Client Service Specialist jobs in United States
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Staffing Solutions of Hawaii · 19 hours ago

Client Service Specialist

Staffing Solutions of Hawaii is seeking a Client Service Specialist to join a growing and dynamic team! The role involves serving as the primary point of contact for client service requests, managing client onboarding, and ensuring compliance with regulatory standards.

ConsultingHuman ResourcesLegalMarketing

Responsibilities

Serve as the primary point of contact for client service requests and inquiries
Prepare and assemble client meeting materials and reports
Capture, organize, and manage advisor meeting notes and follow-up tasks
Support client onboarding and ongoing service workflows
Prepare and process client paperwork in compliance with regulatory standards
Maintain accurate, organized, and compliant client records
Support office operations, special projects, and client events as needed

Qualification

Microsoft Office SuiteCRM systemsClient service experienceAttention to detailProfessional demeanorCommunication skillsOrganizational abilitiesTime management

Required

At least 4 years of experience in client service, financial services, or a professional services environment
Strong proficiency in Microsoft Office Suite
Experience using CRM systems
Excellent written, verbal, and interpersonal communication skills
High attention to detail and strong organizational abilities
Ability to manage confidential information with discretion
Effective time management and prioritization skills
Professional demeanor with a service-oriented mindset

Preferred

Bachelor's degree or equivalent relevant work experience

Company

Staffing Solutions of Hawaii

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Staffing Solutions of Hawaii is a staffing and recruiting company offering accounting and marketing services.

Funding

Current Stage
Early Stage
Total Funding
unknown
2021-11-11Acquired
Company data provided by crunchbase