Total 68 Finance job vacancies in Customer Service category in The United States of America

Billing support:

• Connect with stackholders to get billing data.
• Order numbers & PO tracking and record for payment process
• Billing data preparation and maintain
• Business reporting monthly
• Improvement topics supporting: Power Automation, Power BI, etc. 
• Meetings preparing and minutes recording 
• Presentations preparing (slides, marketplaces…)
• Other ad-hoc tasks

Salary: up to $3.8k

Job Duration: 1 year contract

Working Days & Hours: Mon - Fri 8.30am - 5.45pm

Location: Raffles Place

Job Description:

• Assist walk-in clients on account opening and general account or transaction-related enquires/issues
• To make follow-up calls/emails to clients on:
  (a) FSMOne Account Opening Verification
  (b) Account holder personal details update requests (e.g. address/contact)
  (c) Compliance related matters (e.g. ECDD, Employment, CKA/CAR review etc.)
  (d) FSM+ AI applications
  (e) Estate Account enquiries
  (f) FSM Mobile App navigation/enquiries
  (g) Unidentified Payment/ 3rd party payments
  (h) Process Corporate Account Opening documents
  (i) Transfer In/Out requests/issues
• Cover B2B reception area during lunch time and certain period if needed
• Support Live Chat enquiries
• Support ad-hoc FSM Events from time to time
• Additional/ ad-hoc duties may be assigned when required

Job Requirements: Min Diploma in Finance/Business Management with 2 years customer service experience

Interested candidates, please submit your resume to: allylok@recruitexpress.com.sg

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

allylok@recruitexpress.com.sg

· Location: Raffles Place

· 5 days work week, 9am to 6pm

· Basic Salary: up to $5500

· 9 months contract (June/July 2024 to March 2025)

Requirements:

· Perform Monthly management accounts closing and prepare appropriate financial statement at quarter and year end

· Prepare monthly Finance Trade book PnL and balance sheet schedules

· Prepare Inventory reconciliation

· Posting internal AR/AP Transactions

· Prepare government surveys and other ad hoc duties.

· Maintain accounting controls by preparing and recommending policies and procedures

· Prepare and coordinate financial schedules for Quarter and year end Audit

· Documentation of processes and review of existing processes for enhancement.

· Provide support to senior management on cost and revenue analysis, key performing indicators and trend analysis

· Liaise directly with HQ (ATC) on submission of key performance reports

· Ensure compliance with statutory and regulatory requirements.

Requirements

· Bachelor’s degree preferred in Accounting, Finance or related field

· Minimum 5 years’ of prior Accounting or Finance experience in a trading environment

· Prior audit experience in Big 4 is preferred

· Some tax knowledge is a plus

· Knowledge of generally accepted accounting principles GAAP

· Proficient in MS Excel, vlookup, SAP is a must

· Good team player with the ability to work both independently and collaboratively in a team

· Able to work under pressure to meet tight deadlines

· Meticulous and a strong team player

· Need to commit to work on some weekends and after office hours

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits

.

Alternatively, you may wish to email your resume in a detailed Word format to debbie@peopleprofilers.com

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd, 20 Cecil Street, #08-09 PLUS Building, Singapore 049705

Tel: 6950 9748

http://www.peopleprofilers.com

debbie@peopleprofilers.com

Consultant in charge: So Boon Shyen, Debbie

EA Licence Number: 02C4944

Registration Number: R1111376

Title: Customer Service Desk Representative (Finance Industry)

Responsibilities:

1.Provide prompt, courteous, and efficient service to customers in person, over the phone, or via email/chat.

2.Maintain a comprehensive understanding of the products and services offered by the company to effectively assist customers with inquiries, product recommendations, and troubleshooting.

3.Address client inquiries, concerns, and complaints in a timely and effective manner.

4.Identify opportunities to promote additional financial products or services that align with clients' needs and preferences, contributing to the institution's revenue growth and client retention goals.

5.Stay informed about industry trends, regulatory changes, and new financial productsor services through ongoing training to enhance knowledge and performance in the role.

