6,341 Client Service Assistant jobs in the Philippines

Job Title: Client Service Assistant (ATO & ASIC Correspondence)

Location: Mandaluyong, Metro Manila

Shift: 7:00 AM - 4:00 PM, Monday to Friday

Work Arrangement: Onsite

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UNLOCK YOUR POTENTIAL AT TOA GLOBAL

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

The Client Service Assistant provides a range of administrative services to support the professional, effective and efficient operation of the client

MAJOR RESPONSIBILITIES

Provide a range of administrative services to support the effective and efficient operation of the directors, client managers and accountants.

Duties may include:

Contact with clients on a daily basis to assist with their requirements

Liaise with directors, client managers and accountants to ensure they have everything they need to complete their work

Provide reports as requested either from online sources or internally

Provide a high level of Corporate Secretarial support to select clients

Input new clients into system, including upkeep of numbering system

Apply for registrations from ATO; arrange ATO payment plans for clients

Assist with projects from time-to-time as required by director

Assist with the preparation of fees including monthly billing clients

Assist bookkeeper with credit control as required

Timesheet upkeep for director/s as required

Liaise with contractors (phone, computer etc) to minimise downtime during equipment breakdowns;

acquire knowledge of hardware to minimise contractor callouts

Maintenance of standard letters, portfolio & procedures; new administration procedure creation and documentation

Compilation of tax returns and financial statements

Preparation of correspondence including letters, reports and other documents

Attendance to ATO notices of assessment and other ATO correspondence

Attendance to ASIC correspondence

Receipt & preparation of incoming payments for banking

Assist other administration with the maintenance of office supplies and equipment to ensure effective and efficient office administration

Ad-hoc duties as requested

Manage enquiries from the clients, either by providing accurate information in response to straightforward inquiries or directing the enquiry to an appropriate member of staff, to ensure prompt responses and maintain the professional image of the company.

ABOUT YOU:

· Bachelor's degree in in business administration, accounting, or a related field.

· At least 1-2 years of prior experience in similar roles, particularly within financial services or accounting, demonstrating familiarity with office procedures and client interaction.

· Preferably with experience in ATO and ASIC correspondence.

· Excellent communication and interpersonal skills.

· Proficient in data entry management.

· Strong attention to detail and accuracy.

· Ability to prioritize and multitask in a fast-paced environment.

· Proficient in office and accounting software (e.g., Microsoft Office suite, accounting software)

What's in it for you?

* Market competitive salary

* Health Insurance, and Life Insurance coverage

* 21 annual paid leaves

* Annual increase (Annual Performance Review)

* Tenure Recognition Program

* Access to certifications and courses from Ab2 Institute of Accounting

* 20+ options of free coffee and chocolate drinks

* Billiards, table tennis, or foosball in our breakout room

* Work-life balance and logging off on time for you to enjoy more personal time.

* A genuinely diverse, caring, supportive and high achieving team environment.

* Ongoing training, development and career progression opportunities

* Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.

Schedule: Monday to Friday (07:00 AM-04:00 PM PHT)
Responsibilities

• Manage the implementation of advice, including processing application forms, communicating with product providers and following established processes
• Personally deal with client queries via email
• Work closely with dedicated financial advisers to provide ongoing service
• Work closely with senior offshore administration support
• Act as the point of contact among employees, clients and other external partners
• Manage information flow in a timely and accurate manner
• Help prepare review documentation for advisers
• Prepare simple advice documents
• General office management tasks

Requirements

• Outstanding organizational and time management skills, with the ability to prioritise workload and manage projects
• Work experience as an Executive Assistant, Personal Assistant, Client Relationship Manager / Financial Planning Assistant
• Able to work independently and at the same time contribute positively to a small team environment
• Excellent MS Office knowledge
• Excellent written communications skills
• Discretion and confidentiality

Join the awesome team and enjoy these benefits & perks:

• Work From Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

The Client Service Assistant – Davao is responsible for assisting clients with inquiries, processing service requests, and maintaining accurate documentation. This role works closely with internal teams to resolve issues, support back-office tasks, and ensure a seamless and efficient client experience.

URGENT HIRING: CUSTOMER SERVICE ASSISTANT

LOLC Bank Philippines Inc. – Dasmariñas Branch

We are urgently looking for a dedicated and customer-oriented Customer Service Assistant to join our team at LOLC Bank Philippines Inc., Dasmariñas Branch.

Location:

G/F Alvicol Bldg., Aguinaldo Highway Sampaloc I Dasmariñas City, Cavite, 4114

Qualifications:

• Graduate of any 4-year Business-related course
• At least 1 year of experience in Customer Service or as a Customer Service Assistant
• Banking experience, especially as a teller, is a strong advantage
• Excellent communication and interpersonal skills
• Detail-oriented, organized, and able to work well under pressure

Job Type: Full-time

Experience:

• Customer service: 1 year (Required)

Language:

• English (Required)

Work Location: In person

DUTIES AND RESPONSIBILITIES

1. Attends/assists customers'** needs, concerns and other issues with professionalism, patience, and a "people-first" attitude.

