Financial Service Associate

Position Title: Financial Service Associate

Work Set Up: On-Site

Primary Relationships: Partner Team

Date: October 2024

Schedule: 11:00 AM - 8:00 PM PHT

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga

Quick Rundown:

Responsible for managing client correspondence, processing applications, and supporting adviser meetings by preparing documentation and maintaining CRM accuracy. Tasks include ensuring compliance, reconciling commission payments, and addressing discrepancies. Uphold confidentiality, follow company policies, and assist in streamlining processes for efficiency.

What You'll Do:

• Utilize online systems and portals for generating illustrations, processing applications, and obtaining product literature as needed

• Prepare client correspondence in a timely and accurate manner

• Collate paperwork and documentation for adviser meetings

• Process client recommendations and proactively follow up with product providers on behalf of clients

• Keep advisers informed of any difficulties or non-standard matters

• Update and maintain accuracy of the CRM and computer-based filing system

• Prepare and check compliance of new business packs/submissions

• Transfer data from paper fact finds onto the client system

• Support commission reconciliation process by analyzing unmatched commission

• payments and resolving any discrepancies

• Chase clients for outstanding information

• Follow company policies and procedures, and report any needed changes

• Maintain customer confidence and protect operations by handling information confidentially

What Were Looking For:

• Good knowledge of investment, life, pension, and trust products and legislation

• Strong IT skills, particularly in Word, Outlook, and Excel

• Excellent written and verbal communication skills

• Attention to detail and accuracy in data entry

• Strong organizational skills

• Experience in economics, business finance, business management, accounting technology, accountancy, industrial engineering, information and technologies, or at least 1 year of financial industry experience

Why You'll Love Joining the CO Fam!

At Clark Outsourcing, we're redefining what it means to work in a BPO. This isn't your regular office setup --it's where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you'll have to experience it yourself to believe it.

Here's what's in store for you:

Health and Welfare Benefits: HMO with prescription coverage, SSS, PhilHealth, Pag-IBIG, 13th-month pay, retirement benefits, and more.

Beyond Work: Enjoy our in-office swimming pool (lowkey flex!), CO Club gaming lounge, swimming pool, CSR involvement through CO Stars, scholarship programs, and access to CO Academy for growth.

Travel Opportunities: We send at least 20 staff per year to visit our clients in the US, UK, and Australia, giving you international exposure and experience.

Leave Benefits: Paid holidays, Earned PTO on your first month, Wellness leave (no questions asked), plus special leaves like bereavement, parental leave, and Magna Carta leave.

Extra Perks: Salary loans up to PHP 1M (via BPI), CO Swag Bag, birthday and anniversary tokens, and our COol & flexible workplace.

Growth and Recognition: Yearly performance appraisals, career advancement programs, CO League events, and guidance from our amazing Coaches!

At CO, it's not just about work it's about loving where you work. Ready to experience the best workplace ever? We can't wait to welcome you to the team!