Customer Service Representative (Financial Services)

Customer Service Representative - Financial ServicesIndustry: Tax and Financial ServicesAbout Us: At getwingapp, we are dedicated to providing exceptional tax preparation, client onboarding, and comprehensive financial services. Our mission is to enhance client interactions and streamline administrative processes, ensuring a smooth experience for all our cus…

Please add the domains "lever.co" and "hire.lever.co" to your email whitelist to ensure you receive our communications.Disclaimer: This job posting serves as a general overview of the position. Specific tasks and tools will be discussed during the final interview stage. Please ensure you apply for the position that aligns with your skills and experience, as we prioritize candidates who can excel in this role!Senior Executive Assistant (Remote)Wing is on an exciting journey to revolutionize the future of work globally! We aspire to be the ultimate destination for companies seeking to build exceptional teams and streamline their operations.We are seeking a dedicated Senior Executive Assistant to join our team immediately!Key Responsibilities include but are not limited to:1. Executive Support:• Efficiently manage the executive’s calendar, coordinate meetings, and ensure all appointments proceed seamlessly and punctually.• Handle sensitive correspondence and serve as the primary liaison for both internal and external communications.2. Strategic Assistance:• Conduct comprehensive research on industry trends, best practices, and comparative data, presenting findings in clear, actionable reports.• Prepare detailed financial summaries, including generating and sending statements or invoices, tracking payments, and recording expenses.3. Administrative Excellence:• Organize and maintain files, documents, and other essential records with precision.• Manage data entry tasks, including preparing lead lists, transcribing audio, and compiling meeting minutes.4. Project and Task Management:• Monitor ongoing projects, facilitate timely communication between teams, and track deliverables effectively.• Coordinate team calendars to prevent scheduling conflicts and ensure smooth operations.5. Travel and Event Coordination:• Plan and prepare executive travel itineraries, book accommodations, and manage logistics efficiently.6. Communication and Inbox Management:• Draft, respond to, and manage emails, follow up on correspondence, and organize inboxes according to executive preferences.7. Data and Presentation Preparation:• Transform data into cohesive reports and create presentation slides for meetings and conferences.8. Marketing and Social Media Management:• Oversee and manage marketing initiatives and social media platforms to enhance the company’s online presence.

Please ensure to whitelist the domains "lever.co" and "hire.lever.co" to receive our communications.Disclaimer: This is a generalized job description. Specific responsibilities and tools will be elaborated upon during the final interview. Please apply for positions that align with your location and expertise. We prioritize candidates who excel in this role!Remote General Virtual AssistantAt Wing, we are on a dynamic mission to transform the future of work for businesses globally! Our goal is to be the ultimate resource for organizations aiming to assemble exceptional teams and streamline their operations.We are currently seeking talented individuals for the position of General Virtual Assistant with experience in the construction sector!Key Responsibilities:1. Deliver administrative support, including managing emails, scheduling calendars, and inputting data.2. Assist in the preparation of documents, reports, and presentations.3. Organize and manage files, contracts, and documentation for construction projects.4. Respond to inquiries and provide exceptional customer service to clients and partners.5. Conduct research on vendors, suppliers, and market trends pertinent to the construction industry.6. Collaborate with project teams to monitor deliverables and ensure deadlines are met.7. Handle invoicing, expense reports, and assist with bookkeeping tasks.8. Support recruitment and onboarding processes for construction personnel.9. Uphold confidentiality and adhere to company policies.10. Undertake additional administrative tasks as required.Qualifications:• Minimum of 2 years of experience in a virtual assistant role or a similar capacity.• Knowledge of the construction industry is highly advantageous.• Exceptional organizational and time-management abilities.• Strong command of the English language: Reading: Ability to understand and summarize reports and correspondence. Writing: Competence in professional documentation and email communication. Speaking: Proficient communication with clients and team members.• Proficiency in MS Office, Google Workspace, and project management software.• Keen attention to detail and effective problem-solving skills.• Tech-savvy with experience in cloud-based tools and communication platforms.Technical Requirements:

