Client Service Specialist
Location:
Subic and Clark Office
Position:
Full Time
Closing Date:
Friday, May 29, 2026
Are you a detail-oriented? Do you have the skills to communicate technical financial matters properly to the intended audience?
If your answer is yes, then WE WANT YOU!
We are seeking a Client Service Specialist who is highly motivated and possesses a deep understanding of Australian financial workflows. We need a proactive professional who can move beyond simple data entry to master end-to-end documentation, institutional liaison, and coordination.
As a Client Service Specialist, your responsibilities include:
- Coordinate and prepare all essential materials for client reviews and new business consultations.
- Prepare, audit, and process documentation for transactions and applications, ensuring seamless delivery to institutions and monitoring through to completion.
- Execute adviser instructions with precision, ensuring all tasks are finalized within regulated timeframes.
- Maintain accurate, compliant client records within XPLAN and associated databases, upholding strict data integrity standards.
- Handle sensitive information in full alignment with company privacy policies and industry compliance standards.
- Adhere to all organizational workflows, OH&S requirements, and the professional Code of Conduct.
- Draft high-quality client communications and technical documentation.
- Act as a primary point of contact for fund managers, insurers, SMSF providers, accountants, and legal professionals to facilitate client outcomes.
- Monitor ongoing tasks and advocate for timely resolutions with third-party providers.
- Work across departments to meet collective business objectives and foster a culture of accountability and respect.
- Maintain an advanced knowledge of financial products, systems, and evolving business processes through active participation in training and development.
- Prioritize daily administrative workloads effectively and provide ad-hoc support to management as required.
Qualifications:
- Bachelor’s degree in Financial Management, Business, Banking and Finance, Economics, or any related field.
- Intermediate knowledge of the financial services industry is highly desirable.
- Experience in the financial planning industry is highly advantageous.
- Experience using XPLAN and Microsoft Office preferred.
- Strong customer service, communication, and interpersonal skills.
- Ability to collaborate effectively with internal and external stakeholders.
- Excellent planning, organizational, and problem-solving abilities.
- Strong computer and administrative skills with high attention to detail and accuracy.
- Ability to manage multiple tasks, prioritize effectively, and work independently in a fast-paced environment.
- Strong analytical, decision-making, and conflict resolution skills.
- Ability to work autonomously and as part of a team.
- Proactive, adaptable, and resilient mindset with willingness to learn.
- High level of integrity and ability to handle confidential information with discretion.
- Commitment to ongoing professional development, process improvement, and operational efficiency.
- Willingness to be assigned in Subic Bay Freeport Zone or SM City Clark, Pampanga.
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