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Customer Intake Associate

Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025

Job Description:

A company is looking for a Customer Intake Senior Associate to manage new customer account information.
Key Responsibilities

Verify and ensure the accuracy of customer account information
Communicate and work with customers to update their account information as necessary
Collaborate with the customer success team

Required Qualifications

Extremely detail-oriented and organized
2+ years of professional experience in a customer service/support role
College degree
Experience in a call center environment, preferably for a financial institution
Familiarity with Zendesk

Keywords: VirtualVocations, Florence-Graham , Customer Intake Associate, Other , Vista, California

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