Customer Intake Associate

Job Summary

A company is looking for a Customer Intake Senior Associate.

Key Responsibilities

• Verify and ensure the accuracy of customer account information
• Communicate and work with customers via phone, email, and messaging to update their information
• Collaborate with the customer success team

Required Qualifications

• Extremely detail-oriented and organized
• College degree
• 2+ years of professional experience
• Experience in a customer service/support role or call center environment, preferably in finance
• Familiarity with Zendesk