Ayuda Business Management Solutions Inc.

Account Specialist

Philippines

$20k–$40k/month
about 2 months ago
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Summary

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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