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 idóneo 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 or a related field.
- Mexican Registro Federal de Contribuyentes (RFC) required.

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.

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.

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📌 Financial Services Representative Intern (Monterrey)
🏢 Grow
📍 Monterrey