Job Title: Customer Service / Client Migration Specialist
Employment Type: Direct Hire
Schedule: Monday to Friday
Shifts may start as early as 3:00 AM CST and run for 8 hours. (Schedule details will be discussed during the interview.)
Location: 100% onsite - Fort Worth, TX 76155
Industry: Banking/Financial Industry

Overview
We are seeking a Customer Service / Client Migration Specialist to support high-net-worth clients through a major platform transition within a well-known banking institution. This role is crucial to ensuring a seamless client experience, requiring a high level of professionalism, attention to detail, and the ability to communicate clearly and confidently.

This is not your average support role—we're looking for someone sharp, articulate, and client-obsessed. You’ll be on the front lines of account setup, data migration, documentation collection, and relationship management in a fast-paced, high-touch environment.

Who We’re Looking For
A polished professional with 3+ years of experience in customer service, banking operations, or client onboarding/migration roles.
Someone who can confidently interface with executive-level and high-net-worth individuals.
A proactive, solutions-driven team player with strong analytical thinking and communication skills.

Key Responsibilities
Act as a Relationship Specialist, delivering white-glove service to clients during the platform migration process.
Assist in the creation and setup of client accounts, and perform data migration tasks including entitlement setup.
Coordinate and perform client outreach via calls, emails, and meetings.
Facilitate the collection of required documentation and ensure all necessary materials are in place.
Provide Level 1 triage and help desk support, and assist with back-office coordination.
Track and forecast surge support needs on a weekly and monthly basis.
Support the client training team by gathering insights and information to develop training materials.
Prepare and use scripts, outreach criteria, and supplemental documents to standardize client interactions.
Ensure accuracy, consistency, and efficiency across all client migration activities.

Qualifications & Skills
Functional Skills:
High-touch relationship management experience
Strong organizational skills with excellent attention to detail
Ability to multitask and make sound decisions under pressure
Experience with client onboarding or platform migration is highly preferred

Technical/Industry Knowledge:
Thorough understanding of the banking and financial services industry
Prior experience working with or supporting financial institutions is a plus
Familiarity with account structures, data migration, and entitlement systems is ideal

Communication & Soft Skills:
Exceptional verbal and written communication
Professional, confident, and polished client-facing demeanor
Demonstrated problem-solving and dispute resolution abilities
Strong interpersonal skills with a collaborative team spirit
Able to simplify and explain complex processes to clients

What You’ll Bring
A hands-on, client-first mindset
Critical thinking and a proactive attitude
A passion for delivering exceptional service and building trusted relationships
A high level of integrity and discretion when working with sensitive client information

APPLY NOW!

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.