53 Trading Support jobs in the Philippines

Investment Support Associate

Makati City, National Capital Region ₱1200000 - ₱2400000 Y Bank of the Philippine Islands (BPI)

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Job Description

The
Investment Support Associate
is primarily responsible for providing support to the daily transactions undertaken by the Fixed Income, Equities, Investment Solutions, and Multi-Asset Portfolio Management Unit among which includes the booking, monitoring and coordination for the trades of AMTC's Investment Funds and various trust and managed accounts. The position is also responsible for facilitating efficient and effective investment of excess cash and funding of cash requirements of turned - over trust accounts and booking of trades/orders.

Core Responsibilities:

  • Assists Multi-Asset Portfolio Management in monitoring withdrawals and allocation of discretionary accounts;
  • Assists the Investment Support Officer in providing portfolio data related reports to traders and portfolio managers;
  • Facilitates booking of trade related activities including, primary market issues, secondary market trades, and money market placements.
  • Consolidates and places orders for Time Deposits (TD) ordered for Funds and various trust account;
  • Process investment/funding instructions for retirement funds, investment management accounts, custodianship accounts
  • Facilitate and Encode daily cash management transactions
  • Facilitate the booking of trade transactions covering deals from corporate bonds, bank issued securities, long term negotiable certificate of deposits and the like;
  • Coordinate with Operations for balancing of positions for settlement with custodians
  • Monitors and summarizes the daily trading limits of traders
  • Provides assistance to different AMTC Units on their queries regarding trade and non-trade transactions specially on the best time/way to settle deals;
  • Handles booking of securities arising from non-trade transactions, i.e. contributions in-kind, transfer of assets, reclassification of assets, and reconciliation;
  • Processes documents and monitors the settlement of trade and non-trade transactions;
  • Conducts parallel checking on documents and details provided for all transactions prior to the final approval of the officer;
  • Provide timely assistance to and applicable monitoring of queries of and/or requests of internal and external clients and counterparty/ies, branches, other AMTC units and other groups of the bank with the end goal (where applicable) that queries or requests are successfully fulfilled.

Qualifications:

  • Graduate of a 4 year Bachelor's/College Degree, preferably related to Economics, Finance, Business, or Math
  • FRESH GRADUATES ARE WELCOME
  • Keen on details, effective communication skills, proficient in both oral and written communication, computer literate, team-based and result-based orientation, people management, organizational, and analytical process-based skills.
  • Willing to be assigned in Makati
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Senior Product Support Representative (Trading System) - JR0298641

Makati City, National Capital Region ₱900000 - ₱1200000 Y FIS SG SYSTEMS PHILIPPINES INC.

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Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

Role location: Hybrid (three days in-office, two days virtual)

About the role:

As a Product Support Representative, you will work with FIS clients to provide in-depth product support. You will take incoming inquiries to resolve customer concerns raised during installation, operation, maintenance or product application for our Trading Application FIS Trading Suite (formerly Valdi ).

About the team:

You will be part of a APAC Regional CX Team supporting clients under Trading who are using FIS Proprietary platform. The team is distributed strategically across APAC to cover countries in the region.

What you will be doing:

  • Handle customer inquiries and resolving support issues such as address changes, processing orders, warranty, or billing and payment.
  • Provide in-depth product support and researching client issues.
  • Troubleshoot problems with equipment or software applications and recommend corrective action.
  • Document customer information and recurring technical issues to support product quality programs and product development.
  • Recreates client issues in test environment, Identifies/documents how applications and systems interact to support business processes.
  • Resolves client concerns raised during installation, operation, maintenance or product application or compatibility matters.
  • Other related duties as assigned.

What you will need:

  • Must have At least 6 years of combined experience working as an application or software support specialist
  • Demonstratable strong analytical & problem-solving skills.
  • Experience supporting Trading environments or platforms (e.g., Fidessa, Ullink, Bloomberg, Refinitiv, etc) is preferred.
  • A strong understanding of Trading process (Buy Side, Sell Side, Exchange) is preferred.
  • Experience in financial services industry is preferred.
  • Excellent English communication skills
  • Organizational and time management skills and the ability to work independently.

Added bonus if you have:

  • Familiar with Valdi (FIS Trading Suite)

What we offer you:

At FIS, we hire the best. In return, you receive exceptional benefits including:

  • Opportunities to innovate in fintech
  • Tools for personal and professional growth
  • Inclusive and diverse work environment
  • Resources to invest in your community
  • Competitive salary and benefits
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Client Reporting Support Specialist/Investment Writer

Taguig, National Capital Region ₱378000 - ₱468000 Y LanceSoft Inc

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Job Description

A Client Reporting Support Specialist focuses on mastering their task portfolio and building the necessary know how to work independently.

Responsibilities:

  • Independently delivers on assigned tasks and duties, fulfilling the defined task portfolio in a timely and error-free manner.
  • Assists on projects and contributes to the coordination and execution of centralized tasks on behalf of the team.
  • Ensures delivery of high quality output within agreed timelines.
  • Tasks include the following:

  • Compose commentary describing newly completed investments, cashflow and activities and valuation movements of investments.

  • Draft text summarizing latest developments of investments programs.

  • Prepare presentation slides containing updates on developments of investments programs.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Management, Business Administration or equivalent.
  • Preferably with 1-2 years of relevant working experience or a fresh graduate with relevant internships or qualifications.
  • Strong oral and written communication skills.
  • Strong attention to details, organization skills and ability to prioritize multiple tasks.
  • Fluency with MS office application such as Word, Excel, and Powerpoint.

Job Highlights/Details:

  • Location : Seven Neo, BGC Taguig
  • Work Schedule : Monday -Friday work schedule regular day shift

3x Onsite, 2x Work-from-home set up

Job Types: Full-time, Fresh graduate

Pay: Php35, Php39,000.00 per month

Benefits:

  • Company events
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: In person

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Financial Support Job

₱900000 - ₱1200000 Y Concentrix Philippines

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Job Description

A game-changing career powered by YOU

We're Concentrix, a global technology and services leader that powers the brands you actually use every day. Think cutting-edge tech, innovative solutions, and working with some of the coolest companies around.

We're not just another job – we're a community of game-changers shaping the future of tech, finance, travel, and more.

As an Advisor, you'll join the movement powering the brands that define tomorrow. Let's challenge the status quo together Sounds exciting? Read on

Why You'll Love Working at Concentrix

We'll equip you with cutting-edge tech and top-tier training to dominate in your role. At Concentrix, career growth is a real thing. Most of our leaders started right where you are We are so rooting for your success story.

We offer mind-blowing benefits, exclusive discounts, and company programs that will make you say WOW

We got perks that support your unique style and help you crush your career goals. Here's a glimpse of what awaits you:

  • Full paid communication, culture, and product-specific training
  • Education Assistance Program
  • Exclusive discounts from our partner establishments
  • Referral bonus opportunities
  • Mental Wellness Programs
  • Career development programs, specialized courses, and language classes
  • HMO, life insurance, leave conversion, and many more

Make a Real Impact with us as a Customer Experience Solutions Advisor

Think You've Got What It Takes?

  • College graduate with or without experience in Customer Solutions roles
  • At least six (6) months of background in the Customer Experience Solutions industry
  • Good English communication skills
  • Excellent customer service, problem-solving, and multitasking skills
  • Superb computer skills
  • Willing to work on shifting schedules

Even if you don't check every box, we encourage you to apply. Let's see what amazing things we can accomplish together

Ready, set, unlock the best version of you

This could be your next big thing. Start your Concentrix journey today and see why we're a top employer of choice by 440,000+ game-changers worldwide.

Concentrix is an equal opportunity employer

We're proudly united team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, gender identity, sexual orientation, religion, ethnicity, family or parental status, national, origin, disability, or any other classification protected by applicable national laws.

Are you game see what it's REALLY like to work at Concentrix? Check us out on Facebook & TikTok @ConcentrixPH, or visit to see how we roll. Expect it to be epic

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Back Office Financial Support Representative

Ubiquity

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Job Description

Back Office Support (Financial)

Southwoods, Binan, Philippines

At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn't just a philosophy—it's the foundation of who we are and what we do. As a Customer Service Representative, you'll embody this mantra every day, delivering exceptional service with expertise, empathy, and a drive to succeed.

What You'll Do:

  • Head: Use your expertise to provide accurate, efficient, and personalized solutions to our customers.

  • Handle customer inquiries via phone, email, or chat with professionalism and accuracy.

  • Troubleshoot issues and provide effective resolutions by leveraging company knowledge and tools.
  • Continuously learn about our products, services, and processes to enhance the customer experience

  • Heart: Build meaningful connections with every interaction.

  • Show genuine care and empathy in addressing customer needs and concerns.

  • Foster a positive experience by being a brand ambassador for Ubiquity's people-centric culture.
  • Uphold our commitment to diversity, inclusion, and respect in all communications.

  • Hustle: Demonstrate resilience and a drive to deliver excellence.

  • Meet or exceed key performance metrics, such as response time, resolution rate, and customer satisfaction scores.

  • Adapt to challenges with a proactive mindset and a solutions-oriented approach.
  • Work collaboratively with team members to improve processes and achieve shared goals.

What We're Looking For:

  • At least SHS/High School Graduate
  • At least 6 months of BPO experience in financial accounts
  • Exceptional communication skills—both verbal and written.
  • A knack for problem-solving and thinking on your feet.
  • Ability to work under pressure while maintaining a positive and professional demeanor.
  • A high level of adaptability to embrace new tools, technologies, and procedures.
  • Prior customer service experience is a plus but not required—we'll provide the training you need to succeed

Why Join Us?

  • Head: Access to career development programs that help you grow professionally and personally.
  • Heart: Be part of a people-first culture that values your contributions and supports your aspirations.
  • Hustle: Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.

At Ubiquity, we're more than a workplace—we're a community that's invested in your success. If you're ready to make an impact and grow with us, apply now and experience how we bring Head, Heart, and Hustle to life every day.

Apply today and start your journey with Ubiquity

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Laguna - Back Office Financial Support Representative (Open)

Ubiquity

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Job Description

At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn't just a philosophy—it's the foundation of who we are and what we do. As a Back Office Financial Support Representative at our Eastwood site, you'll embody this mantra every day by investigating, analyzing, and resolving disputes with expertise, empathy, and determination.

What You'll Do

Head: Apply your analytical skills and industry knowledge to resolve disputes.

  • Investigate and research credit card disputes.
  • Monitor transactions for fraud and compliance risks.
  • Work with merchants and internal teams to gather information and close cases.
  • Ensure all disputes are resolved within SLAs and regulatory requirements.

Heart: Put customers at the center of everything you do.

  • Show empathy by protecting customers from fraudulent or erroneous charges.
  • Deliver fair, accurate, and timely resolutions.
  • Uphold Ubiquity's people-first values in every case you handle.

Hustle: Bring drive and commitment to every task.

  • Stay focused on compliance while delivering results quickly.
  • Adapt to shifting schedules and new processes with a solutions mindset.
  • Collaborate with your team to continuously improve and share best practices.

What We're Looking For:

  • High School diploma or equivalent
  • At least 6 months of BPO experience in Financial accounts
  • Strong analytical and investigative skills
  • Good written and verbal English communication skills
  • Detail-oriented, customer-focused, and professional
  • Amenable to shifting schedules (Day, Mid, Night)
  • Knowledge of debit/credit card industry and disputes is a plus

Why Join Us?

  • Head: Access to career development programs that help you grow professionally and personally.
  • Heart: Be part of a people-first culture that values your contributions and supports your aspirations.
  • Hustle: Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.

At Ubiquity, we're more than a workplace—we're a community that's invested in your success. If you're ready to make an impact and grow with us.

Apply today and start your journey with Ubiquity

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CSR - Join Our CashApp Financial Support Team

Cuanos, Cebu Call Center Recruiter

Posted 3 days ago

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Job Description

Location: IT Park, Ground Floor, The Link Building (beside China Bank), Cebu City

Start Date: October 27, 2025

Salary Offer: ₱16,500 – ₱8,500 + 500 allowance

Education: Senior High School Graduate ( Old Curriculum)

Experience: With or Without BPO Experience



What You’ll Do:

-Assist users with fund transfers, payment disputes, and account management.

-Ensure secure and efficient handling of financial transactions.

-Provide customer education on digital wallet features and safety.



