Client Service Specialist

Position Summary

We are seeking a dynamic and detail-oriented Client Service Specialist to join our team! In this vital role, you will serve as the primary point of contact for clients, ensuring that they have a positive experience. Your strength in customer service, office administration, and advanced technical skills will help foster strong client relationships and streamline daily operations.

Key Responsibilities

• Greet clients and visitors in a professional and friendly manner.
• Maintain regular communication with clients regarding appointments, documentation, and service updates.
• Support client onboarding and account maintenance processes.
• Prepare client meeting materials.
• Maintain accurate client records within CRM systems.
• Process incoming and outgoing mail, email, and phone communications.
• Assist with document collection, organization, and secure storage.
• Support compliance and record-keeping requirements.

Qualifications

• Associate's or Bachelor's degree preferred.
• Strong interpersonal and communication skills.
• Excellent organizational and time-management abilities.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams).
• Experience with CRM systems is a plus.
• Ability to handle confidential client information with professionalism and discretion.

Competencies

• Attention to detail and accuracy.
• Professional demeanor and positive attitude.
• Strong problem-solving skills.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Team-oriented with a willingness to support others.

Classification: Full-Time, Non-Exempt