Freelance Financial Implementation Specialist

ConnectOS is seeking a detail-oriented Implementation Specialist based in Manila, Philippines. In this role, you will manage all aspects of post-advice execution, including client account setup and processing rollovers and contributions.

The ideal candidate must possess strong financial planning admin skills, excellent phone and written communication, and empathy when dealing with clients facing complex needs. Familiarity with Zoho CRM and Zoho Projects is a plus.