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Client Service Associate

Cross Border Wealth is looking for an experienced, professional, and courteous Client Service Associate to work alongside the Client Service Manager. The Client Service Associate will assist the Client Service Manager in all areas of the business. They include but are not limited to, customer service, compliance, administration, and operations.

To ensure success in this role, the ideal candidate should demonstrate excellent active listening and communication skills, good personal presentation, politeness, and tact, and be able to function in a high-pressure environment. The noteworthy Client Service Associate should provide timely solutions to client’s problems, build sustainable and continuous relationships with clients, and show initiative and drive when dealing with client requests.

Client Service Associate Responsibilities:
  • Report to the Client Service Manager.
  • Assist with all administrative, operational, and client service tasks.
  • Liaise with different departments about client queries.
  • Deal with client requests and troubleshoot problems.
Client Service Associate Requirements:
  • Business Degree or related qualification.
  • Excellent communication skills.
  • Ability to meet deadlines.
  • Computer literacy.
  • Calm, polite, and professional behavior.
  • Reliable and self-motivated.
  • High attention to detail.
  • General business knowledge.
  • Superior organizational and time management skills
  • Strong service orientation.
  • Team player.
  • Required language(s): English
  • At least 3 Year(s) of working experience in the related field is required for this position.

This is an office-based position in Manila with hours from 2-11pm Manila time.

Job Types: Full-time, Permanent

For more information and interested applicants, please send us an email to: careers@crossborder-wealth.com

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