client services specialist

Emirates NBD

<div>Job Overview:
As a Specialist in Private Banking Services you will be responsible for supporting Relationship Managers and their clients. You will be responsible for handling all client requests pertaining to basic banking products and services. 
 
Key Responsibilities:
<ul><li>Support Relationship Managers (1-2) in the day-to-day management of client relationships
</li><li>Manage client&rsquo;s accounts and execute Basic Banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, account opening, maintenance, closure etc.)
</li><li>Coordinate with Operations, Credit, Compliance, legal and other relevant departments to support the RM&rsquo;s to execute client instructions
</li><li>Exercise appropriate checks and controls as per Bank&rsquo;s policies under the Lead&rsquo;s supervision
</li><li>Communicate directly with the client on operational matters and for call back confirmations.
</li><li>Ensure Client Confidentiality and related processes
</li><li>Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records
</li><li>Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the Lead&rsquo;s supervision
</li><li>Assist other (senior) team members as and when required
</li><li>Attend to service requests and ensure every query is addressed in given timeline.
</li><li>Raise Service Requests to other departments and follow up on the progress.
</li><li>Placing trade orders on Moxy for buy &amp; sell of investment instruments.
</li><li>Coordinate with investment advisors on clarification regarding investment transactions.
</li><li>Back up colleagues as and when required.
</li><li>Assist RMs with annual review &ndash; collection of documents and tracking to relevant departments and follow up on completion.
</li>Sending transaction copies for archival. 
<li>
 
</li></ul>Skills and Experience
<ul><li>Advanced knowledge of Basic Banking products &amp; services as well as associated operational processes
</li><li>Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures.
</li><li>Experience in the framework and business etiquette in MENA markets.
</li><li>Experience in a customer care / service environment
</li>Minimum 1-2 years related work experience 
<li>
</li></ul><div>There&rsquo;s never been a better time to join Emirates NBD.
</div><div>We&rsquo;re one of the region&rsquo;s most recognisable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits. 
</div><div></div><div>At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.</div></div>

Specialist - Private Banking Services (UAE Nationals)

Travel Planning Careers

<div>
 
 
 Position Overview
 
 
 
 
 We are seeking a detail-oriented and organized
 
 Booking Coordination Specialist
 
 to assist with managing reservations and coordinating client booking requests. This role focuses on ensuring all booking details are handled accurately, timelines are met, and clients receive a smooth and efficient experience.
 
 
 This is a fully remote position ideal for individuals who are organized, responsive, and comfortable working in a structured, client-focused environment.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Coordinate booking requests, reservations, and scheduling details
 </li>
 <li>
 Review and verify booking information for accuracy and completeness
 </li>
 <li>
 Communicate confirmations, updates, and follow-ups with clients
 </li>
 <li>
 Maintain organized records of bookings and client interactions
 </li>
 <li>
 Monitor timelines to ensure all arrangements are completed on schedule
 </li>
 <li>
 Support a seamless and efficient booking coordination process
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong organizational and multitasking skills
 </li>
 <li>
 Excellent communication and customer service abilities
 </li>
 <li>
 Ability to work independently in a remote environment
 </li>
 <li>
 Detail-oriented with strong follow-through
 </li>
 <li>
 Comfortable using email, online systems, and scheduling tools
 
 
 
 </li>
 </ul>
 
 Preferred (Not Required)
 
 
 
 <ul>
 <li>
 Experience in coordination, customer service, or administrative roles
 </li>
 <li>
 Interest in travel, hospitality, or service-based industries
 
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Flexible remote work environment
 </li>
 <li>
 Structured onboarding and ongoing support
 </li>
 <li>
 Opportunities for growth and advancement based on performance
 </li>
 <li>
 Supportive and collaborative team environment
 
 
 
 </li>
 </ul>
 
 
 Work Environment
 
 
 
 
 This is a remote role requiring a reliable internet connection and the ability to stay organized and productive in a virtual workspace.
 
