
Customer Financial Services Specialist
- Jakarta
- Permanent
- Full-time
- Provide comprehensive financial services to customers, 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, keeping accurate records of transactions, payments, and any financial arrangements.
- Work closely with the sales and customer service teams to identify opportunities for financial service enhancements and to resolve any customer issues related to billing or payments.
- Educate customers on financial products and services, including the benefits and risks associated with each, to empower them in their financial decision-making.
- Stay abreast of the latest trends and regulations in the financial services industry to provide informed advice and services to customers.
- Collaborate with the finance department to streamline billing and payment processes, ensuring efficiency and compliance with financial policies and regulations.
- Performs other duties as assigned.
- 2 to 3 years of experience in customer financial services, banking, or related roles
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field strongly preferred
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
- Proficiency in financial software and systems and Microsoft Office Suite.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to handle confidential information with discretion and integrity.
- Customer-focused with a passion for delivering exceptional service and building positive relationships.
- Proficiency in English and an additional Language of either Japanese, Korean or Thai is required.