Staffstream
Client Services Officer role supporting financial planning and wealth management advisors, managing client data and workflows, and ensuring accuracy and compliance.
Requirements
- Australian financial planning or wealth management support experience
- Hands-on experience using My Prosperity
- CRM system experience
- Highly detail-oriented with strong data accuracy skills
- Proactive and able to work with minimal structure or supervision
- Strong organizational and task management skills
- Ability to work independently and manage competing priorities
Benefits
- HMO with 1 free dependent
- Life Insurance
- Paid Leave Credits
- Government-mandated benefits
- Work-from-home equipment provided
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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