Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium
Customer Service Associate - ZR_29513_JOB at BruntWork
Quezon City, Metro Manila, Philippines -
Full Time

Start Date

Immediate

Expiry Date

11 Feb, 26

Salary

0.0

Posted On

13 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Organizational Skills, Attention To Detail, Microsoft Office, Communication Skills, Financial Planning Software, Client Service

Industry

Staffing and Recruiting

Description
This is a remote position. JOB HIGHLIGHTS: Monday - Friday: 9AM - 5PM EST with 1hr unpaid break Job Description: The CSA will support our advisory team with both administrative and client-facing tasks, ensuring smooth case progression, accurate record-keeping, and high-quality client service. The role offers on-the-job training and the opportunity to develop expertise in cross-border financial planning. Tasks and Responsibilities: Prepare dealing instructions and benefit withdrawals Complete business submission checklists and assist with pipeline progression Prepare valuations, transaction summaries, and tax reclaim forms Maintain accurate digital records (Client Profile Form/Proof of Address/Proof of ID) on CRM/SharePoint/ShareFile Support investment review preparation and ad-hoc administrative tasks For client-facing CSAs: assist with meeting prep, note-taking, and follow-up actions; gather and input client financial data; customize reports; prepare insurance illustrations and pension transfer documents; and set up custodian accounts Qualifications: No prior industry experience required; on-the-job training provided Strong organizational skills and attention to detail Familiarity with Microsoft Office (Outlook, Excel, Word, PowerPoint) For client-facing roles: strong communication skills and willingness to learn financial planning software (Orion Planning) and insurance provider portals Independent Contractor Perks: With HMO Coverage for eligible locations Permanent work-from-home Immediate hiring Steady freelance job ZR_29513_JOB
Responsibilities
The Customer Service Associate will support the advisory team with administrative and client-facing tasks, ensuring smooth case progression and high-quality client service. Responsibilities include preparing dealing instructions, maintaining accurate digital records, and assisting with client meetings.