Investment Accounts Jobs in Philippines

Pre-Transition Phase Assist in migrating existing processes from MS Connections database (FRM legacy system) to EDM system ensuring smooth workflow adaptation.Support User Acceptance Testing (UAT) to validate functionalities and resolve issues proactively.Provide assessment reconciliation and valida...

This is a remote position. Perform the day-to-day reconciliation of portfolios in Praemium. Adjust out-of-balance and unconfirmed items on investment accounts and generate monthly investment reports on Praemium. Monitor moving net asset values (NAVs) of a certain company based on changes in the...

Position Description:As a Client Services Agent specializing in financial investments you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment acc...

Position Description:As a Client Services Agent specializing in financial investments you will play a key role in ensuring a seamless and positive experience for both advisors and clients. Your primary responsibility will be to provide exceptional customer support related to financial investment acc...

You will need:Masters degree or equivalent in business administration or finance or University degree and at least 5 years specialized experience relevant to the position can be considered.At least 12 years of relevant professional experience in corporate and project lending investment banking or pr...