Position Description:

The Client Care Associate will be part of our Client Services team within the Global Contact Center organization and will be responsible for supporting financial institutions and partners with our Visa Commercial Solutions and Visa Direct products. As a Client Care Associate, you will be working with external clients and banks along with internal Technical Solutions, Compliance, Treasury, Product and Technical teams regarding issue management and support for Visa Commercial Solutions and Visa Direct Products/Services.

Specific Responsibilities will include:

* Provide service to clients via phone calls and online support cases that are advanced and escalated (Level 2 support)

* Investigate and research issues, gather additional information as needed, to successfully resolve or re-route the issue. Determine which issues need escalation or routing to other internal teams

* Identify file formats and connection errors (APIs, STFP, JSON, SWIFT- PACS, MT, ISO, Etc.) to determine if sufficient information is provided for issue resolution

* Build strong customer relationships with the ability to simplify complex problems to support business and clients’ needs

* Partner across teams and departments for process improvement initiatives

* Assist/train clients to address questions that may come up regarding the funds movement

* Comfortable with global banking protocols, i.e. account numbers, IBAN, CLABE, SWIFT BIC ET. To provide clients with help regarding these types of questions. Ability to validate the client has provided right information per Visa rules to initiate wire transfers efficiently

* Perform all related duties and special projects as assigned

* Participate in all required training sessions for compliance (OFAC, AML, etc.)

* Shift scheduling will be determined upon filling positions, with 24 by 7 operating hours

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

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)

The successful incumbent will represent the first line of defense, with a focus on providing quality periodic review work on both clients and investors, supporting the Asia Pacific Team. The tasks will be completed in accordance with internal AML/CFT policies and procedures, as well as international and domestic AML/CFT regulations and guidelines. This role will be to support the Fund Administration and Corporate Services segments.

Tasks (what does the role do on a day-to-day basis)

Periodic Review

• Perform AML/KYC periodic reviews and drive remediation efforts on existing clients to ensure all gaps are closed and in accordance with applicable regulations.
• To support team members in conducting screening, review of due diligence documents including source of funds & wealth, and risk assessments within established timelines.
• To ensure KYC documents are up to date and properly recorded/refreshed.
• To provide independent recommendations to mitigate the identified risks across the existing client book where necessary, and/or be responsible for escalating the findings to the necessary stakeholders.
• To assist the wider cluster teams with managing client data and trackers to see through the completion of full client KYC lifecycles.
• To perform management reporting on key statistics and status updates in an efficient manner.
• To support wider department initiatives in terms of policy and system application.
• Be the point of contact for clients to collect due diligence documents in relation to periodic reviews and provide timely responses to the same.
• To act as a resource to the other departments and stakeholders where required.

Other

• Support the department as required within the confines of role.
• Undertake any additional reasonable duties as required the Firm.

  Key competencies for position and level

• Strong analytical skills with excellent attention to detail
• Organised and meticulous when handling large volumes of data and workstreams
• Results oriented and ability to multitask and manage high volumes of priorities in a fast-paced environment
• Resourceful with good verbal and written communication skills

•  

  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:

• Taking Ownership
• Resilience
• Positivity
• Proactivity

Responsibilities (how we will measure success)

• Support the Luxembourg-based Compliance team of the AIFM (IQ EQ Fund management (Luxembourg) S.A.) in preparing “Know Your Relationship” (KYR) files for both onboarding of new relationships but also for the periodic review (or refresh) of the KYR documentation.

