Client Services & Admin Assistant | Day 1 HMO | Hybrid | Weekends Off

Emapta; Makati; Hybrid; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Day 1 HMO coverage with free dependent

Hybrid work arrangement

Salary Package

20 annual leaves (including 5 credits)

Gym access

Training through Emapta Academy

Job summary

Emapta Philippines in Makati seeks a Client Services & Administrative Assistant to support an Australian advisory team with professional client interactions and backend office tasks. The role starts onsite for 4–6 months training, then becomes hybrid, offering a day shift, weekends off, and a competitive salary.

You will manage executive support, coordinate calendars, handle financial planning documentation, and maintain accurate client records using XPLAN and other systems, delivering reliable

Qualifications

• Bachelor's degree required.
• At least 6 months to 1 year of BPO customer service experience handling inbound and/or outbound voice calls.
• Proven experience handling a high volume of professional customer or client calls in a BPO or contact center environment.
• Experience supporting financial services, banking, insurance, billing, accounts payable (AP), accounts receivable (AR), collections, accounting, or other finance-related accounts.
• Experience providing administrative and back-office support, including document processing, data entry, records maintenance, and coordination.
• Stable employment history with a consistent work record and demonstrated professional maturity and reliability.
• Excellent verbal and written English communication skills, with a confident and professional phone manner.
• Strong customer service, problem-solving, follow-up, and interpersonal skills.
• High attention to detail and accuracy in encoding, validating, maintaining, and managing information.
• Ability to multitask, prioritize responsibilities, and perform effectively in a fast-paced, high-volume environment.
• Willing to work onsite in Makati for 4 to 6 months of training before transitioning to a hybrid work arrangement.
• Must reside within approximately 30 minutes of Jaka Tower, Makati, or be willing to relocate nearby before employment.

Responsibilities

• Manage inbound and outbound calls with clients, providers, and stakeholders to gather, verify, and follow up on information while delivering exceptional customer service (no sales or cold calling).
• Provide executive administrative support to the Director by coordinating calendars, appointments, action items, reports, and daily business operations.
• Conduct online research and liaise with external providers to support financial planning and client service activities.
• Create and maintain accurate client records using XPLAN and other financial planning systems, ensuring data accuracy and compliance.
• Prepare and organize client documents, financial planning forms, Excel templates, and administrative records.
• Perform accurate data entry, document processing, records management, and information validation to maintain high-quality client files.
• Coordinate administrative and operational support to ensure efficient financial planning and client service workflows.
• Assist with ad hoc administrative tasks and operational initiatives that support business efficiency and service excellence.

Skills

BPO customer service

Inbound/outbound calls

English communication

Attention to detail

Multitasking

Education

Bachelor's degree

Tools

XPLAN

Excel

Job description

Excel in Australian Financial Services Through Outstanding Client Support

Exceptional client relationships begin with confident communication, reliable service, and seamless administrative support. As a Client Services & Administrative Assistant, apply your BPO voice customer service expertise to manage professional client interactions, coordinate financial planning documentation, and support an established Australian advisory team. Make a meaningful contribution to client satisfaction and operational excellence while pursuing a long-term international career with award-winning Emapta, offering hybrid flexibility, continuous development, rewarding benefits, and the Top 1% experience for Top 1% talent.

Job Overview

• Employment type: Full-time
• Shift: Day shift (06:00 AM - 03:00 PM), Weekends off
• Work setup: Hybrid, Makati (onsite training for 4-6 months)

Exciting Perks Await!

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Hybrid work arrangement
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/training-calendar/)
• Free 24/7 access to our office gyms (Ortigas and Makati)
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Bachelor's degree required
• At least 6 months to 1 year of BPO customer service experience handling inbound and/or outbound voice calls
• Proven experience handling a high volume of professional customer or client calls in a BPO or contact center environment
• Experience supporting financial services, banking, insurance, billing, accounts payable (AP), accounts receivable (AR), collections, accounting, or other finance-related accounts
• Experience providing administrative and back-office support, including document processing, data entry, records maintenance, and coordination
• Stable employment history with a consistent work record and demonstrated professional maturity and reliability
• Excellent verbal and written English communication skills, with a confident and professional phone manner
• Strong customer service, problem-solving, follow-up, and interpersonal skills
• High attention to detail and accuracy in encoding, validating, maintaining, and managing information
• Ability to multitask, prioritize responsibilities, and perform effectively in a fast-paced, high-volume environment
• Willing to work onsite in Makati for 4 to 6 months of training before transitioning to a hybrid work arrangement
• Must reside within approximately 30 minutes of Jaka Tower, Makati, or be willing to relocate nearby before employment

Your Daily Task

• Manage inbound and outbound calls with clients, providers, and stakeholders to gather, verify, and follow up on information while delivering exceptional customer service (no sales or cold calling)
• Provide executive administrative support to the Director by coordinating calendars, appointments, action items, reports, and daily business operations
• Conduct online research and liaise with external providers to support financial planning and client service activities
• Create and maintain accurate client records using XPLAN and other financial planning systems, ensuring data accuracy and compliance
• Prepare and organize client documents, financial planning forms, Excel templates, and administrative records
• Perform accurate data entry, document processing, records management, and information validation to maintain high-quality client files
• Coordinate administrative and operational support to ensure efficient financial planning and client service workflows
• Assist with ad hoc administrative tasks and operational initiatives that support business efficiency and service excellence

About the Client

Our client is a well-established Australian financial planning and advisory firm dedicated to helping individuals, families, and businesses build long-term financial security through personalized, strategic advice. Their multidisciplinary approach spans financial planning, investment management, retirement planning, superannuation, insurance, lending, accounting, and taxation, enabling clients to achieve their financial goals with confidence. Renowned for their client-first philosophy and commitment to professional excellence, they have earned a trusted reputation for delivering tailored financial solutions and building lasting client relationships across Australia.

Join the Top 1% Talent. A Better Career. A Better Life.

Welcome to Emapta Philippines, where high-performing professionals build long-term global careers with leading international companies. Recognized as one of HR Asia's Best Companies to Work For in Asia 2026 for the fifth year in a row and winner of Inspiring Workplaces Australasia 2026, Emapta delivers a workplace defined by stability, growth, and purpose. Here, your career moves forward with meaningful opportunities, world-class support, and a culture built for excellence.