Wing Assistant is on the lookout for a talented Senior React Native Developer to play a pivotal role in the technical development of our Minimum Viable Product (MVP). In this exciting position, you will leverage essential technologies including Express.js, React, and SQL or MongoDB to drive our project forward.Key Responsibilities: - Spearhead the technical development of the MVP utilizing React Native and other relevant technologies. - Facilitate and oversee the Meta API approval and documentation processes. - Ensure the product's deployment is seamless and efficient using platforms like AWS and MongoDB. - Exhibit proficiency in both front-end and back-end development, specifically with Express.js and React. - Demonstrate strong database management skills with SQL or MongoDB. - Utilize deployment tools such as Vercel and AWS effectively. - Have a solid understanding of authentication processes, including 2FA via phone or email (e.g., Twilio). - Be familiar with ContextAPI or Redux Toolkit for state management. - Possess experience with CSS libraries, preferably Tailwind CSS, and component libraries like MUI or Ant Design. - Exhibit a high degree of independence while working remotely, ensuring quality deliverables with minimal oversight. - Communicate effectively in both written and verbal English. - A minimum of 5 years of experience in React Development, Database Technologies, and the Meta API is required.Preferred Qualifications: - Evidence of previous work with the Meta API and related processes. - Immediate availability to commence project work. - Outstanding interpersonal skills, a positive attitude, and a proactive work ethic.Responsibilities: - Collaborate with the development team to create and refine the technical aspects of the MVP. - Ensure efficient approval and documentation processes with Meta. - Oversee the smooth deployment of the product. - Develop and maintain project code and databases. - Work collaboratively with our diverse, global team. - Maintain effective communication in English, both written and verbally.We invite applicants to share links to previous projects that utilized the Meta API in the

Join our dynamic team at getwingapp as a Sales Development Representative, specializing in Education and Student Loan Services. Based in Manila, Philippines, you will play a crucial role in managing student loan defaults and guiding graduates back to active repayment. Your primary responsibility will involve making outbound calls to students in default, providing them with essential information about their account status, and helping them navigate repayment options. This role is vital in supporting revenue generation through effective student loan management while fostering strong communication with graduates and our internal processing teams.

About AvePoint:At AvePoint, we lead the way in data security, governance, and resilience, pioneering solutions that empower organizations to collaborate with confidence. With over 25,000 clients globally relying on the AvePoint Confidence Platform, we help organizations prepare, secure, and optimize their critical data across platforms like Microsoft, Google, and Salesforce. Our extensive global channel partner program encompasses around 5,000 managed service providers, resellers, and systems integrators, with our products available in more than 100 cloud marketplaces. For more information, visit www.avepoint.com.We are dedicated to investing in our people. Our culture, rooted in agility, passion, and teamwork, empowers you to shape your career and make a significant impact.AvePoint is thrilled to offer a role focused on developing and driving a partner ecosystem that fosters growth and mutual success. Collaborating closely with the UK leadership team, you will enhance our resale channel and support our market strategies and value-driven delivery.If you're passionate about building strategic partnerships with top Microsoft Value-Added Resellers and Systems Integrators, devising innovative go-to-market strategies, and engaging with sales and executive teams, we encourage you to apply!

As a Channels Performance Specialist at Spreetail, you will play a pivotal role in optimizing our channel performance and driving growth strategies. Your analytical skills will help us enhance our digital marketing efforts, ensuring we reach our target audience effectively. You will collaborate with various teams to analyze data, interpret results, and implement actionable insights that contribute to our overall success.

Xcellink is on the lookout for a dynamic and accomplished leader to drive business growth and strategic initiatives throughout Southeast Asia within its core service lines, including:- Software Development and Implementation Services- Data Center ServicesThe ideal candidate will possess a robust understanding of technology-driven services and complex enterprise settings, with the capability to transform market opportunities into scalable, revenue-generating solutions. This role will be pivotal in shaping go-to-market strategies, driving pipeline development, and overseeing commercial activities for Xcellink’s Data Center Operations, Software Development and Delivery, and Workforce Solutions portfolio.In this position, a combination of commercial leadership, industry insights, and operational oversight will be critical to ensure that Xcellink’s services are competitively positioned and successfully delivered across multi-site customer environments. The Business Manager will advocate for best-in-class service models, guide solution structuring, and ensure alignment between sales, delivery, and partner ecosystems.The role also involves leading market-entry and expansion initiatives, fostering strategic alliances, and enhancing executive-level customer relationships. By collaborating closely with delivery leaders, the Business Manager will establish performance expectations, cultivate future-ready teams, and generate sustainable revenue growth, firmly positioning Xcellink as a trusted regional partner in data center operations and software-driven technology services.

