Client Operations Associate

EBizChargeIrvine, CA
181d

About The Position

Our administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. We assist with gathering and organizing the necessary documentation, setting up merchant accounts, and provide support if any concerns arise.

Requirements

  • Bachelor's degree is highly preferred.
  • Self-starter with the ability to learn fast and work independently as well as within a team.
  • Good work ethic and flexible hours.
  • Strong proficiency in Microsoft Excel, Word, and Outlook.
  • Comfortable working with a wide variety of professionals.
  • Must have strong communication skills.

Responsibilities

  • Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely.
  • Professionalism when handling phone calls, emails, and other correspondence.
  • Prepare and send out agreements for signature.
  • Enter and maintain all information correctly in Salesforce and various databases.
  • Notify appropriate parties if impactful changes are requested by clients.
  • Effectively multitask and manage their time efficiently.
  • Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
  • Help clients dispute chargebacks by gathering all necessary documentation to prove it was a valid charge.
  • Assist the Administration team with other duties as assigned.
  • Collaborate with Senior Management and various departments such as Technical Support and Sales.

Benefits

  • 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
  • Retirement 401(k) plan with company match.
  • Gym access, dry cleaners, car wash conveniently located within building.
  • Generous PTO plan with an additional 9 Days Company Paid Holidays per year.
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