VOICE SUPPORT (Inbound)
Walkthrough the Financial Advisors and Client Associates (internal customers) in opening/closing and other transactions in a brokerage account in the system.
Provides information to branch on the required documents to transactions in the brokerage account.
Reviews and approves brokerage account transactions and maintenance documents submitted by the branch through system service requests.
Educate the Financial advisors and Client associates on how to submit service request in Smart Station.
Receives, reviews and approves service requests to update brokerage account information.
Explains policies and procedures related to brokerage services.
Add/remove account restrictions for upcoming or urgent trades.
VOICE SUPPORT (Outbound)
Initiates outbound calls to branch (internal customers) if further research or escalation is required to help branch Wells Fargo Advisors team members, financial advisors and client associates.
Essential Qualifications
Completed at least 2nd year in college and/or Bachelor’s degree in any field
At least 2 years of voice support experience in a financial industry
Strong communication skills
Experience in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc.
Amenable to permanent night shift that follow US holidays
Amenable to work onsite in Five Neo, BGC, Taguig City
Benefits
Competitive Compensation (Global In-House Company/ Global Capability Center)
Shuttle service to and from key point areas
Medical coverage plus free dependent on first day of employment
Free parking space and provision for bike racks
Night differential pay for those who are eligible
Retirement Plan
Life insurance
Paid time-off and sick leave with option to cash-out or carry over unused paid time-off
Merit-based compensation or Pay-for-performance
Tuition Fee Reimbursement Program
Wellness Programs
In-house fitness center with personal trainer
Sleeping quarters
Free parking space and provision for bike racks
State-of-the art-building facilities – Basketball and Tennis courts, Olympic sized track, amphitheater, karaoke rooms, onsite food options like Seattle’s Best, Barrio Fiesta, Fruitas, Potato Corner, Hen Lin and more
Job Type: Full-time
Pay: Php20,000.00 - Php40,000.00 per month
Benefits:
Company Christmas gift
Company events
Health insurance
Opportunities for promotion
Pay raise
Promotion to permanent employee
Schedule:
8 hour shift
Supplemental Pay:
13th month salary
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