Hunt St
We’re looking for a detail-oriented and proactive Client Services Manager to support the day-to-day operations of a financial planning practice, ensuring a smooth client experience from preparing documentation to implementing advice after approval.
Requirements
- Minimum 3 years of experience in a Client Services Admin or similar role.
- At least 3 years of experience with financial planning strategy implementation.
- Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
- Proficient in Wrap platform administration (i.e., North and Expand)
- Financial Planning or related certification/s are highly desirable.
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in Philippines
The Philippines, officially the Republic of the Philippines, is an archipelagic country in Southeast Asia. Located in the western Pacific Ocean, it consists of about 7,641 islands, with a total area of about 300,000 square kilometers, which are broadly categorized in three main geographical divisions from north to south: Luzon, Visayas, and Mindanao. With a population of over 114 million, it is the world's twelfth-most-populous country.
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