Client Services Admin - Finance & Mortgage Support

Link Wealth Adviser Support; Angeles; On-site; PHP 279,000 - 446,000; Full time

Job summary

Link Wealth Adviser Support in Angeles, Philippines, is seeking a Client Services Administrator to support a team of financial advisers and mortgage brokers, focusing on accurate client data and documentation.

After training, you will handle either Financial Planning Support or Mortgage Support tasks, such as maintaining records, coordinating NCCP documents, and assisting with loan and investment applications. This role offers opportunities to grow in a dynamic financial services environment.

Qualifications

• Graduate of any business-related degree.
• Admin, BPO or finance experience is desired but not required.
• Strong organizational skills and a meticulous attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and ability to learn new software programs.
• Experience with CRM systems a plus.
• Ability to work independently and as part of a team.

Responsibilities

• Maintain client records and adhere to evolving business policies and compliance guidelines.
• Update and manage client information within the CRM system (e.g., FLEX).
• Respond to advisor inquiries promptly and efficiently, providing accurate and relevant information.
• Prepare application forms, supporting documents, and NCCP documentation for the SoA process.
• Liaise with Fund Managers to gather vital client portfolio details.
• Utilize software to organize insurance quotes for client needs.
• Process rollovers, investment rebalances, and new business applications.
• Follow up on applications, insurance underwriting, medicals, and other relevant tasks.
• Handle ad hoc documents as required.
• Collaborate with Mortgage Consultants to streamline communication and interactions with lenders.
• Compile applicant documentation ensuring timely application submissions.
• Gather and store loan-related supporting documents electronically.
• Prepare NCCP documentation and serviceability calculators.
• Enter client information accurately into various systems (CRM, FLEX, Valex).
• Order property valuations, track statuses, and prepare loan lodgements.
• Perform data validations and identify potentially fraudulent information for escalation.
• Maintain consistent communication with lenders and applicants regarding loan status updates.
• Manage post-settlement activities and ensure file adherence to compliance checklists.
• Address any rework or outstanding tasks efficiently.

Skills

Organizational skills

Attention to detail

Excellent communication

Teamwork and collaboration

Education

Bachelor's degree in business or related field

Tools

Microsoft Office Suite

CRM systems (e.g., FLEX)

Job description

Link Wealth Adviser Support in Angeles, Philippines, is seeking a Client Services Administrator to support a team of financial advisers and mortgage brokers, focusing on accurate client data and documentation.

After training, you will handle either Financial Planning Support or Mortgage Support tasks, such as maintaining records, coordinating NCCP documents, and assisting with loan and investment applications. This role offers opportunities to grow in a dynamic financial services environment.