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Financial Services Coordinator

3 weeks ago

Manila, National Capital Region, Philippines Emapta Full time
Role Overview

The Client Services Officer position at Emapta Philippines is a key role in the wealth management industry, responsible for delivering exceptional client experiences. As a trusted partner to our clients, you will be instrumental in managing inquiries, preparing documentation, and ensuring compliance with industry regulations.

This role offers a unique opportunity to work in a fast-paced environment, where precision, trust, and strategy define success. You will have the chance to elevate your career while making a meaningful impact on our clients' financial futures.

Key Responsibilities
  • Serve as the primary point of contact for clients, ensuring high-quality service and a positive client experience.
  • Manage client inquiries, appointment scheduling, and ongoing communication regarding their financial plans.
  • Support financial advisers by preparing documentation, maintaining client records, and ensuring compliance with industry regulations.
  • Oversee the implementation of financial plans, coordinating with internal teams and external stakeholders.