Financial Service Associate

3 days ago

Angeles City, Central Luzon, Philippines Clark Outsourcing Full time ₱20,000 - ₱40,000 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 and proactive Admin Assistant to support a 6-month project focused on website product uploads and basic graphic design tasks. This role requires strong organizational skills, accuracy, and the ability to coordinate with cross-functional teams to ensure a smooth and timely project rollout.

What You'll 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 We're 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 You'll Love Joining the CO Fam

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:

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, 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


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