Financial Planning Implementation Specialist - Client Services

Qwrk.; Cebu City; On-site; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Fixed Day Shift

HMO coverage

2-week Christmas break

Job summary

QWRK Outsourcing is seeking an Implementation Client Services Officer / Financial Planning Assistant in Cebu City. You will support Financial Advisers by gathering client data and handling administration for timely, regulation-compliant financial planning services.

Required are 2+ years in advice implementation, strong English communication, and a Bachelor’s degree. Proficiency in MS Outlook and MS Office is expected.

Qualifications

• At least 2 years of experience in advice implementation as a Client Service Officer or financial planning assistant.
• At least 2 years in a client services role or equivalent.
• Must hold a Bachelor's Degree.

Responsibilities

• Support Financial Advisers with data gathering for financial planning services.
• Assist with administering and processing documents and forms.
• Set up and maintain client files and databases.
• Collect data from clients, phone and online sources, and complete spreadsheets.
• Prepare client reports and product comparisons (superannuation, investments, insurance).
• Handle data input and maintain required software records.
• Build solid relationships with assigned clients and support new services.
• Assist management and paraplanners with administrative tasks.

Skills

Advice implementation

English communication

Client services experience

Education

Bachelor's Degree

Tools

MS Outlook

Excel

Word

PowerPoint

Job description

QWRK Outsourcing is seeking an Implementation Client Services Officer / Financial Planning Assistant in Cebu City. You will support Financial Advisers by gathering client data and handling administration for timely, regulation-compliant financial planning services.

Required are 2+ years in advice implementation, strong English communication, and a Bachelor’s degree. Proficiency in MS Outlook and MS Office is expected.