Customer Service Representative - Funding Only team - Advance Partners
Company: Paychex
Location: Cleveland
Posted on: May 26, 2023
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Job Description:
Overview
This position provides customer service to the Funding Only client
base by preparing weekly funding packets and routine customer
service.
Responsibilities
Advance Partners is an entrepreneurial and rapidly growing
specialty finance and business services company. Advance provides
payroll funding, working capital, back office support and a variety
of strategic services to independent staffing firms. Founded in
1998, and based in Cleveland, Ohio, we provide roughly $2 billion
in annual financing to over 350 entrepreneurial staffing firms of
all sizes. Our mission is to help staffing firms grow. In 2015,
Advance Partners was acquired by Paychex, Inc. (NASDAQ: PAYX) a
leading provider of integrated human capital management solutions
for payroll, HR, retirement, and insurance services. Advance
Partners is now a wholly owned subsidiary of Paychex, Inc. For more
information about Advance Partners visit
http://www.advancepartners.com
Please note: The person who fills this role may work a hybrid
schedule of at least 2 days in the office in Highland Hills Ohio or
Rochester NY.
Prepares & reconciles weekly packets for invoices purchased,
accounts receivable activity and reserve analysis.
Prepares file(s) for import or completes data entry for invoices
purchased.
Provides timely and professional responses to customer
inquiries.
Tracks and analyzes weekly invoice information to look for any
inconsistencies which might be a sign of potential risk.
Partners with customers and other team members to achieve customer
satisfaction while maintaining Advance's goals and mission.
Partners and helps to lead issue resolutions with clients and or
processes, employing high level of problem solving skill and
critical thinking
Completes timely transmission of accounting and payments reports
such as wires, ACH, A/R aging and multiple subsidiary financial
reports.
Qualifications
H.S. Diploma - Required
Associate's Degree in Accounting or Related Field - Preferred
Excel - Intermediate - Required
Excel - Advanced - preferred
3 to 5 years comparable work experience in the accounting and/or
service industry
*Paychex is committed to ensuring equal employment opportunities
without regard to race, ethnicity, color, national origin,
religion, creed, sex, pregnancy, veteran status, age, marital
status, sexual preference, gender identity, disability, genetic
information, or any other legally protected characteristic. We will
make reasonable accommodations for individuals requiring them in
accordance with applicable federal and state laws. To request an
accommodation during the application process, please contact (585)
385-6666.
Keywords: Paychex, Cleveland , Customer Service Representative - Funding Only team - Advance Partners, Sales , Cleveland, Ohio
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