Account Specialist

Manila Bankers Life Insurance; Makati; On-site; PHP 334,800 - 446,400; Full time

Job summary

A financial services provider in Metro Manila is seeking an experienced professional to manage and maintain client accounts. The role involves responding to inquiries, assisting in financial reporting, and coordinating with other departments. Ideal candidates will have a bachelor's degree in Business Accounting, strong communication skills, and at least two years of relevant experience. This position emphasizes detail orientation and the ability to work well in a team environment.

Qualifications

• 2 years of relevant experience in client account management.
• Detail-oriented with strong organizational skills.
• Ability to work collaboratively in a team setting.

Responsibilities

• Manage and maintain client accounts ensuring accuracy of information.
• Respond to client inquiries and provide timely support.
• Assist in the preparation of financial reports and account reconciliations.
• Coordinate with other departments to resolve client issues effectively.
• Monitor account performance and identify opportunities for improvement.

Skills

Strong communication skills

Interpersonal skills

Proficiency in Microsoft Office Suite

Education

Bachelors degree in Business Accounting or related field

Job description

Responsibilities

• Manage and maintain client accounts ensuring accuracy of information.
• Respond to client inquiries and provide timely support.
• Assist in the preparation of financial reports and account reconciliations.
• Coordinate with other departments to resolve client issues effectively.
• Monitor account performance and identify opportunities for improvement.

Requirements

• Educational Qualifications: Bachelors degree in Business Accounting or related field
• Experience Level: 02 years
• Skills and Competencies: Strong communication and interpersonal skills
• Skills and Competencies: Proficiency in Microsoft Office Suite
• Qualities and Traits: Detail-oriented and organized
• Qualities and Traits: Ability to work collaboratively in a team environment
• Responsibilities and Duties: Eager to learn and adapt to new challenges