Ally Wealth Management was created by Australian Expats for Australians at home and abroad. Having seen the challenges that expats face when it comes to finding comprehensive, transparent and flexible solutions for their own financial affairs, Ally Wealth Management was set up to ensure that our clients feel at ease and ‘at home’ with us – wherever in the world they may be. My role at Ally Wealth is Client Service Associate …… where my role at Ally Wealth is Client Services Associate where I am responsible for supporting the financial advice team and providing customer support to our existing clientele. VALUEOur specialist Australian onshore & expat team are ready to help you create your ideal future. Whether you’re an Australian resident; or you’re looking to begin your expat journey; whether you’re a new or seasoned expat; or you’re looking to repatriate after your time abroad, our specialist team thrive to be your trusted ally through your life journey. COMPANY SERVICES✔ Wealth Management✔ Investment Advice✔ Life, TPD, Critical Illness & Business Insurance✔ Superannuation✔ Retirement Planning✔ Cash Flow Management✔ Tailored Advice for Australian Expatriates✔ Expatriation & Repatriation Planning & Advice✔ Savings Strategies

B2B Client Account Management of 401k Retirement Accounts (Wealth Management). Job role and responsibilities are: Appointment setting with client and stakeholders via MS Teams or conference call, handling client inquiries, record keeping, correction and release of statements, payments processing.

One WellsFargo Building7th floor, Mckinley Hills Taguig City

HSBC Electronic Business Processing IncUP Ayala Technohub, Diliman QC