Customer Service Representative

About The Role

We’re looking for a friendly and solutions‑oriented Customer Service Representative to join a financial services team. In this role, you’ll help customers with account questions, resolve issues, and work with internal teams to keep things running smoothly.

What You’ll Do

• Answer customer calls and emails in a timely, professional way
• Help with common requests like billing questions, payments, account updates, and documentation
• Troubleshoot issues (payments, account discrepancies, etc.) and escalate when needed
• Work closely with other departments (collections, asset teams, etc.)
• Keep accurate notes and meet service goals

What They’re Looking For

• 1–3 years of customer service experience (financial services a plus)
• Strong communication and problem‑solving skills
• Organized and able to handle a fast‑paced environment
• Comfortable working with numbers and detail