Client Success Specialist Financial Services

Discover your 100% YOU with MicroSourcing!

Position: Client Success Specialist – Financial Services

Location: Eastwood, Libis, Quezon City

Work setup & shift: Hybrid, Day shift

Why join MicroSourcing?

Youll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
  
  

Your Role

Position Summary:

We are looking for a Client Success Specialist – Financial Services within the operations

team. This role is ideal for someone with strong onboarding and client-facing experience in financial services who is comfortable taking initiative, managing onboarding, and ensuring core processes are executed accurately and on time. While this role is focused on client onboarding, data hygiene, and general client communications will also be part of the functions completed as you get more comfortable with how we operate.

Key Responsibilities

• Responsible for end-to-end client onboarding, including AML/KYC reviews and investor accreditation checks.
• Responsible for Financial Adviser onboarding, including ensuring that key agreements are signed and due diligence is completed
• Proactively identify and improve inefficiencies in the onboarding processes.
• Support internal reporting and audit processes, where necessary.
  
  

What You Need

• 7+ years of experience in financial services, ideally with 3+ years of experience in onboarding, AML/KYC, and compliance.
• Highly organised, solutions-oriented, and detail-focused.
• Effective communicator with the ability to work autonomously.
  
  

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our companys strength lies in our peoples diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – its our commitment. Our way of life. Here, we dont just accept your unique authentic self - we celebrate it, valuing every individuals contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply

---