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Client Experience Specialist (Licensed) - Arizona Time US Based Remote
Anywhere Real Estate
Remote senior client service specialist job
**Client Experience Specialist (licensed)** The **Client Experience Specialist** is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets, primarily** **_in Arizona_** **. The ideal candidate will be able to work on Arizona time.** **Responsibilities:** + Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. + Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. + Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience:** + Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. + Active real estate license in good standing, preferably in AZ. **Competencies:** To perform the job successfully, an individual should demonstrate the following competencies: + **Self-motivated** - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + **People first approach** - keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + **Technical** - ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. + **Analytical Thinking & Transaction Accuracy** - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. + **Process Management** - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. + **Partnership/Collaboration** -the individual remains open to others' ideas and exhibits willingness to try new things. + **Oral/Written Communication** -the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + **Quality Assurance** -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + **Adaptability** - the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. + **Building Collaborative Relationships** - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran$33k-59k yearly est. 2d agoClient Service Manager, Personal Lines
Arthur J. Gallagher & Company
Senior client service specialist job in Upper Arlington, OH
Client Support Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries. Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recogni Client Service, Service Manager, Manager, Client Support, Personal, Benefits, Business Services$68k-103k yearly est. 8d agoTreasury Services Specialist
Allied
Remote senior client service specialist job
This position is geared toward being the subject matter expert concerning the daily Treasury Services processes. This role will perform typical Analyst level tasks while supporting the Treasury Services team with any day-to-day issues and concerns. This position is responsible for building out processes and providing additional training to the Treasury Services team. ESSENTIAL FUNCTIONS Complete Monthly Reconciliations of client accounts through Great Plains Process New business banking setup (BPO & ASO) Make existing business banking changes (BPO & ASO) Vendor maintenance for print fulfillment VCC/EFT Implementation & support Complete Check Tracer processes Positive Pay submission Create and implement new processes as needed Lead new hire and existing team member training as needed Other duties as assigned EDUCATION Bachelor's degree in accounting, or equivalent work experience required. EXPERIENCE AND SKILLS A minimum of 2 years' experience as a Treasury Analyst required Must be detailed oriented Excellent written and verbal communication skills required. Excellent organizational and time management skills required. Proficient with Microsoft Office Suite, Excel, Word, or similar software required Experience with financial management systems, such as Great Plains or similar Good computer skills with programs such as MS Excel, Access, and Power BI. Exceptional analytical and problem-solving skills. Strong financial and mathematic abilities. Excellent verbal and written communication skills. Strong time management and organizational abilities POSITION COMPENTENCIES Communication Customer Focus Accountability Functional/Technical Job Skills PHYSICAL DEMANDS This is an office environment requiring extended sitting and computer work WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. Protect Yourself from Hiring Scams Important Notice About Our Hiring Process To keep your experience safe and transparent, please note: All interviews are conducted via video. No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager. If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process. For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems Your security matters to us-thank you for helping us maintain a fair and trustworthy process!$41k-60k yearly est. 2d agoService Desk Specialist
Insight Global
Remote senior client service specialist job
Required Skills & Experience - 3+ years Help Desk Experience, ideally providing remote support in a call center environment with an excellent customer service background - A+ certification - Reliable internet - Strong Technical Aptitude (Active Directory, VPN, Network Printers, Microsoft Outlook, Mobile Device Management, etc.) - Experience in call center (30+ call/day) - Ticketing Experience (ServiceNow preferred) - Experience logging calls from end users - Excellent Communication Skills Job Description Insight Global is seeking a strong Service Desk Technician for a large, enterprise level building supplies manufacturing company. This position is FULLY REMOTE. This person will be the frontline support for internal customers nation-wide, responsible for password resets, software / hardware troubleshooting, VPN support and connectivity issues. We are looking for an experienced service desk technician who is comfortable in a fast-paced environment with a background working in a call center with excellent customer service skills. You will be taking inbound calls through Cisco Finesse, logging tickets via ServiceNow and handling password resets for Active Directory, Ceridian Dayforce and Foundations E-Learning Platform. This is an ongoing contract with possibility of conversion to FTE. Pay $22/hr M-F, 40 hours/week •Available Shifts: o 6:00am - 3:00pm CT o 8:00am - 5:00pm CT A PC, docking station, extra monitor and headset will be provided. Please apply right away if you are interested!$22 hourly 4d agoRemote Window Shade Automation Specialist - Western US
Draper, Inc.
