# Client Operations Associate

**Company**: Finexio
**Location**: Longwood
**Work arrangement**: onsite
**Experience**: mid
**Job type**: full-time
**Salary**: $45,000 - $60,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://apply.workable.com/j/44826849CE
**Canonical**: https://yubhub.co/jobs/job_902aa16c-c63

## Description

We are seeking a Client Operations Associate to deliver exceptional customer experience by responding to inquiries, requests, and general customer correspondence in a professional and timely manner. The ideal candidate will have customer support experience within the financial sector and understand accounting.

**Key Responsibilities**

- Actively understand customer needs and clearly communicate to ensure exceptional customer experience.

- Troubleshoot technical issues by providing timely support via phone and email.

- Guide customers through solutions and escalate complex issues to the appropriate teams when needed.

- Manage and track support tickets in Salesforce from creation through resolution.

- Deliver personalized solutions based on each customer's unique requirements and communicate them effectively.

- Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously.

- Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork.

- Handle sensitive and confidential information with professionalism, in alignment with Finexio's values.

- Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date.

- Collaborate with cross-functional teams to ensure customer needs are fully understood and met.

- Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning.

- Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis.

**Requirements**

- Bachelor's degree preferred

- Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry.

- Strong attention to detail and research skills

- Excellent verbal and written communication skills

- Experience working with or within payments, financial services, fintech, AP/AR preferred

- Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally.

**Benefits**

- Culture: We are a humble, client-first team that is focused on collaborative data-driven success.

- Speed: We move fast, love new ideas and give you the opportunity to push your limits.

- Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company

- The chance to work in a fast-paced start-up environment with experienced industry leaders

- An environment where you can dive deep into the latest technologies and make a real, measurable impact

- Employee Engagement – Quarterly virtual team building activities and monthly team lunches

- Competitive salary and stock options

- Medical, dental, and vision

- Unlimited Vacation Policy

- $45,000 - $60,000

## Skills

### Required
- customer support
- accounting
- payments
- financial services
- fintech
- AP/AR

### Nice to have
- payments
- financial services
- fintech