Financial Services Support Specialist – In-Office

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

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.