Client Services Manager

📍 Davao/ Makati, Philippines | Ho Chi Minh City, Vietnam 

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We are in search of a reliable and highly self-motivated professional to directly support our client in handling their customers’ needs. You will also work closely with the Financial Planning team.

Responsibilities

  • Assist the FP team and the practice principal with efficient running of the Financial Planning service area
  • Provide excellent client service, including being proactive in addressing client queries
  • Assist Advisers in preparation for client meetings and client reviews
  • Assist Advisers with meeting file notes, research and insurance quoting
  • Prepare and collate Statements of Advice & Records of Advice
  • Manage calendars, coordinate appointments & travel for the Financial Planning team
  • Coordinate implementation with fund managers, insurers and administrators
  • Build and maintain strong relationships and rapport with stakeholders, providers and administrators
  • Maintain the integrity of the client database; assist advisers with meeting compliance requirements and maintaining licensee provisions and legislation
  • Collaborate and work in an open plan environment alongside Accounting & Bookkeeping teams

Qualifications

  • You have at least 2 years of experience in a Client Services Manager type role
  • You have experience in Financial Planning, and in XPLAN or at least willing and capable of learning the tool
  • You have excellent written and verbal communication skills; a strong client service focus
  • You have proficient computer skills including the Microsoft Office suite
  • You have excellent administrative, organisational and problem solving skills
  • You have an ability to work well with others, often under pressure, and be adaptable
  • You have a desire to commence or progress a career in Financial Planning

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