Client Services Team Member

The Consultant Agency; Philippines; Presencial; PHP 400.000 - 800.000; Jornada completa

Descripción de la vacante

The Consultant Agency in the Philippines is seeking a Client Services Team Member to support client administration, course coordination, and professional client support. This role ensures a reliable training journey from enrolment through completion for students, employers, trainers, and internal stakeholders.

You will manage enrolments, communications, and data across systems, support scheduling, and help maintain compliance and reporting.

Formación

• Post-secondary qualification preferred (e.g. Diploma or Certificate IV in Business Administration).
• Experience: 3-5 years in a similar role or 5+ years administration preferred.

Responsabilidades

• Handle client communications by phone and email.
• Coordinate enrolments, transfers, and invoicing records.
• Maintain accurate client, course, and payment data across systems.
• Support trainers with course resources and scheduling.
• Ensure compliance with privacy and data handling policies.
• Collaborate across teams to improve processes and service.

Conocimientos

English proficiency

MS Office

SMS/LMS systems

Zoom

Monday.com

Canvas

Invoicing & receivables

Client service

Organisational skills

Independent work

Educación

Diploma or Certificate IV in Business Administration

Herramientas

Word

Excel

PowerPoint

Outlook

Descripción del empleo

Company : The Consultant Agency Job Type : Full Time Philippines

Client Services Team Member

Job Description - Client Services Team Member

Role Summary The Client Services role ensures smooth client administration, accurate course coordination,and professional client support so students, employers, trainers, and internal stakeholdersexperience a reliable and compliant training journey from enrolment through completion.

Main Duties & Responsibilities

Client Communications

• Handle phone and email enquiries as requested
• Send correspondence and provide general client support

Student Managemen t

• Manage the end-to-end client administration lifecycle, including enrolments,transfers, cancellations, extensions, results, certificates, qualifications,reactivating/concluding clients in SMS/LMS systems and student status updates.
• Maintain accurate client, course, invoicing, and payment-plan records acrossrelevant systems, including daily updates, receivables follow-up, and requiredpayment reminders.
• Coordinate proactive client touchpoints, including course progress checkpoints,expiry reminders, response handling, and associated communication.
• Ensure sensitive identity data is managed, purged, and maintained in line withprivacy, compliance, and internal process requirements.
• Support broader client services priorities, including process improvement activitiesand transition support for any new Student Management System.

Training Coordination

• Set up courses, coordinate student communications, and support trainers toensure training delivery is organised, timely, and well supported.
• Troubleshoot enrolment, learning, and delivery-system issues promptly, escalatingcomplex matters when required.
• Assist with course resources, session preparation, and post-course administrationto support a consistent learner experience.

Scheduling & Administration

• Support training calendar management, course setup, reporting, and internaladministration so schedules, records, and delivery requirements remain current.
• Maintain client databases and internal systems with accurate, timely, andcomplete information.
• Assist with compliance activities, external reporting, SOP compilation, and ad hoc research as required.
• Work collaboratively with management, trainers, assessors, business development,compliance, marketing, and office staff to resolve issues and keep operationsmoving.

Skills & Experience

Qualifications

• Post-secondary qualification preferred (eg Diploma or Certificate IV in BusinessAdministration).

Experience

• Minimum of 3-5 years in a similar role or industry or min 5 years administrationexperience preferred.

Skills

• English proficiency (clear, confident verbal and written communication skills)
• Intermediate to advanced Microsoft Office skills, including Word, Excel, PowerPoint,and Outlook.
• Experience with Student Management Systems, Learner Management Systems,Zoom, Monday.com, Canvas, invoicing, and receivables processes is valued.
• Strong client service, database management, written communication, and verbalcommunication skills
• Highly organised, detail-focused, and able to manage recurring deadlines,competing priorities, and repetitive accuracy-sensitive tasks.
• Able to work independently, collaborate effectively in a small team, solve problemsconstructively, and identify opportunities to improve processes.

Performance Expectations

• Be punctual, accessible, and responsive during working hours, with timely follow-upon client, trainer, and internal requests.
• Complete data entry, enrolment, invoicing, reporting, and compliance tasksaccurately, consistently, and within required timeframes.
• Communicate professionally with clients, suppliers, trainers, and colleagues acrosswritten, phone, and system-based channels.
• Manage recurring tasks with minimal supervision, elevate risks or unclear issuesappropriately, and maintain visibility of deadlines and priorities.
• Follow company values, policies, procedures, privacy obligations, and compliancerequirements while contributing practical ideas that improve service quality overtime.