Client Retention Management (CRM - Front End)
Angeles City, Pampanga
Posted 2 days ago
- Company:
- Dempsey Resource Management, Inc
- Company Description:
- Dempsey Resource Management, Inc is an executive search company engaged in the sourcing and referral of college graduates and professionals.
- Contract Type:
- Full Time
- Experience Required:
- 1 year
- Education Level:
- Bachelor’s Degree
- Number of vacancies:
- 1
Job Description
Location: Angeles City, Pampanga
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
• Monitor and update client concerns in Smartsheet, ensuring timely follow-ups and escalation when
needed.
