Financial Planning Implementation & Client Services Pro

Qwrk; Cebu City; On-site; PHP 223,000 - 402,000; Full time

Benefits offered by this job

Fixed Day Shift

HMO coverage day 1

2-week Christmas break

Job summary

Qwrk Outsourcing is seeking an Implementation Client Services Officer / Financial Planning Assistant to support financial advisers in data gathering and administration. You will ensure timely, regulation-compliant services and assist with loading transactions and client onboarding.

You will work with assigned clients, prepare reports, maintain databases, and contribute to process improvements. A Bachelor's degree and 2+ years in client services or financial planning are required, with strong

Qualifications

• At least 2 years of experience in advice implementation as a Client Service Officer or financial planning assistant.
• At least 2 years of experience as a Client Services Officer/Financial Planning Assistant or equivalent.
• Bachelor's Degree holder.
• Must be able to understand the recommended strategy.
• Exceptional Written and Spoken English communication skills.
• Intermediate to Proficient MS Outlook, Excel, Word and PowerPoint knowledge.

Responsibilities

• Work with your assigned client as a professional representative of Qwrk Outsourcing.
• Ability to implement advice (loading Macquarie and Netwealth transactions; account opening forms).
• Set up client files.
• Collect data accurately on behalf of our clients - this may include phoning, investigating online and completing various spreadsheets or forms.
• Complete comparisons for products such as superannuation, investment and insurance policies.
• Prepare forms, documents and templates with complete accuracy.
• Prepare client reports.
• Data input.
• Maintain client database through required software.
• Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients.

Skills

Advice implementation

Client services

English communication

MS Outlook

Excel

Word

PowerPoint

Education

Bachelor's Degree

Tools

MS Outlook

Excel

Word

PowerPoint

Job description

Qwrk Outsourcing is seeking an Implementation Client Services Officer / Financial Planning Assistant to support financial advisers in data gathering and administration. You will ensure timely, regulation-compliant services and assist with loading transactions and client onboarding.

You will work with assigned clients, prepare reports, maintain databases, and contribute to process improvements. A Bachelor's degree and 2+ years in client services or financial planning are required, with strong