Remote senior client service specialist job
A family-owned automation company is looking for a Window Shade Automation Specialist to work remotely across various territories. The role involves project management, dealer support, and technical training to ensure customer satisfaction and successful installations. Candidates should have a strong mechanical and electrical aptitude, along with excellent communication skills. A competitive salary and comprehensive benefits package are offered. #J-18808-Ljbffr$72k-94k yearly est. 3d agoClient Success Specialist
STAQ Pharma Inc.
Senior client service specialist job in Columbus, OH
Job Description This role is central to the full sales process, serving as the primary point of contact for the sales team and managing customer service needs to keep daily operations running smoothly. Success in this position requires strong organization, sharp attention to detail, excellent written communication, and solid IT capability. Experience in a pharmacy or cGMP facility is preferred. The role also handles tradeshow and travel coordination, partners with the Accounting Department to ensure timely billing, generates reports, manages customer follow-up, and maintains the Salesforce CRM system. Daily customer outreach is expected to uphold high service standards. This position supports the field sales team and provides inside-sales support as needed. Core Tasks Set up new customer accounts and verify DEA and state licensure. Onboard new customers and email login credentials Follow up on customer questions and concerns, including product availability and shipping timelines. Assist in packaging and shipping pharmaceutical products to clients. Communicate directly with customers and maintain accurate, detailed notes in the CRM system. Process and fulfill customer orders with accuracy and urgency. Coordinate customer order shipments and deliver high-quality service throughout the process. Maintain a clean, organized, and efficient work area. Values Demonstrates Innovation abilities by identifying and speaking up about possible improvements and identifying more efficient ways of doing things. Operates with Integrity by maintaining high ethical standards, cares, shows trust and respect with all employees Collaborates to create or participate effectively on diverse and high performing teams, Is open to new ideas and perspectives, communicates across shifts, and demonstrates a safe work environment Demonstrates a passion to Perform by meeting personal and departmental goals, gains knowledge to display increasing independence, instills confidence in ability to perform required tasks, and progresses on qualifications within reasonable timelines Demonstrates Courage by speaking up, accepts constructive feedback, and takes accountability for mistakes and make necessary corrections Preferred Skills/Abilities: Strong team-player mindset with the ability to collaborate across departments. Exceptional attention to detail. Experience in a highly regulated manufacturing environment or pharmacy preferred. Willingness to take on tasks outside standard responsibilities to support company needs. Background as a pharmacy technician or pharmacy buyer in a hospital setting is beneficial. Experience in sales support, cGMP environments, pharmaceuticals, customer service, or 503B outsourcing is a plus. MDS (Systems House) experience is a plus. Proficiency in Microsoft Excel is required. Education and Experience: High School Diploma or GED Required Certified Pharmacy Technician or College Degree, Preferred Minimum of 2 years of continuous work experience in customer service, pharmacy, warehouse, or other fulfillment related experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Lift up to 40 pounds and occasionally push or pull pallets or product containers. About STAQ Pharma STAQ Pharma is a 503B outsourcing facility that produces sterile injectable medications for hospitals and health systems. The company operates under strict regulatory standards and maintains offices in Denver, Colorado, and Columbus, Ohio.$45k-82k yearly est. 30d agoClient Relationship Specialist
Arena Staffing
Remote senior client service specialist job
Job Description We are seeking a highly professional and client-focused Client Relationship Specialist to support and strengthen relationships with assigned clients in a fully remote environment. The successful candidate will serve as a key liaison between clients and internal teams, ensuring high-quality service delivery, timely issue resolution, and ongoing client satisfaction. This position is strictly limited to candidates who currently reside in the United States and are legally authorized to work in the U.S. Applications from individuals residing outside the United States will not be considered. Key Responsibilities: Serve as a primary point of contact for client inquiries and service requests Maintain regular communication with clients to understand needs and expectations Coordinate with internal departments to resolve client issues efficiently Monitor service delivery and client satisfaction metrics Maintain accurate client records and documentation within CRM systems Support account renewals, service reviews, and client onboarding activities Escalate complex issues to appropriate stakeholders and track resolution Contribute to continuous improvement of client service processes Required Qualifications: Bachelors degree in Business Administration, Communications, or a related field Minimum of 3-5 years of experience in