JPD Financial is hiring for entry-level positions with our dynamic company. Join our team to contribute growth of the organization and development of your career.
Days: Monday Friday
Hours: 8AM to 3PM
The Client Services Representative role is to request, analyze and process financial documents on behalf of our clients. This position involves direct communication with vendors, analysis and processing of vendor reports, verification of specific credit information, retrieval of supporting documentation, and follow up as needed to ensure processes are completed. Team Members work directly with our vendors to help ensure confidence in the strategic services we deliver.
Primary Responsibilities Outlined:
Make outbound phone calls, e-mails and request statements to be analyzed and processed
Audit and process financial statements
Document all calls in detail into companys system of record.
Prioritize work in balance with call queue preset activities.
Liaison information between various business units with in the organization
Provide monthly/weekly feedback work accomplished.
Provide on the job training for new team members.
Provide support to account management team, individual team members and supervisor.
Maintain production standards around activity levels and data quality.
Important Attributes:
Ambition - interested in personal growth and Company success
Strong communication skills verbal (including excellent phone skills) and written
Ability to effectively work with high volumes of detailed information
Detailed organizational skills - multi-tasking, prioritizing and problem-solving
Ability to work both independently and within a team while taking ownership for results
Professional and reliable performance history
Call Center experience
Microsoft applications: Excel, Outlook, and Word
Recovery/Statement Audit experience
Accounting Background- A/R or A/P
Customer Service
Please e-mail your resume to jobs@JPDFinancial.com
- Compensation: Dependent on Experience + Incentive and Bonus
- This is a part-time job.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.