CLIENT EXPERIENCE SPECIALIST in Financial Technology jobs in United States
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Allegiance Merchant Services · 5 months ago

CLIENT EXPERIENCE SPECIALIST in Financial Technology

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Allegiance Merchant Services is a rapidly growing company specializing in financial technology products and services. They are seeking a Client Experience Specialist to provide exceptional customer service and support to merchants and partners, focusing on resolving inquiries related to terminal support, billing, and product education.

FinanceFinancial Services
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Diversity & Inclusion

Responsibilities

Ensure accurate and timely entry of merchant applications
Work with the sales representative, business owner or partner to resolve pending issues
Identify and resolve customer service and terminal support incoming phone calls and email
Assist customers in setting up their Allegiance Merchant Services solutions
Educate merchants on products & services supported by Allegiance
Accurately record and track all merchant related calls into CRM and ticket management system
Educate merchants on online tools and other resources to optimize their business
Create and Update Daily/Weekly/Monthly reporting
Perform Outbound Calls for various campaigns and courtesy calls
Account Updates & Maintenance
Create / Maintain and Update Department SOP’s
Assist sales team with equipment, gateway, and software installations
Properly track productivity and meet monthly with manager to review and discuss progress
Support team in maintaining SLAs for the department

Qualification

Customer serviceTechnical aptitudeData entryOrganizational skillsMulti-taskingCommunication skillsInterpersonal skillsTeam playerInitiativeFast-paced environment

Required

Bachelor's Degree preferred or comparable experience
Strong data entry skills
Excellent organizational and communication skills
Must possess a good technical aptitude and ability to multi-task
Team player, good interpersonal skills with a high degree of initiative
Ability to participate in rotational on-call responsibilities
Knack for thriving in a fast-paced, multi-tasking environment
Willingness to grow and expand duties and assist where needed
Ability to work independently and as part of a team
Winning Attitude is a must!!!

Benefits

Exceptional training and coaching from internal management and third party training resources
FREE health insurance option for employees with opportunity to add family members
401(k) plan
Paid vacation, holidays, and sick days
Recession-proof industry
Work hard, play hard environment in the heart of PLAZA MIDWOOD

Company

Allegiance Merchant Services

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Allegiance Merchant Services is a merchant services company that provides credit card and non-cash payment processing.
dateFounded in 2009
location
Charlotte, North Carolina, USA
people-size11-50 employees
web-link
http://www.allegiancemerchantservices.com/

Funding

Current Stage
Early Stage

Leadership Team

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Abby Brant
Founder and Advisor
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Company data provided by crunchbase