Financial Service Associate

Position Overview

Position Title: Financial Service Associate

Work Set Up: Onsite

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

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

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...