senior client ServicesFilta.

We are looking for a Senior Client Services Support for a financial planning company based in Australia. This is a wonderful opportunity to learn, grow and develop through quality 1 on 1 training with the Owner & Principal who has over 20 years experience.
As a Senior Client Services Support, you will act as the main point person for coordinating all files in progress and you understand the importance of good Financial Planning advice and want to ensure clients receive a quality experience.
Some of the responsibilities are:
Coordination of the workflow of the financial planning business in Australia to the electronic copy in DropBox to Xplan
Development and discussion of the strategy proposal for the preparation of the advice process
Facilitation of the practice compliance processes regarding SOA/ROA documentation
Management of clients, 3rd party authority, and active files
Speaking to Australians on the phone, email and text message​
Other special projects as may be assigned.
To qualify for this role, you must have,
4-5 years' experience in the Australian/American Financial Planning space or other relevant field
Outstanding client service skills as you will be calling insurance companies and clients through phone calls and emails.
Self-motivated and ability to work autonomously
Attention to detail and outstanding time management skills
Strong Microsoft office skills.
Experience with using Xplan, ACT, or COIN is extremely advantageous
Bonus and Nice to Have
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Experience as a Paraplanner.
On top of being a really cool company and a great place to work, you'll get the following benefits as part of the Filta Family:
Fixed 6:00am to 3:00pm Monday to Friday shift
HMO for yourself and one dependent within the first month
Birthday paid leave
20 combined SL/VLs per year accrued from day one (you will have 10 accrued once you pass regularisation)
30 minutes early out Fridays (after regularisation, upon completing all your tasks for the week, and if you're on time during the week)
Interested to join the #FiltaFam?
Apply online + Attach your resume + Answer the Questionnaire in our website to be considered.
Work from Home
Medical / Health Insurance
Paid Sick Leave
Paid Holidays
Paid Vacation Leave
Maternity & Paternity Leave
Medical, Prescription, Dental, or Vision Plans
Associate / Supervisor Administration and Coordination Outsourcing / Offshoring 1 opening Bachelor's degree graduate
At Filta, we help small to medium Australian based eCommerce, Development and Design businesses compete in the ever-changing global market by assisting them to build and manage global teams, regardless of whether it's here in Australia or building offshore resources in the Philippines.
Kalibrr

Mandaluyong City, Metro Manila
Permanent
Full-time