Financial Service Associate

Philippines·Angeles Citymid

OtherService Associate

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Quick Summary

Key Responsibilities

Utilize online systems and portals for generating illustrations, processing applications,

Requirements Summary

Utilize online systems and portals for generating illustrations, processing applications,

Technical Tools

OtherService Associate

We are seeking a Financial Service Associate who will support advisers and clients by processing applications, preparing documents, maintaining accurate CRM records, following up on outstanding requirements, and handling confidential information professionally and accurately.

Responsibilities

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Utilize online systems and portals for generating illustrations, processing applications, and obtaining product literature as needed
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Prepare client correspondence in a timely and accurate manner
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Collate paperwork and documentation for adviser meetings
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Process client recommendations and proactively follow up with product providers on behalf of clients
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Keep advisers informed of any difficulties or non-standard matters
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Update and maintain accuracy of the CRM and computer-based filing system
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Prepare and check compliance of new business packs/submissions
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Transfer data from paper fact finds onto the client system
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Support commission reconciliation process by analyzing unmatched commission payments and resolving any discrepancies
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Chase clients for outstanding information
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Follow company policies and procedures, and report any needed changes
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Maintain customer confidence and protect operations by handling information confidentially

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

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:

What We Offer

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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!