Financial Services Representative

1 week ago

Ortigas, Philippines HR TechX Corporation Full time ₱336,000 per year

Overview

The Financial Services Representative 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 Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

  • Opportunities for promotion
  • Promotion to permanent employee

Work Location: In person

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