Client Services Specialist

Job Summary

Acting as the primary point-of-contact for clients, the full-time Client Services Specialist will manage onboarding, account opening, and ongoing support for various banking services in a fully remote environment.

Key responsibilities

• Log, dispatch, and resolve client requests according to defined processes
• Collaborate with other departments and third-party vendors to address client inquiries
• Train with senior team members and mentor junior staff to enhance the Client Services function

Required qualifications

• At least two years of experience in a customer-facing service role within banking or financial services
• Understanding of business documentation for new accounts, including ownership and authority
• Willingness to work flexible hours to accommodate clients in different time zones
• Experience with logging tasks and client activity in a ticketing database; familiarity with Zendesk is preferred
• Proven competency in technology, including Microsoft Windows and Mac OS