Job Overview: We are seeking a highly motivated and detail-oriented Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for managing client accounts, providing exceptional customer service, and ensuring client satisfaction. This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our company. Responsibilities: - Serve as the main point of contact for assigned clients, building strong relationships and providing excellent customer service - Manage and maintain client accounts, ensuring accurate and up-to-date information - Collaborate with internal teams to develop and execute strategies to meet client needs and goals - Conduct market research and analyze data to identify trends and opportunities for clients - Assist with sales efforts by identifying upsell and cross-sell opportunities - Coordinate and manage projects, ensuring timely delivery and high-quality results - Utilize Salesforce or other customer relationship management (CRM) software to track client interactions and maintain records - Provide training and support to clients on our SaaS platform - Resolve client issues or concerns in a timely and professional manner Skills: - Proven experience in account management, sales, or customer service - Strong project management skills with the ability to prioritize tasks and meet deadlines - Proficiency in Salesforce or other CRM software - Excellent analytical skills with the ability to analyze data and market trends - Knowledge of financial services industry is a plus - Exceptional communication skills, both verbal and written - Strong problem-solving abilities with a proactive approach We offer competitive compensation packages, including benefits such as health insurance, retirement plans, and professional development opportunities. If you are a motivated individual with a passion for delivering exceptional client service, we would love to hear from you. Please note that all positions at our company are paid positions.

Job Type: Full-time

Pay: $18.89 - $19.73 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Robbinsville Township, NJ: Relocate before starting work (Required)

Work Location: In person