Client Service Specialist
Valley Bank
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. The Client Experience Specialist will provide exceptional service for internal and external clients based on assigned market vertical. They are the lead point of contact for the client and relationship manager. They will work with their assigned commercial servicing team to ensure the client journey is successful from prospect, to onboarding, to service and expansion of relationship. Responsibilities Include But Are Not Limited To Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests. Identify customer needs and take proactive steps to maintain positive experience. Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request. Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment. Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed. Identity cross sale opportunities to appropriate line of business partners. Required Skills Extensive knowledge of all bank products, services, policies and procedures. Self-starter with the ability to work in a fast-paced environment. Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce. High degree of detail orientation. Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability. Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams. Must be able to multi-task effectively and prioritize workflow. Knowledge of Commercial and Corporate Deposit Account Types. Knowledge of Treasury Management products, services, core and business online banking platforms. Required Experience High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management. Preferred Experience Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred. #J-18808-Ljbffr Valley Bank
$175k - $225k
Senior Client Quant Specialist, Enterprise Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10053641 Description & Requirements Quantitative investment and research workflows continue to evolve...SuggestedTemporary workFor contractorsWork experience placementWork at office- Job DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury...SuggestedHourly payWork at office
$70k - $90k
...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional... ...Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical,...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$75k - $90k
...Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering...SuggestedWork at officeLocal areaRemote work2 days per week$110k - $125k
...Position Summary Guggenheim Investments is seeking a Client Service Specialist to join the relationship management support within Client Service. This role collaborates with various internal teams to provide service to institutional clients and their authorized parties...SuggestedWork at office$86k
...reach and extensive capabilities to provide personalized service wherever our clients' needs take us. As one of the world's leading law firms,... ...and professional growth. Job Title Client Service Specialist Location New York Regular/Temporary Regular...Temporary workWork at officeLocal areaFlexible hours- ...Health is a healthcare cost containment company seeking a Client Support Specialist to strengthen partnerships with Brokers, TPAs, Employers and... ...following SOPs and industry best practices. The position emphasizes client service excellence and teamwork. #J-18808-Ljbffr...Remote work
- ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial... ...involves understanding client goals, recommending tailored services, and ensuring client satisfaction through ongoing support....Remote work
$16.5 - $18.38 per hour
...Client Success Specialist – GreenPath, Inc. | Remote (US) Job Summary GreenPath, Inc. is seeking a Client Success Specialist (CSS) to support clients... ...offers $16.50–$18.38/hour and requires strong customer service skills, empathy, and professionalism in a structured call...Hourly payFull timeRemote workMonday to FridayNight shiftAfternoon shift- ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry...Remote workFlexible hours
$18.17 - $27.31 per hour
...largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers...Hourly payCurrently hiring$65k - $75k
...Client Concierge SpecialistClient Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex... ..., supported, and taken care of.As a Client Concierge Specialist, you'll be the first point of contact for many of our...Work at officeWork from home- ...adherence to standards.Support negotiations with institutional clients and counsel on commercial and operational terms, while coordinating... .../contract support, client onboarding, or institutional client service operations (financial services preferred).Ability to interpret...Contract work
- ...experience required 4+ years of corporate and/or professional services experience, in healthcare, legal, professional services,... ...for you and your family.WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and...ApprenticeshipWork experience placement
$70 - $150 per hour
...professionals with backgrounds in retail sales, luxury goods, client advisory, personal shopping, and other customer-facing sales environments... ...Evaluate client engagement, relationship-building, and service approaches Identify inconsistencies, impractical...Remote jobPart timeFor contractorsFlexible hours- ...Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you’ll... ...their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and...Remote workFlexible hours
$125k - $250k
...provide outstanding long-term investment performance, exceptional client service and a comprehensive suite of investment management solutions... ...Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve as a key...Temporary work$175k - $195k
...Account Manager The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account...Flexible hours- ...Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and... ...Responsibilities Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work...Hourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift work
- ...Contractor- Banking Client Services Specialist (Intermediate) Contract (6 months) | New York, New York | Hybrid (4 Days Onsite) This role functionally reports to the Head of Client Services. Our goal is to deliver the highest level of client service to GTPS clients...Permanent employmentContract workFor contractors
$150k - $200k
...Job Description Job Description Position: Client Services Specialist Location: New York, NY Salary: $150K – $200K + Bonus Prestigious Private Equity firm seeks a Client Services Specialist to join their Team! Responsibilities Investor Transfers...Work at office$70k - $90k
...Responsibilities Serve as central point of contact for ingesting client requests. Coordinate between client, advisor, and additional... ...Microsoft Suite (competency or ability to learn quickly). Customer service background preferred. Excellent verbal, written, analytical,...Temporary workWork at officeFlexible hours$59k - $90k
...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data... ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational...Full timeWork at office- Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing and in-depth training in order...Temporary work
- Green Key Resources in New York seeks a seasoned client services professional to coordinate daily servicing activities and onboarding for institutional clients. You will partner with operations, compliance, and investment teams to ensure timely updates and thorough reporting...
- ...CareTria is seeking a Support Associate in Client Services to administer and support Sample Programs under the PDMA framework, ensuring compliance with SOPs and client business rules. The role builds strong internal and external stakeholder relationships and supports day...
- Aogarciaagency is seeking a motivated remote professional to conduct virtual consultations, assess client needs, and educate families on financial solutions. You will build ongoing client relationships through regular check-ins and handle related administrative tasks via...Remote jobFlexible hours
$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...$55k - $65k
Aon is looking for a Client Service Specialist II We currently have an exciting career opportunity for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions. Aon is in the business of better decisions...Full timeTemporary workPart timeWork experience placementWork at officeLocal area- A growing organization for professional women is seeking a Client Services Coordinator to manage client relationships and conduct interviews. This remote, full-time role requires a minimum of 3 years of professional experience, preferably in sales or client relations. The...Remote jobFull time
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