Institutional Solutions Associate

ATRAM; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

ATRAM in the Philippines seeks an Institutional Solutions Associate to support servicing and relationship management for institutional and corporate clients, coordinating with internal and external stakeholders, maintaining client data and reporting, and ensuring adherence to risk and control requirements.

The role contributes to a reliable client experience while building the foundation for a career in institutional relationship management through accurate reporting, timely responses, and close

Qualifications

• Analytical thinking and problem solving are key for understanding client needs and delivering solutions.
• Strong verbal and written communication to collaborate with stakeholders and document outcomes.
• Adaptability and empathy help build trusted client relationships and handle changing requirements.

Responsibilities

• Coordinate with clients and internal teams to address requirements and meet service levels.
• Maintain high-quality client data, records, and reporting for decision making and servicing needs.
• Apply policies and controls to strengthen risk management and improve turnaround times.

Skills

Analytical thinking

Problem solving

Adaptability

Empathy

Communication skills

Education

Business-related degree

Job description

Role Summary:

The Institutional Solutions Associate supports the effective servicing and relationship management of institutional and corporate clients by coordinating with internal and external stakeholders, maintaining reliable client information and reporting, and ensuring adherence to established risk and control requirements. The role contributes to a consistent client experience while building the foundation for a career in institutional relationship management.

What Business Outcomes the Role is Responsible for:

• Deliver a Reliable Institutional Client Experience: Coordinate effectively with clients and internal teams to address requirements, meet agreed service levels, and provide responsive support that strengthens long-term client relationships.


• Ensure Accurate & Timely Client Reporting: Maintain high-quality client data, records, reports, and reconciliations to provide Relationship Managers and institutional clients with reliable information for decision-making and servicing requirements.


• Strengthen Risk, Compliance & Service Execution: Apply established policies, controls, and regulatory requirements while proactively identifying and resolving issues and contributing to improvements that reduce errors, strengthen controls, and improve turnaround times.

What We’re Looking For in a Successful Candidate:

• Relevant Experience & Business Foundation: Graduate of a business-related course such as Business Administration, Finance, Economics, Accounting, Industrial or Management Engineering, or Mathematics, with above-average academic performance and at least one year of experience in a financial institution support role, preferably servicing institutional clients within Trust or Operations.


• Institutional Client & Financial Knowledge: Demonstrates an understanding of institutional and corporate clients, including basic financial statement and annual report analysis, common corporate transactions, investment products, and the servicing requirements of entity accounts.


• Client-Centricity & Relationship Skills: Combines analytical thinking, problem solving, adaptability, empathy, and strong verbal and written communication skills to understand client needs, collaborate effectively with stakeholders, and build trusted long-term relationships.