Client Services Administrator – Financial Services (NZ)

Elka Asenso Outsourcing Inc; Cebu City; On-site; PHP 250,000 - 380,000; Full time

Benefits offered by this job

Competitive salary package

HMO coverage and wellness programs

Flexible shift options

Weekends off & Christmas shutdown

Modern office with an In-house pantry

Continuous learning & career growth

Fun, inclusive culture

Sports clubs, social activities

Job summary

5 ELK New Zealand in Cebu City is seeking a Client Services Administrator for the NZ team to deliver back-office support, accurate reporting, and seamless client service. You will work with financial planners, handle documentation, liaise with banks and insurers, and prepare investment and risk reports while maintaining high standards of service.

The role requires an accounting or business degree, strong MS Office skills, and experience supporting international clients in finance; experience

Qualifications

• A degree in Accounting, Business, Commerce, or related field.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance tools) is a bonus.
• Previous experience supporting international clients in financial industry is a must.
• Understanding of financial services, banking, or accounting is a plus.
• Proven customer service mindset and excellent written/verbal communication.

Responsibilities

• Flex your numbers skills and be a valuable player of an international team.
• Crunch numbers, prepare reports, letters, and client communications.
• Lodge applications and client documentation on time and error-free.
• Liaise with financial institutions (banks, fund managers, insurers, etc.).
• Generate risk and insurance / investment reports.
• Provide reliable admin support to keep business operations running seamlessly.

Skills

Microsoft Office

Int'l client support

Communication skills

Financial reporting

Education

Accounting/Business degree

Tools

Xero

SAP

MYOB

QuickBooks

Xplan

Insurance tools

Job description

About 5 ELK New Zealand

At 5 ELK, we build malupet offshore teams that support Australian, UK and New Zealand advisers. Our people are the heroes behind the scenes, providing admin, reporting, and client support that keeps advice businesses running smoothly.

The ROLE

As a Client Services Administrator for the NZ team, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and walang katulad na client service.

What You'll Do

• Flex your numbers skills & be a valuable player of an international team
• Crunch numbers, prepare reports, letters, and client communications
• Lodge applications and client documentation on time and error-free
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Generate risk and insurance / investment reports
• Provide reliable admin support to keep business operations running seamlessly
  

What We're Looking For

• A degree in Accounting, Business, Commerce, or related field
• Strong Microsoft Office skills (Excel, Word, Outlook)
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus
• Previous experience supporting international clients in financial industry is a must.
• Understanding of financial services, banking, or accounting is a plus
• Proven customer service mindset
• Great communication skills written and verbal
  

The Perks

• Competitive salary package
• HMO coverage and wellness programs
• Flexible shift options (day & mid-shift available)
• Weekends off & Christmas shutdown
• Modern office with an In-house pantry
• Continuous learning & career growth
• Fun, inclusive culture
• Sports clubs, social activities, and milestone celebrations
  

Why 5 ELK?

At 5 ELK, we don’t just build teams. We build careers. If you’re a graduate who’s eager to learn, you’ll thrive in our tribe. You’ll gain skills and confidence in a workplace that promotes diversity, balance, and personal growth.