Deskripsi Pekerjaan
Join Collective Outsourcing, Inc. as a Client Services Manager in our dynamic Australian Financial Planning division. This role offers an exciting opportunity to leverage your exceptional communication and administrative expertise in a fast-paced financial services environment. You'll be the cornerstone of client relationships, ensuring seamless service delivery while supporting financial advisors in delivering tailored solutions. Our Cebu-based team provides comprehensive support to Australian clients, requiring precision, cultural sensitivity, and proactive problem-solving. This position combines strategic client management with hands-on administrative oversight, making it ideal for professionals who thrive in detail-oriented roles with direct client impact. Enjoy competitive compensation while developing your career in international finance with a company committed to excellence and professional growth.
Tanggung Jawab
- Manage and nurture client relationships for Australian financial planning portfolios
- Coordinate administrative workflows including documentation processing and compliance checks
- Act as primary liaison between clients and financial advisors for service inquiries
- Monitor client portfolios and escalate issues requiring specialist attention
- Prepare client correspondence, reports, and financial summaries
- Implement service improvement initiatives based on client feedback
- Maintain accurate client records and documentation in CRM systems
- Collaborate with cross-functional teams to ensure seamless service delivery
Kualifikasi
- Bachelor's degree in Business, Finance, or related field
- Minimum 2 years experience in client services or financial administration
- Exceptional verbal and written communication skills
- Proficiency with CRM systems and Microsoft Office Suite
- Strong attention to detail with high accuracy in documentation
- Ability to work independently and manage multiple priorities
- Experience in financial services or outsourcing industry preferred
- Understanding of Australian financial regulations advantageous