Client Operations Head (Financial Services)

Address : Infosys BPM | Philippines Recruitment Bay 19th Floor BGC Corporate Center, 11th Avenue corner 30th Street Fort Bonifacio, Taguig City, Philippines Recruitment Hours: Monday to Friday | 12:00 PM – 7:00 PM

Schedule : Shifting Schedule

Experience : 5 to 10 years experience

Education : Bachelor's Degree

Employment Type : Permanent

Contract : Full-time

Infosys BPM Limited

BGC Corporate Center, 11th Avenue cor 30th Street BGC  Taguig City

   500- Above Employees
    Monday - Friday
              9:00 AM - 6:00 PM

Are you ready to make an impact? Join Infosys BPM as a Client Operations Head (Financial Services) and jumpstart your career!


Key Responsibilities: 

  • To lead Institutional Participant Services (Line and Non-Line teams); Develop, manage and assist Participant Services Managers and their teams in servicing Institutional participants and clients.
  • Leads and manages staff; Provides guidance, training and motivation as necessary to develop staff; Hires, evaluates and counsels personnel; Follows corporate disciplinary procedures per established client's standards as required; Sets performance standards, reviews performance, provides feedback and recommends wage increases/adjustments in accordance with all applicable HR policies and procedures.
  • Works closely with internal and external clients to develop and implement staffing and operational plans; Participates in the development of short and long range goals for the department.
  • Leads both the daily servicing activities and the strategic elements of the Institutional Participant Services (cross site), Specialty, Training and Communications segments; Leads in development, implementations and augmentation of servicing strategies around these key growth segments; Works with Client Services, Sales and the Retail business to design service models that enhance the participant experience, address specific client needs and build/retain assets.
  • Partners with key departments such as Recordkeeping Services to ensure the best participant experience and the efficient resolution of problems.
  • Leads high level project work to include organizational development issues, business planning and the development of tactical plans and actions that drive the success of overall segment strategies; Contributes to the budgeting process for Participant Service phone segments.
  • Participates in solving client issues and dealing directly with company plan administrators.
  • Applies VUE discipline to problem solving and leads by example; leverages tools and techniques and influences the organization by using data and metrics to improve processes and the client's experience.
  • Understands and anticipates the needs and expectations of internal and external clients and focuses work unit's efforts on meeting client's needs.
  • Sets and attains challenging goals and looks for ways to raise standards and improve performance.
  • Leads special projects and performs other duties as assigned. 

Key Requirements: 

  • Bachelor's degree graduate, any field.
  • 8-10yrs general business and/or management experience, 8yrs industry experience.
  • Knowledge of the mutual funds business, financial markets, competition information resources etc. preferred.
  • Ability to obtain appropriate securities principal registration or other professional designation within 6months (Series 6, 63, 26).
  • Demonstrates project management experience.
  • Exceptional leadership and interpersonal skills.
  • Ability to work effectively and independently with attention to detail and sensitivity to deadlines.
  • Ability to excel in a fast-paced and frequently changing business environment.
  • Demonstrates ability to motivate others and foster teamwork. 

Why Infosys: 

  • Quarterly performance bonus.
  • Outstanding career development opportunities and fast track career progression.
  • Enjoy a fair work-life balance.
  • HMO and Life Insurance for employee and 2 dependents for free.
  • 24 Leaves annually.
  • Inside the Central Business District area.
  • Use of Gym, pantry, karaoke room, sleeping quarters and other recreational facilities. 

In the wake of the COVID-19 outbreak, we at Infosys BPM is committed in creating safe environments where all candidates feel secured when we process your job application.




Choose the type of application

Company description

The Infosys Manila Delivery Centers located at Taguig and Alabang provide 24/7, voice and non-voice business process management services for clients in North America, Europe, and Asia Pacific.

We continue to be the destination of choice for voice-based services, and front-office and back-office operations. Our offerings include Customer Services, Sales and Fulfillment, Finance and Accounting, and Sourcing and Procurement capabilities covering telecommunication, manufacturing, insurance, media and entertainment, and retail industries.

Show full description
Similar offers
Similar job postings based on the criteria : Director / CIOProgram Manager
My account Not yet registered?
Reset Password Email Sent!