Customer Service Representative (NM)

Customer Service Representative (NM)

LHH Recruitment is partnered with a financial services company in Albuquerque, New Mexico that is looking to add a Customer Service Representative to the team! This is a full-time onsite Monday through Friday position. Pay range $20-$23 per hour depending on prior experience.

The Customer Service Representative role serves as a key operational support function, coordinating between clients, internal teams, and financial professionals to ensure all transactions are executed efficiently.

Job Responsibilities

• Process financial transactions including payments, transfers, distributions, and account-related activity
• Verify transaction details and ensure accuracy before processing
• Maintain organized and accurate records for all transactions and client accounts
• Prepare, review, and track required documentation to ensure completeness
• Act as a liaison between clients, advisors, and internal departments
• Provide updates on transaction status and follow up on outstanding items
• Ensure all transactions comply with company policies, regulatory requirements, and internal controls
• Identify discrepancies or issues and escalate as needed
• Track deadlines and ensure all steps in the transaction process are completed on time
• Prioritize multiple transactions in a fast-paced environment
• Respond to client inquiries related to transactions and account activity
• Deliver a high level of customer service while maintaining confidentiality

Qualifications

• 1+ years of experience in financial services, banking, accounting, or administrative support as a customer service representative
• Experience with transaction processing, payment processing, or financial operations preferred
• High school diploma required
• Onboarding requirements include background check and credit check due to the nature of the environment

Key Skills

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to multi-task and meet deadlines
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word) and financial systems/CRMs
• Basic math skills including adding, subtracting, multiplication, and division.

If you are interested and meet the requirements apply now!