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Associate 1 - Financial Operations
Associate 1 - Financial Operations-March 2024
Virtual
Mar 29, 2026
About Associate 1 - Financial Operations

  Essential Duties & Responsibilities

  • Respond to client inquiries or complaints regarding company products, contractual agreements, licensing, and billing

  via incoming telephone calls, written correspondence or email, and by using various system work queues

  • Process electronic payments via inbound telephone calls

  • Review and research account inquiries with respect to established policies, billing, procedures, contractual agreements, and current licensing practices

  • Follow up on leader’s requests and internal requests

  • Coordinate problem resolution with appropriate departments

  Skills/Knowledge

  • Knowledge of Microsoft Office

  • Strong oral and written communication skills

  • Strong problem-solving/analytical skills

  • Excellent customer service skills required

  • Excellent computer skills required. Experience using Microsoft AX and SalesForce.com helpful.

  • Must be able to work well under pressure to meet deadlines

  Work Environment/Physical Demands

  • While at work, this position is primarily a sedentary job and requires that the associate can work in an environment where they will consistently be seated for most of the workday

  • This role requires that one can sit and regularly type on a keyboard the majority of their workday

  • This position requires the ability to observe a computer screen for long periods of time to observe their own and others’

  work, as well as, in-coming and out-going communications via the computer and/ or mobile devices

  • The role necessitates the ability to listen and speak clearly to customers and other associates

  • The work environment is an open room with other associates and noise from others will be part of the regular workday

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