Client Service Manager – Financial Services | AU client | Remote

SourceU; Metro Manila; Remote; PHP 1,769,000 - 2,972,000; Full time

Job summary

SourceU is seeking an experienced Client Service Manager to support an established Australian financial advisory firm. The role involves managing client communications, ROA preparation, and financial product comparisons using Advisor Logic and Malu.

This is a full-time remote position working with the Principal Advisor. You will handle client emails, schedule meetings, and oversee annual and ongoing reviews with high attention to detail, aiming for 95% data accuracy and timely updates within

Qualifications

• Minimum 3-4 years of experience in a similar financial services role.
• Proficiency in Advisor Logic is essential.
• Experience preparing Records of Advice (ROAs).
• Strong technical knowledge of financial product comparisons.
• Excellent written and verbal English communication skills.
• Strong attention to detail and organisational abilities.
• Ability to work independently with minimal supervision.

Responsibilities

• Manage client emails, inquiries, and follow-ups.
• Coordinate and schedule client meetings.
• Assist with annual insurance reviews and ongoing client reviews.
• Prepare and manage Records of Advice (ROAs).
• Conduct financial product comparisons using Advisor Logic and Malu.
• Maintain accurate and updated client records in Advisor Logic.
• Track outstanding documentation and client review requirements.
• Provide daily updates to the Principal Advisor regarding tasks and priorities.
• Ensure all assigned work is completed accurately and within agreed deadlines.

Skills

Advisor Logic

ROA preparation

Financial product comparisons

Client communication

Education

Diploma of Financial Planning (DFP)

Tools

Advisor Logic

Malu

Job description

We are looking for an experienced Client Service Manager to support an established Australian financial advisory firm.

The successful applicant will have at least 3-4 years of experience in financial services, with hands-on experience using Advisor Logic, preparing Records of Advice (ROAs), and conducting financial product comparisons.

This is a full-time remote position working directly with the Principal Advisor.

Responsibilities

Manage client emails, inquiries, and follow-ups.

Coordinate and schedule client meetings.

Assist with annual insurance reviews and ongoing client reviews.

Prepare and manage Records of Advice (ROAs).

Conduct financial product comparisons using Advisor Logic and Malu.

Maintain accurate and updated client records in Advisor Logic.

Track outstanding documentation and client review requirements.

Provide daily updates to the Principal Advisor regarding tasks and priorities.

Ensure all assigned work is completed accurately and within agreed deadlines.

Qualifications and Requirements

Minimum 3-4 years of experience in a similar financial services role.

Proficiency in Advisor Logic is essential.

Experience preparing Records of Advice (ROAs).

Strong technical knowledge of financial product comparisons.

Excellent written and verbal English communication skills.

Strong attention to detail and organisational abilities.

Ability to work independently with minimal supervision.

Advantageous but not required:

Previous experience with Malu software.

Diploma of Financial Planning (DFP).

Key Performance Expectations

Respond to client emails within 24 hours.

Prepare approximately 15 ROAs per month with no major errors.

Complete all insurance reviews due within the month.

Maintain at least 95% accuracy in client data entries.

Job Type: Full-Time

Work Setup: Remote / Work from Home

Working Hours: 9:30 AM - 5:30 PM AEST

Location: Philippines