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Customer Account Set-Up – Data Entry – Audit


This is a Full-time position in Lexington, KY posted November 29, 2021.


The Customer Desk Associate performs specified duties in support of the day-to-day operations of the field and Financial Shared Services department.

They will also perform routine maintenance to ensure accounts are accurately created, linked and prepared for correct statement or billing consolidation.

Key Responsibilities:
Create, Maintain and Delete Customer locations based on paperwork provided from the Market Center
Audit and validate new customer packets to mandatory guidelines
Notify field of any missing documentation and/or unacceptable contract details / changes that result in stopping new customer account setup.
Communicate efficiently and effectively with Market Center Management team regarding additional information requirements or non-compliance
Primary contact for new and existing customers regarding credit card auto charge via inbound phone calls.
Maintain / update customer account and service contract information as required based on established SOPs.
Define customer hierarchy/relationships and link accounts as required.
Verify and merge duplicate records.
Monitor and correct asset lease billing and linkage.
Monitor and maintain all contract administration and maintenance requests via Salesforce
High level of organizational skills, integrity and accuracy.
Strong written and verbal communication.
Strong attention to detail.
Strong time management and prioritization skills.
MS Office Experience with proficiency in Excel required.
Experience with Customer Data Management best practices a plus
Customer service soft skills
High School Diploma required.

Associates Degree preferred.
3-5 years of work experience preferred.
Job Type: Full-time

Pay: $15.50 per hour

401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance
8 hour shift
Monday to Friday
Work Location: One location