Client Services Account Representative
About The Position
Opening its doors over 45 years ago, 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 works directly with their assigned clients, managing the day-to-day tasks to service their projects in a fast-paced technical environment. If you have a passion for serving clients, an aptitude for learning new technical concepts, and strong project coordination skills, this could be the position for you. Why You’ll Love This Role: We Invest in our employees! We provide dedicated training for your success in the role through our FSSI University. Create your success through building strong relationships and managing your client accounts with custom care and expertise. Utilize your creativity in resolving client challenges while providing seamless communication. Hybrid schedule available (after an initial 90-day onsite training period), allowing for 2 remote workdays per week.
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!).
Responsibilities
- Client Success: Act as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Provide professional care and handling of designated accounts.
- Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
- Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create technical documentation to client specification.
- Data & Reporting: Ensure accurate client billing and generate client reports.
- Process Improvement: Collaborate with teams to enhance efficiency and deliver top-tier service.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