client services, customer relations, or account support Strong interpersonal, communication, and problem-solving skills Ability to manage multiple client relationships simultaneously Proficiency with CRM systems and remote collaboration tools Ability to work independently and effectively in a remote environment Preferred Qualifications: Experience in professional services, financial services, healthcare, or SaaS industries Demonstrated success in client satisfaction and retention Experience working with enterprise or high-value accounts Compensation: Annual Salary Range: $70,000 - $100,000 USD, commensurate with experience, skills, and geographic location Performance Incentives: Eligibility for annual performance-based bonuses Benefits: Comprehensive medical, dental, and vision insurance 401(k) retirement plan with employer matching Paid time off, sick leave, and paid holidays Life, short-term, and long-term disability insurance Professional development and training opportunities Flexible remote work arrangements Employee assistance and wellness programs Work Authorization & Residency Requirement: Must be legally authorized to work in the United States Must currently reside within the United States Applications from candidates residing outside the U.S. will be automatically rejected$70k-100k yearly 4d agoClient Success Specialist (Enterprise), JAPAN
Meltwater
Remote senior client service specialist job
Description What We're Looking For:Ready to explore the opportunity of Client Support/Success Specialist in Meltwater? We're searching for individuals like yourself to join our dynamic team and enhance our customer experience in the Premium Support portfolio. As a Client Support Specialist, you will closely collaborate with the Program Manager and Sales to ensure customer requirements are fulfilled. You will advocate for innovation and best practice adoption, and leverage technology to address challenges. Joining Meltwater means entering a space where you'll grow both personally and professionally. Our environment is all about helping you develop your talents, offering mentorship, and embracing inclusive leadership principles. You'll work alongside experienced colleagues and supportive leaders who are committed to guiding you. Be part of our lively community, where we celebrate your unique contributions and encourage you to reach your full potential. Let's team up and dive into the world of client support, making a real difference together. What You'll Do: Manage a portfolio of Enterprise Premium Support clients. Handle day-to-day reactive requests by delegating tasks to Managed Services, Product Support, or addressing them directly as needed. Responsible for overseeing the completion of the customer's scope of work. Create "blueprints" for Searches and Dashboards, leveraging resources to address complex and specific client requirements effectively. Monitors Enterprise support consumption within their portfolio and provides insights on key themes and challenges to the account Customer Success Manager (CSM) and/or Program Manager as needed. Work closely with the Program Manager to continually enhance our enterprise support offerings through collaborative efforts. Support Program Manager in completing operational tasks necessary for software and/or service deliveries. Identify workflow inefficiencies or out-of-scope requests, and support the Program Manager in alignment among all stakeholders regarding the scope of Enterprise support. What You'll Bring: Bachelor's degree or higher in any field, accompanied by a minimum of 2 years' experience in business-to-business client support, preferably within the SaaS industry. Proficiency in at least one major business domain area (e.g., Retail, Consumer Goods, Government, Communications, Media, Tech Health, Life Sciences, Financial, Agency). Strong analytical skills enabling effective problem-solving in business contexts. Demonstrated capability to communicate, present, and influence convincingly across all organizational levels, both internally and externally. Cross-functional collaboration skills, adept at leveraging resources to prioritize customer satisfaction with a client-centric mindset. Experience with large-scale enterprise implementations, understanding associated challenges and requirements. Proficient in Boolean logic and data structuring methodologies. Excellent written and verbal communication skills in Japanese and English. Highly desired: Korean language proficiency. Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week. The ability to legally work in the country of hire is required for this position. What We Offer: Enjoy 20 days of annual paid time off plus an additional day off on your birthday! Monthly wellness allowance to support your commitment to a healthy lifestyle. Comprehensive health insurance tailored for you, complete with an annual health check. Employee assistance programs covering mental health, legal, financial, wellness, and behaviour areas to ensure your overall well-being. Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters. Energetic work environment with a hybrid work style, providing the balance you need. Benefit from our family leave program, which grows with your tenure at Meltwater. Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career. Where You'll Work: Japan, Tokyo, Shibuya-ku, Ebisu 1-18-18, Tokyu Fudosan Ebisu Bldg. 5F Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people. Equal Employment Opportunity Statement Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment. All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations. Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.$59k-86k yearly est. Auto-Apply 15h agoClient Experience Specialist
