Remote Client Implementation Specialist Financial Planning

Staffstream; Taguig; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

HMO health cover

Group life insurance

Paid leave credits

Work-from-home equipment provided

Job summary

Staffstream is hiring a Client Services Officer for an Australian financial planning practice, from the Philippines. You’ll coordinate the implementation of approved advice strategies for ongoing clients, working with Advice Associates to ensure a smooth handoff from recommendations to client action.

This is a fully remote, Philippines-based role during Australian business hours. You’ll manage CRM records, assist with client communications, and handle administration, invoicing, and data

Qualifications

• Experience with Australian financial planning processes.
• CRM proficiency and ability to learn new platforms quickly.
• Excellent data entry and documentation skills.
• Strong verbal and written communication.
• Ability to manage invoicing and related admin tasks.

Responsibilities

• Coordinate implementation of approved advice strategies for ongoing clients.
• Maintain accurate CRM records and client documentation.
• Support client communications and respond to queries.
• Assist with invoicing and administration for advisory services.
• Collaborate with Advice Associates to deliver services.

Skills

CRM experience

Microsoft Office

Data entry accuracy

Client confidentiality

Time management

Communication skills

Tools

Adviser Logic

Fin365

Job description

Staffstream is hiring a Client Services Officer for an Australian financial planning practice, from the Philippines. You’ll coordinate the implementation of approved advice strategies for ongoing clients, working with Advice Associates to ensure a smooth handoff from recommendations to client action.

This is a fully remote, Philippines-based role during Australian business hours. You’ll manage CRM records, assist with client communications, and handle administration, invoicing, and data