Client Servicing Officer
Full-time
Vantage Financial Corporation
Job Summary:
The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.
Responsibilities:
- Serve as the main liaison between the fund management company and its clients, managing all aspects of client relationships and inquiries.
- Responsible for conducting and creating new content for seminars, presentations, and client calls.
- Effectively communicate investment strategies, fund performance, and market insights to clients in a clear and concise manner.
- Anticipate and respond to client concerns or complaints in a timely and professional manner, demonstrating empathy and a commitment to resolving issues satisfactorily.
- Assist in identifying opportunities to enhance the client experience and improve service delivery processes through feedback collection and continuous improvement initiatives.
- Stay informed about industry trends, regulatory changes, and competitor offerings to provide informed advice and guidance to clients.
- Ensure maintenance of accurate client records, documentation, and reporting in compliance with regulatory requirements and internal policies.
Qualifications:
- Bachelor’s degree in Business Administration or related field
- With experience in customer service or similar roles within the financial industry, preferably fund management
- Knowledgeable in capital markets, investment products, and regulatory frameworks
- Excellent communication and interpersonal skills with the ability to build rapports and trust with clients
- Strong problem-solving abilities and a customer-centric mindset
- Proficient in computer literacy especially Microsoft applications
- Keen to details and has instant grasp on process orientation
- Has sense of urgency and accountability
About Us:
Vantage Financial Corporation (operating under the name e-Biz) is the Group's international money transfer service provider with additional offerings in its money change, bills payment, and airline ticketing services. Starting from just 3 service centers in 1999, e-Biz today operates in over 150+ locations across the country with an additional sub-agent network that complements its reach to over 1000+ locations nationwide.
Philequity Management, Inc. (PEMI) is the Group's investment management arm offering an array of mutual funds. The company's flagship Philequity Fund has garnered multiple awards from local and foreign agencies in its consistent track record of outstanding returns since its inception.
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Client Servicing Officer in Taguig vacancy
- ...being of our community. We are expanding our team and are looking for compassionate and competent individuals to join us as Client Service Officers. Job Description: A Client Service Officer is an Entry-Level Position. You will play a vital role in delivering...
- ...Job Description Position: Investor Relations Officer/Client Service Officer Position Summary The Investor Relations Officer will be responsible for managing customer-centric campaigns and project updates. Essential Duties and Responsibilities...
- ...Job Summary: We are seeking a results-driven and client-focused Client Relationship Officer to manage key client accounts and support business growth... ...ensuring consistent delivery of recruitment and staffing services Act as the main point of contact for client hiring...
- ...Sciences organizations. We work with our clients to deliver a high-quality attendee... ...measured by task due dates and applicable service level deliverables. Communicate timely... ...Proficiency in PC applications, Microsoft Office suite of products (Word, Excel, PowerPoint...
- ...Contact Centre. This role plays a key part in transforming client interactions into exceptional service experiences through data-driven decision-making,... ...including Client Services, CX, Online Services, Back Office, and other functional teams to resolve issues, align objectives...
- ...Job Summary: Address inquiries, resolve issues, and provide support related to client investment accounts, transactions, and account servicing needs. Coordinate with internal departments, including operations and accounting, to resolve client issues and ensure timely...
- ...Client Relationship Management: # Serve as the primary point of contact for clients, ensuring effective communication... ...with other teams (e.g., financial advisors, back-office operations) to ensure seamless service delivery and client satisfaction. Training & Mentorship...
- ...Essential Functions Manage a team of meeting planners including office-based/ home-based/hybrid employees. Drive optimal... ..., quality, effective communication, and overall customer service. Ensure client defined business rules are applied by team throughout the planning...
- ...Assist customers with inquiries via phone. Provide information about products and services to enhance customer experience. Resolve customer complaints and issues in a timely manner. Maintain customer records and documentation of interactions. Collaborate with...
- ...Overview Under guidance, controls the report generation process and provides guidance and support to clients daily or as a specialist on specific products/services. Essential Functions Ensures the contract fulfillment to specifications of basic and routine...
- ...call and email. Maintains accurate records of customer interactions and transactions. Collaborates with team members to improve service processes and customer satisfaction. Qualifications: Must be a high school graduate (old curriculum or K-12 or SHS graduate)....
- ...Client Service Account Manager Work Onsite; Taguig, Philippines Job Summary: As a Client Service Account Manager, you will be a key advisor to our clients, providing strategic advice and consultation. You will partner with internal teams to develop and implement...
- ...Description Manage the client service desk operations to ensure high-quality support for clients. Oversee the performance and training of the service desk team. Develop and implement service level agreements (SLAs) to ensure prompt resolution of client inquiries...
- ...Job Overview Manages client expectations and ensures the delivery of business services, products and solutions to ensure client satisfaction, retention and brand preservation. Essential Functions Takes responsibility for the quality of service delivered to clients...
- ...Client Profile: One of the fastest growing IT companies not only in the Philippines but also in Canada Position: Sr. Client Services Desk- Financial Company Industry: BPO Company Location: McKinley, Taguig City Salary Offer: Php23,000-Php30,000 Work Schedule...
- ...Negotiable: *Minimum 5 years of experience in financial services, including at least 2–3 years in client services, contact centres, wealth management,... ...including Client Services, CX, Online Services, Back Office, and other functional teams to resolve issues, align...
- ...Collaborate as an integral part of the client Core Team which comprises of meeting planners... ...of (events) planning, and/or customer service experience or equivalent ~ Previous work... ...Proficiency in PC applications, Microsoft Office suite of products (Word, Excel,...
- ...Responsible for providing support to clients of Compliance Services, specifically for Transparency. This role is versatile but is focused on transparency... ...desirable, but not mandatory • Proficiency in MS-Office, Word, and Outlook • Advanced abilities with MS Excel required...
- ...Job Title: Client Services Manager (RPO) Location : BGC Arrangement/Shift: Full-Time/Onsite; 11PM to 8AM Key Responsibilities: Leadership & Strategy: Lead managers and teams; set direction and KPIs; drive performance; build leadership bench and succession plans...
- ...Description Oversee daily operations of the Client Service Desk, ensuring optimal service delivery. Lead and mentor a team of customer service representatives in the financial and wealth management sectors. Implement efficient procedures to handle client queries...
- ...Job title: Senior Client Services Agent - Financial Account JOB ID: J1125-1281 Category: Finance Work Set-up: Taguig (100% Onsite) Work shift: Graveyard/Night shift Salary range: Non-Financial Account (BPO Voice): PHP 25,000 – 30,000 With Financial Experience...
- ...City (BGC) Corporate Title: Junior Officer to Senior Manager Work Arrangement... ...us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer . In this role... ...in people and in process, product, and service enhancements, and embrace new ideas to...
- ...Client Profile: It is an insurance company that was established in the year of 2006. They provide or operate within the finance and insurance of their client. Industry: Financial - Insurance Agency Location: BGC, Taguig City Salary: Php35,000 – Php40,000 Schedule...
- Client Services Agent (Financial) Position Description The Client Services Agent plays a critical role in delivering high-quality customer... ...with proficiency in CRM systems, ticketing tools, Microsoft Office, and other relevant platforms, and a strong retention of call...
- ...enhance efficiency. You will provide advanced Client support and ensure high-quality Asset... ...provide technical guidance to junior officers within the KYA team ~ Assist with quality... ...~3-5 years of experience in Financial Services/Fund Services industry , or related...
- ...life at Alter Domus at careers.alterdomus.com The Senior Officer, Client Onboarding Support is responsible for executing and... ...Legal & Compliance Core Client Delivery Operations (Investor Services, Payments, Platform Delivery/Technology, Reconciliations) Track...
- ...of working at least three days a week in the office. In this role, you will attend sales meetings... ...an in-depth understanding of the business service offerings and products and applies it to market research and client appraisals. Assists senior level colleagues...
- ...messages, hailing a taxi cab and suggesting excellent places to dine (if needed) # Main role in organizing, managing, and keeping an office running # Responsible for clerical and organizational tasks like file organizing, scheduling appointments, assisting other staff...
- ...We are seeking a passionate and motivated Client Experience Specialist to serve as the primary point of contact for our clients. In... ...internally, gathering feedback to help improve product features and service processes. Issue Resolution: Troubleshoot client issues...
- ...to make the Philippines be known globally as a tech hub. Umpisa Inc. is a progressive technology services company that partners with select industries, clients and people to work on pioneering and industry-changing solutions via digital transformation, modern software...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Servicing Officer. Be the first to apply!
