Financial Statement Services, Inc

Manage client relationships and provide technical support to ensure service delivery and client satisfaction. | 3+ years of client account management experience with technical knowledge in document services, strong communication, CRM proficiency, and problem-solving skills. | Job Title: Client Account Representative (Technical) Company Overview: Financial Statement Services, Inc. (FSSI) has been a trusted leader in document outsourcing for over 45 years, serving Fortune 500 companies across the financial, banking, insurance, and billing industries nationwide. As an employee-owned company, FSSI prides itself on delivering exceptional service and innovative solutions to meet the evolving needs of its clients. Role Overview: As a Client Account Representative (Technical) at FSSI, you will play a critical role in managing and nurturing client relationships while providing technical expertise to ensure seamless service delivery. You will act as the primary liaison between clients and internal teams, ensuring client satisfaction and operational excellence. What You'll Do: - You will manage day-to-day client communications, addressing inquiries and resolving issues promptly. - You will collaborate with technical and operational teams to deliver customized solutions that meet client requirements. - You will monitor account performance metrics and provide regular updates and reports to clients. - You will identify opportunities for account growth and work with sales teams to expand service offerings. - You will assist in onboarding new clients, ensuring a smooth transition and clear understanding of services. - You will maintain detailed documentation of client interactions, technical specifications, and service agreements. - You will participate in client meetings and presentations to communicate project status and technical information. - You will stay informed about industry trends and emerging technologies to provide informed recommendations. What You Bring: - Minimum of 3 years of experience in client account management, preferably in a technical or document services environment. - Strong understanding of technical processes related to document management and outsourcing. - Excellent communication and interpersonal skills to build and maintain client relationships. - Proficiency in CRM software and Microsoft Office Suite. - Ability to analyze data and generate insightful reports. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working with Fortune 500 clients in financial, banking, or insurance sectors. - Knowledge of document outsourcing technologies and industry best practices. - Technical background or certifications related to IT or document management. - Experience in project management or process improvement initiatives. What We Offer: - We offer competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement plan with company matching. - We offer opportunities for professional development and career growth. - We offer a collaborative and inclusive work environment as an employee-owned company. Ready to Apply? To join our team at Financial Statement Services, Inc., please submit your resume and cover letter through our careers page or email them directly to hr@fssi.com. We look forward to learning how you can contribute to our continued success as part of Team FSSI.

Manage client accounts with a focus on technical support, ensuring client satisfaction and seamless service delivery. | 3+ years in client account management or technical support with strong communication, data analysis, and problem-solving skills. | Job Title: Client Account Representative (Technical) Company Overview: Financial Statement Services, Inc. (FSSI) has been a trusted leader in document outsourcing for over 45 years, proudly serving Fortune 500 companies across the financial, banking, insurance, and billing industries throughout the United States. As an employee-owned company, FSSI fosters a collaborative and innovative work environment where every team member contributes to our continued success and growth. Role Overview: As a Client Account Representative (Technical) at FSSI, you will play a critical role in managing and nurturing client relationships while providing technical support and solutions tailored to their needs. This position bridges the gap between client requirements and our service delivery teams, ensuring seamless communication and exceptional service quality. What You'll Do: - You will manage day-to-day client accounts, acting as the primary point of contact for technical inquiries and service issues. - You will collaborate with internal teams to resolve client concerns promptly and efficiently. - You will analyze client data and feedback to recommend process improvements and technical solutions. - You will prepare and deliver detailed reports and presentations to clients and management. - You will assist in onboarding new clients, ensuring a smooth transition and clear understanding of services. - You will monitor service delivery metrics to maintain high standards of client satisfaction. - You will stay updated on industry trends and technologies to provide informed recommendations. - You will support contract renewals and upsell opportunities by identifying client needs. What You Bring: - Minimum of 3 years of experience in client account management or technical support roles. - Strong understanding of document management systems and outsourcing processes. - Excellent communication and interpersonal skills to build and maintain client relationships. - Proficiency in data analysis and reporting tools such as Excel or similar software. - Ability to manage multiple projects and priorities in a fast-paced environment. - Detail-oriented with strong problem-solving skills. Bonus Points If You Have: - Experience working with Fortune 500 clients in financial or insurance sectors. - Knowledge of CRM software and technical ticketing systems. - Familiarity with compliance and regulatory requirements in document handling. - Technical background or certifications related to IT or document management. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer a supportive employee-ownership culture that values your contributions and growth. - We offer opportunities for professional development and career advancement. - We offer a flexible work environment with options for remote work. - We offer paid time off and wellness programs to support your work-life balance. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are a great fit for the Client Account Representative (Technical) role at Financial Statement Services, Inc. We look forward to hearing from you!

