Client Services Specialist Jobs

Client Accounting Services Specialist

We are seeking a self-motivated, reliable, detail-oriented individual with a str...

Location

United States , Santa Barbara

Salary:

Not provided

Bartlett, Pringle & Wolf, LLP

Expiration Date

Until further notice

Requirements

Minimum of 5 years of accounting experience
Working experience with QuickBooks Online or similar accounting software
Bachelor’s degree in accounting or business administration with an emphasis in accounting strongly preferred
Enjoy working in a team environment
Desire to continue learning
Ability to interact with a variety of clients in a professional and courteous manner
Possess strong communication skills
Ability to prioritize workload to meet important deadlines

Job Responsibility

Maintain accounts receivables and payables
Record and reconcile inventory, revenue, expenses, and fixed asset activities
Ensure accurate and timely preparation of monthly financial statements and cash flow statements
Prepare payroll, payroll tax returns, and sales tax returns
Prepare Forms 1096/1099 and Forms W-2/W-3
Investigate and correct errors and inconsistencies in financial entries
Analyze, develop, and implement improvements or recommendations for clients
Manage electronic files, documents, and schedules

What we offer

Health insurance benefits
401(k) Plan
Flexible Benefit Plan
Profit-sharing
Bonus opportunities
Flexibility with work schedules

Fulltime

Client Service Specialist - IT Networking

Atris Technology seeks a cheerful client and network support specialist for full...

Location

United States , Gainesville

Salary:

Not provided

Atris Technology

Expiration Date

Until further notice

Requirements

High School Diploma or Equivalent
Valid Florida Drivers License
2 Years IT support Experience
CompTIA A+ and Net+ Certifications a plus
Professional appearance and telephone presence
Excellent oral and written communication skills
Customer first attitude
At least 2 years experience in an IT environment
Drive to learn new technologies
Ability to perform under pressure

Job Responsibility

Telephone support
Email support
On-site support
Remote implementation of custom software, hardware and networks at local and remote customer sites
On-site implementation of custom software, hardware, and infrastructure equipment at local and remote customer sites
User training
Documentation as necessary
Business related travel
Software testing
Implementation and support of custom software, hardware and networks

What we offer

Strong compensation package
Career growth position

Fulltime

Client Specialist, Cloud Service Providers

Manages a portfolio of 5-10 customers, a mix of existing and high-value whitespa...

Location

United States

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or equivalent experience
Typically, 6-10+ years of account management experience in the IT industry
Understanding and experience selling HPE AI products and solutions
IT Industry Knowledge: Strong understanding of IT trends and HPE's portfolio
AI Market Landscape and Trends: Strong understanding of AI trends and HPE's AI portfolio
Sales Execution: Proven ability to deliver on sales objectives and close complex deals
Strategic Planning: Skilled in articulating a vision aligned with HPE's strategy
Leadership: Experienced in leading teams in a complex matrix organization
Vertical Industry Knowledge: Understanding of the Cloud Service Provider landscape preferred
Successful track record: delivering against revenue goals and quota attainment

Job Responsibility

Customer Engagement: Develops and maintains professional relationships with key influencers and decision-makers
Understands customer IT and business objectives to align HPE solutions with their priorities
C-Level Experience: Comfortable and experienced with engagement and cultivating executive relationships
Business Growth: Builds and executes plans to drive growth and profitability
Identifies opportunities, leads pipeline building, and drives deals to closure through multi-disciplinary teams
AI and HPC/AI Solutions: Applies knowledge of the AI market landscape and experience selling HPE HPC/AI solutions to drive sales and customer engagement
Partner Ecosystem: Develops and governs partner relationships to maximize HPE's presence in accounts
Team Leadership: Leads the extended account team, providing feedback and guidance to ensure successful sales engagements

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Client Specialist, Cloud Service Providers

This role has been designated as ‘Remote/Teleworker’, which means you will prima...

