Remote Client Statement Support Specialist

Hrstalentsolutions; Madison (WI); Remote; USD 35,000 - 50,000; Full time

Benefits offered by this job

Remote work

Private home office

Job summary

Unknown is seeking a Client Statement Support Associate for a full-time remote position. You will verify client access, locate issued statements, and guide secure online access while maintaining confidential records.

The role emphasizes accurate period selection and secure delivery of documents. Experience in customer service or office administration is helpful; training is provided on account views, privacy, and document types.

Qualifications

• Experience in customer service or office administration preferred.
• Knowledge of privacy and document handling.
• Attention to accuracy with periods and recipients.

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

Data privacy

Office administration

Job description

Unknown is seeking a Client Statement Support Associate for a full-time remote position. You will verify client access, locate issued statements, and guide secure online access while maintaining confidential records.

The role emphasizes accurate period selection and secure delivery of documents. Experience in customer service or office administration is helpful; training is provided on account views, privacy, and document types.