Client Services Specialist

Our client, a leading financial services organization, is seeking a Client Services Specialist to join their team. As a Client Services Specialist, you will be part of the Commercial Operations department supporting customer service and technical support teams. The ideal candidate will demonstrate strong communication skills, problem‑solving abilities, and a proactive attitude, which will align successfully in the organization.

• Serve Cash management, ACH, and Commercial Card customers via requests received by telephone, chat, or email.
• Research and train clients on all products offered to ensure they are well‑informed and satisfied.
• Independently service both internal and external customers on a wide variety of Commercial Card, ACH, and cash management products, services, and technical issues through all incoming channels.
• Diagnose, prioritize, resolve, and elevate all technical, system, or procedural issues to maintain high service standards.
• Partner with operational support staff to reconcile client problems and work towards minimizing future occurrences.

• High School diploma or GED;
  Bachelor's Degree preferred.
• At least 5 years of customer service and call center experience; banking experience is a plus.
• Excellent phone communication and active listening skills.
• Ability to prioritize and manage a daily workload efficiently.
• Strong computer proficiency and technical acumen.

• Opportunity to work in a dynamic and supportive environment.
• Chance to develop your skills in a growing industry.
• Engagement in meaningful work that impacts clients directly.
• Supportive team culture that values diversity and inclusion.
• Potential for contract extension or conversion based on performance.

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay

If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!