Location

United States , West Coast or Texas

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor’s Degree preferred, or equivalent experience
Engineering or technology education, advanced degree or MBA desired
Typically 6-10+ years account management experience
Experience in IT industry preferred
Experience working within an IT department and/or working within customers is a plus
Experience in vertical industry preferred
Experience in different sales roles is a plus

Job Responsibility

Manages one or several larger accounts or acts as the account lead for a substantial part of a top account
Understands the customer’s IT and business objectives, priorities, requirements and challenges, and adds value by implementing HPE’s strategy
Drives business performance for all HPE BUs and manages the portfolio mix to optimize profitability of the account
Accountable for pipeline building
accountable for and supportive in deal closing and orchestrating the deal team
Builds and develops relevant customer relationship networks with key influencers and decision makers in IT and business
Develops and engages with the extended partner ecosystem to maximize HPE’s presence in the account
Constantly develops information technology industry knowledge to position HPE’s portfolio in the account
Orchestrates, engages, guides and provides feedback to the extended account team members
Acts as customer’s advocate inside HPE

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Senior Client Onboarding Specialist

As a senior Client Onboarding Specialist, you will lead the delivery of a best-i...

Location

United Kingdom , London

Salary:

Not provided

Copper.co

Expiration Date

Until further notice

Requirements

Proven experience in Client facing Onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle
Proven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding
Led or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction
Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure
Sound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence
Exceptionally organised and able to manage competing priorities in fast-paced, high-pressure environments—consistently delivering accurate, timely results with a calm and structured approach
Exceptional interpersonal and client-facing skills, with a strong record of cultivating relationships and providing outstanding service that exceeds expectations
Familiar with CRM tools (preferably salesforce) onboarding platforms, and document management systems
Demonstrated interest in crypto, fintech, and broader financial services, with a desire to stay informed on industry trends

Job Responsibility

End-to-End Client Onboarding Ownership - Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best in class client experience
Pipeline Monetisation & Sales Alignment - Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes
Meeting Leadership & Stakeholder Engagement- Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness
Regulatory and legal Coordination - Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track & prioritise client negotiations in line with overall onboarding progress
Pipeline Communication & Prioritisation – Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go-live deadlines
CRM Management & Reporting - Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health
Platform Configuration & Account Setup - Complete the setup of client accounts on the Copper platform
Process Optimisation & Strategic Input - Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copper’s onboarding framework
Product & Integration Enablement - Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability

What we offer

Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service
Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
Life Insurance
Enhanced Pension Contributions - Includes an enhanced employer matching contribution
24/7 Employee Assistance Programme (EAP)
Hybrid working model – we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

New

Client Retention Specialist

The role of the Client Retention Specialist is to ensure clients are satisfied t...

Location

United States , Irvine

Salary:

23.00 - 25.00 USD / Hour

TaxRise

Expiration Date

Until further notice

Requirements

2+ years previous experience in call center or sales environment
High school diploma or general education degree (GED)
and 1-2 years of related experience and/or training
or equivalent combination of education and experience
Associate degree (A. A.) or equivalent from two-year college or technical school and 1-year related experience and/or training
or equivalent combination of education and experience

Job Responsibility

Manage, respond, and resolve cancellation requests from submitted in our ticketing systems
Call clients to actively listen and empathetically understand their concerns and reasons for cancellations providing suggestions for areas of improvements to management
Utilize persuasive communication techniques to address customers’ issues and resolve complaints effectively
Identify trends and underlying problems or dissatisfaction points and propose appropriate solutions to retain clients
Collaborate with other departments, such as sales or customer service, to ensure a seamless resolution process
Properly document notes and all client interactions in the company’s ticketing and CRM system
The job includes other duties and responsibilities assigned by management

What we offer

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Monthly Bonus: Average bonus potential of $750 - $1,500

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Services Specialist

Robert Half

Location:
United States, Hartland

Category:
IT - Software Development

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 22, 2025

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Job Description:

Job Responsibility:

Requirements:

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Location:
United States, Hartland

Category:
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Contract Type:
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Job Posted:
March 22, 2025