Customer Service Associate

2 days ago

Quezon City, National Capital Region, Philippines BruntWork Full time ₱30,000 - ₱60,000 per year

This is a remote position.

JOB HIGHLIGHTS: 
 Monday - Friday: 9AM - 5PM EST with 1hr unpaid break 

Job Description:
The CSA will support our advisory team with both administrative and client-facing tasks, ensuring smooth case progression, accurate record-keeping, and high-quality client service. The role offers on-the-job training and the opportunity to develop expertise in cross-border financial planning.

 Tasks and Responsibilities:
  • Prepare dealing instructions and benefit withdrawals
  • Complete business submission checklists and assist with pipeline progression
  • Prepare valuations, transaction summaries, and tax reclaim forms
  • Maintain accurate digital records (Client Profile Form/Proof of Address/Proof of ID) on CRM/SharePoint/ShareFile
  • Support investment review preparation and ad-hoc administrative tasks
  • For client-facing CSAs: assist with meeting prep, note-taking, and follow-up actions; gather and input client financial data; customize reports; prepare insurance illustrations and pension transfer documents; and set up custodian accounts

Qualifications:
  • No prior industry experience required; on-the-job training provided
  • Strong organizational skills and attention to detail
  • Familiarity with Microsoft Office (Outlook, Excel, Word, PowerPoint)
  • For client-facing roles: strong communication skills and willingness to learn financial planning software (Orion Planning) and insurance provider portals

Independent Contractor Perks:
  • With HMO Coverage for eligible locations
  • Permanent work-from-home
  • Immediate hiring
  • Steady freelance job
ZR_29513_JOB

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