About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

Customer Service Representative

As a Customer Service Representative at Abacus, you serve as a frontline ambassador for the firm, delivering exceptional service across all client interactions. This role is responsible for engaging with clients via phone, email, and in-person meetings to support client onboarding, retention, and ongoing service needs, while also assisting internal accounting teams with client-related initiatives.

Key Responsibilities

Engage with clients via phone, email, and in-person interactions in a professional and timely manner

Support client onboarding, retention, and service inquiries

Review customer accounts for contract changes and service level updates

Communicate complex financial information clearly and professionally

Prepare professional correspondence for third-party financial requests

Handle inbound email and inbound/outbound phone communication using best practices

Document client interactions and maintain accurate records per firm procedures

Gather and input client data into internal systems

Guide and assist walk-in clients with clarity and professionalism

Take ownership of client requests and ensure follow-through within firm policies

Collaborate with Transportation Tax and Accounting teams to deliver quality outcomes

Contribute to process improvements and team efficiency initiatives

Support team goals and assist colleagues as needed

Assist in managing operations within the Pittston PRIME Hub call center

Core Competencies

Strong customer service experience, including handling complaints and resolving complex issues

Ability to communicate complex information with clarity, professionalism, and empathy

Excellent written and verbal communication skills

Strong phone presence (voice quality, grammar, listening skills)

Ability to thrive in a fast-paced, goal-oriented environment

Strong organizational, multitasking, and time management skills

Detail-oriented with strong analytical and problem-solving abilities

Ability to work both independently and collaboratively

Maintain strict client confidentiality

Technical Skills:

Microsoft Office (Word, Excel, PowerPoint)

CRM and call center systems

Ability to learn and navigate internal software platforms

Compensation & Benefits

We offer a competitive and transparent total compensation package:

Competitive hourly rate based on experience

Total compensation model including:

Base hourly rate

Performance-based incentive (Balanced Scorecard program)

Incentives earned and partially paid monthly based on performance

192 hours of PTO annually

Health and dental insurance (employee-only options fully covered)

Company-paid short-term and long-term disability

Company-paid life insurance

Safe Harbor 401(k) with employer contributions

Position Details

Full-time, non-exempt position (eligible for overtime)

Standard schedule aligned with office hours; some weeks may exceed 40 hours

In-office role

Qualifications

1–2 years of customer support experience preferred

Strong customer service mindset with goal-oriented approach

Physical Requirements

Ability to sit and work at a computer for extended periods

Frequent communication via phone and computer

Close vision and ability to adjust focus

Reasonable accommodations may be made as needed

Additional Requirements

Ability to pass a CJIS background check

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.