Client Services Officer

Your Financial Future, Expertly Engineered.

Our client is a trusted name in financial services, specializing in home and investment loans, business and commercial finance, asset funding, and tailored financial strategies. With over $600 million in loans settled and more than 50 years of combined industry experience, they deliver expert guidance with a holistic, long-term approach. Known for their professionalism and personalized service, our client partners with individuals and businesses to help them make smarter, future-ready financial decisions—every step of the way.

Job Description

As a Client Services Officer, you will act as the vital link between clients and financial advisers—managing key communications, handling sensitive data, and ensuring the seamless execution of tailored financial solutions that make a difference.

Job Overview

Employment type: Full Time

Shift: Day Shift

Work setup: Permanent Work From Home

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Permanent WFH arrangement
• Prime office location in Baguio (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Day shift schedule
• 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

The Qualifications We Seek

• 3+ years previous experience in financial services, wealth management, or a related field is preferred.
• Strong understanding of financial planning concepts and industry regulations.
• Excellent interpersonal and communication skills with a client-first mindset.
• Ability to manage multiple priorities and work efficiently under pressure.
• Strong attention to detail and organizational skills.
• Proficiency in financial planning software, CRM systems (Xplan), and Microsoft Office Suite (Word and Excel).
• High level of discretion and professionalism when handling sensitive financial information.
• Ability to work collaboratively within a team environment.

Your Daily Tasks

• Act as the primary point of contact for clients, ensuring high-quality service and completing client fact finds and personal insurance statements
• Manage client inquiries, schedule appointments, and maintain ongoing communication regarding their financial plans
• Enter and update client data daily in Xplan
• Support financial advisers by preparing documentation, annual reviews, FDS, and Opt-ins
• Maintain accurate client records and ensure compliance with industry regulations
• Implement financial plans by coordinating with internal teams and external stakeholders such as fund managers, superfunds, insurers, and underwriters
• Follow up on client medical reports and related documentation
• Monitor and manage client service workflows for efficiency and accuracy
• Ensure adherence to compliance and regulatory requirements
• Prepare reports, presentations, and correspondence related to client portfolios
• Identify areas to improve client engagement and service delivery
• Handle confidential financial information with professionalism and discretion
• Assist in onboarding new clients and support process improvement, technology upgrades, and special projects

Who Are We

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. Apply now and be part of the #EmaptaEra