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Customer Service Assistant

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full-time

Posted on:

Location Type: Office

Location: Houston • Texas • United States

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About the role

  • Support Client Service Specialists (CSS) with client communications to help obtain records
  • Follow up with clients on needed actions (e.g., fee approvals, authorizations, no record notifications)
  • Manage incoming invoices and correspondence
  • Handle calls and emails from agents or field contacts
  • Research incomplete or missing contact information for facilities
  • Make expediting calls for urgent requests, client follow-ups, and problem records
  • Monitor and respond to CSR emails and voicemails
  • Troubleshoot and research missing records and escalate as needed
  • Confirm invoice amounts align with record request limits
  • Process payments via check or credit card
  • Log credit card payments and verify check clearances
  • Provide payment documentation for internal or client use
  • Research purpose of correspondence
  • Coordinate directly with facilities or track items for internal CSR review

Requirements

  • High school diploma
  • At least 2 years of customer service experience
  • Effective communication by phone and email
  • Experience in the legal or administrative field is a plus
Benefits
  • Medical
  • Dental
  • Vision
  • Paid Parental Leave
  • LifeLock
  • Fun team-building activities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
effective communicationcustomer serviceproblem-solvingresearch skillsorganizationattention to detail
Certifications
high school diploma