Qualifications:
- Successful team management experience of at least 7 years
- At least 10 years of inbound client service experience from global banking operations required
- At least 2 years of college degree BS / BA
- Willing to work 100% onsite at Cebu
- Willing to work night shift (North America Hours) and shifting schedule as needed by the business
Responsibilities:
- Manage a team of 510 Treasury Services / Transfer Agency Account Managers managing a team with 15 FTE.
- Promote a highly collaborative environment with positive work where team members are respected and supported creating an atmosphere that values and prioritizes client needs ensuring prompt and accurate inquiry resolutions where clients feel valued.
- Proactive provide valueadd to the business by understanding and telling the story behind the numbers through analysis and insights.
- Resultsdriven leadership experience on daytoday operations and can successfully support multiple initiatives simultaneously as a key contributing member of a high performing organization.
- Powerful communication skills to articulate clearly and confidently on complex processes in a way that would be easily understood.
- Handle complex escalations where engagement of multiple areas is required
Desired additional qualifications:
- Brokerage operations experience Accounting / Finance / Economics / Investment Banking / Capital Markets or relevant experience
- Active FINRA Series 6 / Series 7 / Series 99 as an added advantage for the role
PMP / Project Management Equivalent / Lean Six Sigma Methodology / Data Storytelling / Coaching Methodologies - Advanced to Expert proficiency in Microsoft Office including MS Excel MS Word MS PowerPoint Power BI and relevant digital tools
- Presentation skills with deep understanding and expertise of the story behind the numbers