Tasks (what does the role do on a day-to-day basis)[1]

KYR officer will:

• Review and analyze the necessary KYR documents received to onboard new relationships clients and to perform the periodic refresh of the KYR files (based on a risk-based approach);
• Generate and manage reports on KYR files, including creating checklists to track document statuses for each relationship;
• Support implementation and maintenance of document collection procedures, including monitoring shared folders for updates;
• Conduct checks using screening tools like WorldCheck for name screening against financial sanctions lists, PEPs, and regulatory enforcement entities;
• Perform Adverse Media controls;
• Escalate significant AML/CFT deficiencies and issues identified to the Compliance team;
• Provide support to the Compliance department for any ad-hoc requests from various stakeholders (e.g. preparation of KYR files for control purposes, screening on prospects, etc);
• Have a high level of autonomy and support other Manilla team members with their questions

Key competencies for position and level

Getting things right and doing the right thing lie at the core of our AIFM team as they make sure we’re always consistent and comply with current financial regulations. While the role is focusing on AML and Compliance, you will need to be a master organizer, enjoy variety and a methodical planner. 

You’ll need to be thorough in all you do, using your own judgment to highlight any significant finds and escalate if rules and regulations are breached.

Attention to detail is a must to have.

Every day brings a new challenge so you’ll need to be a team player at heart, pro-active and with an eye for detail, as well as great organizational skills so you can prioritize your day-to-day and meet the deadlines. Building relationships across the business is a must have to succeed and be effective in this role. 

Our team are our second line of defense and ensure that we are compliant with applicable laws, corporate and service standards, company policies and procedures. With the support of your team and using your own judgement you will need to identify any risks or concerns and report them in a timely manner.

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. 

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:

• Proficient verbal and written English, other languages are an advantage
• Eager to learn and grow
• Ability to work in team: excellent interpersonal and communication skills towards management and staff
• Be well organized, with attention to detail and autonomous
• Drive, initiative and ownership
• Flexible working hours

We’re seeking a UI/UX Designer who can seamlessly blend user research with stunning interface design. This role requires a creative individual who can understand user needs and translate them into beautiful and intuitive designs. You’ll be conducting light user research, building wireframes, and creating high-fidelity visual designs for both web and mobile platforms. You’ll collaborate with product managers, developers, and stakeholders to deliver an engaging user experience from concept to implementation.

• Interaction Design: Familiarity with interaction design principles, creating seamless user flows and interactions.
• Data-Driven Design: Basic knowledge of using analytics tools to make informed design decisions and track user engagement.
• HTML/CSS Awareness: Basic understanding of front-end technologies to ensure better communication with developers.
• What You'll Gain
• End-to-End Design Involvement: Engage in the entire design process, from user research to high-fidelity UI design.
• Creative Influence: Shape the visual direction of a platform that directly impacts global education and career opportunities.
• Design System Ownership: Be responsible for creating and evolving design systems that ensure consistency and quality across the platform.

TECHNICAL WEB PROJECT MANAGER

Job Title: Technical Web Project Manager

Job Category: Full-Time (40 hours per week)

Job Location: 100% work-from-home

Job Schedule: Mondays through Fridays, 9:00 AM - 6:00 PM Pacific Time

About Us:

At C9 Staff, we’re passionate about connecting exceptional Filipino professionals with stable, global clients who truly value long-term relationships. As a freelancer in the Philippines, we understand your need for stability. That’s why we focus exclusively on long-term clients who value enduring partnerships. This approach ensures you have consistent opportunities to work on innovative projects with dynamic teams, providing the security and growth potential you seek.

• 100% Work from Home

Data Engineer will work closely with the rest of the product team and business peers to effectively execute Data project initiatives. This person should be able to deliver in a fast-paced and deadline-driven environment. Along with development, candidate will be responsible for maintenance of the data applications and would be expected to automate the processes with no or minimal human intervention. 

Job Description

This is a mid-level professional role with progressive responsibility as experience grows. This role serves as a functional/technical specialist, working independently with minimal guidance in complex and unconventional situations. 

Responsibilities

•This role administers the business processes related to client onboarding, offboarding, reporting, and ongoing management of client and users that the GCR Team caters to.

•Manage activities, requests, and inquiries for support and information thru various case management tools which includes but is not limited to emails, chat, calls, etc.

•Manage enrollment, client set-up, and deactivation process by closely coordinating with clients, Client Success, Product, and other internal organization as needed.

•Ability to understand and troubleshoot problems and clearly identify complexity for proper and timely escalation.

