Operations Analyst

2 weeks ago

Pasig, National Capital Region, Philippines Fpsinc Full time
Overview

Full Potential Solutions (FPS) is a performance-based analytically driven omnichannel solutions organization with operations in Kansas City, MO, Chennai, India, Bogota, Colombia, and Manila, Philippines that puts culture and employees first. We are a rapidly growing global company, employing the best people, processes and proprietary technology to deliver groundbreaking solutions for our clients and fulfilling careers for our employees.

We invest in our people and put culture first because we believe that happy, fulfilled teams deliver breakthrough results. FPS offers a competitive suite of benefits for our employees, including a lucrative compensation program, medical, dental and vision benefits, and the opportunity for high potential career growth with a fast-growing company.

Our Core Values:

  • Integrity - Do what's right for everyone: clients, shareholders, partners & colleagues, TEAM is more important than self, and create an atmosphere of mutual respect
  • Excellence - Deliver exceptional client results, Reward and recognize performance, and Relentless pursuit of improvement
  • Accountability - Act like an owner, take pride in our work, Measure results (your own and our clients), Be passionate
  • Grace - Respect and appreciate differences, Care for one another, Humility, Make work personal

Our Mission: To create conditions within which people can thrive

The Operations Analyst | Wealth Management will report to our client's head of service and trading. The role's focus is working with Fidelity to resolve issues in the account opening and asset transfer processes, to help handle complex client requests, or to get guidance on how best to accomplish complex or non-standard tasks. There will also be work related to supporting the firm's trading, compliance, client service, and audit processes.

Responsibilities
  • Client Onboarding:
    • Assist in the onboarding process for new clients, ensuring all necessary documentation is completed accurately and in compliance with regulatory requirements.
    • Coordinate with different departments to set up client accounts and ensure a seamless transition.
  • Account Maintenance:
    • Process account transactions, including deposits, withdrawals, and transfers.
    • Monitor account activities and ensure compliance with internal policies and regulatory guidelines.
    • Handle client inquiries related to account maintenance.
  • Operational Support:
    • Collaborate with the portfolio management and financial planning teams to provide operational support as needed.
    • Execute and reconcile trades in coordination with portfolio managers.
    • Manage and update client records in the firm's systems.
  • Reporting:
    • Generate and distribute periodic reports for clients, summarizing account performance and other relevant information.
    • Prepare internal reports for management to monitor key operational metrics.
  • Compliance:
    • Stay informed about industry regulations and ensure all operational processes adhere to compliance standards.
    • Assist in audits and regulatory examinations by providing requested documentation and information.
  • Technology and Systems:
    • Utilize and maintain various software systems used for account management, reporting, and client communication.
    • Troubleshoot any operational issues related to technology platforms.
  • Team Collaboration:
    • Work closely with other team members, including financial advisors, portfolio managers, and client service representatives, to address client needs and enhance overall service quality.
Qualifications
  • Bachelor's degree in business, finance or any related courses.
  • At least 2 years of experience in wealth or asset management or any equivalent role.
  • Experience in using Wealthscape, Fidelity's custody platform for registered investment advisors is required.
  • Previous experience in financial services, wealth management, or a similar role is preferred.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Excellent organizational and multitasking skills.
  • Detail-oriented with a high level of accuracy in data entry and record-keeping.
  • Effective communication skills, both written and verbal.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Amenable to work from 8:30AM to 5:30PM US Eastern Time Zone.

#J-18808-Ljbffr

  • Operations Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Smart Communications, Inc. Full time

    Graduate of any 4-year Computer/IT related-course.QualificationsBasic Knowledge of computer systems commands as well as network protocols and its differences.Familiarity with computer system interfaces/environment scenario.Exposure in computer system hardware and its peripherals.Know-how to navigate tools for monitoring server/storage/applications status and...

  • Senior IT Operations Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Anthesis Inc. Full time

    Networks & Systems Administration (Information & Communication Technology) Anthesis' infrastructure is global, it is cloud-only and heavily Microsoft-focused (365 & AAD). Anthesis is expanding rapidly and IT support for more regions is being brought in-house.KEY RESPONSIBILITIESRespond to and resolve complex ServiceDesk tickets requiring excellent...

  • Security Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Security Bank & Trust Co. Full time

    We are actively seeking a seasoned Senior SOC Analyst to step into a role within our Security Operations Centre (SOC) team. In this dynamic position, you will not only serve as an advanced analyst but also act as a primary escalation point for Level 1 analysts, ensuring swift and effective response to security incidents. You will work on a shift basis,...

  • Client Operations Analyst

    1 month ago

    Pasig, National Capital Region, Philippines Insight Enterprises, Inc. Full time

    Requisition Number: 96704 BASIC FUNCTIONPosition OverviewThe Client Operations Analyst is responsible for developing effective and efficient business processes and identifying automation opportunities within Client Operations. Incumbents provide analysis and reporting on departmental/group financials, revenue, expense, productivity, and other strategic...

  • Client Operations Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Insight Enterprises, Inc. Full time

    Requisition Number: 96704 BASIC FUNCTIONPosition OverviewThe Client Operations Analyst is responsible for developing effective and efficient business processes and identifying automation opportunities within Client Operations. Incumbents provide analysis and reporting on departmental/group financials, revenue, expense, productivity, and other strategic...

  • Client Operations Analyst

    4 weeks ago

    Pasig, National Capital Region, Philippines Insight Enterprises, Inc. Full time

    Requisition Number: 96704 BASIC FUNCTIONPosition OverviewThe Client Operations Analyst is responsible for developing effective and efficient business processes and identifying automation opportunities within Client Operations. Incumbents provide analysis and reporting on departmental/group financials, revenue, expense, productivity, and other strategic...

