Chase Onsite Representative

Location US-FL-Jacksonville
Full Time


We are looking for an Onsite Client Services Representative at our clients physical location. Our client's offices are located in: Jacksonville, Florida or Tempre Arizona. 


The Client Service Representative position is responsible for providing professional and timely service for clients, vendors, distributors and internal staff in the areas of technical, content and application consulting as well as assisting in training new Associate Product Consultants.


  • Provides primary issue resolution to clients, distributors, and internal staff, primarily via the support phone line, but also originating from email, chat, website, or referrals.  Issue resolution often requires extensive research and product related hardware and software troubleshooting to resolve complex data and product technical issues performing diagnostics which often requires the need to work with the client's IT department for effective resolution.  Also serves as a timely source for information on offerings, production cycles, and distributor packages and data presentations adopting a professional approach in working with clients from all levels up to and including the most senior executives of a client organization.    
  • May serve as a member of a product team within Product Support working closely with the team leader to attain strong product knowledge while providing assistance in training the Product Support group and updating the Knowledge Base with information on new products and upgrades thereby ensuring accurate information is available to all users, and thus, to clients as well.
  • Analyzes and communicates client concerns as they relate to product offerings, data collection procedures and marketing policies by documenting recommendations on the client's behalf for product development in the CRM system.   
  • Provides in-depth research to resolve complex client questions based on the product offering ensuring clients are provided with thorough, accurate resolutions to their questions.
  • Creates documentation for the Knowledge Base from new case resolutions to ensure all Product Consultants have access to current, accurate information for subsequent client questions.


  • Bachelor's degree, preferably in a finance related field along with a minimum of one year Client Services experience is required as the incumbent must have solid knowledge of finance and accounting principles to resolve client questions.
  • Strong communication, marketing and customer service skills to effectively resolve client concerns and promote product usage.  Problem-solving, time-management, and organizational abilities are also required to efficiently resolve client concerns
  • Strong knowledge is needed in the areas of data, finance and accounting principles, marketing and research policies and procedures, product production cycles.
  • Strong technical knowledge of PC hardware and software, including standard operating systems, basic network usability, and spreadsheet software is necessary in the installation and support of products.  Ongoing education is necessary to stay abreast of current technology


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