Financial Advisor at Entegee in Charlotte, North Carolina

Posted in Other 3 days ago.

Type: full-time





Job Description:

Financial Representative

Hybrid - up to 3 days per week in the office

  • Answers customer or vendor inquiries and accesses information from multiple sources using numerous computer programs.
  • Fields and receives customer inquiries for basic to complex administrative issues and questions.
  • Provides a high level of quality and comprehensive customer care services by collecting information from the customer or vendor, performing moderately complex transactions, retrieving answers in a knowledge base, websites, or financial systems, documenting/tracking service in a case management system, writing notes and emails to complete service, and filing documents electronically.
  • Works as a team member performing various tasks across Accounts Payable, Travel and Expense and IT. Creates cases for handling and escalates cases to other provider groups, as needed.

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