Client Support Analyst

FiservOmaha, NE
1dOnsite

About The Position

As a Client Support Analyst, you provide front-line support to a portfolio of financial institution clients, resolving issues across production, quality, delivery, and specifications. You collaborate with operations, technology, and product teams to drive timely resolutions and clear communication. Your work strengthens client relationships, safeguards service commitments, and helps our clients deliver reliable experiences to their customers.

Requirements

  • 2+ years of experience in client support or key account management within a B2B setting, preferably in financial services, fintech, or print/document services.
  • 2+ years of experience in problem-solving client issues and developing client relations.
  • 2+ years of experience producing client-facing updates, reports, and activity logs with proficiency in Microsoft Excel, Word, and PowerPoint.
  • Demonstrated ability to manage case queues, set priorities, and meet defined SLAs with strong written and verbal communication skills.
  • Bachelor’s degree in Business, Communications, or a related field, or an equivalent combination of education, related experience, and military experience.

Nice To Haves

  • Familiarity with Fiserv solutions such as Statement Advantage and Digital Document Advantage.
  • Experience with data analysis or quality techniques (e.g., Excel lookups, pivot tables) to identify trends and root causes.
  • Exposure to workflow/ticketing practices or frameworks (e.g., ITIL) and continuous improvement methodologies.
  • 3+ years of experience with CRM tools and dashboards for case management and reporting.

Responsibilities

  • Respond to client inquiries via phone, email, and customer relationship management (CRM) tools, documenting cases and actions taken.
  • Investigate and resolve issues related to production quality, delivery schedules, and specifications, coordinating with operations and technology teams.
  • Diagnose problems, identify root causes, and drive resolution plans while meeting service level agreements (SLAs).
  • Expedite complaint resolution by prioritizing cases, escalating appropriately, and ensuring timely client follow-up.
  • Maintain proactive, consistent communication with clients, providing status updates and next steps via calls and/or Client 360.
  • Create and maintain detailed reports and activity logs for client and management review; summarize trends and recommend improvements.
  • Stay current on print and document solutions (e.g., Statement Advantage, print-ready documents) to provide accurate guidance and troubleshooting.
  • Contribute to continuous improvement by capturing recurring issues, proposing preventive actions, and sharing knowledge articles.

Benefits

  • Fuel Your Life program to support your physical, financial, social, and emotional well-being.
  • Paid holidays and generous time away policies.
  • No-cost mental health support through Employee Assistance Programs.
  • Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network.
  • Unparalleled professional growth with training, development, and internal mobility opportunities.
  • Medical, dental, vision, life, and disability insurance options available from day one.
  • Retirement planning and discounted shares with the Employee Stock Purchase Plan.
  • Tuition assistance and reimbursement program.
  • Paid parental, caregiver, and military leave.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service