A leading financial services company in Cebu City is searching for a Client Services Administrator to provide exceptional back-office support and serve financial planners. This role includes preparing reports, managing client communications, and maintaining seamless business operations. Applicants should have a relevant degree and a strong customer service mindset. Experience with financial software is advantageous. This position offers a competitive salary and various perks, including flexible shifts and HMO coverage.
Qualifications
Experience with financial software is a bonus.
Previous experience as a VA or supporting international clients is an advantage.
Understanding of financial services, banking, or accounting is a plus.
Responsibilities
Work closely with financial planners to deliver exceptional back-office support.
Prepare reports, letters, and client communications.
Provide reliable admin support to keep business operations running seamlessly.
Skills
Numerical skills
Customer service mindset
Education
Degree in Accounting, Business, Commerce, or related field
Tools
Xero
SAP
MYOB
QuickBooks
Xplan
Job description
A leading financial services company in Cebu City is searching for a Client Services Administrator to provide exceptional back-office support and serve financial planners. This role includes preparing reports, managing client communications, and maintaining seamless business operations. Applicants should have a relevant degree and a strong customer service mindset. Experience with financial software is advantageous. This position offers a competitive salary and various perks, including flexible shifts and HMO coverage.