Client Services Administrator
2 weeks ago
About 5 ELK
We are an offshore service provider with a workforce of over 400 based in Cebu, Pampanga & Dumaguete. We build offshore teams that support Australian and UK financial advisers. Our people are the heroes behind the scenes, providing admin, reporting, and client support that keep advice businesses running smoothly.
Role Description
As a Client Services Administrator, you'll be part of that engine room. You'll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and excellent client service.
Qualifications
- A degree in Accounting, Business, Commerce, or a related field
- Strong Microsoft Office skills (Excel, Word, Outlook)
- Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus
- Previous experience as a VA or supporting international clients is an advantage
- Understanding of financial services, banking, or accounting is a plus
- Proven customer service mindset
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