CUSTOMER SUPPORT WITH BOOKEEPING

CLIENT - DISCLOSED UPON JOB OFFER

MAKATI CITY On-site 15,290 - 17,000

JOB DESCRIPTION:

The Customer Support with Bookkeeping representative is responsible for delivering client service while maintaining financial and accounting records. This role manages incoming customer inquiries, resolves product or service issues, and handles core bookkeeping tasks such as processing invoices, reconciling client accounts, and updating financial ledgers. Working at the intersection of customer operations and accounting, this position ensures seamless client satisfaction and accurate financial recordkeeping.

JOB REQUIREMENTS/QUALIFICATIONS:

●With Bookkeeping NC III Certification achieved recently or within the past 2 years

●With or without experience

●Able to commute to or is a resident of Makati or nearby areas

●With Social Media skills Of good character and suitable communication skills

JOB RESPONSIBILITIES:

●Respond to customer inquiries via phone, email, and chat.

●Resolve customer issues in a timely and efficient manner.

●Document customer interactions and maintain accurate records.

●Escalate complex issues to the appropriate departments.

●Follow up with customers to ensure their issues are resolved.

●Provide product information and troubleshooting assistance.

●Process orders, returns, and exchanges.

●Maintain a high level of product knowledge.

●Identify and report trends in customer issues.

●Collaborate with team members to improve customer service processes.

●Meet or exceed performance metrics and targets.

●Participate in training and development programs.

●Assist with special projects as needed.

●Provide feedback to management on customer service improvements.

●Maintain a positive and professional demeanor at all times.

●Adhere to company policies and procedures.

●Handle customer complaints and provide appropriate solutions.

●Ensure customer satisfaction and build long-term relationships.

●Stay up-to-date with product and service changes.

●Contribute to a positive team environment.

Customer Inquiry Resolution: Respond promptly to customer inquiries via phone, email, or chat, addressing questions regarding services, account details, and billing.

Invoicing & Billing Management: Prepare, issue, and send accurate invoices to clients, processing incoming payments and managing accounts receivable.

Account Reconciliation: Perform regular reconciliations of bank statements, client accounts, and financial transactions to identify and resolve discrepancies.

Data Entry & Ledger Maintenance: Enter financial transactions, receipts, and expenditures into the bookkeeping system or software to maintain clean, up-to-date general ledgers.

Issue Escalation & Troubleshooting: Research complex customer account or billing issues, coordinating with management or accounting teams to ensure timely resolution.

Reporting & Administrative Support: Generate basic financial summaries, assist with routine closing activities, and maintain organized digital filing systems for audit readiness.