Client Services Specialist

Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment.

When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development.

The Client Services Specialist will be responsible for supporting client needs through the organization and completion of Help Desk tickets, as well as incoming support calls and other channels. Responsible for specializing in an area of the core system to act as a subject matter expert for clients, vendors, and peers. We are currently looking for a candidate with experience in card networks, card plastics, and ATMs.

• Aid in the organization, research, communication, and resolution of Help Desk tickets for clients after conversion.
• Provide immediate assistance for incoming client calls, either through direct resolution or through proper escalation as client needs dictate.
• Maintain a solid understanding of the Key Stone product at large and an in-depth understanding of the assigned area of specialization on Key Stone.
• Provide after-hours client support on a rotating basis.
• Ensure prompt resolution is provided whenever possible, and prompt escalation is completed whenever required.
• Ensure the requisite records of all client requests and resolutions are maintained through the Help Desk system.
• Provide high-level demonstrations and discussions of system functionality to clients as needed.
• Add to Help Desk Knowledge Base as issues are resolved to aid in future resolution.
• Assist in client preparation for system releases and changes

• You have at least a high school degree/GED, with some college coursework in related field.
• You have at least three to twelve months of experience in customer service, preferably while working with or for Credit Unions.
• You have experience working in back-office support, primarily working with peripheral troubleshooting and support, network technical troubleshooting, desktop support, and/or help desk experience.

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs:
  Yoga and Massages
• Bi-Weekly engagements (coffee tastings, trivia, etc.)
• Community Involvement
• Professional Development Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave

• Company Band
• Basketball
• Flag Football
• Volleyball

* Range depends on geographic metro / zone, budget, and experience.*