Compliance, Customer Specialist

Description We are looking for a Compliance, Customer Specialist to support customer interactions and account administration for a services organization in Fresno, California. This is a Contract to hire position focused on handling inbound and outbound communications, reviewing documentation, and helping ensure accurate tax-related account processing. The ideal candidate brings strong customer service skills, sound judgment, and the ability to work carefully with data, calculations, and compliance-related information in a call center setting.

Responsibilities:

• Manage a high volume of incoming calls, outbound calls, and electronic correspondence while providing prompt and timely customer support.
• Review municipal code information to assess tax obligations and assist customers with questions related to assigned jurisdictions.
• Process applications, statements, and supporting records with accuracy, ensuring account details are complete and up to date.
• Calculate charges and prepare business tax invoices while identifying discrepancies that may affect billing accuracy.
• Follow up on overdue accounts, support collection efforts, and gather missing account information through outbound outreach.
• Maintain customer accounts, organize payment-related records, and assist with preparing city payment batches for processing.
• Monitor call center activity and deliver taxpayer assistance with a service-oriented and compliant approach.
• Use available data to identify potentially non-compliant businesses and issue appropriate notifications or correspondence.
• Perform general administrative support such as filing, scanning, document handling, and preparing outbound mail or courier packages.
• Adhere to company policies, regulatory expectations, and quality standards in all customer and account management activities. Requirements
• At least 2 years of experience in customer service, call center operations, compliance support, or a related administrative role.
• Ability to work at a computer for extended periods during a standard five-day workweek.
• Experience handling inbound and outbound customer communications by phone and email in a fast-paced environment.
• Working knowledge of Microsoft Office Suite and the ability to navigate multiple browser-based systems efficiently.
• Strong written and verbal communication skills with the ability to explain account or tax-related information clearly.
• Solid attention to detail and the ability to compare records, identify inconsistencies, and perform basic calculations accurately.
• Demonstrated analytical thinking, problem-solving ability, and sound customer service judgment.
• Comfort addressing account follow-up, document processing, and customer concerns related to connectivity or access issues.

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