tenured agents with bank or Brokerage account experienceASCENT PRO
Salary: Agreement
Work form: Full time
Posting Date: 29/01/2026
Deadline: 20/11/2021
Description
QUALIFICATIONS
• Completed at least 2 years of tertiary education
• 4-6 years of working experience in the BPO/Contact Center industry - service desk functions, inbound call queues, client-facing roles.
• Experience as Subject Matter Expert is an advantage.
• Preferred background in any of the following areas of 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
• FINRA Licenses is preferred but is not required
Requirements
Minimum education level: Vocational
Years of experience: 4
Language(s): English
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
QUALIFICATIONS
• Completed at least 2 years of tertiary education
• 4-6 years of working experience in the BPO/Contact Center industry - service desk functions, inbound call queues, client-facing roles.
• Experience as Subject Matter Expert is an advantage.
• Preferred background in any of the following areas of 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
• FINRA Licenses is preferred but is not required
Requirements
Minimum education level: Vocational
Years of experience: 4
Language(s): English
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
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About the company
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