Client Services Account Representative

Overview Join Team FSSI and Become an Employee-Owner! Who We Are: Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. The Account Representative manages the daily tasks of clients' projects in a SaaS-based production environment, where solutions and processes are tailored to each account. This requires managing complex print and mail workflows, coordinating across internal teams, and ensuring accuracy from project setup through billing. Success in this role requires strong critical thinking, project coordination skills, an aptitude for learning new technical concepts and a genuine passion for helping clients achieve their goals. Responsibilities Client Success: Serve as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Ensure client needs are clearly understood and executed Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification. Data & Reporting: Ensure accurate client billing and generate client reports Process Improvement: 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 #J-18808-Ljbffr