Atticus
Remote senior client service specialist job
At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives. But today, most never get it. Atticus makes it easy for any sick or injured person in crisis to get the life-changing aid they deserve. In the last six years, we've become the leading platform connecting people with disabilities to government benefits. We also help victims of accidents, misconduct, and violence get compensation from insurance. So far, we've helped hundreds of thousands of people access over $10B in life-changing aid -and earned over 17,000+ five-star reviews. And we're just getting started. We've raised more than $100 million from top VC firms like Fika, Forerunner, GV (Google Ventures), and True Ventures, with ambitions to create a category defining business assisting needy Americans. (We closed our Series C round in April 2025, so we're well-funded for the foreseeable future.) In 2025, our team grew from 151 to 210, and we will grow again in 2026. The Job Each day, hundreds of people seek our help getting disability benefits or insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand their situation, figure out whether we can help them, and advise them on the next steps. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, Front, etc.), and help hundreds of ordinary people (each with a unique story) every week. You'll be measured by and compensated for the impact you have on our clients. This job is different from traditional customer service or sales: Our service is totally free, and clients are desperate for our help - so you'll rarely talk to an angry customer. The conversations are deeply rewarding, and clients are profoundly grateful. You will have to navigate conversations on deeply personal and sad topics, gently but quickly offer guidance, and handle many different interactions over the course of a day. Please note: You don't need any prior legal knowledge or experience to excel in this job. Qualifications Required: You have at least three years of professional work experience, and have succeeded in jobs that involve talking to customers all day (CX, sales, support, hospitality, etc.). You care about people and can interact with folks from all walks of life; you're able to simultaneously be supportive to a person in crisis and quickly drive a conversation. You're a quick learner and a competent writer, able to master complex new topics and platforms when given instruction and support. Preferred: You've had a metrics-driven role and you exceeded the goals set for you and outperformed your peers. You've previously worked at high volume, high-performing service/sales/support team from a company known for great customer service. We are strongly committed to building a diverse team. If you're from a background that's underrepresented in tech, we'd love to meet you. Salary and Benefits This is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture. We're a certified B Corporation tackling a critical social problem. Our mission to help people in need drives everything we do, and your work here will touch many lives. We offer competitive pay - including equity, bonus, and generous benefits: Medical and dental insurance with 100% of employee premiums covered 15 vacation days & ~20 paid holidays each year (including two weeks at end-of-year) Free membership to OneMedical $600/year reimbursable stipend for internet service $1,000 reimbursable stipend for education and training outside of work Up to $1,200/year student loan repayment assistance 401(k) and optional HSA/FSA Humble, thoughtful, smart, fun colleagues We anticipate the base salary band for this role will be between $60,000 and $75,000 in addition to equity, benefits, and an uncapped monthly bonus structure. Under the current bonus compensation plan, top performers are earning over $100,000 in total compensation. The salary at offer will be determined by a number of factors such as candidate's experience, knowledge, skills, and abilities, as well as internal equity among our team. Location This job is fully remote and we're committed to empowering everyone with flexibility. We care a lot about building a great culture and we think some interactions need to happen in person, so we put a lot of thought into retreats, offsites, and other ways to gather.$60k-75k yearly Auto-Apply 60d+ agoClient Experience Specialist (remote)
AWTB
Remote senior client service specialist job
Join our dynamic travel team! As a Client Experience Specialist, youll help travelers plan and enjoy seamless, stress-free trips while working from home with flexible hours. Responsibilities: Provide outstanding client support from inquiry to return. Communicate clearly and professionally via phone, chat, or email. Anticipate client needs and ensure smooth travel experiences. Gather feedback to improve service quality. Qualifications: Excellent communication and people skills. Detail-oriented and dependable with strong follow-up habits. Comfortable working independently in a remote environment. Passion for helping others and learning about travel. What We Offer: Work-from-home flexibility. Mentorship and ongoing training. Supportive, growth-minded team culture. Access to travel industry perks and education$26k-45k yearly est. 60d+ agoClient Access Specialist
Neighborhood Service Organization Inc.
