Client Service Officer

TOA Global Pty; Manila; Remote; PHP 424,000 - 491,000; Full time

Benefits offered by this job

21 days annual service leaves

HMO & Life Insurance

100% remote work

Day shift

Job summary

TOA Global Pty is seeking a detail-oriented Client Service Officer to support onboarding, meeting coordination, and ongoing fee arrangement tracking for Australian wealth management clients. This remote, full-time role collaborates with advisers and the practice manager, maintaining CRM data and ensuring smooth client experiences across the financial advice journey.

Ideal candidates have 1–2 years in administration or financial services support, proficiency with Xplan, Xeppo, MyProsperity,

Qualifications

• 1–2 years in administration, customer service or financial services support.
• Experience with Australian wealth management is a plus.
• Proficiency with Xplan, Xeppo, MyProsperity and e-sign platforms.

Responsibilities

• Support client onboarding and scheduling, document collection and onboarding checklists.
• Assist advisers and Practice Manager with implementation administration and CRM maintenance.
• Track ongoing fee arrangements (OFA) and monitor deadlines.
• Maintain CRM notes and SharePoint files with accuracy.

Skills

Customer service

Administrative support

Financial services

Wealth management

CRM

Tools

Xplan

Xeppo

MyProsperity

Microsoft 365

Adobe Sign

DocuSign

Job description

Location: Philippines
Work Arrangement: Remote, Full-time
Shift: Monday - Friday | 7:00 AM - 4:00 PM PHT
Salary Range: Php 38,000 - Php 44,000

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 the Philippines, supporting our global clients across the accounting, finance, and professional services industries.

We are seeking a detail-oriented, service-driven Client Service Officer to support the delivery of a seamless client experience across the financial advice journey. You will assist advisers and the practice manager with client onboarding, meeting coordination, implementation administration, ongoing fee arrangement (OFA) tracking, and CRM data maintenance.

Your Impact

• Client Onboarding & Scheduling: Coordinate meeting bookings, confirmations, and reminders; assist with document collection and onboarding checklists; and support clients with portal access and navigation.
• Advice Preparation & Implementation: Gather required client statements and supporting info, prepare templated engagement documents, manage superannuation, investment, and insurance administrative forms, and track application statuses with providers.
• Ongoing Service & Compliance Support: Assist with the Ongoing Fee Arrangement (OFA) cycle, track FDS and consent due dates, maintain accurate CRM notes and SharePoint files, and elevate upcoming deadlines to the Practice Manager.
• Communications & Workflow Management: Serve as the first point of contact for non-advice client inquiries, provide timely status updates, record interactions accurately in the CRM, and support general workflow tracking.

What You Bring

• The Experience: 1 to 2 years of experience in administration, customer service, financial services support, banking, insurance, or professional services (exposure to Australian wealth management or financial planning is a strong advantage).
• Software Familiarity: Comfortable learning and utilizing tools such as Xplan, Xeppo, MyProsperity, Microsoft 365, and electronic signing platforms (Adobe Sign, DocuSign).
• Core Competencies: Strong written and verbal English communication skills, excellent attention to detail, robust organizational abilities, and a proven capacity to follow structured processes and checklists independently.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your "Me time."
• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.
• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.
• Day Shift Balance: Enjoy a stable daytime schedule, keeping your evenings and weekends completely free.
• Work From Home Freedom: Enjoy the ultimate flexibility of a 100% remote work arrangement from anywhere in the Philippines.
• Financial Planning Pathway: Deepen your expertise in Australian wealth management operations, Xplan systems, and client advisory support, establishing a clear trajectory toward Senior Client Service Officer, Practice Manager, or Paraplanner roles.