CrawlJobs Logo

Customer Financial Services Representative

Portugal, Porto · Job Posted March 24, 2026
Apply Position
Job Link Share

Job Description

Join FedEx as part of our Financial Services – Resolution Hub Team, where you’ll handle complex financial transactions and resolve escalations to ensure an exceptional customer experience. You’ll guide BPO providers, support legal cases, assist Sales, and contribute to policy improvements. Strong Excel skills and English proficiency are essential; additional languages and finance background are a plus. We value detail orientation, problem-solving, and a customer-focused mindset. Enjoy a competitive package, hybrid work model, and extensive learning opportunities. Be part of a global leader and shape the future of logistics with us!

Job Responsibility

  • Executes complex transactions for NFC customers not supported by BPO provider
  • Provides guidance to BPO provider on issue resolution to facilitate transaction execution
  • Develops and communicates mitigation plans for issues identified
  • Provides escalations that need immediate end-to-end resolution and feedback to customers and internal stakeholders
  • Assists in legal case support to ensure ability to minimize penalties and decreased customer experience
  • Supports sales in escalations where business is at risk
  • Provides support to sales on any questions that may arise when a customer is activated
  • Provides input on policy modifications/enhancements
  • Provide support in specific areas raise by SHS/BPO on regional/local specific
  • Enhanced BP support - for handling escalations from BPO/Sales/BP Support customers to resolve STC related issues

Requirements

  • Background in Finance is advantageous
  • Experience with Excel (Mandatory)
  • Ability to read, write and communicate in English in a business environment setting
  • Other desired languages are German, Dutch, Italian, Spanish (B2 Level)
  • Ability to pay close attention to detail
  • High degree of customer orientation
  • Good Problem solving and analytical skills
  • Keen to learn and approach subjects outside of comfort zone and propose suggestions for improvement
  • Experience working with third party auditors / customer portals (Plus)
  • Experience in an international environment or similar (Plus)

Nice to have

  • Background in Finance is advantageous
  • Other desired languages are German, Dutch, Italian, Spanish (B2 Level)
  • Experience working with third party auditors / customer portals
  • Experience in an international environment or similar

What we offer

  • Attractive compensation package
  • Health Insurance for you and your family members (Optional)
  • Life Insurance (*applicable for FedEx positions with a permanent contract)
  • Pension Fund (*applicable for FedEx positions with a permanent contract)
  • Hybrid Working Model (2 days working from home and 3 days working at the office)
  • Training to get you started and on-the-job learning opportunities
  • Extensive learning resources to further develop your skills and knowledge
  • Tuition Assistance Program (*applicable for FedEx positions with a permanent contract)
  • Employee Assistance Program for you and your family in difficult life situations
  • Employee reduced-rate shipping
  • Great career opportunities
  • Schedule - daily shift Monday to Friday

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Customer Financial Services Representative

8 matching positions

Customer Financial Services Representative

Rocky Brands is a leading designer, manufacturer and marketer of premium quality...
Location
Location
United States , Nelsonville
Salary
Salary:
16.00 USD / Hour
lehighoutfitters.com Logo
Lehigh Outfitters, LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong problem solving, interpersonal, and financial analysis skills
  • Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
  • Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required
  • Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
  • Preferred: Associate Degree in Finance, Accounting, or related field
  • Directly related experience in finance or accounting and in progressively responsible positions desirable
  • In lieu of degree, 1-3 years of related experience that yields equivalent level of knowledge, skills, and experience
Job Responsibility
Job Responsibility
  • Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
  • Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
  • Work individually and as a team member to achieve set collection goals and objectives
  • Analyze customer account to determine best solution to resolve invoicing issues and document resolution
  • Initiate calls to customers in order to secure payment for past due balances and negotiate and arrange payment plans for customers unable to pay within terms
  • Process customer credit card payments as needed to pay down open balances
  • Follow the Standard Work Schedule provided by management to efficiently work assigned accounts
  • Utilize the Customer Relationship Management system (CRM) to verify and update account information, record names, conversations, and establish follow-up tasks
  • Document, track and resolve customer issues and complaints
  • Collaborate with all internal departments to assure customers’ needs are met
  • Fulltime
Read More
Arrow Right