 
 
 
 Apply Today
 
 
 
 
 If you enjoy coordinating bookings, managing details, and supporting a positive client experience, we encourage you to apply.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Remote | Booking Coordination Specialist | No Experience Needed

Hyva

<div>
 
 About The Role
 
 
 
 The Customer Service Specialist provides logistic, administrative and financial support for completion of sales orders and
 
 
 regularly communications with new and existing customers to provide sales, meet revenue targets and provide a superior level of customer satisfaction.
 
 
 Key Responsibilites
 
 
 <ul>
 <li>
 Provide customer service and conduct sales with new and existing customers via telephone;
 </li>
 <li>
 Support the dealers in regard to technical questions;
 </li>
 <li>
 Make agreements in regard to prices and delivery conditions;
 </li>
 <li>
 Create and send quotations and agreements in line with Hyva&rsquo;s price policies, ensuring proper follow up;
 </li>
 <li>
 Ensure correct administrative completions of sales orders, such as the processing in the ERP system;
 </li>
 <li>
 Ensures correct provision of information in regard to sales orders for invoicing, taking into account particulars;
 </li>
 <li>
 Monitor the delivery times and inform the customer;
 </li>
 <li>
 Maintain contact with the client, such as providing product and price information;
 </li>
 <li>
 Respond to complaints, ensuring provision of information to After Sales if necessary and following up on solutions;
 </li>
 <li>
 Perform commercial activities focused on sales to attract new customers;
 </li>
 <li>
 Maintain contact with the customers;
 </li>
 <li>
 Analyze external market and competition;
 </li>
 <li>
 Work in conjunction with Finance department in regard to late payments and delivery stoppage.
 
 
 </li>
 </ul>
 Role Requirements
 
 
 <ul>
 <li>
 Very good command of English language (both spoken and written)
 </li>
 <li>
 Excellent verbal and written skills with a consultative sales approach.
 </li>
 <li>
 Basic understanding of technology or strong interest in learning.
 </li>
 <li>
 BA degree in business related field will be an asset
 
 
 </li>
 </ul>
 
 Your Location:
 
 
 
 Dubai
 
 
 
 Diversity, Equity &amp; Inclusion (DEI)
 
 
 
 We are an inclusive employer that welcomes all backgrounds, perspectives, and experiences. Regardless of your origin, gender, age, sexual orientation, beliefs, disability, or political views, we value diversity and believe that unique perspectives drive innovation and success.
 
 
 
 
 
 
 Join us and be part of a team where everyone belongs!
 
 
</div>

Customer Service Specialist

ibex. Pakistan

<div>
 The Technical Support Specialist within the Operations department will provide solutions to technical problems and claim resolution to customers by performing a diagnosis of the issue while guiding customers through the claim filing process that gives them a resolution via phone call. The Support will also be assisting customers with other queries/concerns and providing an accurate resolution as per the defined processes. We are looking for people who have a flare in dealing with international customers, but above that, we care more about personality, passion, and work ethic. A sense of humor helps a lot too!
 
 
 
 Qualifications
 
 
 
 Job Specifications
 
 
 <ul>
 <li>
 O Levels/Intermediate or above
 </li>
 <li>
 Excellent Written and Verbal English communication
 </li>
 <li>
 Proficiency with MS Office (Particularly MS Excel and MS Word)
 
 
 </li>
 </ul>
 
 Why should you join us?
 
 
 
 
 Skills
 
 
 
 You want to work in a place where you can give your best effort and improve on your skills. You have empathy and can place yourself into the shoes of the people you interact with. You have a sense of humor, and know when it's appropriate to use it! You have superb verbal English communication skills with a U.S or UK accent. You are able to take your thoughts and put them together in an easy to understand language. You're able to convey your messages in a friendly, accurate, and jargon-free way. Other competencies we are looking for:
 
 
 <ul>
 <li>
 Critical Thinking
 </li>
 <li>
 Time Management
 </li>
 <li>
 Specialist Focus
 </li>
 <li>
 Organizing
 </li>
 <li>
 Priority Setting
 </li>
 <li>
 Problem Solving
 </li>
 <li>
 Professional Composure
 
 
 </li>
 </ul>
 
 Perks Of Being An Ibexian
 
 
 
 <ul>
 <li>
 Medical Insurance &amp; OPD
 </li>
 <li>
 Provident Fund with investment options
 </li>
 <li>
 Leave Encashment
 </li>
 <li>
 Annual leaves
 </li>
 <li>
 On job training
 </li>
 <li>
 Two days off in a week
 </li>
 <li>
 Ergonomic furniture and infrastructure
 </li>
 <li>
 Referral Rewards
 </li>
 <li>
 Annual Increment
 </li>
 <li>
 Conveyance facility
 </li>
 <li>
 Loan facility
 </li>
 <li>
 Employee Appreciation programs
 
 
 </li>
 </ul>
 The salary for this position will be up to Rs. 100,000/ month. It's worth noting, we pay very well for this role, and in general. We hire great people that do great work and are deserving of appreciation and rewards. But, this has nothing to do with your past experience and credentials. The only thing that matters to us is the work you'll do with us, and the value you'll add to our team.
 
 
 
 What You Can Expect After Applying?
 
 
 
 Once you've applied, sit back, and relax while we get to work on our side! You can expect to hear back from us within 3 working days. Our recruitment team will call you up on the provided contact number for initial screening. Good luck!
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Provide assistance to customers with the claim filing process, including approving and denying claims via phone call
 </li>
 <li>
 Maintain the highest level of service through dealing with customers in a friendly, efficient, and an attentive manner
 </li>
 <li>
 Deliver a class apart customer experience as measured by performance objectives and maintain the core values of our client
 </li>
 <li>
 Maintain swift responses to customers through phone call
 </li>
 <li>
 Perform successful troubleshoot on customers&rsquo; products and provide accurate and efficient resolutions
 </li>
 <li>
 Explain to customers the complex technical concepts in a simple and easy-to-understand manner to provide troubleshooting help, which will assist them in following your guidance to resolve a technical issue
 </li>
 <li>
 Stay up to date by researching similar product symptoms to provide accurate solutions
 </li>
 <li>
 Ensure compliance with all company policies, procedures, and practices
 </li>
 </ul>
</div>

Customer Services Specialist

<div>
 
 About The Role
 
 
 Aisle &amp; Abroad is seeking a Remote Customer Experience Associate to support client communication, scheduling, and coordination for weddings, events, and destination experiences.
 
 
 This role focuses on creating a smooth and positive experience for clients by assisting with organization, communication, and planning support. It is ideal for individuals who enjoy working with people, staying organized, and contributing to meaningful and well-executed experiences.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Communicate with clients via email and online platforms
 </li>
 <li>
 Support scheduling, appointments, and coordination of client timelines
 </li>
 <li>
 Assist with organizing event and experience details
 </li>
 <li>
 Maintain accurate and organized client records
 </li>
 <li>
 Provide general support to ensure a seamless client experience
 </li>
 <li>
 Collaborate with team members to support daily operations
 
 
 
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Strong communication and organizational skills
 </li>
 <li>
 Detail-oriented with the ability to manage multiple tasks
 </li>
 <li>
 Professional and client-focused mindset
 </li>
 <li>
 Comfortable working independently in a remote environment
 </li>
 <li>
 Basic proficiency with online tools and communication platforms
 
 
 
 
 
 </li>
 </ul>
 
 Work Environment
 
 
 
 <ul>
 <li>
 Fully remote position
 </li>
 <li>
 Flexible work structure
 </li>
 <li>
 Supportive and collaborative team environment
 </li>
 <li>
 Training and resources provided
 
 
 
 
 
 </li>
 </ul>
 
 About Aisle &amp; Abroad
 
 
 Aisle &amp; Abroad is a wedding, event, and destination experience studio focused on creating meaningful celebrations and curated journeys. We support clients with weddings, events, honeymoons, and milestone experiences through thoughtful planning and personalized service.
 
 
 
 This role is ideal for individuals interested in client services, events, and flexible remote work environments.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Entry Level | Customer Experience Associate | Online

Everything Counts LLC

Client Services LeadWe are looking for a Client Services Lead who enjoys building trusted client relationships as much as solving accounting challenges.Salary: $75,000 - $85,000 per yearLocation: Remote, preference will be given to candidates located in the Tucson metropolitan area.Schedule: Full-time, 35 hours per week averageAbout EverythingCountsAt EverythingCounts, we believe accounting should create clarity, confidence, and forward momentum.We intentionally operate differently than many accounting firms. We focus on sustainable workloads, meaningful client relationships, and helping our team members build rewarding long-term careers. We believe great work happens when people have the space to do their jobs well.What You'll DoAs a Client Services Lead, you will serve as the primary point of contact for assigned clients while ensuring engagements are accurate, timely, and aligned with firm standards.Responsibilities include:<ul><li>Managing client relationships and serving as the primary client contact</li><li>Explaining financial statements clearly and confidently</li><li>Overseeing both simple and complex accounting engagements</li><li>Applying accrual-basis, GAAP accounting principles</li><li>Reviewing financial information for accuracy and completeness</li><li>Preparing and filing TPT returns and 1099s</li><li>Leading onboarding for new clients</li><li>Supporting workflow management for assigned engagements</li><li>Providing technical guidance and training to other staff</li><li>Assisting with development and refinement of internal processes and SOPs</li><li>Contributing to proposals and scope discussions</li></ul>A significant portion of our client base consists of nonprofit organizations. Experience with nonprofit accounting, grant tracking, restricted funds, and board reporting is highly valued.What We're Looking ForRequired:<ul><li>4-7 years of progressive accounting experience</li><li>Strong understanding of accrual-basis, GAAP accounting</li><li>Experience managing client relationships</li><li>Excellent communication skills</li><li>Ability to work independently in a remote environment</li><li>Strong organizational and problem-solving abilities</li></ul>Preferred:<ul><li>Public accounting experience</li><li>Experience working in a multi-client environment</li><li>QuickBooks Online experience</li><li>Nonprofit accounting experience</li><li>Experience with grant tracking and restricted funds</li></ul>A degree is not required if you can demonstrate strong accounting knowledge and client leadership experience.Why Join EverythingCounts?Our values guide how we work with both clients and each other:Humans First &ndash; We lead with people, not just numbers. We recognize that finances carry emotion&mdash;stress, excitement, uncertainty&mdash;and we create space for all of it. We communicate in plain language, avoiding jargon, and focus on helping clients truly understand their financial position.Integrity &ndash; We are committed to delivering consistent, high-quality work our clients can rely on. While perfection isn&rsquo;t the goal, integrity always is. We take ownership of our work, communicate proactively, and follow through on our commitments.Courage &ndash; We are committed to delivering consistent, high-quality work our clients can rely on. While perfection isn&rsquo;t the goal, integrity always is. We take ownership of our work, communicate proactively, and follow through on our commitments.Authenticity &ndash; We create an environment where people can show up as themselves. While we maintain a professional standard, we don&rsquo;t expect anyone &ndash; team or client &ndash; to fit into a rigid mold. Authenticity builds stronger relationships, better communication, and a more meaningful experience for everyone involved.Benefits<ul><li>Salary range of $75,000-$85,000, exempt</li><li>Remote work environment, preference will be given to candidates located in the Tucson metropolitan area.</li><li>35-hour work week</li><li>Medical, dental, and vision benefits</li><li>Simple Plan with 100% match up to 3%. Immediate vesting</li><li>Paid time off, holidays and sick leave</li><li>Professional development opportunities</li><li>Supportive and collaborative team culture</li></ul>If you're looking for an opportunity to combine accounting expertise, client leadership, and meaningful work, we'd love to hear from you.Job Type: Full-timePay: $75,000.00 - $85,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Describe your experience with accrual-basis accounting and managing multiple client relationships simultaneously.</li></ul>Experience:<ul><li>Accrual accounting: 4 years (Required)</li></ul>Work Location: Hybrid remote in Tucson, AZ 85711

