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Client Support Representative (Onsite)
Swivel San Antonio, TX
Apply
$34k-43k (estimate)
Full Time 2 Days Ago
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Swivel is Hiring a Client Support Representative (Onsite) Near San Antonio, TX

SWIVEL is seeking a talented individual to help in shaping our client support and experience efforts. The mission of the Client Support team is to provide an exceptional client experience throughout the entire client lifecycle, and to harness the learnings of customer interaction to improve and enhance our core technology product. This role in addition to performing the day to day functions of SWIVEL Client Support Team, works as a Team contributor with SWIVEL Client Support Analyst I and II's to share a vision for continuous improvement within the team
Why you'll love this role:
In this role, you will have an opportunity to utilize your customer service knowledge on a fast paced team, work independently and work across teams. You will be able to interact with clients by providing support to our products, you will be part of an organization that values your contributions and one that actively works with you to understand your career aspirations and help you attain them.
Essential duties include the following:
  • Initiates and maintains setups in multiple platforms for new and existing clients.
  • Assists clients during outages or issues and keeping them advised of status and ultimate closure.
  • Maintains limits within clients setups and assisting with temporary limit increases, as needed.
  • Creates and maintains Notice of Change (NOC) follow-up for ACH transactions following NACHA rules and company procedures for notifications, follow-up and ultimate closure of NOC cases.
  • Creates and maintains returns/processing error follow-up for ACH, loan level settlement transactions.
  • Follows NACHA rules and company procedures for notifications, follow-up and resubmission of returns/processing error cases.
  • Provides clients with invoices or billings from SWBC, SWIVEL Payments and card processing vendors.
  • Answers billing related questions and maintaining pricing in setups.
  • Working with clients and handling chargebacks from card processors.
  • Completes Pending card transactions from notification to update of status in SWIVEL Payments, for all card processors.
  • Assists clients with secure file transfers or questions on files, not limited to: Posting and validation files.
  • Documents and works with Product on enhancement requests from clients and support team.
  • Decommissions client setups upon cancelation, termination or due to lack of activity.
  • Uses partners and tools to scale people, process, and technology capabilities across client support functions.
  • Uses these tools to improve service levels and provide quality service to our clients. Increase client satisfaction and profitability.
  • Be professional, courteous and build quality relationships, while providing prompt assistance to our clients.
  • Manages client and internal communications through case management system for all correspondence providing documentation of event and ultimate resolution.
  • Be a positive contributor to the Client Support team and encourage fellow employees to be the same.
  • Performs all other duties as assigned.
Serious candidates will possess the minimum qualifications:
  • High School or GED equivalent required.
  • Minimum of one year of experience performing client support of company products, quality customer service or other related experience required.
  • Working knowledge of personal computers to include Microsoft Office skills, including Outlook, Word, Excel and SaaS applications.
  • Multi-tasking skills.
  • Excellent listening skills.
  • Detail oriented.
  • Proficient data validation skills.
  • Call center or customer assistance skills.
  • Excellent organizational skills.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem resolution skills.
  • Able to use basic office equipment, including copy machine, personal computer, and fax.
  • Able to sit for long periods of time performing sedentary activities.
  • Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.
SWIVEL offers*:
  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWIVEL does not hire tobacco users as allowed by law.
To learn more about SWIVEL, visit our website at https://www.getswivel.io/. If interested, please click the appropriate apply button.

Job Summary

JOB TYPE

Full Time

SALARY

$34k-43k (estimate)

POST DATE

04/25/2024

EXPIRATION DATE

05/08/2024

WEBSITE

swivelco.pro

HEADQUARTERS

Schenectady, NY

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The following is the career advancement route for Client Support Representative (Onsite) positions, which can be used as a reference in future career path planning. As a Client Support Representative (Onsite), it can be promoted into senior positions as a Customer Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Support Representative (Onsite). You can explore the career advancement for a Client Support Representative (Onsite) below and select your interested title to get hiring information.

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If you are interested in becoming a Client Support 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 a Client Support Representative for your reference.

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

Quotes from people on Client Support Representative job description and responsibilities

Client support representatives manage client relationships and provide customer support.

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Client support representatives help customers resolve technical problems associated with a product or service.

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They also ensure compliance with standards established procedures for addressing client concerns.

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Client support representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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They’re the front line of support for clients and customers and they help ensure that customers are satisfied with products, services, and features.

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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 Client Support Representative jobs

For this kind of job u need to practice active listening and learn to empathize with your customers.

01/28/2022: Terre Haute, IN

Familiarity with your products or services can do good for you as you work as customer support rep.

01/25/2022: Akron, OH

Client support representatives need to be current on technological developments and trends to be effective on their job.

02/25/2022: Harrisburg, PA

Client support agents can find out which tickets need their attention the most by creating customized ticket views.

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Soft skills like Teamwork, Customer Satisfaction, Problem Solving, Negotiation and Communication are essential for Customer Support Representative roles and jobs.

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

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