Client Services Specialist
Fintech, Tampa, FL, United States
Join Fintech in Tampa as a Client Services Specialist!
The
Client Services Specialist
position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy of providing excellent customer service.
The
Client Services Specialist
serves as the primary customer contact through the implementation process.
Client Services Specialists
proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship.
Work Hours:
10:00 AM to 7:00 PM EST
Essential Functions:
Ensure all customer calls and email requests are responded to appropriately and on a timely basis
Perform timely maintenance on customer accounts as part of setup process
Generate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.
Create and maintain customer locations and relationships in the Fintech databases
Obtain and evaluate all relevant information to handle product and service inquiries
Maintain knowledge of Fintech policies, products, services and internal procedures
Educate customers on Fintech website and processes
Maintain professional skills to ensure customer satisfaction
Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.
Assist with updating SOPs and creating training documentation for internal and external use
Keep management apprised of critical customer situations
Promote positive interactions with all Fintech business units
Qualifications:
Minimum three years customer service experience
Excellent Interpersonal Skills
Excellent Verbal and written communication skills
People-oriented and customer focused
Problem analysis and problem solving ability
Shares solution knowledge
Strategic thinking ability
Detail oriented
Exceptional organizational skills and the ability to prioritize assignments
Ability to produce results quickly and accurately
Motivated, independent, able to work under pressure to meet deadlines
Must be fluent Windows user with a basic understanding of database operation
Proficient in a number of different software applications (i.e. Word, Excel, PowerPoint ,Outlook)
Project Management and ACH processing a plus
Experience in helpdesk or ticketing system a plus
Our Benefits:
Hybrid Work
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short-Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Community Outreach Opportunities
Business Casual Dress Code
About Fintech:
For over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology.
Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The
Client Services Specialist
position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy of providing excellent customer service.
The
Client Services Specialist
serves as the primary customer contact through the implementation process.
Client Services Specialists
proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship.
Work Hours:
10:00 AM to 7:00 PM EST
Essential Functions:
Ensure all customer calls and email requests are responded to appropriately and on a timely basis
Perform timely maintenance on customer accounts as part of setup process
Generate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.
Create and maintain customer locations and relationships in the Fintech databases
Obtain and evaluate all relevant information to handle product and service inquiries
Maintain knowledge of Fintech policies, products, services and internal procedures
Educate customers on Fintech website and processes
Maintain professional skills to ensure customer satisfaction
Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.
Assist with updating SOPs and creating training documentation for internal and external use
Keep management apprised of critical customer situations
Promote positive interactions with all Fintech business units
Qualifications:
Minimum three years customer service experience
Excellent Interpersonal Skills
Excellent Verbal and written communication skills
People-oriented and customer focused
Problem analysis and problem solving ability
Shares solution knowledge
Strategic thinking ability
Detail oriented
Exceptional organizational skills and the ability to prioritize assignments
Ability to produce results quickly and accurately
Motivated, independent, able to work under pressure to meet deadlines
Must be fluent Windows user with a basic understanding of database operation
Proficient in a number of different software applications (i.e. Word, Excel, PowerPoint ,Outlook)
Project Management and ACH processing a plus
Experience in helpdesk or ticketing system a plus
Our Benefits:
Hybrid Work
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short-Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Community Outreach Opportunities
Business Casual Dress Code
About Fintech:
For over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology.
Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.