ey Responsibilities :
- Customer Support and Assistance
Provide exceptional customer service to clients by responding to inquiries regarding billing, payments, and financial transactions.
Assist customers with issues related to their accounts, including payment discrepancies, refunds, and financial documentation.Guide customers through the financial aspects of services, products, or accounts, ensuring clarity and resolution of queries.Billing and Invoicing SupportProcess customer payments, refunds, and credit adjustments in a timely and accurate manner.
Generate, review, and send invoices to clients, ensuring accuracy in all billing details.Track payment statuses and provide updates to customers on their account balances or any outstanding charges.Data Entry and Record MaintenanceMaintain accurate and up-to-date customer financial records, including invoices, payment history, and account details.
Enter financial transactions into accounting software or systems, ensuring proper documentation and adherence to company standards.Ensure the accurate filing of financial and customer documents (both physical and digital).Transaction ProcessingVerify and process customer transactions, ensuring compliance with financial policies and procedures.
Investigate and resolve discrepancies related to billing or payment processing, and escalate issues to the appropriate team when necessary.Communication with Internal TeamsCollaborate with other departments (e.g., finance, operations) to resolve complex customer issues related to billing or payments.
Work with the finance team to ensure that customer financial data is properly reflected in accounting systems.Assist with month-end or quarter-end reporting by providing financial data related to customer transactions.Account ReconciliationReconcile customer accounts by reviewing payments, adjustments, and outstanding balances to ensure accuracy.
Assist customers with understanding their statements, charges, or payment history.Investigate and resolve account discrepancies or disputes in a timely manner.Financial ReportingGenerate regular reports on customer payment trends, account status, and outstanding balances for management or accounting teams.
Assist with preparation of financial documents, including statements, summaries, or forecasts as required by internal teams or external customers.Customer Relationship ManagementBuild and maintain positive relationships with customers by addressing their financial concerns promptly and professionally.
Identify opportunities to improve customer satisfaction by providing helpful solutions to their financial queries.Proactively follow up with customers regarding overdue payments, balances, or financial issues to ensure resolution.Compliance and ConfidentialityEnsure compliance with financial regulations and company policies regarding customer accounts, data privacy, and financial transactions.
Handle sensitive customer financial information with the utmost confidentiality and in accordance with industry standards.Administrative SupportProvide general administrative support to the finance and customer service teams as needed, such as scheduling meetings, maintaining calendars, or organizing documents.
Assist in streamlining customer service processes related to financial support to improve efficiency.Required Skills and Qualifications :
Education : A high school diploma or equivalent. A Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred.Experience :1-3 years of experience in customer service or administrative support, preferably in a financial environment.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Bradley Wallace
