FSSI - Financial Statement Services Inc.

Client Services Account Representative

FSSI - Financial Statement Services Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Santa Ana • California • United States

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Salary

💰 $27 - $28 per hour

Job Level

Junior

About the role

  • 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.
  • Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
  • 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.
  • Ensure accurate client billing and generate client reports.
  • Collaborate with teams to enhance efficiency and deliver top-tier service.

Requirements

  • 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 go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
  • Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementclient implementationtechnical documentationbillingreport generation
Soft Skills
problem-solvingcritical thinkingcommunicationattention to detailorganizational skillscoordination skills
Certifications
Bachelor’s degree