Customer Service Representative - Funding Operations

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award‑winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture.

Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

This position provides customer service to the Funding Services client base by preparing weekly funding packets and routine customer service.

Advance Partners, a Paychex‑backed financial services firm founded in 1998 and based in Cleveland, OH, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services. Serving 600+ firms with nearly $8 billion annually, they offer flexible capital, compliance expertise, and growth‑focused advisory tailored to the talent acquisition industry. For more information visit

Please note:

The person who fills this role will train/work in one of the local offices listed in the posting. After training they will be allowed to work a hybrid schedule of 3 days in the office and 2 days at home if desired.

The shift is Monday – Friday, approx. 8:00 a.m. – 5:00 p.m. ET. (hours in other time zones may be adjusted).

Applicants must be authorized to work for any employer in the US. Paychex is unable to sponsor or take over sponsorship of an employment Visa at this time. Candidates for this role may not be located in CA. This position is available for US based applicants only.

• Prepares & reconciles weekly packets for invoices purchased, accounts receivable activity and reserve analysis.
• Prepares excel file(s) for import or completes data entry for invoices purchased.
• Provides timely and professional responses to customer inquiries.
• Tracks and analyzes weekly invoice information to look for any inconsistencies which might be a sign of potential risk & notifies appropriate partners of observations.
• Partners and helps to lead issue resolutions with clients and or processes, employing high level of problem solving skill and critical thinking.
• Partners with customers and other team members to achieve customer satisfaction while maintaining Advance’s goals and mission.
• Completes timely transmission of accounting and payments reports such as wires, ACH, A/R aging and multiple subsidiary financial reports.

• H.S. Diploma - Required
• Associate's Degree in Accounting or Related Field - Preferred
• in Excel - Intermediate Proficiency - Required
• in Excel - Advanced Proficiency - Preferred
• 3 years of experience in Comparable work experience in Accounting & Service Industry.

In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $22.00 – $28.00 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.

• We value your well-being:
  We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time:
  From paid time off to company holidays, culture days, and comprehensive…