Client Support Specialist

Job Description

Responsibilities

• Provide timely and professional support to clients across multiple communication channels.
• Navigate and manage multiple software applications simultaneously to resolve client requests efficiently.
• Assist clients with account inquiries, transactions, and service-related questions.
• Identify issues proactively and escalate when necessary.
• Ensure accurate documentation of client interactions and resolutions.
• Maintain high service standards while meeting response and resolution time expectations.
• Contribute ideas to improve internal processes and client experience.
• Collaborate with internal teams to ensure seamless service delivery.

Minimum Requirements (Education, Experience & Skills)

• Minimum of 2 years of relevant work experience, preferably in roles involving the use of multiple software applications.
• Experience within a financial institution (especially a credit union) is preferred.
• In lieu of financial institution experience, a minimum of 3 years of customer service experience is required.
• Associate’s degree with relevant coursework preferred.
• High school diploma or equivalent required.
• Strong ability to multitask across systems and tools.
• Excellent communication skills (written and verbal).
• Strong organizational skills and attention to detail.

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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