Customer Service and Financial Operations Specialist
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Job Description
Customer Service and Financial Operations Specialist providing customer support and managing financial operations. Fully remote position requiring strong communication and organizational skills.
Responsibilities:
- Provide professional customer support through phone, email, and other communication channels.
- Respond to customer inquiries and resolve account related issues promptly and accurately.
- Process invoices, payments, account updates, and financial transactions.
- Maintain accurate customer and financial records.
- Assist with billing, reconciliation, and payment processing activities.
- Collaborate with internal teams to resolve customer and operational matters.
- Ensure compliance with company policies and confidentiality standards.
- Identify opportunities to improve customer satisfaction and operational efficiency.
- Perform additional administrative and operational duties as needed.
Requirements:
- Excellent verbal and written communication skills
- Strong organizational skills with exceptional attention to detail
- Ability to manage multiple priorities in a remote work environment
- Proficiency with Microsoft Office and web based business applications
- Experience with CRM systems or financial software is an advantage
- Professional, dependable, and committed to maintaining confidentiality.
Benefits:
- Competitive hourly compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Flexible remote work
- Paid training and career development
- Employee Assistance Program (EAP)
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