Client Services Specialist

Job Responsibilities
• Email and Calendar Management: Keep track of emails and schedules.
• Client System Maintenance: Update and organise client databases.
• Client Correspondence: Communicate with clients via email, text, or phone.
• Document Preparation: Create forms, documents, and templates.
• Investment Portfolio Reporting: Generate reports on investment portfolios.
• Product Inquiry Handling: Research by contacting insurance and investment companies.
• Application Management: Submit applications and stay on top of them.
• Process Documentation: Write down how things are done or create workflows.
• Ad hoc Tasks: Other relevant tasks to improve the process.

Qualifications
• Applicant must be willing to work in an office located at Banilad Mandaue City
• Completed at least Bachelor's Degree in Finance/Accounting/Business Administration or equivalent.
• Minimum of 6 months to 1 year of experience in financial planning or related roles, with specific experience in the Australian financial services industry preferred.
• Experience in handling customer service, administration services, or a related field is preferred


Required Skills:
• Competent ability in Microsoft Office Tools
• Excellent communication and follow-up skills
• Critical Thinking and Problem Solving
• Strong attention to detail and accuracy
• High-level professional customer service
• Highly oraganised with time management skills

About you:
• Positive attitude
• Growth Mindset
• Critical Thinker
• Problem Solver
• Have long-term career goal

Benefits and Perks:
• Day Shift only, Weekends Off
• Competitive Salary (6 months increase and yearly appraisal)
• 13th Month Pay
• 2 weeks paid Christmas Vacation
• 25 days of leave credit per year (prorated)
• Quarterly and Year-end Performance Bonus
• Health Insurance Coverage after 6 months
• Complete WFH Equipment set-up
• Opportunity for career growth
• Active working environment
• Employee engagement: Development Training / Team building / Fun Fridays
• Direct communication with Australian team