Accountant/Finance Advisor

Client Services Supervisor Wealth Management and Financial Services

Taguig, National Capital Region ₱ Y Addforce Human Resources Solution Inc.

Posted today

Job Title:

• Wealth Management and Financial Services

Work Setup and location

• Onsite in Taguig
• Night Shift Schedule

Salary Package:

• 50,000.00 Basic Pay

Your future duties and responsibilities

• Leadership and Team Management – Skilled in managing and developing teams, including goal setting, performance evaluation, and fostering professional growth through coaching and cross-training.
• Coaching and Mentorship – Ability to provide regular, constructive feedback and tailored coaching to support team members\' career development and performance improvement.
• Performance Management – Experience in managing and tracking performance metrics, quality, and productivity to consistently exceed targets and optimize team output.
• Process Improvement and Change Management – Strong skills in identifying, implementing, and driving operational improvements in a collaborative manner.
• Project Management – Ability to manage projects within Client Solutions, providing support for business process initiatives and representing the team in corporate initiatives.
• Client-Focused Mindset – Dedication to creating smooth, positive client experiences and effectively resolving escalated issues with a service-oriented approach.
• Analytical and Data-Driven Decision-Making – Proficiency in capturing, analyzing, and using data to drive informed decision-making, process improvement, and strategic planning.
• Stakeholder Management and Collaboration – Strong relationship-building skills to work effectively with cross-functional teams, ensuring alignment on business objectives and service standards.
• KPI Development and Reporting – Experience in defining, tracking, and reporting KPIs that provide visibility into operational performance and support strategic initiatives.
• Recruiting and Talent Development – Ability to recruit, onboard, and develop team members to meet current and future business needs, ensuring a strong, adaptable team.

Required qualifications to be successful in this role

• Education: College Graduate (preferred) or College Undergraduate
• Minimum of 3 years in a call center environment, with a strong focus on customer service delivery
• 1–2 years of experience supporting wealth management, insurance, or financial management clients/accounts
• At least 2 years in a supervisory or team lead role, preferably in a high-volume service setting
• Excellent management and supervisory skills with the ability to lead, coach, and motivate a team effectively
• Strong verbal and written communication skills, with the ability to engage both clients and team members
• Proven coaching and mentoring capabilities to support the development of customer service representatives
• Wealth and Asset Management (WAM) experience is required

Recruitment Process: Online Process

• Phone Screening Interview and Validation
• HR Interview
• L1 Interview
• L2 Interview Client Interview
• Offer and Onboarding

Job Types: Full-time, Permanent

• Company Christmas gift
• Company events
• Free parking
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Preferred)

Experience:

• Wealth Management, Fund Servicing and Fund Accounting: 3 years (Preferred)
• wealth management, insurance, or financial management: 2 years (Preferred)
• supervisory or team lead : 2 years (Preferred)
• WAM: 2 years (Preferred)

Pasig City, National Capital Region ₱ - ₱ Y Optimum Solutions Pte Ltd

Posted today

An exciting opportunity is open for a Specialist, Financial Services based in Manila, Philippines. This role will play a key part in supporting the operations and customer support of a new Cash Loan product scheduled for launch in Q4 2025.

About the Role

The Specialist, Financial Services will:

• Operations Management: Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
• Customer Support: Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
• Stakeholder Collaboration: Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
• Continuous Improvement: Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.

Qualifications

• 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
• Experience in handling loan or credit products is an advantage
• Strong analytical, problem-solving, and communication skills
• Proficiency in CRM tools, Microsoft Office Suite, and operational systems
• Bachelor\'s degree in Business, Finance, or related field
• Familiarity with Philippine financial regulations and compliance standards
• Ability to work independently and collaboratively in a fast-paced environment

Location: Manila, Philippines

Employment Type: Backfill/Repurpose

This role offers the chance to contribute to the successful launch of an innovative financial product while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

Posted today

Responsibilities:

• Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
• Keen to details in performing the 2-way and 3-way matching of vendor invoices
• Ensures Month-end deadlines are consistently met the deadline and with accuracy
• Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
• Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

• Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
• Graduate of Bachelor of Science in Accountancy
• Proficient in MS Office
• With excellent verbal and written communication skills
• Willing to work on Philippine holidays

Posted today