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Client Service Officer

2 weeks ago

Manila, National Capital Region, Philippines TOA Global Full time

Client Service Officer

Location:
Clark, Pampanga

Shift:
Monday - Friday; 7:00am to 4:00pm

Work Arrangement:
Onsite

Unlock your potential
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the accounting industry.

About the role. . .

The role will be working closely with the client to support the business and manage the following tasks.

Key Responsibilities:

  • Telephone and email queries, correspondence and general customer services (for internal and external clients)
  • Processing client application and redemption transactions
  • Completion of client review reports in a timely manner
  • Prepare appropriate documentation prior to client meetings
  • Managing and documenting the ongoing client service process for each financial advisor to ensure expectations are continually exceeded by delivery
  • Prepare necessary research and investment data to communicate to clients on their ongoing portfolio management objectives
  • Assisting with other team duties as required
  • Proactively engage with clients, displaying courtesy and professionalism
  • Maintain regular contact with clients, developing and maintaining good relationships and fostering client confidence
  • Meet the client's needs by developing an understanding of their business and the commercial environment in which they operate
  • Ensure that any commitments made to clients are followed through and expectations are met
  • Ensure that the team is kept informed of any issues which may affect a client relationship
  • Demonstrate an understanding of the firm's products and services and key client messages
  • Ensure effective record keeping and daily timesheet recording
  • Take responsibility for achieving productive time budgets
  • Learn to effectively manage tasks and complete these in the given time
  • Demonstrate an understanding of what is chargeable and not chargeable to the client
  • Proactively display and maintain an understanding of the skills, knowledge and competencies required to perform the role at this level
  • Use opportunities to work with others to continually build a substantial knowledge and skill base
  • Assess own performance based on specific evidence, play an active role in regular performance meetings and the firm's scheduled performance reviews, and have an awareness of areas for further development
  • Seek and make regular contact with a career mentor
  • Attend internal & external training sessions as required
  • Participate effectively in all meetings, from team meetings to special purpose committee meetings, ensure that action points assigned are completed and deadlines met
  • Identify issues and independently seek a resolution, utilising the support and knowledge of colleagues
  • Utilizes daily behaviours and team communication models
  • Complete any administrative and ad hoc tasks as required by the team
  • Have a thorough understanding of the firms vision and culture and actively contribute to this

Qualifications / Skills:

  • Minimum 1 years' experience in client service (financial planning)
  • Completed or nearing completion of a related degree in financial planning (preferred) or finance
  • Undertaking or willingness to undertake further study that will lead to accreditation in becoming a Certified Financial Advisor
  • Computer and technology savvy. Demonstrate an increasing proficiency in operating the software used across the firm, such as Microsoft Office and wrap platforms, such as Macquarie, BT, Asgard
  • General knowledge of financial planning concepts and strategies (including superannuation, investments, income streams, insurance, debt management, gearing and Centrelink)
  • General understanding of superannuation and insurance options, including Self-Managed Superannuation Funds (SMSF), superannuation switching analysis and insurance analysis
  • Aware of technical and compliance issues relating to the financial services industry
  • Demonstrate learning of analytical techniques
  • Excellent attention to detail

What's in it for you?

  • A competitive salary
  • Health Insurance, and Life Insurance coverage
  • 21 annual paid leaves
  • Annual increase (Annual Performance Review)
  • Tenure Recognition Program
  • 20+ options of free coffee and chocolate drinks
  • Billiards, table tennis, or foosball in our breakout room
  • Work-life balance and logging off on time for you to enjoy more personal time.
  • A genuinely diverse, caring, supportive and high achieving team environment.
  • Ongoing training, development and career progression opportunities
  • Free & conveniently located onsite parking.

We live by our
VALUES
to cultivate and foster growth and innovation.

BE AWESOME:
Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.
KEEP IT REAL:
We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.
BRING THE WOW:
We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.
DREAM BIG:
We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.
Join TOA Global and experience the difference
We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.