Senior Analyst, Account Services Operations (Transfer of Assets)

Category: Operations
Location: Makati, Manila
Job ID: 14925
Posted Date: May 15, 2020

  • Work side by side with the leadership team in both Manila and US to ensure all functions are addressed daily
  • Provide subject matter expertise to all teams with exceptions, escalations and approvals
  • Proactively communicate with customers to provide guidance and answer any specific queries
  • Work closely with contra firms in order to expedite the transfer of assets between institutions
  • Take ownership by quickly identifying and resolving potential issues that may adversely affect the customer experience
  • Demonstrate great urgency by ensuring open work items are addressed in a timely manner and do not breach their related SLA (Service Level Agreement) for delivery
  • Work closely with all Operations functions to identify process improvement opportunities and implement best practice
  • Escalate any operational, regulatory and other risks to management
  • Build strong relationships with key stakeholders across Sales, Margin, Customer Service, and Technology to create highly collaborative partnerships


Applicants must demonstrate:

  • Self-motivated and results oriented mindset
  • Superior time management capability
  • Excellent verbal and written English communication skills
  • Possess conflict management and problem-solving skills
  • Ability to navigate a large organization and develop strong working relationships
  • Understanding of Financial Service Operations and related core functions and controls
  • Exceptional influencing and presentation skills
  • Open-mindedness, ability to share information, knowledge and expertise with peers, team members and business partners.
  • Excellent computer skills and ability to utilize the Microsoft Office suite.
  • Amenability to work on Manila mid-shift schedule
  • Flexibility to work on holidays.


Minimum required education, certification and training:

  • Bachelor’s Degree or equivalent work experience in an area relevant to this position.
  • 2-Years’ experience in a customer facing role
  • Knowledge in the asset transfer process, including ACAT and non-ACAT methods a plus

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