Client Support Specialist

Job Summary

Providing day-to-day support and service to assigned clients, the full-time Sr. Specialist, Client Support will assist with customer inquiries, enhance client relationships, and support internal teams while working remotely across various states.

Key responsibilities

• Handles daily customer requests, including account openings, balance inquiries, and loan transactions
• Troubleshoots customer issues and assists in onboarding new clients, while supporting Relationship Managers with various administrative tasks
• Prepares reports and documentation, maintains compliance logs, and identifies cross-sales opportunities

Required qualifications

• Bachelor's Degree in a related field or equivalent experience
• 3+ years of customer service, business process, or project management experience
• Proficiency in Microsoft Office (Outlook, Excel, Word)
• Strong analytical skills with the ability to manage multiple tasks and deadlines
• Experience in customer relations with exceptional communication skills