Customer Intake Associate

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Wed, May 07, 2025

Job Summary

A company is looking for a Customer Intake Senior Associate to manage new customer account information.

Key Responsibilities
  • Verify and ensure the accuracy of customer account information
  • Communicate and work with customers to update their account information as necessary
  • Collaborate with the customer success team
Required Qualifications
  • Extremely detail-oriented and organized
  • 2+ years of professional experience in a customer service/support role
  • College degree
  • Experience in a call center environment, preferably for a financial institution
  • Familiarity with Zendesk

COMPLETE JOB DESCRIPTION

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