Advisor for Student Accounts and Customer Service

Cambridge, MA - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Posting Description

ADVISOR FOR STUDENT ACCOUNTS AND CUSTOMER SERVICE Student Financial Services will be responsible for Caseload Management & Counseling (50%): Manage an assigned caseload of roughly 4000 students providing integrated counseling and support for student accounts and financial matters. Act as the primary point of contact across multiple channels including in-person Zoom and email to resolve inquiries and support Institute goals for student retention; Account Auditing & Resolution (25%): Independently research and resolve complex student account discrepancies. Verify the accuracy of credit balances authorize fee reversals and process refunds in strict compliance with federal state and institutional regulations; Systems Knowledge & Strategic Support (25%): Maintain expert proficiency in MITs financial infrastructure (Banner Odyssey TransferMate) while ensuring FERPA compliance. Collaborate with campus partners and represent SFS at community events to provide comprehensive financial education.

Job Requirements

REQUIRED: a minimum of five years of related experience preferably within a university student accounting or financial aid setting; a high school diploma or equivalent; demonstrated exceptional research and analytical skills with the ability to interpret and apply complex institutional federal and state regulations; superior interpersonal negotiation and presentation skills; a high level of personal integrity and discretion when handling confidential financial and medical information; advanced in Microsoft Office Suite (particularly Excel); committed to mastering new software; a flexible patient demeanor; and the ability to manage a high-volume workload in a fast-paced deadline-oriented environment. PREFERRED: Bachelors degree.

3/13/2026

Required Experience:

Unclear Seniority

Posting DescriptionADVISOR FOR STUDENT ACCOUNTS AND CUSTOMER SERVICE Student Financial Services will be responsible for Caseload Management & Counseling (50%): Manage an assigned caseload of roughly 4000 students providing integrated counseling and support for student accounts and financial matters....