Position: Client Success Specialist – Financial Services

Location: Eastwood, Libis, Quezon City

Work setup & shift: Hybrid, Day shift

In this role

We are looking for a Client Success Specialist – Financial Services within the operations team. This role is ideal for someone with strong onboarding and client-facing experience in financial services who is comfortable taking initiative, managing onboarding, and ensuring core processes are executed accurately and on time. While this role is focused on client onboarding, data hygiene, and general client communications will also be part of the functions completed as you get more comfortable with how we operate.

Key Responsibilities

• Responsible for end-to-end client onboarding, including AML/KYC reviews and investor accreditation checks.
• Responsible for Financial Adviser onboarding, including ensuring that key agreements are signed and due diligen...