Client Service Representation Specialists

Job Title: Client Service Representation Specialist
Location: Cebu City or Mandaluyong City
Shift: 9:00PM - 6:00AM (Monday-Friday)
Work Arrangement: Onsite

UNLOCK YOUR POTENTIAL AT TOA GLOBAL!

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

• Document Collection & Review;
  
  Gather and organize client financial info (paystubs, bank statements, expense information). Conduct structured calls, send emails and texts to follow up on information needed.
• IRS Form & File Prep;
  
  Review IRS transcripts, draft forms (433 A/D, CDP, TAS), and fax communication.
  
  -Database Management;
  
  Log notes, deadlines, and follow-ups. Update financials and balance info to keep workflows current.
  
  -Client Communication;
  
  Respond within 24 business hours; recap calls via email and system notes. Maintain professionalism and confidentiality.
• Team Collaboration & Coverage
  
  Coordinate with case specialists, cover peers when needed, and share best practices.
  
  ABOUT YOU:
  
  Excellent Attention to Detail
  
  Fluent English- this will be a client facing position
  
  1-3 years of financial services, banking, accounting, customer service, or equivalent
  
  MS office programs