Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in New York, NY vacancy
  •  ...MonthlyIndustry Asset Management;Hedge FundSelling Points Drive impactful client service operations in a dynamic financial environment. Collaborate...  ...and regulatory compliance.Job DescriptionSMA Client Service Specialist OverviewServe as a pivotal SMA Client Service Specialist,... 
    Suggested
    Remote work

    Green Key Resources

    New York, NY
    1 day ago
  • $70.13k - $146.25k

     ...connect advertisers to audiences at scale. The Client Experience team serves as the operational...  ...networks. About the Role As a Client Experience Specialist, you will play a critical role in delivering seamless execution and service across Yahoo Advertising's brand and... 
    Suggested
    Work at office
    Flexible hours

    Yahoo Holdings Inc. in

    New York, NY
    2 days ago
  • $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... 
    Suggested
    Work at office
    Work from home

    Maiden Home

    New York, NY
    4 days ago
  • $85k - $110k

     ...Job Description Job Description Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals... 
    Suggested
    Private practice
    Work at office
    Local area
    Shift work

    Jambalaya Group

    New York, NY
    18 days ago
  • $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... 
    Suggested
    Work at office

    Addition Management

    New York, NY
    a month ago
  •  ...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 pay
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work

    Safe Horizon, Inc.

    New York, NY
    a month ago
  •  ...Job Description Job Description Client Relations Specialist   About Us Meirowitz & Wasserberg, LLP, is a trial law firm dedicated to...  ...practice as well. The ideal candidate will have strong client service and communication skills and be comfortable handling a... 
    Full time
    Work at office

    Meirowitz & Wasserberg, LLP

    New York, NY
    9 days ago
  • $27.25 - $29.18 per hour

     ...Summary: Are you a bilingual, client-centered professional who communicates with empathy...  ...The ASPCA is seeking a Client Relations Specialist to support a welcoming, compassionate...  ...’s local and national work. This client services role requires excellent knowledge of... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Work from home
    Relocation
    Flexible hours

    ASPCA

    New York, NY
    18 days ago
  • Landisville Animal Hospital in Landisville, PA is seeking a friendly Client Service Representative to be the first point of contact for clients and patients. You’ll help create a seamless, positive experience from check-in to check-out while supporting our medical team... 

    innovetivepetcare

    New York, NY
    4 days ago
  • FlightSafety International is seeking a Client Services Representative to deliver an excellent frontline customer service experience. You will manage multiple phone lines, greet visitors, coordinate schedules, and support training delivery at our Learning Centers. The role... 

    FlightSafety International

    New York, NY
    2 days ago
  • AO (American Income Division) is seeking Remote Client Service Representatives to join a 100% remote team serving U.S. residents. This role focuses on guiding clients through benefits and coverage options, answering questions, and assisting with applications from a home... 
    Remote job
    Home office
    Flexible hours

    Globe Life AIL - Lisa Russel

    New York, NY
    3 days ago
  • $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... 

    Morgan Stanley

    New York, NY
    3 days ago
  • Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain... 

    Chilton Trust

    New York, NY
    4 days ago
  • $18.17 - $27.31 per hour

     ...the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering services for light, medium, and heavy‑duty trucks and trailers. Each of our 20+ service centers offers... 
    Hourly pay
    Currently hiring

    Cox Automotive Inc.

    New York, NY
    2 days ago
  • $21.01 - $29.41 per hour

    Pay Range: $21.01 - $29.41Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.Education and Experience:Associate's degree and... 
    Full time
    Temporary work
    Part time
    Work at office
    Work visa
    Flexible hours

    NBT Bank

    New York, NY
    6 days ago
  • $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 time
    Work at office

    McDermott Will & Schulte

    New York, NY
    3 days ago
  • Neuberger Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while coordinating with Wealth Advisors, Portfolio Managers, and Operations to ensure precise... 

    Neuberger

    New York, NY
    5 days ago
  • $21.01 - $29.41 per hour

     ...Job Title Pay Range: $21.01 - $29.41 Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction. Education And Experience Associate... 
    Full time
    Temporary work
    Part time
    Work at office
    Work visa
    Flexible hours

    NBT Bank

    New York, NY
    5 days ago
  • $20 - $26 per hour

     ...Client Service Specialist We are currently seeking a Client Service Specialist in our C&I/Structured Finance banking group. The Client Service Specialist will work with and provide service and portfolio support to Relationship Managers and Portfolio Managers. This position... 
    Work at office
    Flexible hours

    East West Bancorp

    New York, NY
    6 days ago
  •  ...the largest fleet maintenance companies in the country. Cox Fleetis 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 Fleetalso services... 
    Currently hiring

    Fleet Services by Cox Automotive

    New York, NY
    4 days ago
  • 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... 

    Valley National Bank

    New York, NY
    2 days ago
  • Heart of Chelsea Veterinary Group in New York is seeking a full-time Client Service Representative to be the first point of contact for clients and their pets. You will deliver concierge-level service, schedule appointments, manage patient flow, and support the medical... 
    Full time

    suvetocareers

    New York, NY
    2 days ago
  • Job Overview Company: Cox Automotive - USA; Job Family: Vehicle Operations; Position: Fleet Client Services Specialist II; Management Level: Individual Contributor; Flexible Work Option: Can work remotely but must live within the specified city, state, or region. Duties... 
    Remote work
    Flexible hours

    CAI Cox Automotive Corp Svcs., LLC

    New York, NY
    4 days ago
  • Hermès Madison Boutique in New York is seeking a Selling and Service Specialist to support front and back-of-house operations, processing transactions, CRM entries, and client services in a fast-paced luxury setting. The role requires assisting Sales Specialists, preparing... 

    join.me

    New York, NY
    2 days ago
  • Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care. The role blends teamwork... 
    Work at office
    Remote work

    Focus Partners Wealth

    New York, NY
    2 days ago
  • AO Garcia Agency is seeking a remote financial-services seat focused on guiding families through enrollment with warm, pre-qualified leads...  ...be coached and mentored, with flexible hours, as you build a client list and manage enrollments. Ideal candidates are self-starters... 
    Remote job
    Flexible hours

    AO Garcia Agency

    New York, NY
    3 days ago
  • Brobston Group LLC in New York seeks a Seasonal Client Services Advisor for the Omnichannel Client Services team from October 2026 to January 2027. You will handle client inquiries and provide personalized fashion advice across digital and in-store touchpoints. Fluent English... 
    Seasonal work
    Weekend work

    Brobston Group LLC

    New York, NY
    2 days ago
  • $75k - $90k

    ## Client Service SpecialistApplyremote type: Partially Remotelocations: New York, New Yorktime type: Full timeposted on: Posted 3 Days Agojob...  ...Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    New York, NY
    2 days ago
  • We’re looking for a Client Services Specialist who can take genuine ownership of our client relationships. Your job is to make sure clients feel supported, informed, and confident in the work we’re doing together. You’ll keep commitments moving, spot risks before they... 
    Work at office

    sitecare

    New York, NY
    3 days ago
  • Verified First is seeking a Client Services Representative for a remote position to assist clients with inquiries and educate them on our products. The ideal candidate will have at least a High School Diploma, strong communication skills, and experience in customer service... 
    Remote job
    Full time

    Verified First

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!