Service Representative

Octalas Baas; Dubai; On-site; AED 78,000 - 134,000; Full time

Job summary

Octalas Baas is seeking a Service Representative for the Finance Department to act as a liaison between clients, internal teams, and financial partners, handling inquiries, supporting onboarding, and ensuring accuracy and confidentiality in a fast-paced environment.

The role requires a bachelor’s degree in finance, accounting, or related field, with 1–3 years in finance or customer service and strong analytical and communication skills. Proficiency in CRM tools and MS Office is preferred.

Qualifications

• Bachelor’s degree in finance, accounting, business, or related field.
• 1–3 years in finance, banking, payments, or customer service.
• Strong analytical and numerical skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial systems, CRM tools, and MS Office.
• High attention to detail and organisational skills.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Handle customer inquiries related to financial transactions and account activity.
• Support onboarding of new clients and collect required documents.
• Process transfers, settlements, and account adjustments.
• Maintain accurate records per internal policies and regulatory requirements.
• Collaborate with Finance, Operations and Compliance to resolve issues.
• Escalate complex cases to ensure timely resolution.
• Assist in preparing financial reports and departmental docs.
• Uphold confidentiality and professional service.

Skills

Analytical skills

Numerical skills

Communication skills

CRM tools

MS Office

Education

Bachelor's degree in Finance/Accounting/Business

Tools

CRM tools

MS Office

Job description

At Octalas BasS, the Finance Department plays a critical role in ensuring smooth financial operations, accurate reporting, and exceptional service delivery. The Service Representative will act as a key liaison between clients, internal teams, and financial partners — providing support, resolving queries, and maintaining high standards of service efficiency. This role requires a detail-oriented professional who thrives in a fast-paced financial environment and understands the importance of confidentiality, precision, and customer care.

Responsibilities

Handle customer inquiries related to financial transactions, statements, reconciliations, and account activities.

Support onboarding of new clients by collecting documents, assisting with compliance steps, and coordinating with internal departments.

Process and verify financial requests such as transfers, settlements, and account adjustments.

Maintain accurate and up-to-date records in accordance with internal policies and regulatory requirements.

Collaborate with Finance, Operations, and Compliance teams to resolve client issues efficiently.

Escalate complex cases appropriately to ensure timely problem resolution.

Assist in the preparation of financial reports, summaries, and departmental documentation.

Uphold the highest standards of professionalism, confidentiality, and service excellence.

Contribute to continuous process improvements within the Finance Department.

Requirements

Education: Bachelor’s Degree in Finance, Accounting, Business, or a related field
Experience: 1–3 years in a finance, banking, payments, or customer service environment
Skills:

Strong analytical and numerical skills

Excellent communication and interpersonal abilities

Proficiency in financial systems, CRM tools, and MS Office

High attention to detail and exceptional organisational skills

Ability to manage pressure and deliver accurate work within deadlines

Customer-focused mindset and problem-solving attitude