Client Services Officer – Australian Financial Planning (Xplan)

Smart Outsourcing Solution; Metro Manila; A distancia; PHP 558.000 - 670.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% work-from-home arrangement.

Full-time employment opportunity.

Opportunity to work directly with AU$-

Long-term career opportunity in AU$

Descripción de la vacante

Global BPO Solution Ltd. is seeking an experienced Client Services Officer to support Australian financial advisers with client administration, Xplan management, and life insurance applications.

This remote role requires at least 3 years in an Australian financial planning firm, hands-on Xplan experience, and excellent English communication. You will manage onboarding, reviews, and post-advice implementation across multiple client files.

Formación

• Minimum 3 years of experience in an Australian financial planning firm.
• Hands-on experience using Xplan in an Australian financial planning environment.
• Experience supporting Australian financial advisers with client administration and servicing.
• Experience handling onboarding, reviews, and post-advice implementation.
• Excellent written and verbal English communication skills.

Responsabilidades

• Manage client onboarding and set up client records in Xplan.
• Prepare client files and documentation for adviser reviews.
• Maintain and update client information and workflows in Xplan.
• Coordinate post-advice implementation per advisers' instructions.
• Process life insurance applications and follow-up with insurers.
• Liaise with Australian insurers on requirements and underwriting.
• Follow-up with clients, advisers, insurers, and providers to complete applications.
• Assist with ongoing client reviews and reporting documents.
• Monitor multiple files with accuracy and confidentiality.

Conocimientos

Australian financial planning exp

English communication

Attention to detail

Independent work

Client servicing

Herramientas

Xplan

Descripción del empleo

About the Role

We are seeking an experienced Client Services Officer with a proven background in Australian financial planning, specifically supporting Australian financial advisers in client administration, Xplan management, insurance applications, and post-advice implementation.

We must have at least 3 years of experience working with an Australian financial planning firm and hands-on experience using Xplan.

Important: This is a specialized Australian financial planning role, not a general administrative, virtual assistant, or customer service position. Applicants without relevant Australian financial planning and Xplan experience will not be considered.

Key Responsibilities

• Manage client onboarding, including collecting documentation and setting up client records in Xplan.

• Prepare client files and supporting documentation for adviser review meetings.

• Maintain and update client information, records, and workflows in Xplan.

• Coordinate post-advice implementation based on financial advisers' instructions.

• Process and monitor life insurance applications, including submissions and follow-ups.

• Liaise directly with Australian insurers regarding outstanding requirements, medical examinations, underwriting, and application status.

• Follow up with clients, advisers, insurers, and product providers to ensure timely completion of applications and client requests.

• Assist with ongoing client reviews and preparation of supporting reports and documents.

• Monitor multiple client files while ensuring accuracy, confidentiality, and timely completion of tasks.

Qualifications and Requirements

Mandatory Requirements:

• Minimum 3 years of experience working in an Australian financial planning firm.

• Previous experience as a Client Services Officer, Financial Planning Assistant, Adviser Support Officer, or equivalent role within Australian financial planning.

• Hands-on experience using Xplan in an Australian financial planning environment.

• Practical experience supporting Australian financial advisers with client administration and servicing.

• Experience handling client onboarding, reviews, and post-advice implementation.

• Experience processing life insurance applications and coordinating with Australian insurers.

• Good understanding of Australian financial planning administration and adviser workflows.

• Excellent written and verbal English communication skills.

• Strong attention to detail, organization, and follow-through.

• Ability to work independently and manage multiple client files.

Work Schedule

• 100% remote work arrangement within the Philippines.

• Typically starting at 7:00 AM Philippine Time, with flexibility based on client requirements.

What We Offer

• ₱50,000–₱60,000 gross monthly salary, depending on experience.

• 100% work-from-home arrangement.

• Full-time employment opportunity.

• Opportunity to work directly with Australian financial advisers.

• Long-term career opportunity in Australian financial planning.