Client Account Specialist

Calling all innovators – find your future at Fiserv.

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Client Account Specialist

About your role:

As a Client Account Specialist, you will be the primary internal owner for a portfolio of small to mid-sized SMB Direct merchants. You will strengthen client relationships, resolve issues, and educate clients on solutions that support their business goals. By driving client satisfaction, retention, and product penetration, you will directly support revenue growth for Global Business Solutions at Fiserv.

What you'll do:

• Serve as the primary point of contact for an assigned portfolio of small to mid-tier SMB Direct clients within one or more verticals (such as Retail, Restaurant, Hotel, Grocery, Petro, Auto, Utility, Healthcare, Professional Services, or Beauty).
• Support retention and growth of your client portfolio by building strong relationships and aligning Fiserv solutions to client business needs.
• Provide proactive outreach and relationship development, integrated with digital engagement, to increase revenue retention and solution utilization within your assigned verticals.
• Research, own, and drive resolution of client inquiries and issues, directly resolving simple requests and coordinating with internal Fiserv teams to resolve moderate to complex items (including topics such as pricing models, funding, and compression management).
• Monitor client account activity and portfolio trends, creating and maintaining accurate client profiles, including contracts, communication logs, and product matrices.
• Develop and deliver client-ready business review materials that highlight client financial performance, card volume trends, and relevant market insights.
• Educate clients on payment industry trends, Fiserv products and services, reporting, and self-service tools to increase adoption and effective usage.
• Perform other related duties and responsibilities as assigned by management in support of business objectives.

Experience you'll need to have:

• 2+ years of experience in customer service, sales, business development, or relationship management, supporting external clients or merchants, preferably within payment processing or financial services.
• 2+ years of experience using account management, CRM, or ticketing tools to document interactions, track issues, and manage a client portfolio.
• Demonstrated experience interpreting data or reports (for example, transaction volumes or portfolio metrics) to identify trends, issues, or opportunities for clients.
• Proven ability to plan and organize work, manage multiple priorities, and follow through on issue resolution in a team-oriented environment.
• Strong verbal and written communication skills with the ability to explain moderately complex topics (such as pricing, funding, and product configurations) in a clear and client-friendly way.
• Associate degree in business, finance, a related field, or equivalent combination of education, related experience and/or military experience.

Experience that would be great to have:

• Experience working directly with merchants in one or more verticals such as Retail, Restaurant, Hotel, Grocery, Petro, Auto, Utility, Healthcare, Professional Services, or Beauty.
• Experience with payment processing platforms, merchant acquiring solutions, or Fiserv products, systems, and operational areas.
• Experience creating and presenting business review documents or performance summaries to external clients.

How you'll work:

• This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
• This role requires use of a computer and audio equipment.
• You will work an assigned schedule of Monday through Friday, 8 a.m. to 6 p.m.

Sponsorship:

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv: