2d
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Client Services Specialist IV
Columbia, South Carolina, United States
$40k-$55k/yr HybridFull Time
4+ YOEHigh school diploma or equivalent, 4 years related experience (or equivalent), strong oral/written communication, math, reasoning and time-management skills; Life and Health Insurance Specialist or Client Service Specialist certification preferred.
1mo
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Client Services Specialist
Miami, Florida, United States
OnsiteFull Time
2+ YOEMinimum 2 years client service experience (financial services preferred); expertise in loan servicing, depository, and treasury products; ability to resolve client inquiries and manage accounts; proficiency with banking systems and Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Services Specialist/Senior Client Services Specialist
Lake Oswego, Oregon, United States
$36-$46/hr HybridFull Time
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory and wealth management; ability to manage account operations and client onboarding.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
3d
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hr HybridFull Time
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
CRM
3w
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Customer-service experience; answering phones, greeting clients, scheduling, processing payments, managing medical records, and performing light hospital maintenance; strong communication skills.
3w
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Client Services Specialist
United States
$56k-$81k/yr RemoteFull Time
2+ YOE2+ years in ticketing operations, client services, implementation or similar; experience with software configuration, requirements gathering, project delivery, strong communication, organization, and occasional travel.
3w
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Client Services Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
Provide compassionate front-desk client service: greeting visitors, answering phones, scheduling, processing payments, managing records, and maintaining facility; must work afternoons, nights, and weekends.
Workday, Vimeo, Headspace
1mo
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Client Services Specialist
Miami, Florida, United States
HybridFull Time
2+ YOEMinimum 2 years client service experience (financial services preferred); knowledge of loan/depository and treasury products; proficiency with loan/depository systems, Microsoft Word/Excel/Outlook and DocuSign; strong communication and attention to detail; KYC/OFAC familiarity.
DocuSign, Bizchex-Chexsystem, Aithent, EIM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Google
1mo
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Client Services Specialist
Orlando, Florida, United States
$34k-$42k/yr OnsiteFull Time
Must reside in Central Florida and work onsite in Orlando. Customer-service experience preferred; strong communication, organization, and multitasking skills for managing client communications, intake, case records, and reporting.
1w
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Client Services Specialist
Columbia, Missouri, United States
$20/hr OnsiteFull Time
Serving as primary client contact (emails, calls, on-site), troubleshooting digital assets, coordinating training admin, responding to sales/opportunities, managing orders, and developing product expertise.
1mo
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Client Services Specialist
Fort Lauderdale, Florida, United States
RemoteFull Time
1+ YOEBachelor's degree or equivalent, 1+ year Medicare Managed Care experience, project management certification or 3+ years project experience, strong communication, documentation, and client-facing skills.
5d
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Client Services Specialist
Beverly or United States
HybridFull Time
Associates degree required; client support experience; payroll data entry; knowledge of iSolved and CRM; strong interpersonal, written and verbal communication; time management; SaaS exposure preferred.
iSolved, CRM
1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
HybridFull Time
5+ YOE5+ years client service experience in financial services, banking product expertise (loan servicing, depository, treasury), strong communication, KYC/BSA/regulatory knowledge, and proficiency with loan/depository systems and Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Bizchex-Chexsystem, Aithent, EIM, Google
1mo
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Client Services Specialist
Hunt Valley, Maryland, United States
$20-$32/hr HybridFull Time
1+ YOEHigh school diploma, 1+ year admin support in financial services required (3+ years financial services preferred); Microsoft Word/PowerPoint/Excel proficiency, strong written/oral communication, multitasking, confidentiality, and customer service skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
3w
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Client Services Specialist
Birmingham, Alabama, United States
OnsiteFull Time
0.5+ YOEAssociate's degree or 2 years college coursework with 6 months community service experience, or HS/GED with 2 years community service experience; valid Alabama driver's license if driving; MS Office skills and ability to administer first aid.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal and written communication, problem-solving, multitasking, and ability to work flexible shifts and overtime.
5d
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Client Services Specialist
Fridley, Minnesota, United States
$22-$27/hr OnsiteFull Time
3+ YOEHigh school diploma plus 3+ years customer service and order-entry experience; proficiency with Microsoft Word, Excel, Outlook; strong communication, math/geometry, attention to detail.
ERP, CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal/written communication, problem solving, multitasking across technology platforms, availability for flexible shifts and occasional overtime.
1w
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Client Services Specialist
Golden Valley, Minnesota, United States
$16-$24/hr OnsiteFull Time
0+ YOECash handling and customer service experience preferred; high school diploma; 0–1 years relevant experience; proficiency with Microsoft Office; strong communication, attention to detail, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Access, FDM Scanning
2w
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Client Services Specialist
Bellevue, Washington, United States
$96k-$102k/yr OnsiteFull Time
3+ YOE3+ years in investment support or client-facing roles; Series 7 and Series 63 or 66 required; Associate's degree or equivalent experience; advanced CRM and Microsoft Office proficiency; strong communication and attention to detail.
CRM, Microsoft Office Suite
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