Client Services Officer

3 weeks ago

Pasig, Philippines Intelegencia Full time

On-site - Pasig 1-3 Yrs Exp Bachelor Full-time Job Description We are looking to hire one driven and skilled Client Services Specialist to become part of our expanding team. In this role, you’ll be instrumental in strengthening client engagement, ensuring regulatory compliance, and enhancing day-to-day operations in a dynamic and specialized financial services firm. Responsibilities also include overseeing XPLAN, supporting practice operations, and assisting advisors with various administrative and compliance tasks. Responsibilities Minimum of 3 years of experience in client service, compliance, or operational support within financial or wealth management. Strong multitasking abilities and excellent organizational skills. High attention to detail with sound knowledge of compliance requirements. Advanced skills in XPLAN or similar platforms. Excellent written and spoken communication capabilities. Comfortable working both independently and collaboratively. Currently pursuing or holding an Advanced Diploma in Financial Planning or a relevant undergraduate degree. Government Mandated Benefits 13th Month Pay, Paid Holidays Insurance Health & Wellness Health Insurance, Life Insurance, HMO Free Meals, Sleeping Quarters Additional Information Read More Working Location If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately withholds your ID, requires you to provide a guarantee or collects property, #J-18808-Ljbffr

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