Client Specialist Jobs

Client Success Specialist

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United Kingdom

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

First Line Client Specialist

West & Central Africa First Line Client Specialist role at Citi focuses on suppo...

Location

Cameroon , Douala

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

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

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

Online Sales and Client Onboarding Specialist

We’re looking for an Online Sales and Client Onboarding Specialist to join our t...

Location

Bangladesh , Dhaka

Salary:

25000.00 - 30000.00 BDT / Month

DigiTech InfoSys

Expiration Date

Until further notice

Requirements

Fluency in English (both spoken and written)
Proven experience in email outreach and occasional cold-calling, particularly with clients in the US, UK, CA, AU, NZ, and Europe
Strong communication and persuasion skills
Minimum of 2 years of Sales experience is a must
Tech-savvy and comfortable with using CRM tools
A USB headset with a noise-canceling microphone for occasional calls

Job Responsibility

Send emails daily to potential clients in the US, UK, CA, AU, NZ, and Europe
Occasionally make calls to engage clients as needed
Generate interest in our services and follow up on leads
Identify new business opportunities and maintain client engagement
Utilize and improve communication scripts for effective outreach
Deliver presentations to ensure a smooth client transition
Collaborate with internal teams to provide seamless onboarding experiences

What we offer

Opportunity to work in a fast-paced, goal-driven environment
A supportive team and room for professional growth
Competitive salary and performance-based incentives

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

IT Specialist – Client Networking and Cybersecurity Consultant

This position will play a pivotal role in advising clients on optimizing their w...

Location

United States , Central Indiana

Salary:

Not provided

Wessler Engineering

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Computer Science, Information Technology, or a related field
Proven experience in client networking and cybersecurity consulting
Strong knowledge of networking principles, including TCP/IP, DNS, DHCP, and VLANs
Proficiency in configuring and managing networking equipment such as routers, switches, and access points
Experience with cybersecurity tools and technologies, including antivirus software, intrusion detection systems, and penetration testing tools
Excellent problem-solving skills and the ability to analyze complex technical issues
Strong communication and interpersonal skills, with the ability to build rapport with clients and work effectively in a team environment

Job Responsibility

Conduct thorough assessments of clients’ existing network infrastructure and cybersecurity posture
Collaborate with clients to understand their business objectives and tailor networking and cybersecurity solutions to meet their specific needs
Design and implement secure network architectures, including firewalls, VPNs, and intrusion detection systems
Perform security audits and vulnerability assessments to identify and address potential weaknesses in clients’ systems
Provide support and troubleshooting for network and cybersecurity issues, ensuring minimal disruption to clients’ operations
Inform and advise on the latest developments in networking technologies and cybersecurity threats, and make recommendations for continuous improvement
Educate clients on cybersecurity best practices and provide training to their employees as needed
Communicate effectively with clients to explain technical concepts and recommendations in a clear and concise manner

Client Specialist

Ann Taylor

Location:
United States, Chestnut Hill

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 18, 2025

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

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Client Specialist

Ann Taylor

Location:United States, Chestnut Hill

Category:-

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 18, 2025

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

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Location:
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Category:
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Contract Type:
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Job Posted:
December 18, 2025