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Job title: Account Processor
Job type: PERMANENT
Emp type: FULL TIME
Industry: IT-Business Process Management
Expertise:
Skills:
Salary type: MONTHLY
Location: Taguig City
Job published: January 08, 2021
Job ID: 32992

Job Description

KEY RESPONSIBILITIES:

  • You will work with clients to obtain necessary information to prepare annual reporting.
  • You will review document submitted by clients for completeness and accuracy.
  • You will navigate large volume of work with autonomy while also collaborating within your team and department to ensure excellent client experience.
  • You will work with partner financial institutions/custodians to help facilitate client filings and retrieve client data.
  • You will send and receive documents via email with clients.
  • You will send outgoing emails to clients during the plan year reporting process.

 

QUALIFICATIONS & REQUIREMENTS:

  • You must be a college graduate of any course.
  • You must have a solid customer service background and good client management skills.
  • You must be an excellent communicator and team player.

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