274 Client Advisory jobs in the Philippines

Why This Role Matters

We are seeking a proactive and detail-oriented Client Relations Manager to serve as the main point of contact between our clients and internal team. The ideal candidate will have excellent communication and organizational skills, with the ability to manage multiple client relationships, ensure smooth coordination of recruitment activities, and deliver an outstanding client experience.

Work Hours:
Monday to Friday, 9:00 AM to 6:00 PM Pacific Time

Salary:
$1100

How You'll Contribut

• eServe as the primary escalation point for clients managed by the CRM Specialists
• .Build and maintain strong, long-term client relationships through trust, transparency, and consistent communication
• .Collaborates with internal teams to meet client need
• sDirectly manage and support two CRM Specialists, providing coaching, mentorship, and performance feedback
• .Ensure CRM Specialists are aligned with company standards and client expectations
• .Review and approve communications, reports, and client updates prepared by CRM Specialists
• .Track team productivity and ensure timely delivery of client commitments
• .Prepare and present candidate endorsements tailored to client needs
• .Schedule and coordinate client interviews, follow-ups, and candidate feedback sessions
• .Manage client communications including check-ins, calendar scheduling, and inbox management
• .Prepare and facilitate job offers, ensuring accurate documentation and smooth handover
• .Track client activity and candidate progress in CRMs and maintain up-to-date records
• .Coordinate with recruiters and other internal departments to ensure alignment on client requirements and priorities
• .Organize and schedule client meetings, both internal and external, using platforms such as Google Meet and Zoom
• .Monitor client satisfaction and provide solutions to enhance their overall experience
• .Foster strong collaboration with colleagues and contribute to a positive, team-oriented environment
• .Contribute to process improvements to streamline client communications and internal workflows

**.

What Makes You a Great F**

• itProven experience in client relations, account management, or recruitment coordinatio
• n.Strong organizational and multitasking skills, with attention to detai
• l.Excellent verbal and written communication skill
• s.Proficiency in CRM tools and calendar management system
• s.Comfortable using video conferencing platforms (Google Meet, Zoom, etc.
• ).Ability to work independently while collaborating effectively with cross-functional team
• s.Professional, client-focused demeanor with problem-solving skill
• s.Experience handling international clients across different time zone
• s.Strong technical skills for managing digital tools, trackers, and productivity app

s.

Job Summary:

The
Client Relationship Manager
is responsible for leading and managing the sales team to achieve business growth, revenue targets, and market expansion. This role involves developing and implementing effective sales strategies, monitoring market trends, identifying new business opportunities, and building strong client relationships. The
Client Relationship Manager
will oversee sales operations, set performance goals, provide coaching and training to the team, and ensure customer satisfaction. The ideal candidate should have strong leadership skills, proven sales experience, and the ability to drive results in a fast-paced and competitive environment.

Job Responsibilities:

• Develops operating plans and objectives in accordance with the set sales strategies.
• Organizes and plans sales strategies to generate targeted sales volume.
• Reviews selling prices to maximize contribution and win biddings.
• Oversees promotional and advertising activities as part of the sales program of his group.
• Communicates and maintains sound public relations with customers and suppliers.
• Ensures adequate training of sales personnel.
• Performs other duties that may be assigned from time to time.

Job Requirements:

• Bachelor Degree Holder
• With at least 5 years experience as a Sales Manager
• Preferable with sales experience in water filtration, kitchen equipment or laundry machine.
• Goal oriented, good strategic planning, and organizing skill.
• Open to work onsite.
• Can start ASAP

Job Overview

Do you thrive in a fast-paced, client-facing environment? We're looking for a detail-oriented Client Relationship Coordinator to join our growing team. In this role, you'll ensure every client receives top-notch service by managing job requests, coordinating with operations, and keeping clients updated every step of the way. Your organizational skills and proactive communication will help drive smooth job completion and lasting client relationships.

Key Responsibilities

• Be the primary point of contact for clients, answering inquiries, providing updates, and managing job requests.
• Coordinate job scheduling and ensure the right engineers are assigned to meet client needs.
• Track job progress, share timely updates, and resolve changes or challenges quickly.
• Create accurate reports and invoices while managing additional job requests as they arise.
• Work hand-in-hand with dispatch and operations teams to ensure service delivery meets required SLAs.
• Maintain up-to-date client records and handle account-related administrative tasks.
• Manage job adjustments and uplifts, ensuring client approval and proper follow-through.
• Uphold high service standards to exceed client expectations.

