Client Service Specialist
$23.75 - $39.62 per hourValley National 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. Expected Work Hours 40 Job Description 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. Requirements 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. Full-time/Part-time Full-time FLSA Non-exempt Location(s) New York , New York , United States Morristown , New Jersey , United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Pay Range Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $23.75 - $39.62 / hour Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined Employee Polygraph Protection Act Right to Work/E-Verify Family and Medical Leave Act Employer Privacy Policy Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic. If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at View phone number on click.appcast.io, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response. EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service #J-18808-Ljbffr Valley National Bank
$38 - $46 per hour
...Senior Wealth Client Specialist At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest... ...family office clients. The position has responsibility for all service-related activities such as money movement, distributions, account...SuggestedHourly payWork at office- ...SEV SKIN is seeking a Front Desk Sales Associate to join our aesthetics clinic team. You will greet clients, promote services and products, and drive memberships while ensuring a seamless experience from arrival to departure. The role emphasizes strong communication, accurate...SuggestedWeekend work
$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- ...you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering personalized... ...is an excellent entry point into the financial services industry, offering hands-on client interaction,...SuggestedFlexible hours
- ...Krasno Krasno & Onwudinjo seeks an Intake Specialist to manage initial contact with potential clients in workers’ compensation and social security disability. You will gather accurate information, create new case files, and ensure a professional, efficient client first...SuggestedHourly payFull time
$28.84 - $38.46 per hour
...or 4–5 days per week in the field. Join Aya Healthcare, winner of multiple Top Workplace awards! The Regional Client Partnership Specialist, Educational Services, is Aya Education’s field leader and plays a central role in expanding our presence within school districts...Hourly payLocal area- ...East West Bank is seeking a GTP Senior Service Associate in New York to deliver world-class customer service for Treasury Management... ...with Relationship Managers, Product, and Operations to support client growth and retention. You will work closely with internal policies...
- ...proven sales professional who can build genuine connections with clients, convert leads, and assist in business development activities.... ...ideal candidate will have sales experience with professional services or high-ticket items, feel empathy towards clients, and possess...Remote work
- ...Human-Assisted AI Job & Recruitment Platform is seeking a Client Experience Specialist to join our remote operations team. This entry-level role... ...channels. You will support client interactions, assist with service coordination, and contribute to high-quality customer...Remote work
- ...graduates in business, marketing, or communications, as well as anyone who enjoys a people-first, service-oriented environment. With structured training, a steady flow of inbound client interest, and ongoing mentorship, you’ll have what you need to grow a meaningful career...Hourly payFor contractorsRemote workFlexible hours
- ...Bonhams in New York seeks a proactive Client Services Administrator to deliver an exceptional client experience while supporting day-to-day operations of an international auction house. The role requires a Bachelor’s degree with 2 years of client-facing experience, outstanding...Afternoon shift
- ...graduates in business, marketing, or communications, as well as anyone drawn to a service-first, people-focused environment. With comprehensive training, a steady stream of inbound client interest, and structured mentorship, you can build a meaningful career from anywhere...Hourly payWeekly payFor contractorsRemote workFlexible hours
- ...graduates in business, marketing, or communications. You’ll guide individuals through supplemental benefit options, provide client-centered service, and manage documentation while building lasting relationships. Training, mentorship, and licensing support are provided as...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
$25 - $32 per hour
...Position Summary The Client Transition Specialist supports client transition activities related to next-generation data assets. This role serves... ...Investigate and resolve routine client inquiries and first-line service issues. Escalate complex items to appropriate support...Work at office- ...A health service organization is seeking a Housing Specialist to support housing stability for clients. This role involves providing client-related services, conducting home visits, and collaborating on individualized service plans. Ideal candidates have a strong understanding...
$30k - $60k
...stress-free group travel experiences for corporate retreats, family reunions, and special occasions. We handle all logistics so our clients can focus on enjoying their trips. Role Summary We are seeking a Group Travel Coordinator to organize and manage travel for large...Remote workFlexible hours- ...-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...management team, and a dedicated client services team that runs day-to-day operations and... ...platform. As a Senior Client Transition Specialist, you will own the most complex advisor book...Full timeWork at officeRelocation packageShift work
$75k
...leading provider of Applied Behavior Analysis (ABA) therapy services dedicated to supporting children and families nationwide.... ...We are seeking a confident, energetic, and motivated Client Outreach Specialist to help expand our client base and strengthen relationships...- 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...Hourly payWork at office
- ...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,...Remote work
- ...Livingston International is seeking a Client Import Analyst to support the client service teams and operations, ensuring accurate release and entry summaries for shipments. The role emphasizes tariff database maintenance, classification accuracy, and compliant billing...Remote workMonday to FridayDay shift
- ...CSC is hiring a Client Service Representative to support our Annual Reports and Corporate teams remotely from Hawaii. This role provides solutions that help business clients run smoother and smarter, with training and mentorship to help you grow. Ideal candidates have...Remote work
- ...Position Overview This role supports a growing financial services organization by delivering structured financial education and... ...advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance. #J-1880...Remote workFlexible hours
- ...Lever, Inc. in New York, NY is seeking a Client Services Representative to support client communication and coordination for weddings, events, and destination planning. You will assist clients throughout the planning process by providing organized, responsive, and professional...Remote work
- ...HUB International is seeking a Client Services Representative to be the main contact for policyholders and financial agents, handling inquiries, policy changes and initial claims processing with a high-touch service approach. No prior life insurance experience is required...
- ...A leading service organization is seeking a Client Service Representative for their Corporate Transactions team in New York. The role involves providing exceptional service to clients, responding to inquiries, and maintaining detailed records. Ideal candidates should...Full time
- ...Alera Group is seeking a Bilingual Client Services Representative to deliver exceptional client support for voluntary benefits, billing, enrollments, and questions. This remote role requires English and Spanish fluency, strong communication, and the ability to manage multiple...Remote work
- ...A leading financial services firm is seeking a part-time Client Service Specialist to support a Senior Financial Adviser. This fully remote position involves assisting with daily client activities, maintaining client records in CRM, and engaging with clients through various...Part timeRemote work
- ...Baker Tilly is seeking a temporary Client Services Representative to support its Benefits Administration team. This position starts in September and runs through March 2027, offering remote work across the United States. You will handle high volumes of inquiries, identify...Temporary workRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
- insurance customer service advisor New York, NY
- lead customer service associate New York, NY
- customer success associate New York, NY
- manufacturing customer service representative New York, NY
- customer service attendant New York, NY
- client service consultant New York, NY
- customer outreach specialist New York, NY
- customer associate New York, NY
- td bank customer service representative New York, NY
- client retention specialist New York, NY




