Financial Services Representative

Insight Global is looking for a Financial Services Representative to support a higher education client. This is a 6-month onsite contract in Riverside.

Responsibilities include:
- Serve as the primary point of contact for students, parents, staff, and campus visitors, responding to questions related to student accounts, billing, financial aid, and university services via phone, email, and in person.
- Resolve student account issues, including payment discrepancies, account charges, financial aid disbursements, outstanding balances, and collections-related inquiries.
- Create account statements, monitor receivable balances, and communicate with students regarding past-due accounts and payment responsibilities.
- Process and manage student deferments, sponsor payments, military-funded payments, third-party contracts, returned payments, rejected refunds, and stop-payment requests.
- Review eligibility documentation and reconcile incoming wire transfers and other payments to ensure accurate account balances and financial records.
- Utilize knowledge of FERPA regulations to appropriately communicate sensitive student account information and maintain compliance with privacy requirements.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

- 2+ years of experience in accounts receivable, billing, collections, account reconciliation, statement generation, and account balance management.
- 1+ year of experience working in a higher education environment or supporting student accounts, with knowledge of FERPA regulations and student privacy requirements.
- Experience using automated billing, accounts receivable, ERP, or student information systems (Banner, CASHNet, PeopleSoft, or similar).
- 2+ years of customer service experience supporting customers, students, parents, or internal stakeholders via phone, email, and in person.
- Experience researching and resolving billing discrepancies, payment issues, account holds, refunds, and account inquiries with a high degree of accuracy.
- Strong written and verbal communication skills, with the ability to explain financial information, payment options, and university policies in a clear and professional manner.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.