Customer Service Representative Financial Services

Tailored Management; Atlanta (GA); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical Coverage

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

EAP

Job summary

Tailored Management is seeking a Customer Service Representative – Financial Services in Atlanta, GA. This full-time, onsite role focuses on handling leases and loans, primarily via phone and email, with emphasis on billing and accounts receivable.

Start date is flexible within onboarding, with a 12-month contract and potential extension or conversion. You will research issues, coordinate with internal teams, and ensure timely resolutions while maintaining a positive client experience.

Qualifications

• 3-5 years of customer service experience in financial services, focusing on billing and accounts receivable.
• College degree with focus on Business Administration and 5+ years of customer service in financial services, including leases and loans, with billing/ar.
• Proficiency in MS Office; Excel, Word, Outlook.
• Excellent verbal and written communication; strong business acumen.

Responsibilities

• Respond to phone and email inquiries about lease and loan accounts.
• Research customer concerns and provide accurate resolutions in a timely manner.
• Assist with billing and accounts receivable inquiries.
• Collaborate with internal teams to resolve customer issues.
• Review account information, identify discrepancies, and propose solutions.
• Maintain professional communication and positive client experience.
• Apply critical thinking and problem-solving to account issues.
• Document customer interactions and resolutions accurately.

Skills

Customer service experience

Billing & AR knowledge

Analytical thinking

Communication skills

Team collaboration

Education

High school diploma or equivalent

Business Administration degree

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

Customer Service Representative – Financial Services

Location: Atlanta, GA

Pay Rate: $21.01/hour (W2)

Schedule: Fully onsite; Monday to Friday from 8:30 AM - 5:00 PM EST

Start Date: 01/04/2027, pending onboarding completion

Contract Length: 12-months with potential for extension or conversion to FTE

Overview

This role focuses on assisting internal and external clients with inquiries and concerns regarding their lease and loan accounts. The representative will primarily handle phone and email inquiries, research account-related issues, and coordinate with internal teams to ensure timely and accurate resolution. The ideal candidate has financial services customer support experience, particularly in billing and accounts receivable.

Responsibilities

• Respond to phone and email inquiries from internal and external clients regarding lease and loan accounts.
• Research customer concerns and provide accurate and timely resolutions.
• Assist with billing and accounts receivable-related inquiries.
• Collaborate with internal teams and business partners to resolve customer issues.
• Review account information, identify discrepancies, and determine appropriate solutions.
• Maintain professional communication and ensure a positive client experience.
• Apply critical thinking and problem-solving skills when handling account-related concerns.
• Document customer interactions and resolutions accurately.

Required Skills & Qualifications

• High school diploma or equivalent with 3-5 years of customer service experience supporting financial services products, focusing on billing and accounts receivable.

OR

• College degree with a focus on Business Administration and 5+ years of customer service experience supporting financial services products, including commercial leases and loans, with a focus on billing and accounts receivable.
• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
• Excellent verbal and written communication skills.
• Basic financial literacy and strong business acumen.
• Strong analytical and critical-thinking abilities.
• Effective problem-solving skills and attention to detail.
• Collaborative and team-oriented mindset.
• Ability to manage customer inquiries and follow through to full resolution.

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage - HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

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