Job Description

Position Overview:

We are seeking an experienced and highly skilled Customer Service Representative to join our team. This individual will serve as a key point of contact for our clients, providing exceptional support and handling customer interactions with professionalism and efficiency.

Key Attributes & Qualifications:

Extensive Customer Service Experience

• Minimum of [1–3]+ years in a customer service role, ideally in a fast-paced or client- focused environment.

QuickBooks Proficiency

• Strong working knowledge of QuickBooks is required. Must be comfortable navigating the platform for tasks such as invoicing, payments, customer account management, and reporting.

Microsoft Office Expertise

• Advanced experience in Excel (data entry, formulas, reporting) and Outlook (email communication, calendar management, and task organization).

Professional Communication Skills

• Exceptional verbal and written communication abilities. Able to clearly and calmly resolve customer issues while maintaining a positive, helpful attitude.

Detail-Oriented and Organized

• Capable of managing multiple tasks simultaneously with accuracy and efficiency.

Problem Solver

• Proactive in identifying solutions and following through to ensure customer satisfaction.

Preferred Characteristics:

• Demonstrates initiative and ownership in daily tasks
• Adapts quickly to new systems and processes
• Thrives in a collaborative, supportive work environment
• High level of integrity and reliability

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