; On-site; PHP 5,657,000 - 8,171,000; Full time

Job summary

Private Advertiser is seeking a Client Services & Operations Manager to oversee client relationships and corporate-services operations across Singapore and Malaysia. The role requires hands-on coordination, clear client communication, and escalation handling to keep compliance, billing, and case-management moving on time.

You will coordinate with internal teams, manage renewals, and provide coverage for corporate secretarial tasks when needed.

Qualifications

• Experience in corporate services or professional services environment.
• Client servicing and operations experience preferred.
• Familiarity with corporate secretarial tasks or accounting/audit processes helpful.

Responsibilities

• Manage client inquiries via email, messages, meetings, and complaints for long-tenured clients.
• Identify clients due for Annual Compliance and drive sales opportunities, including quotations and follow-ups.
• Prepare invoices, chase payments, maintain CRM records, and monitor transaction limits.

Job description

Client Services Manager (Legal & Accounting Firm)

Join One of Singapore's Leading Corporate Services Firms

About the role

We are looking for an organised, proactive, and client-focused Client Services & Operations Manager to manage established client relationships and help oversee our corporate-services operations across Singapore and Malaysia.

This is a hands-on role for someone who can communicate confidently with clients, coordinate multiple deadlines, guide team members, resolve operational issues, and keep compliance, billing, and case-management work moving on time.

Key responsibilities

• Manage ongoing questions, emails, WhatsApp messages, meetings, complaints, and service matters for clients who have been with the company for more than 12 months.
• Identify clients whose Annual Compliance is due, create opportunities, prepare quotations, follow up, and close sales for the required services.
• Prepare invoices, follow up on outstanding payments, maintain CRM records, and notify clients when accounting transaction limits are exceeded.
• Generate opportunity reports, investigate discrepancies between current- and prior-year figures, and follow up on unpaid invoices across new sales, Post Sales, and ad hoc cases.
• Perform ad hoc order-processing checks, complete monthly order tallies, and issue monthly statements of account.
• Coordinate related Malaysia Employment Pass renewals, residential-address updates, and payroll matters.
• Liaise with clients and internal teams, handle unforeseen operational issues, and escalated renewal issues, company handovers, and other matters requiring management approval.

Corporate Secretarial Oversight (Managing of 2 or more staffs)

• Oversee corporate secretarial function and ensure filings and related tasks are completed on time.
• Set and monitor deadlines, follow up on outstanding work, identify reasons for delays, and provide clear instructions.
• Review regular task updates, conduct follow-up meetings, and prepare or elevate reports on relevant cases.
• Provide corporate secretarial work coverage when required.

Bank-Account Opening

• Coordinate bank-account opening applications for Singapore and Malaysia companies.
• Liaise with clients and banks on documents and follow up through to completion.

What we are looking for

• Relevant experience in corporate services, client servicing, operations, company secretarial work, accounting, auditing or a related professional-services environment.
• Working experiences as an Accountant, Auditor or Company Secretary is a plus
• Familiarity with Singapore and/or Malaysia corporate-services processes is an advantage.