Job description
Join Link Wealth Adviser Support as a Client Services Administrator and become a trusted part of our client-first team in Angeles City, Pampanga. In this essential role, you will be the front line of client service, delivering professional administrative support to our wealth advisers and ensuring every client interaction is accurate, timely, and compliant with industry standards.
You will manage onboarding documentation, maintain precise client records in our CRM, coordinate meetings and calendar activity, and prepare clear communications, reports, and proposals for clients. Your proactive approach and meticulous attention to detail will help us deliver exceptional service while maintaining data privacy and regulatory compliance in all client engagements.
We are seeking a highly organized, communicative individual who can juggle multiple tasks, prioritize urgent requests, and collaborate effectively within a small, dedicated team. This role offers opportunities for growth within a fast-paced financial services environment and the chance to contribute to client retention and overall business success. If you value accuracy, customer care, and teamwork, this could be the perfect next step in your career.
Responsibility
- Serve as the primary point of contact for clients via phone, email, and chat, delivering prompt and professional responses.
- Manage client onboarding, collect and verify documentation, and enter data into the CRM with accuracy.
- Coordinate scheduling, calendar management, and meeting logistics for wealth advisers and clients.
- Prepare client communications, reports, and proposals, ensuring clarity and compliance with regulatory standards.
- Process client requests for information, payments, and billing in a timely manner while safeguarding data privacy.
- Maintain organized client files and ensure data integrity across systems.
- Collaborate with internal teams to resolve inquiries and improve service delivery, contributing to client retention efforts.
Qualification
- Bachelor's degree or relevant experience in administration, finance, or client services.
- Proven experience in client services or front-desk roles in a professional environment.
- Strong communication skills in English; proficiency in Filipino is a plus.
- Proficiency with CRM systems and MS Office (Excel, Word, Outlook); high attention to detail and data accuracy.
- Excellent organizational skills, the ability to multitask, and effective time management.
- Knowledge of data privacy, compliance best practices, and a client-first mindset.
- Ability to work independently and as part of a small, collaborative team, with a proactive approach to problem solving.