1mo
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Client Operations Specialist
Chicago, Illinois, United States
OnsiteFull Time
1+ YOE1+ year customer-facing experience; strong communication and problem-solving; team and independent work; focus on client satisfaction and operational excellence.
2mo
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Senior Specialist, Client Operations
Lake Mary, Florida, United States
$58k/yr OnsiteFull Time
5+ YOEBachelor’s degree or equivalent; 5-7 years in operations or client services; strong problem-solving and client-facing skills.
2w
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Client Operations Specialist
Seattle, Washington, United States
$70k-$80k/yr OnsiteFull Time
3+ YOE3+ years professional experience, bachelor\u0002s degree or equivalent, strong written/verbal communication, Microsoft Office (Outlook, Word, Excel) proficiency, excellent attention to detail and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Client Operations Specialist
Dallas, Texas, United States
HybridFull Time
4+ YOE4-6 years agency or professional services experience; strong financial reporting, scoping, and operations analysis; proficient with Excel/PSA/CRM; bachelor’s degree or equivalent
Microsoft Excel, Outlook, Teams, Zoom, Ruddr, HubSpot, SharePoint, PSA, CRM
6d
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Client Operations Specialist
Richmond, Virginia, United States
$45k-$55k/yr HybridFull Time
Supporting complex client accounts by coordinating operations, timelines, financial workflows, and client deliverables; strong organization, proofreading, budgeting and stakeholder coordination skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, AI tools
14h
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Client Operations Specialist (Remote)
Rolling Meadows, Illinois, United States
$48k-$79k/yr RemoteFull Time
7+ YOE7 years experience required with 3–5 years at senior data analyst level; strong analytical skills; proficiency with Microsoft Excel and Microsoft SharePoint; ability to multitask in fast-paced environment.
Microsoft Excel, Microsoft SharePoint
1w
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(Remote) Client Operations Specialist
United States
$62k-$72k/yr RemoteFull Time
1+ YOEBachelor's degree required; 1+ year relevant operations or RIA experience preferred; strong organization, written communication, and technology skills; familiarity with wealth-management operations and custody processes.
PractiFi, Orion Advisor Services, Slack, Zoom
1mo
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Client Operations Specialist
Tampa, Florida, United States
HybridFull Time
3+ YOE3+ years triaging help desk tickets, 2+ years with file transfer protocols, 3+ years MS Office experience, experience with B2B file exchange/integration support, analytical and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Operations Specialist
Hickory, North Carolina, United States
OnsiteFull Time
5+ YOEBachelor’s degree in business; 5-7 years in supply chain management or cross-department experience; strong communication, project management, and MS Office skills.
1mo
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Client Operations Specialist
United States
$75k-$100k/yr RemoteFull Time
2+ YOEBachelor's degree required; 2+ years sales support experience preferred; strong communication, analytical and organizational skills; experience with Salesforce/CRM; ability to work EST timezone.
Salesforce
2mo
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Client Operations Support Specialist
Lehi, Utah, United States
$22-$31/hr HybridFull Time
0+ YOEFrontline client support across phone/chat/case channels; hybrid work; high school diploma required; less than 1 year experience; excellent communication; prior customer service or tech support preferred.
Salesforce, Redtail, Orion Platform
3mo
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Client Specialist
Leawood, Kansas, United States
OnsiteFull Time
2+ YOEExperience in client service/administrative support within financial services; SIE, Series 7, and Series 66 or Series 63/65 licenses or willing to obtain within 18 months; proficient with Microsoft Office; strong communication and organizational skills.
Microsoft Office, CRM, Private Wealth Management platforms
1mo
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Senior Client Data Operations Specialist
United States
$80k-$100k/yr RemoteFull Time
5+ YOE5+ years in data operations/integration or technical client success (healthcare SaaS preferred). Hands-on SFTP/MFT, healthcare data formats (EDI 834/837, HL7, FHIR, delimited), strong technical communication, data quality ownership, and process improvement experience.
SFTP, MFT, EDI 834/837, HL7, FHIR, delimited flat files, Client Command Center, dbt, SQL, Looker
6d
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Senior Client Specialist
Lafayette, Louisiana, United States
OnsiteFull Time
3+ YOEHigh school diploma/GED and 3+ years as a client specialist, 5+ years customer service in banking preferred; proficiency with MS Office and LaserPro; knowledge of loan documentation, OFAC, and lending operations.
Microsoft Office, LaserPro
2w
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Client Operations Specialist - Renewals | Remote, USA
Salt Lake City or Bozeman or Cheyenne
RemoteFull Time
2+ YOE2+ years B2B sales/client services experience, renewal/contract management preferred; intermediate Microsoft Office and CRM experience (Salesforce.com); strong organization, communication, and prioritization skills.
Salesforce.com, Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Client Delivery Specialist
Franklin or United States
RemoteFull Time
2+ YOEHigh school diploma/GED, 2+ years healthcare operations or client-facing experience, understanding of operational workflows and data interpretation, strong written/verbal communication, multitasking and cross-functional collaboration.
E360 RCM, CRM
3d
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Client Care Operations Specialist - Remote
Connecticut or Kansas or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Mississippi or Massachusetts or Rhode Island or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware
$60k-$65k/yr OnsiteFull Time
Provide empathetic client support for veterinary clinics and pet parents via phone,email,and in person; assist reporting, QA,training coordination; attention to detail; customer service experience preferred; E-Verify required.
1w
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Temporary Client Operations Specialist - Tax
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year related experience, proficiency with Microsoft Office, strong attention to detail, communication and organizational skills; may require overtime and limited travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
4d
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Operations - Operations Specialist
Austin, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree preferred,1–3 years experience in operations/project coordination or client service,proficiency with Microsoft Office (Excel,PowerPoint,Teams),familiarity with CRM/fintech systems.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Redtail, Salesforce, Black Diamond, Orion
2mo
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Client Specialist
Wainscott, New York, United States
$20/hr OnsitePart Time
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness; must be 18+, available mornings/afternoons/evenings including weekends and holidays.
POS
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