Browse
···
Log in / Register

Client Account Representative (Technical)

$27-28/hour

Financial Statement Services, Inc

Lincoln, RI, USA

Favourites
Share

Description

Join Team FSSI and Become an Employee-Owner! Who We Are: Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Linocln, RI. The Account Representative works directly with their assigned clients, managing the day-to-day tasks to service their projects in a fast-paced technical environment. If you have a passion for serving clients, an aptitude for learning new technical concepts, and strong project coordination skills, this could be the position for you. Why You’ll Love This Role: We Invest in our employees! We provide dedicated training for your success in the role through our FSSI University as well as hands on training with the Client Services team. Create your success through building strong relationships and managing your client accounts with custom care and expertise. Utilize your creativity in resolving client challenges while providing seamless communication. Your Essential Duties: Client Success: Act as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Provide professional care and handling of designated accounts. Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows. Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create technical documentation to client specification. Data & Reporting: Ensure accurate client billing and generate client reports. Process Improvement: Collaborate with teams to enhance efficiency and deliver top-tier service. Requirements What You Bring: Must have a bachelor’s degree. 1-3 years of experience in account management, client implementation or related industry experience. Strong problem-solving and critical thinking skills. Ability to grasp and explain technical concepts with ease. Excellent business writing and communication skills with a keen attention to detail for professional client communication. Strong organizational and coordination skills to manage multiple tasks, deadlines, and client needs efficiently. Proficiency in Word, Excel, and PowerPoint, Outlook and Teams (project management software experience is a plus!). The description above is a summary of the highlights of the role, a full job description will be provided. Benefits Why Join Us? Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families. Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. Benefits include: 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays – including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs Ready to grow with us? Apply today! Hiring Pay Range (hourly paid): $27.00 - $28.00 an hour Schedule: Mon - Fri, 8:00 am - 5:00 pm. This is an onsite position.

