64 Investment Services jobs in the Philippines

JOB DESCRIPTION

Discover new opportunities in the Investment Middle Office Services (IMOS) Team and develop your career

As an IMOS Testing Specialist - Senior Associate in Investment Middle Office Services (IMOS) End-to-End Test Team, you will be involved as a key executor of the IMOS testing team front to back. You will be involved in all phases of project life cycle, with primary responsibility of manual testing and part of business implementation throughout Software Testing Life Cycle (STLC). This will involve bringing a large asset manager onto the new system architecture that is being developed. You will, aside from project delivery, make key contributions by bringing efficiencies and improving productivity. You will have the opportunity to work in a large-scale transformation program with exposure to multiple products and business lines

Investment Middle Office Services (IMOS) End-to-End Test Team is responsible for end to end test management, execution and release implementation of the IMOS Program. The team will be responsible for all elements of test execution and coordination throughout the stack for the IMOS program feeding into key stakeholders (Product, Technology and Operations).

Job Responsibilities

• Define and plan testing scope of release.
• Review and own requirements traceability and prepare Test Matrix.
• Define acceptance and exit criteria for testing and implementation phases.
• Lead/Manage Defect Management process.
• Assess and highlight key blockers to plan, issues, risks, workarounds and plan mitigation throughout the phases of Software Testing Life Cycle (STLC).
• Own project plan, test plan, timeline charts.
• Finalize impact assessment of change - upstream and downstream, regression impact and plan.
• Work with stakeholders and define test strategy for large programs.
• Review and execute end to end business implementation and test plan.
• Conduct assessment of requirements for completeness, coverage, correctness and testability (back to front), current business processes, events and flows.

Required qualifications, capabilities, and skills

• User Acceptance Testing experience and/or Test management experience
• Strong background in any or multiple business areas such as Securities trade processing or Fixed Income operations or derivatives (Listed/over-the-counter (OTC))
• Project management and lifecycle experience.
• Clear, effective communication skills.

Preferred qualifications, capabilities, and skills

• Middle Office (Matching/Confirmation and Settlements) experience would be of benefit but not essential.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Job description:

Responsibilities:

• Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
• Keen to details in performing the 2-way and 3-way matching of vendor invoices
• Ensures Month-end deadlines are consistently met the deadline and with accuracy
• Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
• Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

• Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
• Graduate of Bachelor of Science in Accountancy
• Proficient in MS Office
• With excellent verbal and written communication skills
• Willing to work on Philippine holidays

Financial Services Representative

Location: Cebu City

Work Setup: Onsite | Shifting Schedule

Shape Your Career in Customer Experience

Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.

Qualifications:

• College graduate, or at least 2 years in college (with valid proof)
• Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
• Excellent communication skills in English, both verbal and written

What's in it for you:

• Competitive salary package ranging from ₱20,000 – ₱26,000
• 10% Night Differential pay
• HMO coverage
• Fixed weekends off to maintain work-life balance
• Additional perks and continuous career growth opportunities

We Are Hiring: Specialist, Financial Services

An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.

About the Role

The Specialist, Financial Services will:

• Operations Management
  : Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
• Customer Support
  : Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
• Stakeholder Collaboration
  : Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
• Continuous Improvement
  : Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.

Qualifications

• 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
• Experience in handling loan or credit products is an advantage
• Strong analytical, problem-solving, and communication skills
• Proficiency in CRM tools, Microsoft Office Suite, and operational systems
• Bachelor's degree in Business, Finance, or related field
• Familiarity with Philippine financial regulations and compliance standards
• Ability to work independently and collaboratively in a fast-paced environment

Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose

This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

KEY RESPONSIBILITIES What does this position aim to do?

• Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
• Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
• Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
• Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
• Performs other duties as needed

MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?

• High school diploma or G.E.D. equivalent
• Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
• Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
• Excellent problem-solving, and decision-making abilities
• Detail-Oriented
• Ability to work in a continually changing environment
• Excellent communication skills
• Strong interpersonal skills
• Ability to interact with multiple levels of the organization
• Strong work ethic with high level of integrity and ethics.
• Collaborative and relational work style with proven success in a team environment
• Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
• Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
• Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
• In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
• Working knowledge of Microsoft Word and Excel
• Good math aptitude and strong ability to type
• Two years customer service experience
• Financial background is preferred

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

Overview

The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.

