CrawlJobs Logo

Client Operations Support Specialist

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Carlsbad

Category Icon
Category:
-

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

This role blends administrative coordination, customer support, and internal operations. As a Client Operations Support Specialist, you’ll sit at the intersection of service delivery and internal execution—ensuring clients receive accurate information while internal teams stay aligned and informed.

Job Responsibility:

  • Serve as a point of contact for client inquiries and service requests
  • Track requests, follow-ups, and resolutions across internal systems
  • Coordinate between departments to ensure timely responses
  • Prepare reports, summaries, and documentation for leadership
  • Assist with onboarding new clients and maintaining account records
  • Identify process inefficiencies and suggest workflow improvements

Requirements:

  • 2–4 years of administrative, customer support, or operations experience
  • Strong written and verbal communication skills
  • Ability to multitask and prioritize in a deadline-driven environment
  • Comfortable working with CRMs, spreadsheets, and internal platforms
  • Problem-solving mindset with a service-oriented approach
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training

Additional Information:

Job Posted:
January 25, 2026

Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Operations Support Specialist

Client Support Technical Specialist

Client Support Technical Specialist role at Onebox (Fever Group) providing techn...
Location
Location
Spain , Barcelona
Salary
Salary:
Not provided
https://feverup.com/fe Logo
Fever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in technical support, helpdesk, or client-facing troubleshooting roles
  • Work proficiency in English
  • Excellent communication skills, building trust and strong relationships with clients
  • Proactive mindset, anticipating client needs and providing solutions
  • Strong teamwork abilities, collaborating with different teams to deliver the best experience
  • Empathy and customer focus, understanding their needs and delivering outstanding service
  • Problem-solving skills, efficiently managing and resolving issues
Job Responsibility
Job Responsibility
  • Be the go-to person for our clients — providing fast, friendly, and effective technical support
  • Deliver training sessions to help clients make the most of our platform
  • Manage helpdesk-style support, responding to incidents with speed, clarity, and professionalism
  • Work cross-functionally with internal teams to improve processes and enhance the overall client experience
  • Participate in on-site event support when needed, ensuring smooth operations and exceptional service
  • Activating/deactivating promotions and templates
  • Ticketing setup and configuration
  • Exporting data, generating reports, and monitoring access activity
What we offer
What we offer
  • Temporary contract 6 months + Permanent contract
  • Hybrid work model – Possibility to work 3 days from home
  • 23 vacation days + your birthday off
  • Training budget to fuel your growth
  • Private health insurance with a special employee discount for you and your family
  • Wellhub access – Stay active and healthy
  • Flexible remuneration with Endenred
  • Team events, after-work activities & two annual parties
  • Additional pay for on-call and event travel shifts
  • Fulltime
Read More
Arrow Right

Operations Specialist

Robert Half is seeking an experienced Operations Specialist for this new and exc...
Location
Location
United States , Ann Arbor
Salary
Salary:
18.00 USD / Hour
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associates Degree, detail oriented certification, or alternative equivalent experience
  • Knowledge of housing, mental health, chemical dependency, and poverty issues helpful
  • Experience in social work, social services, or human services helpful
  • Reliable and willing to work holidays
  • Able to be assertive without being aggressive
  • Able to work as a team member
  • Utilize good judgment
  • Be both welcoming and assertive
  • Be culturally competent
  • Able to be mindful of personal boundaries, ethical obligations, and the primacy of client needs
Job Responsibility
Job Responsibility
  • Interacting with clients in a non-judgmental ethical manner
  • Responsible for the operation of various floors of the facility
  • Be familiar with and implement policies and procedures taught on the job
  • Ensure all current clients have checked in to the building appropriately
  • Supportive, empathetic, confidential listening and offering clients general assistance
  • Document various client information and activities in program system HMIS and staff notes professionally and appropriately
  • Responsible for light cleaning in the facility and the ordering of supplies
  • Welcome and orient new clients to rules and responsibilities of the floor and congregate living
  • Appropriate communication with Manager regarding client Leaves of Absences, Late Arrivals and other client policy questions
  • Must be willing to work holidays if necessary
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

First Line Client Specialist

West & Central Africa First Line Client Specialist role at Citi focuses on suppo...
Location
Location
Cameroon , Douala
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding or Middle Office
  • Bachelor's degree with minimum Upper Second honors (or equivalent)
  • proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
  • some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help
  • good understanding of Client Marketing needs
Job Responsibility
Job Responsibility
  • Proactively support West and Central Africa Corporate FX Sales to manage the ‘First Line of Defence’
  • ensuring post-trade processes are managed efficiently and effectively
  • monitoring of the desks first line controls
  • act as a point of escalation and own resolution of operational issues between sales and support functions
  • diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
  • proactively mitigating client impact whilst enhancing the client experience
  • develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
  • assist with external presentation for client workshops, training, etc. with focus on formatting
  • help collate data to help the team in monitoring and analysing FX portfolio performance
  • compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets
  • Fulltime
Read More
Arrow Right

