586 Client Analyst jobs in the Philippines

JOB DESCRIPTION

Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial banking now

Job Summary: As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.

Job responsibilities:

• Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership.
• Resolve issues by identifying underlying problems and patterns.
• Develop expertise in commercial treasury management products and services.
• Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm.
• Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure.
• Prioritize daily tasks to maximize productivity using strong time management and organizational skills.
• Adhere to all established policies, procedures, and practices.
• Maintain a confident and professional presence with clients, other bank departments, and the community.
• Contribute to projects aimed at improving client service delivery through innovation.
• Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.

Required qualifications, skills, and capabilities:

• At least 3 years of experience in any combination of the following areas: operations, portfolio management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions. We value diverse professional backgrounds. Fresh graduates with exemplary educational records are welcome.
• Communications Skills: Excellent communication skills both written and verbal.
• Problem-Solving and Customer Focus: Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
• Attention to Detail: Ensure accuracy and compliance with policies.
• Team Collaboration and Adaptability: Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment.
• Risk Management: Identify and mitigate potential risks.
• Technical Aptitude and PC Proficiency: Ability to quickly learn and adapt to new technologies. Proficient in PC skills, including Word, Excel, and PowerPoint, for effective communication and presentation. We encourage candidates eager to enhance their digital literacy and adapt new tools.
• Time Management: Prioritize tasks and meet deadlines efficiently.
• Professionalism: Maintain integrity in all interactions.
• Continuous Improvement: Proactively seek process improvements and innovation.

Preferred qualifications, skills, and capabilities:

• Project Management: effectively plan, execute, and oversee projects. Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes.
• Coding Knowledge: Familiarity with computer languages like Python or JavaScript. We
  
  appreciate anyone who has some coding experience and is willing to learn more.
• Website Creation: Experience in building websites. We value those who are interested in web
  
  technologies and want to expand their skills.
• Data Management: Understanding of systems that organize and store information. Any
  
  experience with these systems is a plus.
• Cloud Services: Some knowledge of online tools that help manage and run applications. We
  
  encourage learning and growth in this area.
• Project Tracking: Familiarity with tools that help keep track of changes and progress in projects.
  
  We value those who are open to learning these systems.
• Software Tools: Experience with programs that assist in managing projects and design work. We
  
  support those who have used any such tools and are open to adapting and growing.

All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

Redefining Client Support with Financial Excellence

Deliver excellent client support while ensuring accuracy in financial operations-be part of a role where service and accounting expertise go hand in hand. Build a global career in social media services and digital marketing without leaving the Philippines. As a Client Support Representative - Client Accounting, you'll strengthen client relationships, manage collections, and ensure financial accuracy across international accounts. This is your chance to grow beyond boundaries, make your mark in the industry, and shape a career that lasts.

Job Description

As a Client Support Analyst - Client Accounting (Collections), you'll manage client communications, oversee collections, reconcile accounts, and provide financial support to ensure client satisfaction and accurate reporting. Your role is critical in maintaining smooth client operations and ensuring timely cash flow.

Job Overview

Employment type: Full-time

Shift: Night Shift

Work setup: Temporary WFH

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Night differential pay to maximize your earnings
• Temporary WFH arrangement
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Strong critical thinking and problem-solving abilities.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Ability to prioritize tasks and adapt to changing business needs.
• Self-motivated with a drive to succeed individually and as part of a team.
• Proficiency in Microsoft Excel.
• Experience with NetSuite or other cloud-based accounting software.

Must-Haves

• 3-5 years of applied cash and collections experience.
• Cash management and reconciliation background.
• Excellent communication skills.
• Strong Excel (pivot tables, lookups, reconciliations).
• Attention to detail and ability to escalate issues appropriately.

Nice-to-Haves

• Familiarity with FreshService (or similar ITSM tools).
• NetSuite or cloud-based accounting software.

