Client Services Associate

Paydex Technologies; Bridgeport (CT); Remote; USD 40,000 - 63,000; Full time

Benefits offered by this job

Health insurance

PTO and holidays

401(k) retirement plan with match

Remote work stipend

Job summary

Paydex Technologies is seeking a 100% remote Client Services Associate based in the United States. You will serve as a primary liaison for business clients, building relationships and coordinating with internal teams to deliver exceptional service.

The role requires 1+ years in client services, strong English communication, and proficiency with CRM tools. Remote work from the US is supported with health insurance options and PTO. Must be authorized to work in the US.

Qualifications

• 1+ years of experience in client services or related coordination.
• Excellent verbal and written English communication with a professional presence.
• Ability to troubleshoot client issues with empathy and attention to detail.
• Proficiency with CRM platforms (Salesforce, HubSpot), G Suite, Slack, and video conferencing tools.
• Must be legally authorized to work in the United States without sponsorship.

Responsibilities

• Build and maintain positive relationships with business clients through clear and proactive communication.
• Respond to client requests, account inquiries, and service escalations promptly and professionally.
• Assist with client onboarding, account setup, and platform walk-throughs to ensure successful adoption.
• Maintain accurate client records, interaction logs, and account updates within our CRM database.
• Partner with internal operations, product, and support teams to resolve client issues and deliver tailored solutions.

Skills

Communication skills

Attention to detail

Empathy

Problem solving

Time management

Tools

Salesforce

HubSpot

G Suite

Slack

Video conferencing tools

Job description

Job Title: Client Services Associate

Location: 100% Remote (US-Based)

About the Role

Paydex Technologies is seeking a 100% remote Client Services Associate based in the United States. In this client relations, account support, and customer success role, you will serve as a primary liaison for our business clients. You will build strong client relationships, address complex inquiries, assist with account management, and coordinate with internal teams to ensure our clients receive an exceptional service experience.

Our Culture

At Paydex Technologies, we operate with a remote-first, transparency-driven culture where ideas beat hierarchy and clear communication is king. We value continuous learning, work-life integration, and giving our team the autonomy and tools they need to succeed.

Responsibilities

• Build and maintain positive, long-term relationships with business clients through clear and proactive communication.
• Respond to client requests, account inquiries, and service escalations promptly and professionally.
• Assist with client onboarding, account setup, and platform walk-throughs to ensure successful adoption.
• Maintain accurate client records, interaction logs, and account updates within our CRM database.
• Partner with internal operations, product, and support teams to resolve client issues and deliver tailored solutions.

Requirements

• 1+ years of experience in client services, account support, customer success, or professional services coordination.
• Excellent verbal and written English communication skills with a strong professional presence.
• Proven ability to troubleshoot client issues with empathy, high attention to detail, and sound judgment.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot), G Suite, Slack, and video conferencing tools.
• Must be legally authorized to work in the United States without restriction or employer sponsorship.

Compensation & Benefits

• Salary: $40,000 - $63,000 USD per year
• Health insurance options (medical, dental, and vision)
• Paid time off (PTO) and paid company holidays
• 401(k) retirement savings plan with company match
• Remote work stipend for home office setup and internet