Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite at Latitude Inc – Rockville, Maryland

We are seeking a professional and detail-oriented Customer Service Representative with experience in the Accounting, Banking, or Healthcare industry. This role is responsible for delivering exceptional customer support while handling inquiries related to financial transactions, billing, accounts, or patient/client services. The ideal candidate has strong communication skills, accuracy, and the ability to navigate sensitive or regulated information.

Hours: Monday-Friday 8am-5pm

Employment is contingent on successfully passing a drug and background check.

• Serve as the primary point of contact for customer inquiries via phone, email, and/or chat

• Assist customers with account questions, billing inquiries, payments, and service-related issues

• Provide accurate information regarding financial records, invoices, insurance claims, or banking services

• Process transactions, updates, and account changes with a high level of accuracy

• Resolve customer concerns in a timely and professional manner, escalating complex issues when needed

• Maintain detailed and accurate records of customer interactions in CRM or internal systems

• Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards)

• Collaborate with internal departments such as accounting, billing, or operations to resolve issues

• Identify opportunities to improve customer experience and internal processes