6.Gather feedback from customers to identify areas for improvement in products, services, or customer service processes and relay this information to relevant departments.

7.Communicate effectively with customers and internal teams to relay information, escalate issues when necessary, and collaborate to ensure timely resolution of customer inquiries.8.Maintain detailed records of customer interactions, transactions, inquiries, and resolutions in the company's database or CRM system.

Qualifications:

• Bachelor's degree in finance, business administration or a related field preferred.
• Previous experience in customer service, banking, or financial services industry highly desirable.
• Strong understanding of financial products, services, and terminology.
• Excellent communication skills, both verbal and written.
• Excellent interpersonal skills with a customer-focused approach.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• Willingness to work flexible hours, including weekends and holidays if required

• Location: Central
• 5 days work week (Hybrid working arrangement)
• Remuneration: Basic up to $7000

Responsibilities

• Manage the financial and management reporting for a group of entities and ensure timely closing of accounts

• Prepare and perform analytical variances review of the monthly accounts

• Prepare and review monthly cashflow projection, quarterly forecast and annual budget

• Handle the review and submission of GST returns, property tax and annual tax returns

• Responsible for the preparation and review of statutory financial statements

• Ensure compliance with local statutory requirements, accounting standards and SGX/MAS requirements

• Liaise with internal and external auditors, tax agent, trustee and external service providers

• Maintain Yardi software and explore system improvements to enhance reporting process

• Any ad-hoc projects and assignments as assigned

Requirements

• Degree in Accountancy / ACCA or equivalent

• Minimum 3 to 5 years of relevant accounting and/or audit experiences in a similar position

• Possess high level of initiative and able to perform under tight timelines

• Responsible, meticulous, self-motivated and has a positive attitude

• Able to work independently with minimal supervision in a dynamic environment

• Able to communicate well with various level of stakeholders

• Possess good organizational and interpersonal skills

• Experience in a REIT and/or real estate companies will be an added advantage

• Experience in Yardi and Cognos will be an added advantage

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Alternatively, you may wish to email your resume in a detailed Word format to debbie@peopleprofilers.com

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd, 20 Cecil Street, #08-09 PLUS Building, Singapore 049705

Tel: 6950 9748

http://www.peopleprofilers.com

debbie@peopleprofilers.com

Consultant in charge: So Boon Shyen, Debbie

EA Licence Number: 02C4944

Registration Number: R1111376

Page 5

CURRICULUM VITAE

LANGUAGES SPOKEN & WRITTEN

Spoken: English, Mandarin, Malay & local dialect (Hakka & Hokkien)

Written: English, Mandarin, Malay

COMPUTER SKILLS

Microsoft Office, Excel, PowerPoint

PERSONAL STRENGTHS

1. Good hands-on knowledge of Operating CMM machine, VMM machine, Smart Scope, X-Ray machine, Profile Projector, Micro-Hardness machine, Rockwell Hardness machine, Torque Tester, XRF-PMI handheld machine & other QA inspection devices

2. Certified Internal Auditor for ISO 9001, ISO 17025, ISO 13485, AS 9120

3. NEA Radiation L5 license holder

4. Independent with initiative, self-motivated and positive thinker

5. Fast learner and willing to learn more, punctuality to work & good attendance

MISCELLANEOUS

Last Drawn Salary: SGD 5000

AWS: 1 month

Variable Bonus: Depend on company performance

Expected Salary: SGD 5500

Available date: 2 months’ notice

Page 6

• Location: Central
• 5 days work week (Hybrid working arrangement)
• Remuneration: Basic up to $7000

Responsibilities

• Manage the financial and management reporting for a group of entities and ensure timely closing of accounts

• Prepare and perform analytical variances review of the monthly accounts

• Prepare and review monthly cashflow projection, quarterly forecast and annual budget

• Handle the review and submission of GST returns, property tax and annual tax returns

• Responsible for the preparation and review of statutory financial statements

• Ensure compliance with local statutory requirements, accounting standards and SGX/MAS requirements

