Client service specialist job description
Updated March 14, 2024
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Example client service specialist requirements on a job description
Client service specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in client service specialist job postings.
Sample client service specialist requirements
- Bachelor's degree in related field.
- At least 3 years of client service experience.
- In-depth knowledge of customer service principles and practices.
- Proficiency in MS Office Suite.
- Ability to handle customer inquiries in a timely and professional manner.
Sample required client service specialist soft skills
- Strong communication and interpersonal skills.
- Ability to maintain a positive attitude in stressful situations.
- Excellent problem-solving and critical thinking abilities.
- Ability to work well in a team environment.
- Highly organized with attention to detail.
Client service specialist job description example 1
Genesis10 client service specialist job description
Genesis10 is seeking a Consumer Client Services/Credit Inquiry Specialist for a leading company in Canton, OH. This is a 6-month contract position that will be on-site.
Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.
Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.
Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.
Follow established industry standard practices for the proper exchange of commercial credit information.
Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity.
Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
Actively seek opportunities to improve process efficiency, quality and the client experience. Identify major and minor issues/problems and communicate to appropriate management
Requirements:
High School, some college Strong accounting background. 1+ years related job experience with knowledge of bank loan and deposit products. Ability to establish and maintain effective working relationships among team members and product and support partners
Preferred Qualifications:
Bachelor's degree or equivalent experience Proficiency in the following systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, KeyView Deluxe Working knowledge of loan accounting and loan systems.
If you have the described qualifications and are interested in this exciting opportunity, please apply!
About Genesis10:
Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience, and aspirations. We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement project after project. To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com .
"Genesis10 is an Equal Opportunity Employer, M/F/D/V.
Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.
Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.
Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.
Follow established industry standard practices for the proper exchange of commercial credit information.
Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity.
Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
Actively seek opportunities to improve process efficiency, quality and the client experience. Identify major and minor issues/problems and communicate to appropriate management
Requirements:
High School, some college Strong accounting background. 1+ years related job experience with knowledge of bank loan and deposit products. Ability to establish and maintain effective working relationships among team members and product and support partners
Preferred Qualifications:
Bachelor's degree or equivalent experience Proficiency in the following systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, KeyView Deluxe Working knowledge of loan accounting and loan systems.
If you have the described qualifications and are interested in this exciting opportunity, please apply!
About Genesis10:
Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience, and aspirations. We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement project after project. To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com .
"Genesis10 is an Equal Opportunity Employer, M/F/D/V.
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Client service specialist job description example 2
TalentBurst client service specialist job description
Working within a team of 15 Consumer Loan and Credit Inquiry servicing associates, this position is responsible for responding to external and internal loan servicing requests and credit inquiries regarding KeyaTMs Commercial and Consumer Banking relationships. Adhere to Corporate Credit Policy procedures, loan regulatory requirements and Consumer/Privacy laws.
Use fair and reasonable judgment when interpreting and disclosing client relationships. Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.
Job Function:
* Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.
* Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.
* Follow established industry standard practices for the proper exchange of commercial credit information.
* Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
* Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity. Take appropriate action to address issues.
* Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
* Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to effect real change.
* Provides world class customer service to internal and external customers through total adherence to the Key Values and Key Difference concepts
* Identify major and minor issues/problems and communicate to appropriate management
* Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.
* Actively pursue development of self to better support team and future advancement.
Required Qualification:
High School, some college
Strong accounting background. 1+ years related job experience with knowledge of bank loan and deposit products. Ability to establish and maintain effective working relationships among team members and product and support partners.
Preferred Qualifications: Bachelor degree or equivalent experience, Proficiency in the following KeyCorp systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, KeyView Deluxe Working knowledge of loan accounting and loan systems.
Competencies/Skills:
Excellent written and verbal communication skills.
Demonstrated problem/solving and decision making
Must demonstrate proven, outstanding customer service skills
Strong working knowledge of government regulations.
Working knowledge of systems that provide loan information.
Use fair and reasonable judgment when interpreting and disclosing client relationships. Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.
Job Function:
* Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.
* Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.
* Follow established industry standard practices for the proper exchange of commercial credit information.
* Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
* Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity. Take appropriate action to address issues.
* Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
* Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to effect real change.
* Provides world class customer service to internal and external customers through total adherence to the Key Values and Key Difference concepts
* Identify major and minor issues/problems and communicate to appropriate management
* Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.
* Actively pursue development of self to better support team and future advancement.
Required Qualification:
High School, some college
Strong accounting background. 1+ years related job experience with knowledge of bank loan and deposit products. Ability to establish and maintain effective working relationships among team members and product and support partners.
Preferred Qualifications: Bachelor degree or equivalent experience, Proficiency in the following KeyCorp systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, KeyView Deluxe Working knowledge of loan accounting and loan systems.
Competencies/Skills:
Excellent written and verbal communication skills.
Demonstrated problem/solving and decision making
Must demonstrate proven, outstanding customer service skills
Strong working knowledge of government regulations.
Working knowledge of systems that provide loan information.