Join our dynamic team as a Junior Team Lead focused on the Asian market. In this pivotal role, you will be responsible for guiding and managing data collection projects, coordinating field teams, and ensuring that project objectives are achieved. Your understanding of the local market will be key to enhancing participant recruitment and maintaining excellent data quality. This position offers a fantastic opportunity for an early-career professional eager to cultivate leadership abilities while making a meaningful impact on research and operational initiatives.

This position combines technical expertise in analytics, fundamental coding, and AI/LLMs with a deep business acumen spanning marketing and consumer insights — poised to reshape the marketing landscape and spearhead business growth in the digital era.Key ResponsibilitiesCollaborate with brand teams to grasp campaign objectives and creative requirements, enabling the formulation of a tailored insight strategy.Convert business inquiries into structured analyses while pinpointing necessary data and insights.Examine marketing, creator, social, and commerce data to identify trends and opportunities.Leverage LLMs and AI tools alongside basic Python/SQL scripts to elevate research and optimize analysis.Create interactive dashboards using Looker Studio and convey insights through advanced data visualization techniques.Remain abreast of developments in AI, analytics, and digital marketing.Career Development OpportunitiesBecome an essential insight partner for the creative planning team, driving campaign strategies.Develop sophisticated analytical frameworks and work collaboratively on data science-driven methodologies to support concept development.Assist in the establishment of scalable analytics processes, AI-enhanced workflows, and insight tools that further elevate planning and strategy capabilities, enhancing decision-making.

PurposeTransform insights into actionable strategies. By delving into client objectives, audience behaviors, and market trends, you leverage AI and data to identify patterns and opportunities. You design campaigns that are innovative, intelligent, and impactful, ensuring each proposal serves a clear purpose.ResponsibilitiesUtilize AI and analytics to uncover valuable insights regarding audiences, competitors, and cultural trends.Develop comprehensive, data-driven strategies that guide campaigns from inception to execution.Translate insights into actionable strategies that can be effectively implemented by creative teams.Collaborate closely with team managers, sales, and account managers to ensure alignment.Present strategies and insights to clients, becoming their primary resource for strategic guidance.QualificationsExceptional analytical skills with an ability to translate data into strategic actions.Proficient in using AI tools for research, audience insights, and trend analysis.Strong understanding of digital, social, and influencer media landscapes.Excellent communication and presentation skills, with confidence in articulating complex ideas.A strategic mindset coupled with a creative flair, able to challenge existing ideas and inspire new ones.Highly organized and collaborative, capable of managing multiple campaigns effectively.BenefitsCompetitive salary package.Biannual performance reviews.Performance-based bonuses.Annual paid leave.Leave options for marriage, parenting, and compassionate reasons.Quarterly and annual MVP awards with prizes up to $8,000.Company-provided laptop.Engaging and dynamic professional work environment.

Location: Remote / GlobalJoin an ambitious independent pop artist in crafting an engaging, character-driven social universe. We are on the lookout for a charismatic and bold on-camera content creator who will play an integral role in producing captivating content for the artist’s official channels, including TikTok and Instagram.This position transcends traditional social media management, focusing instead on performance-centric, camera-facing duties that require an individual who excels in front of an audience and possesses a deep understanding of internet culture.Key Responsibilities:Regular on-camera appearances (face + voice required) for engaging short-form videos.Collaborate in developing recurring content formats and character-driven segments.Propose and create consistent, repeatable content series.Contribute comedic insights, improv, and cultural commentary to enhance content.Work together on narrative arcs that align with music releases.Film and edit engaging short-form content.Ensure a steady posting schedule to maintain audience engagement.Ideal Candidate:Highly comfortable and confident on camera.Possesses strong comedic instincts (satire, dry humor, and absurdity).Intuitively understands TikTok and online culture.Ability to balance creativity with consistency.Dependable and driven by deadlines.Thrives in a collaborative, creative environment.Open to taking creative risks.Preferred Qualifications:Background in acting or performance.Experience in sketch comedy.Proficiency in video editing software (e.g., CapCut, Premiere).Prior experience working with musicians or content creators.Familiarity with creators who have successfully built viral careers through unique, low-production, yet consistent content formats.Additional Information:You should be comfortable appearing regularly on the artist's official channels, infusing your personality into the content.

