Senior Client Services Officer (AU Financial Planning) I WFH

Cloudstaff Philippines Inc.; Philippines; Remote; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Private health coverage

Flexible leave credits

Career advancement opportunities

Company-provided PC/Laptop

Mental wellness program

Employee referral bonuses

Employee Share Units opportunity

Job summary

Cloudstaff Philippines Inc. seeks a Senior Client Service Officer to drive end-to-end implementation for Australian clients from a remote setup. You will prepare advice documents, manage applications, and communicate progress to advisers and clients.

The ideal candidate has 2–3 years of Australian client financial planning experience, strong English communication, and familiarity with Xplan. A collaborative, confidential, and proactive team player is essential.

Qualifications

• 2–3 years of financial planning experience with Australian clients.
• Familiarity with investment platforms and their requirements.
• Knowledge of advice rules and financial planning practices.

Responsibilities

• Prepare and finalise advice documents and implement recommendations.
• Complete application forms and track implementation.
• Provide clear updates in client meetings and workflow status.
• Maintain strong relationships with Advisers, Client Associates, and internal clients.
• Manage workflow tasks, databases, and CRM systems.
• Ensure invoices and debtors are paid and up to date.
• Meet KPI targets to deliver excellent client experience.
• Deliver high quality written and verbal client communications.
• Liaise with fund managers and update client portfolios in planning software.
• Maintain strict confidentiality of client information.

Skills

Communication skills

English fluency

Analytical skills

Stakeholder management

Team player

Confidentiality

Diplomacy

Tools

Xplan

CRM systems

Job description

Job Description

CS Everywhere(WFH) is a permanent Work From Home with unlimited access to Cloudstaff offices when you need it. CS Everywhere includes Fiber Internet, Backup Internet, UPS, PC/Laptop. Use the office when there is an or power issue. Pop in and have a coffee with teammates.

Overview

• The Senior Client Service Officer (SCSO) in the implementation team is responsible for the end-to-end implementation of all advice related tasks within agreed service levels with a focus on quality and efficiency, coupled with providing detailed client communication and supporting the adviser teams.

Operations & Compliance

• Preparing and finalising advice documents and implementing recommendations
• Completing application forms and tracking the implementation process
• Actively participation in client teams meetings and providing clear and accurate updates on workflow and implementation status
• Develop and maintain strong working relationships with Advisers, Client Associates, and all relevant internal clients
• Efficient and effective management of workflow tasks and maintaining databases and CRM systems
• Responsible for ensuring advice related invoices and debtors are paid and up to date
• Responsible for meeting or exceeding KPI’s set to provide the best client experience that aligns with Findex values
• Deliver high quality service and outputs to clients in both written and verbal form
• Completing transactional work with strict adherence to the second inspection policy
• Liaise with fund managers and maintain client portfolios through financial planning software Xplan
• Adhering to strict confidentiality of client information
• Technical contact for escalated queries regarding ATO, ASIC, etc

Qualifications and Requirements

Practical Experience

• Minimum 2-3 years financial planning experience gained working on Australian based clients
• Ideally previous Xplan experience
• Advanced knowledge of investment platforms and their requirements to maintain accurate information
• Sound understanding of advice rules and financial planning practices

Key Attributes

• Diplomatic, personal, and professional
• Positive, proactive and result orientated
• Collaborative team player
• Ability to always maintain confidentiality
• Excellent oral and written communication skills in English
• Strong commercial acumen
• Strong analytical skills
• Strong relationship and stakeholder management skills
• Technology savvy

Perks and Benefits

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Tech-on-wheels Support
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc