Minimum 1 – 2 yrs work experience
 

This role is most ideal for an individual who enjoys a client-facing role and project management

 
The Junior Account Manager’s responsibilities include:

• Serve as the first and primary point of contact for a portfolio of client accounts, ensuring their needs and expectations are met
• Develop strong relationship and trust with clients by providing exceptional support
• Monitor and analyze client campaign performance, including conveying regular updates, new requests and reports to them
• Coordinate with internal teams (engineering, creative, analytics) to ensure projects are executed on time and per requirements
• Be the lead person to execute overall campaign set up on the SKALE platform per the requirements
• Work alongside Senior Account Managers to ensure overall user experience is smooth
• Be the key person to follow up with clients on items required from them based on project timeline and to translate commercial requirements into briefs for internal team coordination
• Actively drive testing of platform alongside clients and senior account managers before it goes live
• Collaborate with Senior Account Managers to identify new opportunities and develop strategies to grow existing accounts

The NIQ/GFK Account Development team is focused on growing business revenue, finding new business opportunities and market penetration. Sales growth engine which is instrumental for the company’s success.  

As a Senior Manager, Account Development (Retail), you will take responsibility of the retail team. You will drive the overall retail collaboration from sales, renewals, and cooperation agreements with retailers in your scope.  

You will secure our collaboration, improve our partnerships, recruit new partners, and drive a sustainable sales pipeline, developing new revenue opportunities, and maintaining relationships for existing accounts.  

Key Responsibilities:

• Secure the retailers cooperation continuity improving the conditions of existing cooperations agreements with current retailer partners
• Ensure all data partnerships are correctly managed within the Partnership Program framework
• Ensure the Best-in-Class servicing through your own team and in collaboration with the customer services using our different platforms in priority
• Sourcing for strategic new retailers, enhancing features & inputs from existing ones (incl promo data)
• Drive sales, cooperation renewals and overall growth of existing  retailers securing sustainable and long term pipeline, revenue opportunities ensuring an accurate forecasting; maintain C-suite customer relationships
• Increase penetration of the NIQ/GFK solution portfolio and seek strategic alliances leveraging partnerships with third parties (e.g. for Pricing, Assortment, Loyalty, OSA, Business Intelligence, Newron and Collaborative programs) to create strong dependency of retailers on our capabilities and information
• Develop a strategic understanding of our retailer’s industry/business/markets/clusters
• Partner with Customer Success and other relevant  functions (Operations, Product Leadership, others) to define strategic Account Plans and JBPs and remove roadblocks
• Drive strategic action plan to tackle Voice of the Customer feedback
• Lead and inspire sales and servicing team, enhancing their skills and improving their experience
• Ensure proactive alignment of NIQ and GFK values proposition to customer’s needs and trends
• Communicate clearly , thus ensuring team activities are always focused and relevant
• Implement Global and Regional strategy and organization, be able to drive change

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role:
As an Account Services Associate, you will work directly with customers and help advance the way they pay, bank and invest. This will involve processing support for back-office tasks that help FIS maintain an excellent working relationship with every client.


What you will be doing:

• Maintaining up-to-date procedures while assisting in tracking, compiling and completing reports.

• Establishing strong relationship with onshore counterparts.

• Working closely with the team to identify process needs, reviewing work and prepare process related documentations on timely basis.

• Cash management/ maintenance for ATM Operations of local bank in the Philippines.

• Other related duties assigned as needed.

What you will need:

• Fresh graduate with a degree in Business Administration, BS Accounting and Information Technology,

• Must have a very good communication skills and is confident to directly engage with clients.

• Must be open for flexible working arrangement and schedule: on site operations in BGC.

• A basic understanding of investment, trust and fund accounting as well as financial products like bonds, mutual funds and equities.

• Experience in investment accounting.

• You must be a self-starter who takes an organized approach.

What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits.

#LI-AR3

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

About the job

Reporting to the Customer Relations Team Leader, this Associate role ensures a positive and joyful shopping experience for all IKEA visitors and customers.

Your assignment

• You ensure that customers have a memorable shopping experience in the store for a win-win situation and for repeat business;
• You handle and resolve customer difficulties, particularly in IKEA products assembly, and also exchange components parts when they are needed, to offer solutions to frequently asked questions;
• You develop strong knowledge of all items to effectively handle enquires of customers positively and quickly, and resolve any issues they raise within level of authorization;
• You will be responsible to escalate higher issues with relevant information to a manager for him to be able to deal effectively with the customers;
• You will ensure the IKEA store is a safe and secure environment at all times for visitors and colleagues;
• You understand the IKEA Concept, global solutions, tools and working methods and ensure that you use the appropriate manuals from Inter IKEA Systems to help optimise our customers’ shopping experience.

• Efficiently manage ticket quality checks.
• Effectively support the OPM with the management Quality targets.
• Highlight any potential quality issues to the OPM.
• Prepares internal and external quality reporting.
• Liaise with Team Leaders on continuous evaluation and improvement of the team’s internal and external service quality.
• Support Team Leaders with the introduction and management of quality improvement techniques.
• Provide Team Leaders with feedback regarding individual agents’ quality scores.
• Highlight any urgent quality training needs to the Team Leaders whilst supporting them in conducting an effective training needs analysis of all agents.
• Liaise with Team Leader in planning and delivery of all agreed training and coaching identified on individual PDP’s.
• Design and Implement Smart Action plan when necessary
• Work with the global quality coordinator as well as the global quality circle team
• Effectively handles complaints and submits DRSMs on time
• Provides coaching to agents regarding ticket handling

The Legal Delivery Team is the engine room of DBC Philippines. Providing scalable, quality conveyancing support and services to buyers and sellers across the retail residential market, the Legal Delivery team works across all states in Australia and includes a large team of operational specialists in the Philippines.

We are seeking for a Admin Officer to work as part of a team providing service and support to Client Services team through lead conversion, assisting Lawyers in preparation of contract review, assisting Paralegals and Australian clerks in accomplishing some clerical works from matter creation to settlement.

Duties include:

• Opening files for Client by creating matters and do basic checking of the contract and client details based on the procedure
• Manages contract review calendar booking
• Assigns matter to file handlers based on their daily capacity
• Prepares contract review for the Lawyers
• Carry out administrative duties such as partial data entry and forwarding of emails to file handlers
• Report to and update the leader of any issues encountered by the team for resolution
• Ensure tasks are verified and completed in a timely manner
• Participates in the investigation of the problem and implementation of actions 
• Ensure compliance with the procedures
• Perform other tasks assigned by Management

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role:
As an Account Services Associate, you will work directly with customers and help advance the way they pay, bank and invest. This will involve processing support for back-office tasks that help FIS maintain an excellent working relationship with every client.


What you will be doing:

• Maintaining up-to-date procedures while assisting in tracking, compiling and completing reports.

• Establishing strong relationship with onshore counterparts.

• Working closely with the team to identify process needs, reviewing work and prepare process related documentations on timely basis.

• Cash management/ maintenance for ATM Operations of local bank in the Philippines.

• Other related duties assigned as needed.

What you will need:

• Fresh graduate with a degree in Business Administration, BS Accounting and Information Technology,

• Must have a very good communication skills and is confident to directly engage with clients.

• Must be open for flexible working arrangement and schedule: on site operations in BGC.

• A basic understanding of investment, trust and fund accounting as well as financial products like bonds, mutual funds and equities.

• Experience in investment accounting.

• You must be a self-starter who takes an organized approach.

What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits.

#LI-AR3

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

• Manage and enhance the work relationship with owners, directors, and other stakeholders of our biggest restaurant partners in the country
• Negotiate for our restaurant partners’ participation to our promotions, marketing campaigns, and other commercial projects and initiatives
• Strategize with our restaurant partners  for the continuous growth of their foodpanda orders
• Educate our restaurant partners with the best practices to maximize their sales and operations in foodpanda
• Serve as the SPOC for escalations from our restaurant partners
• Ensure that our restaurant partners are able to maintain the best customer experience for their branches in foodpanda

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role:
As an Account Services Associate, you will work directly with customers and help advance the way they pay, bank and invest. This will involve processing support for back-office tasks that help FIS maintain an excellent working relationship with every client.


What you will be doing:

• Maintaining up-to-date procedures while assisting in tracking, compiling and completing reports.

• Establishing strong relationship with onshore counterparts.

• Working closely with the team to identify process needs, reviewing work and prepare process related documentations on timely basis.

• Cash management/ maintenance for ATM Operations of local bank in the Philippines.

• Other related duties assigned as needed.

What you will need:

• Fresh graduate with a degree in Business Administration, BS Accounting and Information Technology,

• Must have a very good communication skills and is confident to directly engage with clients.

• Must be open for flexible working arrangement and schedule: on site operations in BGC.

• A basic understanding of investment, trust and fund accounting as well as financial products like bonds, mutual funds and equities.

• Experience in investment accounting.

• You must be a self-starter who takes an organized approach.

What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits.

#LI-AR3

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

Email Account Coordinators work closely with SMEs within the extended Merkle Digital Messaging team to execute end-to-end digital marketing campaigns and provide quality campaign execution service to clients.

• Drive development of email and production execution, producing timely and accurate campaigns.
• Coordinate internal and external meetings, track open jobs, and drive account management efforts including maintaining responsibility for updating daily campaigns, follow up, and organizing account documentation. 
• Prioritize and manage multiple digital campaigns simultaneously.
• Successfully support activities that drive execution of clients’ marketing strategy.
• Produce error-free work, following standard operating procedures.
• Upskilling in email platform, project management platforms, and other platforms relevant to execution.
• Responsible for campaign monitoring and pulling post-launch campaign metrics

We are looking for a skilled Accounts Payable Officer to be responsible for processing all invoices received for payment and for undertaking the payment of all creditors in an accurate, efficient and timely manner.  Accounts Payable Officer is essential for ensuring accurate financial record-keeping, maintaining strong vendor relationships, optimizing cash flow, supporting financial reporting and audits, and driving operational efficiency and cost control within the organization. Their role is integral to the overall financial management and success of the organization.

Job Responsibilities:

1. Process outgoing payments in compliance with financial policies and procedures
2. Perform day to day financial transactions, including verifying, classifying, and recording accounts payable data
3. Reconcile the accounts payable ledger to ensure that all bills and payments are accounted for and properly posted.
4. Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements
5. Facilitate payment of invoices due by sending bill reminders and contacting clients
6. Generate reports detailing accounts payables status
7. Understand expense accounts and cost centers
8. Understands compliance issues around accounts payable processes (W-9, sales tax, etc.)
9. Various administrative tasks, including mailings, typing correspondence, report preparation, scanning, etc.

Record to Report (RTR) officer plays a crucial role in ensuring the financial health and reporting of the organisation. Their responsibilities typically encompass a range of tasks covering all Carousell Entities.

You will:

• Support the RTR team in doing the monthly activities including but no limited to accruals, prepayments, fixed assets and lease accounting for all the Carousell entities.

• Ensure accurate and timely recording of financial transactions specifically during finance month-end closing and related to RTR activities

• Prepare monthly account schedules and reconciliations

• Communicate financial information and updates to finance controllers across Company entities

• Address inquiries and provide clarification on financial matters related to RTR activities

What Will You Do?

We are seeking a driven, customer-centric Territory Account Manager to join our growing Sales organization and expand the Arista brand of Open Networking platforms. In this role you will utilize a consultative sales approach to cultivate client relationships  with existing  accounts in addition to the development of new white space accounts. 

Arista appeals to forward-thinking organizations that value quality and innovation. Consequently, technical acumen and a track record of selling data center solutions is highly desirable.

Job Responsibilities:

• Exceed measurable sales objectives and extend the Arista brand enterprise accounts in addition to developing new logo accounts.
• You will be responsible for utilizing a consultative selling approach with key client stakeholders to address the business needs of hybrid cloud computing and siloed legacy IT systems across the Arista product portfolio including; Software-Driven Cloud Networking solutions, EOS (Open Source Network OS), Cognitive Campus Networking, WIFI Campus networking, Cloud Vision (Network Automation & Telemetry), Monitoring Fabric solutions in addition to NDR, Endpoint and our newly released AI-driven Network Identity Access security solutions. 
• Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition.
• Work with Arista systems engineers to design and position compelling solutions that drive down the total cost of ownership.
• Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions
• Establish and manage key channel relationships in your territory.
• Formulate strategic and tactical account plans based on periodic business reviews with your prospects and customers.
• Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums.
• Collaborate with Arista peers on marketing plans and best practices.
• Keep up-to-date with technology partner solutions, competing solutions and competitor strategies.

The Team

This position will typically report to a Regional Sales Director or Country Manager. You will be part of a team that includes the best field engineers in the cloud networking industry. And, you will have the support of our industry-leading Arista TAC, proof-of-concept
resources and executive team.

Seeking two (2) suitably qualified, experienced, and reliable Environment Officer on a Fixed Term employment to provide active assistance during the tree cutting process, hauling, and piling of logs, transportation, and preparation of terminal report, achieving STCEP targets of Didipio Mine and other related compliance of STCEP such as monitoring and validation of tree replacement activities. The role will report to the Environment Supervisor.

Key tasks and responsibilities:

• Monitor tree cutting and log scaling activities
• Assist in securing log transport permits and deliveries, preparing and finalizing progress and terminal reports for STCEP and other related regulatory reports and conduct pre-cutting activities related to ex-situ and in-situ conservation
• Monitor STCEP tree replacement compliance
• Provide active and direct inputs in impact assessments to identify, assess and reduce the organization’s environmental risks and impacts and recommends corrective actions related to environmental monitoring, assessment, research, and studies
• Provide active assistance in ensuring compliance with local environmental regulatory rules and regulations and OGC standards and requirements related to STCEP and its compliance
• Ensuring good relationships with regulators such as DENR, MGB, EMB, and FMB, among others
• Provide active and direct inputs in ensuring the timely preparation and submission of the project comprehensive Environmental Protection and Enhancement Program (EPEP) and Final Mine Rehabilitation and/or Decommissioning Plan (FMRDP) to MGB related to environmental monitoring, assessment, research, and studies, and environmental laboratory operation programs

The Account Manager will serve as the primary point of contact for our clients, managing relationships and overseeing the successful execution of digital marketing campaigns. This role requires a blend of strategic thinking, project management skills, and a deep understanding of digital marketing channels.

Responsibilities:

• Client Relationship Management: Build and maintain strong, long-established client relationships. Understand client needs and objectives, and communicate them effectively to internal teams.
• Account Planning: Develop strategies to achieve sales and growth targets. Identify opportunities for upselling or cross-selling additional products/services.
• Communication: Serve as the primary contact for clients, addressing inquiries and resolving issues in a timely manner. Communicate effectively with internal teams to ensure client expectations are met.
• Project Management: Coordinate with internal teams to deliver projects on time and within budget. Monitor project progress and ensure client satisfaction throughout the process.
• Sales Support: Collaborate with the sales team to identify and pursue new business opportunities. Prepare proposals, presentations, and contracts for clients.
• Reporting and Analysis: Provide regular reports to clients on project status, performance, and key metrics. Analyze data to identify trends and areas for improvement.

Qualifications:

• Bachelor's degree in Business, Marketing, or a related field.
• 2-4 years of experience in digital marketing, with a focus on account management
• Proven experience as an Account Manager or in a similar client-facing role.
• Strong understanding of digital marketing channels, tools, and technologies
• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Excellent project management and organizational skills.
• Familiarity with CRM software and other relevant tools.

Skills:

• Relationship-building
• Knowledge of digital marketing
• Understanding client KPIs and being able to communicate this to the team and meet client expectations
• Communication
• Problem-solving
• Project management
• Sales and negotiation
• Analytical skills
• Time management

We are seeking a dynamic and experienced individual to join our team as a HubSpot Account Manager. As the primary point of contact for our key clients utilizing HubSpot, you will play a crucial role in managing and nurturing these relationships. This position requires a deep understanding of HubSpot's functionalities, excellent communication skills, and a strategic mindset to drive client success and satisfaction.

Job Responsibilities

• Build and maintain strong relationships with key clients utilizing HubSpot.
• Understand clients' business goals, challenges, and objectives to align HubSpot solutions accordingly.
• Act as the main point of contact for all communication between the company and the key clients.
• Demonstrate in-depth knowledge of HubSpot's features, tools, and capabilities.
• Provide guidance to clients on maximizing the value of HubSpot for their specific needs.
• Stay updated on the latest HubSpot updates and industry best practices.
• Develop and implement strategic account plans to ensure client retention and growth.
• Identify upsell and cross-sell opportunities within existing client accounts.
• Collaborate with the sales team to drive new business from existing clients.
• Offer ongoing support to address any issues, questions, or concerns raised by clients.
• Work closely with the customer support team to resolve technical challenges promptly.
• Monitor and analyze clients' usage and performance metrics within HubSpot.
• Provide regular reports and insights to clients on the impact of HubSpot on their business.
• Proactively identify areas for improvement and optimization.

Experience & Skills Requirement

• Bachelor's degree in Business, Marketing, or a related field.
• Proven experience as an Account Manager or similar client-facing role.
• Demonstrated expertise in working with HubSpot or similar CRM/marketing automation platforms.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to collaborate effectively with cross-functional teams.

Your Career

As we continue to grow as an organization, we are hiring premier Named Account sales professionals to run and drive sales engagements into Strategic Enterprise accounts in the Philippines. You will be expected to exceed sales quota by creating and implementing strategic account plans targeting Enterprise wide deployments of the Palo Alto Networks Next Generation Security Platform. Partnering with a systems engineer, you will displace competing technologies and build market share within your targeted list of major accounts.

You are motivated by a hunger to solve critically difficult challenges that face our clients. You develop trusted relationships at a high executive level, focusing on the strategic nature of the partnership. This means that you have a concrete understanding of our product suites, and are able to help identify areas that can be resolved by our solutions. Your credibility will guide customers in their search to transition to a more secure online environment. You feel empowered by our product offerings - and love a technical challenge. 

Your Impact

• Acquire, lead, and develop major Enterprise accounts in Philippines
• Strong account management skills to identify cross-selling and up-selling opportunities within targeted major accounts
• Conduct effective presentations to C—level sales planning, leading to accurate forecasting of the business
• Establish relationships with and sell through channel partners
• Demonstrate knowledge of cybersecurity industry, products, and competitor offerings 
• Rolodex of mid to senior level connects in the named accounts

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced US Onboarding Specialist to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Roles and Responsibilities:

• Onboard aides in using client app tool
• Make outgoing calls to aides to follow up on their click in for the day   
• Handle both inbound and outbound calls         
• Responds to SMS, communicates to aides via text

• At least 6 months BPO experience in a voice account
• Experience in recruitment/onboarding is a PLUS
• Excellent verbal and written English skills
• Attention to details is required
• Willing to work onsite in Buendia, Makati
• Amenable working night shift

What can we offer you?