Your Daily Tasks

• Manage and nurture relationships with assigned customers to ensure satisfaction and timely payments.
• Identify problem accounts and coordinate with the sales team to resolve issues.
• Schedule and facilitate meetings between sales and radio/TV stations to address payment concerns.
• Reconcile station aging reports with internal records and resolve discrepancies.
• Collaborate with the Client Billing team to address billing issues.
• Send monthly statements and provide invoices upon request.
• Contact customers via phone/email to collect outstanding balances, following documented procedures and SLAs.
• Document all customer communications in FreshService.
• Submit requests for write-offs, adjustments, or refunds to the Client AR & Cash Senior.
• Prepare aging and unapplied cash reports with updated comments for biweekly meetings.
• Escalate payment collection issues to management proactively.
• Ensure accurate daily allocation of incoming payments to correct Station Owner records.
• Apply payments in accordance with procedures and SLAs to support accurate invoice tracking.
• Request remittance details from station contacts when needed.
• Follow up on station inquiries to facilitate timely cash application.
• Escalate unresolved payment application issues for timely resolution.
• Promote knowledge sharing and cross-departmental collaboration.

About the Client

Driving Growth Through Media and Marketing Excellence

Our client is a leader in social media services and digital marketing, specializing in client accounting and advertising solutions that connect brands with audiences worldwide. Through innovative strategies and cutting-edge platforms, they deliver measurable results for businesses while fostering strong client relationships. Their collaborative and dynamic approach continues to set industry standards.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta proudly stands alongside industry giants, offering stability and global career opportunities. With competitive compensation, supportive teams, and a culture built on collaboration and innovation, we empower your success and growth in an inclusive environment. Apply now and be part of the #EmaptaEra

Let's be #BrilliantTogether

Overview
ISS STOXX is growing We are seeking a
Client Success Analyst
- a highly motivated individual with a desire to develop a career in business and client development, while gaining incredible exposure to rapidly growing areas such as Sustainability, Cyber Risk, and Corporate Governance.

The Client Success Analyst is a critical component of the sales and account management process and is responsible for building awareness, stimulating client engagement, and generating buying demand for ICS' online and advisory-based solutions.

If you enjoy interacting with people and are excited by the prospect of helping senior executives address critical challenges, we have an opportunity for you to help jump-start your career with the premier executive compensation and corporate governance firm in the world – ISS-Corporate (ICS).

Responsibilities
During the first four months, the Client Success Analyst will do a deep dive into ICS Operations. In this role, your focus is to support internal operations, including client entitlements, data integrity, as well as act as a trusted team member to the Client Facing Team.

Over time, the Client Success Analyst will work directly with the CS Manager, helping them maintain strong client relationships through proactive engagement and strategic communication. You are responsible for assisting the CS Manager in pulling essential data reports, building client outreach lists, supporting data integrity initiatives, organizing client campaigns, representing the firm's value proposition, identifying growth opportunities (up-sell/cross-sell), and ensuring client success through regular check-ins, facilitated engagements, and platform training. You will also play a key role in nurturing inbound leads and collaborating with the sales team to support new business acquisition and retention.

Why would I be interested?

• Join a growing business in an expanding market - strong performers will have rapid opportunities for advancement, and the skills you'll develop here will be externally marketable
• Work directly with executives ranging from startups to Fortune 100 public companies to help them drive value by enhancing their financial measurement process
• Formal onboarding and training process that helps you build a foundation for success
• Competitive compensation package

Qualifications
Training & Experience:

• Bachelor's degree in Business Administration or any related course
• Has 3-5 years of Client Success and/or Operations Support experience (previous relevant business/ industry experience is a plus)
• Ability to understand and successfully promote technical offerings and solutions
• Must be service-oriented and possess excellent attention to detail as well as strong computer skills
• Superior communication, collaboration, problem-solving, prioritization, and influencing skills
• Able to work independently or as part of a team

Work Location & Schedule:

• Amenable to work in a dayshift schedule (9 am- 6 pm, Manila Time) at Makati City
• Amenable to work in a hybrid work arrangement (Mondays to Fridays; at least 3 days onsite work per week)

What You Can Expect From Us
At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let's empower, collaborate, and inspire.

Let's be #BrilliantTogether.

About ISS STOXX
ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

ISS Corporate Solutions, Inc. ("ISS-Corporate") is a leading provider of cutting-edge SaaS and high-touch advisory services to companies, globally. Companies turn to ISS-Corporate for expertise in designing and managing governance, compensation, sustainability, and cyber risk programs that align with company goals, reduce risk, and manage the needs of a diverse shareholder base by delivering data, tools, and advisory services. ISS-Corporate's global client base extends across North America, Europe, and Asia, as well as other established and emerging markets worldwide.

Visit our website:

View additional open roles:

Institutional Shareholder Services ("ISS") is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as "protected status"). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.

JOB DESCRIPTION

Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial banking now

As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.