• Liaise with internal and external auditors, tax agent, trustee and external service providers

• Maintain Yardi software and explore system improvements to enhance reporting process

• Any ad-hoc projects and assignments as assigned

Requirements

• Degree in Accountancy / ACCA or equivalent

• Minimum 3 to 5 years of relevant accounting and/or audit experiences in a similar position

• Possess high level of initiative and able to perform under tight timelines

• Responsible, meticulous, self-motivated and has a positive attitude

• Able to work independently with minimal supervision in a dynamic environment

• Able to communicate well with various level of stakeholders

• Possess good organizational and interpersonal skills

• Experience in a REIT and/or real estate companies will be an added advantage

• Experience in Yardi and Cognos will be an added advantage

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Alternatively, you may wish to email your resume in a detailed Word format to debbie@peopleprofilers.com

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd, 20 Cecil Street, #08-09 PLUS Building, Singapore 049705

Tel: 6950 9748

http://www.peopleprofilers.com

debbie@peopleprofilers.com

Consultant in charge: So Boon Shyen, Debbie

EA Licence Number: 02C4944

Registration Number: R1111376

Customer Support Americas Finance Manager

Description -

CSSD organization is the delivery arm of the company and support cost of sales activities for both warranty and Services.

The role we are opening will take care of the AMS Markets COS (NA and LATAM) which represent 42% of the total CS cost structure and play a significant impact in the P&L Markets.

We are looking for a strong profile who will play the front end finance ambassador role to the CO and WS Markets finance leaders. Keys areas of control :

- Lead a team of 6 direct report and coordinate the finance execution of 5 indirect reports.

- Operational success and strategic alignment for the AMS Markets with the organizational functions (category, Supply Chain, Field and channel, Customer care). 

- Fully accountable for the success of the markets COS, policy and compliance, drive the direction and execution.

- Key advisor to executive management in influencing the strategic decisions.

Responsibilities:
- Leads complex financial analysis for AMS Markets covering both Managed Services and Lifecycle GBUs, exercising a strong understanding of the business to determine the best method for achieving objectives.

- Coordinates the E2E financial support and drives the proper execution of CS commitment for direct or indirect areas of controls.
- Ensures the accuracy and timeliness of financial deliverables (MEC, Flash, Budget, Quota) and analysis to the business
- Consults with WDS business leaders to drive and influence strategic decision-making within a broad scope (Short term vs. Long term decisions)
- Proactively drives process improvement and policy development initiatives that impact.
- Actively reviews, analyzes, and manages the key controls within the domain of responsibility to ensure compliance with legal and accounting requirements.
- Provides leadership adn recommendation during implementation of new business models, new services offering.

- Be a strong advisor to executive management

- Maintains the culture of "Best in Class" finance team support.

- Coachs and develops the team


Education and Experience Required:
- Advanced degree strongly preferred.
- Typically 10+ years of experience in a finance function.
- Typically 2+ years of supervisory and/or leading a project team experience.


Knowledge and Skills:
Superior understanding of accounting principles and financial analysis.
Superior analytical skills.

Excellent business acumen.

Strong ability to work in a multi-dimension and complex environment
Excellent people management skills, including managing teams across countries
Excellent communication skills, catered to a wide variety of audiences.
Excellent consulting, influence, and negotiation skills.
Excellent multi-tasking and prioritization skills.

Job -

Finance

Schedule -

Full time

Shift -

No shift premium (Mexico)

Travel -

No

Relocation -

Equal Opportunity Employer (EEO) - 

HP, Inc. provides equal employment opportunity to all employees and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, citizenship, sexual orientation, age, disability, or status as a protected veteran, marital status, familial status, physical or mental disability, medical condition, pregnancy, genetic predisposition or carrier status, uniformed service status, political affiliation or any other characteristic protected by applicable national, federal, state, and local law(s).

Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence.

