Client Services & Financial Planning Assistant - Day Shift, HMO

Qwrk; Cebu City; Vor Ort; PHP 300.000 - 420.000; Vollzeit

Zusammenfassung

Qwrk in Cebu City, Philippines is seeking a Client Services Officer / Financial Planning Assistant to support Financial Advisers with data gathering and administration for timely, regulation-compliant financial planning services.

You will set up client files, collect data, prepare reports, and maintain databases while building strong client relationships and handling routine research tasks as needed, in a day-shift role with HMO coverage.

Qualifikationen

• At least 2 years of experience as a Client Service Officer or financial planning assistant.
• Bachelor's Degree holder required.
• Exceptional written and spoken English communication skills.
• Proficiency in MS Outlook, Excel, Word and PowerPoint.

Aufgaben

• Work with assigned client as a professional representative of Qwrk.
• Set up client files and collect data for client records.
• Data input and maintenance of client database.
• Prepare client reports and complete forms with complete accuracy.
• Perform product and policy comparisons (superannuation, investments, insurance).
• Collaborate with advisers to provide timely, regulation-compliant financial planning support.

Kenntnisse

Client Service

Financial Planning

English Proficiency

Ausbildung

Bachelor's degree

Tools

MS Outlook

Excel

Word

PowerPoint

Jobbeschreibung

Qwrk in Cebu City, Philippines is seeking a Client Services Officer / Financial Planning Assistant to support Financial Advisers with data gathering and administration for timely, regulation-compliant financial planning services.

You will set up client files, collect data, prepare reports, and maintain databases while building strong client relationships and handling routine research tasks as needed, in a day-shift role with HMO coverage.