•Deliver consistent high-quality work to ensure an excellent client experience.

•Perform work with a high degree of excellence and accuracy, maintaining and fulfilling service level objectives with best practice and process applied.

•Identify key process improvement and opportunities based on inquiry trends and any operational pain-points to improve service delivery.

•Collaborate with the analysts and leadership team to develop and deliver training materials for new hires and continuous learning for existing team members.

•Participate in regular team meetings to share insights, discuss challenges, and contribute to team strategies.

•Manage documentation in SharePoint, Microsoft Dynamics/OneCRM, and other data repositories.

•Build and enhance positive working relationships with internal and external stakeholders.

•Contribute to team efforts by accomplishing related tasks as needed.

•Provide global support during US/LAC/EU/AP/CEMEA business hours as needed.

•Demonstrate flexibility in schedule changes - willingness to work a flexible schedule to include weekends, possible holidays and overtime when needed. (24/7 operations, rotating and shifting schedules)

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

• Ensure accuracy of all charges and credits to the various debtor accounts and ensure that it was posted on timely
• Accountable for the accurate processing of all AR accounts
• Calculate and accurately post credit card commissions daily
• Accurately process all monthly statements, ensuring that they are mailed promptly

Responsibilities:

• Provide prompt medical care and respond to emergencies for guests and staff
• Conduct health assessments, basic treatments, and maintain accurate medical records
• Ensure compliance with health regulations and hotel policies
• Educate staff on health and safety practices and provide health-related advice to guests
• Manage first aid supplies and collaborate with local healthcare providers as needed
• Assist in developing and implementing guest wellness programs
• Handle minimal HR tasks as required

The Sr. Java Developer at Octal Philippines Inc. will be integral to our software development team, focusing on developing high-quality, innovative software solutions. The ideal candidate will possess extensive knowledge of Java programming and related technologies, and will demonstrate leadership skills to guide the team in technical discussions and project implementations. Responsibilities include designing software architecture, writing efficient code, conducting code reviews, and collaborating closely with cross-functional teams to deliver exceptional products.

• Experience of people management and the ability to lead and influence others
• Experience in formal personal development planning and individual, team and process performance management
• Proven experience in leading and managing the delivery of system/software development projects in a structured environment
• Experience in a variety of software development approaches and methodologies including Agile and Waterfall
• Experience in both architecture and implementation-level software design
• Experience in requirements capture, analysis techniques and process improvement approaches
• Strong facilitation and coaching skills
• Excellent personal organization and ability to prioritize and carry out multiple tasks
• Able to influence and drive projects to meet key milestones and overcome challenges
• Comfortable working without routine supervision
• A desire to remain technically capable and an expert in current technologies

You will be responsible for the correct localization of video game content and other associated text into from English into Filipino. You will work following product specific guidelines to ensure the maximum linguist quality and adherence to all relevant conventions. You will be working as part of a team to produce high quality translations, either translating yourself or reviewing.

As a member of the Translation Team you will report into the Project Management team and must work closely with internal and external translators. As a Translator you have no direct reports.

Duties and Key Responsibilities

• Creates or helps create glossaries and style guides following pre-defined guidelines from the client.
• Creates or helps create characterization documents
• Carries out translation work following provided guidelines and instructions, including First Party terminology.
• Carries out revision work following provided guidelines and instructions, including First Party terminology.
• All work is carried out meeting the outlined deadlines and industry standard productivity figures.
• Provides linguistic feedback for work carried out externally.
• Works as part of a larger team of translators or revisers.

1. Must have at least one to experience in translation industry - English to Filipino (video games specific experience welcome) or proven use of FILIPINO language in a professional environment.
2. Excellent knowledge of business software applications (e.g. Microsoft Office)
3. Ideally knowledge of MemoQ
4. Ideally with experience working with TMS software (Plunet/XTRF)
5. Clear and effective communication skills (verbal and written)
6. Demonstrates proactivity
7. Good organization and problem-solving skills
8. Keeps a “can do” attitude and positive thinking

Qualifications

Translation or language-related BA studies or equivalent preferred e.g Bachelor of Arts in Filipino (AB FIL)

Octal Philippines Inc. is looking for a Senior Software Engineer to join our dynamic and innovative engineering team. In this role, you will be responsible for designing, developing, and maintaining high-quality software solutions that meet our clients’ needs. You will collaborate with cross-functional teams to deliver impactful products and contribute to the overall architecture and technical direction of our projects.

