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