Financial CSR (Accounts Receivable Specialist) | START ASAP!

Foundever®; Pasig; On-site; PHP 335,000 - 469,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

Foundever in the Philippines seeks a Customer Service Specialist to handle inbound calls, accurately routing to the correct Paychex contact and educating clients and internal teams on resolution pathways.

The role requires building knowledge of Paychex products and strict adherence to regulatory and internal standards, with a focus on quality service and KPI achievement.

Qualifications

• At least 1 year of Financial Services experience, preferably Accounts Receivable.
• Experience in Customer Service in the BPO industry is preferred.
• Experience in Payroll and Accounting is preferred.

Responsibilities

• Handle inbound calls and transfer to the appropriate Paychex number in a timely manner.
• Educate internal and external customers on resolution pathways and Paychex processes.
• Develop and maintain knowledge of Paychex products (Taxpay, Direct Deposit, Readychex, Garnishments, 401(k), Workers Compensation, Health & Benefits, Time & Attendance) to inform decisioning.
• Research and resolve inquiries from internal partners and clients and route to the correct team.
• Maintain daily call requirements based on KPI expectations.
• Follow department policies to ensure daily compliance.
• Adhere to Fair Debt Collections Practices Act, NACHA and other regulations; uphold internal Compliance/Legal standards.

Skills

Financial services experience

Customer service experience

Payroll knowledge

Job description

Duties & Responsibilities:

• Responsible for the timely handling of inbound calls and accurately transferring to the appropriate Paychex phone number.
• Provides quality customer service to internal/external customers by educating clients, branches, product areas on resolution pathways.
• Develops and maintains basic knowledge of Paychex products including, but not limited to, Taxpay, Direct Deposit, Readychex, Garnishments, 401(k), Workers Compensation, Health and Benefits, Time and Attendance and their corresponding systems to accurately make decisions on the resolution pathway.
• Researches and resolves inbound calls from internal partners and clients and routes to the appropriate team.
• Maintains daily call requirements based on key indicator performance expectations.
• Maintains department policies/procedure to ensure daily compliance.
• Evaluates client status, validates contact information, and follows training guidelines to ensure appropriate communications are leveraged to mitigate risk and exposure to Paychex.
• Ensures adherence to the Fair Debt Collections Practices Act, NACHA and other applicable regulatory agencies, and follows internal Compliance/Legal standards.

Qualifications:

• At least 1 year of Financial Services experience, preferably Accounts Receivable.
• Experience in Customer Service in the BPO industry is preferred.
• Experience in Payroll and Accounting is preferred.

Equal Opportunity Employer

Foundever is an equal opportunity employer that values diversity and inclusion. We do not discriminate on the basis of race, color, national origin, religion, gender identity or expression, sexual orientation, marital status, veteran status, disability status, or any other characteristic protected by applicable local laws.