Client Service Advisor
Core
Resolve complex client servicing escalations and provide critical support for newly boarded merchant relationships, focusing on revenue retention and PCI compliance.
Role type
Senior Client Service Advisor (Merchant Services)
Builds
Merchant accounts, payment processing solutions, and client onboarding experiences
Domain
Financial Services / Payment Processing
Deliverable
client delivery
Required skills
Merchant services expertise, payment card industry (PCI) compliance knowledge, account maintenance, chargeback investigation, billing analysis, root cause analysis, stakeholder management
Preferred skills
Analytical problem-solving, time management, relationship building, adaptability to change
Technologies
Salesforce, Microsoft Word, Microsoft Excel
Responsibilities
Handle complex client escalations and welcome support for new accounts; Identify processing and interchange qualification issues; Provide expert support for POS terminals and gateways; Review statements and fees to reprice accounts; Facilitate PCI compliance conversations; Collaborate with sales and operations channels to ensure seamless client experience; Execute client activation and revenue retention programs.
