Client Service Officer (CSO) – Xplan

Global BPO Solution Ltd.; Metro Manila; A distancia; PHP 670.000 - 1.004.000; Jornada completa

Descripción de la vacante

Global BPO Solution Ltd. in the Philippines is seeking experienced Client Service Officers to support Australian financial advisers with client administration, review preparation, onboarding, and post-advice implementation.

The role requires 3–4+ years in Australian financial planning administration, strong Xplan knowledge, and the ability to manage end-to-end processes remotely. Excellent English communication and meticulous organization are essential.

Formación

• 3–4+ years of Australian financial planning administration experience.
• Hands-on experience with Xplan.
• Ability to independently manage end-to-end client reviews and new client processes.
• Experience with pre-review preparation and post-advice implementation.
• Excellent written and verbal English communication.

Responsabilidades

• Manage the end-to-end client review process, including pre-review preparation and post-advice implementation.
• Manage the end-to-end new client process, from initial administration through to completion of required documentation and setup.
• Prepare client files, documentation, reports, and information required for adviser reviews.
• Maintain accurate and up-to-date client information and records in Xplan.
• Process and coordinate insurance applications from submission through to completion.
• Liaise with insurers regarding application requirements, outstanding information, medical requirements, underwriting, and status.
• Monitor insurance applications and follow up with insurers and stakeholders to ensure timely completion.
• Implement advice and recommendations following adviser/client meetings.
• Coordinate with financial advisers, clients, product providers, and other stakeholders as required.
• Ensure all client administration tasks are completed accurately and within required turnaround times.

Conocimientos

Attention to detail

Organizational skills

Multi-tasking

Excellent written and verbal English

Herramientas

Xplan

Descripción del empleo

Job description

We are looking for experienced Client Service Officers (CSOs) with a strong background in Australian financial planning to support Australian financial advisers with client administration, review preparation, new client onboarding, and post-advice implementation. The ideal candidates will have 3–4+ years of Australian financial planning experience, strong hands‑on knowledge of Xplan, and the ability to independently manage the end‑to‑end client review and new client process. This role requires a highly organised and detail‑oriented professional who is confident handling pre‑review preparation, post‑advice implementation, insurance applications, and communication with insurers and other stakeholders.

Key responsibilities

• Manage the end‑to‑end client review process, including pre‑review preparation and post‑advice implementation.

• Manage the end‑to‑end new client process, from initial administration through to completion of required documentation and setup.

• Prepare client files, documentation, reports, and information required for adviser reviews.

• Maintain accurate and up‑to‑date client information and records in Xplan.

• Process and coordinate insurance applications from submission through to completion.

• Liaise directly with insurers regarding application requirements, outstanding information, medical requirements, underwriting, and application status.

• Monitor insurance applications and proactively follow up with insurers and relevant stakeholders to ensure timely completion.

• Implement advice and recommendations following adviser/client meetings.

• Coordinate with financial advisers, clients, product providers, and other stakeholders as required.

• Ensure all client administration tasks are completed accurately and within required turnaround times.

About you

• 3–4+ years of experience in Australian financial planning administration/support.
• Strong working knowledge and hands‑on experience with Xplan.
• Proven ability to independently manage the end‑to‑end client review and new client process.
• Strong experience with pre‑review preparation and post‑advice implementation.
• Hands‑on experience processing insurance applications.
• Experience dealing directly with insurers and following applications through to completion.
• Strong understanding of Australian financial planning processes and administration.
• Excellent attention to detail and strong organizational skills.
• Ability to manage multiple client files, tasks, and deadlines independently.
• Excellent written and verbal English communication skills.

Summary

• Role: Full-time Client Service Officer
• Work Setup & Location: 100% remote work based in the Philippines.
• Working Hours: Typically 7:00 am–4:00 pm PH time, flexible based on client requirements.