About the job Client Services Liaison
Position Title: Client Services Liaison
Work Set Up: Onsite
Schedule: 7:00 AM - 4:00 PM PHT
Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga
Quick Rundown:
The position involves working closely with our Client Services Managers to facilitate reviews with clients so they can discuss changes to their circumstances and assess for any potential opportunities through your prepared High Level Summary, capturing clients investment portfolios over the past year.
What You’ll Do:
Build summaries of client’s positions, history, and future financial capacity
Speak to Australian clients and staff as required to confirm client details
Thoroughly analyze, summarise, and update client files on an ongoing basis
Preparing High-Level Summaries (HLS)
Ensure all Client High-Level Summaries are completed in line with the review process
Preparing PowerPoint Presentations for Annual Reviews with Clients from a template
Preparing Review Letters with Clients from a template
Liaising with Client Service Managers to book in reviews via Microsoft Teams or onsite at our Offices in Australia
Ensure accurate and professional details are kept via Salesforce, file notes and shared drive
Performs other duties as assigned
What We’re Looking For:
Minimum 2-3 years of experience in an administrative role
Graduate of any Business-related course or similar administrative experience in the BPO industry (preferred)
Proficiency in Microsoft Office programs
Excellent written English communication skills
Strong attention to detail
Why You’ll Love Joining the CO Fam!
At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup-it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.
Here’s what’s in store for you:
Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.
Beyond Work: Enjoy our in-office swimming pool (lowkey flex!), CO Club gaming lounge, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.
Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.
Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.
Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.
Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches!
At CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!