Client Services Specialist

The Client Services Specialist is responsible for delivering exceptional support and service to clients by managing inquiries, resolving issues, and ensuring a positive customer experience. This role serves as a key point of contact between the organization and its clients, helping maintain strong relationships and supporting long-term customer satisfaction and retention.

The Client Services Specialist collaborates with internal teams including sales, operations, and account management to ensure timely and effective service delivery in a fully remote environment.

• → Serve as the primary point of contact for client inquiries and support requests
• → Respond to emails, calls, and messages in a professional and timely manner
• → Resolve client issues and escalate complex concerns when necessary
• → Maintain accurate records of client interactions and service requests
• → Coordinate with internal departments to ensure client needs are met
• → Assist with onboarding new clients and maintaining account documentation
• → Monitor client satisfaction and identify opportunities for service improvement
• → Prepare reports, updates, and client communications as needed
• → Ensure compliance with company policies and service standards
• → Support retention and relationship management initiatives

• Bachelor's degree in Business, Communications, Customer Service, or related field preferred
• 2–5 years of experience in client services, customer support, account coordination, or related role
• Excellent verbal and written communication skills
• Strong interpersonal and relationship-building abilities
• Ability to multitask and manage priorities effectively
• Strong problem-solving and conflict-resolution skills
• Proficiency in Microsoft Office and customer service platforms
• Ability to work independently in a remote environment

• Experience with CRM systems such as Salesforce, HubSpot, or Zendesk
• Familiarity with communication tools such as Slack, Zoom, or Microsoft Teams
• Experience in SaaS, healthcare, finance, professional services, or technology industries
• Bilingual communication skills are a plus

Applicants must meet the following requirements:

• Must currently reside in the United States
• Must be legally authorized to work in the United States
• Applications from individuals residing outside the U.S. will not be considered