client services specialist

Sun Life

<div><p>Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
</p><p></p><p>Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
</p><p></p><div><div><div><div><div><div><div><p><b>Job Description:
</b></p></div></div></div></div></div></div></div><p><b>The Opportunity:<br>
</b></p><p></p><p>Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.<br>
</p><p></p><div>&bull; Research inbound requests in a timely manner to establish positive client relationships.
<br>
<ul><li>Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
</li><li>Build strong working relationships to address and support client needs.<br>
</li></ul></div><p></p><p>Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.<br>
</p><p></p><p>Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life.<br>
<br>
<br>
<br>
<b>How you will contribute:<br>
</b></p><p></p><div>&bull; Strong problem-solving skills to resolve client inquiries.
<br>
<ul><li>Your ability to multi-task and work across various technology platforms.
</li><li>A desire to continuously learn and adapt to evolving client needs.
</li><li>A commitment to develop and leverage organizational relationships to better serve our clients.
</li><li>Ability to work with a diverse range of people
</li><li>Adherence to contact center and metric expectations
</li><li>Availability to work overtime as needed
</li><li>Ability to work flexible shifts with start times between 8AM EST-11:30AM EST<br>
</li></ul></div><p></p><div><b>What you will bring with you:
</b><br>
<ul><li>Excellent verbal and written communication skills.
</li><li>Client-focused mindset and an empathetic approach toward others.
</li><li>1+ years of customer service or call center experience<br>
</li></ul></div><p></p><p>Salary Range: $49,200 - $66,400
<br>
<br>
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
</p><p></p><p>Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
</p><p></p><p>We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
</p><p></p><p><b>Life is brighter when you work at Sun Life
</b></p><p>At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&amp;D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We&rsquo;re proud to be recognized in our communities as a top employer. Proudly Great Place to Work&reg; Certified in Canada and the U.S., we&rsquo;ve also been recognized as a &quot;Top 10&quot; employer by the Boston Globe's &quot;Top Places to Work&quot; for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
</p><p></p><p>We will make reasonable accommodation s to the known physical or mental limitation s of otherwise-qualified individuals with disabilities or special disabled veterans , unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.
</p><p></p><p>For applicants residing in California, please read our employee California Privacy Policy and Notice.
</p><p></p><p>We do not require or administer lie detector tests as a condition of employment or continued employment.
</p><p></p><p>Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
</p><p></p><p>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Category:
</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>Customer Service / Operations
<p></p><div><div><div><div><div><div><div><p><b>Posting End Date:
</b></p></div></div></div></div></div></div></div>13/08/2026</div>

Client Services Specialist

FineXcloud

<p><b>Job Description:</b></p><p>We are looking for a Client Onboarding Specialist to ensure a smooth and positive onboarding experience for new clients. The ideal candidate will guide clients through the initial setup process, provide product information, and ensure they understand how to use our services effectively.</p><p><b>Key Responsibilities:</b></p><ul><li>Respond to new client inquiries via calls, messages, and email.</li><li>Coordinate with internal teams to ensure successful client setup.</li><li>Provide guidance on products/services.</li><li>Understand client requirements and provide appropriate solutions.</li><li>Maintain accurate client records and onboarding documentation.</li><li>Address client questions and resolve onboarding issues promptly.</li><li>Ensure a positive client experience and build strong relationships.</li></ul><p><b>Requirements:</b></p><ul><li>A bachelor's degree in business, HR, marketing, or a related field is required.</li><li>Strong communication and interpersonal skills.</li><li>Good organizational and problem-solving abilities.</li><li>Experience with CRM or ERP systems is a plus.</li></ul><p>Apply at: jobs@finexcloud.com</p><p>Job Type: Full-time</p><p>Pay: Rs40,000.00 - Rs50,000.00 per month</p><p>Work Location: In person</p>

Client onboarding specialist

SSA & Company

<p><strong>Job Title:</strong> <strong>Customer Support Specialist (Remote)</strong><br /><strong>Company:</strong> SSA &amp; Company<br /><strong>Employment Type:</strong> <strong>Full-Time</strong><br /><strong>Location:</strong> <strong>Anthem, Arizona, United States (Remote)</strong><br /><br /><strong>Job Overview</strong><br /><br />SSA &amp; Company, a leading global management consulting firm, is seeking a highly professional and dedicated Customer Support Specialist to join our team. This is a full-time, remote position where you will play a crucial role in maintaining our high standards of client service. The ideal candidate will be an exceptional communicator and a natural problem-solver, dedicated to providing timely and effective support to our valued clients. You will be the first point of contact for client enquiries, ensuring a seamless and positive experience that reflects the quality and integrity of our firm.<br /><br /><strong>Key Responsibilities</strong><br /> </p><ul><li>Serve as the primary point of contact for clients, managing enquiries through email, phone, and our support portal with the utmost professionalism.</li><li>Provide accurate, valid, and complete information by using the right methods and tools.</li><li>Identify and assess clients' needs to achieve satisfaction, resolving issues efficiently and escalating complex problems to the relevant internal teams.</li><li>Maintain detailed records of client interactions, transactions, comments, and complaints.</li><li>Collaborate closely with consultants and project managers to ensure alignment on client communication and issue resolution.</li><li>Contribute to the continuous improvement of our support processes and help build our knowledge base.</li><li>Gather and synthesise client feedback to share with internal teams for service enhancement.</li></ul><p> </p><p><strong>Qualifications and Experience</strong><br /> </p><ul><li>Proven experience in a customer support or client services role, preferably within a professional services or B2B environment.</li><li>Exceptional verbal and written communication skills with a professional, articulate, and friendly demeanour.</li><li>Strong problem-solving skills and the ability to think critically and calmly under pressure.</li><li>Excellent organisational and time-management skills, with a proven ability to manage multiple tasks simultaneously.</li><li>Proficiency with CRM systems and other customer service software.</li><li>A client-centric mindset with a genuine desire to deliver outstanding service.</li><li>The ability to work independently and demonstrate strong self-discipline in a remote setting.</li><li>A high degree of discretion and integrity when handling sensitive client information.</li></ul><p><br /><strong>What We Offer</strong><br /> </p><ul><li>A competitive hourly wage of <strong>$22 - $26 USD per hour</strong>, commensurate with experience.</li><li>A fully remote working arrangement, providing flexibility and an excellent work-life balance.</li><li>The opportunity to work within a dynamic and intellectually stimulating environment at a respected management consulting firm.</li><li>A supportive and collaborative team culture that values your contribution.</li><li>Opportunities for professional growth and development within the company.</li></ul><p> </p>

Customer Support Specialist (Remote)

Stellant Systems, Inc.

<p><b>Job Overview</b></p><p>We are seeking a dynamic and enthusiastic Customer Support Specialist to join our team! In this role, you will be the frontline ambassador for our company, delivering exceptional service and support to our diverse customer base. Your energetic approach and problem-solving skills will help foster positive client relationships, ensure customer satisfaction, and contribute to our company's reputation for excellence. This paid position offers an exciting opportunity to develop your communication and organizational skills while making a meaningful impact every day.</p><p><b>Responsibilities</b></p><ul><li>Respond promptly and professionally to customer inquiries via phone, email, and chat in multiple languages as needed.</li><li>Provide clear, detailed information about products, services, and policies to assist customers effectively.</li><li>Handle customer support issues with confidence, utilizing strong problem-solving skills to resolve concerns efficiently.</li><li>Document all interactions accurately using data entry and computer skills, maintaining detailed records of customer interactions.</li><li>Assist with outbound calling campaigns to follow up on inquiries or promote new products and services.</li><li>Manage client communication with professionalism, demonstrating excellent phone etiquette and communication skills.</li><li>Collaborate with team members to improve support processes and ensure a seamless customer experience.</li></ul><p><b>Requirements</b></p><ul><li>Fluency in English; bilingual abilities in other languages are highly desirable.</li><li>Proven experience in customer support, client services, or call center roles.</li><li>Strong proficiency in Microsoft Office applications (Word, Excel, Outlook) and general computer skills.</li><li>Excellent communication skills&mdash;both written and verbal&mdash;with a friendly phone manner.</li><li>Demonstrated organizational skills with attention to detail in data entry and record keeping.</li><li>Ability to handle multiple tasks efficiently in a fast-paced environment.</li><li>Experience with outbound calling, cash handling, or technical support is a plus.</li><li>Strong analysis skills for troubleshooting issues and providing effective solutions.</li></ul><p>Join us as a Customer Support Specialist and become an integral part of a vibrant team dedicated to delivering outstanding service! Your energy, expertise, and commitment will help us build lasting relationships with our clients while advancing your career in a supportive environment.</p><p>Pay: $24.00 - $32.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>On-the-job training</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Customer Support Specialist

