client specialist

Bitunix

About the job VIP Client Specialist Overview We are seeking a highly skilled VIP Client Manager with strong expertise in cryptocurrency markets and trading to manage and grow relationships with our high-value clients. This role requires deep knowledge of crypto trading strategies, market dynamics, and digital asset management to provide world-class service and tailored investment guidance. The VIP Client Manager will serve as the trusted advisor and primary contact for our VIP clients, ensuring About the job VIP Client Specialist Overview We are seeking a highly skilled VIP Client Manager with strong expertise in cryptocurrency markets and trading to manage and grow relationships with our high-value clients. This role requires deep knowledge of crypto trading strategies, market dynamics, and digital asset management to provide world-class service and tailored investment guidance. The VIP Client Manager will serve as the trusted advisor and primary contact for our VIP clients, ensuring their needs are met with discretion, accuracy, and exceptional professionalism. Key Responsibilities VIP Client Relationship Management Act as the primary point of contact for VIP/high-net-worth clients, building trust and long-term loyalty. Deliver personalized support and strategic advice on crypto markets and trading opportunities. Anticipate client needs and proactively offer tailored insights, solutions, and services. Crypto Trading Expertise Provide market updates, trading strategies, and risk management recommendations. Support clients with portfolio diversification, liquidity management, and trade execution. Stay ahead of market trends, blockchain innovations, and regulatory changes to guide clients effectively. Strategic Account Growth Identify opportunities for upselling and cross-selling products/services within the crypto ecosystem. Collaborate with product, trading, and research teams to deliver seamless, high-value client solutions. Develop customized growth strategies for VIP clients based on their trading behavior and goals. Service Excellence &amp; Support Ensure quick resolution of issues, escalations, and trade-related queries. Maintain the highest level of professionalism, discretion, and compliance in all client interactions. Provide 24/7 availability to key clients, ensuring premium service levels. Performance Tracking &amp; Reporting Monitor client portfolios, engagement, and satisfaction metrics. Prepare regular trading performance and market insight reports for clients. Share client feedback with internal teams to improve offerings and services. Qualifications Bachelors degree in Finance, Economics, Business, or related field (Masters preferred). 5+ years of experience in client relationship management, with at least 3 years in cryptocurrency trading, digital assets, or financial markets. Strong knowledge of crypto exchanges, DeFi, NFTs, and blockchain technology. Proven track record in managing high-value portfolios and VIP/High Net Worth clients. Expertise in trading strategies, risk management, and technical/market analysis. Familiarity with global crypto regulations and compliance standards. Excellent communication, negotiation, and interpersonal skills. High integrity, discretion, and ability to work under pressure.

VIP Client Specialist

StudyWise/ The Migration

Job descriptionThe Client Calling representative will be responsible for managing communication and scheduling between clients and skilled Visa Expert. This role will focus on contacting clients, arranging consultations, and supporting immigration advisors by ensuring that all necessary appointments and documentation are prepared in advance. The representative will also provide excellent customer service by addressing client inquiries and ensuring a smooth immigration advisory process.Key Responsibilities:<ul><li>Contact clients &amp; schedule consultations with Visa Experts based on client needs and availability.</li><li>Engage potential clients, answer basic questions about immigration services.</li><li>Serve as the first point of contact for clients seeking skilled immigration advice.</li><li>Assist clients in preparing for their meetings with Visa Experts by providing details on necessary documents, timelines, and expectations.</li><li>Relay client-specific information to advisors and ensure that the advisors are well prepared for each meeting.</li><li>Maintain open communication between clients and advisors to ensure effective and timely service delivery.</li><li>Provide a high level of customer service, addressing client concerns and questions with professionalism and empathy.</li><li>Follow up with clients post-appointment to ensure they have the information and support needed for the next steps.</li></ul>Requirements<ul><li>Education: A bachelor&rsquo;s degree in sales, marketing, or relevant field</li><li>Experience:</li><li>0-1 year of experience in a client-facing role (e.g., customer service, or Client calling)</li><li>Previous experience in immigration is a plus but not required.</li><li>Skills &amp; Competencies:</li><li>Strong communication and interpersonal skills.</li><li>Excellent organizational and time-management abilities.</li><li>Ability to handle multiple tasks and manage conflicting priorities.</li><li>Basic understanding of skilled immigration processes and requirements is advantageous.</li></ul>Benefits<ul><li>Opportunity to work in a fast-paced and dynamic environment.</li><li>Make a real impact on the company's growth and success.</li><li>Be part of a collaborative and supportive team.</li><li>Personal Loans</li><li>Free online doctor consultations</li><li>Monthly engagement activities</li></ul>Job Type: Full-timePay: Rs50,000.00 - Rs60,000.00 per monthApplication Question(s):<ul><li>Are you from Lahore?</li></ul>Work Location: In person

Client Calling Specialist

1974

Client Support Specialist &ndash; Law Offices of Laura Croft | Timeless Estate PlanningLocation: Burlingame, CA (In-Office) Position Type: Full-Time Compensation: $25/hour + benefits Start Date: ImmediateAbout UsAt The Law Offices of Laura Croft we help families protect what matters most &mdash; their loved ones, their legacies, and their peace of mind. Our boutique law firm blends compassion and precision to create estate plans that work in real life, not just on paper. We&rsquo;re looking for a warm, detail-oriented Customer Support Specialist to join our team and be the first friendly face our clients meet on their journey toward clarity and protection.What You&rsquo;ll DoAs our Client Support Specialist, you&rsquo;ll guide prospective clients through the first steps of their estate planning journey and ensure they feel supported every step of the way. You&rsquo;ll handle communication, scheduling, and coordination between clients and our legal team, ensuring a seamless and caring experience from first contact to signed documents.In this role, you will:<ul><li>Serve as the first point of contact for new clients &mdash; welcoming them, explaining next steps, and helping them feel at ease.</li><li>Conduct and manage introductory calls with potential clients, listening for their goals and connecting them to the right planning session.</li><li>Follow up with clients who are mid-process to keep their plans on track and ensure no one slips through the cracks.</li><li>Coordinate with attorneys and the legal team to support client meetings, ensure documentation is ready, and manage appointment logistics.</li><li>Maintain accurate client notes and timelines within our internal systems to keep communication flowing across the team.</li><li>Identify opportunities to improve client experiences and proactively share ideas that make our firm even better.</li></ul>What You BringYou&rsquo;re the type of person who blends heart with structure &mdash; a people person who also loves checklists and details. You have strong communication skills, a calm presence, and a natural sense of follow-through. You are patient, good at managing deadlines, and genuinely enjoy helping people. Most importantly, you care deeply about helping families feel seen and supported.Ideal Skills and Qualities:<ul><li>Exceptional communication skills (verbal and written) &mdash; warm, clear, and professional</li><li>Empathy and discretion when handling sensitive family or financial information</li><li>Organizational mastery &mdash; able to manage multiple clients, tasks, and timelines simultaneously</li><li>Tech-savvy, comfortable working with CRM systems, scheduling tools, and internal communication platforms (Slack, Google Workspace, etc.)</li><li>Follow-through and reliability &mdash; you don&rsquo;t let things fall through the cracks</li><li>Problem-solving mindset &mdash; proactive in identifying challenges and offering thoughtful solutions</li><li>Team-oriented attitude &mdash; works collaboratively and keeps colleagues informed</li><li>A minimum of 1-2 years of experience in client service, sales coordination, or professional services</li><li>California Notary Certification is a plus (or willingness to obtain certification)</li></ul>Why You&rsquo;ll Love Working With Us<ul><li>You&rsquo;ll be part of a mission-driven firm that truly cares about families and their future.</li><li>You&rsquo;ll work in a collaborative, growth-minded team that values both excellence and empathy.</li><li>You&rsquo;ll have opportunities to learn about estate planning and personal development while contributing to meaningful client outcomes.</li><li>You&rsquo;ll join a culture that believes in inspired growth, integrity, respect, and excellence in care.</li></ul>Job Type: Full-timePay: From $25.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li></ul>Experience:<ul><li>Customer Service: 1 year (Required)</li></ul>License/Certification:<ul><li>Driver's License (Preferred)</li></ul>Ability to Relocate:<ul><li>Burlingame, CA 94010: Relocate before starting work (Required)</li></ul>Work Location: In person

Client Support Specialist

Community State Bank of Avilla, Indiana

<div><div>Community State Bank is seeking a Full-Time Client Service Specialist (approx. 36-40 hours per week) to join our dynamic Retail Banking team at our Avilla, Indiana branch. Candidates must have availability to work Monday through Friday from 8am to 5:30pm and Saturdays from 8am to 12:30pm. Starting pay for this position is $17.00 per hour with training provided to advance within the role/department. 
 
