Financial Services Representative Intern
Accounting & Finance
Monterrey, Nuevo Leon, Mexico
The Job:
We’re looking for a Financial Services Representative Intern to join our team! In this role, you will be responsible for managing a portfolio of accounts, following up with clients, and supporting collection efforts to ensure timely payments. This position is ideal for someone with strong communication skills, organization, and a customer-focused mindset.
What you will be doing:
- Manage and follow up on a portfolio of assigned accounts.
- Contact customers through calls and emails regarding outstanding balances.
- Update customer account information in the system.
- Verify customer data to ensure accuracy for automatic payments.
- Support collection activities to help keep accounts current.
What you will likely bring:
- Basic computer knowledge and ability to navigate systems efficiently.
- Strong organizational and follow-up skills.
- Resilience and ability to handle rejection professionally.
- Willingness to learn and adapt in a dynamic environment.
Requirements:
- Advanced English proficiency (spoken and written).
- Currently studying Finance o similar
- Mexican Registro Federal de Contribuyentes (RFC) required.
About Epicor
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits
Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement
Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter:
Alexandra Cortes