Client Service Officer (XPlan)

Smart Outsourcing Solution; Manila; On-site; PHP 420,000 - 580,000; Full time

Job summary

Smart Outsourcing Solution in Manila seeks experienced Client Service Officers with Australian financial planning background to support Australian financial advisers with client administration, onboarding, reviews, 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.

Qualifications

• 3–4+ years of Australian financial planning administration experience.
• Hands-on experience with Xplan.
• Ability to manage end-to-end client reviews and onboarding independently.
• Strong communication in English and meticulous records handling.
• Experience liaising with insurers and financial product providers.

Responsibilities

• Manage end-to-end client review process, including pre-review prep and post-advice implementation.
• Manage end-to-end new client onboarding from initial admin to documentation completion.
• Prepare client files, reports, and information for adviser reviews.
• Maintain up-to-date client information in Xplan.
• Coordinate insurance applications from submission to completion.
• Liaise with insurers regarding requirements and underwriting status.
• Monitor applications and follow up to ensure timely completion.
• Coordinate with advisers, clients, product providers, and stakeholders.
• Ensure tasks are completed within required turnaround times.

Skills

Client administration

Onboarding

Review preparation

Post-advice implementation

Insurance applications

Stakeholder communication

Attention to detail

Organisational skills

English communication

Australian financial planning

Tools

Xplan

Job description

About the role

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 organisational skills.

• Ability to manage multiple client files, tasks, and deadlines independently.

• Excellent written and verbal English communication skills.