Remote Client Statement Specialist

HRS Talent Solutions; Madison (WI); Remote; USD 43,000 - 47,000; Full time

Benefits offered by this job

Full-time remote

Private home office support

Job summary

HRS Talent Solutions seeks a Client Statement Support Associate for a full-time remote role. You will verify account access, locate issued documents, and guide secure online retrieval while ensuring privacy and accuracy. No financial advice or balance changes are performed.

Responsibilities include reviewing requests, confirming period/recipient, sharing secure download links, and recording delivery details. Beginners are welcome; training is provided.

Qualifications

• Experience in customer service or office administration is helpful
• Accuracy with periods and recipient details matters
• Knowledge of privacy and document handling is beneficial

Responsibilities

• Review online requests for issued statements.
• Verify client and account access under policy.
• Locate the requested period and current version.
• Share the secure download path or approved file.
• Flag a missing statement or access error.
• Route financial interpretation and disputes.
• Maintain a dated document-delivery record.
• Confirm the account and authorized recipient before delivery.
• Record scope and revisions when statements are updated.

Skills

Customer service

Office administration

Privacy awareness

Accuracy

Job description

HRS Talent Solutions seeks a Client Statement Support Associate for a full-time remote role. You will verify account access, locate issued documents, and guide secure online retrieval while ensuring privacy and accuracy. No financial advice or balance changes are performed.

Responsibilities include reviewing requests, confirming period/recipient, sharing secure download links, and recording delivery details. Beginners are welcome; training is provided.