Customer Service and Financial Operations Specialist

Position Overview

We are seeking a Customer Service and Financial Operations Specialist to support customer experience and day to day financial operations in a fully remote environment. This role is ideal for a detail oriented professional who enjoys assisting customers, maintaining accurate records, and contributing to efficient business operations. The successful candidate will demonstrate excellent communication skills, strong organizational abilities, and a commitment to delivering exceptional service.

Key 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.

Qualifications

• 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)
  

We are committed to maintaining an inclusive workplace and providing equal employment opportunities to all qualified applicants without regard to any protected characteristic under applicable law.