• 5+ years of technical leadership experience, with a proven track record of leading successful engineering teams.
• Proficiency in Python and strong experience with Golang. Deep understanding of building and maintaining integrations.
• Stellar communication skills, both verbal and written, with the ability to articulate complex technical concepts to non-technical stakeholders.
• Experience in hiring, coaching, and mentoring engineers, with a passion for helping others grow and succeed.
• Strong proficiency in AWS, with experience designing and maintaining cloud infrastructure.
• Ability to interface effectively with cross-functional teams, fostering a collaborative and aligned engineering culture.

As an Active Directory Administrator at Octal Philippines Inc., you will play a critical role in maintaining the security and efficiency of our IT infrastructure. Your primary focus will be the management and administration of Active Directory services, ensuring seamless operation, and supporting various IT initiatives. You will be responsible for implementing best practices related to Active Directory management, troubleshooting issues, and enhancing the overall performance of the system.

• Bachelor’s degree in computer science, Information Technology, or a related field (or equivalent experience).
• At least 4 years’ experience in an organization with a large level, 24x7, mission critical operations environment supporting enterprise systems.
• Able to troubleshoot complex Active Directory problems, develop effective solutions, and work with teams to implement remedies.
• Good verbal and written communication and listening skills; computer literate, detailoriented and meticulous, accounting-related technical skills and knowledge; basic program facilitation, presentation skills, knowledgeable in software development life cycle, knowledgeable in training needs analysis, conceptualizing training plan and assessment of training programs. Ensuring maximum efficiency, effectiveness, flexibility and responsiveness to the assessment, design and implementation.
• Self-motivated, multi-task oriented, high maturity level, physically and mentally healthy, above average work ethics
• Strong communication and teamwork abilities.

Passionate about the world of tech?

What if you had a chance to be a part of the world’s leading SaaS, Software, or Hardware solutions?

Join our team as a Customer Support Consultant today and thrive in a multicultural and multilingual environment while enjoying your home office. Unlock your potential by mastering new skills and achieving challenging goals with our People First management approach.

Excited? Let’s see what it takes

Join Octal Philippines Inc. as a Full Stack Developer, where you'll play a crucial role in the development and maintenance of dynamic web applications. You will work on both the front-end and back-end of our projects, ensuring that they are efficient, scalable, and user-friendly. Your expertise in various technologies will allow you to turn complex functionalities into an intuitive user experience. Collaborating with our talented team, you will help shape the future of our web solutions.

• Proficiency in HTML5, CSS, and JavaScript.

• Experience with JavaScript frameworks such as React, Node.js, or PHP.

• Familiarity with SQL or PostgreSQL for database development.

• Strong understanding of web standards and protocols.

• Experience working in an Agile development environment.

• Excellent problem-solving and troubleshooting skills.

• Strong communication and collaboration abilities.

Supported by a comprehensive onboarding and training process, you will work as part of a team providing service and support to our customers all over Australia, as well as your colleagues (in Australia and the Philippines).

As a Sales Executive you will be responsible for:

• Generating sales via phone, sms and email while providing an excellent level of service
• Establish rapport with potential clients and identify their needs and pitch them the appropriate conveyancing service
• Manage and maintain a pipeline of leads and opportunities
• Taking accountability for issue resolution and escalating problems where needed
• Achieving individual KPI targets 
• Maintaining a strong communication performance culture amongst the team and ensuring team targets are achieved
• Demonstrating you live and breathe our values and behaviors
• Continuously looking for ways to improve the customer experience

Reports to: Credit Control Manager

The Guernsey Finance team are growing! We are looking for a new Credit Controller to join our International Finance Team base in the Philippines, specifically looking after all our Guernsey businesses.

