Client Services Officer

2 weeks ago

Cebu City, Central Visayas, Philippines Wrkpod Full time ₱900,000 - ₱1,200,000 per year

Ideal Candidate Profile

The 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.

Requirements

  • Minimum of 2 years experience in financial planning, banking, superannuation, or insurance (desirable).
  • Strong client service skills with excellent phone and written communication.
  • High attention to detail and accuracy in processing.
  • Familiarity with financial planning CRMs (e.g., Astute Wheel, Dash MDA).
  • Understanding of superannuation, investments, and insurance administration.
  • Certificate III/IV in Business Administration or Financial Services (desirable).
  • Strong organizational skills with the ability to manage multiple tasks and deadlines.

Job Type: Full-time

Work Location: In person

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