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Fund Services Associate (A1)

Company

Ex

Location

cebu city, central visayas

Posted

June 19, 2026

Position Overview

To be successful in this role, we’re seeking the following:

  • At least 2 years of college degree BS / BA (72 units)
  • At least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management
  • Willing to work 100% onsite at Pasay, Alabang, and/or Cebu
  • Willing to work night shift (North America Hours) and shifting schedule as needed by the business

Desired additional qualifications, but not required:

  • 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
  • Experience in Microsoft Office including MS Excel, MS Word, and relevant digital tools
  • May be required to be registered, certified, or licensed in a specialty area.

In this role, you’ll make ...

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