Client Support Specialist

Fintech BrandTampa, FL
3dHybrid

About The Position

Join Fintech in Tampa, Florida as a Client Support Specialist! The Client Support Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company’s philosophy of providing excellent customer service. The Client Support Specialist serves as the primary customer contact through the implementation process. Client Support Specialists proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship. Work Hours: 10:00 AM to 7:00 PM EST

Requirements

  • Minimum three years customer service experience
  • Excellent Interpersonal Skills
  • Excellent Verbal and written communication skills
  • People-oriented and customer focused
  • Problem analysis and problem solving ability
  • Shares solution knowledge
  • Strategic thinking ability
  • Detail oriented
  • Exceptional organizational skills and the ability to prioritize assignments
  • Ability to produce results quickly and accurately
  • Motivated, independent, able to work under pressure to meet deadlines
  • Must be fluent Windows user with a basic understanding of database operation
  • Proficient in a number of different software applications (i.e. Word, Excel, PowerPoint, Outlook)

Nice To Haves

  • Project Management and ACH processing a plus
  • Experience in helpdesk or ticketing system a plus

Responsibilities

  • Ensure all customer calls and email requests are responded to appropriately and on a timely basis
  • Perform timely maintenance on customer accounts as part of setup process
  • Generate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.
  • Create and maintain customer locations and relationships in the Fintech databases
  • Obtain and evaluate all relevant information to handle product and service inquiries
  • Maintain knowledge of Fintech policies, products, services and internal procedures
  • Educate customers on Fintech website and processes
  • Maintain professional skills to ensure customer satisfaction
  • Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.
  • Assist with updating SOPs and creating training documentation for internal and external use
  • Keep management apprised of critical customer situations
  • Promote positive interactions with all Fintech business units

Benefits

  • Hybrid Work
  • Employer Matched 401K
  • Company Paid Medical Insurance Option for Employee and Dependent Children
  • Company Paid Dental Insurance for Employee
  • Company Paid Vision Insurance for Employee
  • Company Paid Long and Short-Term Disability
  • Company Paid Life and AD&D Insurance
  • 18 Paid Vacation Days a Year
  • Six Paid Holidays
  • Employee Recognition Programs
  • Community Outreach Opportunities
  • Business Casual Dress Code
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