Customer Financial Services Representative

The Customer Financial Services Representative position will be responsible for ...
Location
Location
United States , Nelsonville
Salary
Salary:
Not provided
lehighoutfitters.com Logo
Lehigh Outfitters, LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge of accounting principles, credit and collection policies and procedures, and credit risk
  • Strong problem solving, interpersonal, and financial analysis skills
  • Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
  • Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers
  • Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
  • Associate Degree in Finance, Accounting, or related field
  • In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience
Job Responsibility
Job Responsibility
  • Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
  • Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
  • Sales tax certificate setup, validation and maintenance for new or existing customers
  • Work individually and as a team member to achieve set collection goals and objectives
  • Analyze customer account to determine best solution to resolve invoicing issues and document resolution
  • Initiate calls to customers to secure payment for past due balances and negotiate payment plans
  • Process customer credit card payments
  • Follow Standard Work Schedule
  • Utilize Customer Relationship Management system (CRM) to verify and update account information
  • Document, track and resolve customer issues and complaints
  • Fulltime
Read More
Arrow Right

Customer Financial Services Representative 1

Summary The Customer Financial Services Representative position will be responsi...
Location
Location
United States , Nelsonville
Salary
Salary:
16.00 USD / Hour
rockybrands.com Logo
Rocky Brands
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Requires knowledge of accounting principles, credit and collection policies and procedures, and credit risk
  • Strong problem solving, interpersonal, and financial analysis skills. Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
  • Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required
  • Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc
  • Associate Degree in Finance, Accounting, or related field. Directly related experience in finance or accounting and in progressively responsible positions desirable. In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience
Job Responsibility
Job Responsibility
  • Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
  • Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
  • Sales tax certificate setup, validation and maintenance for new or existing customers
  • Work individually and as a team member to achieve set collection goals and objectives
  • Analyze customer account to determine best solution to resolve invoicing issues and document resolution
  • Initiate calls to customers in order to secure payment for past due balances and negotiate and arrange payment plans for customers unable to pay within terms
  • Process customer credit card payments as needed to pay down open balances
  • Follow the Standard Work Schedule provided by management to efficiently work assigned accounts
  • Utilize the Customer Relationship Management system (CRM) to verify and update account information, record names, conversations, and establish follow-up tasks
  • Document, track and resolve customer issues and complaints
  • Fulltime
Read More
Arrow Right

Customer Financial Services Representative 1 - Account Set Up

The Customer Financial Services Representative position will be responsible for ...
Location
Location
United States , Nelsonville
Salary
Salary:
Not provided
lehighoutfitters.com Logo
Lehigh Outfitters, LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Requires knowledge of accounting principles, credit and collection policies and procedures, and credit risk
  • Strong problem solving, interpersonal, and financial analysis skills
  • Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
  • Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required
  • Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
  • Associate Degree in Finance, Accounting, or related field
  • Directly related experience in finance or accounting and in progressively responsible positions desirable
  • In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience
Job Responsibility
Job Responsibility
  • Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
  • Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
  • Sales tax certificate setup, validation and maintenance for new or existing customers
  • Product Data Setup Functions
  • Manage the sales tax certificates email box
  • Create and update product data templates in ecommerce system
  • Ensure accuracy and completeness of core product attributes such as SKUs, descriptions, dimensions, weights, country of origin, pricing and images
  • Support product data setup activities under guidance from internal and external teams
  • Ensure required product attributes and documentation are completed in a timely manner
  • Assist with change requests and version updates related to customer product data needs
  • Fulltime
Read More
Arrow Right

