Senior Associate, Client Lifecycle Management (CLCM)

Manatal; Taguig; Hybrid; PHP 250,000 - 450,000; Full time

Job summary

Manatal is seeking a Senior Associate for Client Lifecycle Management in the Philippines. The role focuses on contract reviews, fee cap identification, and quality control under senior supervision.

You will collaborate with regional teams and support process improvements while maintaining accuracy and compliance. The ideal candidate has a degree in accounting/finance/business or tech, strong English, and a detail-oriented, team-player mindset.

Qualifications

• Degree in accounting, finance, business, or computer/technology.
• Good English communication skill.
• Detail oriented and a team player.
• Fresh graduate or sub-degree holder with relevant experience.
• Strong Excel skill is an advantage.

Responsibilities

• Review contracts and identify fee caps under supervision.
• Assist in process improvements and quality control.
• Support task completion for Delaware/Global Entity Services.
• Ensure accurate execution of assigned tasks and communications.

Skills

Good English

Detail oriented

Team player

Positive attitude

Flexible/adaptable

Education

Degree in accounting, finance, business, or computer/technology

Fresh graduate or sub-degree holder with relevant experience

Tools

Excel

Job description

Senior Associate, CLCM

Job Description

Roles and Responsibilities

Under the supervision of team SUPs, AVPs, VPs, and SVPs, Client Lifecycle Management Associates provide services to internal stakeholders as follows:

Revenue Opportunities

• under guidance of a SUP, AVP, VP, or SVP, ensure the review completion of assigned contracts, and accurately identify fee caps stipulated within;
• under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to ensure quality control for each jurisdiction;
• under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to streamline the overall process; and
• perform review tasks, and help cover responsibilities of SA as necessary.

Delaware Entity Services/Global Entity Services

• under guidance of a SUP, AVP, VP, or SVP, ensure the accurate, and timely completion of tasks assigned.
• under guidance of a SUP, AVP, VP, or SVP, assist in managing the communication, and planning with stakeholders;
• under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to streamline overall process; and
• perform review tasks, and help cover responsibilities of SA as necessary.

Docusign/Docufi ling

• under guidance of a SUP, AVP, VP, or SVP, ensure the accurate, and timely completion of tasks assigned;
• under guidance of a SUP, AVP, VP, or SVP, assist in managing the communication, and planning with stakeholders;
• under guidance of a SUP, AVP, VP, or SVP, work with fellow juniors to explore ways to streamline overall process;
• ensure quality control of envelopes created, and proper fi ling of documents are followed;
• perform review tasks, and help cover responsibilities of SA as necessary.

Training and Development

• demonstrating a commitment to acquiring new capabilities, and constantly striving to improve performance;
• proactively seeking out, and taking advantage of training and development opportunities; and
• developing a continuous learning plan with the consent of the AVP, VP, and SVP.

Risk Management

• acting in accordance with legal, regulator, and internal risk management requirements, including complying with all MFS policies and procedures, and internal guidance notes; and
• reporting business issues to the SVP, and Global Head.

Business Process Management

• understanding, and speaking knowledgably about the fi r m’s services, and their value;
• developing personal networks inside, and outside the fi r m for the benefi t of the fi r m;
• delivering engagements on time, and to the client’s full satisfaction;
• exhibiting integrity, and confronting unethical actions;
• being aware of the sensitivity of information, and treat it appropriately; and
• demonstrating a high productivity level in work through time, and cost control.

Other

• ad-hoc projects, including reporting, as required.

Required

• Degree in accounting, fi nance, business, or computer/technology
• Good English communication skill
• Detail oriented
• Team player
• Positive attitude
• Flexible and adaptable to changes
• Fresh graduate or sub-degree holder with relevant experience
• Ability to take each piece of work seriously
• Relevant experience in accounting, fi nance, business, or computer/technology

Top 5 Non-Negotiable/Priority Requirements

• Degree holder in accounting, fi nance, business, or computer/technology
• Fresh graduate or sub-degree holder with relevant experience will be considered
• Good English communication skill
• Strong Excel skill is an advantage
• Detail oriented, able to take each piece of work seriously
• A team player with positive attitude, fl exible and adaptable to changes