Source:  workable View original post

Location
Lincoln, RI, USA
Show map

workable

You may also like

Workable
Director of Treasury
Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Crypto Inc.: A licensed trading platform providing access to the trading of more than 30 cryptocurrencies. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore or to discover the future of investing with confidence and innovation. Job Summary: We are seeking a Director of Treasury to oversee cash and liquidity management, funding strategy, and collateral optimization to support multi-asset activities. This role develops and executes the firm's funding model, enhances financing capabilities across asset classes, and ensures cost-efficient collateral usage. Working closely with internal teams and external partners, the ideal candidate drives operational efficiency, monitors market and regulatory changes, and provides strategic insights to optimize treasury performance. Requirements Treasury Management: Cash management, daily liquidity forecasting and funding gap analysis, capital optimization, e.g., 15c3-3 haircut or lock up calculation, and source funding through multiple solutions. Firm Funding Model Development: Work with team leaders and other departments, e.g., finance and securities lending teams, to expand financing capabilities for portfolios across different asset classes such as derivatives (options & futures), fixed income, crypto, and equities through securities lending, repo, tri-party funding, etc. Collateral Strategy: Collateral optimization and usage for margin/rate enhancement purposes; Performance Analysis: Analyze treasury performance metrics and develop reports that reconcile performance and attribution systems, pricing support for retail brokerage, retail futures, institutional futures, and prime brokerage businesses based upon financing costs. Collateral Pricing Model Development: Create a model to perform collateral pricing across different asset classes (e.g., US Treasury vs. Common stock) . Cross-Functional Collaboration: Collaborate with finance, securities lending and data teams to develop solutions that minimize funding costs and enhance operational efficiency in support of the firm’s daily business. Stakeholder Engagement: Build and maintain strong relationships with internal stakeholders and external partners, including banks and financial institutions, to support the firm’s treasury objectives. Market Research and Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting treasury operations, providing strategic insights to the firm’s leadership. Qualifications: Minimum 8 years of experience in treasury functions within a broker dealer, investment bank or multi-strategy hedge fund; Bachelor’s degree in Finance, Accounting, Economics, or a related field; Master’s degree or professional certification (CFA, CTP) preferred. Strong understanding of treasury management systems, cash management, prime brokerage and funding strategies. Possess in-depth knowledge of various asset classes such as equities, fixed income, alternative investments and derivatives (options, futures, forwards, swaps and credit). Proficiency in financial modeling and data analysis tools. Proven ability to work collaboratively across teams and influence stakeholders at all levels. Excellent analytical, problem-solving, and communication skills. Benefits What We Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and retirement plans. Opportunities for professional growth and development. A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $ 150,000 ~$ 220,000 Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.
Jersey City, NJ, USA
$150,000-220,000/year
Workable
Head of Sales
This is a position within Keller Executive Search and not with one of its clients. As the Head of Sales in New York, this senior role is accountable for shaping sales strategy and delivering measurable outcomes across the business. The position partners closely with cross‑functional leaders, drives operational excellence, and scales processes to support growth. Key Responsibilities: Set a clear multi‑year strategy and translate it into quarterly plans with accountable metrics. Lead teams with a focus on coaching, psychological safety, and high performance. Grow pipeline quality, win rates, and account expansion through enablement and tooling. Build data‑driven operating rhythms, dashboards, and continuous‑improvement loops. Own budgets and vendor relationships; negotiate contracts that balance value, risk, and speed. Design compliant processes aligned to local regulations and internal policies. Partner with Sales, Marketing, and People Operations to execute company priorities. Represent the function to senior leadership; prepare crisp updates and decision memos. To learn more about Keller, please see: https://www.kellerexecutivesearch.com/executive-recruitment-headhunters-new-york-city/ Requirements 7+ years in progressively senior roles within the relevant discipline; experience leading managers. Demonstrated success building scalable processes and delivering against OKRs. Strong analytical and financial acumen; fluency with data tools and business cases. Excellent stakeholder management and executive communication skills. Working knowledge of applicable local laws, standards, and industry best practices. Bachelor’s degree required; advanced degree or certifications are advantageous. Benefits Competitive compensation: $ 174,000–213,000 USD Opportunities for professional growth and leadership development. Company culture: Flat management structure with direct access to decision‑makers; open communication environment. Full medical coverage. Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location. 
New York, NY, USA
$174,000/year
Workable
Head of Sales
This is a position within Keller Executive Search and not with one of its clients. As the Head of Sales in Fort Worth, this senior role is accountable for shaping sales strategy and delivering measurable outcomes across the business. The position partners closely with cross‑functional leaders, drives operational excellence, and scales processes to support growth. Key Responsibilities: Set a clear multi‑year strategy and translate it into quarterly plans with accountable metrics. Lead teams with a focus on coaching, psychological safety, and high performance. Grow pipeline quality, win rates, and account expansion through enablement and tooling. Build data‑driven operating rhythms, dashboards, and continuous‑improvement loops. Own budgets and vendor relationships; negotiate contracts that balance value, risk, and speed. Design compliant processes aligned to local regulations and internal policies. Partner with Sales, Marketing, and People Operations to execute company priorities. Represent the function to senior leadership; prepare crisp updates and decision memos. To learn more about Keller, please see: https://www.kellerexecutivesearch.com/executive-recruitment-headhunters-fort-worth/ Requirements 7+ years in progressively senior roles within the relevant discipline; experience leading managers. Demonstrated success building scalable processes and delivering against OKRs. Strong analytical and financial acumen; fluency with data tools and business cases. Excellent stakeholder management and executive communication skills. Working knowledge of applicable local laws, standards, and industry best practices. Bachelor’s degree required; advanced degree or certifications are advantageous. Benefits Competitive compensation: $ 174,000–213,000 USD Opportunities for professional growth and leadership development. Company culture: Flat management structure with direct access to decision‑makers; open communication environment. Full medical coverage. Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location. 
Fort Worth, TX, USA
$174,000/year
Workable
QA Analyst, KSM
Keeper Security is hiring a motivated and detail-oriented QA Analyst to join our Keeper Secrets Manager (KSM) team. This is a 100% remote position, with the opportunity to work a hybrid schedule for candidates based in the El Dorado Hills, CA or Chicago, IL metro area. Keeper’s cybersecurity software is trusted by millions of people and thousands of organizations, globally. Keeper is published in 21 languages and is sold in over 120 countries. Join one of the fastest-growing cybersecurity companies and help us maintain and improve the quality of the product delivered to our customers. About Keeper Keeper Security is transforming cybersecurity for people and organizations around the world. Keeper’s affordable and easy-to-use solutions are built on a foundation of zero-trust and zero-knowledge security to protect every user on every device. Our award-winning, zero-trust, privileged access management platform deploys in minutes and seamlessly integrates with any tech stack and identity application to provide visibility, security, control, reporting and compliance across an entire enterprise. Trusted by millions of individuals and thousands of organizations, Keeper is an innovator of best-in-class password management, secrets management, privileged access, secure remote access and encrypted messaging. Learn more at KeeperSecurity.com. About the Role As a QA Analyst on the KSM team, you will play a key role in validating the functionality, security, and performance of Keeper Secrets Manager, SDKs, and integration components. You will work closely with software engineers, product managers, and DevOps teams to execute manual and automated tests, report defects, and ensure KSM products meet the highest quality standards. This role is ideal for someone with strong attention to detail, an interest in cloud and DevOps technologies, and a passion for secure software. Responsibilities Execute functional, integration, regression, and UI testing for KSM web applications, SDKs, and integrations Test KSM workflows in cloud environments (AWS, GCP, Azure) and infrastructure-as-code (IaC) scenarios Collaborate with software engineers and product managers to understand requirements and define test cases Report, track, and communicate defects in Jira or other tracking systems, ensuring clear documentation Support automation testing initiatives by designing test scripts and leveraging existing frameworks Validate security controls and compliance measures within KSM workflows Contribute to improving QA processes, test coverage, and product reliability Requirements 2+ years of experience in QA, software testing, or a related role Familiarity with web applications, APIs, cloud platforms (AWS preferred), and DevOps workflows Experience with manual testing and basic understanding of automated testing principles Knowledge of bug tracking and test management tools (e.g., Jira) Strong attention to detail, analytical skills, and ability to document findings clearly Excellent communication and collaboration skills Due to the role’s involvement in GovCloud, all applicants must be a U.S. Person (citizen or lawful permanent resident) Preferred Qualifications Exposure to scripting or automation languages (Python, Bash, Go) Experience testing SDKs, developer tools, or integrations Familiarity with security and compliance standards (SOC 2, FedRAMP, ISO 27001) Experience with containerized environments (Docker, Kubernetes) Benefits Medical, Dental & Vision (inclusive of domestic partnerships) Employer Paid Life Insurance & Employee/Spouse/Child Supplemental life Voluntary Short/Long Term Disability Insurance 401K (Roth/Traditional) A generous PTO plan that celebrates your commitment and seniority (including paid Bereavement/Jury Duty, etc) Above market annual bonuses Keeper Security, Inc. is an equal opportunity employer and participant in the U.S. Federal E-Verify program. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Chicago, IL, USA
Negotiable Salary
Workable
Management Analyst-536203
The Bureau of Overseas Buildings Operations (OBO) directs the worldwide overseas building program for the Department of State. Working with other offices and bureaus, foreign affairs agencies, and Congress, OBO’s challenge is to set worldwide priorities for the design, construction, acquisition, maintenance, use, and sale of real properties and the use of sales proceeds.   The Department of State, Bureau of Overseas Buildings Operations, Directorate of Program Development, Coordination, and Support (DOS/OBO/PDCS) is responsible for the design, coordination, and management of OBO’s construction and renovation programs.   The Office of Project Development and Coordination (OBO/PDCS/PDC) provides project management and project management support for projects from inception through completion. The projects that will be supported by this requirement are in U.S. facilities worldwide. These projects include studies, reports, renovations, repairs, and new construction. Budget estimates for these projects range from approximately $100,000 to $1,000,000,000.   Job Duties: Assist the Division Chief to ensure that assigned tasks and office operations are effectively coordinated and scheduled. Coordinates process, procedure, tracking, submission, and completion of contract actions. Works with established information management tools to gather data and status on initial project planning in conjunction with PDC division chiefs and staff; and executes reports reflecting the status of execution versus pre-established targets, management windows of upcoming activities, and the impact of contractual and other changes on budgeted cost and scheduled completion dates. Assists in evaluating the impact of existing and proposed programs on available resources and drafts recommendations for alternative courses of action. Assists in the preparation and publication of studies, reports, analytics, and plans, including responsibility for collecting, organizing, analyzing, and incorporating data for a wide-range of documents (e.g., Project Authorization Documents, Scopes of Work, Course of Action Memoranda, Requests for Contract Actions, and Project Development Packages, etc.) Provides necessary assistance to the Division Chief for meetings and conferences to include scheduling, taking, and distributing meeting minutes and following up on assigned actions, etc. Communicates with Division management officials and co-workers in both informal conversations and formal presentations and delivers briefings and presentations concerning administrative, clerical, and other non-technical matters. Prepares drafts of program analysis reports on the status of Division goals and objectives attainment; assists in analysis of current operating programs within the Division to evaluate their actual and potential effectiveness in meeting objectives; and prepares briefing materials for the Division Chief and other key staff on the results of these analytical studies. Assists in evaluating the impact of existing and proposed programs on available resources and drafts recommendations for alternative courses of action. Develops drafts of concepts for the implementation of selected planning activities, including suggested scope of the activity, operational and programmatic costs, and likely duration; and assists the Division Chief in obtaining clearance of these concepts with operational and management-level personnel in OBO and the Department to ensure that the proposed scope, schedule, and budget will meet the perceived needs and are realistic in terms of resources. Gathers and collects program data or information following routine search procedures; conducts research in Office and Division files and other files and databases to locate data and background information, as requested; and assembles and summarizes data, background information, and other materials from publications and other sources. Assists management officials and staff with routine travel queries and stays abreast of new department travel policies and procedures. Assists the Division Chief in coordinating and monitoring the implementation of planning activities to ensure accomplishments of objectives; helps in the identification of unresolved issues that arise during implementation; and checks back periodically to see that the implementation is proceeding as planned. Types and edits letters, memoranda, cables, reports, and other material as directed, using office automation software and equipment; and drafts some correspondence under appropriate supervision. Supports and audits project, contract, and office documents. Updates delegated tasks to ensure progress to deadlines. Management of administrative details, and other duties as assigned. Requirements Must be a U.S. citizen. Skilled in the use of basic and advanced features of the Microsoft Office suite, including Access, Excel, PowerPoint, Word, and other applications such as SharePoint, as well as other automated systems used by the Office, and the ability to learn and apply new software variations as they affect Office operations. Ability to extract detailed information from various sources, accurately capture that information in the appropriate system or document and monitor status of information to prepare reports for management use. Ability to review office administration processes, problems, and issues and provide recommendations based on findings. Skilled in oral and written communication which enable the contractor to ensure facts, ideas, and instructions in a succinct and organized manner to advise and otherwise interact with other Office members on staff actions, reports, tasks, office correspondence and the use of automated office equipment, and with managers and others external to the Office with whom business is conducted or operational requirements are discussed. Possess a mastery of basic concepts, principles, and practices of a Management Analyst that enables the incumbent to understand the wide range of State Department office duties. Exercise appropriate management controls over entrusted assets and operations in accordance with applicable laws and regulations. A bachelor’s degree and six (6) years of experience.
Arlington County, Arlington, VA, USA
Negotiable Salary
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.