Client Account Representative

2 days ago


Santa Ana, California, United States Financial Statement Services, Inc Full time
Job Title: Client Account Representative

FSSI is seeking a highly skilled Client Account Representative to join our Client Services team in Santa Ana, CA. As a key member of our team, you will be responsible for managing client accounts, providing exceptional customer service, and ensuring seamless communication between clients and FSSI departments.

Key Responsibilities:
  • Manage day-to-day tasks for assigned client accounts, utilizing online tools and collaborating with operations teams in production areas.
  • Communicate directly with clients at various levels, ensuring timely resolution of client needs.
  • Liaise between client IT and business teams, and FSSI Development team.
  • Troubleshoot basic technical issues with FSSI Operations management.
  • Assist clients in understanding technical aspects of print, mailing, and online presentment specifications.
  • Manage and report physical pulls of documents from print files.
  • Review production reports to ensure accurate billing and pricing.
  • Prepare client reports and documents using PowerPoint, Word, or Excel.
Requirements:
  • Bachelor's degree in business, communications, or related field.
  • 1-3 years of client services account management, project management, or related industry experience.
  • Strong customer service philosophy and attitude.
  • Effective business writing and communication skills.
  • Intermediate level knowledge of Word, Excel, and PowerPoint.
  • Strong interpersonal, critical thinking, problem-solving, and decision-making skills.
Benefits:
  • Competitive pay and benefits package.
  • 401(k) & Roth.
  • Participation in Employee Stock Ownership Plan.
  • Medical, Dental, and Vision Insurance coverage.
  • Life insurance provided, and voluntary additional life insurance options.
  • Paid holidays.
  • Paid sick leave.
  • Vacation time.
  • Employee Assistance Program.

FSSI is an equal opportunity employer and welcomes applications from diverse candidates. Hiring pay range: $26.65 - $28.00 an hour. Schedule: Full-time, Hybrid (working from home 2 days a week).



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