Account Representative

Financial Statement Services, Inc.

Location Pin Icon
Santa Ana, CA

Job Description

As posted by the hiring company

Job Overview:


Opening its doors 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly customizable print and mail, electronic delivery, marketing, and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.

FSSI is currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. The Account Representative is responsible for managing the day-to-day tasks for assigned client accounts.

This position is expected to work in office. 



The Account Representative is the central point of contact between a client and all FSSI departments including IT Development, Production, Accounting, Marketing, Network Operations and Purchasing. Manage the day-to-day tasks for assigned client accounts using online tools and working with the operations teams in the production areas. This includes but is not limited to:

  • Monitoring production job flow and managing exceptions.
  • Communicating directly with clients at the business, operational and IT development levels, both verbally and in writing to ensure client needs are met in a timely manner.
  • Project Manage client conversions, which requires:
    • Creating, documenting, and managing development requests in project management software system such as Workfront.
    • Creating and maintaining technical documentation, including the application program aspects, data files, and print/mail/online presentment specifications.
    • An aptitude for technical processes.
    • Researching and understanding customer data and job requirements.
    • Working with clients and FSSI Marketing and Development departments in designing client documents and envelopes.
  • Liaison between client IT and business teams, and FSSI Development team.
  • Working with FSSI Operations management to trouble-shoot basic technical issues.
  • Assisting clients in understanding technicalities of print, mailing, and online presentment specifications and FSSI’s proprietary tools/solutions.
  • Managing and reporting physical pulls of documents from print files.
  • Reviewing production reports carefully to ensure clients are billed correctly, and with accurate pricing, for all services provided.
  • Creating client reports and other client-related documents utilizing PowerPoint, Word, or Excel.
  • Preparing documentation for stock purchases and monitoring inventory levels.


  • Bachelor’s degree required.
  • At least 2 years of client services, project management and/or related industry experience required.
  • Effective written and verbal communication skills required.
  • Intermediate level knowledge of Word, Excel and PowerPoint required.
  • Must demonstrate a strong customer service philosophy and attitude.
  • Strong organizational, interpersonal, and multi-tasking skills required.
  • Must effectively interpret and communicate complex technical concepts and processes often.
  • Prior experience using project management software preferred.

FSSI offers its employees competitive pay and benefits with opportunities for growth and advancement. Benefits include 401(k) & Roth, Medical, Dental and Vision Insurance, paid holidays, sick leave, vacation, and many fun perks.