Client Services Specialist
3 weeks ago
Client Services Specialist The ideal candidate will play a pivotal role in onboarding and offboarding properties within our property management portfolio. The Client Services Specialist will collaborate with various stakeholders to ensure seamless transitions regardless of if they are entering or exiting the Asset Living portfolio. This role involves a combination of administrative tasks, document management, and coordination to facilitate the process from initiation to completion. Essential Duties & Responsibilities Build and maintain strong relationships with clients by understanding their needs and ensuring a high level of customer satisfaction. Act as the main point of contact for client inquiries, concerns, and escalations. Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of our products/services. Provide training sessions to clients on our platform, features, and best practices. Investigate and resolve client issues in a timely and effective manner. Collaborate with cross-functional teams to address and resolve complex client challenges. Develop and maintain a deep understanding of our products and services to effectively communicate features and benefits to clients. Stay informed about industry trends and updates to provide clients with relevant information. Gather client feedback and insights to identify opportunities for improvement and enhance overall client experience. Regularly communicate client feedback to internal teams for continuous product/service enhancement. Maintain accurate client records and documentation. Generate and analyze reports to track key performance indicators and provide insights to management. Travel Requirement: This position does not require travel. Education & Experience Bachelor's degree or equivalent work experience. Proven experience in client services or a related customer-facing role. Excellent communication and interpersonal skills. Strong problem-solving abilities and attention to detail. Ability to work collaboratively in a team environment. Proficient in using CRM software and Microsoft Office Suite. This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. LI- Remote
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Client Service Specialist
3 weeks ago
Cincinnati, United States Magellan Financial & Insurance Services, Inc. Full timeMagellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $60,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from...
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Client Service Specialist
5 hours ago
Cincinnati, OH, United States Magellan Financial & Insurance Services, Inc. Full timeMagellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $60,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from...
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Customer Service Sales Specialist
1 week ago
Cincinnati, United States Strategic HR Client Full timeCustomer Service Sales SpecialistJoin Our Team as a Spare Parts Customer Service Specialist!We're looking for a customer-focused professional who's passionate about delivering exceptional service and support. In this role, you'll be the go-to expert for customers needing spare parts or warranty assistance, ensuring their needs are met with clarity, speed,...
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Accounting Specialist, Managed Services
3 days ago
Cincinnati, United States Infotek Consulting Services Full timeAccounting Specialist, Managed Services An Accounting Specialist, Managed Services has the knowledge to assist in daily accounting tasks. The position requires the ability to work independently and in teams. Specialists are often responsible for completing parts of projects or activities as part of a team. They must also be client-oriented and able to...
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Customer Service Sales Specialist
2 weeks ago
Cincinnati, Ohio, United States Strategic HR Client Job Openings Full time $40,000 - $80,000 per yearJob Opportunity - Customer Service Sales Specialist with Fameccanica in West Chester, OH In office positionAre you energized by helping customers solve problems after the sale? Do you thrive in a fast-paced environment where communication and coordination are key? Can you turn technical challenges into customer satisfaction and loyalty?Join Our Team as a...
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Client Service Specialist/Financial Paraplanner
3 weeks ago
Cincinnati, United States AlerStallings Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for: Managing our entire back?end client sales process, including building our client Roadmaps (our...
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Client Specialist
7 days ago
Cincinnati, OH, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
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Client Service Specialist/Financial Paraplanner
2 weeks ago
Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
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Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
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Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...