Client Service Representative

Pathfinders, Inc.; Media (Delaware County); On-site; USD 35,000 - 45,000; Full time

Job summary

Pathfinders, Inc. seeks a detail-oriented Administrative Clerk to support document processing and data entry operations. You will handle high volumes of mail, prepare documents for scanning, verify data accuracy, and communicate with claimants by phone and email.

Responsibilities include sorting mail, preparing scans, reviewing data for accuracy, entering returned mail details, and maintaining confidentiality with professional communications. Previous finance experience is a plus.

Qualifications

• Experience with document scanning or records management systems.
• Finance or financial services experience is a plus.
• Proficiency in Microsoft Excel (required).
• Strong data entry and organizational skills.
• Ability to handle repetitive tasks with attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and meet deadlines.

Responsibilities

• Sort and open large quantities of incoming mail.
• Prepare documents for scanning into the software system.
• Verify and review data entered into the system for accuracy.
• Enter returned mail information into the database.
• Mail notices and correspondence to claimants.
• Answer incoming phone calls and emails in a courteous and professional manner.
• Maintain confidentiality and accuracy in all work tasks.

Skills

Data entry

Attention to detail

Organizational skills

Written and verbal communication

Independent work

Tools

Microsoft Excel

Document scanning software

Database systems

Job description

We are seeking a detail-oriented and reliable Administrative Clerk to support our document processing and data entry operations. This role involves handling high volumes of mail, preparing documents for scanning, verifying data accuracy, and communicating professionally with claimants by phone and email.

Responsibilities:

• Sort and open large quantities of incoming mail
• Prepare documents for scanning into the software system
• Verify and review data entered into the system for accuracy
• Enter returned mail information into the database
• Mail notices and correspondence to claimants
• Answer incoming phone calls and emails in a courteous and professional manner
• Maintain confidentiality and accuracy in all work tasks

Qualifications:

• Experience with document scanning or records management systems
• Previous finance or financial services experience (a plus)
• Proficiency in Microsoft Excel (required)
• Strong data entry and organizational skills
• Ability to handle repetitive tasks with attention to detail
• Excellent written and verbal communication skills
• Ability to work independently and meet deadlines