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Client Account Representative

2 months ago

TX United States Financial Statement Services, Inc Full time
Job Title: Client Account Representative

We are seeking a highly skilled Client Account Representative to join our team at Financial Statement Services, Inc. in Coppell, TX. As a key member of our Client Services team, you will be responsible for managing multiple client accounts, ensuring seamless communication, and providing exceptional customer service.

Key Responsibilities:
  • Manage day-to-day tasks for assigned client accounts, utilizing online tools and collaborating with operations teams.
  • Communicate effectively with clients at various levels, ensuring timely resolution of issues and meeting client needs.
  • Liaise between client IT and business teams, and FSSI Development team, to facilitate smooth project execution.
  • Troubleshoot basic technical issues with FSSI Operations management and assist clients in understanding technical specifications.
  • Review production reports to ensure accurate billing and pricing for all services provided.
  • Prepare client reports and documentation 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.
  • Opportunities for growth and advancement.
  • 401(k) & Roth, Employee Stock Ownership Plan, Medical, Dental, and Vision Insurance, Life insurance, Paid holidays, Paid sick leave, Vacation time, Employee Assistance Program, and additional perks.

Financial Statement Services, Inc. is an equal opportunity employer and welcomes applications from diverse candidates.