Mandatory Skills

• Proven experience in customer service, account management, or scheduling.
• Excellent communication skills with the ability to manage complex requests.
• Strong organizational abilities to balance multiple clients and tasks.
• Comfortable using Microsoft Office, CRM tools, and scheduling software.
• Team-oriented mindset with a focus on client satisfaction.

Preferred Skills

• Experience in dispatch, B2B services, or operations support.
• Background in account management, reporting, or invoicing.
• Ability to quickly adapt to new tools and systems.
• Strong problem-solving skills with a proactive approach.

Why Join Us

By joining our team, you'll play a key role in ensuring client success and smooth operations. We provide a supportive environment, opportunities for career advancement, and a chance to make a real impact in a dynamic, service-driven company.

Grow your career with Australia's largest training resources provider

• Work from the comfort of your own home
• Be part of a dynamic & successful team
• Great career progression in a rapidly expanding company
• No weekend work

Role Overview

We are looking for an experienced and proactive Client Relationship Manager to manage and grow key client accounts, with a strong focus on retention and long-term relationship building. This role is essential in ensuring client satisfaction, maximizing account value, and identifying opportunities to expand the use of our products and services.

Responsibilities:

Reporting to the Customer Success Manager, your responsibilities will include:

• Build and maintain strong, long-term relationships with key clients to drive satisfaction, loyalty, and retention.
• Actively manage a portfolio of accounts, including regular outreach, business reviews, and ongoing needs analysis.
• Identify at-risk clients early and implement engagement strategies to re-establish value and reduce churn.
• Collaborate cross-functionally to address and resolve client issues, ensuring timely and effective outcomes.
• Identify opportunities to upsell or cross-sell additional services or features that meet client goals.
• Support onboarding and training of new clients, ensuring they have the tools and knowledge to succeed.
• Monitor and report on client health and activity using CRM tools, maintaining accurate and up-to-date records.

Requirements

An ideal candidate for this role will have:

• Strong background in client relationship management, account management, or customer success with a retention focus.
• Proven experience managing a portfolio of corporate or education-sector clients.
• Ability to quickly understand client needs and translate them into actionable solutions.
• Excellent interpersonal, communication, and negotiation skills.
• Results-oriented mindset with a proactive and positive approach to challenges.
• Experience in or familiarity with SMS, LMS, or vocational education/training environments is highly desirable.
• Proficient in Microsoft Office and CRM platforms (preferably Zoho CRM).
• Organised, responsive, and capable of managing multiple client accounts effectively.

Key Performance Indicators:

Productivity:

• Client Onboarding – number of clients successfully onboarded and trained per month
• Monthly Revenue Achievement – tracks revenue achievements vs revenue goals

Quality:

• Client Satisfaction Score (CSAT) – clients' satisfaction with the CRM's support and overall customer experience.
• Client Retention Rate – percentage of clients who stay with the company after a certain period, indicating long-term satisfaction and product fit.

SLA:

• Resolution Time – percentage of clients' issues or concerns addressed within SLA.
• Monthly Follow-Up SLAs – percentage of check-ins or follow-ups with clients completed within agreed timeframe

What's in it for You?

• Permanent work-from-home
• No weekend work
• Fast career growth & development with our internal promotion
• PHP 100,000 medical coverage for 2 dependents
• Dental and optical benefits
• Company-provided equipment
• Virtual games, events, and lunch outs

We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.

We will count on you to:

• Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
• Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studies and creating risk maps for internal and external use.
• Supports colleagues by managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including completing billing transactional work, generating, and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and generally representing the business to ensure satisfaction, compliance and allow for senior level colleagues to focus on growth efforts.
• Manages account concerns or issues encountered and successfully addresses small and complex problems in a timely manner, applying judgement as to when and what to escalate up to senior colleagues.
• Collects insights and information on relationship satisfaction and reports results to senior colleagues offering context and suggestions when needed to best ensure account satisfaction and retention.
• Begins to build relationships with professional counterparts at client organizations.
• Maintains a fluency in the Company's various service offerings and market trends to enrich work performed and develop sales capabilities.

What you need to have:

• Bachelor Degree
• At least 3 years of experience in similar field of client facing, account handling experience
• Team player

What makes you stand out?

• Able to manage and develop client relationship
• Experience with business development and expanding and diversifying the business

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Do you love building meaningful connections and keeping clients happy?

Are you a pro at juggling client needs and finding win-win solutions?

Ready to team up with Sales and Business Operations to keep our clients thrilled?

VA Platinum is a leading provider of premium virtual assistant (VA) services designed

specifically for small and medium businesses throughout Australia and New Zealand. Our

commitment to excellence and customer satisfaction is at the core of everything we do. As we continue to expand our services and reach, we are in search of a confident and articulate.