Job Title: Client Service Specialist 
Reports To: Client Service Manager 
Supervises: None 
Division: Retail 
FLSA Classification: Non-Exempt 
Pay Rate: Hourly 
 
Position Purpose: The Client Service Specialist (CSS) position is a front-line (teller) position. The CSS position will be responsible for providing exceptional client service while handling front-line banking transactions and inquiries, as well as offering products and services to clients to fulfill their financial needs. 
 
Job Requirements 
Education: A high school diploma or equivalent required. 
 
Experience: Prior customer service and cash handling experience is helpful. A minimum of 1-2 (one to two) years of Retail banking experience is preferred but not required. 
 
Skills: Professional verbal and written communication skills; ability to type at least 40 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed. 
 
Essential duties include, but are not limited to: 
CSB Cultural Expectations</div>
<ul><li>Commit to learning, integrating, and modeling CSB&rsquo;s &lsquo;I CREATE&rsquo; core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality</li>
<li>Align to bank-wide vision, mission, and business objectives</li>
<li>Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies</li>
</ul>
<div> 
General Job Duties</div>
<ul><li>Practice an exceptional standard of client service/hospitality</li>
<li>Maintain a &ldquo;client first&rdquo; approach for both external and internal customers</li>
<li>Create an observably positive experience for clients</li>
<li>Work with teammates to create a collaborative environment in serving the customer</li>
<li>Support and celebrate teammates&rsquo; growth</li>
<li>Adhere to schedule (timeliness)</li>
<li>Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement</li>
<li>Be willing to ask questions in order to balance the risk to the bank and meeting customer needs</li>
<li>Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance</li>
<li>Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues</li>
<li>Exhibit a willingness to ask for help when necessary and offer it when needed</li>
<li>Accurately and efficiently perform all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Know and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
</ul><div>Physical Demands</div>
<ul><li>Frequent sedentary work that primarily involves sitting/standing for extended periods</li>
<li>Frequent repetitive motions that include the hands and/or fingers</li>
<li>Constant reaching with hands and arms</li>
<li>Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone</li>
<li>Constant written and verbal communication with others to exchange information</li>
<li>Constant state of awake and alertness</li>
<li>Occasional stooping, kneeling, or crouching</li>
<li>Frequently speaking and listening to coworkers and clients both in person and on the phone</li>
<li>Constant in-person attendance at job site</li>
<li>Occasional travel to a branch or client location</li>
<li>Occasional lifting of up to 30 pounds</li>
<li>Occasional exposure to adverse weather conditions</li>
<li>Constant exposure to moderate office noise levels in a group setting</li>
</ul>
<div> 
Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</div></div>

Client Service Specialist

GODO

We are looking for a Client Support Specialist to join our team. The ideal candidate will have at least 3 years of experience in client support, excellent communication skills in Hindi , Arabic and English, and a strong ability to handle customer inquiries professionally and efficiently.

 Key Responsibilities: 

<ul>
 <li>Assist clients with inquiries, concerns, and issue resolution in a timely manner.</li>
 <li>Provide excellent customer service via phone, email, and chat.</li>
 <li>Maintain a high level of client satisfaction by addressing their needs effectively.</li>
 <li>Collaborate with internal teams to ensure seamless client support.</li>
 <li>Keep accurate records of customer interactions and feedback.</li>
 <li>Stay updated on company products and services to provide accurate information.</li>
</ul>

 Requirements: 

<ul>
 <li>Assist clients with inquiries, concerns, and issue resolution in a timely manner.</li>
 <li>Provide excellent customer service via phone, email, and chat.</li>
 <li>Maintain a high level of client satisfaction by addressing their needs effectively.</li>
 <li>Collaborate with internal teams to ensure seamless client support.</li>
 <li>Keep accurate records of customer interactions and feedback.</li>
 <li>Stay updated on company products and services to provide accurate information.</li>
</ul>

 What We Offer: 

<ul>
 <li> up to 5k salary based on experience.</li>
 <li> Additional benefits as per UAE labor law.</li>
 <li>A dynamic and supportive work environment.</li></ul>

Ventura Law

About Ventura LawFounded in 1957, Ventura Law is an established and growing law firm dedicated to providing exceptional legal support, compassionate client service, and a collaborative team environment. We are seeking a Client Intake Specialist to join our team in our Danbury, CT office. This position plays a vital role in welcoming new clients, supporting them through challenging times, and ensuring they receive the care and attention they deserve from their first interaction with our firm.About the RoleAre you bilingual (Spanish or Portuguese) and passionate about helping people? Do you have a knack for connecting with others over the phone, listening carefully, and gathering important details? Do you take pride in giving clients a positive experience and making them feel understood and supported? If so, this may be the perfect opportunity for you.As a Client Intake Specialist, you will be the first point of contact for potential clients. You&rsquo;ll speak with individuals facing difficult situations, help assess their needs, and ensure they receive timely and accurate support. This position requires empathy, attention to detail, and strong organizational skills in a fast-paced environment.Key Responsibilities<ul><li>Conduct intake screenings for potential clients.</li><li>Gather, document, and input client information into the firm&rsquo;s case management system.</li><li>Prepare and send letters to potential clients for cases that will not be retained.</li><li>Assist with Personal Injury Case Intake follow-up, including requesting and tracking police reports and Freedom of Information Act (FOIA) requests.</li><li>Communicate professionally and compassionately with clients, attorneys, and other staff.</li><li>Manage multiple priorities and deadlines with accuracy and efficiency.</li><li>Maintain confidentiality and uphold Ventura Law&rsquo;s standards of service and professionalism.</li></ul>Qualifications<ul><li>Bilingual required: Portuguese or Spanish</li><li>Excellent verbal and written communication skills.</li><li>Strong attention to detail, organization, and follow-through.</li><li>Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).</li><li>Ability to identify, analyze, and solve problems within scope of responsibilities.</li><li>Ability to adapt to changing work environments, priorities, and management styles.</li><li>Team-oriented mindset with a positive and professional attitude.</li></ul>Equal Employment OpportunityVentura Law is proud to be an equal opportunity employer. We recruit, hire, train, and promote without regard to race, color, religion, sex (including pregnancy and gender identity), sexual orientation, national origin, age, disability, genetic information, marital status, or any other protected class under federal, state, or local law.Job Type: Full-timePay: From $19.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>Continuing education credits</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish (Required)</li><li>Portuguese (Preferred)</li></ul>Ability to Commute:<ul><li>Danbury, CT 06810 (Required)</li></ul>Work Location: In person

Client Intake Specialist

Jones Law Firm PC

About UsJones Law Firm, P.C. is one of Colorado&rsquo;s premier family law firms, known for excellence, integrity, and a client-first approach. For more than 25 years, we&rsquo;ve helped families navigate life&rsquo;s most challenging transitions with clarity and compassion. Our team of attorneys, paralegals, and client service professionals work together in a collaborative, fast-paced environment that values precision, professionalism, and heart.We&rsquo;re growing quickly and are looking for an Intake Specialist who embodies warmth, empathy, and attention to detail. You&rsquo;ll play an important role in helping prospective clients take their first step toward resolving their legal matters.The OpportunityWe are seeking a professional and detail-oriented Intake Specialist to be the first point of contact for individuals reaching out to our firm. This position plays a key role in identifying potential new clients (PNCs) who are a good fit for our legal services and ensuring a smooth, efficient intake process from first contact through consultation scheduling.What You&rsquo;ll Do<ul><li>Screen and Pre-Qualify Leads</li><li>Explain the Firm&rsquo;s Process for Intake and Engagement</li><li>Initiate the Pre-Engagement Glidepath</li><li>Capture information in the Contact Relationship Management (CRM) System and Lead Tracker spreadsheet</li><li>Follow up with PNCs the do not schedule or attend an initial consultation</li><li>Prepare New Client Welcome Packets for PNCs who engage the Firm</li></ul>You&rsquo;ll Excel in This Role If You Are<ul><li>Professional, polished, and empathetic.</li><li>An excellent communicator who enjoys helping people and solving problems.</li><li>Detail-oriented with strong organizational skills.</li><li>Comfortable with technology and quick to learn new tools.</li><li>Energized by a fast-paced, mission-driven environment.</li></ul>Qualifications<ul><li>Associate&rsquo;s Degree, or equivalent work experience, required</li><li>Customer Service experience, required.</li><li>Experience working in a law firm is an asset.</li><li>Real life experience and a few &ldquo;battle scars&rdquo; to give you empathy and understanding is an asset.</li></ul>Why Join Jones Law Firm<ul><li>Collaborative, high-performing team culture.</li><li>Meaningful work that directly impacts families in our community.</li><li>Opportunity to grow within a respected and expanding firm.</li><li>Beautiful new office in Greenwood Village with on-site amenities.</li></ul>Job Type: Full-timePay: $23.00 - $25.00 per hourExpected hours: No less than 40 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Phone etiquette: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Greenwood Village, CO 80111 (Required)</li></ul>Work Location: Hybrid remote in Greenwood Village, CO 80111

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