If you’d like more information about HP’s EEO Policy or your EEO rights as an applicant under the law, please click here: Equal Employment Opportunity is the Law Equal Employment Opportunity is the Law – Supplement

Hours: Mon to Thur (8.30am to 5.45pm) and Fri (8.30am to 5.15pm)

Salary: Up to S$4000

Location: Nanyang Avenue

Duration: Jun 2024 to Nov 2024 (6-month)

Responsibilities:

• Process Journal reclassification and Intra-company transactions
• Perform reconciliation of accounts e.g. intra-company related accounts
• Prepare monthly Balance Sheet Schedules and ageing analysis
• Prepare monthly Profit & Loss Schedules
• Monitor and follow up on aged items with respective stakeholders to ensure that Balance
• Sheet balances are current and up-to-date
• Verification of supporting documents and follow up on requests with discrepancies,
• incorrect or incomplete information
• Attend to queries from various Schools/Departments/Centers
• Provide support to external and internal auditors on retrieval of supporting documents and queries.
• Assist in other ad-hoc projects/ assignments as required

Requirements:

• Recognized Diploma/Degree in Accountancy or equivalent with minimum 2 years of relevant working experience
• Experience in General Ledger, reconciliation and financial closing activities preferred
• Knowledge of SAP financial system is an added advantage
• Good knowledge of Microsoft office applications (e.g. Excel, Words)

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

https://go.persolkelly.com/job/apply/5323/temporary-senior/finance-executive-(gl)-/-pioneer-mrt-

We regret to inform that only shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • Reg No: R23117066 (CHEW KIA ZHENG)

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Customer Service Representatives are a front-line brand ambassador representing Check N Go or Allied Cash Advance, both part of the CNG Holdings, Inc., family of companies. Our Customer Service Representatives embody the company’s identity in behavior, values, and ethics in support of our mission. The Customer Service Representative is responsible for ensuring outstanding customer service and regulatory excellence. 

Essential Duties:          

Minimum Education and Experience Required:

Physical Demands:

• Call center/retail/office environment

• Extensive cash handling

• Extended phone usage

• Long periods of standing

• Extended viewing of computer screens and typing

• Must be able to lift up to 50lbs, with or without reasonable accommodations

Travel / Attendance:

• Must be able to travel to all stores within the assigned district with personal vehicle

• May be asked to travel to neighboring districts

• May require overnight travel

• Must work assigned shifts as scheduled

Why Choose CNG Holdings, Inc. and Check ‘N Go/Allied Cash Advance:

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Our mission is to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.

Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.

CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

Commitment to Diversity:

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Customer Service Representatives are a front-line brand ambassador representing Check N Go or Allied Cash Advance, both part of the CNG Holdings, Inc., family of companies. Our Customer Service Representatives embody the company’s identity in behavior, values, and ethics in support of our mission. The Customer Service Representative is responsible for ensuring outstanding customer service and regulatory excellence. 

Essential Duties:          

Minimum Education and Experience Required:

Physical Demands:

• Call center/retail/office environment

• Extensive cash handling

• Extended phone usage

• Long periods of standing

• Extended viewing of computer screens and typing

• Must be able to lift up to 50lbs, with or without reasonable accommodations

Travel / Attendance:

• Must be able to travel to all stores within the assigned district with personal vehicle

• May be asked to travel to neighboring districts

• May require overnight travel

• Must work assigned shifts as scheduled

Why Choose CNG Holdings, Inc. and Check ‘N Go/Allied Cash Advance:

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Our mission is to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.

Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.

CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

Commitment to Diversity:

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role manages projects to deliver a specific product or transformation via a multi-disciplinary, highly skilled IT team.

The IT Software Service Delivery Manager oversees a team of technical specialists that enable the delivery of high-quality technology solutions to end users to meet business needs. Defining project needs and feeding these into the programme/portfolio/product process to enable resources to be appropriately allocated.