2. Performs and monitors the following activities in the area of assignment and within the required service level agreements:

· New Water Applications Processing (including Netsuite process)

· Replacement Meter Processing (including update in the system)

· Meter Relocation Processing

· Disconnection / Reconnection job order endorsement (including update in the system)

· Reactivation of Accounts endorsement (including update in the system)

· Customer Complaints Handling & Management with corresponding data listed in the shared file

· Social Media Management & Smart Messaging

· Billing processing of projects not yet under Read and Bill

· Processing of accounts under salary deduction

· Billed Volume & Consumption Analysis

· Collection Analysis

· Billing Analysis

· Billing Adjustments

· Approved Promissory Note

· Leak Classification and endorsement

· Uploading of billing data and downloading of accomplished billing data to the billing system

· Reflection of approved Tariff to the Billing System

· Release all commercial related notices, letters and contracts.

1. Schedules the following activities for the year.

· Meter Reading

· Quarterly Rotation of assigned reading areas

· Disconnection

· Meter Audit

· Demand Letter Issuance

· Write Off Endorsement including system updates

1. Records management for customer files/contracts to include notary process, scanning and archiving.

2. Endorses list of accounts to Project head regarding:

· Maintenance

· Proper Marking of Meters and Standpipe

· Wheel Valve Removal or Replacement of magnetic valves

1. Prepares different types of letters (obstruction, illegal connections, change of connection classification, billings – damaged mainlines)

2. Drives the Company's service vehicle when duty calls for it.

3. Performs other related tasks that may be assigned from time to time by the Manager.

Job Types: Full-time, Permanent

Work Location: In person

Expected Start Date: 08/30/2025

the CSA, as the branch's frontliner, handles queries on and processes applications or requests for Bank's products and services, and account opening. It is the CSA who usually has initial contacts with clients thereby giving him/her the responsibility of doing the KYC to be checked by the SH in accordance with the Bank, BSP, and AMLA policies and guidelines.

Qualifications:

• Graduate of any 4 or 5 year course, computer literacy is a must
• Experience as CSA (or New Accounts Clerk) is an advantage.

Exact location: No. 25 Central Ave., Quezon City, 1101

Job Types: Full-time, Fresh graduate

Benefits:

• Additional leave
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Required)

Experience:

• Customer Service Representative: 1 year (Preferred)

Language:

• English (Preferred)

Location:

• Culiat 1128 P00 (Required)

Work Location: In person

Job Summary

The Customer Service Assistant provides frontline support to customers by handling inquiries, processing orders, and addressing concerns. This role also maintains customer records, coordinates with internal teams, and ensures a smooth customer experience.

Responsibilities

• Respond to customer inquiries and concerns through phone, email, chat, or social media
• Process, track, and confirm customer orders and deliveries
• Maintain accurate customer records and document interactions
• Coordinate with internal departments to resolve issues and meet customer needs
• Monitor customer feedback and escalate potential issues to management
• Assist in preparing reports related to customer service and sales support
• Perform other duties as required to support customer satisfaction and business goals

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field (preferred)
• At least 6 months to 1 year of experience in customer service, sales support, or related role
• Strong communication and interpersonal skills
• Proficient in MS Office; familiarity with digital communication platforms is an advantage
• Organized, customer-focused, and able to multitask in a fast-paced environment

Qualifications:

• Has a bachelor's degree in any
  business-related course
  .
• Willing to work on-site in Pasig (client-facing).
• With excellent communication and customer service skills.
• Organized and has keen attention to detail.
• Has confidence and is assertive.
• 1-3 years of customer service, real estate, or collection experience is an advantage.

Duties and Responsibilities:

• Tasked to assist customers with after sales concerns related to payment or collections.
• Handles after-sales concerns/issues/inquiries of clients/homeowners to provide assistance and solutions (i.e. payment-related concerns, follow-ups, and requests).
• Maintains excellent professional relationship with the clients, ensuring positive customer service provision.
• Reports to the accounts managers on the progress of clients' payment process for the unit.
• Responsible for monitoring past due accounts and sending of payment reminders and other collection notices.
• Reviews financial reports and monitor accounts to ensure payment issuance through coordinating with the relevant department/s.

Job Summary

Handles and resolves basic phone and e-mail inquiries, requests and complaints of both external and internal clients on the bank's products and services particularly on online banking (MBOS), cash management products, DPU/MCC and trade transactions.

Specific Duties & Responsibilities

• Handles basic phone and e-mail inquiries and requests on bank's products and services particularly on online banking (MBOS), cash management products, DPU/MCC and trade transactions.

• Handles efficiently all customer complaints and feedback and provide suggestions on improvement of current process.

• Handles customer in courteous, friendly, and professional manner as integrated with Metrobank's core competencies.

• Escalates right away client issues/concerns that need supervisor's assessment and final disposition.

• Accomplishes daily, weekly and monthly assigned tasks and other offline duties (outside calls/email functions).

• Ensures close coordination with other internal units (ITBG units, branches, BRAD, etc) to complete investigation items of client's concerns.

• Maintains position of accountability in adherence to keeping corporate documents/information with outmost care and confidentiality.

• Observes proper documentation of client's inquiry, request and/or complaint.

• Works efficiently to ensure that agreed KRA (volume, TAT, and quality) is achieved all the time.

• Performs other related functions that may be assigned from time to time.

Qualifications:

• Minimum of a Bachelor's degree in any Business related or Accounting field. Open for Fresh Graduates.
• Ability to multitask with strong organizational & analytical skills
• Excellent communication skills

Other Details:

Unit:Institutional Transaction Banking Group | Client Services Division | Customer Care Team

Location: Metrobank - The Shops, BGC