Ascend nonprofit solutions

<div><p><b>Safe Alliance &ndash; Client Care Specialist</b></p><p>
The Client Care Specialist at the Shelter supports the agency by providing hope and healing to those impacted by domestic violence and sexual assault by providing administrative support to direct service and leadership staff.</p><p><b>
Responsibilities/Accountabilities</b></p><p>
Client Care</p><p>
Using trauma-informed, client-centered approach:
</p><ul><li>Answer agency phone calls, screen and direct callers as appropriate, provide accurate description of services, and refer to external services as necessary</li><li>
Answer hotline calls -provide assessment, crisis intervention, safety planning, parent support, and education to callers, focusing on needs of entire family.</li><li>
Act with clients in mind and work to meet client needs and expectations to the extent possible.</li><li>
Provide information and referral to community resources to callers as appropriate.</li><li>
As appropriate, assist caller with navigating the criminal justice system as it relates to their victimization by providing information, court preparation, and education, working closely with the Victim Assistance program and Victim Witness Assistant at the DA's Office.</li><li>
Educate client on process to obtain a protective order and coordinate with the Victim Assistance and Legal Representation Program, as appropriate.</li><li>
Gather initial intake information, connect with appropriate staff member</li><li>
Provide crisis intervention services by telephone or in person as necessary including responding to hotline calls</li><li>
Manage behavior within shelter by enforcing structure keeping clients in mind</li><li>
Resolve residential conflict and maintaining a safe environment while keeping clients in mind.</li><li>
Respond to area hospitals to provide rape crisis support as necessary</li></ul><p>
Administration</p><ul><li>
Adhere to Agency procedures concerning Documentation, Critical Incident Reports and Client Satisfaction Surveys and participate in the Quality Assurance Process.</li><li>
Maintain accurate database information by entering required client information</li><li>
Partner with direct care staff to maintain up-to-date client files (may include electronic/physical files)</li><li>
Support office function by handling mail and maintaining supply of current forms</li><li>
Keep client and staff work spaces clean and functioning
</li><li>Maintain up to date inventory of needed supplies for staff and clients.</li><li>
Adhere to agency procedures concerning Documentation, Critical Incident Reports and Client Satisfaction surveys and participate in the Quality Assurance process.
</li><li>Verify and print timecard in a timely manner.</li></ul><p>
Stewardship</p><ul><li>
Support agency mission by participating in agency and community meetings and committees as requested by supervisor.</li><li>
Promote and maintain professional relationships with agency staff, volunteers, and community partners.</li></ul><p>
Professional Development</p><ul><li>
Contribute to quality services by staying informed of developments and trends in the area of child development, parenting, trauma and victimization, especially as it relates to sexual violence, child maltreatment, and intimate partner violence.
</li><li>Maintain and develop skills and knowledge by attending training especially as it relates to victimization and trauma; ensures licensure and certifications are up to date needed for the job.</li></ul><p>
Other</p><ul><li>
Perform other agency duties as assigned by supervisor
</li></ul><p></p><p><b>Agency Competencies:</b></p><ul><li>
Cultural Competence &ndash; cultivates opportunities through diverse people; respects and relates well to people from varied backgrounds, understands diverse worldviews, and is sensitive to group differences; sees diversity as an opportunity, challenges bias and intolerance; understands oppressions that many clients face in the community; ability to apply self-awareness and self-regulation to manage the influence of personal biases and values</li><li>
Communication/Collaboration &ndash; uses effective oral and written communication to clearly convey and receive information and ideas in an engaging manner; demonstrates good listening skills, and invites response and feedback in order to build constructive working relationships with clients, volunteers, other work units and community organizations to meet mutual goals and objectives</li><li>
Continual Learning/Professional Development &ndash; participates in continuing education, training and professional conferences focused on best practices to acquire and/or maintain the technical/professional expertise required to do the job effectively, resulting in the most positive client solutions</li><li>
Quality Work Standards &ndash; motivated to achieve; sets high standards and well-defined, realistic goals for one's self; displays a high level of effort and commitment towards completing assignments in a timely manner with care and thoroughness, checking work for completeness and accuracy</li><li>
Resiliency &ndash; maintains effective performance in stressful environments or when confronted with difficult situations; evaluates conditions to ensure one's own safety and the safety of others; identify and rely upon self-care strategies at home and/or work in order to handle stress in a manner that is acceptable to others and the organization</li></ul><p>
</p><p><b>Position Competencies</b></p><ul><li>
Adaptability
</li><li>Conflict Management
</li><li>Decision Making/Problem Solving
</li><li>Initiative</li><li>
Teamwork</li></ul><p><b>
MINIMUM REQUIREMENTS</b></p><ul><li>
Education: High School Diploma. Bachelor's Degree Preferred.</li><li>
Experience: 1 year administrative or customer service related experience.</li><li>
Experience working in human services field preferred.</li><li>
Experience working with victims preferred.</li><li>
Spanish speaking preferred &ndash; if hired as a Spanish speaking staff member, candidate must be fluent in understanding, speaking, and writing in Spanish.</li></ul><p>
Preferences:</p><ul><li>
Bachelor or Associate's Degree preferred</li><li>
Experience working with victims</li><li>
Experience in human services field</li><li>
Spanish speaking preferred- If hired as a Spanish speaking candidate, employee must be fluent in understanding, speaking, reading, and writing in Spanish</li></ul><p><b>
No calls, emails, or visits please</b>. For immediate consideration, please formally apply online and provide a resume and cover letter.
</p><p>The above statements are intended to describe the general nature and level of work being performed by people assigned this job classification. They are not to be constructed as an all-inclusive list of all duties, skills, and responsibilities of people so assigned. Safe Alliance may still be subject to government mandated vaccine requirements and testing similar to the ones outlined by the OSHA Emergency Temporary Standard. As a condition of employment you must be willing to submit proof of vaccination or submit testing results weekly or as outlined by the agency. Proof of vaccination status must be provided at hiring and/or upon request by the agency.
</p><p>Accommodations: Safe Alliance will engage in an interactive process with employees requesting medical or religious accommodations</p><p><i>
The Agency's policy is to provide equal opportunity in all terms, conditions, and privileges of employment for all qualified applicants and employees without regard to race, color, creed, religion, national origin, sex, age, marital status, disability or veteran status.</i></p></div><p></p>

Client Care Specialist

Western Alliance Bank

<div><p><b>Job Title:</b></p>
Client Care Specialist (Part-time Teller)<p></p><p><b>
Location:</b></p>
La Mesa<p></p><p><b>
What you'll do:</b></p>
As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department&rsquo;s &ldquo;sales, service, and operations&rdquo; philosophy. You'll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners. You'll work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner. As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls. One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate. You'll exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.<ul><li>
Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquires with professionalism, precision and care.</li><li>
Accept ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understand and respond to clients based on the urgency around time-critical situations and escalate issues to engage the appropriate internal resources in a timely manner when necessary.</li><li>
Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adhere to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.</li><li>
Provide support from general navigation to in-depth technical interfaces.</li></ul><p></p><p><b>
What you'll need:
</b></p><ul><li>1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.</li><li>
High school diploma required.</li><li>
Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services.</li><li>
Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.</li><li>
Experience working in a call center or cash handling preferred.</li><li>
Advanced speaking and writing communication skills.</li></ul><p></p>
Compensation: Hourly range for new hires is generally $24.15 - $27.00 for La Mesa, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.<p></p><p><b>
Benefits you&rsquo;ll love:</b><br>
We offer all the important things you'd want &mdash; like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you&rsquo;ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!</p><p></p><p><b>
About the company:</b></p><p>
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands &mdash; Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank &mdash; that remain part of the company&rsquo;s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.</p><p></p><p>
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.</p><p></p><p>
&copy; Western Alliance Bancorporation</p></div>

Client Care Specialist (Part-time Teller)

ibex. Pakistan

<div>
 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.
 <br/>
 <br/>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   O Levels/Matriculation or above
  </li>
  <li>
   Excellent Written and Verbal English communication
  </li>
  <li>
   Proficiency with MS Office (Particularly MS Excel and MS Word)
  </li>
  <li>
   Banking Experience preferred
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Deliver a class apart customer experience as measured by performance objectives and in accordance of the core values of our client
  </li>
  <li>
   Assist customers with their items purchased through ecommerce website
  </li>
  <li>
   Convey interest in each customer through their words with courtesy, attention, a friendly and caring image
  </li>
  <li>
   Providing alternatives to products/items, which are not available on the ecommerce website
  </li>
  <li>
   Follow standard processes and procedures when it comes to providing the resolution
  </li>
  <li>
   Staying up to date with latest updates on system information, process changes and future updates
  </li>
 </ul>
</div>


Customer Services Specialist

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