68 client services specialist jobs at 49 companies in Lockport, NY
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hrRemoteFull Time
Roo: Digital marketplace connecting veterinary professionals with animal hospital shifts.
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Provide virtual client consultations, maintain client records, schedule appointments, and build long-term client relationships; strong communication and coachable mindset required.
FIRST Insurance Funding of Canada: Provides premium financing and payment solutions for insurance brokers.
3+ YOERequires 3–5 years of customer service experience, ideally in insurance or financial services, strong communication and organizational skills, and proficiency with Outlook, Excel, and Microsoft Word. A college or university degree is required.
Outlook, Microsoft Excel, Microsoft Word, FirstInsite
Raffi Jewellers: Retails luxury watches and jewelry through high-end boutique stores.
Luxury retail, hospitality, jewellery, watches, or premium client-service experience; strong communication and relationship-building skills; English proficiency and Canadian work authorization required.
Veritext: Providing court reporting and litigation support services.
3+ YOERequires 3+ years of related experience, MS Office and relevant software proficiency, excellent communication, customer service, organization, multitasking, problem-solving, and teamwork skills.
Microsoft Office, Front, Vision, Snap Scheduling, MyVeritext
Veritext: Provider of technology-enabled court reporting and litigation support services.
3+ YOERequires 3+ years of related experience, MS Office and relevant software proficiency, excellent communication, customer service, organization, multitasking, problem-solving, and independent and collaborative work skills.
Microsoft Office, Vision, Front, Snap Scheduling, MyVeritext
BIlingual Client Service Specialist – AdminAdvantage
Montreal or Toronto or Kitchener or Waterloo or Halifax
$56k-$94k/yrHybridFull Time
ManulifeTSX: MFC: Provides insurance, wealth management, and investment services globally.
Required: strong Office 365 skills and bilingual French-English communication. Preferred: service delivery, operations, or client management experience, leadership, communication, analytical problem-solving, and group benefits knowledge.
P&A Group: Provides customized employee benefit administration and retirement plan services.
Customer service and benefit administration experience; high school diploma (Associate/Bachelor's preferred); strong communication, project management, and Microsoft Excel skills.
ISS STOXX: Provides financial market indices, governance research, and ESG data.
3+ YOEBachelor's degree,3+ years working with governance data or investment professionals,client-facing experience,strong communication,project management,and commercial orientation;proficient in Microsoft Excel.
Child & Family Services: Provides mental health and family support services in New York.
2+ YOERequires 2+ years of insurance verification experience, strong computer skills, front desk or customer service experience, and excellent written and verbal communication. Human services experience is a plus.
Epaces, HealtheNet, Electronic Medical Records (EMR), Health Savings Account (HSA), Healthcare Flexible Spending Account (FSA), 403(b)
OFXASX: OFX: International money transfer and global payment services for businesses.
1+ YOERequires 1–2 years in AML, KYC, or financial operations within financial services or FinTech, with compliance knowledge, analytical judgment, accuracy, and communication skills.
Bachelor's degree, excellent communication, relationship-building, organizational, time-management, and independent problem-solving skills; proficiency with Salesforce, Microsoft Word, and Excel.
Salesforce, Microsoft Word, Microsoft Excel, NetRep, Dataphile, NetX360
CIBC Mellon: Provides asset servicing and custody to institutional investors.
1+ YOECommunity college or university degree, ~1 year industry experience, strong client service and organizational skills, Excel and Word proficiency; Canadian Securities Course is an asset.
Medcan: Provides proactive preventative healthcare and personalized clinical wellness services.
1+ YOEAt least 1 year of sales experience, client service background, strong communication, self-motivation, sales achievement, and proficiency in Microsoft Office and Outlook; post-secondary education preferred.
American Income Life: Provides supplemental life and health insurance to working families.
No prior experience required; strong communication, organization, and customer service skills. Training and mentorship provided. Customer service or sales experience helpful.
Benevity: Provides enterprise software for corporate social responsibility programs.
2+ YOEBachelor's degree or equivalent experience, 2+ years in customer service or client management, strong communication, adaptability, problem-solving, and complex-system navigation skills.
CI Financial: Provides global asset and wealth management services to investors.
Post-secondary business education, financial services administration experience preferred, securities knowledge an asset, strong analytical, problem-solving, arithmetic, data entry, customer service, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Sr Client Relations Specialist – French Bilingual (Call Center)
Toronto, Ontario, Canada
$61k-$70k/yrRemoteFull Time
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
5+ YOEBachelor’s degree in business or equivalent, five years of related experience, financial services knowledge, French and English fluency, strong communication, customer service, problem-solving, prioritization, and MS Office proficiency.
Microsoft Office, WFG website, WFG Mail, CRM systems, Microsoft Excel