JOB SUMMARY

We are seeking a dedicated and proactive Client Services Specialist to join our team. This role is essential in fostering strong relationships with our clients and ensuring their satisfaction with our services. The ideal candidate will possess a blend of customer service expertise, project management skills, and a solid understanding of financial services and SaaS products. As a Client Services Specialist, you will be the primary point of contact for clients, helping them navigate our offerings and addressing any inquiries or concerns they may have.

REQUIREMENTS

• Proven experience in customer service or account management roles, preferably within the financial services or SaaS industries.
• Strong communication skills, both verbal and written, with the ability to articulate complex information clearly.
• Proficiency in Customer Relationship Management (CRM) software; experience with Salesforce is highly desirable.
• Excellent project management skills with the ability to prioritize tasks effectively in a fast-paced environment.
• A proactive approach to problem-solving with strong analytical skills.
• Ability to work collaboratively within a team while also being self-motivated and independent when necessary.
• Familiarity with sales processes and techniques is a plus.
  If you are passionate about providing exceptional client experiences and have the skills we are looking for, we encourage you to apply for this exciting opportunity as a Client Services Specialist.
  Job Type: Full-time
  Pay: $18.67 - $20.29 per hour

Benefits:

• Paid time off
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus
• Yearly bonus

Schedule:

• Monday to Friday

Work Location: Remot

• Build and maintain strong relationships with clients through effective communication and personalized service.
• Manage client accounts, ensuring all needs are met promptly and efficiently.
• Collaborate with sales and marketing teams to identify opportunities for upselling and cross-selling services.
• Utilize Customer Relationship Management (CRM) tools, such as Salesforce, to track client interactions and manage account information.
• Assist in project management tasks to ensure timely delivery of services and solutions to clients.
• Provide exceptional customer service by addressing inquiries, resolving issues, and offering solutions tailored to client needs.
• Conduct regular follow-ups with clients to gather feedback and assess satisfaction levels.
• Stay informed about industry trends and developments in financial services to better serve clients.