Financial Statement Services, Inc

Compensation

Full Description

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.