Customer Service Associate
TLDR
Process account updates, resolve payment disputes, and maintain accurate records while supporting financial services clients.
Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join our team as a Customer Service Associate. This role presents a unique opportunity to gain a comprehensive understanding of all facets of our company. The ideal candidate will be driven to advance their career within the leasing industry and should possess outstanding communication and problem-solving skills..
Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest and best place to work recipient for the last 3 years. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment
Job Duties/Responsibilities:
- Develop a good understanding of our financial services to effectively assist clients and provide accurate information.
- Process account updates and service requests, including changes to contact, banking, and billing information.
- Prepare and send invoices, payoff quotes, and account statements at customer request.
- Assist customers with disputes and inquiries and reconciling payment history.
- Servicing accounts by investigating problems and finding resolutions regarding payments and customer service concerns.
- Use sound judgment to review customer accounts and determine the appropriate resolution or escalation path.
- Problem resolution, investigating and resolving client concerns, complaints, or issues promptly and effectively, ensuring client satisfaction.
- Maintain detailed and accurate records of client interactions, transactions, and resolutions.
- Answer inbound calls promptly and professionally, and resolve customer questions efficiently.
- Prepare and send invoices, payoff quotes, and account statements at customer request.
Characteristics:
- Strong analytical and problem-solving skills
- Positive, customer service-oriented attitude
- Ability to thrive in a fast-paced environment
- Ability to adapt to new situations and implement developed skills
Experience Requirements:
- 3+ years of experience in a customer service role
- Proficiency in basic mathematics
- Proficiency in the Microsoft Office suite (Excel, Word, Outlook)
- Experience in financial services, billing, or account support (preferred)
Salary Range: $45k - 55k
Benefits
Health Insurance
strong benefits
Learning Budget
countless opportunities for growth and advancement
Dext Capital is an innovative financial services company that provides tailored solutions for clients across the nation. With a strong focus on leveraging technology, Dext Capital stands out in the industry by fostering growth opportunities and maintaining a high-performance environment.