Financial Services Representative
hace 5 meses
The Financial Services Representative (FSR) role is responsible for the consistent oversight, execution and accuracy of the financial status from registration through post-travel reconciliation for approximately 275 assigned travel group Program Leaders (PL) and associated Participants' Responsible Parties (RP). The FSR has a strong working knowledge across WorldStrides products, policies, workflows, and platforms and performs across these with a quantifiable bias towards productivity, efficiency, and quality.
The FSR is the financial point of contact (POC) for the group's PL providing up-to-date status on all travelers' trip costs, payments and balance statuses. Aligned with their assigned Account Managers, the FSR partners with their Customer Service, Retention, and Support teammates to coordinate all transactions that impact groups/PAX trip costs and balance dues.
Leveraging strong relationship management skills across internal and external stakeholders, the FSR's success lies in their ability to efficiently manage the groups' financial dynamics through the timely communications with the PL, the proper distribution of school monies and the collection of all monies due from the groups' traveling School/PAX while maintaining a PL Post Trip Survey average rating of 9.X.
**Requirements**:
- Strong organizational and time management skills
- Comfortable learning new platforms
- Superior verbal and written communications
- Willingness to learn
- Ability to work in a team environment and making decisions
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