  • Information Security Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Ninja Van PH Full time

    Information Security Analyst - Pasig, Pilipinas - Headstart SpecialistBS DegreeAt least 1 year experience in Risk management and auditing, good understanding of Risk Assessment Frameworks, experience with standards such as ISO 270001/2.ISO 22301, PCI-DSS and Data Privacy Laws PaglalarawanBS DegreeAt least 1 year experience in Risk management and auditing,...

  • Accounts Payable Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines i21recruitment Full time

    Accounts Payable Analyst (Mandarin/Cantonese Speaking)Location: Mandaluyong City (hybrid)Job Type: Permanent, Full-TimeSchedule: Monday to Friday, 9:00am – 6:00pmSalary: Up to Php 120,000, dependent on years of relevant experienceA Global Engineering Consultancy Firm currently establishing their Shared Services Operations in the Philippines is looking for...

  • Accounts Payable Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines i21recruitment Full time

    Accounts Payable Analyst (Mandarin/Cantonese Speaking)Location: Mandaluyong City (hybrid)Job Type: Permanent, Full-TimeSchedule: Monday to Friday, 9:00am – 6:00pmSalary: Up to Php 120,000, dependent on years of relevant experienceA reputable Global Engineering Consultancy Firm is establishing their Shared Services Operations in the Philippines and is in...

  • Operations Specialist

    2 weeks ago

    Pasig, National Capital Region, Philippines Optimum Source Inc. Full time

    Operations Specialist (US Mortgage loan, open to fresh grads)Ensure the accuracy and completeness of loan applications, prepare loan files for underwriting, and communicate with borrowers and loan officers throughout the loan approval process. Must be detail-oriented, have strong analytical skills, and enjoy working with peopleRequirementsBachelor's degree...

  • AS400 Programmer Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Canon Full time

    Developers/Programmers (Information & Communication Technology) The AS400 Programmer Analyst will work on a team with responsibilities for enterprise-wide applications on the IBM AS400 (System i). Support of existing systems as well as new development. The incumbent will be responsible for developing and maintaining various applications in a fast paced user...

  • Data Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Datamatics Careers- Philippines Full time

    About the RoleTillster is seeking a Data Analyst to help transform data from our services and existing reports and Tableau dashboards into consumable data Explores and Dashboards in our platform. You will play a crucial role in enabling Data Democratization inside Tillster and with our customers -- owning the implementation, improvement, and maintenance of...

  • Senior Reporting Operations Data Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Fpsinc Full time

    OverviewFull Potential Solutions (FPS) is a performance-based analytically driven omnichannel solutions organization with operations in Kansas City, MO, Chennai, India, Bogota, Colombia, and Manila, Philippines that puts culture and employees first. We are a rapidly growing global company, employing the best people, processes and proprietary technology to...

  • Sr. Data Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines VCC Link Full time

    The Senior Data Analyst will help improve business processes and operations within the Digital Organization by working with multiple departmentsSalary Range:Up to Php85,000Shift: Night shift (11 PM - 9 AM MNL)Work Set-up: Hybrid (50% WFH, 50% Onsite)Work Type:Individual Contributor Site Locations: Ortigas, CubaoQualifications:Bachelor's degreeAt least 3...

  • Reports Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Ninja Van PH Full time

    PaglalarawanBachelor's College Degree1 year Exp in Reports Analytics in BPOAdvanced proficiency in Power BI or other interactive data visualization software is a plus QUALIFICATIONS: · - College Degree · - 1 year Exp in Reports Analytics in BPO · - Advanced proficiency in Power BI or other interactive data visualization software is a plus ...REQUIREMENTS...

  • Infrastructure and Operations Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines TASQ Staffing Solutions Full time

    Specific Responsibilities:Provide IT Operational Support to the Business and monitoring the Infrastructure and Services1. Monitor client systems through various tools2. Communicate by email, phone, and messaging solutions3. Manage support request cases/tickets through various ITSM solutions4. Administer systems, servers and networks5. Document processes to...

  • Infrastructure and Operations Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines TASQ Staffing Solutions Full time

    Specific Responsibilities:Provide IT Operational Support to the Business and monitoring the Infrastructure and Services1. Monitor client systems through various tools2. Communicate by email, phone, and messaging solutions3. Manage support request cases/tickets through various ITSM solutions4. Administer systems, servers and networks5. Document processes to...

  • Security and Compliance Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Datamatics Careers- Philippines Full time

    Summary PSI is seeking an experienced and driven Security and Compliance Security Analyst who will be responsible for supporting PSIs mission to ensure the secure delivery of our clients content across our global testing center network. The Security and Compliance Security Analyst plays a key role in achieving our goal of delivering a world-class security...

  • SOC Analyst L1

    2 weeks ago

    Pasig, National Capital Region, Philippines Mirus Wales Full time

    We are seeking an L1 SOC Analyst to join our Security Operations Centre (SOC) team. The SOC Analyst will work on a shift basis and will be responsible for monitoring, analysing, and responding to security alerts and incidents to ensure the protection of our customers and company's assets, systems, and data.The ideal candidate will have a strong interest in...

  • Data Analyst

    2 weeks ago

    Pasig, National Capital Region, Philippines Stealth Monitoring Full time

    Data Analyst at Stealth Monitoring | Prosple Philippines Search Jobs Search Employers Advice Top 100 Employers Forum Sign in Post job Home Employers Stealth Monitoring Opportunities Stealth Monitoring1, ,000 employeesOverview ApplyJobs & Opportunities 7 ExploreVideos 1 Events Data Analyst Pasig & Iloilo Stealth Monitoring is looking for talented...