Customer Service & Finance Assistant

IS Recruitment; Cape Town; Remote; ZAR 50 000 - 200 000; Full time

Job summary

A recruitment agency is seeking a skilled Customer Service & Finance Associate based in South Africa. This full-time remote position involves managing customer communications, overseeing accounts receivable, and generating performance reports. Candidates should have a background in business or finance, with at least 3 years of experience, and proficiency in Microsoft Excel. A commitment to U.S. Central Time business hours is required.

Qualifications

• 3+ years of experience in customer service, finance, or administrative roles.
• Ability to manage multiple priorities.
• Experience with business reporting tools.

Responsibilities

• Answer customer phone calls, emails, and text messages promptly and professionally.
• Manage accounts receivable: issue invoices, process payments, and track balances.
• Build and distribute performance reports for various departments.

Skills

Excellent written and verbal English communication skills

Strong proficiency in Microsoft Excel

Strong proficiency in Google Sheets

High attention to detail

Analytical mindset

Customer service experience

Education

Experience / education in Business, Finance, Accounting, or related field

Tools

QuickBooks

ServiceDesk

Job description

Customer Service & Finance Associate

Location: Remote (South Africa)
Hours: 7:00 or 8:00 AM – 4:00 or 5:00 PM Central Time (U.S.)
Schedule: Monday–Friday
Employment: Full-time

Salary: R30K – R40K CTC p.m. (depending on experience)

Our client is an appliance services company in Texas (USA) with additional commercial and installation divisions serving high‑end residential and business clients. Recognized nationally for customer satisfaction and professionalism, our company combines craftsmanship, accountability, and innovation to deliver the best appliance service experience in the country.

We are looking for a skilled and motivated Customer Service & Finance Associate based in South Africa to support both our operations and accounting functions. This individual will play a vital role in bridging customer communications, finance coordination, and business performance tracking across multiple departments.

Key Responsibilities

Customer Service & Coordination

• Answer customer phone calls, emails, and text messages promptly and professionally
• Set up and manage new customer accounts, ensuring accurate billing information and service history
• Serve as a dedicated point of contact for select high-priority customers and projects
• Coordinate service schedules and follow-up communications with technicians, customers, and warranty partners

Finance & Accounting Support

• Manage accounts receivable: issue invoices, process payments, track balances, and follow up on overdue accounts
• File warranty and manufacturer claims, ensuring proper documentation and timely reimbursement
• Assist with payroll preparation, ensuring hours and bonuses are accurately captured and submitted
• Help design and administer payment plans for customers or vendors
• Collaborate with accounting to ensure reconciliations, adjustments, and reporting are current and accurate

Data, Reporting & Business Support

• Build and distribute daily, weekly, monthly, and quarterly performance reports for various departments (service, parts, installations, etc.)
• Maintain dashboards and scorecards to monitor technician and branch performance
• Assist in creating and updating KPI targets across departments
• Support internal process improvement initiatives and special projects as assigned

Qualifications

• Experience / education in Business, Finance, Accounting, or related field preferred
• 3+ years of experience in customer service, finance, or administrative roles
• Excellent written and verbal English communication skills
• Strong proficiency in Microsoft Excel, Google Sheets, and business reporting tools
• High attention to detail, analytical mindset, and ability to manage multiple priorities
• Experience with QuickBooks, ServiceDesk, or similar CRM/accounting systems a plus

Work Environment & Expectations

• Full-time, remote position based in South Africa
• Must be available and responsive during U.S. Central Time business hours (7 AM – 4 PM or 8 AM – 5 PM)
• Must be reachable by phone and online throughout the workday