PE-CX-Multi Channel Helpdesk

About the Position

PE-CX-Multi Channel Helpdesk

Location: Manila, Philippines

Date published: Jul 30, 2026

Job category: Business Processes

Work model: Work from Office

This role will be an integral part of various capital markets operations functions, ranging from Client lifecycle Management, Data Management, Compliance Operations, transaction processing, which includes trade booking, clearing, trade confirmation, post trade settlements, collateral management, nostro break investigation and resolution, inter system reconciliations, and claims. Working in an extremely high-risk, time-critical, and dynamic atmosphere, you will deal with a broad spectrum of clientele with unique requirements.

Responsibilities

• Effectively address client queries with timeliness and accuracy
• Understand client requirements and ensure effective business delivery
• Provide relevant client-specific statements and information as per requests received
• Liaise with a set of extremely sensitive clients, internal groups, agent banks, custodians, and any other financial institutions to investigate and resolve breaks related to financial mismatches, unconfirmed trade bookings, missing trade bookings, non-receipts and payments, interest claims that are payable or receivable, missing incomplete KYC or compliance documents, etc.
• Support the team in various ad hoc tasks and activities assigned to the group
• Contribute towards process improvement ideas on productivity, accuracy, and turnaround time
• Review and update SOP as per the agreed frequency
• Participate on the review calls with the Process owners
• Liaise with all the clients' stakeholders (front desk personnel, traders, account managers, relationship managers, and credit officers) via phone, email, and chats in ensuring faster and accurate resolution of breaks of both economical and non-economical in nature
• Ensure SOPs are updated with the changes on an ongoing basis
• Perform quality control checks in the process and ensure error-free processing
• Support junior staff in resolving complex queries and tasks
• Support MIS and dashboard preparation tasks
• Highlight aging breaks and open tasks to Team leads/Managers on time
• Train, guide new joinees in the process
• Conduct cross-trainings across teams/processes
• Actively participate and contribute to team initiatives, regular team meetings, presenting thoughts/ideas, etc.
• Follow and actively foster a risk management culture within the teams where issues are raised and resolved on time

Requirements

• Client lifecycle Management
• Data Management
• Compliance Operations
• Trade booking
• Clearing
• Trade confirmation
• Post trade settlements
• Collateral management
• Nostro break investigation and resolution
• Inter system reconciliations
• Claims

About the Company

Cognizant

Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process, and engineering expertise enable us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes, and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.

Additional employment information

Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government-issued ID during each interview.

Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status, or any other characteristic protected by federal, provincial, or local laws.