Client Services Account Representative

About the role

Join Team FSSI and Become an Employee-Owner! Who We Are: Opening its doors over 45 years ago, 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.

Responsibilities

• Serve as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing.
• Ensure client needs are clearly understood and executed.
• 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 clear technical documentation tailored to client specification.
• Ensure accurate client billing and generate client reports.
• Collaborate with teams to enhance efficiency and deliver top-tier service.

Requirements

• Bachelor's degree
• 1-3 years of experience in account management, client implementation or related industry experience
• Strong problem-solving and critical thinking skills
• Aptitude for learning new technical concepts
• An aptitude for helping clients achieve their goals

Qualifications

• 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!)

Skills

• Strong critical thinking and project coordination skills
• Ability to grasp and explain technical concepts with ease
• Strong organizational and coordination skills
• Proficiency in Microsoft Office Suite

Benefits

• Employee Stock Ownership Plan (ESOP)
• 401(k) & Roth
• Medical, Dental, Vision & Life Insurance
• Vacation, sick leave and paid holidays - including your birthday!
• Employee Assistance & Care Programs
• Additional perks & employee award programs

Pay

Hiring Pay Range (hourly paid): $27.00 - $28.00 an hour