Client services specialist

The Client Services Specialist is a key member of the team, responsible for delivering exceptional client experience while supporting the successful execution of daily workflows and department processes. This role builds and maintains strong, lasting client relationships through professional, responsive, and solutions-oriented service, from initial customer onboarding through ongoing support.

The Client Services Specialist provides online troubleshooting, guidance, and training to ensure clients feel confident and supported in using FCS services and solutions. This position requires a proactive and accountable approach to resolving client needs, managing priorities, meeting deadlines, and maintaining the highest standards of quality and professionalism.

Working collaboratively with internal teams, the Client Services Specialist gathers and analyzes data, contributes to short- and long-term goals, and helps ensure efficient, accurate, and consistent service delivery. Above all, this role is committed to outstanding customer service and plays a vital part in representing and advancing FCS’ Core Values through accountability, professionalism, teamwork, responsiveness, and a customer-first mindset.

DUTIES AND RESPONSIBILITIES

• Deliver exceptional, professional, and responsive customer service by promptly addressing client inquiries related to services, billing, account questions, and general concerns.
• Serve as a trusted point of contact for clients by developing and maintaining strong, positive relationships and demonstrating a thorough understanding of their needs and expectations.
• Support the customer onboarding process by providing clear guidance, training, and resources to ensure clients are confident and successful with FCS products and services.
• Provide timely online troubleshooting, technical guidance, and training to assist clients in resolving service-related questions and issues.
• Maintain a comprehensive understanding of FCS product lines, services, processes, and applicable Secretary of State and County regulations related to UCC statutes in order to provide accurate and knowledgeable client support.
• Efficiently manage daily workflow, prioritize service requests, and ensure commitments and deadlines are consistently met.
• Maintain detailed and accurate reporting, documentation, and records to support operational efficiency, accountability, and customer satisfaction.
• Examine and evaluate available data sources to ensure only accurate, reliable, and high-quality information is used to complete client requests.
• Monitor client requests from initiation through completion, proactively communicating with clients and internal teams to ensure timely resolution and a positive customer experience.
• Collaborate effectively with team members and other departments to resolve client concerns, improve processes, and achieve departmental goals.
• Demonstrate professionalism, accountability, sound judgment, and a commitment to outstanding service in all client and internal interactions.
• Identify opportunities to improve the client experience, service delivery, workflow efficiency, and departmental processes.
• Maintain the confidentiality and integrity of client information while adhering to established company policies, procedures, and quality standards.
• Consistently represent and support FCS’ Core Values through a customer-first approach, teamwork, responsiveness, and a commitment to excellence.
• Perform other related duties and responsibilities as assigned based on company and departmental needs.

Requirements

EDUCATION/CERTIFICATION

High school diploma or equivalent required; additional education, certifications, or relevant professional training preferred.

EXPERIENCE

2+ years of experience in customer service, client services, account support, operations, or a related field preferred, with demonstrated experience in a client-facing role requiring relationship management, problem-solving, and a high level of professionalism.

Experience using PDF Studio Pro, Adobe Acrobat, electronic document management systems, and/or paperless workflow systems preferred.

Experience working with detailed information, data, documentation, reporting, and quality-control processes.

REQUIRED and PREFERRED SKILLS/ABILITIES

• Exceptional customer service skills with a demonstrated commitment to building and maintaining strong client relationships and delivering a consistently positive client experience.
• Excellent interpersonal, verbal, and written communication skills, including the ability to prepare professional business correspondence, client communications, reports, proposals, and process documentation.
• Exceptional attention to detail, organizational skills, and follow-through, with the ability to manage competing priorities, maintain accurate records, and consistently meet established deadlines.
• Demonstrated ability to work independently, exercise sound judgment, take accountability for assigned responsibilities, and contribute effectively within a collaborative, cross-functional team environment.
• Strong computer skills and the ability to learn, navigate, and effectively use multiple software applications, online platforms, and technology-based client service tools.
• Proficiency with Microsoft Office Suite, internet research tools, and other business software applications.
• Comfortable with conducting virtual client presentations, training, and onboarding sessions using video conferencing platforms.
• Ability to quickly learn, retain, and apply knowledge of FCS products, services, policies, procedures, workflows, and applicable regulatory requirements.
• Working knowledge of the Uniform Commercial Code (Revised Article 9), applicable Secretary of State filing requirements, Corporations Code, MARS rules, and other applicable jurisdiction regulations preferred; or the demonstrated ability to quickly learn and accurately apply complex regulatory requirements.
• Strong analytical and problem-solving skills, with the ability to research information, evaluate multiple data sources, identify accurate and reliable resources, and apply findings to client service requests.
• Demonstrated ability to troubleshoot online and technology-related client issues and provide clear, professional guidance and training.
• Comfortable adapting to changing priorities, learning new technologies and processes, and continuously developing product, service, and regulatory knowledge.
• Demonstrated commitment to professionalism, accountability, continuous learning, teamwork, and service excellence.
• Consistently exemplifies FCS’ Core Values and demonstrates a customer-first mindset in all interactions with clients, colleagues, and business partners.

WORKING CONDITIONS

Work is indoors and not substantially exposed to adverse environmental conditions. Repetitive and continual typing motion is required. May require occasional travel for training.