Client Services Liaison

Position Title: Client Services Liaison

Salary Grade: 25,000 PHP a month

Reports To: Manager

Primary Relationships: Client Team

Date: May 2023

Schedule : 7AM to 4PM PHT

Responsibilities:

• Collaborate with Client Services Managers to facilitate client reviews, discussing changes in client circumstances and assessing potential opportunities based on prepared high-level summaries
• Build summaries of client positions, history, and future financial capacity, capturing relevant information from investment portfolios over the past year
• Thoroughly analyze, summarize, and update client files on an ongoing basis, ensuring accuracy and completeness of information
• Prepare high-level summaries (HLS) in accordance with the review process, providing concise and comprehensive overviews of client financial status
• Utilize templates to prepare PowerPoint presentations for annual reviews with clients, ensuring professional and visually appealing content
• Generate review letters for clients using predefined templates, tailoring them to reflect individual circumstances and outcomes
• Liaise with Client Service Managers to schedule review meetings, coordinating via Microsoft Teams or at our Future Assist Offices in Australia
• Maintain accurate and professional records of client details, interactions, and documents in Salesforce, file notes, and shared drives
• Perform other assigned duties as required to support the Client Services team

Requirements:

• Graduation from a Business-related Administration course is required
• Preferably, 1-2 years of relevant experience in a similar role, demonstrating proficiency in client services and administrative tasks
• Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively
• Strong attention to detail, ensuring accuracy in analyzing and summarizing client information
• Proficient in using Microsoft Office suite, particularly PowerPoint, Word, and Excel
• Effective communication skills, both written and verbal, to interact professionally with clients and internal teams
• Familiarity with CRM systems, preferably Salesforce, for maintaining client records
• Proactive and self-motivated, with the ability to work independently and as part of a team

COmpany Benefits:

• SSS, Philhealth, Pag-Ibig
• 13th Month Pay
• HMO and Life Insurance (AVEGA)
• Free Shuttle Service
• CO League - Monthly Company Activities
• CO Clubs
• CO Amenities Swimming Pool, Clinic and Kids zone
• CO Stars - Corporate Social Responsibility Involvement Scholarship Programs
• CO Academy - Training and Development Programs
• COolture Coach
• CO Gears
• Cool and Flexible Workplace
• Other Performance and Attendance Based Rewards
• Bereavement Leave
• Paternity Leave
• 7 days SOLO Parent Leave
• Magna Carta Leave
• Company Bank Loan