3,488 client service specialist jobs at 1,560 companies in United States
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Client Service Specialist
New York, New York, United States
$110k-$125k/yr OnsiteFull Time
Guggenheim Partners: Provides investment banking and asset management services.
3+ YOEBachelor’s degree in Business or Finance; 3–6 years in client service/operations in financial services; strong coordination, organization, and communication skills.
Salesforce, Excel, Word, PowerPoint, Outlook
2mo
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Client Service Specialist
Stamford or New York
$95k-$125k/yr HybridFull Time
2+ YOE2+ years in financial services/asset management; client service, onboarding, and account transitions experience; strong communication and problem-solving skills.
4w
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Client Service Specialist
Shelton, Connecticut, United States
$16-$19/hr OnsiteFull Time
Providing front-desk customer service, answering phones, scheduling appointments, processing payments, recommending products/services, and managing medical records for clients and pets.
Workday
2d
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Client Service Specialist
Ojai, California, United States
$28-$45/hr OnsiteFull Time
Bachelor's degree required; strong communication, interpersonal, organizational, time-management, computer, problem-solving, and client service skills. Financial services experience is helpful but not required.
CRM
1d
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Client Service Specialist
Greater Northdale, Florida, United States
$26-$30/hr OnsiteFull Time
3+ YOERequires 3+ years in financial services, banking, insurance, real estate, client service, or related work; strong organization, communication, customer service, attention to detail, and Microsoft Office and CRM proficiency.
Microsoft Office, CRM, Salesforce, MoneyGuide
2mo
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Client Service Specialist
Southfield, Michigan, United States
$65k-$70k/yr OnsiteFull Time
5+ YOE5+ years in financial services; experience supporting insurance, annuity, and/or investment clients; licenses preferred; CRM experience; strong communication and organization.
Advisor360, CRM, Microsoft Office
3mo
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Client Service Specialist
Hebron, Kentucky, United States
OnsiteFull Time
0+ YOEHigh school diploma or GED; 0-2 years in client services; ability to handle orders, inquiries, invoices, and complaints; strong communication and problem-solving.
2mo
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Client Service Specialist
St. Louis or Atlanta or St. Petersburg
HybridFull Time
2+ YOE2–3 years in client service and business analysis (healthcare/financial services preferred); experience with requirements gathering, root cause analysis, and software configuration testing; Jira or Salesforce preferred; bachelor's degree preferred.
Jira, Salesforce
2d
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Client Service Specialist
Sun City Center, Florida, United States
$48k/yr OnsiteFull Time
High school diploma or GED required; prior client service, administrative, or office support experience; strong communication, organization, multitasking, Microsoft Office, and confidentiality skills.
Microsoft Office
1w
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Client Service Specialist
Orlando, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma, 1+ years teller/client service experience, cash-handling, BSA/AML/OFAC familiarity, strong communication, multitasking, and computer proficiency.
2d
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Client Service Specialist
New York City, New York, United States
$75k-$90k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years in the RIA industry, custodian and client-facing service experience, CRM proficiency, strong problem-solving, organization, communication, and multitasking skills.
Microsoft Teams, Salesforce, Charles Schwab, Fidelity, CRM
3d
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Client Service Specialist
Sun City Center, Florida, United States
OnsiteFull Time
High school diploma or GED required; undergraduate degree preferred. Requires client service or administrative experience, strong communication, organization, multitasking, confidentiality, and Microsoft Office proficiency.
Microsoft Office, CRM
3mo
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Client Service Specialist
Canton, Ohio, United States
$55k-$70k/yr OnsiteFull Time
Customer-focused role involving inquiry response, product/service information, and client interactions; strong communication and problem-solving skills; independent worker; legal industry knowledge a plus.
1w
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Client Service Specialist
Arizona, United States
OnsiteFull Time
3+ YOERequires 3+ years in client-facing self-funded health insurance or TPA service, health insurance terminology knowledge, problem-solving, prioritization, and strong written and verbal communication skills.
CRM, IT
3w
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Client Service Specialist
Sarasota, Florida, United States
HybridFull Time
1+ YOEClient service experience, 1-2 years professional experience preferred, Series 6 or 7 and life insurance licenses preferred, proficiency with Microsoft Word/Excel/PowerPoint, strong communication and organization.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
3w
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Specialist, Client Service Management
Houston, Texas, United States
$52k-$85k/yr OnsiteFull Time
0+ YOEBachelor's degree or equivalent, 0-2 years operational or client services experience preferred, strong client service orientation, communication, organization, and problem-solving skills.
1mo
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Client Service Specialist II
Tempe, Arizona, United States
OnsiteFull Time
2+ YOE2+ years client service experience in financial services, strong judgment, excellent written and verbal communication, ability to handle complex client needs and collaborate across teams.
AdvisorComplete, Wealthscape, Salesforce
2w
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Client Service Specialist
Philadelphia or Wilmington
OnsiteFull Time
Provide customer service and operational support: address client inquiries, process transactions, troubleshoot issues, and apply policies and procedures to solve problems.
Microsoft Windows, Microsoft Office
3d
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Client Service Specialist
Benton, Kentucky, United States
OnsiteFull Time
Answer calls, maintain phone logs, attend team huddles, refer and cross-sell to clients, complete tasks and training on time, and follow company policies.
phone
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