Sales and Client Services Associate

Job Description

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