Client Services Officer (Remote)

Role Overview

Join a growing business in the financial planning and wealth management industry, supporting multiple advisors across a diverse client portfolio. This role is a high-impact, execution-focused Client Services Officer (CSO) position—responsible for handling the operational side of advice delivery, ensuring client data, systems, and workflows are accurate and up to date.

What You Will Do

Manage client data and workflows, support advisors, maintain and update CRM systems, process and manage client information, prepare and manage documentation, coordinate with internal stakeholders, and identify gaps or inefficiencies.

Why It Might Be a Fit

You'll shine if you have experience in Australian financial planning or wealth management support roles, hands-on experience using My Prosperity, and experience working with CRM systems, investment platforms, and insurance providers.

Requirements

• Based in the Philippines
• Experience in Australian financial planning or wealth management support roles
• Hands-on experience using My Prosperity
• Experience working with CRM systems such as Advisor Logic or similar
• Highly detail-oriented with strong data accuracy skills
• Comfortable supporting multiple advisors and handling high client volumes
• Proactive and able to work with minimal structure or supervision
• Strong organizational and task management skills
• Ability to work independently and manage competing priorities

Benefits

• HMO with 1 free dependent
• Life Insurance
• Paid Leave Credits
• Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)
• Work-from-home equipment provided