Financial Services Rep II
1 month ago
BASIC FUNCTION
Position Overview
The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.
What will you do at Insight
-Manage an assigned portfolio of client AR
-Mail/Email system generated form letters to clients to encourage payment of delinquent accounts
-This Representative’s portfolio is primarily made up of larger clients These clients require a more experienced collector who can perform their daily tasks with minimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills
-Provide special billing requirements for strategic clients
-Ability to successfully meet client Portal billing requirements
-Contact delinquent accounts by phone, fax, email or client 3rd party systems or tools
-Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract
-Keep detailed record/status of their ongoing collection efforts
-Receive payment information from clients and record amounts promised to be paid into client’s account
-Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
-Provide Accounts Receivable with check/wire/ACH application information
-Update Collections Management with status reports on top delinquent accounts
-After consultation with their manager, order service interruption/credit hold on future orders
-Sort and file correspondence
-After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
-Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.
-Must maintain their portfolio goals aligned to departmental standards
What you’ll need to join Insight
-Open for college grad and undergrad
-Two years previous collections experience required and/or training; or equivalent combination of education and experience
-Amenable to work at Night Shift
-
Customer Service Representative Cloud Staff Ortigas
17 hours ago
Pasig, Philippines Lexie Staffing and Business Consulting Full timeSales representatives are the principal point of contact between a business and its customers. Sales reps ensure current customers have the right products and services, identify new markets and customer leads, and pitch prospective customers. In many ways the face of the company, sales representatives may do everything from answering phones to monitoring the...
-
Financial Services CSR
4 weeks ago
Pasig, Philippines NeksJob Philippines Full timeJoin our dynamic team as a Financial Services Agent, where you'll play a crucial role in assisting clients with their financial needs. As a key representative of our company, you'll provide personalized financial guidance and support to help individuals and businesses achieve their financial goals. Requirements: • Work on site/Shifting schedule • AM...
-
Financial Services CSR
4 weeks ago
Pasig, Philippines NeksJob Philippines Full timeJoin our dynamic team as a Financial Services Agent, where you'll play a crucial role in assisting clients with their financial needs. As a key representative of our company, you'll provide personalized financial guidance and support to help individuals and businesses achieve their financial goals. Requirements: • Work on site/Shifting schedule • AM...
-
Crypto Customer Service Rep Pasig-Ortigas
4 weeks ago
pasig, Philippines Metacom Full timeYour Key Responsibilities Provide exceptional customer service to users of our Financial Tech Handle inquiries and resolve issues. Maintain accurate records of customer interactions and transactions.
-
Crypto Customer Service Rep Pasig-Ortigas
4 weeks ago
pasig, Philippines Metacom Full timeYour Key Responsibilities Provide exceptional customer service to users of our Financial Tech Handle inquiries and resolve issues. Maintain accurate records of customer interactions and transactions.
-
Accountant II
1 month ago
Pasig, Philippines Curran Daly & Associates Full timeJob DescriptionJob Role:Accountant IIWork Shift:Either mid or night shiftWork Set Up:Hybrid in Ortigas, Pasig CitySummary of PositionReporting to the Manager of Corporate Accounting, the Accountant will support the monthly accounting close and consolidation process in partnership and collaboration with members of the broader accounting team and other...
-
Crypto Customer Service Rep Pasig-Ortigas
4 weeks ago
Pasig City, Philippines Metacom Full timeYour Key ResponsibilitiesProvide exceptional customer service to users of our Financial TechHandle inquiries and resolve issues.Maintain accurate records of customer interactions and transactions.
-
Financial Services Call Center
4 weeks ago
Pasig City, Philippines NeksJob Philippines Full timeJoin our dynamic team as a Financial Services Agent, where you'll play a crucial role in assisting clients with their financial needs. As a key representative of our company, you'll provide personalized financial guidance and support to help individuals and businesses achieve their financial goals.Requirements:• Work on site/Shifting schedule• AM...
-
Accountant II
4 weeks ago
Philippines, Pasig City Curran Daly & Associates Full timeJob DescriptionJob Role:Accountant IIWork Shift:Either mid or night shiftWork Set Up:Hybrid in Ortigas, Pasig CitySummary of PositionReporting to the Manager of Corporate Accounting, the Accountant will support the monthly accounting close and consolidation process in partnership and collaboration with members of the broader accounting team and other...
