Practice Team Lead: Client Services & Operations Coach

Qwrk; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Fixed Day Shift

HMO coverage from Day 1

2‑week Christmas break

Job summary

Qwrk Outsourcing in Cebu City is seeking a Practice Team Leader to guide the Philippines-based administration team, delivering high-quality client service and efficient operations across the practice.

You will oversee workflow, onboarding, coaching, and KPI development while maintaining data integrity in systems like Xplan and Fin365. Strong leadership and communication are essential to drive performance and service excellence.

Qualifications

• At least 3 years of Financial Planning Administration/Client Services Officer experience.
• At least 3 years of advice implementation experience.
• At least 3 years of leadership/supervisory experience.
• Refined communication and coaching skills.
• Degree qualified: BSBA in Financial Management or equivalent.

Responsibilities

• Lead, mentor, and support the Philippines based administration team to deliver high-quality client service and operational excellence.
• Monitor workflow allocation, capacity, and turnaround times to ensure service standards are met.
• Assist with training, onboarding, coaching, and ongoing development of team members.
• Step into operational and administrative functions as required to support the team.
• Foster a positive, collaborative, and accountable team culture aligned with the values of the practice and Qwrk.
• Develop onboarding programs for FPAs and deliver compliance and workflow training.
• Run training sessions for FPAs and Administrative Assistants and standardize procedures.
• Design KPIs for productivity, compliance accuracy, and lodgment quality.
• Oversee data entry and maintenance across Xplan/IFF, Fin365, and related systems.
• Prepare client reports and ensure timely lodgements.

Skills

Leadership

FP Admin

Client Service

Training

Coaching

Workflow Oversight

Education

BSBA in Financial Management

Tools

Xplan

Fin365

IFF

Job description

Qwrk Outsourcing in Cebu City is seeking a Practice Team Leader to guide the Philippines-based administration team, delivering high-quality client service and efficient operations across the practice.

You will oversee workflow, onboarding, coaching, and KPI development while maintaining data integrity in systems like Xplan and Fin365. Strong leadership and communication are essential to drive performance and service excellence.