client-services-representative

Epic Staffing Group is a leading provider of diversified staffing services to the bio-pharmaceutical and healthcare industries. The company specializes in the outsourced placement of highly-skilled professionals across various disciplines, including Life Sciences, Nursing, Allied Health, Physical & Behavioral Therapy for children, and Interim Leadership roles. Epic Staffing Group offers a range of staffing solutions, including departmental and individual outsourcing, short-term backfill, and permanent placements. The company is recognized for its ability to connect top talent with organizations in healthcare and life sciences sectors, serving clients such as clinical research facilities, hospitals, schools, and government institutions across the United States. Epic Staffing Group has received multiple accolades for its high standards, growth, and employee satisfaction within the staffing industry.

Epic Staffing Group is a diversified national provider of staffing services to the Life Sciences and Healthcare industries. Our staffing verticals include Life Sciences Contract and Permanent Placement, Travel Nursing, Interim Executive Placement, Travel Allied, Government Staffing and International Staffing.

Life Sciences Staffing:
PharmaLogics Recruiting
Orbis Clinical

Healthcare Staffing:
Epic Travel Staffing
Epic Special Education Staffing
Epic Specialty Staffing
Epic Government
Epic International Staffing

Epic Staffing Group

• Assist with posting jobs, updating records, and maintaining accurate candidate and client information in internal systems.
• Help screen incoming applications for completeness and route candidates to the appropriate team member.
• Assist with coordinating interviews by scheduling calls, confirming availability, and preparing basic details for the Client Solutions team.
• Support candidate communication by sending templated messages, gathering required documents, and assisting with follow-up.
• Help collect client requirements, job details, and supporting information for candidate submissions.
• Maintain organized files, documents, and tracking logs for candidate pipelines, submissions, and client activity.
• Assist with reference requests, credential collection, and other verification tasks as assigned.
• Support preparation of simple reports, lists, and trackers for the team.
• Monitor shared inboxes and route inquiries to the appropriate team member.
• Assist with special projects, data entry, and administrative tasks as needed.
• Participate in cross-training initiatives and support other team functions as needed.

Client Services Support Coordinator

Client Services Support Coordinator providing administrative support at a healthcare staffing company. Responsible for candidate management and client communications while working remotely with some onsite days.

Twoconnect is an outsourcing service provider specializing in tailored and scalable offshore staffing solutions for businesses in Australia and New Zealand. They offer expert HR consulting, talent sourcing, onboarding, and performance management to help companies build dedicated offshore teams in various industries, including accounting, IT, healthcare, and retail. With a focus on long-term partnerships, Twoconnect streamlines the recruitment and management of remote staff to enhance operational efficiencies and reduce costs.

Twoconnect is an Australian-owned managed offshoring services provider. We help improve efficiency and reduce operating costs by seamlessly integrating remote staff in the Philippines with local operations.

Twoconnect

• Own and manage a portfolio of UK-based clients, maintaining regular engagement and acting as the primary point of contact for non-sales matters.
• Coordinate and resolve client issues across performance, HR, and IT, escalating risks early and maintaining accurate CRM records.
• Coach clients on managing offshore teams effectively, including cultural dynamics, communication, and performance management.
• Identify opportunities for team expansion, new roles, or replacements, and ensure accurate handover to Talent teams.
• Collaborate with internal teams (People & Culture, Performance, Talent, Technology) to resolve client challenges and drive outcomes.

Client Services Executive – Midshift

Client Success Manager for Twoconnect managing UK-based clients in hybrid work structure. Ensuring client retention and providing high-quality support with a focus on performance management.

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. 

Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.

Aprio

• Automation - Check/fix and ensure that all automated items are working properly, sales, payroll, inventory, payables, etc.
• Fixed Assets - Ensure that all fixed assets are included in program, correct term, save invoices, and update recurring depreciation/amortization on a go forward basis.
• Delivery Recs - Get, record, chargebacks, delivery fees, marketing, sales tax. All items for delivery rec.
• Investment Reconciliation - Ensure all investment accounts tie in and are properly accounted for.
• Transmittal - Transmit to McDonalds by the 25, validate and ensure all points are taken care of.
• Ratios - Make sure client understand ratios and that we share trends.
• Cash Projections - Depending on Client - Looking Out 5-20 days to ensure cash needs are met.
• E-Sales - By 12:00pm Central must give sales to McDonalds - ensure that all add back deductions are also correct.
• Delivery - Ensure that all reports are pulled for Chargebacks and correct accounting and template upload for automation.

Senior Associate, Client Services

Senior Associate in Client Accounting Services at Aprio, a leading CPA firm. Maximize opportunities for clients through dynamic teamwork and innovative solutions.

ANZ has a proud heritage of more than 180 years.Our purpose is to shape a world where people and communities thrive. That is why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life.We employ more than 50,000 people and have our global headquarters in Melbourne. ANZ is among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world.Follow us elsewhere for our latest news:facebook.com/ShayneElliottANZfacebook.com/ANZAustraliafacebook.com/ANZNewZealandtwitter.com/ANZ_AUtwitter.com/ANZ_NZ twitter.com/ANZ_Mediatwitter.com/ANZ_BlueNotestwitter.com/ANZ_Researchinstagram.com/anz_au bluenotes.anz.com

• Pro-actively seek to understand customer requirements and respond accordingly
• Take ownership of customer complaints and suggest ideas for improvement
• Demonstrate ANZ service standards in all customer interactions
• Educate customers on ANZ Transaction Banking services, products, and solutions
• Ensure timely handling of customer requests and proper execution of Customer Verification processes
• Answer client enquiries quickly and efficiently
• Conduct outbound calls to existing clients as part of service and engagement efforts
• Collaborate effectively with colleagues to support team success and service goals
• Suggest and support process improvements to enhance customer experience
• Maintain full compliance with ANZ policies, procedures, and regulatory requirements
• Take ownership in reporting potential risk events and uphold customer confidentiality

Senior Client Services Officer, Mandarin-speaking

Senior Client Services Officer managing customer queries and complaints at ANZ. Delivering high-quality service and ensuring compliance in Tony Manila Group Capability Center.

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

Broadridge Financial Solutions, a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. 

We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers, and public companies. 

Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. 
Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income, and other securities globally. 

A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Broadridge

• Provide front line support to BAMS product suite end users via phone and email
• Serve as front line of support for all trading inquiries
• Provide proactive updates on issues
• Develop and maintain strong working relationships with client base

Client Support Consultant – Hybrid, Flexible Options

Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.

Kroll is a global provider of risk and financial advisory solutions. Headquartered in New York, with offices worldwide, Kroll specializes in valuation, compliance, corporate finance and restructuring, investigations and disputes, and digital technology solutions. They offer expertise in threat intelligence, financial crime prevention, enterprise risk management, cyber resilience, and environmental, social, and governance advisory. Kroll's services aim to help businesses navigate regulatory updates, manage risk, and optimize financial outcomes. Their comprehensive suite of solutions also includes managed security services, M&A advisory, and support for capital events.

As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex demands. Kroll's team of more than 6,500 professionals worldwide continues the firm’s nearly 100-year history of trusted expertise spanning risk, governance, transactions and valuation. Our advanced solutions and intelligence provide clients the foresight they need to create an enduring competitive advantage. At Kroll, our values define who we are and how we partner with clients and communities. Learn more at Kroll.com.

Kroll

• collaborating with Directors and the operations team to take on deal management responsibilities
• 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
• process shares transfers, issue monthly statements to clients, and handle billing accordingly
• respond to client emails and queries clearly, professionally, and in a timely manner
• keep clients informed and updated on the progress of their requests
• quickly learn new systems, including our internal platform
• support system testing and updates
• suggest improvements to internal processes and tools to help the team work more efficiently
• assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.

Client Services Analyst

Client Services Analyst in Middle Office operations processing share transfers and trades while collaborating with clients and internal teams. Ensuring accurate transaction handling and system improvements in a hybrid role.

Teamified is a global talent powerhouse that specializes in connecting businesses to offshore talent. They offer a comprehensive platform that simplifies the hiring process by providing access to a diverse range of skilled professionals from multiple industries. With a focus on data security and a people-first approach, Teamified aims to reduce hiring times and costs while ensuring high-quality talent matches for organizations.

Teamified is a Melbourne-based outsourcing company that efficiently helps Australian businesses scale with high-performing teams. We source skilled professionals from countries like the Philippines, India, Sri Lanka, Egypt, Brazil, Japan, and South Korea - reducing hiring time by 50% and labour costs by up to 70% - without compromising on quality. With a talent pool of over 150,000 and powered with a fully integrated platform, we simplify hiring and make workforce expansion easier, cost-effective, and aligned with your business needs.

Teamified

• Process new orders from reseller partners in accordance with our client’s established workflows.
• Enter order and customer details accurately into systems such as Odoo, Asana, and PaperCut portals.
• Verify order details, licenses, and renewals to ensure completeness before processing.
• Coordinate with the operations team and automation specialist to ensure order data flows correctly between systems.
• Respond promptly and professionally to reseller and customer requests via phone, email, and ticket systems.
• Provide accurate information regarding order status, renewals, and invoicing.
• Support the Project Coordinator in communicating scheduling updates or follow-ups when needed.
• Generate and issue invoices accurately and on time, ensuring alignment with order details.
• Track and reconcile purchase orders, invoices, and payments within our client’s internal systems.
• Work with the operations manager to flag discrepancies or overdue items for follow-up.
• Answer and route inbound phone calls from resellers and customers.
• Maintain accurate records of all communications and transactions in our client’s systems.
• Support the broader operations team with administrative and coordination tasks as needed.

Client Services Administrator

Client Services Administrator providing administrative support to reseller network and internal teams. Handling order processing, customer communication, invoicing, and operational support.

Hybrid Client Services roles in Philippines

Browse 7 hybrid client services roles hiring in Philippines plus related opportunities such as customer support, account manager, customer success manager and affiliate manager.

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