Hybrid Client Services & Admin Specialist

Emapta; Makati; Hybride; PHP 279 000 - 446 000; Plein temps

Avantages offerts par ce poste

Day 1 HMO coverage with free dependent

Hybrid work arrangement

Salary Package

20 annual leaves (including 5 credits)

Gym access

Training through Emapta Academy

Résumé du poste

Emapta Philippines in Makati seeks a Client Services & Administrative Assistant to support an Australian advisory team with professional client interactions and backend office tasks. The role starts onsite for 4–6 months training, then becomes hybrid, offering a day shift, weekends off, and a competitive salary.

You will manage executive support, coordinate calendars, handle financial planning documentation, and maintain accurate client records using XPLAN and other systems, delivering reliable

Qualifications

• Bachelor's degree required.
• At least 6 months to 1 year of BPO customer service experience handling inbound and/or outbound voice calls.
• Proven experience handling a high volume of professional customer or client calls in a BPO or contact center environment.
• Experience supporting financial services, banking, insurance, billing, accounts payable (AP), accounts receivable (AR), collections, accounting, or other finance-related accounts.
• Experience providing administrative and back-office support, including document processing, data entry, records maintenance, and coordination.
• Stable employment history with a consistent work record and demonstrated professional maturity and reliability.
• Excellent verbal and written English communication skills, with a confident and professional phone manner.
• Strong customer service, problem-solving, follow-up, and interpersonal skills.
• High attention to detail and accuracy in encoding, validating, maintaining, and managing information.
• Ability to multitask, prioritize responsibilities, and perform effectively in a fast-paced, high-volume environment.
• Willing to work onsite in Makati for 4 to 6 months of training before transitioning to a hybrid work arrangement.
• Must reside within approximately 30 minutes of Jaka Tower, Makati, or be willing to relocate nearby before employment.

Responsabilités

• Manage inbound and outbound calls with clients, providers, and stakeholders to gather, verify, and follow up on information while delivering exceptional customer service (no sales or cold calling).
• Provide executive administrative support to the Director by coordinating calendars, appointments, action items, reports, and daily business operations.
• Conduct online research and liaise with external providers to support financial planning and client service activities.
• Create and maintain accurate client records using XPLAN and other financial planning systems, ensuring data accuracy and compliance.
• Prepare and organize client documents, financial planning forms, Excel templates, and administrative records.
• Perform accurate data entry, document processing, records management, and information validation to maintain high-quality client files.
• Coordinate administrative and operational support to ensure efficient financial planning and client service workflows.
• Assist with ad hoc administrative tasks and operational initiatives that support business efficiency and service excellence.

Connaissances

BPO customer service

Inbound/outbound calls

English communication

Attention to detail

Multitasking

Formation

Bachelor's degree

Outils

XPLAN

Excel

Description du poste

Emapta Philippines in Makati seeks a Client Services & Administrative Assistant to support an Australian advisory team with professional client interactions and backend office tasks. The role starts onsite for 4–6 months training, then becomes hybrid, offering a day shift, weekends off, and a competitive salary.

You will manage executive support, coordinate calendars, handle financial planning documentation, and maintain accurate client records using XPLAN and other systems, delivering reliable