- Ensure client portfolio requests and card order setups are accurate prior to delivery
- Collaborate with clients third party service providers to ensure effective enrollments and portfolio management.
- Work closely with Paycard partners and serve as first point of contact for client support and resolution of a variety of issues.
- Notify Enrollment Manager(s) and/or leadership on program change requests, or escalated client and cardholder issues.
- Responsible for increasing card count and maximizing total opportunity within each customer.
- Lead client intake and coordinate all aspects of client portfolio deliverables, including account implementation and servicing.
- Assist with training new Enrollment Coordinators on implementations and card orders.
- Provide backup for Enrollment Specialist when needed.
- Update and report portfolios in Salesforce.
- Perform other duties as needed.
Requirements
- Bachelor’s Degree preferred
- 3+ years combined client relationship and customer service experience preferred
- Experience developing strong relationships with internal and external stakeholders, including but not limited to, clients, peers, and executive leadership
- Ability to effectively prioritize multiple projects and client portfolios
- Excellent written, oral, and interpersonal communication skills
- Excellent organizational skills and time management skills with a high level of attention to detail
- Works with limited supervision and solves problems of moderate scope
- Experience with Microsoft Office, including Outlook, Excel, PowerPoint, Word and Project
- Experience working and collaborating effectively in a team environment
- Demonstrated ability to work well in a high paced work environment with general instruction
- Experience with Salesforce and MicroStrategy preferred
