Account Servicing Associate

Summary

Join Beyond Finance as a Business Operations Account Servicing Associate and contribute to our mission of helping Americans escape crippling debt. You will play a key role in optimizing customer experience, ensuring compliance, and driving process improvements throughout the post-enrollment customer lifecycle. This involves analyzing operational performance, managing daily transactions, and maintaining customer account information. The ideal candidate is analytical, results-driven, and possesses strong communication and collaboration skills. Beyond Finance offers a supportive work environment and competitive benefits, including health, dental, and vision insurance, generous PTO, 401(k) matching, and career development opportunities.

Requirements

• Possess exceptional ability to manage individual time and tasks in order to meet or exceed productively goals
• Have a minimum of 1-2 years of financial industry / banking experience
• Demonstrate the ability to communicate effectively and confidently on all levels
• Show proven ability to work independently and take initiative to ensure tasks are completed
• Work collaboratively within a team atmosphere
• Possess customer service skills when interacting with co-workers, vendors or visitors
• Be a high school graduate or equivalent (GED)
• Have proficiency in MS Office applications

Responsibilities

• Act as key liaison across the three operational units (Enrollment, Client Service, and Settlements) to ensure business and compliance standards are working properly and being followed
• Be responsible in processing daily transactions per the customer request submitted via the Client Service Department
• Analyze daily reports regarding exception management, creditor correspondence, and customer account changes
• Maintain integrity of customer account information within CRM (Salesforce)
• Manage communication structure and timing for key program milestones and all payment-transaction related events
• Process customer account updates within CRM system
• Perform accuracy checks on established business processes
• Other duties and special projects, as required

Preferred Qualifications

Have familiarity with Customer Relationship Management (CRM) systems

Benefits

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training