Description
Subject Matter Expert
Basic Qualifications:
-Completed at least 2 years of tertiary education
-BS or BA degree or equivalent working experience
-4-6 years of working experience in the BPO/Contact Center industry
-Experience working in service desk functions, inbound call queues, client-facing roles.
- Securities Operations or related functions within a Bank or Brokerage Firm
- Client Onboarding - KYC, Account Opening, Account Maintenance, Estate Operations
- Business Controls - Document Reviews, Approver Functions
- Asset Movement - Account Transfers, Cash Movement
- Special Products - Annuities, Mutual Funds, Advisory Programs, IRA
- Reporting - Tax, Cost Basis, Statement Audits, Valuation, Corporate Actions
Requirements
Minimum education level: Bachelor ́s Degree
4 years of experience
Language(s): English
Knowledge: Customer service, Finances
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
Subject Matter Expert
Basic Qualifications:
-Completed at least 2 years of tertiary education
-BS or BA degree or equivalent working experience
-4-6 years of working experience in the BPO/Contact Center industry
-Experience working in service desk functions, inbound call queues, client-facing roles.
- Securities Operations or related functions within a Bank or Brokerage Firm
- Client Onboarding - KYC, Account Opening, Account Maintenance, Estate Operations
- Business Controls - Document Reviews, Approver Functions
- Asset Movement - Account Transfers, Cash Movement
- Special Products - Annuities, Mutual Funds, Advisory Programs, IRA
- Reporting - Tax, Cost Basis, Statement Audits, Valuation, Corporate Actions
Requirements
Minimum education level: Bachelor ́s Degree
4 years of experience
Language(s): English
Knowledge: Customer service, Finances
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
Other Info
₱ 50,000.00 monthly · Taguig, National Capital Region · Now (updated)
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ASCENT PRO
About the company
ASCENT PRO jobs
Philippines


Lead Generation Representative for Davao Site | 25K Salary Package
Select VoiceCom
Davao₱25,000 per month
Position Team Lead recruited by the company ASCENT PRO at , Joboko automatically collects the salary of , finds more jobs on Team Lead or ASCENT PRO company in the links above
About the company
ASCENT PRO jobs
Philippines