Job details

Customer Service Representative - Funding Only team - Advance Partners

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.

The shift is Monday - Friday approx. 8:30 am - 5:00 pm ET.

Prepares weekly packets for invoices purchased, accounts receivable activity and reserve analysis.
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.
Prepares and distributes reports to senior management as required.
Partners with customers and other team members to achieve customer satisfaction while maintaining Advance’s 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 in Accounting - Required
Associate's Degree in Accounting or Related Field - Preferred
Comparable work experience.

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By Paychex

The company was founded in 1971 by B. Thomas Golisano with just $3,000 and a good idea – to make payroll outsourcing easy and affordable for small businesses. From those early days with just one employee, Paychex now has more than 16,000 employees...

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