Perks & Benefits:

-Competitive pay with allowance

-HMO coverage from Day 1

-Paid training and incentives

-Career opportunities in fintech
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Financial Customer Support

₱200000 - ₱400000 Y Probe CX

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Passionate about helping others? Join our vibrant team in Eastwood, Quezon City as a full-time Financial Customer Support No BPO experience needed – just eagerness to learn and grow. Deliver exceptional support and build a rewarding career with us.

We are searching for candidates who are:

  • At least a high school graduate, college undergraduate, or graduate
  • Proficiency in English, both written and verbal
  • No prior experience required - we offer comprehensive training and development opportunities
  • Willing to work in onsite in Eastwood, Libis, Quezon City

As a member of our team, you will enjoy the following benefits:

  • HMO coverage starting on day one plus one free dependent
  • Competitive salary and performance incentives
  • Paid training
  • Group life insurance
  • Unused leave payout
  • Comprehensive training and career growth opportunities
  • A positive and collaborative work environment

For On-site processing:

  • Address: Ground Floor, Global One, Eastwood City, Bagumbayan, Quezon City
  • Landmark:  In front of Dunkin' Donuts
  • Date: Monday to Friday
  • Recruitment Hours: 9:00 AM to 3:00 PM
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Financial Support Specialist - Email Representative - One day pro

Sapient Global Services

Posted 4 days ago

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Job Description

We are mass hiring for Call Center Agents - Finance Account as prior in our Metro Manila sites!



Sapient is URGENTLY HIRING! APPLY TODAY AND GET HIRED IMMEDIATELY!



Responsibilities:

• Resolve customer inquiries, concerns, or complaints effectively and escalate issues when necessary to ensure swift resolution.

• Update and maintain accurate records of customer interactions, transactions, and order details in the system.

• Stay updated on company policies, procedures, and services to provide accurate information to customers

• Contribute to a positive and collaborative team environment.



Qualifications:

• With good communication skills

• At least conversant in the English language

• Computer Literate

• Excellent problem-solving and decision-making abilities

• Ability to thrive in a fast-paced and dynamic environment



Our Awesome Benefits:

• Fix weekends Off

• Competitive Salary

• Monthly Commissions

• Pioneer, Non-voice, and Easy Accounts Available

• HMO with 2 FREE Dependents from Day 1

• Free Coffee and Biscuits at the office

• Paid leaves, OT & holiday pay

• Government-mandated benefits & 13th-month pay

• Fast-Track Career Growth for top performers

• Retirement/Life Insurance for Qualified Staff

• Incentives and Signing Bonuses and other Premium Benefits for you to enjoy.



THIS IS FOR AN ONSITE WORK SET UP ONLY

BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!



Give us a ring, and let’s talk about how we can help you. Apply now and receive a quick response within a day!
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Oracle Financial System Support

Makati City, National Capital Region ₱900000 - ₱1200000 Y PricewaterhouseCoopers Consulting Services Philippines Co. Ltd.

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About the Role

The Finance Level 1 Help Desk Support – Oracle ERP Financials is responsible for delivering first-level assistance to end users encountering issues within Oracle Financial modules. This role plays a critical part in maintaining operational continuity by resolving basic functional and technical problems, guiding users through standard finance workflows, and escalating complex issues to higher support tiers.

The successful candidate will support modules such as General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), and Cash Management (CM). They will manage incoming support requests, troubleshoot user-reported issues, and ensure timely resolution in alignment with service-level agreements (SLAs).

Key responsibilities include but are not limited to:

  • logging and categorizing tickets
  • assisting with user access provisioning
  • documenting solutions
  • collaborating with internal teams to support Oracle ERP operations.
  • contributes to testing system updates and maintaining a knowledge base for recurring issues

This position is ideal for individuals looking to grow their career in ERP support, finance operations, or IT service management within a dynamic and fast-paced environment.

About You

  • Must be college graduate of Finance, Accounting or another related course.
  • Required skills: finance (AR, AP, FA, CM) and Oracle Fusion or other similar system
  • At least 1 to 3 years of relevant work experience is required.
  • Should have a background both in finance and oracle support at least level 1 support.
  • Requires strong communication skills, a foundational understanding of finance processes, and familiarity with Oracle ERP navigation.
  • This position is ideal for individuals looking to grow their career in ERP support, finance operations, or IT service management within a dynamic and fast-paced environment.
  • Open to work in a hybrid work setup based in Makati City.
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