Customer Service Representative - Funding Only - Advance Partners
Posted October 10, 2023
Apply: Paychex
This position provides customer service to the Funding Services 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 over $5 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 will work a hybrid schedule of at least 1-3 days in the office in Highland Hills, OH or Rochester NY.
The shift is Monday - Friday approx. 8:30 am - 5:00 pm ET.
- Prepares & reconciles weekly packets for invoices purchased, accounts receivable activity and reserve analysis.
- Prepares excel 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 & notifies appropriate partners of observations.
- Partners and helps to lead issue resolutions with clients and or processes, employing high level of problem solving skill and critical thinking
- Partners with customers and other team members to achieve customer satisfaction while maintaining Advances goals and mission.
- 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
- in Excel - Intermediate Proficiency - Required
- in Excel - Advanced Proficiency - Preferred
- 3 years of experience in Comparable work experience in Accounting &/ Service Industry.
Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $18.00 - 22.18 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
EOE, including disability/vets