Client Services Reprsentative

Growing financial outsourcing company has an immediate opening for a Client Services Specialist. The ideal candidate has a positive attitude and is assertive when it comes to taking care of our clients, which involves collecting and gathering contract information, completing the intake and processing of contracts; working with vendors to complete contracts and/or documents related to vendor compliance; trains clients and manages client requests. This position blends customer service with account management to provide full customer support.


Success profile


Strong technical knowledge (Microsoft Office, ability to learn software programs)

Excellent communication skills (written/verbal)

Problem-solving skills

Critical thinking skills

Takes personal pride in doing things right and delivering

Self-motivated and capability of organizing and prioritizing work

Team player

Approaches work with a positive attitude

Persistent in finding the right answer

Required capabilities


Bachelors’ degree preferred, or equivalent experience

Financial Industry knowledge, preferred

Client relationship management or account management experience

Job Type: Full-time


Salary: $38,000.00 to $42,000.00 /year