What are the responsibilities and job description for the Client Services Representative position at United Solutions Company?
Position: FinTech Client Services Representative
Department: Client Services
Location: United Solutions Company, 1585 Summit Lake Dr. Tallahassee, FL 32317
Duties:
- Provide customer support for credit union clients running on either of our two core data processing systems (DataSafe and XP2). USC will train on the use of these systems.
- Answer client questions over the telephone, via email, and via remote support tools.
- SQL related tasks (creation of SQL reports, executing queries and scheduling for recurring production of files).
- Assist with financial institution mergers and conversions and related tasks.
- Understand client relationship management process and learn USC Software to support clients.
- Aid in new product installations (including service packs) and sends written notification to staff and client credit unions.
- Maintain documentation and instructions to provide accurate understanding of the purpose and operational procedures.
- Provide technical support to develop staff and system users so that operational problems are resolved quickly without significant interruption to service.
- Create jobs, identify, and resolve problems within job scheduling software.
- Assist and back up operations team on an "as needed" basis.
- Understanding of financial institutions and financial software a plus. USC will train.
- Participate on client calls to provide the highest levels of client satisfaction
- Assist in internal and client related training as needed.
- Other duties as assigned.
Qualifications: College degree with one to three years related experience or equivalent combination of education and experience. Must be detail oriented and able to work with limited supervision. Must work well with all staff and management and perform as a member of the team. Some travel required.
The salary is negotiable based on the right candidate and job experience. USC provides full paid benefits and a 6% 401K match after one year. USC has "Work from Home Wednesdays" whereby employees may work remotely each Wednesday. We have a very upbeat and positive environment in our award winning 6.1 million dollar facility located in Tallahassee, FL.