Customer Service Representative - Funding Operations jobs in United States
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Paychex · 19 hours ago

Customer Service Representative - Funding Operations

Paychex is a leader in simplifying HR, payroll, and benefits for American businesses. The Customer Service Representative - Funding Operations will provide customer service to the Funding Services client base by preparing weekly funding packets and routine customer service.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware
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Responsibilities

Prepares & reconciles weekly packets for invoices purchased, accounts receivable activity and reserve analysis
Prepares excel file(s) for import or completes data entry for invoices purchased
Provides timely and professional responses to customer inquiries
Tracks and analyzes weekly invoice information to look for any inconsistencies which might be a sign of potential risk & notifies appropriate partners of observations
Partners and helps to lead issue resolutions with clients and or processes, employing high level of problem solving skill and critical thinking
Partners with customers and other team members to achieve customer satisfaction while maintaining Advance’s goals and mission
Completes timely transmission of accounting and payments reports such as wires, ACH, A/R aging and multiple subsidiary financial reports

Qualification

Excel - Intermediate ProficiencyExcel - Advanced ProficiencyAccounting ExperienceCustomer ServiceProblem Solving

Required

H.S. Diploma - Required
in Excel - Intermediate Proficiency - Required
3 years of experience in Comparable work experience in Accounting &/ Service Industry

Preferred

Associate's Degree in Accounting or Related Field - Preferred
in Excel - Advanced Proficiency - Preferred

Benefits

Medical coverage
Virtual wellness classes
Tuition reimbursement
401(k) + employer match
Adoption assistance
Financial assistance
Paid time off
Company holidays
Culture days
Comprehensive work-life balance programs
Ongoing learning opportunities
Paid time off for volunteerism

Company

Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll.

Funding

Current Stage
Public Company
Total Funding
$4.2B
2025-04-08Post Ipo Debt· $4.2B
1983-08-29IPO

Leadership Team

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John Gibson
President and Chief Executive Officer
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Robert L. Schrader
Senior Vice President and Chief Financial Officer
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Company data provided by crunchbase