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Client Services Agent

CGI

pasig, metro manila, Philippines Full-time June 03, 2026

Found Description

Job Responsibilities

  • Resolve questions and issues with sales agreements and account documentation.
  • Coordinate the management of the documents’ database; ensure alignment and integration of documents per client standards.
  • Analyze information and provide insights and recommendations.
  • Execute end-to-end documentation processes for assigned sectors: distribution, collection, review, and analysis.
  • Review higher-risk client requests; confirm proper authorizations received.
  • Determine type of documents and appropriate actions; establish procedures and processes.
  • Review documents to verify forms completed correctly and required formats used.
  • Execute data entry, processing, and tracking to support document management activities.
  • Develop and maintain effective relationships with team members and stakeholders to fulfill service delivery expectations.
  • Understand risks inherent in the oper...

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