NewtekOne (NASDAQ: NEWT) · 5 hours ago
Client Services Associate I
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $55K/yr
0+ years expNewtekOne is a financial holding company that provides a wide range of business and financial solutions to small- and medium-sized businesses. They are seeking a Client Services Associate to deliver effective customer service and technical support to clients while building long-term relationships and assisting with various service issues.
Financial Services
Responsibilities
Answer calls from clients and ISO's regarding service, technical, chargebacks, and billing issues in a clear, friendly, and professional manner while adhering to established company guidelines
Verify each call based on established procedures such as caller identification and social security or federal tax id confirmation
Ask probing questions to determine the best way to assist the client and ISO with his/her issue and offer viable solutions
Contact client and/or ISO's for clarity as needed
Enhance customer experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures
Interpret and educate the Merchant and ISO with regards to certain compliance policies and procedures in accordance with Payment Card Industry (PCI)
Handle customer service and technical contacts for platinum merchants, alliance partners and sales offices as assigned
Meet established performance metrics to include but not limited to quality of call and call efficiency
Perform research as it relates to non-financial and financial information (e.g., analyzing transactions and batches, account set up to include address or contact information, statements, rates and fees)
Route the client to the appropriate party after all client-related issues have been addressed, if necessary
Ensure all telephone conversations are logged into the Newtek system with clear and detailed notes after completing each call
Close tickets in the Newtek system within 48 hours when appropriate
Learn to handle and provide technical support on terminals (FD series, Dejavoo series and Ingenico series to name a few) and gateways (USA Epay / NMI and Authorize.net) to troubleshoot and resolve issues efficiently
Qualification
Required
High School or equivalent experience and a minimum of 6 months to 1 yr. of customer service in a call center environment in the credit card industry, preferably
Knowledge of Visa and MasterCard credit card processing and regulations a plus
Prior working experience as a customer service representative a plus
Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required
Learn to operate and troubleshoot Point of Sale (POS) devices, credit card equipment and gateways
Willingness to learn and take directions
Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)
Possess good work ethics and maintain good attendance
Possess good telephone customer service etiquette
Good data entry skills and ability to navigate among multiple systems
Attention to accuracy and detail in processing information
Ability to organize and manage multiple priorities in a high-volume call center
Possess professional oral and written communication skills
Possess strong active listening skills
Desire to learn and adapt to the Company's culture and philosophy
Possess good negotiation skills
Ability to maintain confidentiality
Basic knowledge of company products and services a plus
Good follow-through skills and ability to resolve issues in a timely manner
Good interpersonal skills and must possess a positive attitude
Ability to work independently as well as in a team
Competent in Windows based computer applications (Microsoft Office) and internal systems such Newtracker, and external systems such as Access One, Business Track, Global Download Service, Clover Dashboard Client Line, etc
Preferred
Associate degree preferred
Bilingual a plus or may be required based on company needs
Benefits
Medical
Dental
Vision
Supplemental benefits
401(k) savings plan with an employer match
On-going training on sales techniques, industry, and competitive landscape to support your career growth.
Company
NewtekOne (NASDAQ: NEWT)
NewtekOne has helped businesses grow since 1998.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$712.08MKey Investors
Patriot Financial Partners
2026-01-21Post Ipo Debt· $295M
2025-09-16Post Ipo Equity· $10M
2025-08-25Post Ipo Equity· $48.36M
Leadership Team
Barry Sloane
Founder, President and CEO
Recent News
GlobeNewswire
2026-01-22
2025-12-01
MarketScreener
2025-12-01
Company data provided by crunchbase