CLIENT SERVICES OFFICER | Fixed Dayshift and Weekends Off

4 weeks ago

Philippines Qwrk Outsourcing Full time

If you’re a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as a Client Services Officer / financial planning assistant now What does this role entail? The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their clients. This includes supporting Advisers with all of the administration assistance they need to provide financial advice in a timely, regulation-compliant manner. What are the proficiencies expected of me? At least 2 years of experience as a Client Service Officer or as a financial planning assistant Bachelor’s Degree holder Exceptional Written and Spoken English communication skills Intermediate to Proficient: MS Outlook, Excel, Word and PowerPoint knowledge What are the things expected of me? Work with your assigned client as a professional representative of SMSF Paraplanners Set up client files Collect data accurately on behalf of our clients – this may include phoning, investigating online and completing various spreadsheets or forms Complete comparisons for products such as superannuation, investment and insurance policies Prepare forms, documents and templates with complete accuracy Prepare client reports Data input Maintain client database through required software Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc.) How else can I contribute? From time to time we may also ask you to assist with other tasks which may include: Assisting the management team with administrative tasks Assisting the Paraplanners with research as required Seniority level Entry level Employment type Full-time For more information about our company, visit our website: If what we’re describing sounds a lot like you, hit the apply button and talk to us now #J-18808-Ljbffr

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