Client Service Officer

Client Service Officer

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 resolution.
• Ensure all client requests are processed in accordance with established policies, procedures, and regulatory requirements.
• Complies with company and group policies and maintains compliance awareness.

Responsibilities:

• Respond to client inquiries via phone, email, and other communication channels in a timely and professional manner.
• Provide accurate and helpful information to address client needs and build rapport.
• Process various client requests, including subscriptions, redemptions, transfers, and account updates.
• Maintain accurate client records, documentation, and correspondence in systems and other databases.
• Ensure data integrity and compliance with all internal and external record-keeping requirements.
• Escalate complex inquiries and coordinate with relevant teams to ensure prompt resolution.
• Identify opportunities to enhance the client experience and improve service delivery processes through feedback collection and technology enhancements.
• Perform other related tasks as may be assigned by the immediate superior.

Qualifications:

• Bachelor's degree in Business Administration or a related field.
• Proven 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 trust and rapport with clients.
• Proficient in computer literacy, especially Microsoft applications.
• Strong problem-solving abilities and a customer-centric mindset.
• Keen attention to detail with an instant grasp of process orientation, accountability, and a sense of urgency.

To have your application processed, all interested applicants are REQUIRED to submit their updated résumé and complete our Head Office Online Application Form through the link below:

https://forms.gle/YkpRNNF7mrSykmXQ9

Please ensure that all required information is complete and accurate. Our Recruitment Team will review your submission and contact qualified candidates regarding the next steps in the hiring process.

Applications with incomplete information or without a submitted online application form may not be processed.

About Us:

Philequity Management, Inc. (PEMI)

An investment management company established in 1994. It manages and distributes mutual funds, helping clients invest according to their financial goals. A mutual fund pools money from many investors and invests it in a range of securities, managed by professionals.

Vantage Financial Corporation (VFC / e-Biz)

The Group's customer-facing company and a Western Union operator. It offers money transfer (remittance), money changing, Bayad Center bills payment, eLoad, airline ticketing, and Philequity mutual funds. Since 1999, it has grown from 3 to over 100 company-owned branches, with a sub-agent network of more than 1,000 locations nationwide.