Client Service Specialist

Client Services Coordinator RoleWe are seeking a highly skilled Client Services Coordinator to join our team.Key Responsibilities:Manage client onboarding and compliance documentation.Track jobs and lodgements in practice management software.Communicate proactively with clients (reminders, follow-ups, updates).Monitor WIP and billing status, liaising with...

Are you passionate about delivering exceptional client experiences? We're seeking a skilled Client Experience Specialist to provide personalized support and drive long-term success for our clients.Key Responsibilities:Establish rapport with clients through empathetic communication, actively listening to their needs and concernsCollaborate with internal teams...

Financial Planning RoleThis role requires a candidate with experience in client services and paraplanning to work independently as an independent contractor for a leading financial advisory practice. The ideal candidate will have strong communication skills, attention to detail, and organizational skills.Key Responsibilities:Manage end-to-end client service...

Job Title: Customer Service SpecialistWe are seeking a skilled and customer-focused individual to join our team as a Customer Service Specialist. This is an exciting opportunity to provide exceptional service to clients, respond to their inquiries, and resolve any issues that may arise.

We are seeking a highly skilled Client Services Representative to join our team. As the primary point of contact for business clients, you will be responsible for providing timely and professional support via email, chat, and phone.Key Responsibilities:Act as the front line for business clients, handling incoming support inquiries with professionalism,...

Job OpportunityA Client Coordinator role is now available for a dynamic and fast-paced environment. The successful candidate will support the Client Management team in executing client service and performance marketing operations.Key Responsibilities:Act as a liaison between internal teams, vendors, and clients, monitoring communications and executing tasks...

Legal Intake SpecialistWe are seeking an experienced Legal Intake Specialist to enhance case conversions through a voice-based intake system. This role primarily focuses on outbound calls, but may also involve handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.Make outbound calls to...

Customer Success Role OverviewJob Title: Client Growth Specialist. Location: Remote. Full-Time.We connect talented professionals with high-growth B2B companies building customer success and revenue teams. This platform supports your integration into these companies with training, admin support, and a community of experienced professionals.About the JobWe're...

**Role Overview**Client Success Specialist Dedicated AccountThis role is a key part of our Client Success team, focused on supporting our largest enterprise account. The ideal candidate will be able to manage daily communications for the client, respond quickly to requests and needs, and partner with the Client Success Manager to execute account strategy and...

Job Description:As a key member of our support team, you will be responsible for delivering exceptional service to our clients. This role involves acting as the primary point of contact for all client enquiries, whether via phone, email, or in-person. Your excellent communication skills and ability to work effectively with people from diverse backgrounds...