Client Service Specialist

Job Title: Client Onboarding SpecialistAbout the RoleWe are seeking an experienced and detail-oriented professional to join our team as a Client Onboarding Specialist. As a key member of our support team, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition into our platform.Key Responsibilities:Client...

About the RoleThe ideal candidate will possess experience in client service and paraplanning, with a proven track record of delivering high-quality support to clients.This is an exciting opportunity for someone who can work independently, take initiative, and build strong relationships within the team.Key responsibilities include providing seamless and...

Client Partnership SpecialistWe are seeking an experienced Client Partnership Specialist to build long-lasting relationships with clients, driving trust, value, and security.This role puts you at the forefront of client success, offering international exposure, opportunities to strengthen client relationships, and contribute to a growing industry while...

Job Title: Client Service SpecialistThis position requires a unique blend of clinical expertise, exceptional communication skills, and the ability to deliver high-quality client services.Key Responsibilities:Client Management & ReportingServe as the primary point of contact for assigned enterprise clients.Ensure timely delivery and quality of monthly...

Job Title: Client Integration SpecialistThe Client Integration Specialist plays a vital role in ensuring seamless client integration into our systems, maintaining compliance with tax, bookkeeping, and licensing requirements.Manage the client onboarding process, collecting and documenting all necessary information.Build and maintain automations to streamline...

Job Title: Client Account SpecialistThe ideal candidate will be responsible for managing customer relationships, providing exceptional service, and driving business growth. This role is perfect for a motivated individual who is passionate about delivering outstanding results and building strong relationships with clients.Responsibilities:Timely Case...

Job SummaryWe are seeking a highly skilled Insurance Account Manager to serve as the primary point of contact for our clients, ensuring their insurance needs are met with tailored solutions. This role focuses on building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development...

Maximize your impact in our customer success team by embracing the Client Onboarding Specialist role.We empower hourly businesses to thrive by providing innovative software solutions, helping them hire, manage and pay qualified workers. Our clients include leading brands across various sectors.Key Responsibilities:Lead new client onboarding for...

Financial Planning Support SpecialistWe are seeking an experienced Financial Planning Support Specialist to join our offshore team. The successful candidate will be responsible for providing support to financial advisers by handling paraplanning tasks, managing client service processes and ensuring compliance with regulatory requirements.Key...

Key Job RoleAs a proactive and enthusiastic Customer Success Specialist, you will ensure that clients receive outstanding service and support throughout their engagement.You will work closely with the engineering, sales, and project management teams to foster long-term relationships, ensure customer satisfaction, and drive retention.Key Responsibilities:Act...