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.