Ops Support Specialist 5

The Ops Support Specialist 5 is a Mid entry-level position responsible for provi...
Location
Location
India , Pune
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-4 years of relevant experience
  • Proficient in Microsoft Office
  • Comprehensive knowledge of Dispute process
  • Ability to work unsupervised and apply problem solve capabilities
  • Ability to work occasional weekends to support Pega releases and COB testing
  • Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR’s)
  • Demonstrated analytical skills and mathematical knowledge
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor's degree required
Job Responsibility
Job Responsibility
  • Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients
  • Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales
  • Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
  • Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed
  • Support expansive and diverse array of products and services
  • Assist with ongoing Lean and process improvement projects
  • Resolve complex problems based on best practice/precedence, escalating as needed
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...
Location
Location
Switzerland , Bioggio
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
  • 7+ years’ work experience in the banking industry
  • Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
  • Project management skills to manage multiple tasks and prioritize workload effectively
  • Strong sense of responsibility and solutions oriented with high level of integrity and reliability
  • Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
  • Good command of written and spoken English (any other language is a plus)
  • Strong Microsoft Office Suite skills
  • Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
  • Positive, pro-active, and can-do attitude with a high level of integrity and reliability
Job Responsibility
Job Responsibility
  • Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
  • Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
  • Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
  • Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
  • Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
  • Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
  • Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
  • Managing relationships with clients and stakeholders
  • Ensure meaningful project structure and governance, and the management of key stakeholders
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Delivery Support Specialist

This role has been designed as ‘’Onsite’ with an expectation that you will prima...
Location
Location
Thailand , Bangkok
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Business Management, Finance or equivalent
  • Typically 0-5 years’ experience
  • Accountability
  • Active Learning
  • Active Listening
  • Bias
  • Business
  • Coaching
  • Creativity
  • Critical Thinking
Job Responsibility
Job Responsibility
  • Executes operational activities related to quote, price, configuration, deal registration, order management process, invoicing, and contract life-cycle management to ensure that sales orders are successfully completed from quote to delivery and credited appropriately assigned for sales compensation
  • Generates invoices and client billing in accordance with service and product agreements
  • Records, updates and validates customer and deal information in systems produces reports and analyses of sales processing activities
  • Ensure that all requests in Engagement Portal are processed within 24 hours and with zero error rates
  • Achieve 100% compliance of SOA when processing transactions
  • Ensure Zero error rates when performing Corrections, Amendments, Buy-out and Extensions
  • Proactively engage with CAS/CDS/COS/PS to address concerns and issues which impact timely and correct completion of Lifecycle requests
  • Proactively set up meetings or contact CAS/PS/BPM to clarify concerns or questions
  • Time submission of all customer invoices
  • Participate actively in Trainings and Testing
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Client Success Technical Specialist

We are looking for a B2B SaaS Client Success Technical Manager to join our Busin...
Location
Location
France
Salary
Salary:
Not provided
https://feverup.com/fe Logo
Fever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in customer support, ideally in a SaaS environment
  • Confident troubleshooting technical issues with a hands-on mindset
  • Fluent in English and French (written and spoken)
  • Tech-savvy, detail-oriented, and focused on client experience
  • Comfortable working cross-functionally with internal teams
  • Valid driver’s license for occasional on-site support
Job Responsibility
Job Responsibility
  • Be the go-to person for clients when it comes to technical support, platform usage, and troubleshooting
  • Manage daily client requests, from incident resolution to platform configuration and data exports
  • Provide onboarding, training, and ongoing support to help clients get the most out of Onebox
  • Collaborate closely with internal teams (Sales, Tech, Product, Design) to ensure a seamless client experience
  • Support on-site operations during live events when needed
  • Play a key role in driving customer satisfaction and identifying opportunities for improvement
What we offer
What we offer
  • Have a real impact on the company's growth and evolution
  • Great work environment with a young, international team of talented people to work with
  • 40% Discount on all events on Fever
  • Health and life insurance
  • 20 days per year as holidays
  • Possibility of remote working from home
  • Fulltime
Read More
Arrow Right

Ops Support Specialist

The Ops Support Specialist 5 is an entry-level position responsible for providin...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-4 years of relevant experience
  • Proficient in Microsoft Office
  • Comprehensive knowledge of Dispute process
  • Ability to work unsupervised and apply problem solve capabilities
  • Ability to work occasional weekends to support Pega releases and COB testing
  • Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR’s)
  • Demonstrated analytical skills and mathematical knowledge
  • Consistently demonstrates clear and concise written and verbal communication skills
Job Responsibility
Job Responsibility
  • Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients
  • Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales
  • Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
  • Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed
  • Support expansive and diverse array of products and services
  • Assist with ongoing Lean and process improvement projects
  • Resolve complex problems based on best practice/precedence, escalating as needed
  • Appropriately assess risk when business decisions are made
  • Fulltime
Read More
Arrow Right