Client Service Advisor - Merchant Services
Core
Resolve complex merchant service escalations, support new account onboarding, and drive revenue retention for existing clients.
Role type
Senior Client Service Advisor (Merchant Services)
Builds
Payment processing solutions, POS terminals, and gateway services for merchants
Domain
Financial Services / Payment Processing
Deliverable
client delivery
Required skills
Payment card industry (PCI) compliance knowledge, interchange qualification analysis, chargeback investigation, billing and funding dispute resolution, account repricing, POS terminal support, value-added reseller (VAR) support, Salesforce proficiency
Preferred skills
Advanced Excel and Word skills, analytical problem-solving, stakeholder management, change management
Technologies
Salesforce, Microsoft Excel, Microsoft Word
Responsibilities
Handle complex client servicing escalations and provide critical welcome support for newly boarded relationships; Identify processing and interchange qualification issues and advise merchants on chargebacks, billing, and funding investigations; Provide expert support for point of service (POS) terminal products, gateways, and value-added resellers (VARS); Review statements and fees, reprice accounts, and facilitate PCI compliance conversations; Build partnerships to aid in client onboarding and activation; Collaborate with internal sales, operations, and third-party providers to ensure seamless client experience; Deliver on client revenue retention program expectations.
