Client Services Coordinator

TOA Global Pty; Philippines; Remote; PHP 424,000 - 491,000; Full time

Benefits offered by this job

Annual service leaves

Tenure recognition

Health & life insurance

Day shift

Remote work arrangement

Career path in wealth management

Job summary

TOA Global is seeking a meticulous Client Services Coordinator to support financial planning and wealth management teams across the Philippines in a fully remote, full-time capacity. You will manage client records, coordinate insurance and superannuation workflows, and liaise with providers to ensure accurate, compliant service delivery.

In this role you will maintain data integrity, update trackers, generate reports, assist onboarding and reviews, and contribute to process improvements while

Qualifications

• Experience in administration, client service, or operations.
• Proficient in MS Office and CRM systems (Xplan).
• Strong written and verbal English communication.
• Excellent time-management and data integrity.

Responsibilities

• Maintain accurate, complete client and account information across CRM, provider, and document systems.
• Manage insurance servicing workflows (renewals, cancellations, lapses, reinstatements, claims).
• Coordinate investment and superannuation account servicing and applications with providers.
• Update work trackers, generate operational reports, assist onboarding and reviews.
• Identify operational inefficiencies and support SOPs and compliance.

Skills

Admin & client service

MS Office

Xplan CRM

Detail-oriented

Data integrity

English communication

Time management

Excel

Tools

Excel

Job description

Client Services Coordinator

Location: Philippines
Work Arrangement: Remote, Full-time
Shift: Monday - Friday | 7:00 AM - 4:00 PM PHT
Salary Range: Php 38,000 - Php 44,000

Unlock Your Potential!

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the financial services, accounting, and professional services industries.

We are seeking a detail-driven, process-oriented Client Services Coordinator to support financial planning and wealth management teams. You will manage accurate client record administration, coordinate insurance and superannuation workflows, handle provider and platform liaison, and ensure seamless operational support for advisers.

Your Impact

• Client Records & Data Integrity: Maintain accurate, complete, and audit-ready client and account information across CRM, provider, and document management systems while ensuring strict data validation and confidentiality.


• Insurance Administration: Manage insurance servicing workflows-including renewals, cancellations, lapses, reinstatements, dishonors, and claims administration-while monitoring key dates and liaising with insurers.


• Investment & Superannuation Support: Gather portfolio data, request statements, and coordinate investment/superannuation account servicing, applications, and implementation activities with external product providers and platforms.


• Workflow Coordination & Adviser Support: Update work trackers, generate operational reports, assist with client onboarding and review preparation, and provide timely status updates to advisers and team members.


• Process Improvement & Compliance: Identify operational inefficiencies, help maintain standard operating procedures, execute rigorous quality checks, and ensure adherence to internal compliance standards.

What You Bring

• The Experience: Experience in administration, client service, or operations, ideally within financial planning, insurance, superannuation, or wealth management.


• Technical Mastery: Competence with Microsoft Office (Outlook, Word, Excel) and desirable familiarity with CRM systems like Xplan (exposure to AI tools is a distinct bonus).


• Core Competencies: Exceptional attention to detail, strong data integrity commitment, excellent written and verbal English communication skills, and robust time-management capabilities.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your Me time.


• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.


• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.


• Day Shift Balance: Enjoy a stable daytime schedule, keeping your evenings and weekends completely free.


• Work From Home Freedom: Enjoy the ultimate flexibility of a 100% remote work arrangement from anywhere in the Philippines.


• Client Services & Operations Career Pathway: Deepen your expertise in wealth management operations, financial administration systems, and client service management, establishing a clear trajectory toward Senior Client Services Coordinator, Practice Operations Manager, or Paraplanning roles.