Client Services & Compliance Specialist – Finance Ops

Intelegencia; Pasig; On-site; PHP 350,000 - 600,000; Full time

Benefits offered by this job

13th Month Pay

Paid Holidays

Health Insurance

Life Insurance

Free Meals

Sleeping Quarters

Job summary

A dynamic financial services firm in Pasig is looking for a Client Services Specialist. The role involves enhancing client engagement, ensuring regulatory compliance, and supporting operational tasks. The ideal candidate will have at least 3 years of relevant experience and strong communication skills, along with advanced abilities in XPLAN. Benefits include health insurance, free meals, and other government-mandated benefits.

Qualifications

• Minimum of 3 years of experience in client service, compliance, or operational support.
• Strong multitasking abilities with excellent organizational skills.
• High attention to detail with sound knowledge of compliance requirements.
• Advanced skills in XPLAN or similar platforms.

Responsibilities

• Strengthen client engagement and ensure regulatory compliance.
• Assist advisors with various administrative and compliance tasks.
• Support practice operations and oversee XPLAN.

Skills

Client service experience

Compliance knowledge

Organizational skills

Communication skills

XPLAN or similar platforms

Education

Advanced Diploma in Financial Planning

Job description

A dynamic financial services firm in Pasig is looking for a Client Services Specialist. The role involves enhancing client engagement, ensuring regulatory compliance, and supporting operational tasks. The ideal candidate will have at least 3 years of relevant experience and strong communication skills, along with advanced abilities in XPLAN. Benefits include health insurance, free meals, and other government-mandated benefits.