Client Concierge | HMO Day 1 | Temp WFH | GY

EMAPTA is looking for a Client Concierge to join our team.

Our Client-Partner:

Join our client-partner who provides investment management and financial planning services to individual investors (most often high net worth investors). They are passionate about providing both superior performance and exceptional customer service. They have a history of success and are looking for candidates to help them continue delivering this exceptional service. 

Job Description:

• Manage process of prospects becoming an investment client, including data collection, new account set up, processing paperwork, etc.

• All aspects of providing exceptional client service as it relates to investment clients, including processing withdrawals, additional investments, client inquiries, etc.

• Coordinate various regular communications to clients

• Maintain updated and accurate client records

• Coordinate materials and meetings

• Process service requests as needed

• Additional responsibilities as assigned by the team leader

• Will handle the wealth management side of the business 

Key Attributes: 

• 2-5 years of experience in financial services/investment industry

• Meticulous attention to detail and accuracy of work

• Excellent professional demeanor and communication (verbal and written)

• Well organized and able to manage multiple priorities

• Strong computer skills 

Education:

• College degree preferred or equivalent work experience

What's in store for you?

• 5-day work week following 6 hours overlap in US business hours

• Observance on US holidays and PH cultural significant holidays

• Prime location in EMAPTA office and access to top-of-the-line facilities and technologies

• Exposure to world-class, high-level management from foreign direct superiors

• HMO coverage plus 1 dependent or mutual fund upon regularization

• 20 leave credits at your discretion with up to 5 days commutable to cash

• Unlimited Gym Access (PNB and SFS office)

• Temporary Work from home Career Development Opportunities:

• Hands-on training provided by US team

• Employee engagement activities