client success specialist

Pest-SOS

Job Summary We are seeking a dynamic and proactive Client Success Specialist to join our team and drive exceptional client experiences. In this role, you will serve as the primary point of contact for our clients, ensuring their needs are met with enthusiasm and professionalism. Your focus will be on fostering strong relationships, understanding client goals, and delivering tailored solutions that maximize satisfaction and retention. This position offers an exciting opportunity to work within a fast-paced environment where your communication skills and strategic mindset will make a meaningful impact on client success.Responsibilities<ul><li>Build and nurture long-term relationships with clients through regular communication and personalized support</li><li>Manage client accounts using tools to track interactions, preferences, and engagement metrics</li><li>Collaborate with sales, marketing, and product teams to ensure clients receive optimal solutions aligned with their business objectives</li><li>Assist clients in onboarding processes, providing training and resources to maximize platform utilization</li><li>Analyze client data to identify opportunities for growth, upselling, or renewal strategies based on customer needs and market trends</li><li>Address client inquiries promptly via phone, email, or virtual meetings, delivering exceptional customer service at every touchpoint</li><li>Support project management initiatives by coordinating timelines, deliverables, and stakeholder communication to ensure seamless execution of client projects</li></ul>Qualifications<ul><li>Proven experience in account management or customer success roles</li><li>Strong project management skills with the ability to juggle multiple priorities efficiently</li><li>Familiarity with CRM platforms for tracking client interactions and data analysis</li><li>Excellent communication skills&mdash;both verbal and written&mdash;with the ability to convey complex information clearly and persuasively</li><li>Knowledge of sales processes, customer relationship management strategies, and marketing principles</li><li>Analytical mindset with the ability to interpret data insights for strategic decision-making</li><li>Demonstrated ability to deliver outstanding customer service while maintaining professionalism under pressure</li></ul>Join us if you&rsquo;re passionate about creating positive client experiences, thrive in collaborative environments, and are eager to grow your career in a vibrant organization dedicated to success!Pay: $18.00 - $20.00 per hourBenefits:<ul><li>Paid time off</li><li>Paid training</li><li>Work from home</li></ul>Work Location: Remote

Client Success Specialist

SmithRx

<div>Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
<ul>
<li>Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.</li>
<li>Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward&mdash;always.</li>
<li>Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.</li>
</ul>
Job Summary:

The Customer Success Team is focused on helping SmithRx's clients derive the full value of their PBM services. We build and manage effective relationships with our customers' operational leadership, communicating the value of our services in the context of customers' business goals with the goal of retaining high performing, satisfied customers. We identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients.

As an Account Specialist, you will be responsible for ensuring the complete post-sale success and satisfaction of SmithRx customers. You will bring strong industry and product knowledge and serve as a trusted partner to the Account Management team in support of your client's operational leadership. The Account Coordinator begins involvement with their client at implementation kick-off and is responsible for supporting the development and maintenance of the client success plan.

What you will do:
<ul>
<li>Act as a designated support resource for assigned Account Managers</li>
<li>Act as a part of a designated account team for specific key clients</li>
<li>Responsible for working directly with clients on outstanding client and member items</li>
<li>Responsible for compiling and presenting outstanding client and member items during internal and external meetings</li>
<li>Complete reporting and data requirements based on client and team needs</li>
<li>Responsible for troubleshooting escalated items related to claims, eligibility, and general account maintenance</li>
<li>Responsible for completing data audit requests</li>
<li>Support ad-hoc projects assigned by leaders</li>
<li>Collaborate with cross-functional internal teams for client issue resolution</li>
<li>Engage to creatively and appropriately find solutions to client and team needs</li>
</ul>
What you will bring to SmithRx:
<ul>
<li>2-3 years operational or customer service/support experience in the PBM or health care industries</li>
<li>Microsoft Office experience: strong with Excel, Word, PowerPoint</li>
<li>Ability to effectively manage several tasks and competing priorities</li>
<li>Ability to communicate and articulate complex data, member scenarios effectively</li>
<li>Strong attention to detail</li>
<li>Self-starter and self-motivator</li>
<li>Positive, growth mindset</li>
<li>Ability to work well with cross functional teams and clients</li>
<li>Ability to handle and work with ambiguous instructions</li>
<li>Prior experience working directly with Director to C suite level executives</li>
</ul>
What SmithRx Offers You:
<ul>
<li>Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&amp;D Insurance</li>
<li>Flexible Spending Benefits</li>
<li>401(k) Retirement Savings Program</li>
<li>Short-term and long-term disability</li>
<li>Discretionary Paid Time Off</li>
<li>Paid Company Holidays</li>
<li>Wellness Benefits</li>
<li>Commuter Benefits</li>
<li>Paid Parental Leave benefits</li>
<li>Employee Assistance Program (EAP)</li>
<li>Well-stocked kitchen in office locations</li>
<li>Professional development and training opportunities</li></ul></div>

