Financial Support Specialist

hace 4 días


San José, San José, Costa Rica Business Financial Group A tiempo completo

**Job Description**

 

As a Client Service Associate at Business Financial Group, you will be responsible for providing exceptional client support and sales support to our clients. This includes:

  • Overseeing new client onboarding and conducting training sessions for the client portal
  • Managing incoming client requests via email, phone, fax, and text
  • Processing and organizing client documents, including sorting, merging, duplicating, and saving files using PDF software
  • Tracking and managing projects and tasks, prioritizing them based on due dates and urgency
  • Making collection calls to clients when necessary
  • Acting as a liaison between the Accounting Team and clients to obtain missing documents and information, including making follow-up calls
  • Drafting and sending client communications as needed
  • Handling inbound phone calls, directing them to the appropriate department or personnel
  • Providing online chat support for sales and production inquiries

 

**Requirements**

  • Bachelor's degree in a business-related field
  • Minimum of two years of experience in client service
  • Proven experience in project, task, and ticket management

 

**Career Growth Opportunities**

  • Continuous training and development in client relationship management, sales, and leadership
  • Opportunities to transition into senior roles within the sales department

 



  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Zm Financial Systems is a leading provider of financial data solutions. We are committed to delivering high-quality services to our clients, and we are seeking a skilled Data Support Specialist to join our team.The successful candidate will be responsible for conducting multiple data-related processes, including but not limited to documents download...


  • San José, San José, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completo

    **Job Overview**We are seeking a highly skilled Financial Planning Specialist to join our team at Amzn Support Srvcs Costa Rica. This role is responsible for performing in function/category specific Financial Planning & Analysis activities, working closely with business partners to deliver reporting and analysis work.Key Responsibilities:Perform financial...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower our customers to make informed decisions by providing them with accurate and timely financial information.Mission-driven professionals like you play a vital role in shaping the future of our organization. We're looking for a skilled Financial Analysis Specialist to join our Investor Relations team.Job Summary:We are...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower individuals to make informed decisions by providing cutting-edge financial analytics and reporting solutions. As a Business Planning Specialist, you will play a vital role in supporting our financial planning and analysis processes.Key Responsibilities:Support the execution of financial planning and analysis processes,...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    We are looking for a highly motivated and detail-oriented individual to join our team as a Business Performance Specialist.In this role, you will be responsible for providing critical support to our Finance organization through all phases of financial planning and analysis processes.Your primary objectives will include:Providing basic/intermediate support on...


  • San José, San José, Costa Rica Msd A tiempo completo

    About the RoleAs a Financial Analysis Specialist, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Key responsibilities include:Reviewing and reconciling financial statementsAnalyzing financial data to identify areas of improvementDeveloping and implementing process...


  • San José, San José, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completo

    The Financial Analytics Specialist will be responsible for identifying opportunities for automation within a software process and collaborating with other teams to help discover and eliminate problems by gathering requirements and implementing process automation.Responsibilities:Gather requirements from clients, customers or end-users to develop the best...


  • San José, San José, Costa Rica Raymond James Financial A tiempo completo

    **Overview:**We are seeking a highly skilled Registered Client Service Associate to join our dynamic team. As a key member of our organization, you will be responsible for delivering exceptional service to clients, supporting financial advisors, and driving business growth.Main Responsibilities:Provide high-quality service to clients, handling inquiries,...

  • Financial Planner

    hace 6 días


    San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower individuals to make informed decisions by providing accurate and timely financial data.We are seeking a highly skilled Financial Planner to join our team. As a key member of our Finance organization, you will be responsible for providing financial analytics and reporting related to our MA consolidation function.Your...


  • San José, San José, Costa Rica Convera A tiempo completo

    Job OverviewThe role of a Financial Transaction Specialist is to facilitate effective identification and resolution of customer and banking partner enquiries related to payment transactions. This involves building and maintaining relationships with key internal and external stakeholders to ensure service level agreements (SLAs) and key performance indicators...


  • San José, San José, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completo

    Company OverviewAt Amzn Support Srvcs Costa Rica, we are seeking a highly skilled Financial Risk Management Specialist to join our team.Job SummaryThis role is responsible for identifying and preventing erroneous invoices and payments. The successful candidate will work closely with the operations teams to meet program objectives and improve the team's...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Zm Financial Systems is dedicated to delivering exceptional financial services, and as a Financial Operations Coordinator, you will be at the forefront of this mission. Your primary responsibility will be to provide financial analytics and reporting related to our consolidation function.Responsibilities:Support all phases of the financial planning and...

  • Financial Data Analyst

    hace 3 días


    San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower people to make better decisions and achieve brighter futures. Our mission is to be the Agency of Choice for our customers, employees and future employees.We are looking for a highly skilled Financial Data Analyst to join our team in ROC. As a Financial Data Analyst, you will have a significant input to the ratings and...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    About Zm Financial SystemsWe empower people to make better decisions and achieve brighter futures. Our workplace culture supports our mission to be the Agency of Choice for our customers, employees, and future employees.We focus on Excellence, embodying behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect, and Passion. Our people...


  • San José, San José, Costa Rica Infotree Global Solutions A tiempo completo

    About the JobAt Infotree Global Solutions, we are seeking a highly skilled Senior Financial Reporting Specialist to join our team. This is a contract position for 03 months with a salary range of ¢550,000.00 - ¢600,000.00 per month.ResponsibilitiesProvide financial reporting support to the data network team.Develop high-level models to estimate savings...


  • San José, San José, Costa Rica Pfizer A tiempo completo

    **Role Overview**Pfizer is a global biopharmaceutical company that discovers, develops, and delivers innovative medicines to treat and help prevent disease for people. We are seeking a highly skilled Financial Operations Specialist to join our team.Key ResponsibilitiesContribute to the completion of project milestones and organize own work to meet project...


  • San José, San José, Costa Rica Solen Software Group A tiempo completo

    **Job Summary**:We are seeking a highly skilled Financial Operations Specialist to join our team at Solen Software Group. In this role, you will play a crucial part in ensuring the accuracy and timeliness of our financial records.Key Responsibilities:

  • Financial Analyst

    hace 2 semanas


    San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.Moody's Shared Services are the front line professionals including Finance, Technology, Legal, Compliance and Human Resources, that...


  • San José, San José, Costa Rica Lonza A tiempo completo

    At Lonza, we strive for excellence in life sciences by leveraging the expertise of talented individuals like you. As a Financial Reporting Specialist, you will play a pivotal role in ensuring the accuracy and timeliness of our financial records and transactions.Key Responsibilities:Ensure month, quarter, and year-end tasks are executed with precision and...


  • San José, San José, Costa Rica Lonza A tiempo completo

    At Lonza, we are dedicated to improving lives through innovative solutions in life sciences. As a global leader, our work has a profound impact on millions of people worldwide. We believe that the key to our success lies not only in our scientific expertise but also in the talent and dedication of our employees. In this role as Financial Operations...