New Account Specialist

3 days ago

Pasig, National Capital Region, Philippines COL Financial Group, Inc. Full time ₱600,000 - ₱1,200,000 per year

About the Company

COL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.

Responsibilities

Lead Generation & Promotion

  • Facilitate campaigns and initiatives to generate new leads, improve sales conversion, and enhance the customer experience
  • Promote and offer COL products and services— including the COL Strategic Growth Fund (CSG), COL Equity Index Fund (CEIF), and other key offerings— to prospective and existing clients
  • Support the organization and facilitation of company events and financial literacy activities

Account Opening & Onboarding

  • Manage the completion, review, and approval of account applications, ensuring timely funding and progression to the first investment or trade
  • Provide responsive assistance to customer inquiries via walk-ins, email, or phone, ensuring clear communication and professional support

Reporting & Data Management

  • Maintain accurate and up-to-date records across all sales CRM platforms
  • Prepare regular reports, including monthly sales reports and other required documentation

Qualifications

  • Bachelor's Degree in Communications, Marketing, Finance, or any related course
  • At least 2 years of work experience in Sales, Marketing, or Client Services; fresh graduates are welcome to apply
  • Strong verbal and written communication skills
  • Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus
  • Background in event planning, digital campaigns, or marketing communications is an advantage
  • Basic knowledge of financial markets is preferred but not required
  • Willing to work onsite at Ortigas Center, Pasig City

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