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Advisor, Client Solutions

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Advisor, Client Solutions

  • Location:

    City of Taguig

  • Sector:

    Monroe Information Technology

  • Job type:


  • Salary:

    To be discussed

  • Contact:

    Andrea Tiamson

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Client:

    Monroe Consulting Group

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf of a worldwide leader in financial technology solutions and software.

Job Summary:

Our respected client is seeking an Advisor, Client Solutions. You will be Answering client questions globally through expert telephone, email, instant message, and proprietary communication channels Support Company applications, Create custom Company models and screens, and Solve complex financial queries. The job is in Taguig City, Metro Manila, Philippines. Currently in Hybrid Setup (Shuttle Service is provided).

Key responsibilities and accountabilities:

  • A proficient understanding of the Company Workstation, the content clients consume through Company and Microsoft Excel
  • Follow procedures for maintaining the highest level of quality support for all Company clients
  • Share ideas and promote suggestions for improvement of workflows
  • Cooperate and liaise with other Company groups, including Client Solutions, Sales, and Product Development
  • Meet targets and goals set by exhibiting motivation and high performance
  • Attending internal meetings, training sessions, and completing projects as requested
  • Keep up to date with the market we are operating in, including our products and competitors
  • Progress is reviewed informally monthly, followed by formal 6-month and yearly reviews as per Company procedure
  • It is the employee's responsibility to keep updated with any changes made to them

Requirements for the position:

  • Bachelor's degree of any course
  • English is spoken fluently
  • Strong analytical and problem-solving skills as well as experience in advanced web-searching
  • Highly organized
  • Genuine interest or experience in financial markets
  • Excellent communication and interpersonal skills
  • Hardworking and proactive
  • Ability to work independently using creative thinking without extensive direction
  • Strong work ethic and highly self-motivated
  • Positive team player attitude