Client Services Team Member

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TYPE OF WORK

Full Time

SALARY

300-350PHP/hr

HOURS PER WEEK

40

DATE UPDATED

Sep 18, 2026

JOB OVERVIEW

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 Management
• 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, ---------- , 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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