Client Relationship Analyst

1 month ago

Pasig, Philippines MicroSourcing Full time
WORK SETUP: Onsite
WORKPLACE LOCATION: Cyberscape Beta, Ortigas, Pasig City
SHIFT SCHEDULE: Midshift, Monday-Friday
DUTIES AND RESPONSIBILITIES:
  • Pre-Onboarding tasks
    • Input data into Equifax Customer Rating platform (RAP)
    • Review debtor ledger and seek new insurance limits via our Insurance Broker
    • Support onboarding of TP24 clients
    • Respond to any customer queries (generally via email)
  • Post-Onboarding tasks
    • Review CODAT and update customer data
    • Review debtor book and Invoice listing updates for:
      • LTV compliance,
      • New/increased debtors,
      • Insurance limits,
      • Concentration,
      • Other adverse factors diluting the debtor book (i.e., Credit Notes, write offs)
    • Update Equifax alerts for new/increased/reduced debtors.
    • Issue statements to Brokers confirming current month trail payment,
    • Follow up any financial covenants due and report results to Risk Manager.
    • Contact customer to obtain Stat Payment Certificate and ATO Portals,
    • Complete a random sample of 3-5 invoices to confirm:
      • reconciliations via bankstatements.com
      • request and review all supporting documentation
      • (Timesheets, delivery dockets etc) for the random sample of invoices,
      • confirm accuracy and currency of each,
      • complete Verification spreadsheet
    • Provide a summary of results to Account Executives (AEs) determining further action or next steps,
    • Contact customers to seek provision of financial data to enable an informal financial review to be completed,
    • Complete updated Equifax Score and Re-rate,
    • Complete updated KYC and AML checks,
    • Review aged debtor ledger for new debtors and seek new insurance limits,
  • Other
    • Lead or assist with process improvement or risk mitigation projects/activities as required,
    • Identify and participate in team initiatives to drive business growth, process efficiency improvements and improve team morale,
    • Drive own personal development through internal and external opportunities
QUALIFICATIONS:
  • Degree/Diploma in Commerce, Finance, Accounting, or similar fields
  • Ideally 2 yearsu0027 work experience background in finance, accounting or financial administration
  • Self-motivated individual who is comfortable dealing with ambiguity and solving problems
  • Love data, numbers and all things spreadsheets
  • Enjoys using new technology
  • High attention to detail with a determination to deliver great work
  • Great communicator who loves life and is comfortable dealing with clients
  • Loves a team environment where everyone works to the same goal

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