Client Support Specialist

About the role

Concord is seeking a Client Support Specialist to manage corporate client requests and ensure high‑quality, timely service. The role focuses on processing payments, generating reports, validating sales data, and maintaining accurate documentation while supporting both English‑ and Spanish‑speaking clients.

Key responsibilities

• Promptly address corporate client requests with a focus on customer satisfaction.
• Process client payments, returns, and chargebacks, ensuring accurate fund allocation.
• Analyze transactions, new sales, and support cases for KPI reporting.
• Validate data files, detect and correct errors, and upload sales data according to client specifications.
• Maintain organized, secure documentation in line with privacy and security protocols.
• Conduct regular audits to verify consumer information accuracy for corporate clients.
• Collaborate with cross‑functional teams to resolve operational issues and propose process improvements.

Required profile

• Technical degree or bachelor’s in Administration, Finance, Accounting, or related field (or equivalent experience).
• Previous experience in corporate client support and operational process management.
• Advanced proficiency in English (written and spoken) and intermediate Spanish.
• Strong attention to detail, ability to manage multiple tasks under pressure, and availability to work according to U.S. holiday calendars.

Required skills

• Microsoft Excel (intermediate)
• Microsoft Office applications