Customer Service Brokerage Account Specialist

19 hours ago

Taguig, National Capital Region, Philippines Ayuda Business Management Solutions Full time

About the Role:

We are seeking a highly skilled Customer Service Brokerage Account Specialist to join our team at Ayuda Business Management Solutions. As a key member of our operations department, you will be responsible for providing exceptional support to our Financial Advisors and Client Associates in managing brokerage accounts.

Key Responsibilities:

  • Walk through the process of opening and closing transactions in brokerage accounts, ensuring smooth navigation of the system.
  • Provide critical information to branches regarding required documents for transactions, guaranteeing seamless execution.
  • Review and approve brokerage account transactions and maintenance documents submitted by branches via system service requests, upholding the highest standards of quality control.
  • Educate Financial Advisors and Client Associates on submitting service requests in Smart Station, promoting efficient communication.
  • Receive, review, and approve service requests to update brokerage account information, maintaining accuracy and precision.
  • Explain policies and procedures related to brokerage services, serving as a trusted resource for our internal customers.
  • Add or remove account restrictions for upcoming or urgent trades, demonstrating expertise in securities operations.

Essential Qualifications:

  • A minimum of 2 years of college education or a Bachelor's degree in any field, demonstrating a solid foundation in academics.
  • At least 1 year of voice support experience in an international company, showcasing adaptability and proficiency in a dynamic environment.
  • Strong communication skills, with the ability to articulate complex ideas clearly and concisely.
  • Experience in securities operations, such as trade processing, trade booking, brokerage services, derivatives, fixed income, etc., highlighting expertise in financial management.
  • Amenability to permanent night shifts that follow US holidays, demonstrating flexibility in scheduling.
  • Amenability to working onsite in Five Neo, BGC, Taguig City, showcasing willingness to adapt to changing work environments.

Benefits:

  • Competitive compensation package, reflecting the company's commitment to fair remuneration.
  • Shuttle service to and from key point areas, enhancing convenience and reducing commuting time.
  • Medical coverage plus dependent coverage from the first day of employment, prioritizing employee well-being.
  • Free parking space and provision for bike racks, promoting a healthy work-life balance.
  • Night differential pay for eligible employees, recognizing the value of flexible scheduling.
  • Retirement plan, helping employees secure their financial future.
  • Life insurance, providing peace of mind and security for loved ones.
  • Paid time off and sick leave with options to cash out or carry over unused paid time off, respecting work-life balance.
  • Merrit-based compensation or pay-for-performance, encouraging excellence and hard work.
  • Tuition fee reimbursement program, supporting ongoing education and skill development.
  • Wellness programs, fostering a culture of physical and mental well-being.
  • In-house fitness center with a personal trainer, promoting a healthy lifestyle.
  • Sleeping quarters, accommodating employees' needs during extended work hours.
  • State-of-the-art building facilities, including basketball courts, tennis courts, an Olympic-sized track, an amphitheater, karaoke rooms, and various dining options.

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