Client Services Specialist - Financial Data Entry (Night Shift)

MicroSourcing International; Quezon City; On-site; PHP 335,000 - 580,000; Full time

Benefits offered by this job

Competitive rewards

Collaborative culture

Flexible work arrangements

Career growth

Inclusive teamwork

Job summary

MicroSourcing is seeking a Client Service Associate to input financial data into multiple software systems, ensuring accuracy and confidentiality. The role emphasizes attention to detail, efficiency, and strong computer skills.

Nightshift, onsite in QC, Philippines, with opportunities to grow within a global offshore services provider. The ideal candidate will work with MoneyGuidePro, Salesforce, and Orion and collaborate across teams to meet deadlines.

Qualifications

• Knowledge of the insurance and financial services industry.
• Strong computer skills and familiarity with financial software systems.
• Experience or familiarity with estate planning and U.S. tax concepts is a plus.

Responsibilities

• Input financial data into various software systems and verify accuracy.
• Maintain confidentiality of all sensitive information.

Skills

MoneyGuidePro

Salesforce

Orion

Office 365

Insurance industry knowledge

Estate planning knowledge

U.S. tax knowledge

Investments knowledge

Tools

MoneyGuidePro

Salesforce

Orion

Office 365

Job description

MicroSourcing is seeking a Client Service Associate to input financial data into multiple software systems, ensuring accuracy and confidentiality. The role emphasizes attention to detail, efficiency, and strong computer skills.

Nightshift, onsite in QC, Philippines, with opportunities to grow within a global offshore services provider. The ideal candidate will work with MoneyGuidePro, Salesforce, and Orion and collaborate across teams to meet deadlines.