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Financial Statement Services Inc
Santa Ana, CA | Full Time
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10 Months Ago
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Account Representative
$42k-56k (estimate)
Full Time | Print & Book Publishing 10 Months Ago
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Financial Statement Services Inc is Hiring an Account Representative Near Santa Ana, CA

Opening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly customizable print and mail, electronic delivery, marketing, and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.

FSSI is currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. The Account Representative is assigned multiple client accounts, managing the day-to-day tasks for various types of requests in a fast-paced technical environment. If you have a passion for customer service, an aptitude for learning and communicating new technical concepts, and strong coordination skills, this could be the position for you.

Schedule: Hybrid option available, working from home 2 days a week. However, the position will work onsite full-time for a minimum of 90 days during the initial training period.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Account Representative is the central point of contact between a client and all FSSI departments including IT Coordination, Software Development, Production, Accounting, Marketing, Network Operations and Purchasing.

Management of the day-to-day tasks for assigned client accounts is done by using online tools and working with the operations teams in production areas. This includes but is not limited to:

  • Monitoring production job flow and managing exceptions.
  • Communicating directly with clients at the business, operational and IT development levels, both verbally and in writing to ensure client needs are met in a timely manner.
  • Liaison between client IT and business teams, and FSSI Development team.
  • Working with FSSI Operations management to trouble-shoot basic technical issues.
  • Assisting clients in understanding technicalities of print, mailing, and online presentment specifications and FSSI’s proprietary tools/solutions.
  • Managing and reporting physical pulls of documents from print files.
  • Reviewing production reports carefully to ensure clients are billed correctly, and with accurate pricing, for all services provided.
  • Creating client reports and other client-related documents utilizing PowerPoint, Word, or Excel.
  • Preparing documentation for stock purchases and monitoring inventory levels.

Project Manage client conversions, which requires:

  • Creating, documenting, and managing software development requests in Workfront, a project management software system.
  • Creating and maintaining technical documentation, including the application program aspects, data files, and print/mail/online presentment specifications.
  • An aptitude for technical processes.
  • Researching and understanding customer data and job requirements.
  • Working with clients and FSSI Marketing and Development departments in designing client documents and envelopes.

EDUCATION, EXPERIENCE AND SKILLS

  • Must have a bachelor’s degree in business, communications or related field.
  • 1-3 years of client services account management, project management and/or related industry experience required.
  • Effective business writing and communication skills required.
  • Intermediate level knowledge of Word, Excel and PowerPoint required.
  • Must demonstrate a strong customer service philosophy and attitude.
  • Strong organizational, interpersonal, attention-to-detail and multi-tasking skills required.
  • Must effectively interpret and communicate complex technical concepts and processes often.
  • Prior experience using project management software preferred.

FSSI offers its employees competitive pay and benefits with opportunities for growth and advancement. Benefits include Medical, Dental and Vision Insurance, 401(k) & Roth, Employee Stock Ownership plan, 7 company paid holidays, paid sick leave, vacation, and many fun perks.

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex or gender, national origin, disability, or status as a protected veteran.

Hiring Pay Range (hourly paid): $26.65 - $28.00 an hour

Job Summary

JOB TYPE

Full Time

INDUSTRY

Print & Book Publishing

SALARY

$42k-56k (estimate)

POST DATE

05/26/2022

EXPIRATION DATE

02/10/2024

WEBSITE

fssica.com

HEADQUARTERS

Santa Ana, CA

SIZE

<25

INDUSTRY

Print & Book Publishing

Show more

Financial Statement Services Inc
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6 Days Ago
Financial Statement Services Inc
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Financial Statement Services Inc
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The following is the career advancement route for Account Representative positions, which can be used as a reference in future career path planning. As an Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Representative. You can explore the career advancement for an Account Representative below and select your interested title to get hiring information.

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If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Representative jobs

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A typical Account Representative earns the following wages (national and state).

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Build an optimized Account Representative resume quickly and easily using these skills.

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Don’t worry -- plenty of students have landed strong account representative roles without extensive work experience.

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Step 3: View the best colleges and universities for Account Representative.

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