Account Specialist

Wonder

<div>About Grubhub
At Grubhub, we champion restaurants from coast to coast. Restaurants sit at the heart of communities. It&rsquo;s our mission to strengthen their roots, deepen their connections, and increase the positive impact they have on people and society.
Grubhub, part of Wonder, delivers the best local, authentic cuisine right to diners&rsquo; doors&mdash;and new customers and billions in revenue to local businesses. Featuring over 375,000 merchants in over 4,000 cities nationwide, our innovative technology, user-friendly platforms, and streamlined delivery capabilities have made us an industry leader in the world of online food ordering.
Since we opened our doors in 2004, Grubhub has been opening doors all across the country. Bakery doors in Hyde Park, jibarito joint doors in Queens, and doors of opportunity all across the country. Join our team and help us open more.
About the Opportunity
Are you a highly motivated and enthusiastic recent college graduate or early-career professional looking to launch a career in Client Success and sales? This is a fantastic opportunity to join the Grubhub team in a role where you'll contribute directly to our growth.
We're looking for a sharp, ambitious go-getter who is eager to learn, build relationships, and thrive in a fast-paced, dynamic startup environment. You'll support and help manage a portfolio of our corporate clients, ranging from all industries, who rely on Grubhub for their employee meal programs and benefits. You will play a central supporting role in managing relationships and helping to expand programs as companies redefine their office and remote meal strategies.
The Impact You Will Make<ul><li>
Support revenue growth and client retention with strategic upsell and cross-sell opportunities within a dedicated account portfolio. Part of the role will also focus on identifying and qualifying expansion opportunities to drive pipeline growth, acting as a lead generation engine for the Client Success Growth team.</li><li>
Direct Client Engagement: Devote 25% of the work week to live stakeholder interactions. Responsibilities include managing inbound requests, facilitating scheduled growth meetings, and conducting in-person visits to maintain a robust partnership and opportunity pipeline.</li><li>
Act as a client support specialist, ensuring clients have a seamless and positive experience, quickly escalating and assisting in the resolution of any concerns.</li><li>
Become a product expert to answer client questions and provide guidance on how to best use the Grubhub platform to meet their needs.</li><li>
Assist in client program optimization, leveraging data and internal resources to identify and present opportunities for clients to maximize the value of their Grubhub partnership.</li><li>
Collaborate effectively with internal teams (Sales, Product, and Support) to ensure a smooth client journey from initial setup through continued service.</li></ul>
What You Bring to the Table<ul><li>
1 year of professional experience in a customer-facing role (e.g., sales, account management) OR a recent Bachelor&rsquo;s degree from an accredited university.</li><li>
Demonstrated drive, enthusiasm, and a strong desire to start a career in B2B Client Success or sales.</li><li>
Exceptional verbal and written communication and interpersonal skills.</li><li>
A proven ability to manage multiple tasks and priorities in a quick-moving environment.</li><li>
Strong problem-solving skills and a proactive, &quot;can-do&quot; attitude.</li><li>
Aptitude for learning and leveraging data to inform decisions.</li><li>
Experience with CRM systems (e.g., Salesforce) or a demonstrated ability to quickly learn new software tools.</li><li>
Ability to travel for in-person client meetings as required</li></ul>
As a matter of company policy, Wonder does not sponsor applicants for employment visa status for this role.
Our hybrid model requires 3 days a week in the office. That said, many team members choose to come in more often to take advantage of in-person collaboration and connection. You're welcome&mdash;and encouraged&mdash;to be in the office up to 5 days a week if it works for you.
#LI-Hybrid
Chicago: Base $54,400 - $68,000 TTC $64,000 - $80,000
Wonder uses geographic-specific salary structures, which means the salary offered may vary depending on where the job is located. The final salary offer will take into account various factors, such as the candidate's skills, education, training, credentials, and experience.
Benefits
We offer a competitive salary package including equity and 401K. Additionally, we provide multiple medical, dental, and vision plans to meet all of our employees' needs as well as many benefits and perks that are not listed.
A Final Note
At Wonder, we build the best teams by hiring with an objective lens &mdash; evaluating people for their potential while championing diversity, equity, and inclusion. We do not discriminate based on race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. As part of our commitment to fair and compliant hiring practices, Wonder participates in the federal government's E-Verify program to confirm employment eligibility. If you need an accommodation during the interview process, please let your recruiter know.
We look forward to hearing from you! We'll contact you via email or text to schedule interviews and share information about your candidacy.</div>

Associate Client Success Manager

RainFocus

<div>
 RainFocus, one of the most innovative software companies in the heart of Utah's Silicon Slopes, is in search of an exceptional
 
 Client Success Manager.
 
 
 
 
 About RainFocus
 
 
 
 RainFocus cares about its employees, customers, and the world in which we live. Our rapidly-growing team serves Fortune 500 companies like Adobe, Cisco, IBM, Oracle, VMware, and others to prepare and execute in-person, virtual, and hybrid events, across the world. Those events are delivered through our industry-disrupting software platform, with groundbreaking business intelligence, to elevate the attendee experience, streamline event operations, and accelerate marketing results. We are well-funded, growing fast, and building a company that is changing the market &mdash; it will be challenging, fun and exciting.
 
 
 
 About The Role
 
 
 
 As a Client Success Manager, you lead the way with clients, harnessing your understanding of their goals and objectives to deliver value through the RF platform. In this role, you will be responsible for the engagement, on-going success, and partnership of RainFocus clients who use our event platform. If you enjoy building and owning client relationships, then this is the role for you!
 
 
 The Client Success Manager (CSM) is responsible for ensuring an outstanding client experience throughout the client lifecycle. The CSM articulates value and understands the client&rsquo;s strategic goals, and leverages that understanding to drive client adoption, success, and retention. The CSM will lead the post-sales efforts in building account plans and leading key initiatives that are successful and repeatable in delivering value to our clients. The CSM is highly proficient in the RainFocus platform to intelligently speak to the value and usage of each module/workstream. Additionally, the CSM identifies opportunities to enhance client relationships and promote the proper utilization of RainFocus resources.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Develop a broad understanding of client business model to meet their expectations and drive a successful partnership
 </li>
 <li>
 Build relationships with clients and serve as their advocate by becoming a trusted adviser
 </li>
 <li>
 Leverage learnings from key accounts to drive value at scale to our broader client base
 </li>
 <li>
 Develop plans for clients outlining critical success factors, metrics, targets, potential risks, and provide recommendations
 </li>
 <li>
 Understand the client's strategic goals and business challenges, and map RainFocus features and associated business benefits to address needs and demonstrate value
 </li>
 <li>
 Deliver best practices and coach clients to drive adoption and help clients derive value from the product
 </li>
 <li>
 Monitor and facilitate the client&rsquo;s adoption of RainFocus product features and functions in relation to the client's overall business needs
 </li>
 <li>
 Coordinate with internal cross-functional teams to maximize overall account health
 
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree, or equivalent combination of education and experience
 </li>
 <li>
 3+ years of related client success experience
 </li>
 <li>
 5+ years of professional business experience
 </li>
 <li>
 Experience working closely with C-level / SVP-level executives for clients and executing executive business reviews strongly preferred
 </li>
 <li>
 Experience working closely with Sales through client renewal process strongly preferred
 </li>
 <li>
 Previous work experience at a SaaS company preferred
 </li>
 <li>
 Proven success driving organization-wide initiatives
 </li>
 <li>
 Proven success collaborating and building strong relationships with internal and external stakeholders
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Strong presentation skills
 </li>
 <li>
 Excellent organization and time management skills
 </li>
 <li>
 Comfortable working in a fast-paced environment
 </li>
 <li>
 Strong listening skills with a thoughtful approach to addressing client pain points
 </li>
 <li>
 Ability to assess changing priorities/tasks quickly and with ease
 
 
 
 </li>
 </ul>
 
 Personal Characteristics
 
 
 
 <ul>
 <li>
 The best candidates for this position will need to have strong chemistry and a culture fit within RainFocus. They will need to be comfortable working in a challenging and dynamic environment. Does this sound like you?
 </li>
 <li>
 You have an entrepreneurial outlook and the ability to influence future direction of clients by leading the account planning process as well as the strategic direction for assigned clients
 </li>
 <li>
 Initiative is in your blood. You have demonstrated success analyzing complex situations, defining key-objectives, and developing strategies and action plans. You don&rsquo;t stop until the job is done
 </li>
 <li>
 Execution and thought leader and you help to drive client success by using a forward-thinking, out of the box approach - and you consistently are looking for opportunities to succeed together
 </li>
 <li>
 You are client focused, with the ability to forge strong working relationships with your clients - completely passionate about understanding your client&rsquo;s business, aligning the value of solutions to their goals and challenges, and coaching them to business success
 </li>
 <li>
 Fast-paced work environments are where you thrive. You can work with minimal supervision while taking initiative and setting priorities for yourself daily
 
 
 
 </li>
 </ul>
 
 Location/Travel
 
 
 
 This remote role can be located anywhere in the United States of America. There will be 30% travel in this role. Most trips will be 2-3 days and may include weekend travel. This travel may include attending client events, executive business reviews, and strategic stakeholder meetings.
 
 
 
 Why work at RainFocus?
 
 
 
 At RainFocus we delight millions of attendees at large-scale events by delivering better insights, experiences, and marketing. We were able to pivot our product and services offering in 2020 to continue growing and serving new clients and events.
 
 
 As a member of the RainFocus team, you will have the opportunity to experience first-hand the impact of our platform at events around the world. Additionally, RainFocus offers competitive salaries, competitive benefits, 401k, generous PTO, and countless other team building activities.
 
 
 What are you waiting for? Apply today!
 
 We need more talented, hard-working, fun-loving team members just like yourself!
 
 
 
 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>

Client Success Manager (Remote)

Circana

<div>Client Configuration Specialist 


Let&rsquo;s be unstoppable together! 

At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We&rsquo;re a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified&trade; by Great Place To Work&reg;. This prestigious award is based entirely on what current employees say about their experience working at Circana. 

Learn more at www.circana.com.

What will you be doing?
We are seeking a driven and detail-oriented individual to own the client configuration of Emiri, our Liquid AI-driven natural language tool. You&rsquo;ll work closely with product, engineering, and client success teams configure and deploy clients as well as scale Emiri across all Circana industries, markets, and datasets globally. You&rsquo;ll play a key role in ensuring the configuration platform is aligned with both technical requirements and user needs. You'll also play a key role in guiding users &ndash; internally and externally &ndash; through setup, testing, and best practices.

