Corporate Accounts Associate  

Corporate Promotion & Engagement

• Promote COL products and services (CSG, CEIF, CIP) to companies, institutions, and organizations.
• Assist in corporate marketing campaigns to boost brand awareness, enhance partnerships, and engage employees.

Lead Generation & Account Management

• Generate and pursue corporate leads through email, phone, and other channels.
• Coordinate corporate account applications, including initial document review and internal team collaboration.

Event Planning & Facilitation

• Plan, organize, and support financial literacy seminars and corporate events. • Prepare event materials and assist in documentation and follow-up after events.

Reporting & Data Management

• Help prepare reports and presentations for corporate accounts and engagement activities.
• Manage data tasks, including organizing and updating internal trackers and monitoring files.

• Bachelor’s degree in Communications, Marketing, Finance, or a related field
• At least 2 years of experience in Sales, Marketing, Client Services, or Corporate Relations
• Excellent verbal and written communication skills
• Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus
• Experience in event planning, digital campaigns, or marketing communications is an advantage
• Comfortable with research, data handling, and creating presentations
• Basic knowledge of financial markets is preferred but not required