Responsibilities:

• Maintaining accurate records / Daily update of aging report (Debtor Report)
• Weekly reconciliation of aging report
• Maintain Client Contact list
• Provide detailed SOA / Sending payment reminder according to procedure
• Following up with internal & external clients by email or phone (as necessary)
• Investigating and resolving any irregularities or enquiries (internal and external)
• Liaising with operational teams
• Effective and timely completion of other activities as directed from time to time
• Build an effective relationship with all parts of the UK&I Businesses, delivering a well-respected and efficient service for the Credit Operations process
• Assist with driving process optimization across the Credit Control Function

Discover an amazing opportunity to progress to the role of senior accountant. Explore new areas that will guide you towards enhanced professional achievements and significant influence.

Responsibilities:

• Perform daily cash and position reconciliations; investigate breaks.
• Book entries in the accounting system (enfusion)
• Monitor, book, and reconcile bank debt activity.
• Fund expense reporting and payments
• Report to the front office and management (e.g., risk reporting, margin, financing)

Monthly Responsibilities:

• NAV review. GL, PL, and position reconciliations
• Liaise with the fund administrator throughout the month-end process. Reconcile the NAV pack and investor statements

Ad-Hoc: 

• Regular client reporting
• Financial statement tie-outs: be responsible for reconciling source data against financial statements

Our current work setup is 70% (WFH) - 30% (Onsite) Hybrid Work from Home wherein you need to be in the office for 6 days a month and the rest is WFH. To qualify you must have a stable internet connection (DSL/Fiber with at least 25mbps). 

The Product Manager, Value-Added Services will support Product VAS Lead in driving the growth of our Product VAS portfolio across all Product VAS categories such as Risk and Data Solutions, Issuing and Acceptance Solutions, and Network Solutions. The position will have significant interaction with IPVMC cluster and Regional Hub Product teams and collaborate with cross-functional teams within Visa such as Sales, Risk, Finance, Consulting and Analytics, and Client Services.

Important to the role are a deep understanding of the payments landscape, a customer-obsessed mindset to understand our clients’ needs, and a strong business acumen to achieve long-term growth. Key responsibilities include but are not limited to the following:

• Drive VAS revenue and goals by working with market and regional Product teams, Sales teams, and other relevant cross-functional teams and stakeholders,
• Develop and execute VAS strategies to accelerate the growth of VAS in Philippines ,
• Support pre- and post-sales engagements including but not limited to evaluating potential opportunities, creating client pipeline, and executing against sales plans,
• Execute activities throughout the sales cycle such as sales pitch, product demos/webinars, commercial offer, contracting, optimization, and audit management,
• Support the launch of new product initiatives, product enhancements, and acceleration plans,
• Assess the feasibility of rolling out new products and solutions into the cluster, understand and provide local market requirements that will influence the global product roadmap, and develop go-to-market and commercialization plans,
• Engage with clients during & post the sales journey to pitch, negotiate commercials and showcase value from usage
• Provide regular reporting and analysis to senior management.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Discover an amazing opportunity to progress to the role of senior accountant. Explore new areas that will guide you towards enhanced professional achievements and significant influence.

Responsibilities:

• Perform daily cash and position reconciliations; investigate breaks.
• Book entries in the accounting system (enfusion)
• Monitor, book, and reconcile bank debt activity.
• Fund expense reporting and payments
• Report to the front office and management (e.g., risk reporting, margin, financing)

Monthly Responsibilities:

• NAV review. GL, PL, and position reconciliations
• Liaise with the fund administrator throughout the month-end process. Reconcile the NAV pack and investor statements

Ad-Hoc: 

• Regular client reporting
• Financial statement tie-outs: be responsible for reconciling source data against financial statements

Our current work setup is 70% (WFH) - 30% (Onsite) Hybrid Work from Home wherein you need to be in the office for 6 days a month and the rest is WFH. To qualify you must have a stable internet connection (DSL/Fiber with at least 25mbps). 

