Entry-Level Financial Services Support Specialist

Talentify; Wayne (PA); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Talentify is seeking a Customer Service Representative I for Wayne, PA with hybrid work options including Des Moines, IA. You will handle customer inquiries by phone and digital channels and assist with payments and account updates.

Responsibilities include responding to requests, generating documents such as invoices and contracts, and providing information on tax, insurance, and end-of-lease matters. Strong communication and basic math skills are essential.

Qualifications

• High School Diploma and some college preferred.
• 1-3 years of customer service experience.
• Some experience within a telephone call center.
• Experience within the financial services industry preferred.
• Technical/Functional skills and knowledge.
• Excellent verbal and written communication skills.
• Understanding and ability to perform basic math functions.
• Knowledge of the leasing industry preferred.
• Basic PC skills and familiarity with Microsoft Office.

Responsibilities

• Customer Service Representative’s main function is to provide excellent customer service by ensuring that customer's inquiries via the phone are answered appropriately and timely.
• Efficiently address customer and vendor needs through answering inbound customer calls, emails and chats in a call center environment.
• Respond to customer request providing confirmation/information within the required timeframe.
• Request lease payoff quotes and provide conditional sales buyout quotes.
• Process payment requests and answer payment inquiries.
• Provide/generate documents such as invoice copies, contract copies, amortization schedules, Bill of sale etc.
• Answer general inquiries regarding tax, insurance, end of lease etc.
• Assist customers with technical related issues.
• Examples include password reset, log in issues, general portal navigation inquiries etc.
• Update general customer account information. For example, billing address, contact information, payment information etc.
• Additional tasks as assigned by Team Lead

Skills

Verbal and written communication

Basic math skills

Microsoft Office

Call center experience

Leasing industry knowledge

Education

High School Diploma

Some college

Job description

Talentify is seeking a Customer Service Representative I for Wayne, PA with hybrid work options including Des Moines, IA. You will handle customer inquiries by phone and digital channels and assist with payments and account updates.

Responsibilities include responding to requests, generating documents such as invoices and contracts, and providing information on tax, insurance, and end-of-lease matters. Strong communication and basic math skills are essential.