Financial Services Representative

Job Description:

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 150 to 250 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 Support and Finance 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 over 9 on a 10 point scale.

Responsibilities:

Relationship Management:

• Responsible for proactive communications with their assigned groups’ Program Leader (PL) leveraging the “We Care” protocols to share up-to-date financial status of their group from travelers’ registrations through group post-trip reconciliations
• Partners with their assigned Account Managers (AM) to ensure timely execution of group and PAX transactions requiring modifications to traveler attributes or trip price/costs
• Insures appropriate protocols are followed for all school/traveler accounts requiring refunds, PL payments, write offs, special discounts/promotions and any traveler accounts turned over to collections
• Collaborates with Customer Support and Finance to ensure all group and traveler related financial transactions are executed in a timely and proper matter

Group / Participant Financial Oversight:

• Responsible for maintaining accurate financial transactions, records, reconciliations, and audit work streams for all assigned groups/PAX in support of:
• Timely application and distribution of all school / fundraising monies and group/traveler discounts
• Timely communications and accurate transactions related to invoicing of additional travel services secured by group and/or PAX
• Management of group and traveler attributes and key data elements to reflect correct trip costs and insure operations (air/bus/hotel) efficiencies
• Execution of established communications and transaction protocols to manage school/traveler paid-in and balances due including invoicing, payment reminders, cancelation warnings and collection notices
• Negotiation and implementation of established payment plans with RP and necessary follow up when payments decline
• Timely execution of cancelations, refunds and past due notices
• Financial and trip data gathering in support of legal, Better Business Bureau, and/or other escalated group and/or RP matters
• Facilitation of WorldStrides collections protocols (communications, paperwork, work streams) established for post-trip balances due
• Professionally and appropriately manages communications with both internal and external stakeholders regarding group / traveler finance-related matters
• Demonstrated working knowledge in all organization’s products, services, procedures and guidelines and willingness to assist fellow team members as needed

Qualifications:

Four Year College Degree – Preferred
Two Year College Required or Relevant Client/Customer-facing Financial Relationship Management Work Experience – Required

Work Perks

• Fun & driven environment.
• Excellent medical, dental, and vision coverage, life, accidental death and dismemberment, accident, critical illness, and disability insurance, FSA healthcare, FSA dependent care, HSA with employer contribution, and generous 401k match.
• 11 paid floating corporate holidays, 1 paid volunteer day & up to 25 PTO days to start – accrue up to 28 over 3 years, 4 mental health days, and 5 bereavement days.
• Tuition reimbursement up to $5,250 annually
• $1,000 towards professional certifications annually
• Opportunities for paid and discounted travel.
• Flexible work schedule providing on-site, remote, and virtual office opportunities.
• Encouraged participation in our Employee Resource Groups and Diversity, Equity, & Inclusion council.
• Fitness Center and café onsite at select locations.
• Employee Assistance Program (EAP)
• Paid Parental, Caregiver, and Disability leave.
• Team Member Discount Program