Client Retention Management

angeles, Pampanga
Posted 3 days ago
Logo Dempsey Recruitment Firm for Direct Hire
Company:
Dempsey Recruitment Firm for Direct Hire
Company Description:
We are an executive search company and Recruitment Firm not an Agency. We engaged in the sourcing and referral of college graduates and professionals in the fields of Accounting, Finance, Engineering, Sales, Marketing, Web & Programming, HR & Admin, Behavioral Science, Arts and related fields. Our candidates are competitive. We source and refer not only graduates of Metro Manila schools but also those top graduates of provincial and state colleges and universities. Majority of our successful placements are graduates and board passers from outside Metro Manila.
Contract Type:
Full Time
Experience Required:
2 years
Education Level:
Bachelor’s Degree
Number of vacancies:
1

Job Description

CRM Front End URGENT

Type: Full-time
Location: Angeles City, Pampanga Office
Monthly Salary: PHP 18,000 (depends on experience and qualifications)
Work Schedule: Monday to Friday
Working Hours: 8:30 am to 5:30 pm

Qualifications:
 Female, 25–32 years old
 With a pleasing personality; height is a plus
 Bachelor’s degree in Business, Marketing, Communications, or a related field
 Experience in client retention, customer service, or administrative roles
 Strong organizational skills and attention to detail
 Excellent communication and problem-solving abilities
 Proficient in CRM systems and Microsoft Office Suite
Job Description:
PHONE CALLS
• Handle and coordinate client calls on routine concerns, ensuring smooth transitions, resolution, and
escalation when needed.
EMAIL MANAGEMENT
• Manage client emails via the centralized repository, ensuring timely, accurate responses and proper
documentation.
MAF (Coordination with Front-End Team)
• Coordinate with Front-End to obtain documents, encode the MAF with necessary revisions, and send
the COC to the client.

AMLA REQUIREMENTS
• Identify and follow up on AMLA requirements, track document status, and ensure client compliance
through regular communication.
MEMORANDUM OF AGREEMENT
• Prepare, revise, and track MOAs, manage signing and notarization, and submit copies to clients and
Audit Team.
REIMBURSEMENT MONITORING
• Process and track soft copy reimbursement requests, coordinate with Claims, and update clients with
deposit slips.
SMARTSHEET MONITORING
Salary:
₱18,000.00 Monthly