Client Service Associate
MicroSourcing
Date: 3 weeks ago
City: Quezon City
Contract type: Full time
Discover your 100% YOU with MicroSourcing!
Position: Client Service Associate
Location: Global One, Eastwood Libis Quezon City
Work setup & shift: Hybrid / 2x a week
Why join MicroSourcing?
 Managing response tracking and follow-up for event invitations.
 Compiling client data for onboarding and initial CRM entry.
 Sending agreements and obtaining signatures via DocuSign.
 Preparing and managing client documents and meeting folders.
 Updating clients on the status of applications (insurance, investments, etc.).
 Providing administrative support for financial planning activities.
 Handling investment paperwork and facilitating processing.
 Entering financial data into various software with speed and accuracy.
 Review data for errors, discrepancies, or missing information and correct as
necessary.
 Updating and maintaining client contact information in CRM and financial
planning tools.
 Logging and managing compliance-related documentation.
 Coordinating the rollover and consolidation of old investment accounts
About MicroSourcing
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
Our Commitment to 100% YOU
MicroSourcing believes that our strength lies in the diversity and talent of our people. We foster an inclusive culture that embraces all races, genders, ethnicities, abilities, and backgrounds. We provide space for different perspectives and offer opportunities for everyone to thrive.
At MicroSourcing, equality isn’t just a slogan—it’s our way of life. We don’t just accept your unique, authentic self—we celebrate it and value every contribution to our collective success and growth. Join us in celebrating YOU and your 100%!
For more information, visit https://www.microsourcing.com/
Position: Client Service Associate
Location: Global One, Eastwood Libis Quezon City
Work setup & shift: Hybrid / 2x a week
Why join MicroSourcing?
- Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one (plus one or more dependents), paid time off with cash conversion, group life insurance, and performance bonuses.
- A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
- Work-Life Harmony: Benefit from flexible work arrangements that help you balance work and life.
- Career Growth: Take advantage of continuous learning and career advancement opportunities.
- Inclusive Teamwork: Join a team that celebrates diversity and fosters an inclusive culture.
 Managing response tracking and follow-up for event invitations.
 Compiling client data for onboarding and initial CRM entry.
 Sending agreements and obtaining signatures via DocuSign.
 Preparing and managing client documents and meeting folders.
 Updating clients on the status of applications (insurance, investments, etc.).
 Providing administrative support for financial planning activities.
 Handling investment paperwork and facilitating processing.
 Entering financial data into various software with speed and accuracy.
 Review data for errors, discrepancies, or missing information and correct as
necessary.
 Updating and maintaining client contact information in CRM and financial
planning tools.
 Logging and managing compliance-related documentation.
 Coordinating the rollover and consolidation of old investment accounts
About MicroSourcing
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
Our Commitment to 100% YOU
MicroSourcing believes that our strength lies in the diversity and talent of our people. We foster an inclusive culture that embraces all races, genders, ethnicities, abilities, and backgrounds. We provide space for different perspectives and offer opportunities for everyone to thrive.
At MicroSourcing, equality isn’t just a slogan—it’s our way of life. We don’t just accept your unique, authentic self—we celebrate it and value every contribution to our collective success and growth. Join us in celebrating YOU and your 100%!
For more information, visit https://www.microsourcing.com/
- Terms & conditions apply
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