Institutional Client Solutions Specialist

ATR ASSET MANAGEMENT, INC.; Philippines; On-site; PHP 350,000 - 650,000; Full time

Job summary

ATR Asset Management, Inc. in the Philippines is seeking an Institutional Solutions Associate to support servicing and relationship management of institutional and corporate clients.

You will coordinate with internal and external stakeholders, maintain reliable client information and reporting, and help ensure adherence to risk controls. This role lays the foundation for a career in institutional relationship management by delivering accurate data, timely reporting, and proactive issue

Qualifications

• Bachelor’s degree or higher in a business-related field with solid academic performance.
• Experience or exposure to institutional client servicing in financial services is preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Coordinate with clients and internal teams to address requirements and service levels.
• Maintain high-quality client data, records, and reporting to support decision-making.
• Support risk and compliance processes by adhering to policies and improving controls.

Skills

Analytical thinking

Problem solving

Adaptability

Empathy

Communication skills

Education

Bachelor’s degree in Business/Finance/Economics/Accounting/Industrial or Management Engineering/Mathematics

Job description

ATR Asset Management, Inc. in the Philippines is seeking an Institutional Solutions Associate to support servicing and relationship management of institutional and corporate clients.

You will coordinate with internal and external stakeholders, maintain reliable client information and reporting, and help ensure adherence to risk controls. This role lays the foundation for a career in institutional relationship management by delivering accurate data, timely reporting, and proactive issue