Finance, Travel & Healthcare Client Advisor

Recruitify_HR; Davao Region; On-site; PHP 320,000 - 450,000; Full time

Job summary

Recruitify_HR is seeking a client services associate to assist clients with financial portfolios, travel arrangements, and healthcare needs, delivering timely information on financial products and services. The role emphasizes accuracy and proactive communication.

You will coordinate with service providers to meet client requirements, maintain meticulous records of interactions and transactions, and perform market research to stay ahead of trends in finance, travel, and healthcare sectors.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 1–3 years of experience in financial services or related areas.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office Suite.
• Detail-oriented with excellent organizational abilities.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Assist clients in managing their financial portfolios, travel arrangements, and healthcare needs.
• Provide timely and accurate information regarding financial products and healthcare services.
• Coordinate with various service providers to ensure that client needs are met efficiently.
• Maintain records and documentation for each client interaction and transaction.
• Perform market research to stay updated on trends in finance, travel, and healthcare sectors.

Skills

Strong communication

Interpersonal skills

Proficient in Microsoft Office Suite

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Microsoft Office Suite

Job description

Recruitify_HR is seeking a client services associate to assist clients with financial portfolios, travel arrangements, and healthcare needs, delivering timely information on financial products and services. The role emphasizes accuracy and proactive communication.

You will coordinate with service providers to meet client requirements, maintain meticulous records of interactions and transactions, and perform market research to stay ahead of trends in finance, travel, and healthcare sectors.