Financial Services Representative

1 day ago


Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time
Job Title: Financial Services Representative

Estimated Salary: $60,000 - $80,000 per annum

About the Role:

We are seeking an experienced Financial Services Representative to join our team at PERSOLKELLY SINGAPORE PTE. LTD.

Job Responsibilities:
  • Deliver exceptional customer service by providing comprehensive financial services, including account management, credit advisement, and payment solutions.
  • Analyze customer financial needs and develop tailored solutions to meet those needs, ensuring a high level of customer satisfaction.
  • Manage customer accounts, maintaining accurate records of transactions, payments, and financial arrangements.
  • Collaborate with sales and customer service teams to identify opportunities for financial service enhancements and resolve customer issues related to billing or payments.
  • Educate customers on financial products and services, highlighting benefits and risks, to empower informed decision-making.
  • Stay updated on industry trends and regulations to provide informed advice and services.
  • Work closely with the finance department to streamline billing and payment processes, ensuring efficiency and compliance.
Requirements:
  1. 2-3 years of experience in customer financial services, banking, or related roles.
  2. Bachelor's degree in finance, accounting, business administration, or a related field preferred.
  3. Excellent communication and interpersonal skills to explain complex concepts simply.
  4. Proficiency in financial software, systems, and Microsoft Office Suite.
  5. Detail-oriented with strong analytical and problem-solving abilities.
  6. Ability to handle confidential information discreetly.
  7. Customer-focused with a passion for delivering exceptional service and building positive relationships.
  8. Proficiency in English and one additional language (Japanese or Korean) to serve diverse clients.


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