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Client service specialist job description example 3
State Street client service specialist job description
Who we are looking for
We are looking for a Collateral Services Specialist for our department Collateral Services EMEA in Frankfurt, Germany. The position will contain a basic training (mainly on-site) while later on it can be also fulfilled working remotely/from home.
Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
What you will be responsible for
As Associate 2, Middle Office ops Specialist you will
Daily calculation of mark-to-market exposure and margining for clients doing bilateral OTC, CCP, ETD and Repo business Responding on queries raised by clients, counterparties, custodians or other stakeholders (via email or telephone) Internal and external reporting Supporting migration of new business for existing clients as well as onboarding of new clients Proactively detecting issues in daily processes for on- and offshore teams as well as resolving/supporting the resolution process Monitoring and developing current processes
What we value
These skills will help you succeed in this role
Previous professional experience in financial industry will be a plus Good MS Office skills (especially Excel and Outlook) Good knowledge in VBA is a plus
Education & Preferred Qualifications
Bachelor's degree (or higher) in finance, business or equivalent field or apprenticeship in banking/finance Good knowledge of the financial industry and financial instruments (derivatives, securities etc.) Fluent English and German language skills (written and spoken) Candidate is expected to be a team player, quick learner and have a good eye for details Stress resistance, multi-tasking and ability to work within multiple deadlines Structured, goal-oriented and independent work style Very high level of client and service awareness
About State Street
What we do. State Street is one of the largest custodian, asset manager and asset intelligence firms in the world. From technology to product innovation, we make our mark on the financial services industry. For more than two hundred years, we've been helping our clients secure and manage the investments of millions of people. We offer investment servicing, data & analytics, investment research & trading and investment management for institutional clients.
Working, Living, Growing. It is very important to us to create a pleasant working environment. Our additional services are competitive and comprehensive. Details depend on location, but you can expect insurance, company pensions, and other perks. You can participate in a flexible work schedule to help meet your needs. Our large selection of training courses and further education opportunities will help you to develop your full potential.
Inclusion, diversity and social responsibility. We believe that the diverse backgrounds, experiences and perspectives of our employees make a tremendous contribution to an inclusive environment where everyone can thrive while supporting our organization and our customers. We welcome candidates of any background, ability, sexual orientation, gender identity, personality and age. Another core value of State Street is active engagement within our communities around the world, both as a partner and as an initiator. You will have opportunities for a healthy work-life balance, including paid volunteer days, community service programs and employee networking, depending on what is important to you. State Street is an Equal Opportunity Employer and a supporter of minority empowerment policies.
Find out more at StateStreet.com/careers
We are looking for a Collateral Services Specialist for our department Collateral Services EMEA in Frankfurt, Germany. The position will contain a basic training (mainly on-site) while later on it can be also fulfilled working remotely/from home.
Why this role is important to us
The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.
What you will be responsible for
As Associate 2, Middle Office ops Specialist you will
Daily calculation of mark-to-market exposure and margining for clients doing bilateral OTC, CCP, ETD and Repo business Responding on queries raised by clients, counterparties, custodians or other stakeholders (via email or telephone) Internal and external reporting Supporting migration of new business for existing clients as well as onboarding of new clients Proactively detecting issues in daily processes for on- and offshore teams as well as resolving/supporting the resolution process Monitoring and developing current processes
What we value
These skills will help you succeed in this role
Previous professional experience in financial industry will be a plus Good MS Office skills (especially Excel and Outlook) Good knowledge in VBA is a plus
Education & Preferred Qualifications
Bachelor's degree (or higher) in finance, business or equivalent field or apprenticeship in banking/finance Good knowledge of the financial industry and financial instruments (derivatives, securities etc.) Fluent English and German language skills (written and spoken) Candidate is expected to be a team player, quick learner and have a good eye for details Stress resistance, multi-tasking and ability to work within multiple deadlines Structured, goal-oriented and independent work style Very high level of client and service awareness
About State Street
What we do. State Street is one of the largest custodian, asset manager and asset intelligence firms in the world. From technology to product innovation, we make our mark on the financial services industry. For more than two hundred years, we've been helping our clients secure and manage the investments of millions of people. We offer investment servicing, data & analytics, investment research & trading and investment management for institutional clients.
Working, Living, Growing. It is very important to us to create a pleasant working environment. Our additional services are competitive and comprehensive. Details depend on location, but you can expect insurance, company pensions, and other perks. You can participate in a flexible work schedule to help meet your needs. Our large selection of training courses and further education opportunities will help you to develop your full potential.
Inclusion, diversity and social responsibility. We believe that the diverse backgrounds, experiences and perspectives of our employees make a tremendous contribution to an inclusive environment where everyone can thrive while supporting our organization and our customers. We welcome candidates of any background, ability, sexual orientation, gender identity, personality and age. Another core value of State Street is active engagement within our communities around the world, both as a partner and as an initiator. You will have opportunities for a healthy work-life balance, including paid volunteer days, community service programs and employee networking, depending on what is important to you. State Street is an Equal Opportunity Employer and a supporter of minority empowerment policies.
Find out more at StateStreet.com/careers
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Updated March 14, 2024
Updated March 14, 2024