Customer Service Representative – Funding Operations – Advance Partners in Highland Hills, Ohio

Overview

This position provides customer service to the Funding Services client base by preparing weekly funding packets and routine customer service.

Responsibilities

Advance Partners champions next-level staffing firm growth through payroll funding, back-office solutions, and strategic business coaching. A company 100% dedicated to the talent acquisition/staffing industry, we’re proud to support businesses that put millions of people to work every day. We were founded to serve as a growth partner to the go-getters of the talent acquisition industry and that remains essential to our core. We’ve shaped our close-range approach to customer care and funding to give staffing firms the trust and confidence to say yes to game-changing opportunities. Founded in 1998 and headquartered in Cleveland, Ohio, we have provided over $40 billion in 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. For more information visit http://www.advancepartners.com

Please note: The person who fills this role will train/work in the office in Highland Hills, OH or Rochester NY & will work towards a hybrid schedule of 3 days in the office and 2 days at home if desired.

• 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 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 – Required

• Associate’s Degree in Accounting or Related Field – Preferred

• Excel – Intermediate Proficiency – Required. 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.