Client Services Administrator

7 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.

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