• Competitive salary and benefits
• Health Insurance with free dependents*
• 10%-night differential
• Attendance Bonus
• Paid time off
• Convertible to cash leave credits
• Performance Appraisal
• Work-life balance
• A focus on growing your career path with us
• We encourage you to follow your passions and learn new skills

Our commitment to you

• Strong culture and values-driven leadership
• We create opportunities for you to learn and grow at any stage of your career
• Continuous learning and innovation
• We foster an all inclusive environment where everyone thrives

The Legal Delivery Team is the engine room of DBC Philippines. Providing scalable, quality conveyancing support and services to buyers and sellers across the retail residential market, the Legal Delivery team works across all states in Australia and includes a large team of operational specialists in the Philippines.

Working as part of a team providing service and support to customers who are buying or selling a residential property in Australia by answering their queries, preparing the required documents and completing the generation of the contract draft you will be responsible for:

• Acting as the key customer contact for either the buyer or seller, providing guidance, updates and directions proactively and responsively
• Data entry and drafting the contract according to our standard procedure
• Reviewing, collating and preparing legal documentation with a high attention to detail within fixed external deadlines
• Partnering with Lawyers and other support teams in Australia to escalate complex queries and for final review of customers documentation
• Coordinating with external stakeholders such as banks, local councils or the other parties conveyancer
• Calculating fees, taxes and other financial assessments relevant to property settlement for review

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Outbound CSR to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Responsibilities:

• Collaborate with project managers to develop detailed project plans, outlining tasks, timelines, and resource requirements.
• Providing accurate price estimate based on different factors

• Assist in defining project scope, goals, and deliverables
• Work with stakeholders to identify project requirements and constraints

• at least 6 months BPO Experience
• Experience in project management is a PLUS

• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and collaboratively in a team environment.
• Amenable working night shift
• Can work onsite in SHAW, MANDALUYONG

What can we offer you?

• Competitive salary and benefits
• Health Insurance with free dependents*
• 10%-night differential
• Attendance Bonus
• Paid time off
• Convertible to cash leave credits
• Performance Appraisal
• Work-life balance
• A focus on growing your career path with us
• We encourage you to follow your passions and learn new skills

Our commitment to you

• Strong culture and values-driven leadership
• We create opportunities for you to learn and grow at any stage of your career
• Continuous learning and innovation
• We foster an all inclusive environment where everyone thrives

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Healthcare Customer Service Representative to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Account Specific Roles and Responsibilities:

• Processing and following up medical claims, identifying denial reasons for medical procedures, treatments, medication, etc 
• Providing accurate information to clients regarding the coverage of their benefits. 
• Coordinating with insurance providers regarding issues in payments and billing 

• At least 1 year BPO experience in a Healthcare Account
• Experience in handling insurance claims
• Good verbal and written English communication skills
• Able to type on an average of 40 words per minute
• Willing to work onsite in SHAW, MANDALUYONG
• Amenable working night shift

What can we offer you?

• Competitive salary and benefits
• Health Insurance with free dependents*
• 10%-night differential
• Attendance Bonus
• Paid time off
• Convertible to cash leave credits
• Performance Appraisal
• Work-life balance
• A focus on growing your career path with us
• We encourage you to follow your passions and learn new skills

Our commitment to you

• Strong culture and values-driven leadership
• We create opportunities for you to learn and grow at any stage of your career
• Continuous learning and innovation
• We foster an all inclusive environment where everyone thrives

To work within the Depositary team, assisting in carrying out asset verification, cash monitoring and compliance oversight for investment funds investing in private equity, real estate, infrastructure, renewable energy, and other asset classes.

Day-to-day direct responsibility for assisting the oversight and management of a portfolio of Depositary clients whilst providing supervision and support to Depositary Associates, including, but not limited to, asset verification (primarily ensuring that each Client Fund or Fund entity has supplied sufficient information to prove good legal title over the assets it owns), cash monitoring (primarily ensuring all cash transactions are consistent with the Funds operations, and cash balances are reconciled) and compliance oversight (primarily ensuring the Client is complying with all relevant aspects of the AIFMD), understanding the AIFMD legislation.  

