Client Support Specialist

Fintech Brand; Tampa (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Employer 401K match

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life & AD&D insurance

Paid vacation

Paid holidays

Recognition programs

Incentive compensation

Community outreach

Business casual

Job summary

Fintech LLC in Tampa, FL is seeking a Client Support Specialist to serve as the primary client contact, ensuring timely responses to calls and emails, and guiding clients through Fintech products and processes.

This role combines client service with financial operations support and technical assistance, contributing to a high-quality client experience. A fast-paced environment with cross-unit collaboration is expected.

Qualifications

• 1 to 3 years of client service experience.
• Positive interpersonal skills and client-focused approach.
• Excellent verbal and written communication abilities.
• Ability to communicate effectively in Spanish is a plus.
• Proficiency with common software (Word, Excel, PowerPoint, Outlook) and Windows.

Responsibilities

• Respond to client calls and emails promptly and professionally.
• Process manual invoicing and bank account changes.
• Manage returns from processing banks including client communication and tracking.
• Educate clients on Fintech websites and processes.
• Suggest system and process improvements to enhance efficiency and client experience.
• Assist in updating SOPs and training documentation.

Skills

Client service

Communication

Spanish (plus)

Problem solving

Attention to detail

Time management

Windows basics

Tools

Helpdesk system

Microsoft Office

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Client Support Specialist

• Client Services
• Full-Time

Locations

Showing 1 location

Tampa, FL 33607, USA

Description

Join Fintech in Tampa, Florida as a Client Support Specialist!

The Client Support Specialist position encompasses a unique combination of client support, problem-solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The Client Support Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.

Essential Functions:

• Ensure all client calls and email requests are responded to appropriately and on a timely basis
• Timely processing of manual invoicing and bank account changes per department standards
• Process all monetary and non-monetary returns submitted by our processing banks which include client communication, tracking, and follow-up.
• Maintain knowledge of Fintech policies, products, services, and internal procedures
• Educate clients on the Fintech website and processes
• Formulate recommendations for system enhancements and process improvements to increase efficiencies with client support department and client end-user experience.
• Assist with updating SOPs and creating training documentation for internal and external use
• Keep management apprised of critical client situations
• Promote positive interactions with all Fintech business units
• Ensure positive client experience through high quality service both written and verbal
• Respond to and resolve complex issues through incident recognition, research and resolution
• Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants

Qualifications:

• 1 to 3 years of client service experience
• Ability to communicate effectively in Spanish is a plus
• Positive Interpersonal skills
• Excellent verbal and written communication skills
• People-oriented and client-focused
• Problem analysis and problem-solving
• Solution knowledge
• Strategic thinking
• Detail-oriented
• Exceptional organizational skills and the ability to prioritize assignments
• Ability to produce results quickly
• Motivated, independent, able to work under pressure and meet deadlines
• Must be fluent Windows user with a basic understanding of database operation
• Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
• Project Management and ACH processing a plus
• Experience in helpdesk or ticketing system a plus
• 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
• Incentive Compensation
• 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, employeeactivities, 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.