Qualifications: Successful team management experience of at least 7 yearsAt least 10 years of inbound client service experience from global banking operations requiredAt least 2 years of college degree BS / BAWilling to work 100% onsite at CebuWilling to work night shift (North America Hours) and shifting schedule as needed by the business Responsibilities: Manage a team of 5-10 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 value-add to the business by understanding and telling the story behind the numbers through analysis and insights.Results-driven leadership experience on day-to-day 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 experienceActive 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 MethodologiesAdvanced to Expert proficiency in Microsoft Office including MS Excel, MS Word, MS PowerPoint, Power BI, and relevant digital toolsPresentation skills, with deep understanding and expertise of the story behind the numbers