- Lead initiatives to document and re-engineer current workflows, performing gap analysis, risk assessment, and driving the right governance model across each of the products supported in investment and middle office services
- Resolve daily business as usual (BAU) issues and effective query management of internal and external stakeholders is critical
- Perform initiation of setups and ensure that deadlines are met
- Provide the highest level of service to our internal partners and ultimately the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept
- Maintain a consistently high level of awareness around any potential issues and to resolve exceptions as soon as possible
- Partner with other regional leads across the globe to promote consistency and best practices
- 4+ years of operations experience
- Excellent Client focus and Customer care working practices
- High-level display and sense of ownership and responsibility
- Exceptional communication and interpersonal skills
- Accountable for team delivery of excellent customer service
- Exceptional understanding of financial markets and securities industry and the overall investment and middle office services offerings
- Excellent communication skills, both written and oral, including the ability to interact with all levels of organization
- Knowledge of Account opening and SSI infrastructure
- Knowledge of where systems sit in the hierarchy, inter-relationships would be very advantageous
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Account Service Associate
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Metrobank Taguig, PilipinasPosition Title: Account Service Associate · Job Summary: · Assists in meeting the bank's objective in terms of efficiency in servicing of all loan and trade transactions of IBS customers in coordination with the Operating units and in accordance with the Bank's existing policies ...
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Account Services Assistant
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Tangent Solutions, Inc. Pasig, Pilipinas Buong oras- Assist Account Coordinator for terminal related concerns received from accounts daily. - Prepares all supporting documents required for billing.- Ensures window time for resolutions/closure of service issue/s is based on agreed service levels with accounts.- Monitors and ensure ...
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Customer Service Representative/Financial Account
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Metacom Taguig, Pilipinas Permanent· • Responsible for telephone and written correspondence to customers and Field sales to pursue collections of Foodservice, Food Retail and National accounts. · • Review and submit billing documents. · • Using creativity in credit extension by use of secondary protection to inc ...
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Account Services Associate I
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FIS Global Makati City, Pilipinas OTHERPosition Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · Bachelor of Information Technology Travel Percentage : · 0%We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We ch ...
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Customer service representative Local Healthcare Account
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Neksjob Taguig, Pilipinas ContractWe are seeking a dedicated Customer Service Representative for our local healthcare account, responsible for providing excellent customer support and assistance to patients, healthcare professionals, and insurance providers.Minimum Requirements?College Graduate of Nutrition and D ...
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Customer Service Representative/Forex Account BPO
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Customer Service Representative/Healthcare Account BPO
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Client Service Account Manager – Payments Financial Institutions
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Home Lending Customer Service Account Specialist II
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JPMorgan Chase Bank, N.A. Taguig, PilipinasJob Description : · Join our dynamic Home Lending Customer Service Team as an Account Specialist II, where you will answer inbound calls and assist customers with their mortgage inquiries such as balance inquiry, processing a payment, document request, account maintenance , etc. ...
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Customer Service Representative Zoom Account
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Lexie Staffing and Business Consulting Makati, Pilipinas ContractA Call Center Representative , or Call Center Agent, takes calls from customers answering questions or addressing any concerns they may have. Their duties include handling many inbound and outbound calls to and from customers, listening to customers needs or issues and providing ...
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Financial Accounting Services Associate
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Maximum Solutions Corporation Mandaluyong, Pilipinas PermanentQUALIFICATIONS: · - Graduate of a Bachelor of Science in Accountancy or Management Accounting related courses. · - 1 year and above relevant taxation work experience is preferred. · - Has good verbal and written communication skills and strong interpersonal skills. · - Keen to de ...
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Customer Service Representative Healthcare Account
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Neksjob Alphaland Makati, Pilipinas ContractSeeking a skilled Customer Service Representative to provide exceptional support and assistance to healthcare clients, handling inquiries, resolving issues, and ensuring high levels of satisfaction and compliance with industry regulations ...
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Customer Service Representative Care Account
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Neksjob Mandaluyong, Pilipinas FreelanceWe are seeking a dedicated Customer Service Representative to manage care accounts, provide exceptional support, resolve issues, and ensure customer satisfaction through effective communication and problem-solving skills.Qualification:At least Highschool Graduate with 2 years of ...
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Customer Service Representative- Financial Account
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Customer Service Agents for a Financial account
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Customer Service Specialist- International Airline Account
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Customer Service Representative-Financial Account
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Neksjob Pasay, Pilipinas InternshipSHIPJob Descriptions:Duties/Responsibilities:Responsible for handling large amounts of customer calls. The main responsibility is to provide all the necessary answers and assistance to ensure customer satisfaction.Minimum Qualifications:At least high school graduate (old curriculum) ...
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Customer Service Advisor Travel Account
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Gratitude Philippines Pasay, Pilipinas Buong orasSalary:Min Basic Pay ₱17,000.00Mid Basic Pay ₱6,500.00Max Basic Pay ₱3,000.00Complexity AllowanceProcess Allowanceplus 2675 standard allowanceQualifications:1 year bpo experience (voice)at least 6 months experience in a travel campaignat least HS/SHS graduate ...
CIB Client Account Services - Taguig, Pilipinas - JPMorgan Chase Bank, N.A.
Paglalarawan
Job Description :
Introductory marketing language
The Reference Data job family includes roles that manage client and firm-related reference data and documentation including counterparty, instrument, pricing, onboarding documentation and tax. This may include the sourcing, mastering, distributing and managing of the quality of the bank's reference data.
Job Summary
As a Reference Data Analyst in Client Account Services, you are responsible for operational support, data management, governance, sourcing and control of reference data. This may include management of information related to third parties, legal entities, financial instruments, industry execution and clearing venues. You are responsible for design and implementation of zero-touch data pipelines including external market and vendor data feeds, as well as design and validation of digital quality control mechanisms. This may include simple to complex financial instrument classifications and sale information.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills