Client Support Specialist

2 weeks ago


Saint Petersburg FL, United States Insight Global Full time

Job Description: Client Service Specialist Location: Saint Petersburg, FL 33716 (4 days a week on-site) Employment Type: Contract (6 months, with potential for permanent placement) Start Date: December 15th Compensation: $25/hr Overview Our large banking client is seeking a Client Service Specialist to join our commercial banking team. This role is critical in managing the client journey, ensuring exceptional service delivery, and maintaining strong client relationships. The ideal candidate will have a background in banking or treasury management and a proven ability to provide timely, accurate, and proactive client support. Key Responsibilities Serve as the primary point of contact for clients within assigned market verticals. Manage client onboarding for deposit accounts and treasury services. Handle and escalate research requests to ensure timely resolution. Identify customer needs and take proactive steps to enhance the client experience. Collaborate with internal business partners to foster communication, alignment, and partnership. Advocate on behalf of clients and coordinate with internal experts to ensure continuity of care. Recognize and refer cross-sell opportunities to appropriate business line partners. Required Skills & Experience 3–5 years of customer service experience in banking or treasury management. Strong knowledge of commercial and corporate deposit account types. Excellent communication, problem-solving, and relationship management skills. Ability to work independently while fostering collaboration across teams.



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