Role Description Join a growing business in the financial planning and wealth management industry, supporting multiple advisors across a diverse client portfolio. This role is a high-impact, execution-focused Client Services Officer (CSO) position—responsible for handling the operational side of advice delivery, ensuring client data, systems, and workflows are accurate and up to date. You’ll work across a shared model supporting multiple advisors and approximately 300+ clients, primarily using platforms like My Prosperity and Advisor Logic. This is ideal for someone who is detail-oriented, proactive, and comfortable working in an environment with evolving processes—where you’re expected to take ownership and figure things out, not wait for instructions. Qualifications - Based in the Philippines - Experience in Australian financial planning or wealth management support roles (MANDATORY) - Hands-on experience using My Prosperity (MANDATORY) - Experience working with CRM systems such as Advisor Logic or similar - Highly detail-oriented with strong data accuracy skills - Comfortable supporting multiple advisors and handling high client volumes - Proactive and able to work with minimal structure or supervision - Strong organizational and task management skills - Can work independently and manage competing priorities Requirements - Experience with FIN 365 or similar next-gen CRM platforms - Familiarity with investment platforms: Netwealth, BetaShares, Vanguard - Experience with insurance providers such as AIA or Zurich - Strong understanding of financial planning workflows and compliance requirements - Experience working in a shared services or multi-advisor support model Benefits - HMO with 1 free dependent - Life Insurance - Paid Leave Credits - Government-mandated benefits (SSS, PhilHealth, Pag-IBIG) - Work-from-home equipment provided - All employment is fully compliant with Philippine taxes and government contributions Work Schedule & Employment Terms - Full-Time | Monday to Friday | 6:00 AM – 3:00 PM PHT - Remote work setup - Open to PH-based applicants only - Philippine-based employment only How to Apply To apply, please submit: - Updated CV - Short video recording explaining your experience in financial planning support and your hands-on experience with My Prosperity and CRM systems

Role Description Are you an organized and detail-oriented professional who enjoys keeping operations running smoothly? If so, we want you to join our team! We have an exciting opportunity available for a Repair Coordinator to support our Repair Department. This is a remote position open to candidates located near one of our Distribution Centres across Canada, with a preference for candidates based near our Winnipeg Distribution Centre (230 Panet Road) . As the Repair Coordinator, you will have the opportunity to: - Support the Repair Manager with scheduling, documentation, and administrative coordination. - Prepare service documents, repair forms, technician paperwork, and trip sheets. - Receive, inspect, reconcile, and maintain repair parts inventory. - Identify and report damaged, missing, or incorrect parts. - Maintain department files, records, and compliance documentation. - Coordinate with technicians, vendors, and internal partners to support repair operations. - Assist with inventory reporting and parts administration. - Support departmental workflows while ensuring accuracy and timely completion of tasks. - Follow company policies and standard operating procedures. Qualifications - High School Diploma required. - 1-2 years of experience in warehouse operations, inventory control, parts coordination, or an administrative support role within a service or distribution environment. - Experience working with third-party vendors to resolve parts discrepancies is an asset. - Strong organizational, time management, and problem-solving skills. - High attention to detail with a focus on inventory accuracy and documentation. - Proficiency in Microsoft Office, particularly Excel, Outlook, and Word. - Ability to learn inventory management and internal software systems. - Excellent verbal and written communication skills. - Comfortable working in both warehouse and office environments. - Able to lift and move materials consistent with department requirements. Benefits - $20.50-$22.25/ hour wage - Market competitive wages - Comprehensive benefits plan and excellent employee discounts - Employer Sponsored Retirement Savings Plan - Career growth and continuous development - Respectful and family-oriented working environment with strong company values Other Duties This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Duties and responsibilities may be amended from time to time, with or without notice. AI tools may be used during the hiring process to screen, assess or select applicants for the position.

• Act as the primary point of contact for client-facing teams within Remote on all onboarding-related topics, providing expertise on compliant global onboarding practices • Manage onboarding processes for enterprise-level clients that require tailored workflows or high-touch support, guiding them through internal processes and serving as their main contact within the onboarding team • Execute and evaluate employee onboardings to improve service quality and communication, ensuring alignment with customer experience best practices • Manage service delivery for onboarding operations, responding to customers and employees directly via the Help Desk or partnering with the Customer Care team when needed • Provide support to companies and employees on all onboarding-related questions and issues • Collaborate closely with Customer Operations, Customer Care, Customer Experience, and Sales teams to deliver best-in-class client support and meet strict service level agreements • Maintain an up-to-date knowledge base, documentation, and FAQs for onboarding operations, especially for use by go-to-market teams • Partner with other operational teams, including Mobility, Lifecycle, Benefits, and Payroll, to deliver a seamless experience for clients and employees • Continuously gather feedback from customers and employees to identify opportunities to improve the onboarding experience

• Drive Vertical Focused Digital Services Sales. • In close partnership with a Vertical Industry Sales Leader, and Industry SME - and the broader sales team - formulate and execute a vertically aligned technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital services - application modernization, application development, artificial intelligence (AI/GenAI), and data platforms and modernization – and related vertical offerings and accelerators. • In close partnership with a Vertical Industry Sales Leader, establish, co-lead, and continuously refine shared guidelines and practices for opportunity onboarding and prioritization, team cadences, pursuit management, and account planning. • Be accountable and drive accountability for the PreSales and Vertical team shared guidelines and practices. • Actively and periodically mentor, coach, and enable team members. • Drive period cadences with team members to provide feedback and receive feedback. • Execute professional growth and career development initiatives for team members. • Provide timely feedback to leadership on staff and opportunities. • Lead the execution and resolution of human resources and compensation related activities for the team members. • Proactively recruit candidates for all roles and drive individualized retention and reward strategies for staff. • Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with clients. • Serve as the technical leadership liaison to strategic accounts in a vertical. • Lead strategic and select opportunities in application modernization, application development, artificial intelligence (AI) and data estates to achieve solution win of Presidio services solutions. • Identify customer stakeholders and their individual success criteria and needs. • Create and lead technical solution approaches and next steps aligned to customer stakeholders. • Align, vet and coordinate Presidio technical resources as needed. • Engage Manager/VP/Director/C-Suite level at clients directly. • Be the point of contact for opportunity escalations. • Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture, product areas, and industry. • Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. • Actively participate in technical champion programs and communities. • Attain certifications when appropriate. • Learn, discuss and present new and emerging relevant topics. • Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. • Research industry trends and topics and develop discovery approaches. • Develop and lead workshops to drive relevant discovery. • Document customer current state to assist customer and sales teams target future state architectures and roadmaps. • Actively participate as a leadership liaison between customers, sales and delivery resources to ensure customer success. • Lead the collaboration with delivery engineering leadership on driving quality and properly risk managed solutions and staffing for customer proposals. • Serve as point of contact to delivery engineering leadership for solution scoping escalation for the Principal Architects on the team. • Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. • Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. • Actively plan and execute growth and career development activities for the role and your team. • Seek and collaborate with key stakeholders on improvements to presales processes and GTM.