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Client Services Account Representative

Work from home Full-time role Hiring

FSSI - Financial Statement Services Inc. is a leading document outsourcing company servicing Fortune 500 clients in various industries. They are seeking a Client Services Account Representative to manage client accounts and ensure successful project implementation in a fast-paced environment.

Responsibilities

  • 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
  • Oversee client implementations, manage daily tasks for accounts, and monitor production workflows
  • 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
  • Ensure accurate client billing and generate client reports
  • Collaborate with teams to enhance efficiency and deliver top-tier service

Skills

  • 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!)

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

Company Overview

  • FSSI is a full-service outsourcing company focused on the design, production and delivery of time-critical customer communications and transactional documents. It was founded in 1980, and is headquartered in Santa Ana, California, USA, with a workforce of 201-500 employees. Its website is https://www.fssi-ca.com/.
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