Client Success & Support Associate I

Cass-Information-Systems; Columbus (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Cass Information Systems, Inc. is seeking a Customer Service Associate I to help resolve inquiries related to client processing, ensuring timely responses and high customer satisfaction.

You will analyze issues, communicate clearly, assist with payment history review, and collaborate with internal teams to support clients and improve processes. This entry-level role requires basic Excel skills, strong organizational and interpersonal abilities, and a commitment to accurate documentation and

Qualifications

• College-level coursework in business or related field, or equivalent experience.
• Minimum 6 months of customer service experience in a general business environment.
• Basic Excel skills and attention to detail.

Responsibilities

• Analyze issues independently and communicate routine questions per procedures.
• Research payment history and resolve exceptions to ensure timely payments.
• Represent Cass positively and focus on client needs to strengthen relationships.
• Inform management of significant issues affecting accounts.
• Suggest process improvements and escalate non-routine issues.
• Document and report cross-department errors.
• Work overtime as needed.
• Assume other duties as assigned.

Skills

Interpersonal skills

Organizational skills

Attention to detail

Verbal and written communication

Problem solving

Education

College-level coursework in business administration or related field

Tools

Microsoft Excel

Office equipment (fax, copier, phone)

Job description

Cass Information Systems, Inc. is seeking a Customer Service Associate I to help resolve inquiries related to client processing, ensuring timely responses and high customer satisfaction.

You will analyze issues, communicate clearly, assist with payment history review, and collaborate with internal teams to support clients and improve processes. This entry-level role requires basic Excel skills, strong organizational and interpersonal abilities, and a commitment to accurate documentation and