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Client Services & Admin Specialist — Financial Planning

AS White Global | , , philippines, Philippines | Posted June 04, 2026

Position Overview

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 ...

Ready to Apply?

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