Client Services Officer

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

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.
• Assist practice operations and maintain smooth workflow across teams.
• Communicate effectively with clients and internal stakeholders.

Skills

Client service experience

Compliance knowledge

Organizational skills

Communication skills

XPLAN or similar platforms

Communication skills

XPLAN

Independent & collaborative

Education

Advanced Diploma in Financial Planning

Relevant undergraduate degree

Tools

XPLAN

Job description

On-site - Pasig 1-3 Yrs Exp Bachelor Full-time

Job Description

We are looking to hire one driven and skilled Client Services Specialist to become part of our expanding team. In this role, you’ll be instrumental in strengthening client engagement, ensuring regulatory compliance, and enhancing day-to-day operations in a dynamic and specialized financial services firm. Responsibilities also include overseeing XPLAN, supporting practice operations, and assisting advisors with various administrative and compliance tasks.

Responsibilities

• Minimum of 3 years of experience in client service, compliance, or operational support within financial or wealth management.
• Strong multitasking abilities and excellent organizational skills.
• High attention to detail with sound knowledge of compliance requirements.
• Advanced skills in XPLAN or similar platforms.
• Excellent written and spoken communication capabilities.
• Comfortable working both independently and collaboratively.
• Currently pursuing or holding an Advanced Diploma in Financial Planning or a relevant undergraduate degree.

Government Mandated Benefits

13th Month Pay, Paid Holidays

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

Free Meals, Sleeping Quarters

Additional Information

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Working Location

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