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Paychex · 5 days ago

Customer Service Representative - Funding Operations

Highland Hills, OH

Full-time

Hybrid

Mid Level

$22/hr - $28/hr

3+ years exp

Paychex is a leading company in HR, payroll, and benefits solutions, providing innovative services since 1971. The Customer Service Representative - Funding Operations role focuses on delivering exceptional customer service and managing funding-related tasks for clients, ensuring smooth operations and client satisfaction.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

No H1B

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