-
Chartered Financial Analyst
2 weeks ago
Pasig, Philippines World Networking Services Philippines, Inc Full timeMust be a Certified Public AccountantMust have eight (8) years of work experience in Corporate Finance and Accounting.Equipped with experience in financial modelling and financial statements.Excellent Oral and Written Communication skills.With proficiency in Microsoft Office such as Outlook, Word, Excel, and PowerPoint.Willing to work onsite in Ortigas,...
-
Call Center
4 weeks ago
Pasig, Philippines Lexie Staffing and Business Consulting Full timeTRAVEL (OPEN) CSR (NON - VOICE) Standard Educational requirement – Highschool or College Undergrad No Call Center Experience / Customer Service Experience required. SALARY PACKAGE: PHP 17,000.00 COMMUNICATION SKILLS: Average comm skills. Willing to work on weekends and holidays ASPIRING MINDS ASSESSMENT | OTP Working On Site Arrangement FINANCIAL...
-
Call Center
4 weeks ago
Pasig, Philippines Lexie Staffing and Business Consulting Full timeTRAVEL (OPEN) CSR (NON - VOICE) Standard Educational requirement – Highschool or College Undergrad No Call Center Experience / Customer Service Experience required. SALARY PACKAGE: PHP 17,000.00 COMMUNICATION SKILLS: Average comm skills. Willing to work on weekends and holidays ASPIRING MINDS ASSESSMENT | OTP Working On Site Arrangement FINANCIAL...
-
Customer Service Representative
1 day ago
Pasig, Philippines Aspire Global Solutions Full timeAre you excited about delivering outstanding customer service? We're looking for a dynamic individual to join our team. The job is as a Customer Service Representative in the vibrant city of Pasig Ortigas. This opportunity is perfect if you have at least 1 year of Financial BPO experience. Enjoy working onsite? It would help if you also had good to above...
-
Chartered Financial Analyst
2 weeks ago
Pasig City, Philippines World Networking Services Philippines, Inc Full timeMust be a Certified Public Accountant Must have eight (8) years of work experience in Corporate Finance and Accounting. Equipped with experience in financial modelling and financial statements. Excellent Oral and Written Communication skills. With proficiency in Microsoft Office such as Outlook, Word, Excel, and PowerPoint. Willing to work onsite in Ortigas,...
-
Chartered Financial Analyst
2 weeks ago
Pasig City, Philippines World Networking Services Philippines, Inc Full timeMust be a Certified Public Accountant Must have eight (8) years of work experience in Corporate Finance and Accounting. Equipped with experience in financial modelling and financial statements. Excellent Oral and Written Communication skills. With proficiency in Microsoft Office such as Outlook, Word, Excel, and PowerPoint. Willing to work onsite in Ortigas,...
-
Customer Service Associate
3 weeks ago
Pasig, Philippines SpringDay Jobs PH Full timeJoin our company and take your career to the next level. Job Responsibilities: Greeting clients, customers, and visitors and directing them to the appropriate person or department. Responding to emails and other written correspondence. Maintaining office supplies and inventory and ordering new supplies when necessary. Managing schedules and...
-
Financial Sales Representative
4 weeks ago
Pasig, Philippines LeadAdvisors Full timeWe are seeking a highly motivated and experienced Financial Sales Representative to join our team in U.S. Its a leading financial institution dedicated in providing excellent financial services to our customers.A Financial Sales Representative plays a crucial role in providing comprehensive financial guidance and support to clients. As a Financial Sales...
-
Customer Service Representative
1 day ago
Pasig, Philippines Metacom Full time- At least 6 months of Financial BPO Experience - Amenable to Work Onsite - Good to Above Communication Skills - Salary Range: 28,600 - Headcount: 45 - Start date: April 11, 2024 & April 18 - With 25K REGULARIZATION BONUS
-
Customer Service Associate
3 weeks ago
Pasig, Philippines SpringDay Jobs PH Full timeJoin our company and take your career to the next level. Job Responsibilities: Greeting clients, customers, and visitors and directing them to the appropriate person or department. Responding to emails and other written correspondence. Maintaining office supplies and inventory and ordering new supplies when necessary. Managing schedules and...
-
Customer Service Representative
1 day ago
Pasig, Philippines Metacom Full time- At least 6 months of Financial BPO Experience - Amenable to Work Onsite - Good to Above Communication Skills - Salary Range: 28,600 - Headcount: 45 - Start date: April 11, 2024 & April 18 - With 25K REGULARIZATION BONUS