Job ID: 1795248
Reference Code: LH-Client-Services Specialist
Job Summary
A direct hire Client Services Specialist opportunity is available in Redmond, WA, within the financial services industry. This role is ideal for a client-focused professional who enjoys building strong relationships, coordinating account activity, and helping clients receive timely, accurate, and professional service.
The Client Services Specialist will serve as a key connection between clients, account teams, and internal departments. This position offers the opportunity to work in a collaborative, team-oriented environment with supportive leadership, clear processes, and a strong focus on client satisfaction. Candidates who are organized, detail-oriented, and comfortable managing multiple priorities will be well positioned for success.
Key Responsibilities
- Serve as the primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner.
- Coordinate client onboarding, documentation, system setup, communications, and service delivery details.
- Support account managers or internal teams by scheduling meetings, preparing reports, and following up on client requests.
- Maintain accurate records of client interactions, account details, service agreements, and project updates in CRM systems.
- Collaborate with cross-functional teams to ensure client needs, service milestones, and deliverables are completed efficiently.
- Monitor client satisfaction, identify potential concerns, and help strengthen long-term client relationships.
Compensation and Benefits
- Salary range: $48,932 to $60,996 per year.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
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.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
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.
Required Qualifications and Skills
- Manage client communications, service requests, onboarding tasks, and account coordination activities.
- Prepare client correspondence, reports, proposals, contracts, and performance updates.
- Track client engagement, account activity, project progress, and service-related details.
- Support process improvements that enhance client service workflows and internal efficiency.
- 3-5 years of experience in client services, customer support, account coordination, or a related business support role.
- Strong written and verbal communication skills with excellent attention to detail.
- Demonstrated ability to build client relationships and provide high-quality customer service.
- Strong organizational and multitasking skills with the ability to manage multiple client accounts and priorities.
- Proficiency with Microsoft Office Suite and familiarity with CRM systems such as Salesforce or HubSpot.
- Strong problem-solving skills with the ability to anticipate client needs and resolve issues professionally.
- Ability to collaborate with account managers, sales teams, operations, and other internal departments.
- Bachelor’s degree in business administration, communications, finance, or a related field preferred.
Preferred Qualifications
- Experience supporting clients in financial services, financial planning, wealth management, insurance, or a related professional services environment.
- Hands-on experience using Salesforce, HubSpot, or another CRM platform.
- Experience assisting with client onboarding, account reporting, contracts, proposals, or client presentations.
- Ability to contribute ideas for improving client service processes, documentation, and workflow efficiency.