Job responsibilities

• Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership.
• Resolve issues by identifying underlying problems and patterns.
• Develop expertise in commercial treasury management products and services.
• Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm.
• Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure.
• Prioritize daily tasks to maximize productivity using strong time management and organizational skills.
• Adhere to all established policies, procedures, and practices.
• Maintain a confident and professional presence with clients, other bank departments, and the community.
• Contribute to projects aimed at improving client service delivery through innovation.
• Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.

Required qualifications, skills, and capabilities:

• Fresh graduates with exemplary educational records are welcome.
• Communications Skills: Excellent communication skills both written and verbal.
• Problem-Solving and Customer Focus: Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
• Attention to Detail: Ensure accuracy and compliance with policies.
• Team Collaboration and Adaptability: Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment.
• Risk Management: Identify and mitigate potential risks.
• Technical Aptitude and PC Proficiency: Ability to quickly learn and adapt to new technologies. Proficient in PC skills, including Word, Excel, and PowerPoint, for effective communication and presentation. We encourage candidates eager to enhance their digital literacy and adapt new tools.
• Time Management: Prioritize tasks and meet deadlines efficiently.
• Professionalism: Maintain integrity in all interactions.
• Continuous Improvement: Proactively seek process improvements and innovation.

Preferred qualifications, skills, and capabilities:

• Project Management: effectively plan, execute, and oversee projects. Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes.
• Coding Knowledge: Familiarity with computer languages like Python or JavaScript. We
  
  appreciate anyone who has some coding experience and is willing to learn more.
• Website Creation: Experience in building websites. We value those who are interested in web
  
  technologies and want to expand their skills.
• Data Management: Understanding of systems that organize and store information. Any
  
  experience with these systems is a plus.
• Cloud Services: Some knowledge of online tools that help manage and run applications. We
  
  encourage learning and growth in this area.
• Project Tracking: Familiarity with tools that help keep track of changes and progress in projects.
  
  We value those who are open to learning these systems.
• Software Tools: Experience with programs that assist in managing projects and design work. We
  
  support those who have used any such tools and are open to adapting and growing.

All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

JOB DESCRIPTION

Join our team as a Client Service Analyst and be at the forefront of delivering exceptional service to our clients. Leverage your skills in relationship management and operational controls to exceed client expectations and drive success. Be part of a dynamic environment where your contributions make a difference.

As a Client Service Analyst within the Global Client Support team, you will report to a Client Service Senior Associate or Client Service Manager. You will be responsible for customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your portfolio, which may include operating transactional accounts and complex treasury products.

Job Responsibilities:

• Partner with a Client Service Associate or Senior Associate to address client issues and ensure client satisfaction.
• Resolve issues by identifying underlying problems and patterns.
• Build knowledge of commercial treasury management products and services.
• Serve as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations.
• Identify and control risk to prevent fraudulent account behavior.
• Prioritize daily workload to maximize productivity.
• Follow all established policies, procedures, and practices.
• Project a confident and professional presence to clients and the community.
• Work independently with supervision and escalate complex issues as necessary.
• Maintain treasury products and accounts, and resolve customer inquiries.
• Identify products and services that may benefit clients.

Required Qualifications, Capabilities, and Skills:

• Excellent communication skills, both written and verbal, in German/Italian and English
• A relentless and versatile learner with the ability to assimilate new industry, company, product, or technical knowledge.
• Highly organized with the ability to manage competing priorities.
• Demonstrated professional presence with the ability to adapt to evolving needs and situations.
• Amenable to reporting onsite in Bonifacio Global City, following late mid-day to early night schedule.

Preferred Qualifications, Capabilities, and Skills:

• College degree preferred, or equivalent work experience
• Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
• Proficient PC skills including Word, Excel and PowerPoint

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

JOB DESCRIPTION

Become an integral part of our client operations team, delivering outstanding customer service and support within our service center operations across various products and platforms. This role offers an exciting opportunity to leverage your strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your expertise in change management and continuous improvement will be key in optimizing our service center operations. Join us to make a significant impact on our team's performance and the overall client experience.

As a Client Operations Analyst within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. Your work will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You'll leverage your knowledge of strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your ability to manage change, resolve conflicts, and drive continuous improvement will be key in optimizing our service center operations. With your active listening and questioning skills, you'll effectively engage with internal stakeholders and contribute to achieving our short-term operational goals. Your work will have a significant impact on our team's performance and the overall client experience.

