client support representative - portfolio ManagementOpen Access Marketing Philippines Inc
We are a BPO company. The job mainstream is to support software used by financial institutions and bankers.
BRIEF DESCRIPTION:
Candidates will be focused on providing great service to financial technology solutions and service company, specifically in portfolio stock exchange.
SKILLS/QUALIFICATIONS:
- We accept applicants with either Accounting/Finance background
- Information Technology/Computer Science background is a plus
- Candidates w/ accounting background, you should at least have one year or more experience working with any of the following:
Portfolio Management
Fund Accounting, Prime Broker
Other global back-office financial accounting solution
Knowledge of fundamental financial instruments like equities and fixed incomes is preferred.
Preferably familiar with the use of Excel formula or macro
Excellent written and oral English communication skills with a strong attention to details
Proven aptitude to learn complex technical, financial and theoretical information in a timely manner.
JOB DUTIES AND RESPONSIBILITIES:
- Provide high level and fundamental technical support by phone and via email.
- Provide functional and technical support for internal teams
- Identify and interpret client needs and determine appropriate action.
- Interpret and validate technical issues, follow-up and test solutions.
- Create and maintain all communication related to client issues including: defect and
change request submission, status memos, logging of support incidents, and procedural or operation
documentation.
- Provide extensive, detailed instructional documentation externally and internally.
- Absorb and stay current with changes to both the financial and technical global area.
BENEFITS:
- Salary: 34-40K + HMO and company benefits
- 13th month pay, leave credits
- Above standard holiday and OT rate
- Friendly environment and surprise perks
Send your resume to *******@openaccessbpo.com
Requirements
Minimum education level: Master ́s Degree
Years of experience: 1
Language(s): English ,Tagalog
Availability for travel: No
Availability for change of residence: No
Other Info
Work type
Full Time
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Open Access Marketing Philippines Inc
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