Financial Services & Operations Representative at BizX
Bellevue, WA 98004, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Sep, 25

Salary

70000.0

Posted On

18 Jun, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Dental Insurance, Financial Services, Communication Skills, Life Insurance, Vision Insurance, Communications, Health Insurance, Finance, Slack, Microsoft Office

Industry

Outsourcing/Offshoring

Description

OVERVIEW

BizX is seeking the best people who thrive in a culture of empowerment and thinking big. Our team needs people who are results-driven, have positive attitudes, work collaboratively, and aspire to create raving fans!
We are looking for a highly motivated and effective Financial/Customer Services Representative to bolster the operations of BizX Headquarters in Bellevue, Monday through Friday from 8:00am to 5:00pm PT. This is not a remote job.

QUALIFICATIONS

  • Education: Bachelor’s degree in business, communications or related field.
  • 2+ years of customer service experience
  • Ability to deliver excellent customer experiences
  • Well-versed in Microsoft Office and Slack
  • Experience with CRM systems
  • Basic knowledge of business practices and/or financial services
  • Self-starter who takes initiative to learn and improve
  • Positive, driven, and humble team player
  • Experience: Internship or entry-level experience in finance is preferred.
  • Excellent communication skills, both verbal and written, with the ability to explain complex concepts clearly.
  • Ability to work independently as well as part of a team.
    Join us in making a positive impact on our members futures while advancing your career!
    Job Type: Full-time
    Pay: $55,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Employee discount
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Ability to Commute:

  • Bellevue, WA 98004 (Required)

Work Location: In perso

Responsibilities
  • Respond to customer inquiries via phone, email, and chat
  • Onboard and offboard customers, and educate them on self-service tools
  • Fulfill customer orders from inventory
  • Assist with customer payments and address failed/overdue transactions
  • Help resolve customer issues while learning their internal database, business processes, structure, and the growing industry firsthand
  • Data Management: Perform data entry, verification, and maintain financial metrics including AP, AR and Collections
  • Respond to customer requests and queries via phone, email, and chat
  • General financial tasks such as accepting customer payments and contacting customers regarding failed/overdue payments
  • Provide recommendations to reduce costs and improve financial status
  • Work with various departments to understand financial implications of corporate activities.
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