Client Service Specialist

We are seeking a Client Service Specialist who is highly motivated and possesses a deep understanding of Australian financial workflows. The role requires a proactive professional who moves beyond simple data entry to master end‑to‑end documentation, institutional liaison, and coordination.

• 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 time frames.
• 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.

• 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.