Client Services Officer | Permanent WFH | Day Shift | Day 1 HMO

Your Financial Future, Expertly Engineered.

Known for their professionalism and personalized service, our client partners with individuals and businesses to help them make smarter, future-ready financial decisions-every step of the way.

Job Description

As a Client Services Officer, you will act as the vital link between clients and financial advisers-managing key communications, handling sensitive data, and ensuring the seamless execution of tailored financial solutions that make a difference.

Job Overview

Work setup: Permanent Work From Home

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Permanent WFH arrangement
• Prime office location in Baguio (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Day shift schedule
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/EmaptaTrainingCalendar)
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

• 3+ years previous experience in financial services, wealth management, or a related field is preferred.
• Strong understanding of financial planning concepts and industry regulations.
• Excellent interpersonal and communication skills with a client-first mindset.
• Ability to manage multiple priorities and work efficiently under pressure.
• Strong attention to detail and organizational skills.
• Proficiency in financial planning software, CRM systems (Xplan), and Microsoft Office Suite (Word and Excel).
• High level of discretion and professionalism when handling sensitive financial information.
• Ability to work collaboratively within a team environment.

• Act as the primary point of contact for clients, ensuring high-quality service and completing client fact finds and personal insurance statements
• Manage client inquiries, schedule appointments, and maintain ongoing communication regarding their financial plans
• Enter and update client data daily in Xplan
• Support financial advisers by preparing documentation, annual reviews, FDS, and Opt-ins
• Maintain accurate client records and ensure compliance with industry regulations
• Implement financial plans by coordinating with internal teams and external stakeholders such as fund managers, superfunds, insurers, and underwriters
• Follow up on client medical reports and related documentation
• Monitor and manage client service workflows for efficiency and accuracy
• Ensure adherence to compliance and regulatory requirements
• Prepare reports, presentations, and correspondence related to client portfolios
• Identify areas to improve client engagement and service delivery
• Handle confidential financial information with professionalism and discretion
• Assist in onboarding new clients and support process improvement, technology upgrades, and special projects

Who Are We

Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. Apply now and be part of the #EmaptaEra!