Remote Client Services Specialist – Wealth Planning Support

Staffstream is looking for a Client Services Officer (CSO) based in the Philippines for a full-time position in the financial planning and wealth management industry. The role involves managing client data, supporting advisors, and ensuring compliance. Candidates must have experience in Australian financial planning, CRM systems like My Prosperity, and strong organizational skills. Included benefits are HMO, life insurance, paid leave, and remote work setup.
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