- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Education
- Master
- Source
- RecruiterFlow
Description
🚀 Be the engine behind advice delivery—own execution, manage data, and keep client workflows moving.
The Opportunity at a Glance
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.
You’ll work across a shared model supporting multiple advisors and approximately 300+ clients, primarily using platforms like My Prosperity and Advisor Logic. This is ideal for someone who is detail-oriented, proactive, and comfortable working in an environment with evolving processes—where you’re expected to take ownership and figure things out, not wait for instructions.
How You’ll Make an Impact
- Manage client data and workflows within My Prosperity (core platform)
- Support advisors by handling fact-finding, data collection, and client records
- Maintain and update CRM systems including:
- Advisor Logic (current)
- Transition support to FIN 365 (upcoming)
- Process and manage client information across:
- Investment platforms (Netwealth, BetaShares, Vanguard)
- Insurance providers (AIA, Zurich)
- Ensure all client data is accurate, complete, and compliant
- Prepare and manage documentation required for advice processes
- Coordinate with internal stakeholders to keep workflows moving efficiently
- Support multiple advisors simultaneously across a shared client base
- Identify gaps or inefficiencies and improve processes where possible
- Work independently to manage workload and priorities in a fast-paced environment
What We’re Looking For – You’re the Perfect Fit if You:
(Non-negotiable requirements)
- Are based in the Philippines
- Have experience in:
- Australian financial planning or wealth management support roles (MANDATORY)
- Have hands-on experience using My Prosperity (MANDATORY)
- Have experience working with:
- CRM systems such as Advisor Logic or similar
- Are highly detail-oriented with strong data accuracy skills
- Are comfortable supporting multiple advisors and handling high client volumes
- Are proactive and able to work with minimal structure or supervision
- Have strong organizational and task management skills
- Can work independently and manage competing priorities
What Sets You Apart – You’ll Shine Even Brighter With:
- Experience with FIN 365 or similar next-gen CRM platforms
- Familiarity with investment platforms:
- Netwealth, BetaShares, Vanguard
- Experience with insurance providers such as AIA or Zurich
- Strong understanding of financial planning workflows and compliance requirements
- Experience working in a shared services or multi-advisor support model
Work Schedule & Employment Terms
- Full-Time | Monday to Friday | 6:00 AM – 3:00 PM PHT
- Remote work setup
- Open to PH-based applicants only
- Philippine-based employment only
What’s Included:
- HMO with 1 free dependent
- Life Insurance
- Paid Leave Credits
- Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)
- Work-from-home equipment provided
All employment is fully compliant with Philippine taxes and government contributions.
How to Apply
To apply, please submit:
- Updated CV
- Short video recording explaining:
- Your experience in financial planning support
- Your hands-on experience with My Prosperity and CRM systems
