Client Services Administrator

3 days ago

Angeles City, Central Luzon, Philippines Link Wealth Adviser Support Full time

Do you thrive in a fast-paced environment where you can utilize your organizational skills to support a team of financial advisers or mortgage brokers? Are you detail-oriented and enjoy ensuring accuracy in client data and documentation? If so, then this Client Services Administrator role might be the perfect fit for you

After an initial period of training and assessment, you will be allocated to complete one of the following roles:

Financial Planning Support:

  • Maintain client records and adhere to evolving business policies and compliance guidelines.
  • Update and manage client information within the CRM system (e.g., FLEX).
  • Respond to advisor inquiries promptly and efficiently, providing accurate and relevant information.
  • Prepare application forms, supporting documents, and NCCP documentation for the Statement of Advice (SoA) process.
  • Liaise with Fund Managers (FMs) to gather vital client portfolio details.
  • Utilize software to organize insurance quotes for client needs.
  • Process rollovers, investment rebalances, and new business applications.
  • Follow up on applications, insurance underwriting, medicals, and other relevant tasks.
  • Handle ad hoc documents as required.

Mortgage Support:

  • Collaborate with Mortgage Consultants to streamline communication and interactions with lenders.
  • Compile applicant documentation ensuring timely application submissions.
  • Gather and store loan-related supporting documents electronically.
  • Prepare NCCP documentation and serviceability calculators.
  • Enter client information accurately into various systems (CRM, FLEX, Valex).
  • Order property valuations, track statuses, and prepare loan lodgements.
  • Perform data validations and identify potentially fraudulent information (e.g., conflicting addresses) for escalation.
  • Maintain consistent communication with lenders and applicants regarding loan status updates.
  • Manage post-settlement activities and ensure file adherence to compliance checklists.
  • Address any rework or outstanding tasks efficiently.

JOB QUALIFICATIONS:

  • Graduate of any business-related degree
  • Admin, BPO or finance experience is desired but not required.
  • Strong organizational skills and a meticulous attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and ability to learn new software programs.
  • Experience with CRM systems a plus.
  • Ability to work independently and as part of a team.

  • Client Services Administrator

    17 hours ago

    Angeles City, Central Luzon, Philippines LEVERA SOLUTIONS Full time

    JOB QUALIFICATIONSGraduate of any business-related degreeAdmin, BPO or finance experience is desired but not required.Strong organizational skills and a meticulous attention to detail.Excellent communication and interpersonal skills.Proficiency in Microsoft Office Suite and ability to learn new software programs.Experience with CRM systems a plus.Ability to...

  • Service Administrator

    7 days ago

    Angeles City, Central Luzon, Philippines Offsure Full time ₱150,000 - ₱250,000 per year

    Job Type: Full timeWork Arrangement: Onsite (Clark, Pampanga)Work Schedule: Monday to FridayWork Hours: 40 hours per weekExperience level: Intermediate to Mid-levelA Service Administrator will play a crucial role in supporting the service department to ensure the efficient delivery of security solutions to our clients.Responsibilities:Compiling Excel reports...

  • Client Service Manager

    1 week ago

    Angeles City, Central Luzon, Philippines BMG Outsourcing Inc. Full time ₱1,200,000 - ₱2,400,000 per year

    Start and build your career with BMG Outsourcing – a family run and well-respected Australian Outsourcing Company with offices in Clark and Sydney, providing high quality services to clients and promising career to its employees.As a Client Service Manager, you will be the bridge between our clients, their employees, and internal delivery teams, ensuring...

  • Client Services Manager

    7 days ago

    Angeles City, Central Luzon, Philippines Link Wealth Adviser Support Full time

    Client Services Manager (CSM)Qualifications:Applicants must meet the following minimum requirements:Leadership Experience: At least 5 years of progressive leadership or management experience in client services, account management, BPO operations, or a closely related field.Industry Knowledge: Strong background in financial services, wealth management, BPO,...

  • Client Services Administrator

    7 days ago

    Cebu City, Central Visayas, Philippines 5 ELK Careers Full time ₱30,000 - ₱60,000 per year

    5 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...

  • Client Service Administrator

    16 hours ago

    Cebu City, Central Visayas, Philippines TOA Global Full time

    Client Services AdministratorLocation: CebuWork Arrangement: Onsite, FulltimeShift: 7:00 AM - 4:00 PM | Monday - FridayUnlock 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...

  • Service Advisor

    1 week ago

    Angeles City, Central Luzon, Philippines ULTRA MRF Tires Mags Services Full time ₱336,000 per year

    The Service Advisor will be directly responsible for the proper satisfaction of customer and vehicle-related problems, and the thorough and accurate performance of designated administrative activities.Responsibilities can include, but are not limited to:Schedule service appointments by answering incoming service callsGreet customers in a timely, friendly...

  • Administration Assistant

    1 week ago

    Angeles City, Central Luzon, Philippines TOA Global Full time ₱40,000 - ₱60,000 per year

    Administration Assistant | Onsite | Xplan Location: Clark, Onsite Shift: 7:00 AM - 4:00 PM Monday - FridayUnlock 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, Philippines, South Africa, and...

  • Commercial Property Administrator

    1 week ago

    Angeles City, Central Luzon, Philippines Boomering Inc Full time ₱40,000 - ₱50,000

    Position Title: Commercial Property AdministratorWork Set-up: Work From OfficeSalary: Php 40,000 - Php 50,000Schedule: 7:00 AM – 3:30 PM PH TimeOur client is a well-established commercial property management firm based in Queensland, Australia. They are highly regarded for delivering exceptional service and fostering strong relationships with both...

  • Client Success Specialist

    1 week ago

    Angeles City, Central Luzon, Philippines SuperStaff Full time ₱30,000 - ₱60,000 per year

    Overview:We are seeking a detail-oriented and dependable Client Success Specialist to provide administrative and operational support to the Customer Success Department. This role will help ensure smooth coordination between internal teams and clients by assisting in data management, report preparation, and communication tracking.The ideal candidate is...