Client Services Account Representative jobs in United States
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FSSI - Financial Statement Services Inc. · 3 months ago

Client Services Account Representative

FSSI - Financial Statement Services Inc. is a leading document outsourcing company servicing Fortune 500 clients in various industries. The Account Representative will manage client accounts, oversee project implementations, and ensure efficient communication between clients and internal teams in a fast-paced environment.

Direct MarketingDocument ManagementEmail MarketingInformation TechnologyPrinting

Responsibilities

Client Success: 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
Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows
Technical Expertise: 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
Data & Reporting: Ensure accurate client billing and generate client reports
Process Improvement: Collaborate with teams to enhance efficiency and deliver top-tier service

Qualification

Account managementTechnical expertiseProject managementBusiness writingMicrosoft OfficeProblem-solvingCommunication skillsOrganizational skillsAttention to detailCreativity

Required

Must have a 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

Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future
Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families.
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

FSSI - Financial Statement Services Inc.

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FSSI is a full-service outsourcing company focused on the design, production and delivery of time-critical customer communications and transactional documents.

Funding

Current Stage
Growth Stage

Leadership Team

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Karen Elsbury
Chief Financial Officer
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Jon Dietz
Founder
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Company data provided by crunchbase