Manage client accounts with a focus on technical support and communication to ensure successful service delivery and client satisfaction. | At least 3 years of experience in client account management or technical support, strong communication skills, proficiency with CRM and Microsoft Office, and knowledge of document management systems. | Job Title: Client Account Representative (Technical) Company Overview: Financial Statement Services, Inc (FSSI) has been a trusted leader in document outsourcing for over 45 years. Serving Fortune 500 companies across the financial, banking, insurance, and billing industries, FSSI prides itself on delivering high-quality, reliable services nationwide. As an employee-owned company, we foster a collaborative and growth-oriented work environment. Role Overview: As a Client Account Representative (Technical) at FSSI, you will be the primary liaison between our technical teams and clients, ensuring seamless communication and exceptional service delivery. Your role is critical in managing client accounts, addressing technical inquiries, and supporting the successful execution of document outsourcing projects. What You'll Do: - You will manage and nurture client relationships, acting as the main point of contact for technical account issues. - You will collaborate with internal technical teams to resolve client concerns promptly and effectively. - You will analyze client needs and provide tailored solutions to enhance service satisfaction. - You will prepare and deliver detailed reports and updates to clients regarding project status. - You will coordinate with cross-functional teams to ensure timely delivery of services. - You will identify opportunities for process improvements and communicate these to management. - You will assist in onboarding new clients, ensuring a smooth transition and clear understanding of technical processes. - You will maintain accurate records of client interactions and technical issues in the CRM system. What You Bring: - Minimum of 3 years experience in client account management or technical support roles. - Strong understanding of document management systems and outsourcing processes. - Excellent communication skills, both verbal and written, with the ability to explain technical concepts to non-technical clients. - Proficiency in CRM software and Microsoft Office Suite. - Ability to manage multiple client accounts simultaneously with strong organizational skills. Bonus Points If You Have: - Experience working with financial, banking, or insurance industry clients. - Knowledge of data security and compliance standards relevant to document outsourcing. - Familiarity with project management tools and methodologies. - Previous experience in an employee-owned company environment. What We Offer: - We offer competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement plan with company matching. - We offer opportunities for professional development and career growth. - We offer a supportive, employee-owner culture that values your contributions. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to our HR department at careers@fssi.com. We look forward to welcoming you to Team FSSI!

Manage client technical accounts, troubleshoot issues, collaborate with internal teams, and ensure client satisfaction. | 3+ years in technical account management or customer support, strong technical and communication skills, experience in document processing or financial services. | Job Title: Technical Account Representative Company Overview: Financial Statement Services, Inc. (FSSI) has been a trusted leader in document outsourcing for over 45 years. Serving Fortune 500 companies across the financial, banking, insurance, and billing industries, FSSI is committed to delivering high-quality, reliable services while fostering a collaborative and employee-owned culture. Role Overview: As a Technical Account Representative at FSSI, you will act as the primary technical liaison between our clients and internal teams. Your role is crucial in ensuring client satisfaction by addressing technical issues, managing account needs, and facilitating seamless communication to support business objectives. What You'll Do: - You will manage and maintain strong relationships with key client accounts, ensuring their technical needs are met promptly. - You will troubleshoot and resolve technical issues related to document processing and outsourcing services. - You will collaborate with internal teams including IT, operations, and customer service to deliver effective solutions. - You will provide technical guidance and support to clients, helping them optimize their use of FSSI services. - You will monitor account performance metrics and report on service levels to clients and management. - You will assist in the onboarding of new clients by coordinating technical setup and training. - You will identify opportunities for process improvements and communicate client feedback to product development teams. What You Bring: - Minimum of 3 years of experience in a technical account management or customer support role, preferably in document processing or financial services. - Strong understanding of technical systems and software related to document management. - Excellent communication and interpersonal skills to effectively liaise with clients and internal teams. - Proven problem-solving abilities and attention to detail. - Ability to manage multiple accounts and prioritize tasks in a fast-paced environment. Bonus Points If You Have: - Experience working with Fortune 500 clients in financial or insurance sectors. - Knowledge of document outsourcing workflows and compliance standards. - Familiarity with CRM and ticketing systems such as Salesforce or Zendesk. - Technical certifications related to IT or account management. What We Offer: - We offer a competitive salary and comprehensive benefits package including health, dental, and vision insurance. - We offer opportunities for professional growth and development within an employee-owned company. - We offer a supportive and collaborative work environment that values innovation and teamwork. - We offer flexible work arrangements to support work-life balance. - We offer employee ownership opportunities, allowing you to share in the company’s success. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to our careers page at www.fssi.com/careers. We look forward to welcoming you to Team FSSI!