Account Manager
Tendo by Tonik
Date: 2 days ago
City: Pasig City
Contract type: Full time
We are seeking an experienced Account Manager to join our team and manage relationships with our business clients for our company offering payroll-enabled financial services. The successful candidate will be responsible for building and maintaining relationships with clients to ensure satisfaction, customer loyalty, and retention.
Requirements:
- Bachelor’s degree in Business Administration, Finance, Operations Management or related field.
- At least two (2) years of professional experience in account management, finance operations or a related field.
- Strong communication and interpersonal skills.
- Proficiency at using Microsoft Excel and Google Suite.
- Ability to build and maintain strong client relationships.
- Willingness and ability to meet clients face to face.
- Knowledge of financial products and services.
- Adept at multitasking and possesses strong attention to detail, and organizational skills
- Self-starter, able to learn using new tools quickly and work in a fast-evolving environment.
- Good to have: experience using CRM software such as Salesforce, Zendesk, Hubspot.
Responsibilities:
- Manage client accounts and ensure timely and accurate processing of loan and salary deduction transactions.
- Provide guidance and support to clients on financial products and services offered by the company.
- Collaborate with internal teams to ensure client needs are met and issues are resolved in a timely manner.
- Facilitate onboarding of new employer partners.
- Conduct regular check-ins with clients to assess their needs and gather feedback.
- Prepare and send regular statements of accounts to clients.
- Follow up with clients to ensure receipt and understanding of statements of accounts.
- Issue acknowledgements of receipts for payments received from clients.
- Maintain accurate records of statements of accounts and acknowledgements of receipts.
BENEFITS:
- HMO on Day 1 with 2 FREE Dependents
- Hybrid Set-up (once a week onsite)
- Company-provided Laptop/Mobile
- Internet Allowance
If you are a highly motivated individual with a passion for providing exceptional service to clients, we encourage you to apply for this exciting opportunity.
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