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Position Title: Financial Service Associate
Salary Grade: 20,000 - 22,000 PHP a month
Reports To: Client, Client Advisor
Primary Relationships: Client Team
Date: July 2023
Schedule : 11:00 AM TO 8:00 PM PH Time
Responsibilities:
- 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
Qualifications:
- 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
COmpany Benefits:
- SSS, Philhealth, Pag-Ibig
- 13th Month Pay
- HMO and Life Insurance (AVEGA)
- Free Shuttle Service
- CO League - Monthly Company Activities
- CO Clubs
- CO Amenities Swimming Pool, Clinic and Kids zone
- CO Stars - Corporate Social Responsibility Involvement Scholarship Programs
- CO Academy - Training and Development Programs
- COolture Coach
- CO Gears
- Cool and Flexible Workplace
- Other Performance and Attendance Based Rewards
- Bereavement Leave
- Paternity Leave
- 7 days SOLO Parent Leave
- Magna Carta Leave
- Company Bank Loan
Job Type: Full-time
Salary: Php20,000.00 - Php22,000.00 per month
Benefits:
- Free parking
- Health insurance
- Life insurance
- On-site parking
Schedule:
- 8 hour shift
- Afternoon shift
- Monday to Friday
Supplemental pay types:
- 13th month salary
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