Client Services Specialist

Job Description

Client Service Opportunity in Cleveland - Urgently Hiring Client Service Specialist!

Job Title: Client Services Specialist
Pay: $21-$24 based on experience
Hours: Full-Time, Monday-Friday
Start Date: ASAP


Looking for an opportunity to build your career in financial services while making a meaningful impact? Join a respected organization in the Cleveland area as an Account Manager , where you'll play a key role in delivering exceptional client service and supporting the administration of charitable accounts. This long term seasonal opportunity offers valuable hands-on experience, professional development, and the chance to strengthen your skills in client services and financial operations.


As an Account Manager, you'll serve as a primary point of contact for clients, ensuring accurate transaction processing, maintaining client records, and collaborating with internal teams to deliver outstanding service. This is an excellent opportunity to grow your career.

What You'll Do
As a Client Services Specialist, you will be responsible for:

• Responding to client questions and requests through phone, email, and other communication channels while providing outstanding customer service.
• Processing account transactions accurately and maintain complete, up-to-date client records.
• Generating and review recurring reports, investigating and resolving routine discrepancies.
• Partnering with internal departments to ensure timely completion of client requests and operational tasks.
• Maintaining organized documentation and follow established procedures to support compliance and accuracy.
• Utilizing business systems and technology tools to improve efficiency while protecting confidential information.
• Assisting with team initiatives, process improvements, and cross-functional support to ensure seamless client service.

What You'll Bring
The ideal candidate for this role will have:

• Associate's or Bachelor's degree in Business, Accounting, Finance, or a related discipline is preferred; relevant professional experience may be considered in place of formal education.
• Minimum 1-3 years of experience in customer support, financial operations, administrative services, or a similar professional environment.
• Strong organizational abilities with a high level of accuracy and the ability to effectively prioritize multiple responsibilities.
• Comfortable following established workflows while using sound judgment to resolve day-to-day issues.
• Working knowledge of Microsoft Office applications, particularly Excel, Outlook, and Word.
• Professional, service-oriented approach with a strong commitment to confidentiality, accuracy, and delivering an exceptional client experience.

Why Join Us?

• Build valuable experience within a respected financial services organization.
• Gain exposure to client account administration and financial operations.
• Develop transferable skills with opportunities to expand your knowledge and professional experience.
• Enjoy a structured work environment that emphasizes training, quality, and career development.
• Access to health care coverage during employment with no waiting period

Location & Schedule
This is a full-time, long term temporary, on-site position located in the Cleveland area , working Monday through Friday during standard business hours.

Ready to Take the Next Step?
If you're looking to grow your career in client services and financial operations, apply today or contact our recruiting team to learn more. We look forward to connecting with you!


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About Hudson, OH

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