Candice Wright Email & Phone Number

As a Client Service Representative with a strong focus on financial services, I efficiently and proactively manage client communication via phone and email, ensuring that each interaction is handled with professionalism and care. My role involves answering client questions regarding financial transactions and providing clear and accurate information.Utilizing CRM systems is a key part of my work, as I ensure that all transaction and case statuses are kept up-to-date and that all communications are logged for seamless client interactions.Building and maintaining strong relationships with clients is one of my top priorities. I strive to understand their needs and provide solutions that meet their expectations. Additionally, I collaborate across departments to ensure that client requests are completed efficiently and accurately, fostering a team-oriented environment focused on delivering exceptional service.

Atlanta, Georgia, United States

Payroc is a global credit card processing company! Assist Sales Agents with pre-sale by analyzing merchant statementsBe knowledgeable of competitor pricing models and processingAssist with retention efforts through rate reviews of current merchant accounts

Atlanta, Georgia, United States

Assist Sales Agents pre-sale with financial analysis on merchant statementsHandled support questions and concernsAssisted with retention efforts

Partnered with management to identify recruiting needsRecruit and screen candidates for open positionsCompleted onboarding tasks for new hires

Analyzed panel customer listing and identified any changes or errorsCompleted worker's compensation panels in compliance with state legislationsAccounts Receivable Duties:Analyzed customer accounts for past due invoicesPrepared and sent notices for past due invoices

Processed payroll for 4,000+ employees on a weekly bases. Ensured compliance with federal and state taxes. Reviewed and analyzed federal unemployment claimsReviewed invoices and processed in Accounts Payable system

Assisted with recruiting talent for open positions in one of our top branchesCompleted onboarding tasks for each employeeProcessed payroll for 55+ clients weekly.