Client Services Account Representative

Financial Statement Services, Inc • Santa Ana, CA

9h • Hybrid

About The Position

FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. The Account Representative manages the daily tasks of clients’ projects in a SaaS-based production environment, where solutions and processes are tailored to each account. This requires managing complex print and mail workflows, coordinating across internal teams, and ensuring accuracy from project setup through billing. Success in this role requires strong critical thinking, project coordination skills, an aptitude for learning new technical concepts and a genuine passion for helping clients achieve their goals.

Requirements

• Bachelor’s degree.
• 1-3 years of experience in account management, client implementation or related industry experience.
• Strong problem-solving and critical thinking skills.
• Ability to grasp and explain technical concepts with ease.
• Excellent business writing and communication skills with a keen attention to detail for professional client communication.
• Strong organizational and coordination skills to manage multiple tasks, deadlines, and client needs efficiently.
• Proficiency in Word, Excel, and PowerPoint, Outlook and Teams (project management software experience is a plus!).

Nice To Haves

• project management software experience is a plus!

Responsibilities

• Serve as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing.
• Ensure client needs are clearly understood and executed.
• Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
• Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification.
• Ensure accurate client billing and generate client reports.
• Collaborate with teams to enhance efficiency and deliver top-tier service.

Benefits

• Dedicated training for your success in the role through our FSSI University as well as hands on training with the Client Services team.
• Hybrid schedule available (after an initial 90-day onsite training period), allowing for 2 remote workdays per week.
• Employee Ownership through our Employee Stock Ownership Plan (ESOP)
• Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
• 401(k) & Roth + Employee Stock Ownership Plan
• Medical, Dental, Vision & Life Insurance
• Vacation, sick leave and paid holidays – including your birthday!
• Employee Assistance & Care Programs
• Additional perks & employee award programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level