Client Service Administrator - AU

5 ELK; Cebu City; On-site; PHP 335,000 - 558,000; Full time

Benefits offered by this job

Competitive salary package

HMO coverage and wellness programs

Flexible shift options

Modern office with in-house pantry

Continuous learning & career growth

Fun, inclusive culture

Sports clubs and social activities

Job summary

A leading financial services company in Cebu City is searching for a Client Services Administrator to provide exceptional back-office support and serve financial planners. This role includes preparing reports, managing client communications, and maintaining seamless business operations. Applicants should have a relevant degree and a strong customer service mindset. Experience with financial software is advantageous. This position offers a competitive salary and various perks, including flexible shifts and HMO coverage.

Qualifications

• Experience with financial software is a bonus.
• Previous experience as a VA or supporting international clients is an advantage.
• Understanding of financial services, banking, or accounting is a plus.
• Understanding of financial services, banking, or accounting is a plus.
• Proven customer service mindset.

Responsibilities

• Work closely with financial planners to deliver exceptional back-office support.
• Prepare reports, letters, and client communications.
• Provide reliable admin support to keep business operations running seamlessly.
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Provide reliable admin support to keep business operations running seamlessly

Skills

Numerical skills

Customer service mindset

Education

Degree in Accounting, Business, Commerce, or related field

Tools

Xero

SAP

MYOB

QuickBooks

Xplan

Insurance quoting tools

Job description

Cebu City, Philippines | Posted on 10/24/2025

As a Client Services Administrator, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back‑office support, accurate reporting, and walang katulad na client service.

What You’ll Do

• Flex your numbers skills & be a valuable player of an international team
• Crunch numbers, prepare reports, letters, and client communications
• Lodge applications and client documentation on time and error‑free
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Provide reliable admin support to keep business operations running seamlessly

What We’re Looking For

• A degree in Accounting, Business, Commerce, or related field
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus
• Previous experience as a VA or supporting international clients is an advantage
• Understanding of financial services, banking, or accounting is a plus
• Proven customer service mindset

The Perks

• Competitive salary package
• HMO coverage and wellness programs
• Flexible shift options (day & mid‑shift available)
• Modern office with in-house pantry
• Continuous learning & career growth
• Fun, inclusive culture
• Sports clubs, social activities and milestone celebrations