Tasks 

Ensuring, by direct undertaking and by review of Depositary Associates’ work:

• Assisting the Depositary team in ensuring each Client Fund or Fund entity have supplied sufficient documentary evidence to prove effective legal title over the assets they claim to own;
• You understand risk factors across each asset class and/or the location of assets;
• You understand the legal frameworks under which assets are held;
• Assisting the Depositary team in ensuring each Client Fund or Fund entity cash flows are in consistent with its operations and cash balances reconciled
• Assisting the Depositary team in ensuring ongoing Client compliance with the AIFMD
• Taking responsibility for the duties delegated to you and to ensure that any concerns or potential risks are mitigated and where appropriate escalated to the Depositary Manager;
• Taking the initiative and to suggest new procedures to efficiently and effectively assist the team going forward;

You will build strong customer relationships with existing and new clients, gaining insight into their needs and delivering customer-centric solutions.  

Drawing on your existing experience you will be responsible for the AML/KYC preparation, analysis and set-up of the investors’ files eg. Individual, Company, Trust, Foundation, Regulated entity.

Following our policies and procedures is a must; meeting our regulatory obligations is essential but there will be times when you need to use your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

Balancing your day with different priorities and working closely with your colleagues to on-board our new clients is essential. Uou will follow-up of the KYC files with the relevant parties when needed such as Auditor, AIFM, Depositary, Compliance, Management. You will do AML screening, filing and scanning of the KYC documentation as well as receive, investigate and answer emails/ queries from internal and external parties in a timely manner.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

Responsibilities (how we will measure success)

• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Responsible of a portfolio of investors for AML/KYC onboarding process
• Making sure every file is duly monitored and that appropriate actions are taken for incomplete KYC file, including, but not limited to reminders, phone calls and organisation of meetings
• Prepare relevant checklist in line with the investor profile and update database
• Keep your portfolio updated and provide regular feedback to your Line Manager
• Participation to client meetings.

Tasks (role on a day-to-day basis)

• Analysis of the KYC files with the screening and updating database
• AML/KYC preparation, analysis, set-up of the investors’ file and identification of main issues
• Answer emails/queries from internal and external parties in a timely manner
• Assess the level of risk inherent to each investor to determine a risk-based approach in line with IQ-EQ internal policy
• Effective and efficient communication of AML and regulatory information
• Organise meeting with different stakeholders (Clients, Client Directors, Compliance) and support other departments
• Be the point of contact and provide support to Transfer Agent Team and Fund department in general
• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Review KYC on investors during periodic review
• Identify the main risks in relation with the monitoring of existing clients. Escalate the risks to the Line Manager and Compliance
• Escalation process to Group Risk & Compliance (PEP, HIGH…)
• Provide support to the Business during preparation of escalation process to group Risk & Compliance (PEP, REP requests)
• Preparation of Key Risk Indicators
• Answering to regulatory requests including the completion of the annual AML questionnaire
• Participation to the various Audit missions and to provide supporting documents for internal and external AML audits
• Attendance to Board meeting when and if required
• Providing advice to the Management and to the staff on AML/legal related matters
• Training of new joiners and advanced training such as new regulations, AML, new process etc
• Perform name screening and file review as 2nd line of defence and supervise the reviews done by Officer and Junior team members
• Participate to the internal Meeting to share experiences and information/projects within the department
• Setting up action plan if situation remains blocked despite several reminders for incomplete investor files and regular follow-up with the team members on their project status
• Supervise tasks performed by other officers which are related to Funds Clients and share experiences and knowledge within the department
• Maintain an appropriate AML Program (including documented policies and procedures)
• Regulatory watch related to AML matters and fund industry
• Emphasize and strengthen the 1st line of defence culture within IQ-EQ during day to day activities
• Taking part of a good governance model for IQ-EQ

Key competencies for position and level (see Group Competency model)

• Interpersonal savvy
• Action orientation
• Plans and aligns
• Demonstrates self-awareness

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Attention to detail
• Taking ownership
• Approachability
• Organisation
• Team player
• Solution-oriented
• Quality assurer
• Multi-task
• Good communication