The Relationship Manager will be responsible for managing and nurturing client relationships in their dedicated portfolio to drive retention by delivering the very best service.  This role requires a strategic thinker with excellent communication skills and a deep understanding of the outsourcing landscape. You will also be expected to encourage and manage requests from your clients and will work closely with our Sales and Client Delivery teams.

Success in this role will be measured by client retention, satisfaction, and the ability to identify opportunities for expanding the partnership.

This is an on-site role and will work in our office in Davao: Robinsons Cybergate Delta, Davao.

• 3+ years of experience in managing client relationships in a B2B environment, preferably within outsourcing or staffing services.
• Strong business acumen with the ability to think strategically about client needs and identify opportunities for growth within existing accounts.
• Experience in leading and collaborating with cross-functional teams to deliver a cohesive and high-value client experience.
• Skilled in resolving client issues with a solutions-focused approach, as well as managing negotiations and conflict resolution to maintain client trust.
• Strong analytical mindset, with the ability to measure and report on key client metrics such as retention, satisfaction, and growth opportunities.
• Team player with strong interpersonal skills and the ability to build rapport quickly.
• Proficient in using CRM platforms such as HubSpot (or similar) to manage client data, track activities, and drive insights from client interactions.Strong organisational skills and a high degree of persistence.
• Exceptional English communication skills, both verbal and written, with the ability to adapt communication styles to different stakeholders.

Client Management and Retention

• Lead and manage all client interactions to ensure internal teams are accountable for driving client satisfaction and retention by evolving the Client Journey and implementing VA Platinum's Pillars of Success.

Onboarding and Client Transition

• For new clients, take over the relationship from the Sales team at the recruitment phase of the Client Journey.  Once successful candidates have been identified, manage the onboarding activities with the help of the Success Managers and onboard the client with the Pillars of Success.

Client Relationship Building

• Build and maintain strong relationships with clients through coaching and mentoring support of our clients by understanding their drivers of why they have chosen to partner with us.

Client Advocacy & Impact Reviews

• Use Impact Review (VAP 5th Pillar of Success) to measure the client experience and use results to drive improved outcomes.

CRM Utilisation

• Utilise Hubspot to maintain accurate client data and lodging activities.

Communication and Stakeholder Management

• Communicate effectively with stakeholders and team members, adapting communication styles as necessary.

Inspire and Train Teams

• Inspire the wider Business Operation teams to enhance VA Platinum's customer engagement and retention activities by training on customer service best practices, product knowledge and upholding the Client Journey process.

• HMO w/ Dental Coverage + Dependents
• 2-week paid Holiday Break. Enjoy the season without worrying about your work.
• Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.
• Take advantage of working the day shift schedule Wake up to the sunrise and wind down as the sun sets.

• Stable Internet Connection (at least 10 Mbps)
• Laptop or PC w/ Webcam

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VA Platinum is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

• General Admin VAs
• Digital Marketing Specialists
• AU Accountants/Bookkeepers
• Financial Planning VAs
• Mortgage Broking VAs
• Mortgage Parabrokers (anywhere in the PH)
• Paraplanners
• Executive Assistants
• Operations Manager - Client Facing

Executive recruitment company
Monroe Consulting Group Philippines
is recruiting on behalf of a fast-growing financial institution that provides a comprehensive suite of banking services tailored to commercial clients. The company specializes in offering customized lending solutions and cash management products, empowering businesses to grow and thrive in a dynamic economic environment.

Job Summary:

Our respected client is seeking a
Client Relationship Manager
who will be responsible for managing and expanding relationships with commercial clients. This position is based in
BGC, Taguig City, Philippines.

Key Job Responsibilities:

• Provide professional financial services to commercial clients, including customized loans and cash management products.
• Independently expand lending and deposit portfolio for enterprise clients and promote non-credit financial products.
• Source new loan business opportunities and structure loans based on a thorough understanding of customer needs and industry trends.
• Conduct cross-selling activities in alignment with the customer's development stage to maximize single-product share.
• Manage credit risk effectively, acting as the first line of defense from initial customer engagement through post-loan management.
• Build a professional network and accumulate contacts within specific industries.
• Promote and enhance the company's brand presence in the local community.
• Deliver value-added services to enterprise clients through the bank's brand and platform.
• Collaborate with internal teams and external partners to expand business networks and achieve growth targets.

Key Job Qualifications:

• 5–10+ years of relevant banking experience, preferably in servicing commercial clients.
• Strong learning ability with a curious and research-driven mindset toward emerging industries and trends.
• Proven experience in business development with excellent relationship management and sales skills.
• Solid foundation in credit management and financial modeling; capable of sound credit judgment, even in volatile conditions, by combining technical knowledge with practical experience.
• Excellent communication skills and strong team orientation.
• Bachelor's degree or higher.

