Find & Apply For Financial Services Sales Agent Jobs in Matthews, North Carolina

Overview This is a two-part, in-person role. Part of the day you work as a Customer Service Representative — answering phones, booking appointments, and taking care of customers. The rest of the week you handle the office and collections work that keeps our money moving: chasing down payments, running the mail and the bank, and being the local hands for our outside bookkeeper. Our actual bookkeeping — reconciliations, financial statements, payroll, and taxes — is handled by someone else. You are not the bookkeeper. Your job is everything that still has to happen in person and with someone who knows our customers and our

CRM:

collecting what we're owed, processing what comes in the mail, getting to the bank, and gathering the paperwork the bookkeeper needs. In short, you take a stack of recurring tasks off the owner's plate so nothing slips. You do not need accounting experience. You need to be reliable, organized, comfortable on the phone with customers about money, good with technology and our CRM, and willing to run errands and handle physical paperwork. Duties Customer Service / Dispatch (part of the week):

• Answer inbound calls promptly and book appointments while the customer is on the phone
• Return messages and missed calls the same day — nobody waits on us
• Book, confirm and reschedule appointments accurately in the CRM
• Keep customer records complete and current — notes, status, contact and payment details

Collections & Accounts Receivable:

• Work the A/R aging report: call customers on past-due balances and follow up until paid
• Take payments over the phone and in person; apply and record them against the right invoice in the CRM
• Track deposits held and flag any account that needs to go to collections or a lien
• Send invoices, receipts and payment reminders to customers

Mail, Bank & In-Person Office Work:

• Collect, open and sort the daily mail; log any checks or payments that come in
• Make bank runs — deposit checks and cash, and handle other bank errands
• Run general errands that take work off the owner's plate (post office, supply pickups, drop-offs, filings)
• Order, suspend and cancel employee spending/Bill cards and keep the receipts organized Support for the

Bookkeeper:

• Gather and forward the documents the bookkeeper needs: receipts, statements, vendor W-9s and COIs
• Scan and file paperwork so the bookkeeper has clean records to work from
• Answer the bookkeeper's questions about specific customers, jobs or payments using the CRM
• Flag discrepancies you spot (missing payments, duplicate charges) to the bookkeeper and the

CSR Manager Benefits:

• Health Insurance after 1st of month after 60 days (50% employer paid)
• Dental Insurance after 1st of month after 60 days (50% employer paid)
• Vision Insurance after 1st of month after 60 days (50% employer paid)
• Company phone for all company interactions

Paid Time Off:

• 13

Days Paid Time Off:

inclusive of sick time, vacation time and any other form of paid time off. Earned over the course of the year, accrued equally each pay period, and only available to begin redeeming after first 60 days of employment.

• 9

Holidays:

New Year's Day (if NYD is on a weekend, TE will observe the national day off), Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after

Thanksgiving, Christmas Eve, Christmas Day Pay:

$20.00 per hour

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person