Client Services

Transform financial advice into meaningful impact every day

Weave strategy into success and transform client data into meaningful wealth journeys. In financial services, you'll orchestrate investments, streamline insurance solutions, and manage portfolios with expertise. Gain global exposure, sharpen your skills, and become a trusted architect of financial futures-all while advancing your career from the Philippines.

Shape the Future of Client Services

Be part of our client's team as a Client Services & Administration Officer, supporting financial advisers by managing client data, implementing investment and insurance strategies, processing transactions, and coordinating administrative tasks. You'll ensure accuracy, deliver exceptional service, and play a key role in shaping clients' financial journeys.

Career Snapshot

Employment Type: Full-time

Shift: Day Shift, Weekends Off

Work Setup: Work From Home

Salary: PHP 55,000 - PHP 85,000

Perks & Rewards

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Permanent WFH arrangement
• Day shift schedule
• Fixed weekends off
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

Who You'll Be

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to manage multiple priorities in a fast-paced environment
• Professional communication skills, both written and verbal
• Proactive problem-solving and initiative
• 3-5 years of experience in financial services administration or client services
• Familiarity with CRM systems (Xplan preferred)
• Knowledge of investment platforms and insurance providers
• Proficient English language skills for corporate communication
• Diploma of higher education in Financial Planning (desirable but not required)

What You'll Do

Client Administration & Data Management

• Maintain and update client personal and financial information, including income, assets, liabilities, expenses, and financial goals
• Conduct research on clients' existing products by liaising with platforms and insurers
• Ensure accuracy and currency of client profiles within CRM systems (e.g., Xplan)
• Manage client document storage and version control within CRM and cloud platforms (SharePoint, Dropbox, OneDrive)

Advice Implementation & Transaction Processing

• Prepare and process forms for contributions, rollovers (full and partial), withdrawals, fee consent, adviser nominations, and account amendments
• Facilitate account opening and maintenance across investment platforms (BT, Hub24, Macquarie, North)
• Execute investment transactions including switches, rebalances, tranche orders, and in-specie transfers
• Support implementation of retirement strategies such as Pension commencements and Transition to Retirement (TTR) strategies

Insurance Administration

• Prepare insurance applications, pre-assessment questionnaires, and quotations across providers (AIA, Acenda (MLC), Clearview, Metlife, Neos, TAL, Zurich)
• Coordinate with underwriters regarding medical requirements, reinstatements, and policy alterations
• Monitor risk clients to manage overdue premiums, lapses, and potential clawbacks

Reporting & Documentation

• Prepare client fact find updates, Centrelink schedules, and ongoing review documentation including insurance schedules, portfolio summaries, contribution schedules, and product comparison checklists
• Prepare annual ongoing service arrangement renewals

Communication

• Liaise effectively with team members, clients, providers, and dealer group staff
• Provide timely updates to clients and internal stakeholders within required timeframes

About Our Client

Our client is a pioneering financial services firm dedicated to amplifying the positive impact of financial advice. They empower advisers and clients to create meaningful financial outcomes while channeling 100% of licensing profits to charitable initiatives. With innovative investment and insurance solutions, advanced technology, and a Profit-for-Purpose model, they deliver unbiased, high-quality services. Their achievements include founding Spark Hope, managing significant funds under management, and rapidly expanding a national team, making them a leader in social-impact financial services.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra