Client Services Specialist

In this key role, an Allegiance Merchant Services client services specialist is primarily responsible for supporting existing merchant payment processing/non-cash payment customers (including Visa, Amex, Discover, MasterCard, checks, gift cards, eCommerce, etc.). This is a B2B internal operations and sales support role and the ideal candidate will have an excellent track record of providing stellar customer service to internal and external customers.

Allegiance is seeking a Client Services Specialist who:

  • Makes a great first impression
  • Demonstrate excellent interpersonal skills that engage internal and external customers
  • Possesses a customer centric attitude
  • Has a history of treating your job like your own company
  • Sets a standard of being remarkable

At Allegiance Merchant Services our customers are priority #1 and creating a WOW experience is our most important task! This is an opportunity for an individual with a go-getter attitude who is looking to learn and grow with a company. If you bring the customer-centric attitude and the desire to grow, we can provide the industry and technical knowledge needed to excel!

Bilingual (Spanish-English) candidates are always encouraged to apply!

Primary responsibilities include but are not limited to:

  • Identify and resolve customer service and terminal support incoming phone calls and email
  • Ensure accurate and timely entry of merchant applications
  • Assist customers in setting up their Allegiance Merchant Services solutions
  • Educate merchants on products & services supported by Allegiance
  • Accurately record and track all merchant related calls into CRM and ticket management systems
  • Educate merchants on online tools and other resources to optimize their business
  • Entering new customer applications
  • Create and Update Daily/Weekly/Monthly reporting
  • Perform Outbound Calls for various campaigns and courtesy calls
  • Account Updates & Maintenance
  • Create / Maintain and Update department SOP’s
  • Assist sales team with equipment, gateway, and software installations
  • Properly track productivity and meet monthly with manager to review and discuss progress
  • Support team in maintaining SLA’s for the department
  • Participate in the On-Call Rotation


  • Work with a Winning Team
  • Continuous training and coaching
  • Competitive Salary
  • Health Benefits & 401(k) with company match
  • Bonus Programs
  • Paid Vacation and Holidays
  • Position growth available based on performance
  • Recession-Proof Industry

Basic Qualifications:

  • Bachelor’s Degree or comparable experience
  • Customer-centric attitude and approach
  • Self-motivated, goal-oriented, high energy and competitive
  • Strong data entry abilities
  • Ability to travel (within a local territory) to perform equipment installations
  • Proven analytical abilities to develop product and pricing proposals
  • Demonstrated problem-solving skills
  • Proficiency in Microsoft Office: Outlook, Word, Excel and PowerPoint
  • Excellent oral and written communication skills
  • Adhere to high quality and standards
  • A winning attitude is a must!


  • Professional customer service experience required
  • 2+ years of customer service experience preferred
  • English-Spanish bilingual candidates preferred

Location: Charlotte, NC

Allegiance Merchant Services is an Equal Opportunity and Affirmative Action Employer.

Email your resume and cover page to

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