3,769 client services specialist jobs at 1,311 companies in United States
Client Services Specialist
Coral Gables, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience, financial services preferred; expertise in banking products, loan servicing, depository, treasury management; proficiency in Microsoft Word, Excel, Outlook; advanced communication and interpersonal skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Client Services Specialist
Florida, United States +1 more
HybridFull Time
5+ YOE5-7 years client service experience, preferably in financial services; expertise in banking products, loan servicing, depository, and treasury management; proficiency in Microsoft Word, Excel, Outlook; Bachelor's degree in Business or equivalent experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Aithent
Client Services Specialist
Newport News, Virginia, United States
$45k-$60k/yr OnsiteFull Time
Bachelor's degree; strong interpersonal and communication skills; proficiency with CRM platforms and Microsoft Office Suite; highly organized with attention to detail; preferred 2+ years client services or financial services experience.
CRM, Microsoft Office Suite
Client Services Specialist
Anchorage, Alaska, United States
OnsiteFull Time
2+ YOEBachelor's degree in business, finance, economics, accounting, communications or related field preferred; 2-5 years client service or financial services experience; strong communication, organizational skills; Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Client Services Specialist
San Diego, California, United States
$25-$31/hr OnsiteFull Time
Entry-level administrative and client service support; requires effective communication, organizational skills, and ability to handle confidential information; no specific experience or education stated.
Credit-Management System
Client Services Specialist
Chicago, Illinois, United States
$90k-$100k/yr HybridFull Time
3+ YOE3+ years in financial services/fintech with clearing experience, Series 24 or ability to obtain, bachelor’s degree or equivalent, strong client orientation, cross-functional collaboration, and high integrity.
Client Services Specialist
Washington, District of Columbia, United States
OnsiteFull Time
Strong client services background, excellent communication, time management, and multitasking; proficiency with Word, Excel, PowerPoint; ability to operate copiers and basic office equipment; willingness to work alternative shifts, weekends, holidays, and overtime.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Maptician
Client Services Specialist
Bells, Tennessee, United States
OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3-5 years client service experience; Microsoft Office Suite; ERP or WMS systems; pharmaceutical experience preferred; must be able to work in the US without sponsorship; local and overnight travel up to 30%.
Microsoft Office Suite, ERP, WMS
Client Services Specialist
Somerville, Massachusetts, United States
$75k-$95k/yr OnsiteFull Time
2+ YOEAssociate or bachelor's degree in healthcare administration, life sciences, or related field (or equivalent experience); 2+ years in customer/client support, patient services, medical office administration, or healthcare operations; HIPAA knowledge; experience with electronic systems or CRM platforms and EHR (EPIC).
NetSuite, EPIC, CRM
Client Services Specialist
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOE1+ year finance services experience preferred; strong custodial and operational knowledge; CRM and reporting platform experience; proficiency with Microsoft Office and Excel; strong organization and client-service skills.
Microsoft Teams, Wealthbox, Addepar, Microsoft Office, Microsoft Excel, CRM
Client Services Specialist
Virginia Beach, Virginia, United States
OnsiteFull Time
1+ YOE1+ years in a client-facing role; strong organizational and communication skills; comfort with Salesforce or similar CRM; ability to manage multiple projects and stakeholders.
Salesforce, CRM, GA4, GTM, HTML, LinkedIn Learning
Client Services Specialist
San Antonio or New York City or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
3+ YOE3+ years experience in sales/marketing or related fields; bachelor’s degree preferred; proficiency with Microsoft Office Suite and Google Suite; strong communication, organization, and client-facing skills.
Microsoft Office Suite, Google Suite, OMNA Identity Graph
Client Services Specialist
United States
$140k-$150k/yr RemoteFull Time
4+ YOE4+ years client-facing experience in legal tech or litigation support; background as attorney, paralegal, or litigation support; eDiscovery platform experience (Relativity preferred); proficiency with Monday and HubSpot.
Relativity, Everlaw, Monday, HubSpot
Client Services Specialist II
Tempe, Arizona, United States
OnsiteFull Time
2+ YOERequires 2+ years of client service experience in financial services, banking, or operations, plus strong judgment, discretion, communication, rapport-building, and solution-oriented service skills.
AdvisorComplete, Wealthscape, Salesforce
Client Services Specialist
New York City, New York, United States
$20-$26/hr OnsiteFull Time
1+ YOE1+ year banking or financial services customer service experience; strong customer service and problem-solving skills; Microsoft Office proficiency; legal authorization to work in the US without sponsorship.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
CLIENT SERVICES SPECIALIST
Wichita, Kansas, United States
$20/hr OnsiteFull Time
0.5+ YOEHigh school diploma required; six months of human services experience preferred. Requires customer service, communication, organization, basic database and math skills, and proficiency with Microsoft Word and Microsoft Excel.
Microsoft Word, Microsoft Excel
Client Services Specialist
Kennesaw, Georgia, United States
HybridFull Time
1+ YOE1-3 years financial services/customer service experience, excellent oral and written communication, self-starter, detail-oriented, strong time management, ability to work independently and cross-functionally.
IOU360
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