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Client Services Account Representative - Remote

Posted 12 weeks ago
Customer Service
Full Time
CA, USA

Overview

Join Team FSSI and Become an Employee-Owner! 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.

In Short

  • Act as the primary point of contact between clients and internal teams.
  • Manage day-to-day tasks for client accounts.
  • Oversee client implementations and monitor workflows.
  • Assist clients with technical issues and specifications.
  • Ensure accurate client billing and generate reports.
  • Collaborate to enhance service efficiency.
  • Build strong relationships with clients.
  • Utilize creativity to resolve client challenges.
  • Hybrid schedule with 2 remote workdays after training.
  • Passion for serving clients and learning new concepts.

Requirements

  • Strong project coordination skills.
  • Aptitude for learning technical concepts.
  • Experience in client services or account management.
  • Ability to communicate effectively.
  • Detail-oriented and organized.
  • Proficient in data reporting.
  • Experience with process improvement.
  • Technical expertise in print and mail specifications.
  • Ability to work in a fast-paced environment.
  • Team player with a collaborative mindset.

Benefits

  • Employee ownership opportunities.
  • Hybrid work schedule.
  • Engaging company culture.
  • Professional development opportunities.
  • Health and wellness benefits.
  • Competitive salary and benefits package.
  • Supportive team environment.
  • Opportunities for growth within the company.
  • Work with leading Fortune 500 companies.
  • Innovative projects and technical challenges.
Financial Statement Services logo

Financial Statement Services

Financial Statement Services, Inc. (FSSI) is a leading woman-owned provider of document services in the western United States, with over 40 years of experience. The company specializes in customizable print and mail solutions, electronic delivery, marketing, and compliance services. FSSI is a dynamic and growing organization that values client relationships and is committed to delivering innovative solutions to meet diverse business needs.

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