Manage relationships for a portfolio of small to mid-tier small and medium-sized business accounts to support client satisfaction, retention, and growth.
Resolve simple client inquiries directly and coordinate with internal teams to facilitate resolution of moderate to complex issues.
Educate clients on products, reporting, self-service tools, and relevant industry information to support effective platform use.
Monitor account health, review portfolio performance, and create customized business reviews that illustrate financial performance, card volume trends, and industry comparisons.
Maintain accurate and current client records, including contract details, communication logs, and product matrices.
Identify opportunities to increase penetration of products and services across multi-product client environments.
Communicate clearly with clients regarding pricing models, funding, compression management, and issue resolution status.

2+ years of experience in customer service, sales, business development, relationship management, or a related client-facing function.
2+ years of experience resolving client inquiries and coordinating issue resolution across internal business partners.
Experience maintaining accurate customer records, account documentation, and communication tracking in business systems.
Ability to analyze portfolio performance, interpret business trends, and communicate findings to clients in a clear and actionable manner.
High school diploma, General Educational Development (GED), Associate degree, or equivalent combination of education, related experience and/or military experience.
Knowledge of payment processing and merchant services.
Experience supporting small to medium-sized business clients in a multi-product environment.
Experience troubleshooting and resolving moderately complex client issues.
Knowledge of Fiserv products, platforms, systems, and operational processes.

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.

Client Service Specialist

Key skills