Client Referential Expert

Concentrix

Full-time other-general
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Location
Taguig, National Capital Region, Philippines
Posted
July 01, 2026

Job Description

Join our Client Management Operations team and help ensure accurate and high‑quality client reference data.


What You’ll Do

  • Maintain and update client reference data (including SSI setup, account onboarding, and account maintenance)
  • Ensure all information is accurate and aligned with standard procedures
  • Review and verify processed requests for quality and completeness
  • Train new team members on processes and best practices
  • Participate in UAT for new system releases and suggest process improvements
  • Support business lines by delivering reliable service and clear communication
  • Join process reviews, projects, system changes, and operational discussions
  • Prepare MIS/KPI reports as needed


What You Bring

  • Experience in reference data, SSIs, settlements, FXMM, or OTC (6 months to 3 years preferred)
  • Strong analytical, communication, and m...