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Customer Service Technical Specialist

XBP Americas
United States, California, San Francisco
Jan 29, 2026

CSA TS Client Services

About the Role:

As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. Your primary responsibility will be to address client inquiries, troubleshoot technical issues, and ensure timely resolution of all support requests. You will play a vital role in maintaining client satisfaction and fostering positive relationships by delivering high-quality service and support.

Essential Functions & Responsibilities:

  • Restocking office supplies, kitchens and cafes
  • Responding to office emails
  • Completing daily floor walks
  • Helping clients with office questions
  • Refilling office snacks
  • Operate mailing, print or scanning equipment
  • Shipping & Receiving
  • Sort and deliver accountable mail
  • Help resolve customer concerns/issues
  • Print, scan, and prepare confidential documents
  • Batches documents
  • Keys data from source documents in a timely and efficient manner
  • Performs acceptable volume of work in timely, efficient and accurate manner and in order of scheduled priorities to meet or exceed client expectations of processing schedule
  • Performs verification duties as required
  • Keys correcting entries as indicated by verification or other warning
  • May trouble shoot data problems
  • May operate peripheral equipment
  • May assist in development of production formats and keying procedures
  • Produce, format and edit .pdf files, letters, reports and other documents in Adobe, Microsoft and other firm applications
  • Demonstrates high levels of safety awareness and notifies supervisor of potential hazards
  • Perform various Mail Center activities (sorting, metering, folding, inserting, delivery, pickup, etc.)
  • Maintain all logs and reporting documentation
  • Participate in cross-training
  • Support various special projects from start to finish upon request and perform other duties as assigned.
  • Follows the security and privacy policies, standards and guidelines in order to protect the informational assets of both the company and their customers
  • Performs other duties as required

Key Skills:

  • Self-motivated, detail oriented, ownership/pride in work
  • Ability to think on their feet, problem solver
  • Partnership in providing excellent customer experience; Office or corporate environment a plus; social/corporate etiquette
  • Hospitality experience
  • Keyboarding and windows environment PC skills required (Word, Excel and PowerPoint preferred)
  • Experience running mail posting equipment a plus
  • Willingness and availability to work additional hours if assigned
  • Ability to effectively work individually or in a team environment
  • Competency in performing multiple functional tasks
  • Ability to meet employer's attendance policy
  • Ability to read, write and speak English
  • Ability to learn various other programs and applications as necessary and/or required
  • High energy level with excellent interpersonal skills, positive attitude, professional presence and exceptional customer service.
  • Required to work at computer for long periods
  • Required to regularly sit, talk or hear
  • Required to possess close vision and ability to focus

Job Summary: We are looking for a customer-oriented service representative. The target is to ensure excellent service standards, respond efficiently to customer inquiries, and maintain high customer satisfaction.

XBP Global is committed to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, colour, creed, religion, national origin, ancestry, citizenship status, age, disability, sex/gender, marital status, sexual orientation, gender identity, gender expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

EOE/Minorities/Females/Veterans/Disabled

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