Overview
A fully remote opportunity is available for a Customer Service and Financial Operations Specialist to support customer experience and daily financial operations. This role suits a detail-oriented professional who enjoys assisting customers, maintaining accurate records, and contributing to efficient business processes.
Responsibilities
- Provide professional customer support via phone, email, and other communication channels
- Respond promptly and accurately to customer inquiries and resolve account-related issues
- Process invoices, payments, account updates, and other financial transactions
- Maintain accurate customer and financial records
- Assist with billing, reconciliation, and payment processing activities
- Collaborate with internal teams to address 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 a plus
- Professional, dependable, and committed to maintaining confidentiality
Compensation & Benefits
- Competitive hourly compensation
- Medical, dental, and vision insurance
- 401(k) plan with company match
- Paid time off and paid holidays
- Flexible remote work arrangement
- Paid training and career development opportunities
- Employee Assistance Program (EAP)
Location