Client Financial Services Agent Jobs in Pasig City

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A senior preparer position responsible for delivering comprehensive fund accounting services for complex portfolios. This role handles a full spectrum of complexity levels (low medium and high) with minimal supervision focusing on sophisticated accounting processes and detailed client deli...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

The Agency Relationship Manager is responsible for driving growth and development within the agency by focusing on Agency performance management for both Advisors and Leaders. The role also involves close collaboration with the specialists Advisor/Leader Development SMT in making sure that the FAs a...

THIS ROLEA review position responsible for ensuring quality and accuracy of AML/KYC and FATCA deliverables across all complexity levels. This role reviews compliance documentation validates risk assessments and provides technical input while ensuring adherence to regulatory standards.WHAT YOU WILL D...

THIS ROLE:An entry-level accounting position responsible for delivering basic fund accounting services undersupervision. This role focuses on standardized processes and routine financial operations whiledeveloping core accounting competencies. The position handles low-complexity clients and tasks wi...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

Zigzag is looking for an AU Financial Planning Administrator to join our team!*With Signing Bonus!Role Purpose:This role is responsible for the provision of high-level administrative support to the Advice Team working within the Financial Planning Administration & Paraplanning Team.Are you detail-or...

Zigzag is looking for an AU Financial Planning Administrator to join our team!*With Signing Bonus!*Start in 2026!Role Purpose:This role is responsible for the provision of high-level administrative support to the Advice Team working within the Financial Planning Administration & Paraplanning Team.Ar...

Role Summary: We are seeking a motivated Junior Resource to join our management company operations team. The successful candidate will be instrumental in supporting daily financial operations performing reconciliation tasks and assisting with general accounting functions in QuickBooks and other repo...

THIS ROLE A review position responsible for validating fund accounting deliverables and ensuring quality standards. This role performs detailed reviews of financial statements and supports complex accounting processes while serving as a technical resource for preparers. The position focuses on quali...

Zigzag is looking for a Financial Planning Administrator/Senior Customer Service and Admin (Finance) to join our team!Role Purpose:This role is responsible for the provision of high-level administrative support to the Advice Team working within the Financial Planning Administration & Paraplanning Te...

Role Summary: We are seeking a motivated Junior Resource to join our management company operations team. The successful candidate will be instrumental in supporting daily financial operations performing reconciliation tasks and assisting with general accounting functions in QuickBooks and other repo...

Role Summary: We are seeking a motivated Junior Resource to join our management company operations team. The successful candidate will be instrumental in supporting daily financial operations performing reconciliation tasks and assisting with general accounting functions in QuickBooks and other repo...