Customer Service Specialist

Job Summary

To support client communications and project coordination, the remote, contract-to-hire Customer Service Specialist will manage client mailing initiatives, coordinate documentation processes, and serve as a liaison between internal and external stakeholders.

Key responsibilities

• Manage client communication mailings related to institution conversions and account transitions
• Coordinate the creation and distribution of client mailing packages, ensuring accuracy and compliance
• Serve as the primary point of contact for vendor work requests, facilitating approvals and project deliverables

Required qualifications

• 1+ years of experience in customer service, financial services, or project coordination
• Strong organizational skills and exceptional attention to detail
• Experience with documentation management and compliance operations
• Ability to coordinate multiple tasks and manage project timelines effectively
• Proficiency in liaising with internal teams and external vendors