Client Service Officer
Client Service Officer
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
FineTune Finances Navigate Policies & Keep Wealth on Track
Money talks but smart financial planning speaks volumes. Our client is a powerhouse in financial planning accounting and business advisory helping individuals and businesses grow protect and futureproof their wealth. With a reputation built on trust strategy and innovation they offer an exciting opportunity to thrive in an industry that shapes financial destinies and secures lasting legacies.
Job Description
As a Financial Admin Assistant you will handle daily financial administration insurance and superannuation research and client data management. You ll coordinate review packs liaise with thirdparty providers ensure compliance and support financial advisers. Your role is key in implementing financial recommendations maintaining workflows and ensuring accurate efficient client service delivery.
Shift: Day Shift Monday Friday 6:30 AM 3:30 PM Weekends Off
Salary: PHP 55000
Work setup: Onsite (Alabang/Makati) with future transition to Permanent Work From Home
Your Daily Tasks
DaytoDay:
- Perform daily administration tasks
- Conduct insurance research
- Conduct superannuation research
- Liaise with thirdparty product providers
- Escalate issues where appropriate
- Deliver compliant client administration
- Maintain workflows
- Update client personal information
Reviews:
- Coordinate the timely delivery of review packs to financial advisers before client review meetings
- Identify issues/concerns and raise them with advisers in a timely manner
- Conduct research on existing products the client may have that Bright Wealth is not the nominated adviser to ensure accuracy in client reports
Implementation:
- Work with the CSM postreview meetings to ensure all required documentation is signed and lodged within the agreed timeframes
- Ensure all advice recommendations are implemented and follow up as needed
Insurance Work:
- Attend to premium dishonours promptly and ensure followup with clients until payments are made
- Maintain accurate file notes for client insurance policies
- Prepare amendment quotes for advisers as required
Requirements
The Qualifications We Seek
- 35 years of administrative experience; background in financial planning is a plus.
- Strong organizational and time management skills.
- Accurate data entry and keen attention to detail and proactive approach to problemsolving.
- Excellent verbal and written communication skills.
- Ability to engage effectively with colleagues and external partners.
- High proficiency in MS Office (Word Excel Outlook and Teams).
- Willingness to learn and stay updated with Australian Financial Planning rules and regulations.
- XPlan experience is desirable but not required.
- Consistently work to deliver exceptional client experience ensuring client satisfaction and loyalty
- Strong commitment to confidentiality and discretion in handling client information.
Benefits
Exciting Perks Await!
- Day 1 HMO coverage with free dependent
- Competitive Salary Package
- Future transition to Permanent Work From Home
- Prime office locations in Alabang and Makati (Easy access to MRT stations restaurants and banks)
- Day shift schedule
- Fixed weekends off
- Unlimited upskilling through Emapta Academy courses (Want to know more Visit )
- Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
- Exclusive Emapta Lifestyle perks (hotel and restaurant discounts and more!)
- Unlimited opportunities for employee referral incentives across the organization
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
Join a team that values camaraderie excellence and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024 Emapta stands proudly alongside industry giants offering stability and exciting career opportunities. Your career flourishes here with competitive compensation international clients and a work culture focused on collaboration and innovation. Work with global clients across industries supported by a stable foundation and likeminded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra!
The Qualifications We Seek 3-5 years of administrative experience; background in financial planning is a plus. Strong organizational and time management skills. Accurate data entry and keen attention to detail and proactive approach to problem-solving. Excellent verbal and written communication skills. Ability to engage effectively with colleagues and external partners. High proficiency in MS Office (Word, Excel, Outlook, and Teams). Willingness to learn and stay updated with Australian Financial Planning rules and regulations. XPlan experience is desirable but not required. Consistently work to deliver exceptional client experience, ensuring client satisfaction and loyalty Strong commitment to confidentiality and discretion in handling client information.
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
