Client Onboarding & Support Specialist

Cass Information Systems; England; Vor Ort; GBP 28.000 - 38.000; Vollzeit

Zusammenfassung

Cass Information Systems in the United Kingdom seeks an Associate Client Support Specialist to assist onboarding, implementation, and ongoing service delivery for client accounts, working under supervision to ensure successful outcomes.

You will develop familiarity with CassPay products, train clients on use of the product, and coordinate with other teams to maintain high-quality client experiences, combining analytical thinking with strong communication.

Qualifikationen

• Bachelor’s degree in business administration, information systems, data analytics, or related field or equivalent combination of education and relevant work experience required.
• Prior customer service, client support, account management, financial services, internship, or other client-facing experience preferred.

Aufgaben

• Assist with assigned projects under the direction of a Client Support Specialist or manager by helping establish and review system profiles and tables, troubleshooting routine post-go-live operational issues, and supporting issue resolution efforts.
• Respond to client inquiries and problems using internal and external resources and established procedures, escalating more complex issues to senior staff, and proactively follows up with clients to confirm their needs have been met.
• Assist in researching and resolving payment discrepancies and file anomalies, developing familiarity with file layouts, data structures, and file schemas.
• Builds foundational knowledge of clients’ business operations and practices in order to support the promotion, implementation, and servicing of CassPay products/services.
• Trains and educates clients on use of the product or services via phone or web. Communicates and coordinates with other departments to support consistent levels of service and successful client implementations.
• Participates in internal training programs and shadows senior staff to build knowledge of new accounts and department processes.
• Contributes ideas to help identify opportunities to enhance implementation efficiencies, improve client experiences, and strengthen operational processes.
• Other duties as needed or assigned.

Kenntnisse

Analytical thinking

Communication

Organizational skills

Customer service

MS Office

SQL

Miro

Ausbildung

Bachelor's degree in business administration, information systems, data analytics

Tools

Microsoft SQL

Miro

Microsoft Office

Jobbeschreibung

Cass Information Systems in the United Kingdom seeks an Associate Client Support Specialist to assist onboarding, implementation, and ongoing service delivery for client accounts, working under supervision to ensure successful outcomes.

You will develop familiarity with CassPay products, train clients on use of the product, and coordinate with other teams to maintain high-quality client experiences, combining analytical thinking with strong communication.