Financial Software Support

1 day ago

Makati City, National Capital Region, Philippines OAMPI Inc. Full time ₱400,000 - ₱800,000 per year
Financial Software Support (Portfolio/Fund Management)

19/F Robinsons Summit Center, Ayala Avenue, Makati, PH

QUALIFICATIONS

As Client Support Representative, you're tasked to provide great customer experience to Advent clients by resolving technical and product functionality inquiries via phone, web, and email.

Advantageous and Preferred

  • Bachelor's degree in Accountancy, Finance, Accounting Technology, or other related courses
  • Intermediate knowledge of business finance. Prior work experience related to hedge and mutual funds

Other Qualifications

  • Must have over a year of experience working with Portfolio Management, Fund Accounting, Prime Broker, or other global back office financial accounting solutions
  • Strong customer focus and ability to manage and exceed clients' expectations for support
  • Working knowledge of MS Windows, MS Excel, system architecture and environments
  • Excellent interpersonal skills and ability to work well within a team environment
  • Superior troubleshooting and analysis/resolution skills
  • Strong analytical skills
  • Proven aptitude to learn complex technical, financial, and theoretical information in a timely manner is required

  • Excellent written and verbal English communication with a strong attention to detail are required

  • Ability to understand and convey client business requirements to senior level resources for escalation

  • Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities
  • Flexibility to support market hours. The position will be working day or mid shifts to cater APAC, Middle East, or Europe
RESPONSIBILITIES
  • Provide high level and in-depth technical support by resolving inquiries by phone, email and web, in a manner and time frame consistent with department and team service levels and goals
  • Collaborate with clients, team members, implementation consultants, and resources across our global office locations to achieve desired results
  • Own and address client needs and product issues from inception to resolution
  • Interpret and validate technical/data issues, test solutions, follow-up, and escalate when necessary
  • Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use
  • Work with the internal and external technical business partners to help identify software vs. data issues
  • Continue internal education, training and certifications to stay ahead of an evolving technical and financial industry landscape, learn new product releases, and increase your value to the company and the client base
  • Perform other tasks as required by the program and the company

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