Remote senior client service specialist job
Job Title: Client Access Specialist Department: Centralized Patient Access Reports To: Client Access Manager FLSA Status: non-Exempt Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills. This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics. Requirements and Duties Answer high volume of phone calls, route, and respond appropriately Schedule appointments for consumers Confirm upcoming appointment times and reschedule if necessary Monitor clinician calendars and schedule appointments Perform insurance verification and confirm consumer demographic and contact information Register new consumers in the electronic medical records system Monitor for referrals and conduct follow up activities Perform other clerical duties such as filing, photocopying, transcribing and faxing Manage patient demographic and personal information. Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations. Compile, verify, type, file medical records, correspondence, and reports Update records upon receipt of new information Assist with departmental / unit audits and investigations. Distribute medical charts to the appropriate departments / units within NSO. Maintain quality and accurate records by following NSO procedures. Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner. Ensure all medical records are protected and kept confidential Other duties as assigned. Work Environment Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties. The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients. Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing. Must be able to lift up to 15lbs on occasion Seeing/vision, talking/speaking and listening/hearing are continuously required. Frequently required to sit & stand during working hours Frequently required to sit, walk or drive. Occasionally required to travel between work locations. Requirements Qualifications: Education : High School Diploma or equivalent Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role Additional Requirements Proficiency in MS Office (Word, Excel, PowerPoint & Outlook) Proficiency in electronic medical records systems Ability to learn additional software Proficiency in general office equipment (PC, printer/fax/copier, telephony system) Proficiency in data entry, filing Valid Michigan Driver's license/access to private transportation. Required Skills/Abilities: Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Experience working remotely and proficient with software/tools related to remote work. Experience working with data in all forms including electronic formats and databases. Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous. E.E.O.C. Statement The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time. NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status$30k-36k yearly est. Auto-Apply 49d agoV104- Legal Intake and client Specialist
Flywheel Software
Remote senior client service specialist job
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: This role offers an exciting opportunity to support a fast‑growing legal practice by serving as a key point of connection between potential clients and the firm's services. As an Intake Specialist with Job Duck, you will guide individuals through their first interactions, ensuring they feel supported, understood, and well‑informed throughout the process. Each day, you'll help nurture warm leads, collect critical case information, and maintain accurate documentation that strengthens the client onboarding pipeline. Success in this role comes from being proactive, attentive, and confident in engaging with people while remaining highly organized and reliable. Candidates who thrive in dynamic environments and enjoy helping others will excel in this position. • Salary Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Perform accurate data entry and maintain organized digital files Meet one‑on‑one with clients to gather essential information Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling Nurture potential clients via phone and email communications Maintain professionalism and clarity when setting expectations with clients Help improve conversion rates by delivering highly attentive and personalized interactions Collaborate with management and the front desk during onboarding and workflow transitions Collect documents from clients and upload them into the CRM systems Monitor incoming leads and act promptly to avoid missed opportunities Support attorneys and team members by ensuring all intake information is complete and accurate Requirements: • Full‑time position supporting a bankruptcy law practice • Work hours: 8 to 5 EST • Software and tools used: • Next Chapter (CRM) • Clio Manage and Clio Grow • Whale for process training/documentation • Spanish is mandatory • High‑volume warm lead environment (60-90 leads monthly) with the goal of increasing conversions from the current 18 per month • Requires consistent communication on calls and email nurturing • Ideal start date: As soon as possible Work Shift: 8:00 AM - 5:00 PM [EST][EDT] (United States of America) Languages: English, Spanish Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.$36k-63k yearly est. Auto-Apply 8d agoClient Experience Specialist (Licensed) - Pacific time US Based Remote
Anywhere, Inc.
