Remote Client Services Specialist

2 days ago

makati, metro manila, Philippines Global BPO Solution Ltd. Full-time

Global BPO Solution Ltd. is seeking an experienced Client Services Officer to support Australian financial advisers with client administration, Xplan management, and life insurance applications.

This remote role requires at least 3 years in an Australian financial planning firm, hands-on Xplan experience, and excellent English communication. You will manage onboarding, reviews, and post-advice implementation across multiple client files.