Loading...
Loading...
Himalayas
About usHimalayas PlusCommunityTech stackEmployee benefitsTerms and conditionsPrivacy policyContact usFor job seekers
Create your profileBrowse remote jobsDiscover remote companiesJob description keyword finderRemote work adviceCareer guidesJob application trackerAI resume builderResume examples and templatesAI cover letter generatorCover letter examplesAI headshot generatorAI interview prepInterview questions and answersAI interview answer generatorAI career coachFree resume builderResume summary generatorResume bullet points generatorResume skills section generator© 2025 Himalayas. All rights reserved. Built with Untitled UI. Logos provided by Logo.dev. Voice powered by Elevenlabs Grants
Join the remote work revolution
Join over 100,000 job seekers who get tailored alerts and access to top recruiters.
@louisjason
Implementations associate specializing in client onboarding, process improvement, and financial advice execution.
PhilippinesI am an Implementations Associate with hands-on experience managing end-to-end client onboarding and executing complex financial advice across superannuation, investments, and insurance.
At Stratus Financial Group I led onboarding for over $200,000 AUD in new business within six months, streamlined conversion funnels, and mentored junior staff to improve team efficiency and turnaround times.
In my role at Everest Private Wealth I coordinate across advisers, paraplanners, providers, and clients to deliver CRM-based advice implementation, manage project lifecycles, and ensure compliance with AFSL and internal standards using platforms like Xplan and MidWinter.
I focus on process optimization, quality assurance, and stakeholder communication to ensure flawless execution of strategic advice and strong, long-term client relationships.
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
Work history, roles, and key accomplishments
Everest Private Wealth
Jan 2025 - Present (10 months)
Managed full lifecycle of advice implementation projects across superannuation, investments and insurance, ensuring compliance with AFSL standards and accurate CRM management to reduce turnaround times and delivery delays.
Stratus Financial Group
Jan 2023 - Jan 2025 (2 years)
Led end-to-end onboarding that converted over AUD 200,000 in new business in six months and streamlined the conversion funnel to improve client activation; mentored junior staff and improved administrative turnaround times.
Degrees, certifications, and relevant coursework
UCBachelor of Science, Management Accounting
Grade: Cum Laude
Completed a Bachelor of Science in Management Accounting, graduating Cum Laude in 2023.
Software and tools used professionally
PhilippinesYou can contact Louis and 90k+ other talented remote workers on Himalayas.
Message Louis
MSMenchie Singzon
General Virtual Assistant, Northeast Wealth
JHJai Antoine Halili
CS Process and Information Analyst, NCH Customer Support Services Inc
Nansie Dela Cruz
Client Onboarding Documentation Manager, JP Morgan Chase & Co.
JAJohn Edward Ampong
Assistant Manager, Client Services, Citi
Paulo Lumapas
AML Enhanced Due Diligence Analyst, Manulife Business Processing Services
KFKat F
Human Resources Recruiter, Accenture
DGDarcy Guevarra
Financial Advisor / Insurance Agent, Prulife UK
Leah Joy Pancho
Settlement Officer, Pearlpay, Inc.
Nelson Trinidad
Financial Advisor, Sun Life of Canada Phils, Inc.
MRMichelle Ann Rusiana
Relationship Manager, Skyline Payments System