Client Services Lead

Bank of Bird-In-Hand

<div><div>Bank of Bird-in-Hand is built on integrity, excellence, and teamwork. If you identify with these values and are looking for a career where you can put them into practice, consider applying to one of our open positions. 
 
When you join the Bank of Bird-in-Hand team, you&rsquo;ll be appreciated and celebrated for who you are every day.</div>
<div></div><div>Bank of Bird-in-Hand is actively seeking a Customer Care Specialist to join our team in Paradise, PA. This position is responsible for day-to-day concierge service for consumer and business customers. 
</div><div>Responsibilities:</div>
<ul><li>Receive, investigate, and respond to customer inquiries regarding products, services, and issues via all channels through which customers are served.</li>
<li>Document customer interactions and completes service requests to minimize customer effort or additional action.</li>
<li>Keep clear records of all conversations in the call center database.</li>
<li>Support Retail Branch Staff and Business Development Officers by serving as a primary point of contact with both retail and business customers acting on behalf of the Deposit Growth Team and Customer Care Team when appropriate and within scope of authority.</li>
<li>Collaborate with internal departments to optimize customer service.</li>
<li>Utilize resources and systems to conduct research and present the customer with a resolution.</li>
<li>Adhere to performance metrics and quality standards and make outbound calls to customers as needed.</li>
<li>Assist customers with Cash Management products and services as needed. (BillPay, ACH, Wires, RDC).</li>
<li>Establish and maintain appropriate files and records.</li>
<li>Process and enter ICS transactions as needed.</li>
<li>Process remote wires requests as needed.</li>
<li>Perform other duties as required.</li></ul> 
<div></div><div>Preferred Skills:</div>
<ul><li>Previous call center experience helpful.</li>
<li>Previous CRM (Salesforce, Synapsys) applications helpful.</li>
<li>Customer centric mindset.</li>
<li>Superior communication skills, both written and oral.</li>
<li>Excellent interpersonal and customer service abilities.</li>
<li>High attention to detail.</li>
<li>Knowledge of Jack Henry products/services experience helpful.</li>
<li>Knowledge of Cash Management/Treasury products and services helpful.</li>
</ul>
<div></div><div>Qualifications:</div>
<ul><li>High School diploma or equivalent. Associate degree or higher preferred.</li>
<li>One to two years&rsquo; banking experience required.</li>
</ul>
<div></div><div>Here at Bank of Bird-in-Hand, we have a comprehensive benefit package for those who qualify. Below are the range of benefits we offer to meet the needs of our employees:</div>
<ul><li>Competitive Medical, Dental, Vision Coverage</li>
<li>401(k) Retirement Plan with 4% Match</li>
<li>Company Paid Life, STD, and LTD</li>
<li>Health Savings Account (HSA) &amp; Flexible Spending Account (FSA) options</li>
</ul><ul><li>Paid Time Off (PTO), Volunteer Time Off (VTO), and Birthday PTO</li>
<li>12 Paid Holidays</li>
<li>Tuition Reimbursement</li>
<li>Company Events and Picnics</li>
</ul>
<div></div><div>Equal Opportunity Employer</div>
<div>No employee or applicant for employment will be discriminated against because of race, color, religion, sex, national origin, disability, military and/or veteran status, or any other Federal or State legally protected classes.</div></div>

Customer Care Specialist

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