Customer Financial Services Representative 1

The Customer Financial Services Representative position will be responsible for ...
Location
Location
United States , Nelsonville
Salary
Salary:
Not provided
rockybrands.com Logo
Rocky Brands
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Requires knowledge of accounting principles, credit and collection policies and procedures, and credit risk
  • Strong problem solving, interpersonal, and financial analysis skills
  • Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks
  • Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required
  • Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.
  • Associate Degree in Finance, Accounting, or related field
  • Directly related experience in finance or accounting and in progressively responsible positions desirable
  • In lieu of degree, 3-5 years of related experience that yields equivalent level of knowledge, skills, and experience
Job Responsibility
Job Responsibility
  • Manage assigned accounts and reduce accounts receivable balances by working with customers and the sales team
  • Recording customer payments, ensure payments are processed timely and within department standards and auditing guidelines
  • Sales tax certificate setup, validation and maintenance for new or existing customers
  • Work individually and as a team member to achieve set collection goals and objectives
  • Analyze customer account to determine best solution to resolve invoicing issues and document resolution
  • Initiate calls to customers in order to secure payment for past due balances and negotiate and arrange payment plans for customers unable to pay within terms
  • Process customer credit card payments as needed to pay down open balances
  • Follow the Standard Work Schedule provided by management to efficiently work assigned accounts
  • Utilize the Customer Relationship Management system (CRM) to verify and update account information, record names, conversations, and establish follow-up tasks
  • Document, track and resolve customer issues and complaints
  • Fulltime
Read More
Arrow Right

German Speaking Customer Service Representative - Financial Services

As a Customer Service Representative with Foundever®, you will be the face of ou...
Location
Location
United Kingdom
Salary
Salary:
23809.50 GBP / Year
foundever.com Logo
Foundever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English and German (written, spoken, and listening)
  • Previous experience in customer service, preferably in financial services
  • Computer literacy in Word-processing, Excel, internet and general systems
  • An ability to work under pressure, multitask and prioritise to deadlines
  • Strong communication and interpersonal skills at all levels
  • A detail-oriented mindset with a high level of attention to detail
  • Ability to take ownership of issues, proactive problem solving and conflict resolution
  • Self-motivation, with initiative and sense of urgency
Job Responsibility
Job Responsibility
  • Support corporate cardholders within Europe via phone and email within given timescales, efficiently and effectively whilst liaising with Client back-office contacts
  • Provide a single ‘window’ and act as a representative for the company. Providing first class support and acting as a point of escalation in the resolution of cardholder enquiries
  • Translate customer enquiries to, and from, English and German to enable our Client to assist their customers
  • Develop and maintain a full knowledge of client products and services
  • Recognise when a problem or query should be transferred to another department or a more senior member of staff
  • Deal with all correspondence as requested/required
  • Log all calls and contacts accurately and in line with Client procedure
  • Fulltime
Read More
Arrow Right

Patient Financial Representative Senior - Financial Services

The associate is responsible for the duties and services that are of a support n...
Location
Location
United States , Irving
Salary
Salary:
Not provided
christushealth.org Logo
CHRISTUS Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • HS Diploma or equivalent years of experience required
  • 3-5 years of experience preferred
  • Experience working within a multi-facility hospital business office environment preferred
  • Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
Job Responsibility
Job Responsibility
  • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
  • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
  • Ensures PFS departmental quality and productivity standards are met
  • Collects and provides patient and payor information to facilitate account resolution
  • Responds to all types of account inquiries through written, verbal, or electronic correspondence
  • Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
  • Maintains working knowledge of all functions within the Revenue Cycle
  • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
  • Meets or exceeds customer expectations and requirements, and gains customer trust and respect
  • Compliant with all CHRISTUS Health, payer, and government regulations
  • Fulltime
Read More
Arrow Right

Patient Financial Representative Senior - Patient Financial Services

The associate is responsible for the duties and services that are of a support n...
Location
Location
United States , Irving
Salary
Salary:
Not provided
christushealth.org Logo
CHRISTUS Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • HS Diploma or equivalent years of experience required
  • Experience working within a multi-facility hospital business office environment preferred
  • College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience
  • Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred.
Job Responsibility
Job Responsibility
  • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
  • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
  • Ensures PFS departmental quality and productivity standards are met
  • Collects and provides patient and payor information to facilitate account resolution
  • Responds to all types of account inquiries through written, verbal, or electronic correspondence
  • Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
  • Maintains working knowledge of all functions within the Revenue Cycle
  • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
  • Meets or exceeds customer expectations and requirements, and gains customer trust and respect
  • Compliant with all CHRISTUS Health, payer, and government regulations
  • Fulltime
Read More
Arrow Right