Description
AppleOne is proud to present:
Job Title: Customer Service Representative (Funding)
Location: Rochester, NY (On-site)
Contract Duration: 12 months
Pay Rate: $22–$26/hour
Job Summary:
We are seeking a detail-oriented and highly organized Customer Service Representative (Funding) to join our client’s team—a leading provider of payroll and benefits solutions. This role plays a vital part in supporting financial operations, including invoice management, risk analysis, reporting, and client communication.
Key Responsibilities:
Perform data entry for purchased invoices.
Prepare and maintain weekly financial packets, including invoice activity, accounts receivable reports, and reserve analysis.
Monitor and analyze invoice data to identify potential risks or inconsistencies.
Generate and distribute financial reports to senior management as required.
Collaborate with internal teams and external customers to ensure high levels of satisfaction and support company goals.
Process and transmit accounting reports and payment transactions, including wires, ACH, A/R aging reports, and subsidiary financial documents.
Respond to customer inquiries in a timely and professional manner.
Complete additional duties and projects as assigned.
Evaluation Criteria:
Accuracy and timeliness of data entry, financial packets, and payment processing (wires, ACH).
Quality of risk analysis and insights provided to management.
Customer satisfaction and responsiveness.
Consistent adherence to company policies and procedures.
Effective time management and task completion in a well-organized, positive manner.
Contribution to team collaboration and company objectives.
Work Environment & Expectations:
Primary work will be conducted indoors in an office setting.
Occasional travel may be required for training purposes.
Work hours may vary based on business needs; flexibility is essential.
The company will provide all necessary tools and equipment to perform the job effectively.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#8820
Experienced (Non-Manager)