Client Services & Admin Assistant | Day | Hybrid | Makati | Weekends Off

Emapta; Makati; Hybrid; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Day 1 HMO

Hybrid work

Makati location

Salary package

Gym access

Upskilling

Job summary

Emapta Philippines is hiring a Client Services & Admin Assistant to support an Australian financial services team with inbound/outbound calls, document processing, data entry, and records maintenance. You'll balance executive support for the Director with meticulous admin tasks in a hybrid setup with onsite training in Makati.

The role requires a Bachelor's degree and 6 months to 1 year in BPO customer service, English proficiency, and strong attention to detail.

Qualifications

• 6 months to 1 year of BPO customer service experience handling inbound and/or outbound voice calls.
• Experience supporting financial services, banking, insurance, or related accounts.
• Administrative and back-office support, including document processing, data entry, and records maintenance.

Responsibilities

• Manage inbound and outbound calls with clients, providers, and stakeholders while delivering exceptional service.
• Provide executive administrative support to the Director by coordinating calendars and reports.
• Create and maintain accurate client records using financial planning systems.
• Prepare and organize client documents and administrative records.
• Coordinate administrative support to ensure efficient workflows.

Skills

BPO customer service

Administrative support

Data entry

Records coordination

Education

Bachelor's degree

Tools

XPLAN

Excel

Finance systems

Job description

Strengthen Financial Futures Through Exceptional Client Service

Financial confidence is earned through trusted advice and exceptional service at every touchpoint. The Client Services & Admin Assistant combines professional BPO call-handling expertise with precise administration to support an established Australian financial services team delivering financial planning, wealth, lending, accounting, and taxation solutions. Your responsiveness and accuracy will strengthen client relationships while keeping essential financial processes moving seamlessly. With award-winning Emapta, gain international exposure, hybrid flexibility, premium benefits, career stability, continuous development, and a Top 1% employee experience created for exceptional professionals.

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: home to professionals who choose growth, balance, and impact. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.