Customer Service Representative
About the Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.
We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.
Responsibilities
- Engage with clients via phone, email, and in-person interactions in a professional and timely manner
- Support client onboarding, retention, and service inquiries
- Review customer accounts for contract changes and service level updates
- Communicate complex financial information clearly and professionally
- Prepare professional correspondence for third-party financial requests
- Handle inbound email and inbound/outbound phone communication using best practices
- Document client interactions and maintain accurate records per firm procedures
- Gather and input client data into internal systems
- Guide and assist walk-in clients with clarity and professionalism
- Take ownership of client requests and ensure follow-through within firm policies
- Collaborate with Transportation Tax and Accounting teams to deliver quality outcomes
- Contribute to process improvements and team efficiency initiatives
- Support team goals and assist colleagues as needed
- Assist in managing operations within the Pittston PRIME Hub call center
Requirements
Core Competencies
- Strong customer service experience, including handling complaints and resolving complex issues
- Ability to communicate complex information with clarity, professionalism, and empathy
- Excellent written and verbal communication skills
- Strong phone presence (voice quality, grammar, listening skills)
- Ability to thrive in a fast-paced, goal-oriented environment
- Strong organizational, multitasking, and time management skills
- Detail-oriented with strong analytical and problem-solving abilities
- Ability to work both independently and collaboratively
- Maintain strict client confidentiality
Technical Skills
- Microsoft Office (Word, Excel, PowerPoint)
- CRM and call center systems
- Ability to learn and navigate internal software platforms
Qualifications
- 1–2 years of customer support experience preferred
- Strong customer service mindset with goal-oriented approach
Physical Requirements
- Ability to sit and work at a computer for extended periods
- Frequent communication via phone and computer
- Close vision and ability to adjust focus
- Reasonable accommodations may be made as needed
Additional Requirements
- Ability to pass a CJIS background check
Benefits
- Competitive hourly rate based on experience
- Total compensation model including:
- Base hourly rate
- Performance-based incentive (Balanced Scorecard program)
- Incentives earned and partially paid monthly based on performance
- 192 hours of PTO annually
- Health and dental insurance (employee-only options fully covered)
- Company-paid short-term and long-term disability
- Company-paid life insurance
- Safe Harbor 401(k) with employer contributions
Pay
Competitive hourly rate based on experience.
Schedule
- Full-time, non-exempt position (eligible for overtime)
- Standard schedule aligned with office hours; some weeks may exceed 40 hours
- In-office role