This role is core to decisions that build high performing teams, where people are excited about the work they are undertaking. The IT Software Service Delivery Manager is required to establish and manage expectations within the business and to drive the IT team to achieve those expectations to a high standard working closely with Product Owners, software delivery teams, 3rd Parties and Scrum Masters. IT Software Service Delivery Managers oversee employees, facilitate planning meetings, and ensure that products and services satisfy consumers, having a long-term focus. As leaders, IT Software Service Delivery Managers use strong communication skills to motivate and encourage employees. They also use strong interpersonal skills to build relationships with customers/stakeholders.

The successful incumbent will manage projects over 24 months to deliver a specific product or transformation via a multi-disciplinary, highly skilled IT team.

The IT Software Service Delivery Manager oversees a team of technical specialists that enable the delivery of high-quality technology solutions to end users to meet business needs. Defining project needs and feeding these into the programme/portfolio/product process to enable resources to be appropriately allocated. This role is core to decisions that build high-performing teams, where people are excited about the work they are undertaking. The IT Software Service Delivery Manager is required to establish and manage expectations within the business and to drive the IT software team to achieve those expectations to a high standard working closely with Product owners, delivery teams, 3rd Parties and Scrum Masters. IT Software Service Delivery Managers oversee employees, facilitate planning meetings, and ensure that products and services satisfy consumers, having a long-term focus. As leaders, IT Software Service Delivery Managers use strong communication skills to motivate and encourage employees. They also use strong interpersonal skills to build relationships with customers/stakeholders.

Key responsibilities will include amongst others the following;

• Lead a team of technical IT specialists.
• Provide support, supervision, training, direction and mentorship in tech development, support and service delivery.
• Delivering complex projects, breaking down barriers for your team and both planning at a higher level and getting into the detail to make things happen when needed.
• Monitor, control and support software service delivery; ensuring systems, methodologies and procedures are in place and followed.
• Give inputs to best practices in IT.
• Ensure that policies and procedures are followed.
• Ensure that teams are improving performance, service, and product quality.
• Use gathered information and research to target areas that need improvement.
• Ensure team members are familiar with IT service delivery processes and best practices.
• Work with change management throughout the SDLC process

Operations and Development

• Process efficiency and effectiveness.
• In-scope process optimization.
• Operational compliance.
• Oversee and guide link delivery process from start to finish.

Effort Management

• Customer (user) satisfaction.
• Good communication around issues and opportunities – get things done, make things happen.
• Building, maintaining and analysing service reports to address any possible delays before it occurs.
• Drive deliverables through industry-standard life cycles by establishing a reputable, well-managed team and delivery environment.

Organizational Management

• Manage software service delivery resources within budget and project schedules.
• Nurture, grow, and develop team members.
• Articulates the technical architecture, roadmap, and solution details to all stakeholders.

Minimum Requirements:

• Relevant tertiary qualifications
• 4 -6 years of managerial experience
• Experience working in an IT Agile Environment
• Experience working in a Banking Environment
• In-depth knowledge of the system development life cycle
• Knowledge of Agile methodologies
• 3rd party/vendor Management
• Strong communication skills to motivate and lead
• Ability to lead a team of technical specialists
• Strategic Thinking
• Innovation
• Changing and improving
• Making effective decisions
• Leading and communicating
• Collaborating and partnering
• Managing a quality service
• Delivering at pace
• Strong technical knowledge of the following;
• Software knowledge
• Technical experience in a delivery environment
• Leadership – IT essential leadership skills to encourage teamwork and motivate employees
• Strong problem-solving skills
• Detail-oriented and diligent

Skills

Education

Closing Date

31 March 2024

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Customer Service Representatives are a front-line brand ambassador representing Check N Go or Allied Cash Advance, both part of the CNG Holdings, Inc., family of companies. Our Customer Service Representatives embody the company’s identity in behavior, values, and ethics in support of our mission. The Customer Service Representative is responsible for ensuring outstanding customer service and regulatory excellence. 

