CSR - Financial Services & BPO Support Specialist

Foundever®; Pasig; On-site; PHP 350,000 - 520,000; Full time

Job summary

Foundever® in Pasig, Philippines is seeking a customer service representative in a financial services environment. You will handle inbound calls promptly, transferring to the correct Paychex line, and educate clients on resolution pathways.

You will maintain knowledge of Paychex products such as Taxpay, Direct Deposit, Readychex, and payroll-related tools; ensure compliance with Fair Debt Collections Act and NACHA; monitor call metrics and follow training guidelines to minimize risk.

Qualifications

• 1+ year of Financial Services experience, preferably Accounts Receivable.
• BPO industry customer service experience preferred.
• Payroll and Accounting experience preferred.

Responsibilities

• Handle inbound calls promptly and transfer to the correct Paychex line.
• Educate clients and internal partners on resolution pathways and processes.
• Develop and maintain knowledge of Paychex products (Taxpay, Direct Deposit, Readychex, etc.).
• Research and route inbound calls to appropriate teams.
• Maintain daily call targets based on performance metrics.
• Follow department policies to ensure daily compliance.
• Verify client status and contact details per training to mitigate risk.
• Ensure adherence to applicable regulatory requirements and internal standards.

Skills

Customer service

Financial services

Accounts receivable

BPO experience

Payroll knowledge

Tools

Paychex products

Job description

Foundever® in Pasig, Philippines is seeking a customer service representative in a financial services environment. You will handle inbound calls promptly, transferring to the correct Paychex line, and educate clients on resolution pathways.

You will maintain knowledge of Paychex products such as Taxpay, Direct Deposit, Readychex, and payroll-related tools; ensure compliance with Fair Debt Collections Act and NACHA; monitor call metrics and follow training guidelines to minimize risk.