Client Relationship Specialist

Client Relationship Specialist

Miami, FL

Temp-to-Hire | On-site

full-time, $25 to $35 per hour, depending on experience

Our client is a well-established international banking organization with a strong presence in Miami and a long-standing reputation for relationship-driven financial services. The organization supports a sophisticated client base with personalized banking solutions, transactional support, payment services, and financial products designed for individuals and businesses with international banking needs.

This is a great opportunity for someone who wants to grow within a professional financial services environment where client experience, operational precision, compliance, and service quality are highly valued. It's a temp-to-hire role and an opportunity for a bilingual English/Spanish professional with banking operations, client support, customer service, case management, or financial services experience who is looking to build a long-term career within an established organization.

Responsibilities

• Support client service activities related to onboarding, account transitions, and ongoing account support.
• Assist with the intake, tracking, escalation, follow-up, and resolution of client inquiries and service requests.
• Coordinate with internal departments to help resolve client-related matters accurately and efficiently.
• Maintain customer cases, service requests, notes, and updates in Salesforce, CRM, or other case management systems.
• Support case routing, tracking, documentation, and resolution processes.
• Monitor service activity, open cases, response times, and client service trends.
• Assist with client communications during onboarding, transition, and service-related projects.
• Prepare reports and documentation related to service activity, operational performance, and client support trends.
• Identify process improvement opportunities and share recommendations with management.
• Support service technology, workflow improvement, and automation initiatives.
• Collaborate with Business, Operations, Compliance, IT, and other departments to help deliver a seamless client experience.
• Follow internal policies, procedures, and applicable banking regulations, including BSA/AML requirements.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Communications, Operations Management, Information Systems, or a related field preferred.
• 3 years of experience in customer service, banking operations, client support, case management, account servicing, or a related operational role within financial services.
• Strong customer service mindset and commitment to delivering a high-quality client experience.
• Excellent communication, organization, and interpersonal skills.
• Strong attention to detail, follow-through, and problem-solving ability.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills in English and Spanish.
• Experience with Salesforce, CRM platforms, case management systems, workflow tools, or service platforms preferred.
• Exposure to customer onboarding, operational support, service improvement, or workflow automation initiatives preferred.

Benefits

• Competitive hourly compensation from $25 to $35 per hour, depending on experience.
• Temp-to-hire opportunity with the potential for long-term growth within the organization.
• Professional banking environment with exposure to client service, operations, compliance, technology, and process improvement.
• Opportunity to strengthen experience with Salesforce, case management, onboarding support, and financial services operations.
• Additional benefits and conversion details will be discussed during the hiring process.

ttg Talent Solutions is an Equal Opportunity Employer and recruiting agency. We are committed to fostering an inclusive and diverse work environment and welcome applications from all qualified candidates regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.

All offers of employment are contingent upon the successful completion of a background check and any additional screenings required by our client. We are dedicated to maintaining a professional, safe, and respectful workplace for all.

At ttg, “We believe in making a difference One Person at a Time,” ttg OPT.