Job responsibilities

• Assist in the end-to-end client onboarding process, ensuring a seamless experience across various products and platforms.
• Contribute to the detection and prevention of fraudulent transactions, utilizing anti-fraud awareness strategies to protect both the client and the institution.
• Support the implementation of automation initiatives, applying knowledge of systems architecture to enhance service center operations.
• Participate in the change management process, aiding in strategic communications and stakeholder impact mitigation.
• Utilize active listening and questioning skills to effectively address client inquiries and troubleshoot issues.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in client service operations
• Demonstrated ability to apply strategic planning principles in a business context, with a focus on resource allocation and long-term goal setting.
• Familiarity with anti-fraud strategies and their implementation in a banking or financial service environment.
• Experience with basic systems architecture and automation technologies, with an emphasis on their application in operational optimization.
• Proficiency in active listening and questioning techniques, with the ability to use these skills to effectively address client inquiries and troubleshoot issues.

Preferred qualifications, capabilities, and skills

• Experience in managing client relationships and resolving operational challenges.
• Strong analytical skills to assess and improve operational processes.
• Excellent communication skills to effectively interact with clients and team members.

All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

We are seeking a Client Services Analyst with experience in Middle Office or Client Services operations, particularly in

the processing of share transfers, trades, loans, and bonds. This role involves working closely with clients via email and collaborating with internal teams to ensure smooth and accurate handling of transactions using our internal platform. Strong communication skills, attention to detail, and a proactive, solutions-focused mindset are essential.

Deal Management

• Collaborating with Directors and the operations team to take on deal management responsibilities and update the deal-specific files.
• Onboarding of new deals and clients on our designated platform.
• Preparing the deal specific consents and sending out notices.
• Tabulating and reporting results of consent solicitations accurately.
• Engaging with various stakeholders in relation to clients' Know Your Customer (KYC) processes which are deal specific.

Transaction Support

• Process shares transfers, issue monthly statements to clients, and handle billing accordingly.
• Ensure all transactions are completed accurately and within agreed timelines

Client Interaction

• Respond to client emails and queries clearly, professionally, and in a timely manner.
• Keep clients informed and updated on the progress of their requests.

Systems and Tools

• Quick to learn new systems, including our internal platform.
• Adapt quickly and pick up new processes with minimal guidance.
• Support system testing and updates.
• Suggest improvements to internal processes and tools to help the team work more efficiently.
• Experience with Salesforce (email ticketing system) is a plus but not required.

Excel and Reporting

• Strong Excel skills, including VLOOKUP, pivot tables, IF statements, and other formulas.
• Assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.
• Experience with Power BI is a plus but not required.

Skills and Experience:

• Background in Middle Office or Client Services within financial services.
• Excellent written communication skills and strong attention to detail.
• Quick learner, able to adapt to new systems and processes.
• Proficient in Excel and confident working with data.
• Team player with a proactive and solution-oriented approach.

What We're Looking For:

We're looking for someone who not only understands the operational side of financial transactions but also wants to help build and improve the systems we use. You'll work closely with developers and internal teams to shape the functionality of our platforms, so the ability to think critically, ask the right questions, and understand client needs is key. This is a great opportunity for someone who enjoys problem-solving, has a strong eye for detail, and wants to make a real impact.

Int. Support Analyst is a mid-level support position for a warehouse management system. The candidate will be expected to interact with the client and troubleshoot issues with the system. They will also be required to identify and resolve mid to complex problems, create documentation, and provide solutions to the client. They will also be required to understand business processes and communicate effectively with the implementation team.

**Candidates must reside in Philippines for this role.

It is important to note -- Candidates must be willing to conduct interviews by live video, alone in a quiet room, in order to provide verification of skill knowledge and verification of identity. No headsets nor ear pieces are allowed during the interview process.

ROLE AND RESPONSIBILITIES

• Supporting the warehouse management system and clients.
• Troubleshooting day to day application and/or database related issues.
• Supporting enterprise software and databases in production environments.
• Developing a comprehensive library of support and training documentation and resolution guides.
• Evolving into a subject matter expert.
• Supporting and troubleshooting basic database features such as queries, functions, views, and stored procedures.
• Supporting and troubleshooting basic issues with SSRS (SQL Server Reporting Services) and SSIS (SQL Server Integration Services).
• Work hours will take place during United States east coast business hours.

