Customer Service Associate
Job Duties/Responsibilities:
- Develop a good understanding of our financial services to effectively assist clients and provide accurate information.
- Process account updates and service requests, including changes to contact, banking, and billing information.
- Prepare and send invoices, payoff quotes, and account statements at customer request.
- Assist customers with disputes and inquiries and reconciling payment history.
- Servicing accounts by investigating problems and finding resolutions regarding payments and customer service concerns.
- Use sound judgment to review customer accounts and determine the appropriate resolution or escalation path.
- Problem resolution, investigating and resolving client concerns, complaints, or issues promptly and effectively, ensuring client satisfaction.
- Maintain detailed and accurate records of client interactions, transactions, and resolutions.
- Answer inbound calls promptly and professionally, and resolve customer questions efficiently.
- Prepare and send invoices, payoff quotes, and account statements at customer request.
Characteristics:
- Strong analytical and problem-solving skills
- Positive, customer service-oriented attitude
- Ability to thrive in a fast-paced environment
- Ability to adapt to new situations and implement developed skills
Experience Requirements:
- 3+ years of experience in a customer service role
- Proficiency in basic mathematics
- Proficiency in the Microsoft Office suite (Excel, Word, Outlook)
- Experience in financial services, billing, or account support (preferred)
Salary Range: $45k - 55k