
Customer Support Specialist
2 days ago
Job description:
Overview
The Customer Support Specialist provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.
Responsibilities
- Obtain and verify required client documentation and authorizations to process account updates and service requests.
- Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
- Submit requests to financial institutions or service providers for changes or updates related to client accounts.
- Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
- Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
- Respond to inquiries from clients and internal departments within established service level standards.
- Maintain accurate reporting and status tracking for client account updates and service requests.
- Perform data entry and verification of client financial information in the department's system.
- Provide support for special projects and other duties as assigned.
Qualifications
- High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
- Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
- Strong attention to detail and accuracy in processing financial information.
- General office skills, including document management, data processing, and client communications.
- Strong written and verbal communication skills.
- Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
- Ability to quickly learn new processes, systems, and tools.
- Willingness to work overtime as needed to meet client or business deadlines.
Job Types: Fixed term, Temporary
Contract length: 5 months
Pay: Php25, Php28,000.00 per month
Benefits:
- Opportunities for promotion
- Promotion to permanent employee
Work Location: In person
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