Deskripsi Pekerjaan
Join our dynamic team at TD Outsourcing Philippines Inc. as a Client Services Officer & Paraplanner and take your career in the financial services industry to new heights. We're seeking talented individuals who are passionate about delivering exceptional client experiences while supporting financial planning processes.
In this hybrid role, you'll be the bridge between our clients and our financial experts, ensuring seamless communication and service delivery. Your attention to detail and problem-solving skills will be instrumental in maintaining client satisfaction and supporting our financial planning team with accurate data and documentation.
This position offers the flexibility of hybrid work arrangements, allowing you to balance professional growth with personal well-being. You'll have the opportunity to work with cutting-edge financial technologies and develop a comprehensive understanding of client service excellence in the banking and financial services sector.
If you're a tech-savvy professional who thrives in detail-oriented environments and is eager to make a meaningful impact in the financial services industry, we encourage you to apply and become part of our innovative team at TD Outsourcing Philippines Inc.
Tanggung Jawab
- Manage client communications and relationships, ensuring timely responses to inquiries and requests
- Assist in the preparation of financial planning documents, including client statements, reports, and portfolio summaries
- Collaborate with financial advisors to gather necessary information for client planning and service delivery
- Maintain accurate and up-to-date client records in the CRM and financial planning systems
- Process client transactions and service requests with precision and efficiency
- Conduct preliminary research and analysis to support financial planning recommendations
- Identify opportunities for process improvement and enhanced client service delivery
- Stay current with industry regulations, products, and best practices in financial services
Kualifikasi
- Bachelor's degree in Finance, Business Administration, Economics, or related field
- Minimum of 1-2 years of experience in client services, financial planning, or related role
- Strong attention to detail with excellent organizational and time management skills
- Proficiency in Microsoft Office Suite and financial planning software
- Excellent communication skills, both written and verbal
- Ability to work independently and as part of a collaborative team
- Strong problem-solving skills with a customer-focused mindset
- Knowledge of financial products, services, and regulatory requirements is a plus