Client Service Officer

10 hours ago

San Fernando, Central Luzon, Philippines 57b2879c-0139-4d38-bdfb-6f4b68b0c277 Full time ₱150,000 - ₱250,000 per year

Client Service Officer

Location: Clark, Pampanga

Shift: Monday - Friday; 7:00am to 4:00pm

Work Arrangement: Onsite

Unlock 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, supporting our global clients in the accounting industry.

About the role...

The Client Service Officer will be working closely with the client to support the business and manage the following tasks.

Key Responsibilities:

  • Assist in preparing client information for reviews
  • Downloading reports from platforms (source of truth) and comparing to Xplan data
  • Applying corporate actions
  • Submitting IT service tickets for Xplan issues
  • Investigating and fixing minor discrepancies
  • Flagging major discrepancies with the FO Manager
  • Running Portfolio Valuation and Performance reports for the Advisor/FO Manager
  • Checking client records for compliance data (Wholesale and AML/CTF)
  • Ensuring wholesale certificates are current and cover all entities
  • Ensuring AML/CTF has been completed and is on file
  • Liaising with fund managers and platform providers
  • Requesting holding and/or dividend statements from fund managers as required
  • Uploading documents to platforms as required
  • Updating client details with fund managers
  • Updating and maintaining client data in Xplan
  • Updating and maintaining client data in APS (CRM)
  • Assisting in the onboarding of new clients
  • Adding opportunities to APS
  • Creating new profiles in Xplan
  • Attendance at internal team meetings and updates
  • Attend to time recording and costing requirements
  • Accurate filing of all client documentation

Qualifications / Skills:

  • At least 1-2 years of experience in a similar role
  • Experience in financial planning and proficiency in using Xplan

WHAT'S IN IT FOR YOU?

  • A competitive salary
  • Health Insurance, and Life Insurance coverage
  • 21 annual paid leaves
  • Annual increase (Annual Performance Review)
  • Tenure Recognition Program
  • Access to certifications and courses from Ab2 Institute of Accounting
  • 20+ options of free coffee and chocolate drinks
  • Billiards, table tennis, or foosball in our breakout room
  • Work-life balance and logging off on time for you to enjoy more personal time.
  • A genuinely diverse, caring, supportive and high achieving team environment.
  • Ongoing training, development and career progression opportunities
  • Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.

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