Customer Service Representative

The role

You will serve as a frontline ambassador delivering service via phone, email, and in-person meetings. You will support client onboarding, retention, and service needs while assisting internal accounting teams.

What you will do

• Engage with clients via phone, email, and in-person interactions
• Support client onboarding, retention, and service inquiries
• Review customer accounts for contract changes and service level updates
• Communicate complex financial information clearly and professionally
• Prepare professional correspondence for third-party financial requests
• Handle inbound email and inbound/outbound phone communication
• Document client interactions and maintain accurate records
• Gather and input client data into internal systems
• Guide and assist walk-in clients
• Assist in managing operations within the Pittston PRIME Hub call center

Required qualifications

• Strong customer service experience, including handling complaints and resolving complex issues
• Ability to communicate complex information with clarity, professionalism, and empathy
• Excellent written and verbal communication skills
• Strong phone presence
• Ability to thrive in a fast-paced, goal-oriented environment
• Strong organizational, multitasking, and time management skills
• Detail-oriented with strong analytical and problem-solving abilities
• Ability to work both independently and collaboratively
• Maintain strict client confidentiality
• Microsoft Office (Word, Excel, PowerPoint)
• CRM and call center systems
• Ability to pass a CJIS background check

Nice to have

• 1–2 years of customer support experience preferred

Benefits

• Base hourly rate
• Performance-based incentive (Balanced Scorecard program)
• 192 hours of PTO annually
• Health, dental, and vision insurance
• Company-paid short-term and long-term disability
• Company-paid life insurance
• Safe Harbor 401(k) with employer contributions
• Supplemental life, critical illness, and accident insurance
• Access to Becker and LinkedIn Learning

Before you apply

• Ability to pass a CJIS background check

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company invests in professional development and connects professionals to broader career opportunities.