Client Services Associate

Discover your 100% YOU with MicroSourcing!

Position: Client Services Associate

Location: Global One, Eastwood, Libis, Quezon City

Work setup & shift: Night shift | Onsite

Why join MicroSourcing?

You'll have:

• 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: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role:

As a Client Service Associate, you will:

• Send and process paperwork for client engagement.
• Manage response tracking and follow-up for event invitations.
• Compile client data for onboarding and initial CRM entry.
• Send agreements and obtaining signatures via DocuSign.
• Facilitate the insurance underwriting and application process for life and disability insurance.
• Prepare and manage client documents and meeting folders.
• Update clients on the status of applications (insurance, investments, etc.).
• Provide administrative support for financial planning activities.
• Handle investment paperwork and facilitating processing.
• Schedule client meetings and reviews.
• Send client gifts for significant life events.
• Update and maintain client contact information in CRM and financial
• planning tools.
• Log and manage compliance-related documentation.
• Manage the inflow and outflow of client funds via ACH transactions.
• Coordinate the rollover and consolidation of old investment accounts.

What You Need:

Non-negotiables

• Excellent attention to detail, be able to work quickly and accurately, and possess strong computer skills
• Four-year degree or equivalent work experience
• 1-3 years of experience
• Excellent verbal and written communication
• Possess an up-beat, positive, service-oriented, and can do attitude
• Ability to maintain the confidentiality of information
• Ability to coordinate multiple tasks and priorities in a fast-paced environment
• High attention to detail
• Proficiency with Microsoft Office and Outlook
• Exceptional organization and problem-solving

Preferred Skills/Expertise:

• Knowledge of the insurance/financial services industry
• Working knowledge of Money Guide Pro, Salesforce, and Orion
• Proficient with Office 365
• Knowledge of Estate Planning, U.S. tax, and investments a plus

----

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 firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's 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