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Client Support Specialist

4 months ago

Tampa, United States Fintech Full time

Join Fintech headquarters in Tampa as a Client Support Specialist

Fintech is the leading business solutions provider of cost-effective technology built to simplify invoice management for products in any business, of any size across the hospitality, retail, and regulated alcohol industries. We empower retailers, distributors, vendors, and suppliers by automating essential B2B business processes and data insights associated with invoice transactions, accounting procedures, invoice data intake, forensic data research, and customer sales management. With over 30 years of industry experience and unwavering dependability, Fintech delivers an immediate ROI to over 1M business relationships nationwide. By streamlining the day-to-day functions necessary to protect and grow margins, teams can get back to doing what they do best - taking care of customers and growing their businesses.

The Client Support Specialist position encompasses a unique combination of client support, problem-solving, financial operations support, technical assistance, and other functions key to our company's philosophy of providing excellent client service. The Client Support Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.

Essential Functions:

* Ensure all client calls and email requests are responded to appropriately and on a timely basis
* Timely processing of manual invoicing and bank account changes per department standards
* Process all monetary and non-monetary returns submitted by our processing banks which include client communication, tracking, and follow-up.
* Maintain knowledge of Fintech policies, products, services, and internal procedures
* Educate clients on the Fintech website and processes
* Formulate recommendations for system enhancements and process improvements to increase efficiencies with client support department and client end-user experience.
* Assist with updating SOPs and creating training documentation for internal and external use
* Keep management apprised of critical client situations
* Promote positive interactions with all Fintech business units
* Ensure positive client experience through high quality service both written and verbal
* Respond to and resolve complex issues through incident recognition, research and resolution
* Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants

Qualifications:

* 1-3 years client service experience
* Positive Interpersonal skills
* Excellent verbal and written communication skills
* People-oriented and client-focused
* Problem analysis and problem-solving
* Solution knowledge
* Strategic thinking
* Detail-oriented
* Exceptional organizational skills and the ability to prioritize assignments
* Ability to produce results quickly
* Motivated, independent, able to work under pressure and meet deadlines
* Must be fluent Windows user with a basic understanding of database operation
* Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
* Project Management and ACH processing a plus
* Experience in helpdesk or ticketing system a plus

Our Benefits:

* Hybrid Work
* Employer Matched 401K (Up to 10% of Employee Salary)
* Company Paid Medical Insurance Option for Employee and Dependent Children
* Company Paid Dental Insurance for Employee
* Company Paid Vision Insurance for Employee
* Company Paid Long and Short-Term Disability
* Company Paid Life and AD&D Insurance
* 18 Paid Vacation Days a Year
* Six Paid Holidays
* Employee Recognition Programs
* Holiday Bonus
* Incentive Compensation
* Community Outreach Opportunities
* Business Casual Dress Code

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.