Client Services Account Representative

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