Not all heroes wear capes — but many do use toilet paperAre you ready to take on a challenging role at a purpose-driven startup and make a positive impact in the world? Join the revolution!A memorable name, a serious missionAt Who Gives A Crap, we create eco-friendly products and donate 50% of our profits to provide clean water and build toilets for the billions lacking proper sanitation. So far, we’ve contributed over $18 million AUD (approximately $12.5 million USD) to fund sanitation initiatives worldwide. We are experts at doing good.With operations in Australia, the Philippines, China, the US, the UK, and Europe, our dedicated team of over 200 individuals is committed to making a significant impact for people and the planet. Our goal is to increase our annual donations tenfold in the coming years to ensure everyone has access to clean water and sanitation services.About the RoleWe are seeking a passionate and purpose-driven Retail & B2B Graphic Designer to join our Creative team. In this position, you will be the primary designer for all initiatives across our Retail and B2B channels, playing a crucial role in bringing the Who Gives A Crap brand to life in these markets. This is an opportunity to directly influence our presence in stores and with business clients, utilizing your design expertise to help us create a better world. This is a remote-first position, but candidates must be based in Australia, where our global creative team operates.If you were part of our team this past month, here are some projects you might have tackled:Crafting a new campaign for one of our retailers, from a simple aisle display to a comprehensive car park takeover.Defining and enhancing our shopper marketing toolkit to ensure consistent, effective, and visually appealing brand presence.Assisting our sales team with an engaging pitch deck to introduce us to a significant new retailer.Collaborating with the B2B team to create a fresh brand activation for an upcoming trade show.Producing and delivering a suite of digital assets to bolster our retail e-commerce platforms.Supporting the design of limited edition packaging to be launched in stores nationwide.

Join AdAsia Holdings as a Livestream Producer for AI (AnyLive) and take charge of the entire production process, from initial planning and scripting to directing live broadcasts. This role is pivotal in ensuring smooth AI integration and overseeing both creative and technical execution while utilizing performance insights to enhance future shows.Your Role and ResponsibilitiesContent Strategy & Pre-Production: Manage all production elements, including graphics, visual assets, and technical infrastructure, ensuring seamless AI integration. Collaborate with AI development teams to define the functionalities and avatars of AI characters or hosts.AI Scripting and Creative Writing: Craft engaging and natural-sounding dialogues for AI characters that resonate with their established personas and the narrative of the show. Design conversational flows and potential responses for the AI, ensuring captivating interactions with human hosts and the audience.Live Broadcast Direction & Management: Supervise the technical operations, including live-to-VOD recording, stream quality, and audio/video synchronization. Make real-time creative and technical decisions during the livestream to guarantee a flawless production.Performance Analysis & Optimization: Collaborate with data scientists to analyze AI-driven performance metrics, assessing the effectiveness of AI-generated responses to refine future content strategies. Facilitate brainstorming sessions and team reviews to pinpoint opportunities for creative and technical advancements in upcoming shows.Your ProfileProven experience in creative writing, screenwriting, or copywriting, with an emphasis on character or voice-specific writing.Outstanding communication skills and the ability to make decisive choices in high-pressure, live settings.Willingness to work flexible hours, including weekends and holidays, in accordance with live show schedules.Why You Will Love Working HereAttractive Salary PackageBiannual Performance ReviewsAnnual Performance Bonuses ranging from 0.5 to 3 months' salary after probation15 Days of Annual Paid LeaveHealth Maintenance Organization (HMO) coverage (200K Gold Package)Quarterly and Annual MVP AwardsProvision of a MacBookLocal Awards on a Monthly, Quarterly, and Annual BasisAnnual Global Awards with potential winnings up to $2,000All-Expense-Paid Annual Company Trip to an International DestinationWork in a Professional and Dynamic Environment

Join Welo Data, a globally recognized leader in localization and data transformation, as we expand one of the world's largest Ads Rating Programs!Position Overview: As an Ads Quality Rater, your mission will be to evaluate and rate online advertisements, directly influencing how ads are presented to users. You will assess the quality of ad suggestions based on user-generated keywords, providing essential feedback to our AI systems.Key Responsibilities:Review and rate advertisements in both English and Filipino.Provide insights on ad relevance and quality.Contribute to improving user experience through effective feedback.Ideal Candidate:Regularly browse the internet and utilize major search engines.Understand user intent from keywords.Enjoy conducting online research.Seek a flexible and enjoyable side job.

Formulates and documents comprehensive quality assurance policies and procedures.Interprets, enforces, and adapts quality assurance standards to ensure compliance.Assesses the sufficiency of quality assurance standards in place.Designs and implements effective sampling procedures along with detailed directions for recording and reporting quality data.Reviews and enhances the implementation, efficiency, and effectiveness of quality control and inspection systems.Plans, conducts, and oversees rigorous testing and inspection of materials and products to ensure they meet established specifications.Maintains thorough documentation of internal audits and other quality assurance initiatives.Investigates and resolves customer complaints and non-conformance issues promptly.Collects and organizes statistical quality data for further analysis.Analyzes data to pinpoint areas needing improvement within the quality system.Develops, recommends, and oversees the implementation of corrective and preventive actions.Generates detailed reports to communicate the outcomes of quality assurance activities.Identifies training needs and coordinates training sessions to uphold quality standards.Facilitates and supports external audits conducted on-site by authorized providers.Evaluates findings from audits and implements necessary corrective measures.Keeps track of risk management activities to mitigate potential issues.Ensures ongoing compliance with industry quality and regulatory standards.Submits comprehensive monthly quality reports to senior management.

d2b-1 is seeking a Senior Video Editor to work remotely from Manila, Metro Manila, Philippines. This position centers on creating engaging video content that connects with viewers and supports the goals of the creative team. Role overview The Senior Video Editor will shape video projects from concept to final cut. This role involves working closely with the production team to ensure each piece tells a clear, compelling story and meets quality standards. What you will do Edit and assemble video footage into polished final products Work with the production team to develop and refine storylines Apply a strong eye for detail to all aspects of the editing process Requirements Experience with professional video editing software Strong storytelling skills Attention to detail

Wing is on an ambitious journey to reshape the future of work for organizations around the globe! We seek a highly skilled Accounting Specialist with in-depth knowledge of US taxation to join our dynamic team remotely from Manila, Philippines. In this pivotal role, you will manage and oversee US taxation processes, ensuring adherence to IRS regulations and GAAP principles. Your responsibilities will include preparing and filing corporate tax returns, developing tax strategies, conducting audits, and providing high-level financial analysis. If you are passionate about optimizing financial performance and navigating complex tax regulations, we want to hear from you!

To ensure you receive our communications, please whitelist the domains "lever.co" and "hire.lever.co" with your email provider.Disclaimer: This is a generic job description for the position listed below. Specific tasks and tools will be detailed during the final interview. Please ensure you apply for the correct position based on your qualifications and location. We prioritize candidates who can thrive in this role!Join Our Team as a Marketing Automation Specialist!Wing is on an exhilarating mission to reshape the future of work for businesses globally! We aim to be the go-to partner for organizations seeking to develop elite teams and streamline their operations.We are in search of a Marketing Automation Specialist who can start immediately!Key Responsibilities:1. Develop and launch effective drip or nurture email campaigns.2. Manage subscriber lists/databases while ensuring data integrity (removing duplicates, applying correct tags).3. Support tracking and tagging efforts (UTMs, campaign parameters).4. Analyze automation performance metrics: open rates, click-through rates, and conversions in straightforward flows.5. Troubleshoot basic issues (e.g., resolving broken links in emails, ensuring automation triggers function correctly).6. Collaborate with the design/content team to create email templates and landing page assets.7. Design and manage comprehensive customer lifecycle automation programs (welcome sequences, retention strategies, upselling, reactivation).8. Implement and refine drip/triggered flows based on user behavior or lifecycle stages.9. Integrate CRM or customer data platforms with other tools (web tracking, events).10. Evaluate automation program performance and suggest enhancements (e.g., improved segmentation, personalization).11. Mentor junior staff or interns on best practices in automation.12. Oversee documentation related to automation: SOPs, monitoring dashboards.13. Define the automation/martech roadmap for the company: identifying new tools, integrations, or processes necessary.14. Design and oversee predictive workflows (e.g., lead scoring, propensity modeling).15. Ensure robust data infrastructure (data accuracy, integrations).