Administrative Skills, Billing, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Service Operations, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Employee Assistance Plan, Finance Software, Financial Operations, Financial Transactions, High School Diploma, Information/Data Security (InfoSec), Legal, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Reconciliation, Resolve Customer Issues, Time Management, Track Customer Issues, Transaction Processing/Management, Vision Plan, Work From Home, Writing Skills
Job Summary
We are hiring a Customer Service & Financial Operations Specialist to support customer service activities and routine financial operations in a remote work environment. This position is responsible for assisting customers, maintaining accurate records, processing routine transactions, and supporting daily administrative tasks. The ideal candidate is organized, detail oriented, and able to communicate professionally with customers and internal teams.
Responsibilities
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Respond to customer inquiries by phone, email, and other approved communication channels.
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Provide accurate information regarding customer accounts and services.
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Process invoices, payments, account updates, and other routine financial transactions.
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Maintain accurate customer and financial records.
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Assist with billing, payment reconciliation, and administrative support.
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Work with internal departments to resolve customer issues.
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Follow company policies regarding confidentiality and data security.
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Complete additional administrative duties as assigned.
Qualifications
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High school diploma or equivalent required.
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Previous customer service or administrative experience preferred.
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Strong written and verbal communication skills.
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Excellent organizational and time management skills.
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Proficiency with Microsoft Office (Word, Excel, Outlook).
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Experience using CRM or financial software is a plus.
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Ability to work independently in a remote environment.
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Must be authorized to work in the United States.
Benefits
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Competitive hourly pay
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Medical, dental, and vision insurance
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401(k) with company match
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Paid time off and paid holidays
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Paid training
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Employee Assistance Program (EAP)
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Professional development opportunities
Work Location
Remote (United States)
Equal Opportunity Employer
We are an Equal Opportunity Employer and consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law.