client services specialist

Bella Advisors

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 Bella Advisors
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  Operations Specialist - Onboarding and Client Servicing
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  Location: Roswell, GA
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  Compensation: Competitive base salary of $60,000 - $70,000 annually, commensurate with experience, plus benefits such as health insurance, 401(k) matching, and performance bonuses.
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  We are a growing Registered Investment Advisor (RIA) and Insurance firm seeking a resilient Operations Specialist to join our team and drive efficiency in client operations. If you're detail-oriented, thrive under pressure without getting rattled, and have a no-excuses "get it done" attitude, this role is for you. We're looking for someone who can handle the nitty-gritty of financial paperwork and client interactions while proactively building and refining processes to scale our operations. No room for thin-skinned types&mdash;this is a fast-paced environment where ownership and results matter.
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  Key Responsibilities:
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   Manage end-to-end client onboarding, including gathering and processing paperwork, KYC/AML compliance, and ensuring seamless integration into our systems.
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   Coordinate account transfers (ACATs) from external custodians to our firm, troubleshooting issues and minimizing downtime for clients.
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   Handle daily client servicing tasks, such as responding to inquiries, updating records, generating reports, and resolving operational hiccups.
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   Identify bottlenecks in current workflows and implement streamlined processes, documentation, and tools (e.g., CRM integrations, automation scripts) to improve efficiency and reduce errors.
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   Collaborate with advisors, compliance, and custodians to ensure all operations align with regulatory standards (e.g., SEC, FINRA).
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   Maintain meticulous records and audit trails to support firm growth and risk management.
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  Qualifications:
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   2+ years of experience in financial services operations, preferably in an RIA, wealth management, or brokerage setting; familiarity with onboarding, account transfers, and client servicing is a must.
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   Proven ability to establish and optimize processes&mdash;think workflow diagrams, SOPs, and tech tools like Salesforce or similar.
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   Thick skin and a proactive mindset: You roll up your sleeves, push through obstacles, and deliver results without hand-holding.
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   Strong attention to detail with the ability to spot errors in complex documents and multitask in a high-volume environment.
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   Excellent communication skills for interacting with clients, advisors, and vendors&mdash;professional yet straightforward.
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   Proficiency in Microsoft Office, financial software (e.g., Tamarac, Orion, or Excel for data manipulation), and basic tech troubleshooting.
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   Bachelor's degree in finance, business, or a related field preferred; Series 65 or similar licensing a plus but not required.
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 If you're the type who turns chaos into systems and gets satisfaction from making things run smoother, apply now with your resume and a brief note on a process you've improved in a past role. We value action over perfection&mdash;let's build something great.
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Operations Specialist - Client Onboarding and Servicing

Nazgrow Pvt Ltd

<p>Nazgrow is looking for enthusiastic and confident client on-boarding specialist to join our team! This role involves cold calling international clients, Strong communication and sales skills are a must.</p><p><b>Key Responsibilities: </b></p><p>✔ Cold calling international prospects to sell e-commerce services</p><p>✔ Building strong relationships and trust with clients</p><p>✔ Meeting monthly sales targets and KPIs</p><p>✔ Explaining and selling service packages and upsells</p><p><b>Requirements:</b></p><p>✔ Excellent command of spoken English</p><p>✔ Strong communication, persuasion, and selling abilities</p><p>✔ Previous experience with Amazon or e-commerce clients is a plus</p><p>✔ Willingness to work night shifts</p><p>✔ Self-motivated, confident and target-driven</p><p>Job Types: Full-time, Commission</p><p>Pay: Rs100,000.00 - Rs150,000.00 per month</p><p>Work Location: In person</p>

Client On-boarding Specialist

ibex. Pakistan

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 ibex. Pakistan is looking for a Customer Success Specialist for Voice Program within the Operations department who shall assist worldwide financial-services leading client&rsquo;s customers with their queries/concerns and provide an accurate resolution to customers as per the defined processes via call. We are looking for people who have experience in dealing with international customers and banking flavor but above that, we care more about personality, passion, and work ethic. A sense of humor helps a lot too.
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  Qualifications
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   O Levels/Matriculation or above
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   Excellent Written and Verbal English communication
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   Proficiency with MS Office (Particularly MS Excel and MS Word)
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   Banking Experience preferred
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  Responsibilities
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   Deliver a class apart customer experience as measured by performance objectives and in accordance of the core values of our client
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   Assist customers with their items purchased through ecommerce website
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   Convey interest in each customer through their words with courtesy, attention, a friendly and caring image
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   Providing alternatives to products/items, which are not available on the ecommerce website
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   Follow standard processes and procedures when it comes to providing the resolution
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   Staying up to date with latest updates on system information, process changes and future updates
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Customer Services Specialist

Learners Point Academy, Dubai

<p>We are seeking a dedicated and detail-oriented Customer Service Specialist to join our team at Learners Point Academy. The ideal candidate will serve as the key point of contact between our clients and the organization, ensuring a seamless training experience. You will be responsible for managing client communications, coordinating training logistics, and ensuring that all client requirements are met to achieve successful and efficient onsite training delivery.</p><p><b>Key Responsibilities:</b></p><p>1. Act as the primary point of contact between clients and the organization for all training-related matters.</p><p>2. Collaborate with internal teams (Sales, Academics, and Delivery) to ensure that training needs and requirements are fully understood and met.</p><p>3. Oversee the seamless delivery of onsite training sessions, ensuring all client specifications and expectations are adhered to.</p><p>4. Communicate with clients regarding training schedules, logistics, and specific requirements before and during training sessions.</p><p>5. Coordinate with trainers and other stakeholders to ensure training materials, venue arrangements, and technical setups are prepared in advance.</p><p>6. Address and resolve client concerns or issues related to training delivery promptly and professionally.</p><p>7. Ensure that post-training evaluations, feedback, and reports are collected, analyzed, and shared with clients.</p><p>8. Maintain detailed records of training sessions, client communications, and follow-up actions.</p><p>9. Proactively manage client relationships to ensure satisfaction and foster long-term partnerships.</p><p><b>Qualifications:</b></p><p>1. Bachelor&rsquo;s degree or equivalent experience in a relevant field.</p><p>2. Proven experience in customer service, client relationship management, or event coordination, ideally in an educational or corporate training environment.</p><p>3. Strong organizational skills and attention to detail.</p><p>4. Excellent communication skills (written and verbal) with the ability to manage multiple stakeholders.</p><p>5. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.</p><p>6. Ability to remain calm under pressure and handle stressful situations professionally.</p><p><b>Skills &amp; Attributes</b>:</p><ul><li>Strong problem-solving skills.</li></ul><ul><li>Client-focused with a proactive and Customer first-approach.</li></ul><ul><li>Excellent time management and multitasking abilities.</li></ul><ul><li>Positive, energetic attitude and a desire to contribute to the success of the team.</li></ul><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED4,000.00 per month</p>

Customer Service Specialist (Male)

Invespy

<p><b>Job Summary:</b></p><p>As a Client Services Executive (Account Executive) in our dynamic team, you will play a pivotal role in driving client success and ensuring highest level of team collaboration. You will be responsible for managing a portfolio of accounts, understanding clients' business objectives, and developing tailored marketing strategies to meet and exceed their goals.</p><p><b>Responsibilities:</b></p><p><b>Client Relationship Management: </b></p><ul><li>Support the team in fulfilling client needs and objectives by ensuring given deadlines are achieved.</li><li>Monitor and measure client satisfaction and keep the line manager updated.</li></ul><p><b>Campaign Execution:</b></p><ul><li>Oversee the execution of marketing campaigns, ensuring they are implemented effectively and on schedule.</li><li>Coordinate with internal teams, including creative, content, and analytics, to deliver high-quality deliverables.</li></ul><p><b>Team Collaboration: </b></p><ul><li>Work closely with cross-functional teams, including sales, marketing, and operations, to ensure seamless delivery of services and alignment with company objectives.</li></ul><p><b>Strategic Account Planning:</b></p><ul><li>Follow the strategic planning process in line with the line manager.</li></ul><p><b>Operations: </b></p><ul><li>Prepare project status reports, estimates &amp; billing.</li><li>Crafting and distributing conference reports and meeting agendas, helping with meeting prep.</li></ul><p><b>Financial Management:</b></p><ul><li>Ensure adherence to account budgets, forecasts, and financial reporting.</li></ul><p><b>Requirements:</b></p><ul><li>Minimum 1-2 years of UAE experience in account management role with an advertising or creative agency.</li><li>The ability to effectively manage and prioritize multiple projects at once.</li><li>Excellent writing and presentation skills.</li></ul><p>Job Type: Full-time</p><p>Experience:</p><ul><li>Client Servicing: 1 year (Required)</li><li>Advertising/ Marketing/Creative Agency: 1 year (Required)</li></ul>

