CLIENT SERVICES OFFICER | Fixed Dayshift
4 weeks ago
WHEN WAS THE LAST TIME YOU HAD FUN AT WORK? If you're a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as aClient Services Officer / Financial planning assistant now What's in it for me? Be part of a Young, Motivated, and Agile company Grow Learn Guide While having FUN Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break 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? 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 If what we're describing sounds a lot like you, hit the apply button and talk to us now For more information about our company, visit our website: Seniority level Entry level Employment type Full-time Job function Virtual Assistant (Online Presence Coordinator) - 14253 Client Service Administrator | Onsite | AU/Local CS Admin exp Administrator ( GCS - CSO : Philippines: Cebu) #J-18808-Ljbffr
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Client Services Administrator
2 weeks ago
Cebu City, Philippines 5 ELK Careers Full time5 ELK creates an awesome working environment for people who are serious about their career and committed to providing exceptional customer service. We work with financial planners to provide back office administration and professional support. Working closely with financial planners, the Client Services Administrator will work within the business to provide...
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CLIENT SERVICES OFFICER
4 weeks ago
Cebu City, Philippines BSA Solutions Inc. Full timeAbout 5 ELK At 5 ELK, we build powerhouse offshore teams that support Australian, New Zealand and UK financial advice businesses. Our tribe thrives on energy, collaboration, and the desire to make an impact every day. We’re expanding fast, and we’re on the lookout for a tech-savvy team player who can help us keep our systems running smoothly while...
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Paranaque City, Philippines J-K Network Services Full timePosition: Mandarin Fixed Assets Coordinator Industry: Fast-Growing Real Estate Firm Location: Paranaque City Schedule: Dayshift Schedule | Monday-Friday Salary: Php70,000 - Php100,000 Work Set-up: Work On-site BENEFITS : -HMO -Sick leave & Vacation Leave -Government-Mandated Benefits -Meal allowance -Housing allowance -Can provide a working visa -Other...
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Client Services Officer
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Cebu City, Central Visayas, Philippines Wrkpod Full time ₱900,000 - ₱1,200,000 per yearIdeal Candidate ProfileThe Client Services Officer (CSO) provides high-quality client service and administrative support to financial advisers and paraplanners. The role ensures client requests are managed efficiently, advice is implemented accurately, and the overall client experience is professional, timely, and compliant.RequirementsMinimum of 2 years...
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PARAPLANNER | Fixed Dayshift and Weekends Off!
3 weeks ago
Cebu City, Philippines Qwrk. Full timeParaplanner Be among the first 25 applicants and get AI-powered advice on this job and more exclusive features. Be part of our growing team as a Paraplanner. What’s in it for me? Be part of a Young, Motivated and Agile company Grow! Learn! Guide! While having FUN! Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break What does this role entail? The...
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Pasig City, Philippines STACKPH Full timePosition: Customer Service Representative – Airline Account Work Setup: Onsite | Bridgetowne, Quezon City Schedule: Dayshift | Fixed Weekends Off Start Date: Every Monday of the Month Salary: Offers Premium Salary Package Job Overview: Take your career to new heights with our Airline Account! Assist customers with flight bookings, travel concerns, and...
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Finance Controller Lead
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Cebu City, Philippines TASQ Staffing Solutions Full timeFinance Controller Lead - Cebu City (dayshift, fix weekends off) Onsite (Cebu City) Qualifications: Bachelor's Degree in Accountancy/Management Accounting/Finance. At least 1 to 3 years of relevant experience in a BPO setup. Must have knowledge of local accounting and compliance reporting. Responsibilities: Expertise in Philippine Local Accounting Standards...
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Distribution Coordinator
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Cebu City, Philippines Trinity Workforce Full timeJob details: Company (Grab/Moveit) -6 Months fixed term (with potential for extension or permanent hire based on work performance.) -Salary Package 15,500 -Full Time Onsite -Paid OT -Dayshift -1-2 years’ experience with face-to-face customer service support and sales. -1-2 years’ experience with inventory management and tracking or document...
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Distribution Coordinator
3 days ago
Cebu City, Philippines Trinity Workforce Full timeJob details: Company (Grab/Moveit) -6 Months fixed term (with potential for extension or permanent hire based on work performance.) -Salary Package 15,500 -Full Time Onsite -Paid OT -Dayshift -1-2 years’ experience with face-to-face customer service support and sales. -1-2 years’ experience with inventory management and tracking or document...
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Accounting Assistant
2 weeks ago
Muntinlupa City, Philippines WHR Global Consulting Full timeAccounting Assistant (Insurance) Location: Alabang Employment Type: Full Time | Dayshift About the Role: We are looking for an Agency Recruitment and Activation Officer to build and manage a strong network of agents representing our organization. You will identify, recruit, and onboard motivated agents, ensuring they are aligned with our mission and values....
