Remote Client Statement Specialist

Hrstalentsolutions; Madison (WI); Remote; USD 36,000 - 50,000; Full time

Job summary

Hrstalentsolutions is seeking a Client Statement Support Associate for a full-time remote position. The role verifies client identity, locates issued statements, and guides secure online access while maintaining confidential records of delivered documents.

The position emphasizes handling statements across multiple periods, ensuring correct recipients, and routing any disputes to the appropriate account team. Training is provided for privacy and document types.

Qualifications

• Experience in customer service or office administration may help; beginners are encouraged to apply.
• Accuracy with periods and recipients matters.
• Keep a dated document-delivery record and conflicts should be routed to the appropriate team.

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.

Skills

Customer service

Office administration

Job description

Hrstalentsolutions is seeking a Client Statement Support Associate for a full-time remote position. The role verifies client identity, locates issued statements, and guides secure online access while maintaining confidential records of delivered documents.

The position emphasizes handling statements across multiple periods, ensuring correct recipients, and routing any disputes to the appropriate account team. Training is provided for privacy and document types.