Client Services Officer
View Job- Company Qwrk. - View more jobs
- LocationCebu
If you're a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as a Client Services Officer / financial planning assistant now! […]
The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their clients. This includes supporting Advisers with all of the administration assistance they need to provide financial advice in a timely, regulation-compliant manner. […]
At least 2 years of experience as a Client Service Officer or as a financial planning assistant […]
Intermediate...
8 days ago from: bossjob.ph
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