Responsibility

• Independently expand lending and deposit portfolio of enterprises & promote other non-credit products.
• Look for new loan business, build loan structure based on understanding of industry and customers.
• Actively carry out cross selling based on the development strategy of customers at different stages and maximize the share of a single product.
• Effectively manage credit customer risk, and effectively play the role of the first line of defense from customer access to post loan management.
• Establish personal professional accumulation and contact network in specific industries.
• Promote and establish the Ownbank brand in the local community.
• Provide value-added services for enterprises through the brand and platform of the Bank.
• Cooperate with other internal teams and external parties to expand the network and achieve goals.

Job qualifications

• 5-10 years or above of relevant banking experience, with experience in serving commercial clients preferred.
• Outstanding learning ability, with curiosity and professional research spirit to emerging things and industries.
• He has rich experience in business development and outstanding relationship processing and sales capabilities.
• Solid credit management foundation and financial modeling skills, sharp perception in credit judgment, and the ability to make judgments in a highly volatile environment combining professional knowledge, common sense and social experience.
• Excellent communication skills and teamwork spirit
• Bachelor degree or above.

Job Title: Client Relationship Manager

Location: McKinley West, Taguig City

Schedule: Night Shift (11:00 PM – 8:00 AM) / Hybrid, 4 days onsite - 1 day WFH

Who We Are

At AGSI, we believe people are at the heart of every successful business. Since 2012, we've been helping US-based companies build high-performing teams through top-notch and cost-effective business process outsourcing services. With over 50 years of combined leadership experience, our co-founders know what it takes to manage teams and hire exceptional talent.

• Mission: To help companies build high-performing teams through world-class Filipino talent.
• Vision: To become the unmatched global choice for BPO services in the country.

When you join us, you become part of a company that values strong partnerships, innovation, and growth; not just for our clients, but for our people too.

What's in it for You?

We don't just want you to succeed, we want you to thrive. At AGSI, you'll enjoy:

• Attendance Incentives and Non-taxable Allowances, because your dedication deserves recognition.
• Free Food and Coffee when reporting onsite, to fuel your productivity and enjoy the perks of office life.
• 30 Leave Credits per Year, giving you generous time off to recharge, travel, or spend with family.
• HMO Coverage for You and Your Dependents with access to counseling programs to support both health and wellbeing.
• Group Life Insurance for your peace of mind.
• Regular Work Schedule with Weekends Off, so you can enjoy balance and predictability.
• Great Company Culture with fun in-office activities, engaging team events, and meaningful CSR initiatives that let you give back to the community.

Here, you won't just find a job. You'll find a team that invests in your growth and celebrates your success.

About this Role

We are looking for a Customer Success Manager to serve as the primary point of contact for our clients. This role is highly client-facing (70% client, 30% internal) and is responsible for ensuring client satisfaction, driving performance, and building long-term partnerships. You will collaborate closely with our internal teams to deliver outstanding service, address issues quickly, and spot opportunities to expand client relationships.

What You'll Do

• Conduct daily and weekly check-ins with client stakeholders.
• Review open requisitions (RPO) or service volumes (BPO) to track progress.
• Share performance updates, dashboards, and progress against SLAs.
• Gather and analyze client feedback, recommending process improvements.
• Identify upsell and cross-sell opportunities such as new requisitions, seat expansions, or project extensions.
• Escalate critical delivery issues to the Operations Manager or General Manager and collaborate with Team Leaders to resolve.
• Maintain strong relationships with clients to ensure satisfaction and prevent churn.

What We're Looking For

• Proven experience in account management, client success, or customer-facing roles (preferably in BPO/RPO or staffing).
• Strong communication, presentation, and stakeholder management skills.
• Ability to analyze performance data and provide actionable insights.
• Problem-solving mindset with the ability to manage escalations effectively.
• Comfortable working night shift hours to align with US-based clients.
• A proactive, relationship-driven professional who can balance client needs with internal capabilities.

Job Type: Full-time

Pay: Php50, Php65,000.00 per month

Benefits:

• Company events
• Health insurance
• Paid training
• Promotion to permanent employee
• Staff meals provided

Application Question(s):

• How many years of experience do you have in Account Management or Customer Success–related roles?
• You'll be handling our client market in the USA. Are you open to working on a night shift schedule?
• Are you open to working in a hybrid setup that requires 4 days onsite at our office in McKinley West, Taguig City?

Work Location: In person