Senior Customer Service Representative - Financial

ZigZag is looking for a Senior Customer Service Representative - Financial to join our team!

*You must be willing to report onsite in Ortigas from Monday to Friday 7am to 4pm/6am to 3pm Manila time

*Global exposure opportunity

*With a clear career path and growth

*Start in 2026!

About the Client

They are North Queensland's largest financial services company. They are proud to have served the region for 35+ years and are passionate about making a real difference in our community. With financial planning, tax and accounting, and mortgage broking services under one roof, their purpose is to inspire our community to be financially fit. They live by our trademark values: Connected, Assertive, Reliable and we're looking for highly motivated, hardworking, and positive people to join our growing team.

The Opportunity

You will play a vital role in ensuring the smooth day-to-day operations of our Financial Planning team. You will support our Financial Advisers by managing a variety of administrative tasks that contribute to the delivery of high-quality advice and an exceptional client experience. You'll also collaborate with other administrative professionals across the business on various projects and process improvements to help drive efficiency and service excellence.

Key functions of the role include:

• Client Service Support: Assist with the preparation and processing of client documentation, including Statements of Advice and client annual review materials.
• Appointment Support: Scheduling and confirming client meetings, and ensuring all relevant documentation is prepared in advance.
• Platform and Provider Liaison: Submit applications and follow up with product providers (e.g., superannuation and insurance companies) to track progress and resolve outstanding requirements, and conduct policy calls.
• Data Management: Maintain accurate and up-to-date client records in our CRM, ensuring compliance with internal procedures and regulatory standards.
• Process Improvement & Team Collaboration: Work with advisers and other admin staff to streamline processes, contribute to team projects, and support the continuous improvement of operational workflows.

Who We're Looking For

• 2+ years of administration experience within a professional or financial services company. Experience in the following is highly acceptable: insurance, loans, claims, mortgage, settlements, funds, underwriting, and other similar industries.
• Excellent interpersonal and communication skills, both written and verbal
• Professional presentation with a friendly manner and proactive attitude
• Strong IT and computer skills; confident with Microsoft applications and quick to embrace new technology
• Professionalism, confidentiality, and discretion
• Self-initiative, curiosity, and a passion for learning we want you to ask questions, clarify information, and be proactive in your growth

ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.