Customer Service Representative
Be the first point of contact for MPG clients and prospects, delivering clear, timely and confidential support from intake through completion.
Apply Now- Location
- Remote — eligibility by location discussed during recruitment
- Work arrangement & schedule
- 100% remote
- Compensation & benefits
- Details discussed during recruitment
Overview
Serve as the first point of contact for Mayberry Professional Group clients and prospective clients. Deliver clear, timely, confidential support across taxation, credit/debt services, financial education, business services and other authorized offerings. Coordinate inquiries from intake through completion without giving unauthorized professional advice.
Key Responsibilities
- Answer inbound calls, emails, portal inquiries and mail correspondence.
- Identify the service a client needs and route the inquiry to the correct team.
- Help prospects understand approved intake and consultation steps.
- Give clients status updates based only on approved case records.
- Verify identity before discussing confidential client information.
- Collect missing documents through approved secure portals.
- Create and send invoices, approved payment links and payment reminders.
- Follow up on declined or late payments without misrepresentation or harassment.
- Coordinate appointments.
- Maintain detailed CRM notes and escalate complaints and disputes.
- Maintain service turnaround times and accurate records.
- Never promise outcomes such as refunds, credit score increases or legal relief.
Qualifications
Required
- Clear written and verbal communication.
- Strong organization and customer service judgment.
- Ability to keep client information confidential.
- Comfort using everyday business technology.
- Ability to learn defined service workflows.
Preferred
- Experience with CRM, phone, email and invoicing tools.
- No specific degree or certification is required.
Performance Expectations
Follow the response and follow-up targets set after onboarding. Performance considers accuracy of case notes, client satisfaction, proper escalation, and never giving unauthorized financial, legal or tax advice.
Reporting & Compliance
Reports to the designated Operations/Client Services supervisor (final title to be confirmed). Follows MPG identity-verification, confidentiality and payment-collection policies.
Application Questions
The application form will ask you about:
- Describe your customer service experience.
- Which CRM or help desk tools have you used?
- How have you handled confidential information?
- Share an example of de-escalating a difficult conversation.
- What is your availability?
How to apply
Complete the application below and optionally attach a resume (PDF, DOC or DOCX, up to 5 MB). You will receive a reference ID when it is submitted.
Do not include your Social Security number, date of birth, driver's license or other government ID, home street address, banking details, or EFIN/PTIN numbers. We do not ask about age or other protected characteristics. See the Recruitment Privacy Notice.
Mayberry Professional Group welcomes applicants of all backgrounds and makes recruitment decisions without regard to characteristics protected by law. If you need a reasonable accommodation to apply, email careers@mayberryprofessionalgroup.com.
This posting is not an offer of employment, and no individual compensation agreement is implied. Schedule, eligibility by location, detailed pay terms and benefits: details discussed during recruitment.
Apply
Please do not include your SSN, date of birth, driver's license, home street address, banking details, or ID copies. See our privacy notice.
Submitting an application does not guarantee an interview or offer.