Client Services Specialist

Client Services Specialist

Location: Johnston, RI (Training and work location: Riverside, RI) Duration: 6 months - August 24, 2026 – February 19, 2027 Work Schedule: Monday – Friday, 10:30 AM – 7:00 PM (after training; schedule may change based on business needs)

Position Overview: We are seeking a Client Services Specialist to join the Commercial Operations team. In this role, you will deliver exceptional customer service while supporting Commercial Card, ACH, and Cash Management clients. The ideal candidate is customer-focused, analytical, and thrives in a fast-paced environment. You will be responsible for resolving client inquiries, troubleshooting technical and operational issues, and identifying opportunities for process improvements to enhance the overall client experience.

Key Responsibilities:

• Provide outstanding support to Commercial Card, ACH, and Cash Management customers via phone, email, and chat.
• Research, troubleshoot, and educate clients on products, services, and system functionality.
• Independently resolve customer inquiries related to Commercial Card, ACH Cash Management products, technical issues, and service requests.
• Diagnose, prioritize, resolve, and escalate technical, system, or procedural issues as needed.
• Perform root cause analysis to identify recurring issues and recommend process improvement opportunities.
• Collaborate with internal operational teams to resolve client concerns and minimize future occurrences.
• Proactively communicate potential risks or service issues to management.
• Meet or exceed established service, quality, and productivity standards while maintaining excellent customer satisfaction.

Required Qualifications:

• Minimum 5 years of customer service and call center experience.
• Banking or financial services experience is strongly preferred.
• Excellent verbal and written communication skills.
• Strong phone etiquette and active listening skills.
• Proven ability to prioritize tasks, multitask, and manage workload effectively in a fast-paced environment.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Ability to work independently while exercising sound judgment.
• Proficiency with computer applications and technology.
• Self-motivated, goal-oriented, and committed to delivering exceptional customer service.

Education:

• High School Diploma or GED required.
• Bachelor's degree preferred.

Work Environment:

• Training will be conducted in Riverside, RI, and the position will also be based in Riverside, RI.
• Standard schedule is Monday through Friday, 10:30 AM – 7:00 PM following training.
• Work hours may be adjusted based on business requirements.

Preferred Skills:

• Experience supporting Commercial Card, ACH, or Cash Management products.
• Strong negotiation and conflict resolution skills.
• Ability to identify trends and recommend process improvements.
• Commitment to providing a high-quality client experience while meeting operational goals.