Client Service Officer

TOA Global Pty; Philippines; Hybrid; PHP 424,000 - 491,000; Full time

Benefits offered by this job

21 Total Annual Leave (Service Incent

Job summary

TOA Global Pty in the Philippines is seeking a Client Service Officer to support onboarding, scheduling, and ongoing client-advisor relationships. You will manage statements, engagement documents, and provider forms for Australian wealth management clients.

The role focuses on accurate CRM data maintenance, timely reminders, and clear communication, with a 100% remote, daytime schedule and a supportive team environment.

Qualifications

• 1–2 years of administrative or customer service experience in financial services.
• Exposure to Australian wealth management or financial planning is a strong advantage.

Responsibilities

• Client Onboarding & Scheduling: coordinate bookings, confirmations, reminders, onboarding checklists and portal access.
• Advice Preparation & Implementation: gather statements, prepare templated documents, manage forms and track statuses.
• Ongoing Service & Compliance Support: track OFA, FDS dates, CRM notes and SharePoint files.
• Communications & Workflow Management: serve as first contact for non-advice inquiries and provide status updates.

Skills

Attention to detail

Strong written and verbal English

Organizational skills

Following structured processes

Tools

Xplan

Xeppo

MyProsperity

Microsoft 365

Adobe Sign

DocuSign

Job description

**Client Service Officer****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 escalate 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.