CLIENT EXPERIENCE ASSOCIATE (ONGOING SERVICE)
CLIENT EXPERIENCE ASSOCIATE (ONGOING SERVICE)
XTN-B5A5933
XTN-B5A5933
- City
- N/A, N/A
- Schedule
Make your next big career move by applying as KMC Solutions' next CLIENT EXPERIENCE ASSOCIATE (ONGOING SERVICE)
Join our team as a dedicated Financial Planning Assistant, where you will play a crucial role in supporting our financial advisors by managing and preparing vital documentation and client interactions. This position is pivotal for maintaining high standards of client service and operational efficiency within the financial planning sector.
On top of your salary, here are the exciting benefits you can look forward to:
This position offers the unique opportunity to work within a dynamic, supportive environment that fosters professional growth and learning. You will gain hands-on experience with advanced financial planning tools and direct client engagement, enhancing your career prospects in the financial services industry. Additionally, our flexible work policy allows for a balanced approach to office and remote work, ensuring you can manage personal and professional commitments effectively.
The main responsibilities of a CLIENT EXPERIENCE ASSOCIATE (ONGOING SERVICE) include:
- Support the preparation of review documents and financial service guides for client meetings.
- Manage the completion of Fee Disclosure Statements (FDS) and Opt-in documents ensuring compliance with regulatory requirements.
- Verify and review all client documentation post-onboarding to ensure accuracy and completeness.
- Engage with third-party providers and financial institutions to facilitate client financial activities.
- Conduct detailed research on various financial products including superannuation, investments, and personal insurances to support client financial strategies.
- Maintain precise records of client and provider information in accordance with compliance standards.
- Organize and schedule client appointments and manage follow-ups.
- Provide proactive customer service by quickly addressing client inquiries and building strong client relationships.
- Manage client data within a CRM system to ensure efficient tracking and servicing of client portfolios.
- Engage directly with clients through various communication channels including Zoom, phone calls, and online messaging to provide high-quality service.
- Handle administrative tasks and other ad hoc requests as needed to support team efficiency.
To apply, you must be an expert on the following requirements:
- At least 2 years of work experience, with a minimum of 12 months in an Australian Financial Planning company.
- Completion of at least 2 years in any undergraduate degree program.
- Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint).
- Strong communication and research skills.
- Ability to self-manage, prioritize tasks, and adapt to changing priorities.
- Must have a reliable Wi-Fi connection of at least 50 Mbps.
It will also be favorable if you are knowledgeable in:
- More than 2 years of experience in a Financial Planning company in Australia is preferred but not required.
- Qualifications in paraplanning or financial planning are highly regarded.
- Experience with Netwealth platform and Salesforce CRM is beneficial.
- Skills in direct client communication through email, phone, and SMS.
- Capability to prepare and implement client advice documentation, including handling asset and insurance transfers/withdrawals.
The successful candidate must submit the following pre-employment requirements
- Scanned copy of valid NBI Clearance
- Accomplished Medical or PEME Slip (covered by KMC)
- 2x2 & Half body picture with white background
- Proof of government numbers (TIN, SSS, Pag-ibig, & Philhealth)
- Photocopy of 2 valid IDs – front & back (government-issued)
- Clear copy of your Birth Certificate (PSA or NSO)
- Accomplished HR Forms & Promissory Note (will be provided by KMC’s Onboarding Team
Click here to view the complete list of KMC’s pre-employment requirements.
KMC Careers
If you're a rockstar at what you do and looking to be a part of our amazing story, we want to hear from you!
We offer attractive salaries and benefits plus you get to work in some of the Philippines' best flexible workspaces. Our employees also get to enjoy exclusive discounts, rewards and freebies, and invites to our monthly events. We are always recruiting for roles in IT & Development, Marketing, Business Administration, HR & Recruitment and Legal & Finance Roles.
KMC provides quality employment opportunities for job-seekers looking for a career that is both challenging and fulfilling. We are also committed to providing equal opportunities at every selection stage. We do not discriminate due to age, gender, sexual orientation, ethnicity, nationality, and religion.
Work with Us. Grow with Us.
KMC Solutions offers a variety of career opportunities in Metro Manila, Cebu and Clark & Iloilo. We are always looking for talented and enthusiastic individuals who are ready to make their next big career move.
Our Culture
At KMC, we foster an inclusive and positive workplace for all. We push our members to succeed in everything they do through our collaborative work environment. We encourage our community to work hard and reach their full potential while delivering results that matter for our members and you as professionals.
We host amazing and quality events and implement people-centric policies to work flexibly. We ensure that everyone in our expansive network is engaged, from our internal employees and those who work on behalf our offshore partners.
Life within KMC: Work Hard Party Harder
At KMC, we work hard and we are committed to putting our best foot forward in everything we do. Everyone is encouraged to be an individual while also working for the collective good of the KMC Community. We believe mistakes are opportunities and that you should not present a solution without a problem.
We also know when hard work deserves to be recognized so we reward our employees with monthly parties, free trips and much much more!
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