Business Finance Liaison

2 weeks ago

Angeles City, Central Luzon, Philippines beBeeFinancial Full time ₱3,500,000 - ₱7,500,000
Job Title: Financial Service Associate

We are seeking a detail-oriented finance professional to support client application processing, CRM updates, compliance checks, and provider follow-ups. This role ensures accurate records, smooth operations, and quality client service.

Key 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
  • Maintain customer confidence and protect operations by handling information confidentially
Requirements:
  • Excellent 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
Benefits:
  • Opportunity to work with a dynamic team
  • Professional development and growth opportunities
  • Competitive compensation package
Others:
  • A collaborative and supportive work environment
  • A chance to make a real impact in the finance industry

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