New in the accounting field and still unsure of which career path to go to?

This role will be the best opportunity for you as it will provide you the experience and exposure that you will need to thrive in the financial field. You will be with a team of highly competent and supportive individuals where your development is a priority. You will be exposed to global clients and will be taking care of the timely and accurate preparation of financial statements of cluster clients for funds and/or corporate clients you are assigned to.

Not too confident with your fund accounting and/or private equity skills? No need to worry because we highly value training and development. We will be providing you with the supplemental training that you will need to be successful in your core responsibilities alongside your supervisor’s support.

Click on the apply button and we’d be more than happy to walk you through the hiring process so we can jumpstart your accounting experience in IQ-EQ.

• Assist in the recruitment process, including scheduling interviews and coordinating with hiring managers
• Maintain employee records and update the HRIS database with accuracy and confidentiality
• Support the onboarding process for new hires and assist in organizing company events and cultural initiatives
• Help prepare HR-related reports and presentations as needed
• Assist in the administration of employee benefits, leave management, and performance management processes
• Respond to employee inquiries and provide general HR support
• Collaborate with the HR team on various projects to improve employee experience and maintain HR policies

Position Summary

The Analyst, Client Due Diligence Team, will assist in executing the client due diligence and acceptance program in line with stated AML / ATF / Sanctions policies and procedures. This includes conducting client due diligence reviews and conducting ongoing derogatory news monitoring. This role will support the Program Manager, Client Due Diligence Team, in providing AML subject matter expertise and guidance to Visa clients and businesses.

Job Responsibilities

• Execute the CDD Center program in accordance with AML Policies and Procedures.

• Perform periodic AML / ATF client due diligence reviews of existing clients and applicants in accordance with the Global AML / ATF and Sanctions Policy and in the Client Due Diligence and Acceptance Procedures. 

• Actively works with clients to identify potential AML program element gaps and remediation plans.

• Perform ongoing monitoring of Visa clients.

• Ensure close communication and information sharing with client teams.

• Participate in AML/Sanctions and Compliance team meetings.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

This role is an individual contributor with a focus on analyzing technical complaints and providing first level support to both Internal and External staff worldwide.   

The team also provides access controls designed to enroll, update, delete and audit both Internal and External profiles for various Visa portals.   

This position is at a professional level and uses a set of standard procedures to execute tasks while applying analytical skills based on the type of request. This position receives a low level of guidance and supervision. 

Responsibilities 

• Processes urgent requests for password resets and account enablement’s to minimize downtime for both Internal and External staff worldwide. 

• Provides level one triage for Visa portals and applications, which includes diagnosing issues, detecting patterns of impact, and ensuring the validity of complaints while working with other support teams on the resolution of Client inquiries/requests. 

• Assists in coordinating internal resources to accomplish Visa and Client objectives and ensure Client experience standards are met. 

• Maintains access controls responsibility for a wide variety of applications, which involves enrolling, updating, entitling and deleting both internal and external staff profiles. 

• Provide information, direction, and education to Clients regarding the various Visa Portals, products, and services, ensuring understanding of best practices regarding usage and functionality. 

• Able to shift priorities as needed and demonstrate proactive willingness to help others, to ensure customer expectations are exceeded and advocate on behalf of the Clients. 

• Manages phone hotlines, assigned emails, and web requests to protect service level targets, while leveraging a CRM tool to track daily activities 

• Identifies internal procedures, opportunities and value-added solutions that enhance Client experience and work in collaboration with management to implement. 

• Creates company-wide relationships, to support the initiative of providing prompt and efficient service for our clients and leverages these relationships to develop understanding of the tools housed in the Visa Portals and increase the efficiency in support to clients. 

• Makes decisions guided by policies and procedures. 

• Works independently and receives minimal guidance, once training is completed 

• Responsible for adhering to Visa’s Key Controls, including the protection of non-public data. 

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.