Fund Processing Associate (Senior, Financial Account)

The Fund Processing Associate will be responsible for accurately administering a wide variety of transactional activities on-behalf of our clients. In this role, the successful candidate will be responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner.

Educational Background
• At least High School Graduate (Old Curriculum), Senior High School Graduate (K-12), or College Undergrad
• Customer Service/Contact Center Training and/or Certification is an advantage but not a requirement
• Financial literacy and understanding different financial instrument (i.e., mutual funds, stocks, bonds, etc), terminologies and terms, and transaction is a huge advantage
Career Experience
• For Junior level - At least a 1-year work experience is required, but having a background in a BPO or Contact Center industry handling a financial, banking, or wealth management account or client would be an advantage
• For Senior level - At least a 3-year work experience is required and should have a background in a BPO or Contact Center industry and 1-year experience in handling a financial, banking, or wealth management account
• For SME level - At least a 4-year work experience is required, and should have a background in BPO or Contact Center industry and 3-year experience in handling a financial, banking, or wealth management account
Work Arrangement and Schedule:
• Should be amenable to work onsite in Mckinley, Taguig (near Venice Mall), graveyard shift schedule, and PH holidays
Skills:
1. Ability to carry on basic conversation in English (verbal and written).
2. Good attention to detail.
3. Familiar with various account types used to save for financial goals.
4. Mutual Fund knowledge would be an asset.
5. Excellent communication skills, both oral and written.
6. Typing speeds greater than 65 WPM.
7. Commitment to continual learning.
8. Basic computer and internet literacy.

Insights you can act onWhile technology is at the heart of our clients’ digital transformation, we understand that people are at the heart of business success.When you join CGI, you become a trusted advisor, collaborating with colleagues and clients to bring forward actionable insights that deliver meaningful and sustainable outcomes. We call our employees “members” because they are CGI shareholders and owners, and, as owners, we enjoy working and growing together to build a company we are proud of. This has been our Dream since 1976, and it has brought us to where we are today—one of the world’s largest independent providers of IT and business consulting services.At CGI, we recognize the richness that diversity brings. We strive to create a work culture where everyone belongs, and we collaborate with clients in building more inclusive communities. As an equal opportunity employer, we empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.Ready to become part of our success story? Join CGI—where your ideas and actions make a difference.