Client Services Representative
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Services Representative (Fintech/Logistics): Managing client funding requests and delivering high-quality customer service within a freight transaction network with an accent on risk management and verification protocols. Focus on resolving disputes, maintaining accurate client accounts, and fostering strong partnerships through effective communication.
Location: Must be based in San Diego, CA
Salary: $19.62 - $27.48 per hour
Company
is a fintech company focused on building a modern and secure freight transaction network to streamline industry operations.
What you will do
- Provide exceptional customer service via phone, email, and written correspondence.
- Verify freight loads in accordance with the company's Risk Management Program.
- Review client accounts, including A/R aging, disputes, and open credits.
- Recommend approval, holding, or denial of invoices to Account Executives.
- Conduct ongoing client training on internal processes and systems.
- Collaborate with team members and management to maintain a positive service environment.
Requirements
- Must be located in or near San Diego, CA
- Associate or Bachelor’s degree or 4+ years of relevant customer service experience.
- Experience in a fast-paced environment, ideally within freight, transportation, or factoring.
- Proficiency in Microsoft Office and Google Suite.
- Strong multitasking, organizational, and communication skills.
- Ability to follow detailed instructions and work collaboratively.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance plans.
- Paid Time Off (PTO) program.
- 401k retirement savings plan.
- Collaborative team environment focused on professional growth.
- Opportunity to work in a fast-paced, innovative fintech setting.
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