Client Services Representative (Account Management)

Job overview

The Client Services Representative (Account Management) role is onsite in Lincoln, RI, Monday through Friday, 8:00 a.m.–5:00 p.m. Compensation is $27–$28 per hour. Financial Statement Services, Inc. provides document outsourcing services to financial, banking, insurance, and billing clients. The representative coordinates client projects and print-and-mail workflows, serving as the link between clients and internal teams to ensure accurate execution from setup through billing.

What you'll do

• Serve as the primary contact between clients and internal teams
• oversee implementations and daily account tasks
• monitor production workflows
• explain print, mail, and online presentment specifications
• troubleshoot technical issues
• prepare client-specific technical documentation
• ensure accurate billing and generate reports
• collaborate on process improvements.

What we're looking for

Skills & competencies

client services representative

account management

client implementation

project coordination

print and mail workflows

saas production

lincoln ri

financial statement services

$27–$28/hour

monday–friday

8:00 a.m.–5:00 p.m.

onsite

esop

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Employee Stock Ownership Plan, 401(k) and Roth options, medical, dental, vision and life insurance, vacation, sick leave, paid holidays, Employee Assistance and Care Programs, and employee award programs.

Why this role

The role requires a bachelor’s degree and one to three years of B2B account management, client implementation, or related experience. The posting describes employee ownership through an ESOP.

About the employer

Financial Statement Services, Inc is hiring for this role. Industry: Other Business Service Centers (including Copy Shops). Sector: 56.