Client Support Specialist

Financial Information Technologies LLC; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Employer Matched 401K

Company Paid Medical Insurance

Company Paid Dental Insurance

Company Paid Vision Insurance

Short/Long-Term Disability Insurance

Life & AD&D Insurance

Paid Vacation & Holidays

Employee Recognition Programs

Job summary

Fintech LLC is seeking a Client Support Specialist in Tampa, FL, to deliver proactive client support, resolve inquiries, and assist with financial operations and technical assistance. You will be the primary contact for clients, helping them understand and use our products and services.

Essential duties include timely responses to calls and emails, processing invoicing changes, handling returns, and educating clients on processes.

Qualifications

• 1 to 3 years of client service experience.
• Ability to communicate effectively in Spanish is a plus.
• Positive interpersonal skills and client-focused approach.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational skills.
• Ability to prioritize and manage deadlines.

Responsibilities

• Respond to client calls and emails in a timely manner.
• Process manual invoicing and bank account changes per standards.
• Handle returns with client communication, tracking, and follow-up.
• Educate clients on policies, products, and processes.
• Document and escalate complex client issues as needed.
• Assist with updating SOPs and training materials.
• Maintain awareness of client situations and keep management informed.
• Promote productive interactions across Fintech business units.
• Ensure high-quality written and verbal client communications.

Skills

Client service experience

Spanish language (bonus)

Excellent communication

Problem solving

Detail oriented

Organizational skills

Multi-tasking

Windows basics & MS Office

Tools

MS 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.