Essential Duties:          

Minimum Education and Experience Required:

Physical Demands:

• Call center/retail/office environment

• Extensive cash handling

• Extended phone usage

• Long periods of standing

• Extended viewing of computer screens and typing

• Must be able to lift up to 50lbs, with or without reasonable accommodations

Travel / Attendance:

• Must be able to travel to all stores within the assigned district with personal vehicle

• May be asked to travel to neighboring districts

• May require overnight travel

• Must work assigned shifts as scheduled

Why Choose CNG Holdings, Inc. and Check ‘N Go/Allied Cash Advance:

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Our mission is to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.

Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.

CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

Commitment to Diversity:

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.

Company Profile

As Singapore’s leading provider of comprehensive life insurance for over 90 years, they have attained world accredited accolades in providing security to consumers’ lives. They have delivered a suite of product offerings and expert advisory through their extensive network of financial consultants and bank partners.

This role is a back-end administrative support to financial consultants, therefore no sales are involved.

Work location: Work-from-home or Newton (depending on allocation during interview)

Working hours: Flexible (Catered to your schedule – minimally 40 to 60 hours per month)

Responsibilities:

• Assisting consultants to provide great sales support for their own pool of clients & schedule in-person sessions for them.
• Ensuring the client database is accurately updated so that different categories of clients can be identified more efficiently.
• Support backend operations such as submission of business & reimbursement policy forms with great efficiency.
• Writing an essay report on current financial trends (if required).

Requirements:

• Candidates that are looking for a jumpstart to the Finance industry are welcome (no sales involved).
• *Convertible to full-time direct sales if you have the passion for it
• Min. A’ Level/Diploma with a local educational institute

Your recruiter for this job: WhatsApp Celine @ 8494 0873 for a quicker response.

Connect with me on LinkedIn: www.linkedin.com/in/your-recruiter-celine-chan

Interested candidates may apply directly as well. For more job opportunities, follow SnatchJobs on Telegram: https://t.me/sgfulltimers

Celine Chan | R21103433

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Customer Service Representatives are a front-line brand ambassador representing Check N Go or Allied Cash Advance, both part of the CNG Holdings, Inc., family of companies. Our Customer Service Representatives embody the company’s identity in behavior, values, and ethics in support of our mission. The Customer Service Representative is responsible for ensuring outstanding customer service and regulatory excellence. 

Essential Duties:          

Minimum Education and Experience Required:

Physical Demands:

• Call center/retail/office environment

• Extensive cash handling

• Extended phone usage

• Long periods of standing

• Extended viewing of computer screens and typing

• Must be able to lift up to 50lbs, with or without reasonable accommodations

Travel / Attendance:

• Must be able to travel to all stores within the assigned district with personal vehicle

• May be asked to travel to neighboring districts

• May require overnight travel

• Must work assigned shifts as scheduled

Why Choose CNG Holdings, Inc. and Check ‘N Go/Allied Cash Advance:

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Our mission is to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.

Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.

CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

Commitment to Diversity:

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.

Salary: P35,000 to P38,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 2 years of work experience in end-to-end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find.
• Share the Game Plan with customers for review and e-signature.
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
• Facilitate application validation and final checks in Apply Online.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initially Office Based Training and will transition to Home-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers’ lives & the communities we serve. Our Customer Service Representatives are a front-line brand ambassador representing Check N Go or Allied Cash Advance, both part of the CNG Holdings, Inc., family of companies. Our Customer Service Representatives embody the company’s identity in behavior, values, and ethics in support of our mission. The Customer Service Representative is responsible for ensuring outstanding customer service and regulatory excellence. 

Essential Duties:          

Minimum Education and Experience Required:

Physical Demands:

• Call center/retail/office environment

• Extensive cash handling

• Extended phone usage

• Long periods of standing

• Extended viewing of computer screens and typing

• Must be able to lift up to 50lbs, with or without reasonable accommodations

Travel / Attendance:

• Must be able to travel to all stores within the assigned district with personal vehicle

• May be asked to travel to neighboring districts

• May require overnight travel

• Must work assigned shifts as scheduled

Why Choose CNG Holdings, Inc. and Check ‘N Go/Allied Cash Advance:

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Our mission is to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve.

Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families.

CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

Commitment to Diversity:

We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.