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 account management and support departments to ensure timely and effective service delivery in a fully remote environment.

This is a fully remote position; however applicants must currently reside in the United States and be legally authorized to work in the U.S. Applications from individuals residing outside the United States will not be considered.

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

• Bachelors degree in Business Communications Customer Service or related field preferred
• 25 years of experience in client services customer support account coordination or related roles
• Excellent written and verbal communication skills
• Strong interpersonal and relationship-building abilities
• Strong organizational and multitasking skills
• Problem-solving and conflict-resolution capabilities
• Proficiency in Microsoft Office and customer service systems
• Ability to work independently and manage priorities in a remote environment

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

• Additional compensation may include performance-based bonuses or incentive programs

Eligible employees may receive the following benefits:

• Comprehensive medical dental and vision insurance
• 401(k) retirement plan with employer matching
• Paid time off (PTO) including vacation holidays and sick leave
• Life insurance and disability coverage
• Flexible remote work environment
• Professional development and career advancement opportunities
• Employee wellness and assistance programs
• Potential performance-based incentives and bonuses

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