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The Consultant Agency logo

Client Services Team Member

The Consultant Agency
Posted 4 hours ago
🇵🇭Philippines🏠Remote📁Customer Support
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Role Summary The Client Services role ensures smooth client administration, accurate course coordination, and professional client support so students, employers, trainers, and internal stakeholders experience a reliable and compliant training journey from enrolment through completion. Main Duties & Responsibilities Client Communications • Handle phone and email enquiries as requested • Send correspondence and provide general client support Student Managemen t • Manage the end-to-end client administration lifecycle, including enrolments, transfers, cancellations, extensions, results, certificates, qualifications, reactivating/concluding clients in SMS/LMS systems and student status updates. • Maintain accurate client, course, invoicing, and payment-plan records across relevant systems, including daily updates, receivables follow-up, and required payment reminders. • Coordinate proactive client touchpoints, including course progress checkpoints, expiry reminders, response handling, and associated communication. • Ensure sensitive identity data is managed, purged, and maintained in line with privacy, compliance, and internal process requirements. • Support broader client services priorities, including process improvement activities and transition support for any new Student Management System. Training Coordination • Set up courses, coordinate student communications, and support trainers to ensure training delivery is organised, timely, and well supported. • Troubleshoot enrolment, learning, and delivery-system issues promptly, escalating complex matters when required. • Assist with course resources, session preparation, and post-course administration to support a consistent learner experience. Scheduling & Administration • Support training calendar management, course setup, reporting, and internal administration so schedules, records, and delivery requirements remain current. • Maintain client databases and internal systems with accurate, timely, and complete information. • Assist with compliance activities, external reporting, SOP compilation, and ad hoc research as required. • Work collaboratively with management, trainers, assessors, business development, compliance, marketing, and office staff to resolve issues and keep operations moving. Skills & Experience Qualifications • Post-secondary qualification preferred (eg Diploma or Certificate IV in Business Administration). Experience • Minimum of 3-5 years in a similar role or industry or min 5 years administration experience preferred. Skills • English proficiency (clear, confident verbal and written communication skills) • Intermediate to advanced Microsoft Office skills, including Word, Excel, PowerPoint, and Outlook. • Experience with Student Management Systems, Learner Management Systems, Zoom, Monday.com, Canvas, invoicing, and receivables processes is valued. • Strong client service, database management, written communication, and verbal communication skills. • Highly organised, detail-focused, and able to manage recurring deadlines, competing priorities, and repetitive accuracy-sensitive tasks. • Able to work independently, collaborate effectively in a small team, solve problems constructively, and identify opportunities to improve processes. Performance Expectations • Be punctual, accessible, and responsive during working hours, with timely follow-up on client, trainer, and internal requests. • Complete data entry, enrolment, invoicing, reporting, and compliance tasks accurately, consistently, and within required timeframes. • Communicate professionally with clients, suppliers, trainers, and colleagues across written, phone, and system-based channels. • Manage recurring tasks with minimal supervision, escalate risks or unclear issues appropriately, and maintain visibility of deadlines and priorities. • Follow company values, policies, procedures, privacy obligations, and compliance requirements while contributing practical ideas that improve service quality over time.

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