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Customer Service Representative

Remote, USA Full-time Posted 2025-04-26

12 OAKS SENIOR LIVING is a leading accounting firm specializing in providing financial services to senior living communities. We are currently seeking a dedicated and customer-oriented individual to join our team as a Customer Service Representative. As a Customer Service Representative at 12 OAKS SENIOR LIVING, you will be the first point of contact for our clients, providing high-quality assistance and support.
In this role, you will be responsible for responding to inquiries, resolving issues, and ensuring customer satisfaction. You will represent the company in a professional and friendly manner, acting as a bridge between our clients and our accounting team. The ideal candidate has excellent communication skills, strong problem-solving abilities, and a passion for delivering exceptional customer service.
Responsibilities
• Respond to incoming calls and emails from clients, addressing inquiries and providing accurate information
• Assist clients in navigating our accounting... software, resolving technical issues, and providing troubleshooting guidance
• Collaborate with the accounting team to resolve client concerns and ensure timely and accurate resolution
• Maintain a high level of product knowledge to effectively address client inquiries and offer solutions
• Process customer orders, returns, and exchanges in a timely and accurate manner
• Provide guidance and training to clients on how to best utilize our accounting services and tools
• Proactively identify opportunities to enhance the customer experience and provide feedback to improve processes
Requirements
• Bachelor's degree in accounting, finance, or a related field
• Minimum of 2 years of experience in a customer service role
• Strong communication skills, both written and verbal
• Excellent problem-solving abilities and attention to detail
• Proficient in using accounting software and tools
• Proven ability to multitask and prioritize tasks effectively
• Ability to work independently and collaboratively in a team environment
• Strong interpersonal skills and the ability to build and maintain positive relationships with clients
Benefits
Benefits offered are 401k Health, Dental and Vision Plans, Short- and Long-Term Disability, Life Insurance, Critical Illness and Accident Policies, Health Club Membership (up to $50 per Month), Tuition Assistance (for employees still in college), Employee Assistance, Program Personal and Vacation Time Holiday Pay

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