Financial Services Coordinator
5 days ago
**Job Summary:**
We are seeking an experienced Financial Services Coordinator to join our team. As a key member of our operations team, you will be responsible for coordinating financial services and ensuring that all tasks are completed accurately and efficiently.
Main Responsibilities:
- Assist in day-to-day operations tasks, including processing check 21 adjustments, activations, bank changes, exceptions, and audits.
- Build on process knowledge continuously and scale up to handle at least two tasks apart from primary task responsibilities.
- Responsible for resolving problems of low complexity and reporting daily, weekly, and monthly to management as needed.
- Collaborate with Process Associate team members, assist in onboarding and training activities, and report customer issues to Supervisor for entry into tracking system.
- Document abnormal issues to the Supervisor and perform additional duties as required.
Qualifications:
- Graduate with at least 2-3 years of experience in BPO or related field.
- Bachelor's Degree in Accounting, Computer Science, Finance, Information Science, Business Management, or similar field.
- Prior insurance experience with demonstrated responsibility for exercising judgment and decision-making skills.
- Excellent communication and problem-solving skills, with the ability to work effectively in a team environment.
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