Client Service Officer

Embark on a Financial Adventure!

Fuel your career in financial excellence. Dive into a role where your financial wizardry meets an enviable worklife balance. Imagine a day filled with tasks seamlessly blending with your personal life offering you the freedom to build your future without compromise. Join our team break free from the ordinary and craft a professional journey that aligns with your personal dreams within the thriving landscape of financial services.

Be part of our clients team as a Financial Planning Administrator managing daily tasks operating across systems like Xeppo Xplan & Microsoft Office and handling data entry and file preparation with precision.

• Managing a daily task list
  
• Daily operation across systems: Xeppo Xplan & Microsoft Office
  
• Data entry and file preparation
  

• At least 3 years working experience in financial administration
  
• Experience in systems like Xeppo and Xplan
  
• Administrative skills Microsoft Office advantage
  
• Financial planning experience
  
• Good communication skills
  

• HMO coverage
  
• Dayshift schedule
  
• Prime office locations (With free unlimited access to the gym: Ortigas and Makati)
  
• Great work culture
  
• Direct exposure to international clients and cuttingedge technologies
  
• Standard government and Emapta benefits
  
• Career growth opportunities
  
• Diverse and supportive work environment
  
• Fun employee engagement activities
  

Our client designs financial plans to help individuals live the future theyve earned. With over 15 years in the local community our clients teams deep local ties ensure personalized financial guidance. We prioritize building longterm partnerships with clients tailoring advice to their unique needs. As a privatelyowned entity our client is committed to partners best interests offering expertise in all aspects of finance from goal setting to retirement planning.

Discover a world of possibilities at Emapta where your career takes flight in stability and growth. Join a team that thrives on camaraderie supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration innovation and personal development. We provide you with the platform for your success empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success Emapta offers a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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