Financial Service Associate

1 week ago

Angeles City, Central Luzon, Philippines Clark Outsourcing Full time ₱500,000 - ₱1,000,000 per year

Position Title: Financial Service Associate

Work Set Up: On-Site

Schedule: 11:00 AM to 8:00 PM PH Time

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

Quick Rundown:

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

What Youll 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:

  • 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

Why Youll Love Joining the CO Fam

At Clark Outsourcing, were redefining what it means to work in a BPO. This isnt your regular office setup - its 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 youll have to experience it yourself to believe it.

Heres whats 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, 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, its not just about work - it's about loving where you work. Ready to experience the best workplace ever? We cant wait to welcome you to the team

  • Financial Services Professional

    6 days ago

    Angeles City, Central Luzon, Philippines beBeeCustomerService Full time ₱15,000 - ₱25,000

    Financial Services AssociateThe Financial Services Associate role is pivotal in delivering exceptional customer service to clients. Key objectives include providing timely, accurate, and personalized support to meet client needs.The primary responsibility of this role is to provide banking services to clients in a professional and courteous manner. This...

  • Financial Services Associate Position

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeAccountant Full time ₱800,000 - ₱1,000,000

    Job DescriptionWe are seeking an experienced Financial Services Associate to join our team. This role involves providing exceptional client care standards, maintaining regular meetings with the UK offices, and ensuring compliance work for sole traders, partnerships, and small limited companies is handled efficiently.Key ResponsibilitiesPrepare draft accounts...

  • Customer Service Associate

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeCustomerService Full time ₱800,000 - ₱1,000,000

    We're seeking a skilled Customer Service Associate to join our team.Job DescriptionThis role involves handling customer inquiries, resolving issues, and providing top-notch service. The ideal candidate will possess excellent communication skills, be able to work under pressure, and have a strong attention to detail.ResponsibilitiesHandle customer complaints...

  • Financial Services Professional

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeReceivables Full time ₱1,200,000 - ₱1,800,000

    Job TitleAccounts Receivable SpecialistDescriptionWe are seeking a highly skilled and detail-oriented Accounts Receivable Specialist to join our team. The successful candidate will be responsible for managing accounts receivable functions, including cash posting, payment allocation, and receipt verification.This role requires strong organizational and time...

  • Diligent Customer Service Associate

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeCustomerService Full time ₱210,000 - ₱458,000

    About the RoleWe are seeking a diligent and detail-oriented Customer Service Associate to join our team. This position involves handling customer inquiries, processing refunds, and managing shipping logistics.Key Responsibilities:Process returns and issue refunds accurately and promptlyCreate and manage shipping labels for outgoing packagesProvide...

  • Associate

    7 days ago

    Angeles City, Central Luzon, Philippines ILOCOS SUR SLL Full time $104,000 - $130,878 per year

    Company DescriptionILOCOS SUR SLL is a dynamic company headquartered in Sevilla, Spain. We operate from C/ ALFONSO XII 48 - LOCAL 2, CODIGO POSTAL We are dedicated to delivering exceptional services and products, making us a reliable partner for our clients. Our mission is to innovate and excel in our industry, ensuring top-quality outcomes for those we...

  • Customer Service Associate

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeCareer Full time ₱3,600,000 - ₱4,800,000

    Customer Support RoleWe're seeking a skilled professional to join our team as a customer support specialist.This is a remote opportunity that offers the chance to work with a dedicated team and contribute to our mission of revolutionizing global talent expansion.Key ResponsibilitiesProvide exceptional customer service via phone, email, and online...

  • Accounting Associate

    1 week ago

    Angeles City, Central Luzon, Philippines Criterion Industries Full time ₱450,000 - ₱550,000 per year

    Accounting Associate - Join Our Team in Angeles City, Pampanga Australian Business Support FunctionAbout UsCriterion Industries is a leading Australian manufacturing business with a strong national footprint. To support our continued success, we operate a centralised offshore business support function that delivers finance, accounting, and operational...

  • Accounting Associate

    1 week ago

    Angeles City, Central Luzon, Philippines CAR CITY INC. Full time ₱15,000 - ₱200,000 per year

    Job Title: Accounting AssociateJob SummaryWe are looking for a motivated and detail-oriented Accounting Associate to join our finance team. In this role, you will be responsible for supporting day-to-day accounting activities, preparing financial reports, and ensuring the accuracy of our financial data. This position requires a solid understanding of...

  • Financial Services Expert

    3 days ago

    Angeles City, Central Luzon, Philippines beBeeExpertise Full time ₱450,000 - ₱600,000

    Job DescriptionWe are seeking a skilled Financial Services Expert to join our team. In this role, you will be responsible for the end-to-end financial processing for Australia and New Zealand entities. Your primary objective will be to promptly, professionally, and courteously resolve questions received through the ticketing tool and email.In a typical day,...