Customer Service Representative (Hybrid)

About the CompanyCFS (Creative Financial Staffing) is a professional staffing and recruitment firm that connects qualified professionals with organizations across accounting, finance, customer service, and other business functions. CFS focuses on matching candidates with opportunities that support professional growth and long-term career development.About the RoleThe Customer Service Representative will join a financial services team and serve as a primary point of contact for customers. The role involves answering customer calls and emails, resolving billing and payment questions, updating accounts, troubleshooting discrepancies, and coordinating with internal departments. This is a hybrid position in Edina, Minnesota, requiring three days in the office each week.Qualifications1–3 years of customer service experienceFinancial services or financial industry experience preferredHigh school diploma or equivalent preferredStrong communication and interpersonal skillsAbility to work comfortably with numbers and financial informationAbility to work effectively in a fast-paced environmentStrong organizational and problem-solving abilitiesSkills RequiredCustomer service and relationship managementPhone and email communicationBilling and payment supportAccount management and updatesIssue resolution and troubleshootingFinancial services knowledgeData entry and documentationBasic numerical and analytical skillsAttention to detail and accuracyTime management and organizationTeamwork and cross-functional collaborationAbility to prioritize multiple customer requestsRequirementsAnswer customer calls and emails professionally and promptlyAssist customers with billing, payment, and account questionsProcess account updates and documentationInvestigate payment issues and account discrepanciesEscalate complex issues to the appropriate departmentMaintain accurate customer notes and service recordsCollaborate with collections, asset teams, and other internal departmentsMeet established customer service and performance goalsMaintain professionalism when handling sensitive customer concernsWork Monday–Friday, approximately 8:00/8:30 AM–5:00 PMWork onsite 3 days per week under the hybrid scheduleEqual Opportunity EmployerCFS and its client organizations are committed to providing equal employment opportunities to all qualified applicants. Employment decisions are based on qualifications, skills, experience, and business needs without discrimination based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. The organization values teamwork, inclusion, professional development, and a respectful workplace.