PREFERRED SKILLS

• Technical, Bachelor's degree, or higher in Computer Science, Engineering, or a related field.
• Experience developing for or supporting Microsoft's SQL Server Business Intelligence (BI) stack
• Basic knowledge of SQL Server Integration Services (SSIS)
• Basic knowledge of SQL Server Reporting Services (SSRS)
• Basic knowledge of SQL Server Database Administrator experience; performance tuning

QUALIFICATIONS

• Ability to build and maintain collaborative relationships with team members, customers and vendors
• Good communication skills – ability to communicate clearly and concisely in both verbal and written mediums
• Knowledge of Agile work practices
• Ability to organize own work based on the priorities established.
• Documented and proven experience in client service.
• Minimum of 3 years of experience in an IT related environment.
• Minimum of 3 years of experience with Microsoft's SQL Server Business Intelligence (BI) development.
• Strong understanding and experience manipulating relational database schemas
• Excellent written and verbal communications skills in English to effectively communicate with stakeholders, team and end users in both technical and non-technical environments.
• Professional demeanor and the ability to develop effective working relationships with team members and end users.
• Must be a self-starter who is able to work independently as well as within a team environment.

Health and social benefits available for full time employees.

Let's be #BrilliantTogether

Overview
ISS STOXX is growing We are seeking a
Client Success Analyst
- a highly motivated individual with a desire to develop a career in business and client development, while gaining incredible exposure to rapidly growing areas such as Sustainability, Cyber Risk, and Corporate Governance.

The Client Success Analyst is a critical component of the sales and account management process and is responsible for building awareness, stimulating client engagement, and generating buying demand for ICS' online and advisory-based solutions.

If you enjoy interacting with people and are excited by the prospect of helping senior executives address critical challenges, we have an opportunity for you to help jump-start your career with the premier executive compensation and corporate governance firm in the world – ISS-Corporate (ICS).

Responsibilities
During the first four months, the Client Success Analyst will do a deep dive into ICS Operations. In this role, your focus is to support internal operations, including client entitlements, data integrity, as well as act as a trusted team member to the Client Facing Team.

Over time, the Client Success Analyst will work directly with the Client Success (CS) Manager, helping them maintain strong client relationships through proactive engagement and strategic communication. You will be responsible for assisting the CS Manager in pulling essential data reports, building client outreach lists, supporting data integrity initiatives, organizing client campaigns, representing the firm's value proposition, identifying growth opportunities and ensuring client success through regular check-ins, facilitated engagements, and platform training. You will also play a key role in nurturing inbound leads and collaborating with the sales team to support new business acquisition and retention.

Why would I be interested?

• Join a growing business in an expanding market - strong performers will have rapid opportunities for advancement, and the skills you'll develop here will be externally marketable
• Work directly with executives ranging from startups to Fortune 100 public companies to help them drive value by enhancing their financial measurement process
• Formal onboarding and training process that helps you build a foundation for success
• Competitive compensation package

Qualifications
Training & Experience:

• Bachelor's degree in Business Administration or any related course
• Has 3-5 years of Client Success and/or Operations Support experience (previous relevant business/ industry experience is a plus)
• Ability to understand and successfully promote technical offerings and solutions
• Must be service-oriented and possess excellent attention to detail as well as strong computer skills
• Superior communication, collaboration, problem-solving, prioritization, and influencing skills
• Able to work independently or as part of a team

Work Location & Schedule:

• Amenable to work in a dayshift schedule (9 am- 6 pm, Manila Time) at Makati City
• Amenable to work in a hybrid work arrangement (Mondays to Fridays; at least 3 days onsite work per week)

What You Can Expect From Us
At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let's empower, collaborate, and inspire.

Let's be #BrilliantTogether.

About ISS STOXX
ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

ISS Corporate Solutions, Inc. ("ISS-Corporate") is a leading provider of cutting-edge SaaS and high-touch advisory services to companies, globally. Companies turn to ISS-Corporate for expertise in designing and managing governance, compensation, sustainability, and cyber risk programs that align with company goals, reduce risk, and manage the needs of a diverse shareholder base by delivering data, tools, and advisory services. ISS-Corporate's global client base extends across North America, Europe, and Asia, as well as other established and emerging markets worldwide.

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Institutional Shareholder Services ("ISS") is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as "protected status"). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.