Client Support Specialist

Fintech • Tampa, FL

6h • Onsite

About The Position

The Client Support Specialist position encompasses a unique combination of client support, problem-solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The Client Support Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.

Requirements

• Positive Interpersonal skills
• Excellent verbal and written communication skills
• People-oriented and client-focused
• Problem analysis and problem-solving
• Solution knowledge
• Strategic thinking
• Detail-oriented
• Exceptional organizational skills and the ability to prioritize assignments
• Ability to produce results quickly
• Motivated, independent, able to work under pressure and meet deadlines
• Must be fluent Windows user with a basic understanding of database operation
• Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
• 1-3 years client service experience

Nice To Haves

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

Responsibilities

• Ensure all client calls and email requests are responded to appropriately and on a timely basis
• Timely processing of manual invoicing and bank account changes per department standards
• Process all monetary and non-monetary returns submitted by our processing banks which include client communication, tracking, and follow-up.
• Maintain knowledge of Fintech policies, products, services, and internal procedures
• Educate clients on the Fintech website and processes
• Formulate recommendations for system enhancements and process improvements to increase efficiencies with client support department and client end-user experience.
• Assist with updating SOPs and creating training documentation for internal and external use
• Keep management apprised of critical client situations
• Promote positive interactions with all Fintech business units
• Ensure positive client experience through high quality service both written and verbal
• Respond to and resolve complex issues through incident recognition, research and resolution
• Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants

Benefits

• 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
• Incentive Compensation
• Community Outreach Opportunities
• Business Casual Dress Code

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed