Onsite Financial Services Customer Support – Billing & AR

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

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.