Client Services Administrator

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Do you dream of a career where your skills are valued, your growth is supported, and your work makes a difference?

Are you organized, reliable, and passionate about helping clients succeed?

If you’ve got a background in Office Administration or Finance and want more than just a routine desk job — OBP wants to meet you.

Job Summary

  • HMO on Day 1
  • Receive promising perks and rewards
  • Experience travel opportunities
  • Get recognized for what you do
  • Achieve work-life balance
  • Improve exponentially with enhanced learning

Responsibilities

Salary : 35,000 - 40,000

Administration Support 

  • Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner
  • Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
  • Document production and formatting 

External Client Support Work 

  • On-boarding and maintenance of clients including preparation of new client agreements and other applications
  • Processing cash payments and receipts

Teamwork 

  • Ensure that the daily deliverables are met
  • Proactively support team members as required 
  • Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly 

Data Management 

  • Maintain data entry requirements by following procedures and processes
  • Verify entered client information to ensure data integrity

Compliance and Values 

  • Comply with policies and procedures at all times
  • Act in accordance with  Group’s Values
  • Actively execute all activities in an honest, compliant and trustworthy manner 
  • Respect and maintain confidentiality of client information at all times
  • Report any issues relating to compliance and risk management to the Director – Client Operations and Legal, Risk Compliance and Governance Team;
  • Assist in special projects including internal reviews and system improvements

Requirements

  • Certificate in Office Administration or tertiary qualifications in Finance desirable
  • Minimum 2 years’ experience in an administration role
  • Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
  • Excellent verbal, written and interpersonal communication skills
  • Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
  • Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
  • Team player and proactive in assisting the team, shows control and provides support when required
  • Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels
  • Mature, discreet and demonstrates sound judgement  
  • Must be ok to work on site in Ortigas Pasig and Cubao
  • No work schedule preference

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