Customer Service Representative

CATALIS; Jacksonville (FL); On-site; USD 21,000 - 28,000; Full time

Job summary

Catalis in Jacksonville, FL is seeking a motivated Customer Service Associate to support inbound inquiries from prepaid and investment clients in an office setting.

You will handle account maintenance, process transactions, and assist enrollment questions while explaining plan rules. Strong communication and detail orientation are essential; familiarity with Excel/Word is a plus. This is a full-time, in-office role with weekday hours.

Qualifications

• Minimum 1 year of customer service in financial services.
• Excellent oral and written communication.
• Attention to detail and analytical skills.
• Proficiency with Excel and Word.
• Professional attitude; HS diploma required; associate degree preferred.

Responsibilities

• Answer incoming phone and email inquiries from customers.
• Process account maintenance and financial transactions.
• Assist potential customers with enrollment inquiries.
• Explain complex rules and regulations of each plan to customer(s).
• Research and respond to financial inquiries for customers, managers, and client Success Team members.
• Periodically have input into process improvements and/or new projects to improve overall quality and processing efficiency.
• Provide the highest level of service to customers and clients to meet or exceed defined service level agreements (SLA).
• Other Duties as assigned.

Skills

Customer service

Communication

Attention to detail

Analytical skills

Excel

Word

Professional attitude

Education

High school diploma

Associate degree preferred

Tools

Excel

Word

Job description

Who we are:

Catalis is North America’s leading government Software as a Service (SaaS) and integrated payments provider, powering municipal, county, state, and federal governments. With deep expertise, a proven track record, and innovative digital solutions, Catalis has empowered public servants across the US and Canada to modernize government and engage citizens.

The Opportunity

Positioned in a call center environment, provide inbound service to multiple prepaid and investment customers and process transactions as needed.

This is an in-office position. The hours are 11:00 a.m. to 8:00 p.m., Monday through Friday.

What you will do:

• Answer incoming phone and email inquiries from customers.
• Process account maintenance and financial transactions.
• Assist potential customers with enrollment inquiries.
• Understand and explain complex rules and regulations of each plan to customer(s).
• Research and respond to financial inquiries for customers, managers, and client Success Team members.
• Periodically have input into process improvements and/or new projects to improve overall quality and processing efficiency.
• Provide the highest level of service to customers and clients to meet or exceed defined service level agreements (SLA).
• Other Duties as assigned.

Requirements

• A minimum of 1 year of customer service experience in the financial services (banking and/or money management) industry, with emphasis on investment / financial account maintenance and customer service activities.
• Excellent oral and written communication skills.
• Attention to detail.
• Analytical skills.
• Customer service orientation.
• Proficiency with excel and word.
• A professional attitude is required.
• A high school diploma or equivalent is required.
• An associate's degree is preferred.

EEO Statement

We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.