Job Openings Financial Service Associate

About the job Financial Service Associate

Position Title: Financial Service Associate

Salary: 20,000 - 22,000 PHP a month

Reports To: Partner, Partner Team

Primary Relationships: Partner Team

Date: March 2024

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


  • 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


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

  • Must have good communication skills

  • 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