Client Service Specialist

Member Access Processing

Client Services Specialist supporting daily card processing needs and delivering high-quality service in a fast-paced environment. Focused on client success and operational excellence within the payment processing industry.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $73,000 - $78,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for assigned clients by answering questions, troubleshooting issues, and guiding clients on back-office operational processes.
Coordinate with Visa DPS support to open, track, and drive resolution of platform and application issues; translate technical updates into client-ready communications.
Maintain working knowledge of each client’s Visa DPS configuration and processing workflows to support accurate research, troubleshooting, and change requests.
Manage resolution of Zendesk tickets with complete documentation, appropriate categorization, and regular status updates, meeting or exceeding SLA requirements.
Partner with internal teams to coordinate client requests, clarify requirements, and ensure timely, accurate delivery of services and follow-up actions.
Document processes and maintain client support resources (procedures, templates, and knowledge articles) to improve consistency, quality, and onboarding readiness.
Coordinate client meetings and communications (including weekly updates as applicable); provide clear summaries, decisions, and next steps to internal and external stakeholders.
Support card program operations (debit/credit) by coordinating with vendors and internal partners on servicing needs, operational questions, and deliverables.
Prepare and distribute client and internal reporting as needed; identify trends, recurring issues, and risk areas, and recommend improvements.
Manage reorder requests for card plastics, inserts, and activation labels, ensuring accuracy, approvals, and timely submission to the appropriate vendors.
Support new client onboarding by coordinating proof approvals, facilitating training, confirming readiness milestones, and ensuring a smooth transition into steady-state support.
Maintain positive vendor relationships and serve as a User Administrator for vendor web portals, including access provisioning and periodic access reviews as assigned.
Assess issues of impact and urgency; follow escalation procedures for high-severity issues; and keep clients and internal stakeholders informed through resolution.
Own assigned tasks and projects end-to-end by tracking actions, managing dependencies, and delivering on time with a high level of accuracy and attention to detail.
Lead or support client calls and training sessions on operational and technical topics; capture questions, decisions, and follow-ups, and update supporting materials as needed.
Participate in team meetings, cross-training, and improvement initiatives; share knowledge and provide coverage to maintain service continuity.

Requirements

What you’ll need

Bachelor’s degree preferred (or equivalent combination of education and relevant experience)
3+ years of experience in electronic banking, card services, or related field preferred
Experience in bank or credit union operations, including transaction research/troubleshooting and servicing credit, debit, ATM, and POS card programs
In-depth knowledge and hands-on experience with card payment systems, processing platforms, and transaction workflows, including authorizations, clearing, and settlement
Understanding of card processing networks and their interaction with issuer/processor host systems
Demonstrated ability to manage client and vendor relationships, resolve operational/system issues, and deliver high-quality client service
Ability to work independently, prioritize effectively, and solve problems using sound judgment
Strong verbal and written communication skills, including the ability to explain technical concepts to non-technical audiences and provide clear status updates to clients and internal stakeholders
Proficiency with Microsoft 365 applications (e.g., Word, Excel, PowerPoint, Outlook), with comfort learning new systems and workflows.
Experience with Visa Debit Processing Solutions products and applications.
Experience in card dispute processing and transaction decline research.
Strong computer skills, with experience in SharePoint and Zendesk.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

electronic bankingcard servicestransaction researchtroubleshootingcard payment systemsprocessing platformstransaction workflowscard dispute processingtransaction decline research

Soft Skills

client relationship managementvendor relationship managementproblem solvingindependent workprioritizationverbal communicationwritten communicationattention to detailteam collaboration