Client Services Executive

IQVIA

<div><div><div>Karachi, Pakistan | Full time | Office-based | R1480781</div></div><p></p><div><div><b><br>
Job Overview</b></div><div>
Under broad guidance, ensures clients obtain maximum value from products and services in order to facilitate a positive and productive long-term relationship, either broad client or offering focused.</div><div><b>
Essential Functions</b></div><ul><li>Ensures fulfillment of contract specifications and ad-hoc client requests to build client satisfaction, under supervision.</li><li>Assists team members to build, establish and maintain effective business relationships with clients to proactively support their needs as their day-to-day contact, possibly focused on a specific product or service.</li><li>Ensures, through review and verification, that the product deliverable meets the customer's specifications, including timeliness and quality.</li><li>Partners with the account manager and clients to derive optimum value from IQVIA products and services by explaining and expanding the usage of current IQVIA deliverables and identifying revenue opportunities within existing clients.</li><li>Maintains effective internal communications with sales and client service support to keep all apprised-on activities with the client.</li><li>Monitors performance against existing service agreements and ensures client&rsquo;s obligations are met.</li><li>Research, analyzes and responds to client that require an in-depth understanding of the client, specific business line, and/or therapeutic market.</li><li>May conduct product/services and process training for clients and other employees.</li><li>May conduct service meetings at client sites.</li><li>Represents IQVIA on external client projects.</li><li>May mentor and lead other client service reps and represent the manager in their absence.</li></ul><div><b>
Qualifications</b></div><ul><li>Bachelor's Degree Req</li><li>Four (4) years of related work experience Req</li><li>One (1) to two (2) years&rsquo; experience as an IQVIA Client Service Representative Req</li><li>Broad knowledge of the concepts, practices, and procedures of the client service representative field Req</li><li>Broad knowledge of IQVIA products and the pharmaceutical industry Req</li><li>Meeting facilitation, presentation, and training experience Req</li><li>Proficiency in PC applications, such as Excel, PowerPoint, etc.</li><li>Ability to communicate effectively with various levels in the organization (written and oral) and to manipulate large transactional databases</li><li>Demonstrated problem solving, analytical and strong customer service skills</li><li>Demonstrated ability to develop and maintain relationships in a diverse business environment</li><li>Ability to travel to clients and IQVIA offices as appropriate</li><li>Accreditation preferred in multiple business lines of IMS service certification program Req</li></ul><div>
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com</div><div>
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.</div></div></div><div></div>

Senior Client Services Analyst

Contour Software

<div><div>About Contour</div><div></div><div><div>
Contour Software</div> has grown from a dozen people to over 2,000 staff across 3 cities, in less than 14 years.</div><div><br>
As a subsidiary of Constellation Software Inc., we are proud to be part of a global enterprise software conglomerate that has grown to become one of the top 10 software companies in the world, with employees and customers in 100+ countries. With a broad-based and ever-growing portfolio of market-leading, vertical-market enterprise solutions covering more than 100 industry domains in predominantly mature markets, CSI's recipe creates the perfect environment for professionals to build fulfilling, long-term careers.</div><div><br>
What started as an R&amp;D &amp; Accounting back-office, has progressed into a full-service Global Centre serving all functions and departments, at the divisional as well as operating group/corporate level. Today Contour employees, located in Karachi, Lahore &amp; Islamabad, are serving CSI divisions located in time zones spanning the globe, from Sydney to Vancouver. With the global growth of Constellation as the wind in our sails, we are only just getting started!</div><div></div><div>
The Division:</div><div><div><br>
Bookassist</div> is an innovative, multi-award-winning industry leader in hotel booking and distribution software and online strategy. Bookassist provides both technology and online strategy for hotels, lowering costs and increasing direct online business. The award-winning Bookassist booking engine is the ideal SaaS solution for reservations automation, with PMS integration, agent/corporate login and loyalty modules. The cloud-based Distribution Manager is a world-class channel manager with dynamic margin optimization and GDS/IDS.</div><div>
Bookassist - We Make Your Bookings More Profitable</div><div>
Bookassist helps hotels increase direct bookings and profit. We combine leading technology and expert strategy to actively raise ROI and lower CPA.</div><div></div><div><div><div>
Position Overview<br>
The Global Client Support Specialist provides first-line support to global customers across hotel technology platforms and services. This resource being L1 Support would be Reporting to the Support Team Lead, this role focuses on delivering high quality customer assistance, resolving/escalating reported issues, and maintaining strong internal and external communication. This resource would act as an extension of the Global Bookassist team, the final candidate would work from Contour&rsquo;s Karachi office.</div></div><div></div><div><div>
Key Responsibilities</div></div><div><div>
Client Support &amp; Training</div></div><div><ul><li><div>
Answering general support queries from our hotel clients over phone and email</div></li></ul></div><div><ul><li><div>
Providing support for hotels using Bookassist booking engine, channel manager, GDS, CMS website etc</div></li></ul></div><div><ul><li><div>
Setting up of new offers, packages and ad hoc tasks in Bookassist reservation system</div></li></ul></div><div><ul><li><div>
Providing internal support for sales, account management and online marketing functions within the company</div></li></ul></div><div><ul><li><div>
Liaising with sales and account management teams to ensure the best technical setups are rolled out to clients.</div></li></ul></div><div></div><div><div>
Technical Support &amp; Issue Resolution</div></div><div><ul><li><div>
Troubleshoot technical and operational issues, guiding customers step-by-step through resolutions.</div></li></ul></div><div><ul><li><div>
Conduct research and analysis within internal data platforms to support problem-solving.</div></li></ul></div><div><ul><li><div>
Work with CRM and ticketing tools to manage support cases, feature requests, and documentation.</div></li></ul></div><div><div><br>
Internal Collaboration</div></div><div><ul><li><div>
Contribute to customer satisfaction metrics including NPS improvement efforts.</div></li></ul></div><div></div><div><div>
Job Requirements</div></div><div><div>
Core Skills</div></div><div><ul><li><div>
Strong written and verbal communication skills.</div></li></ul></div><div><ul><li><div>
Ability to deliver clear and accurate guidance to customers.</div></li></ul></div></div><div><div><ul><li><div>
Excellent problem-solving abilities and attention to detail.</div></li></ul></div><div><ul><li><div>
Ability to stay calm under pressure in a fast-paced environment.</div></li></ul></div><div><ul><li><div>
Strong computer proficiency and comfort with multi-system workflows.</div></li></ul></div><div></div><div><div>
Technical Competencies</div></div><div><ul><li><div>
Familiarity with CRM and customer support systems.</div></li></ul></div><div><ul><li><div>
Knowledge of booking systems, data platforms, or real estate datasets is an advantage.</div></li></ul></div><div></div><div><div>
Experience &amp; Education</div></div><div><ul><li><div>
1+ year experience in a customer-facing environment such as hospitality (reception, reservations, e-commerce, revenue) or technical/customer support.</div></li></ul></div><div><ul><li><div>
Relevant third-level degree preferred.</div></li></ul></div><div></div><div><div>
Languages</div></div><div><ul><li><div>
Fluent written and spoken English</div></li></ul></div><div><ul><li><div>
Knowledge of Italian / German would be considered an Asset</div></li></ul></div><div></div><div><div>
Work Conditions</div></div><div><ul><li><div>
12 PM to 9 PM Pakistan Standard Time (9 AM to 5 PM European Standard Time)</div></li></ul></div><div><ul><li><div>
Weekend Availability: Must be willing to work on weekends when required.</div></li></ul></div><div><ul><li><div>
Willingness to provide support outside standard business hours as needed.</div></li></ul></div></div><div></div><div>
Exciting Benefits we offer:</div><ul><li><div>
Market-leading Salary</div></li><li><div>
Medical Coverage &ndash; Self &amp; Dependents</div></li><li><div>
Parents Medical Coverage</div></li><li><div>
Provident Fund</div></li><li><div>
Employee Performance-based bonuses</div></li><li><div>
Home Internet Subsidy</div></li><li><div>
Conveyance Allowance</div></li><li><div>
Profit Sharing Plan [Tenured Employees Only]</div></li><li><div>
Life Benefit</div></li><li><div>
Child Care Facility</div></li><li><div>
Company Provided Lunch/Dinner</div></li><li><div>
Professional Development Budget</div></li><li><div>
Recreational area for in-house games</div></li><li><div>
Sporadic On-shore training opportunities</div></li><li><div>
Friendly work environment</div></li><li><div>
Leave Encashment</div></li></ul><div></div><div><i>
Disclaimer:</i><i> At Contour, we attribute our success to the unique contributions of our diverse staff. We&rsquo;re committed to fostering a culture of respect that thrives on the varied perspectives and experiences of all individuals we recruit, employ, promote, and compensate. Since day one, we&rsquo;ve adhered to a policy that champions a work environment honoring the worth and dignity of each person while being free from all forms of employment discrimination.</i></div><div></div><div><i>
In our continuous effort to promote inclusivity, we extend our commitment to individuals with special needs by providing reasonable accommodations. We actively encourage qualified individuals with special needs to apply for the various openings within our company. Should you require assistance in completing the application process or have any inquiries regarding special facilities, please do not hesitate to contact our HR team. Your unique talents and abilities are welcomed and valued here.</i></div></div><div></div>

Global Client Support Specialist (Italian/German)

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