Client Services Administrator (CSA) - Levera Solutions

Hiring: Client Services Administrator (CSA) – Levera Solutions

Work Arrangement: Onsite [Angeles City, Pampanga]: Monday to Friday, 6:00 AM – 3:00 PM

About our Company:

Levera Solutions is an offshoring company based in Angeles City, Pampanga, specializing in administrative and support services for the Australian financial services industry. Our team is specifically trained in financial services operations and works closely with clients to provide reliable, efficient, and high-quality support tailored to their business needs. We are committed to delivering exceptional service while helping our clients streamline their operations and achieve their business goals.

About the Role:

A Client Services Administrator (CSA) is responsible for either:

Financial Planning Admin (FPA) Tasks

·       Providing end-to-end administrative support to Financial Planners to ensure the accurate, timely, and compliant delivery of advice to clients.

·       Preparing and manage client documentation including SOAs, ROAs, application forms, reviews, and compliance records in line with regulatory and licensee requirements.

·       Ensuring accuracy, completeness, and timeliness of client records, maintaining data integrity across CRM, financial planning software, and document management systems.

·       Liaising with clients, product providers, and designated onshore contacts to follow up on requirements, resolve queries, and progress advice implementation.

·       Supporting compliance and quality assurance activities by ensuring files, documentation, and processes meet internal standards and audit expectations.

·       Contributing to process improvement and efficiency, identifying opportunities to streamline administrative workflows and enhance client experience.

Mortgage Broker Admin (MBA) Tasks

·       Providing administrative support to Mortgage Consultants to ensure loan applications are processed accurately, timely, and in compliance with regulatory and licensee requirements.

·       Coordinating communication and interactions with lenders, clients, and onshore personnel to follow up on requirements, resolve queries, and progress loan applications.

·       Collating and managing all applicant documentation, including NCCP forms, supporting documents, serviceability calculators, and compliance records.

·       Entering and maintaining client information in CRM and mortgage software (e.g., FLEX), ensuring records are complete and up to date.

·       Ordering property valuations, preparing loan lodgements, performing data validations, and flagging potential fraudulent items.

·       Supporting post-settlement activities and assisting with compliance and quality assurance checks.

·       Contributing to process improvements and efficiency, identifying opportunities to streamline administrative workflows and enhance client experience.

Job Qualifications:

• Previous experience in financial services, especially in administrative roles, is a plus.
• For Graduates: Must hold a bachelor’s degree in a relevant field (e.g., Finance, Business, Accounting, or related discipline).
• For Non-Degree Holders: Must have a minimum of 5 years of relevant work experience in financial services, administration, or a related area.

·       Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

·       Experience with CRM systems (e.g., XPLAN, Worksorted or Adviser Logic) is advantageous.

Benefits:

·       Work Life Balance

·       New Hire Welcome Merch

·       Friday Free Lunch

·       HMO Coverage (Upon 3rd Month)

·       Quarterly Team Building

·       Tenure Bonus

·       Referral Bonus

·       Company Christmas Gifts

·       Holiday Shutdown