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 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, general 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