Total 2 financial consultant job vacancies in manila philippines

The Consultant Engagement Representative is responsible for providing an exceptional experience through best-in-class service! You will manage the Consultant/Contractor experience throughout the assignment life-cycle and proactively manage communication-related to essential job functions. Additionally, you will ensure our consultants receive superior support for all job-related questions, concerns, or issues.

The Consultant Engagement Representative will work with all appropriate Allegis Operating Company (OpCo) support teams to address Consultant/Contractor questions and requests. 

Your duties may include, but are not limited to:

• Introduce the Communities and Mobile App WIIFM to consultant – activate profile while on call
• Introduce Consultant/Contractor Care Survey NPS Program
  • Use a script for Onboarding, Check-in, and Offboarding Surveys
• Discuss open End Date Review, Job Inquiry, Refer a Friend Cases from Communities Site & Mobile App
• Partner with the Talent Experience Team to drive service in supporting accounts.
• Weekly call with the Talent Experience Team in the US to stay on top of cases, consultant issues, etc.
  • Reinforce what is working well, address what is not
• Engage in monthly Service Touchpoints with the consultants
  • Use STP scripts
• Directing Consultants/Contractors to Communities within Connected when receiving referrals
• Communicate with peers by sharing “best practices” and providing accurate, thorough documentation on consultants in applicant tracking systems or other documentation tools (i.e Connected)
• Subject matter expert in the Talent Experience Program
• Utilizing Connected real-time to document all Consultant/Contractor communication

This job posting is for talent pooling purposes only to support our 2025 hiring needs. While there are no immediate vacancies for this role, candidates meeting the qualifications will be contacted when hiring begins.

About ITRS

Recognised as a Great Place to Work, ITRS is an Enterprise SaaS provider with industry-leading solutions. Our prestigious customer base includes 90% of the world's top investment banks. We are backed by leading private equity investors and are rapidly growing.

Our headquarters are in Shoreditch - London's tech hub – with offices in other UK and global locations from the Netherlands to Manila, NYC and Florida. We pride ourselves on a diverse, friendly, dynamic culture - with a focus on internal promotion and developing our people.

Scope of Role

Join our global Managed Services team to ensure ITRS products remain operational, up-to-date, and optimized for our clients in the financial services sector. As a Managed Services Consultant, you’ll be reporting to the Head of APAC Managed Services and help our clients achieve higher monitoring while working with team members from New York, London, Singapore, and Manila.

As a Managed Services Consultant, you will:

• Resolve client Incidents by investigating and resolving issues with ITRS products in our client environment.
• Respond to client configuration requests by gathering requirements, and helping the client configure ITRS products within Service level agreement.
• Resolve client queries, analyze and investigate complex requests, and perform root cause analysis investigations.
• Implement client change requests to deliver setup changes to meet client requirements.
• Manage projects to enhance the client’s environment to help them get the best out of their ITRS products. You will also work on continuous improvement projects for enhancing Managed Services.
• Document and share information by creating/updating the knowledge base to provide accurate troubleshooting for the Managed Services team.
• Create a training environment for ITRS MS consultants.
• Deliver ITRS Product training to external and internal stakeholders.
• Provide ideas and suggestions to improve on the service and delivery of Managed Services for our clients and the effectiveness of services, software and solutions delivered by ITRS as a whole.

• Financial Institution Background: Minimum 6 years of experience in a client-facing role within a financial institution or vendor.
• Linux Expertise: Experience with modern operating systems (Linux, Solaris, Windows server, 7, or 10, IBM iSeries).
• Scripting Proficiency: Detailed knowledge of at least one scripting language, such as Bash, Python, or PowerShell.
• Experience in IT Monitoring Tools: Proficiency in setup, configuration, and maintenance of monitoring software.
• Experience managing client expectations and resolving issues.
• Experience delivering continuous improvement projects.
• Proficiency in English, with the ability to explain complex technical solutions to clients.
• Familiarity with business analysis processes and project management methodologies.
• Experience with databases (e.g., Oracle, SQL) and IT Service Management tools (e.g., ServiceNow, Remedy).
• Knowledge of deployment tools like Chef, Ansible, or Jenkins.
• Working knowledge of financial applications such as Market Data or FIX protocols.

Work Setup:

• Hybrid Work Arrangement: Willingness to report to our Makati office once a week.
• Schedule: 24/7 shifting schedule, including occasional night shifts.

• 13th Month Bonus
• Health Insurance for you and your dependants
• Supplemental Medical Claim
• Employee Assistance Programme
• Retirement Plan
• Flexible Hybrid Working
• Enhanced Parental Leave
• Life Assurance
• Subsidies and Allowances
• Referral Bonus
• Buy and Sell Holiday
• Training Reimbursement

ITRS is an Equal Opportunity employer and Inclusion is part of our everyday life. We celebrate diversity and pride ourselves on providing an environment where all employees can be their authentic selves and have a voice, allowing everyone to contribute equally. We remain committed to advocating inclusion, diversity, and equality into our ITRS family as we grow and enrich our business.

We welcome applications from everyone in the community as we recognize that a diverse workforce is a stronger workforce.

Important Note: This posting is part of our talent pool initiative for potential hiring in 2025. By applying, you will be included in our database for future consideration.