Service Representative
Job Description
At Octalas BasS, the Finance Department plays a critical role in ensuring smooth financial operations, accurate reporting, and exceptional service delivery. The Service Representative will act as a key liaison between clients, internal teams, and financial partners — providing support, resolving queries, and maintaining high standards of service efficiency. This role requires a detail-oriented professional who thrives in a fast-paced financial environment and understands the importance of confidentiality, precision, and customer care.
Responsibilities
Handle customer inquiries related to financial transactions, statements, reconciliations, and account activities.
Support onboarding of new clients by collecting documents, assisting with compliance steps, and coordinating with internal departments.
Process and verify financial requests such as transfers, settlements, and account adjustments.
Maintain accurate and up-to-date records in accordance with internal policies and regulatory requirements.
Collaborate with Finance, Operations, and Compliance teams to resolve client issues efficiently.
Escalate complex cases appropriately to ensure timely problem resolution.
Assist in the preparation of financial reports, summaries, and departmental documentation.
Uphold the highest standards of professionalism, confidentiality, and service excellence.
Contribute to continuous process improvements within the Finance Department.
Requirements
Education: Bachelor’s Degree in Finance, Accounting, Business, or a related field
Experience: 1–3 years in a finance, banking, payments, or customer service environment
Skills:
Strong analytical and numerical skills
Excellent communication and interpersonal abilities
Proficiency in financial systems, CRM tools, and MS Office
High attention to detail and exceptional organisational skills
Ability to manage pressure and deliver accurate work within deadlines
Customer-focused mindset and problem-solving attitude
Salary
$85,000 - $90,000 Per Year
Vacancy
2 Vacancy Available
Allowances
Medical Expenses & Travel
Paid Leave
26 Days of Annual Leave
