Client Services Account Representative

About the role

Join Team FSSI and become an Employee-Owner! 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 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.
• Genuine passion 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, PowerPoint, Outlook, and Teams (project management software experience is a plus!)

Skills

• Technical expertise in print, mail, and online presentment specifications.
• 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, and life insurance.
• Vacation, sick leave, and paid holidays.
• Employee Assistance & Care Programs.
• Additional perks & employee award programs.

Pay

The pay range for this position is $27.00 - $28.00 per hour.

Schedule

Hybrid schedule available (after an initial 90-day onsite training period), allowing for 2 remote workdays per week.