Lessons Learned from Visiting our Clients in Oz

Lessons Learned from Visiting our Clients in Oz

 

To be recognised for all your efforts at work is something to be proud about… but to be rewarded with something as big as a visit to the country of your clients is even more fulfilling!
 On the 16th of January 2017, myself, my colleagues Mary (CSR), RR (Paraplanner), and Shi-An (Head of Client Services), flew to the Land Down Under and got to stay there for two weeks to meet our dear clients, get to know them more, experience working with them in their offices and, attend the AMP Conference.

While working in their office, we were able to observe their work setting, how they do their tasks, their attitude towards work and colleagues, and saw for ourselves how busy they are. Every second counts and the quality of work absolutely matters, therefore as their “assistants” we learned we should always be mindful of how efficiently we work on our tasks.

Communication-wise, being onsite with them is definitely easier for both parties especially when working on tasks.

Some of the things that are common to our clients when we shared each of our experiences are:

– They seldom wear casual clothes at work
– Their offices are very quiet when it’s work hours
– Non-work-related chit-chats are very minimal
– They are very polite
– They treat each other with equal respect

We couldn’t help but compare what we witnessed to our own setting – but realised that it is incomparable. “To each his own”, as they say.

While we appreciate the formality and quietness of their office settings, we couldn’t deny that we are still comfortable with how ours is. We admit that we sometimes get a bit loud and that’s something we need to improve more but the culture that we have which we integrate into our work environment is just right for the type of people that we are, yet still maintaining professionalism.

We confirmed that the assistance we provide them greatly impacts their workflow, i.e. the amount of workload taken off them is a big scoop out of their bowls. Aside from getting their own tasks done quicker, we give them more time doing client focused work thus better supporting the planners with their own clients. Seeing this first hand gave me a much deeper appreciation of our business in general, and how we make it work.

We were also able to confirm what we already knew, that having a good relationship is essential because apart from all these work-related experiences and observations, we were also able to have times off from work together and bond with our fellow team members.

We had meals together, went sight-seeing, and even shopped together! So yeah, we got to see their more “human” side.

It’s humbling to get to know them more than just professionally because just like most long-distance relationships, misunderstandings are very common, and being miles and miles away, this is mostly true especially in CSRs whose clients seldom communicate face-to-face in venues like video meetings, etc. It is not uncommon for written words to be misunderstood, most especially, if you do not know the person well.

All in all, the Oz trip was both a fun-filled and learning experience for all of us. It taught us to value even more – not just the clients but also the work we do for them. We could never thank our big bosses, VBP as a whole, and our clients enough, for making this possible, for choosing us to represent the company and giving us this opportunity to be one of the first few to have this experience.

For me personally it was a tick off my bucket list – being able to visit one of the best countries in the world, and was awesome to be able to meet our wonderful clients!

Balancing Life and Work, key in becoming VBP’s first Employee of the Year

Balancing Life and Work, key in becoming VBP’s first Employee of the Year

Through discipline, responsibility, and good relationship with clients, Chyrell Eliza “Chy” delos Reyes bagged the first VBP Employee of the Year Award held in August 2016 at the Mandarin Plaza Hotel.

Chyrell shared her road to success on what she believed it takes to become a great CSR (Client Service Representative), which is to balance work and life.

“When it’s work time, then focus on your work. When it’s break time, then take a break. Give time for yourself to unwind because not all of your time is for work. You just have to balance them out,” Chy said.

She also enumerated some tips for new CSRs on how to excel in a workplace like VBP which include:

• Take time to learn the intricacies about their job.
• Mingle and learn from other CSRs. Learn about the challenges they’ve encountered and how they’ve overcome them.
• Take responsibility for your own development. Discover things on your own pace, but make sure that you don’t get left behind.
• Most importantly, build trust and a professional relationship with your clients.

Among the tips she mentioned, she greatly emphasized the importance of having a strong relationship with clients. For her, CSRs must know how to keenly observe the details of their clients’ attitudes, characteristics, behaviors, and their preferences in work. In addition, she added that CSRs must know how to be themselves in communicating with their clients.

“We have to adjust to the way our clients behave and sometimes we tend to mimic them. In all instances, we should learn on how to limit ourselves and to not go over to the point that our way of dealing with them would sound inappropriate and unprofessional. We should keep harmonious relationships with them,” she expressed.

Chyrell, 31, has been working with VBP for more than a year as a CSR dedicated full time to her client. She said that one of the biggest challenges she had faced with her client that other CSRs might have also met is communication. According to her, late replies and responses from clients confused her whether to jump into another task or to wait for her client’s instructions on how to proceed with difficult tasks. Chy surmounted this challenge by learning on how to become persistent in asking how to go on with her tasks without being annoying.

“I use Skype in communicating with my clients, but when it comes to sensitive and complex information, I use email. I ask via email for things I am doubtful of. I also make sure that my content of my email is easy to understand which is why I always use bullet points and numbering to be more comprehensive,” Chy explained.

She further concluded that good communication and effective task management leads to a strong foundation of CSRs’ relationships with their clients.

Chyrell’s insights as VBP’s first Employee of the Year

Chyrell’s insights as VBP’s first Employee of the Year

“I was super speechless at the awards night. I am proud to know that the amount of time and effort I have contributed did not go unnoticed. This inspired me to work harder although the pressure is there knowing that the expectations have gone higher,” Chy exclaimed.

According to Chy, she offers her award to her daughter, Lian, who has been her main reason to work hard each day. “I want to be able to provide for her and at the same time I want her to be proud. Maybe someday she will look at my photos and say, ‘That’s my mum!’”she added.

Along with the glassy plaque received by Chyrell is a trip to Australia early next year to visit her client. Chy has built a strong relationship with her client and has appreciated the support they have shown her in their first year working together. This is the first time for VBP to hold an Awards Night to recognize the significant efforts and contributions done by its employees to the company and its clients.

“It’s our way of giving back to staff for their great hard work and at the same time providing another opportunity for our clients to recognize their CSRs and/or Paraplanners in experiencing our culture,” said Shi-an Llanto, VBP Head of Client Services.

The event was attended by the company’s Chief Executive Officer David Carney, Chief Operating Officer David Deegan, and a few Australian clients. (See more photos here)

“In the next year, we will have a better and more comprehensive training for staff to prepare them for the dedicated support role by extending induction training to 6 weeks. Whether it’s financial planning, mortgage, marketing, or adhoc projects, VBP can cater. We can support on all these for the clients to have more time client facing and building new businesses & relationships. We are excited about our full end to end process, where clients can opt to get both paraplanning and administration support at the same time, which significantly reduce the time between when a planner first sees a client to when the SOA is presented and signup can be done ”Llanto added.

Gearing up for 2017 with a new office to double its capacity, activities like the Awards Night will create major impact to the growth of the company, which aims to become the Philippines’ best place to work at.

Call Centers and Why I’m not Coming Back

Call Centers and Why I’m not Coming Back

It’s a fact that call centers give the highest salary in the Philippines. Most call center companies do not require experience and some do not even require a college diploma to get in. They hire you, train you, pay you and now, they own you.

Undeniably, it is tempting to work in a call center. With the salary package they offer, this job is attractive enough a lot of people have been lured into it. However, there are also more to call centers than just the salary, bonuses and other perks. Let us take a look at some of its disadvantages.

Most call centers cater to clients coming from different time zones, making you face non-conventional working conditions. While the rest of the Philippines is asleep, here you are braving the night, trying to work through the whole ordeal. With just some coffee to help you stay awake, looking awake and alive is another struggle you have to endure. Not to mention the great deal of perkiness required of you, being the front liner in the business.

This may look like a simple task to do, but when it is 1 AM, it is hard to not think of how good it would feel to curl up in your bed and sleep, making the graveyard shift the most difficult thing to withstand.

At last, it’s time to go home and finally get the most coveted thing for most call center agents- sleep! So you hurry yourself home, excited to hit the sack, hoping the odds will be in your favor. But guess what, not this time. Not again. The main challenge of this job is that you have to force yourself to sleep against the clock. To top it off, getting rid of the noisy neighbors and the extremely hot and humid daytime temperature is almost impossible to handle, taking a toll on your daily routine and making the entire sleeping process difficult and frustrating. Another disadvantage is the emotional stress that this job brings. The demands of the job are already stressful in itself. Screaming customers and lack of sleep factored in, no pep talk can ever make you feel better in an environment that would suck you dry.

Anyone who has worked in a call center will know there is no other emotionally taxing job quite like it. While most of us assure ourselves that we are not alone in this experience, the majority of us can’t also just sleep off it. There is no stopping those who want a regular day shift job from finding that kick up the bum to find one. It is when I felt this kick hard enough that I took the leap of faith and found VBP Back Office Solutions. All that hard work and the late nights searching through job sites are all paid off because I now have the best job in the world. And I tell you, this has been by far, the best decision I have ever made.

I have never seen a job as good as VBP. The culture itself is very much different from the companies I had once been part of. The employees are friendly and are aligned to the goals of the company. I have never found a company that gives so much value on family spirit. Once you start working, you will not feel that you are working for the client but rather alongside the client. No matter how big or small, your opinion matters. Your job is the best in the world that makes the day-shift schedule just a consolation prize. After years of trying to find myself, for the first time in my life, I can now finally take a look at my hands with so much certainty of what work they are meant to do.

Take a leap of faith and join the VBP family now. Who knows, you may just find your dream job, too.