Client Service Assistant (AU Wealth Management, WFH)
ConnectOS
Date: 2 hours ago
City: Remote
Contract type: Full time
Remote
Schedule: Monday to Friday (07:00 AM-04:00 PM PHT)
Responsibilities
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
Responsibilities
- Manage the implementation of advice, including processing application forms, communicating with product providers and following established processes
- Personally deal with client queries via email
- Work closely with dedicated financial advisers to provide ongoing service
- Work closely with senior offshore administration support
- Act as the point of contact among employees, clients and other external partners
- Manage information flow in a timely and accurate manner
- Help prepare review documentation for advisers
- Prepare simple advice documents
- General office management tasks
- Outstanding organizational and time management skills, with the ability to prioritise workload and manage projects
- Work experience as an Executive Assistant, Personal Assistant, Client Relationship Manager / Financial Planning Assistant
- Able to work independently and at the same time contribute positively to a small team environment
- Excellent MS Office knowledge
- Excellent written communications skills
- Discretion and confidentiality
- Work From Home
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
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