Remote senior client service specialist job
Client Experience Specialist (licensed) The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in Washington . The ideal candidate will be able to work in Pacific time. Responsibilities: Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. Regularly update and manage communication with all parties involved in the transaction. Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. Active real estate license in good standing, preferably in Washington State. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. Quality Assurance -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. Adaptability- the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time, and Sick Time Paid Family & Paternity Leave Life Insurance Business Travel Accident Insurance All employees receive access to LinkedIn Learning Tuition reimbursement for approved programs Employee Referral Program Adoption Assistance Program Employee Assistance Program Health and Wellness Program and Incentives Employee Discounts Employee Resource Groups$30k-41k yearly est. Auto-Apply 7d agoClient Experience Specialist
Thoughtful.Co
Remote senior client service specialist job
Opportunity: As a Client Experience Specialist at Smarter Technologies, you will support the deployment of AI-driven and human-in-the-loop (HITL) solutions that transform customer Revenue Cycle Management (RCM) operations. You will work closely with senior delivery leaders and cross-functional teams to ensure smaller customer accounts launch successfully, stabilize quickly, and begin realizing measurable operational and financial outcomes. In this role, you help bring clarity to workflows, organize delivery activities, translate customer needs, and support issue resolution. You build customer confidence by ensuring they understand what is being deployed, how it works, and what outcomes to expect. This role is ideal for someone early in their delivery career who thrives in fast-paced environments and wants to grow into full implementation ownership. Key Responsibilities: Program Coordination and Delivery Support Coordinate day-to-day implementation activities for smaller customer accounts. Support delivery planning, milestone tracking, status reporting, and governance materials. Maintain structured, clear communication across internal teams and customer stakeholders. Document workflows, decisions, and updates needed for smooth execution. Customer Alignment & Workflow Understanding Help customers understand AI/HITL workflows, handoffs, and operational impacts. Translate customer questions and workflow nuances into clear inputs for technical teams. Maintain alignment between customer SMEs and internal engineering, data, and operations teams. Workflow Translation & Implementation Readiness Assist in mapping and validating customer workflows into AI/HITL processes. Support customer readiness, including data mapping, workflow walkthroughs, testing, and documentation. Ensure customer teams are prepared for go-live and early adoption. Execution, Monitoring & Issue Tracking Track delivery progress, risks, and dependencies; surface issues early to delivery leads. Support issue triage, ensuring the right owners are engaged and resolutions are documented. Contribute to ensuring deployments stabilize and perform reliably. Value Tracking and Continuous Improvement Monitor early performance signals such as throughput, exceptions, accuracy trends, and customer feedback. Identify improvement opportunities and collaborate with Delivery Executives or Customer Success. Capture lessons learned to enhance delivery playbooks, tools, and repeatable processes. Minimum Qualifications: 2-4 years of experience in program coordination, implementation, consulting, or operations. Experience supporting technology deployments or workflow/process changes. Strong ability to document workflows, communicate clearly, and manage multiple tasks. Comfortable working with technical and non-technical teams. Organized, detail-oriented, proactive problem-solver. Interest in AI, automation, healthcare workflows, or RCM (expertise not required). Preferred Qualifications: Exposure to healthcare RCM operations or healthcare technology. Experience with workflow documentation, requirements gathering, or product configuration. Familiarity with HITL systems, AI automation concepts, or process optimization. Experience coordinating cross-functional teams. Thoughtful AI Benefits Market-leading base salary Medical, dental, and vision insurance for you and your dependents Flexible Time Off California Salary Range $120,000-$158,000 USD$35k-61k yearly est. Auto-Apply 4d agoClient Experience Specialist (SaaS), North America
