Finance Associate w/ CS Background


Role Overview:

Finance Associate (w/ CS Background) will be part of the finance and operations team, but will have customer facing roles specifically in handling finance related questions, issues, and concerns.

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Key Responsibilities

Managing and recording day-to-day transactions in books of accounts.

Accounts Receivable: Invoice verification, Payment follow-up with the customers and ensure timely payments from customers, preparation of Age wise receivables outstanding.

Reconciliations: Bank accounts, Customer accounts, Vendor accounts, and Intercompany.

Attend, identify and assess customer's finance related needs via emails, social media channels, and Investagrams' platform to achieve customer satisfaction

Attend to customer feedback and complaints and provide appropriate and prompt solution and conduct follow through to ensure resolution

Go the extra mile to engage customers and build relationship through open and interactive communication

Work with the Operations and Finance team to ensure proper customer information of product updates and releases are being delivered

Contribute to team effort by accomplishing related tasks as needed

What you should have

Must be a college graduate related in banking and finance industry

Minimum of 1-year experience in Finance Associate role in banking and finance industry

Preferably with experience in customer service related roles

Must be available to work on shifting, holidays and weekends

Must have strong analytical skills and attention to detail

Knowledge about investments is a plus

Excellent verbal and written communication skills

Ability to remain professional and courteous to the customers at all times

Ability to multitask, prioritize and manage time effectively