Location
, , philippines, , , philippines, Philippines
Posted
June 08, 2026
Job Description
Join a 50-year financial planning advisor service delivering top-tier private wealth management and portfolio services of Australia market.
The Opportunity
Our partner is an Australia-based financial planning and wealth management firm known for delivering client-centric, tailored advice that helps clients grow, protect, and manage their wealth, with a strong focus on long-term relationships and high-quality service.
Step into a pivotal role as a Client Service Officer, you’ll help provide administrative and client support to financial advisers and operations teams, managing workflows, communications, documentation, CRM updates, and implementation tasks.
Why join us?
- Proudly Great Place to Work® certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more ...