MacHinio
Remote senior client service specialist job
(This role is for candidates based in Central or Eastern Timezones, please only apply if you reside in one of these time zones). The Customer Experience Specialist role at Machinio plays a key part in the growth of our fastest-growing product, Machinio System-an all-in-one software solution that powers websites and CRMs for dealers in the machinery, marine, and service industries. If you are highly detail-oriented, organized, enjoy solving problems, excel at building and maintaining relationships, can quickly learn new systems and functionalities, thrive under deadlines, are passionate about process and continuous improvement, and are committed to delivering an exceptional customer experience, this role is an excellent fit. It also offers long-term growth within a foundational, early-stage team! Our Company Machinio operates Machinio.com and Machinio System, and this role will work with the latter. We're a fast-moving, former startup transforming a traditional $400 billion industry through technology, with teams across North America, Europe, and Asia. Our SaaS product, Machinio System, is experiencing rapid growth, and we're looking for a proactive, organized, and analytical thinker to join our team and help deliver an outstanding experience to our existing clients. You either have the skills below or are willing to learn them: Strong at building relationships and maintaining excellent customer interactions. Comfortable leading meetings with existing clients and conducting training sessions in person or virtually. Extremely patient, able to explain functions clearly, and present effective solutions. Highly detail-oriented and proactive in managing the work assigned to you. Impeccable attention to grammar and visual presentation. Quick to learn new systems and functionalities. Able to meet deadlines, manage tasks, and deliverables consistently. Passionate about processes, methods, and continuous improvement. A kind, genuine, and collaborative team player who thrives in group settings and enjoys contributing to a productive, goal-oriented team. This is not a cushy role-you must be online, available, and actively working during scheduled hours to support clients and the team. Responsibilities: Be the primary point of contact for the Machinio System Existing Client Support initiative for dedicated accounts. Manage the support inbox and phone line for dedicated accounts, ensuring timely and professional responses. Handle technical inquiries, troubleshoot, and escalate complex issues when necessary. Conduct periodic check-ins to assess client satisfaction, encourage product usage, and address concerns proactively. Deliver phone and video explanations, lead occasional training sessions, and create learning materials to support clients. Follow up on late payments, while learning and applying effective client retention strategies. Assist clients with updates, issues, and questions related to their Machinio System-powered website designs. Gather client feedback and testimonials to support marketing and product improvement efforts. Participate in weekly collaboration sessions with the Team Lead to brainstorm solutions. Work Life: Flexibility to work remote with a very engaged, cross-functional team, preferably from EST or CST time zones. Remote setup provided for all team members, along with modern work equipment. Casual, collaborative, fast-paced work environment and a fun team (we're cool). In-person team events and really fun in-person holiday parties! Compensation: Starting base compensation at 55,000/year, commensurate/to be discussed with experience. Opportunity to earn commissions on upsells, feature-based. Robust benefits package (PTO, medical insurance, dental insurance, vision insurance, flexible spending account, health savings account, life & disability Insurance, retirement benefits/401(k) and voluntary benefits). Our Interview Process: Step 1 - Phone Interview with the Senior Director of Operations, one of Machinio's execs, to get to know you! Step 2 - Google Meets video interview with the Team Lead to go into detail about the role and participate in an evaluation. Step 3 - Final interview. We are efficient decision-makers. Our interview process has a 2-week timeline and we do not waste time. We are not recruiters, we are real employees, with long tenures and institutional knowledge, and we work with and manage the job/team you are interviewing for. We take time to interview and build teams because our people are our most important resource.$35k-62k yearly est. