Client Services Officer jobs in United States
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Insight Global · 4 weeks ago

Client Services Officer

positionLake Mary, FL
timeContract
remoteOnsite
seniorityEntry Level
money$22.51/hr - $22.51/hr
date1+ years exp

Insight Global is a staffing agency that connects people with jobs. They are seeking a Client Services Officer to join the Client Service team within the Treasury Services department of a top banking client, responsible for resolving complex client issues and ensuring client retention.

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H1B Sponsor Likelynote

Responsibilities

Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication
Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention
Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements
Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems
Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires

Qualification

Customer service experienceFinancial services experienceMicrosoft ExcelCRM experienceCommunication skills

Required

1+ years of experience within customer service
Strong customer service skills – willing to chase down answers and find solutions for their client
Financial Services Experience - Specifically in ACH, Wire Transfers, Foreign Exchange, Lockbox etc
Microsoft Office (specifically Excel)

Preferred

CRM experience (specifically Microsoft Dynamics)
Bachelor's Degree

Company

Insight Global

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Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
dateFounded in 2001
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
https://insightglobal.com/

H1B Sponsorship

Insight Global has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
2010-07-01Acquired

Leadership Team

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Jared Streppa
President Of Company’s Technology Division
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Recent News

Maryland Daily Record
Staffing services firm signs lease with Baltimore Peninsula
2025-09-26
citybiz
Baltimore Peninsula Signs 15,600-Square-Foot Lease With Insight Global
2025-09-25
PR Newswire
Insight Global Releases 2025 Employee Sentiment Report Highlighting Urgent Need for Better Onboarding and Workplace Culture
2025-09-23
Company data provided by crunchbase