Job Responsibilities
<ul>
<li>Own client configuration and deployment of Emiri</li>
<li>Understand and support Emiri&rsquo;s configuration dependencies, including prompt templates and setup requirements</li>
<li>Design UI mockups or flow diagrams and translate feedback into actionable stories or bug reports for the development team</li>
<li>Document and maintain guidance around configuration processes, tips, and &ldquo;how-to&rdquo; documentation for internal use</li>
<li>Collaborate with client success and client teams to support their understanding of configuration needs and guiding them in effective prompting</li>
<li>Drive root cause analysis of issues to surface opportunities to improve scalability and user friendliness of the configuration tool</li>
<li>Coach commercial teams on the configuration and functionality of Liquid AI; support key client meetings and demos</li>
<li>Test new enhancements or fixes prior to release to ensure quality and expected behavior</li></ul> 


Requirements
<ul>
<li>Familiarity with Circana tools, including Unify+, model/report building, and ideally Emiri</li>
<li>Experience in configuration management, technical product operations, or client solutions roles</li>
<li>Strong organizational skills to support multiple client configurations and maintain flawless on-time delivery and service levels</li>
<li>Experience with generative AI tools (e.g., OpenAI, Claude)</li>
<li>Strong communication abilities, especially in simplifying technical concepts for non-technical users and collaborating across teams</li>
<li>Tech-curious mindset, comfortable learning prompt engineering and system behavior, with a process-driven approach to managing issues, QA, and feedback loops</li>
<li>Experience using tools like Jira, Confluence, or similar issue tracking and documentation systems</li>
<li>Multilingual with proficiency in French, German, Spanish, and/or Italian (preferred)</li>
<li>Working knowledge of JSON and strong attention to structure and formatting (preferred)</li>
<li>Exposure to low-code/no-code platforms or custom internal tooling (preferred)</li>
<li>Experience working with UX/UI teams or providing user-centered feedback on tools (preferred)</li>
<li>5+ years of experience in data analytics and reporting</li>
</ul>
Circana Behaviors

As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role:
<ul>
<li>Stay Curious: Being hungry to learn and grow, always asking the big questions.</li>
<li>Seek Clarity: Embracing complexity to create clarity and inspire action.</li>
<li>Own the Outcome: Being accountable for decisions and taking ownership of our choices.</li>
<li>Center on the Client: Relentlessly adding value for our customers.</li>
<li>Be a Challenger: Never complacent, always striving for continuous improvement.</li>
<li>Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity.</li>
<li>Commit to each other: Contributing to making Circana a great place to work for everyone.</li>
</ul>
Location
This position can be located in the following area(s): Greece 


Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission 


#LI-NM1</div>

Client Configuration Specialist

Baird

<div><div><div><div><div><div>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.
<ul><div>Danvers, MA
</div><div></div><div>Private Wealth Management
</div><div></div><div>R2026446
</div><div></div><div>On-Site</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>About the Role:
As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed. 

The Impact You&rsquo;ll Make:
<ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul>What You&rsquo;ll Bring to Baird:
<ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul>Compensation and Benefits:<ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div>

Client Specialist

Community State Bank of Avilla, Indiana

<div></div><div><div>Community State Bank is seeking a Part-Time Client Service Specialist to join our dynamic Retail Banking team at our Kendallville, Indiana branch. The ideal candidate would need to be available Monday through Friday 8:00am to 5:30pm and rotating Saturdays from 8:30am to 12:30pm, averaging about 20 hours per week. Prior customer service and cash handling experience is helpful; prior banking experience is not required. The starting pay for this role is $17.00 per hour with opportunities for advancement within the position.</div>
<div></div><div>Part-time employees enjoy benefits such as 401k/ESOP participation, holiday pay, and paid vacation. Apply today and see why CSB is a great place to work! 
 
Job Title: Part-Time Client Service Specialist Trainee 
Reports To: Client Service Manager 
Supervises: None 
Division: Retail 
FLSA Classification: Non-Exempt 
Pay Rate: Hourly 
 
Position Purpose: The Client Service Specialist (CSS) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries. 
 
Job Requirements 
Education: A high school diploma or equivalent required. 
 
Experience: No banking experience required. Customer service and cash handling experience preferred. 
 
Skills: Professional verbal and written communication skills; strong attention to detail; ability to type at least 30 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>Learn all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
<li>Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date</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 25 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>

Part-Time Client Service Specialist

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