Client Support Specialist

Job Details

Description

Join Fintech headquarters in Tampa as a Client Support Specialist!

Fintech is the leading business solutions provider of affordable technology built to simplify beverage alcohol management for any business, of any size, that sells alcohol.

We empower retailers, distributors and suppliers by automating essential manual processes and data insights associated with product catalog management, alcohol invoice payment, customer sales management, and industry data collection.

With over 30 years of industry experience and unwavering dependability, Fintech delivers an immediate ROI to over 1 million business relationships nationwide.

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 :

• 1-3 years client service experience
• 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

Fintech ’s unique, thriving company culture promotes collaboration and growth at every level, and our comprehensive benefits have earned Fintech recognition in Tampa Bay Times Top 100 Workplaces for 2020 and 2021, and Florida Trend Magazine's Best Midsized Companies to work for in Florida, for 2020, 2021 and 2023.

Our Benefits :

• Hybrid Work Arrangement
• Employer Matched 401K Matching Up to 10% of Employee Salary
• 100% Company Paid Medical Insurance Option for Employee and Dependent Children
• 100% Company Paid Dental Insurance for Employee
• 100% Company Paid Vision Insurance for Employee
• Company Paid Long and Short-Term Disability
• Company Paid Life and AD&D Insurance
• Employee Recognition Program
• 18 Paid Vacation Days a Year
• Six Paid Holidays
• Business Casual Dress Code
• Community Outreach Opportunities

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, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Required

1-3 years : Client Service

Client Service

Licenses & Certifications