Responsibilities

• Obtain and verify required client documentation and authorizations to process account updates and service requests.
• Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
• Submit requests to financial institutions or service providers for changes or updates related to client accounts.
• Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
• Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
• Respond to inquiries from clients and internal departments within established service level standards.
• Maintain accurate reporting and status tracking for client account updates and service requests.
• Perform data entry and verification of client financial information in the department's system.
• Provide support for special projects and other duties as assigned.

Qualifications

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
• Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
• Strong attention to detail and accuracy in processing financial information.
• General office skills, including document management, data processing, and client communications.
• Strong written and verbal communication skills.
• Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
• Ability to quickly learn new processes, systems, and tools.
• Willingness to work overtime as needed to meet client or business deadlines.

Job Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person

Join Our Team and Unlock Your Potential with CRUX Consultants PH

Ready to build a rewarding career while helping others secure their future? We're looking for passionate individuals to join our dynamic team of Financial Advisors.

How to be a Crux Financial Advisor:

Drive sales and achieve ambitious targets.

Deliver engaging and persuasive presentations to potential clients.

Provide exceptional service and build lasting relationships with your clients.

Actively participate in our ongoing training and development programs to stay at the top of your game.

Qualifications:

Prior sales experience is essential.

A Bachelor's degree in any field is welcome.

Strong technology, communication, and presentation skills.

An eagerness to learn, grow, and adapt.

An empathetic and client-focused approach to financial planning.

Ready to take the next step? Send us a message to apply and begin your journey to success

Compensation & Benefits

• Base Pay: 28,000-35,000 pesos/monthly
• Paid Time Off
• Internet Grant (Worth 2,000 pesos)
• Performance Bonus 1,000 - 5,000 pesos/week
• You'll receive ongoing training from our Team Managers, who have previously performed the same job and will help you to master it

3 Key Responsibilities:

1. Objection Handling & Credit Rebuilding Sales:

• Engage in inbound calls with customers who have been declined for loans, understanding their concerns and effectively addressing objections.
• Pitch and sell credit rebuilding products that align with the customer's financial goals and circumstances.
• Maintain a positive and empathetic approach to turn potential rejections into successful sales.

2. Customer Education & Support:

• Provide clear and concise financial education to customers about credit rebuilding strategies and the benefits of the offered products.
• Ensure customers fully understand the product offerings, terms, and how they can improve their credit score.
• Offer ongoing support and follow-up to guide customers through their credit rebuilding journey.

3. CRM Management & Process Optimization:

• Accurately document customer interactions, objections, and sales outcomes in the CRM system.
• Leverage CRM data to identify trends and refine objection-handling techniques for improved conversion rates.
• Collaborate with the team to optimize sales processes, share insights, and contribute to continuous improvement efforts.

Desired Skills & Abilities:

• 3 or more years of proven sales experience, ideally in financial services.
• Strong communication skills in English, and being able to speak French is a plus
• Expertise in objection handling and negotiation.
• Familiarity with CRM systems, with Salesforce experience preferred.
• Ability to thrive in a fast-paced, multitasking environment.

About Us:

Founded in 2014, Spring Financial has spent the last 10 years simplifying the lending process for millions of Canadians providing a wide range of solutions to effectively manage various financial circumstances. In the process, we've become the largest fintech loan originator in the country with over 80,000 monthly applicants Today, Spring offers personal lending, credit building, mortgages & savings products, and a growing range of financial services, all of which are made available to Canadians from the comfort of their own home and without having to visit a branch

We have an ambitious roadmap that will enable us to build on our best-in-class customer acquisition and origination platform. Our goal is to create solutions and innovative new products for our end consumers, including next-gen credit cards and other data-based fintech products. We are dynamic entrepreneurs who operate with a real sense of urgency. We have created some of the best in market products and sales processes allowing millions of Canadians to get access to financing online, via text or over the phone – all from the comfort of their own home To learn more about our offerings please visit our website here:

Recruitment Process:

1. Initial Contact: Our Talent Acquisition Coordinator will reach out to you to confirm details of your experience and what you are looking for.
2. Interview with Hiring Manager: If the hiring manager is interested, we will schedule an interview with department managers to discuss your suitability for the role.
3. Background Check: Successful candidates will proceed to a background check, which includes verifying your work-from-home setup and identity.
4. Talent Acquisition Discovery Call: We will discuss common policies and arrangements related to our work-from-home setup with you.
5. Offer and Onboarding: We will then provide the necessary documents for your job offer and start the onboarding process.
6. IT Setup: Finally, we will then schedule a call with our Technical Team to setup your computer making sure you're all setup for your first day