Position Description:

The Back Office Processor will be responsible for accurately administering a wide variety of transactional activities on-behalf of our clients. Your contribution to a great experience for our clients will be aided by a variety of automated technologies.

Your future duties and responsibilities:

• Review all requests for completeness before making updates to the Transfer Agent System, FundServ etc.
• Accuracy is of great importance which we validate by your QC effort
• Process RESP-related transactions – setup new RESP accounts, process purchases, transfers, switches, and redemptions
• Review grant applications for requirements and qualifications and submit grant requests to HRSDC
• Reconcile monthly funding and ensures balanced trust accounts
• Perform peer review of updates to maintain exceptional service
• Assist with the Machine Learning automation project
• Take minimal outbound calls and inbound calls (i.e., return call from a voicemail) as required by the project
• Perform sundry project duties as required

Required qualifications to be successful in this role:

Educational Background
• At least High School Graduate (Old Curriculum), Senior High School Graduate (K-12), or College Undergrad
• Customer Service/Contact Center Training and/or Certification is an advantage but not a requirement

Career Experience
• At least 3 years relevant work experience in BPO, Contact Center, and similar industry.
- For Senior level at least 3 years relevant work experience in BPO, Contact Center, and similar industry and 1-year work experience in handling a financial, banking, wealth management, and/or similar account.
- For SME level, at least 4 years relevant work experience in BPO, Contact Center, and similar industry and 3-year work experience in handling a financial, banking, wealth management, and/or similar account.


Work Arrangement and Schedule:
• Should be amenable to work onsite in Mckinley, Taguig (near Venice Mall), graveyard shift schedule, and PH holidays

Skills:
1. Ability to carry on basic conversation in English (verbal and written).
2. Good attention to detail.
3. Familiar with various account types used to save for financial goals.
4. Mutual Fund knowledge would be an asset.
5. Excellent communication skills, both oral and written.
6. Typing speeds greater than 65 WPM.
7. Commitment to continual learning.
8. Basic computer and internet literacy.

Skills:

• Analytical Thinking
• Detail-oriented
• Wealth Management

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.