Customer Services Admin (Financial) - Remote Opportunity

Join Offshore Business Processing as a Customer Services Admin (Financial) and become a vital part of our dynamic team! This role offers a unique opportunity to work remotely from beautiful Bali while supporting our financial services operations. You'll be the bridge between our clients and our internal teams, ensuring smooth communication and efficient service delivery.

As a Customer Services Admin (Financial), you'll handle a variety of tasks daily, including managing client inquiries, processing financial transactions, and maintaining accurate records. You'll use tools like Salesforce and QuickBooks to streamline operations and ensure data integrity. This role is perfect for someone who thrives in a fast-paced environment and is passionate about delivering exceptional customer service.

📋 Tanggung Jawab Pekerjaan

• Manage and respond to client inquiries related to financial services
• Process financial transactions using QuickBooks and other financial software
• Maintain accurate and up-to-date client records in Salesforce
• Coordinate between clients and internal teams to resolve issues promptly
• Generate and distribute regular reports on client activities and financial transactions
• Ensure compliance with financial regulations and company policies
• Provide training and support to clients on using our financial services
• Continuously monitor and improve customer service processes

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field
• 2-3 years of experience in customer service or administrative roles, preferably in the financial sector
• Proficient in using Salesforce and QuickBooks
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Familiarity with financial regulations and compliance standards
• Fluent in English, both written and spoken

🛠️ Keahlian

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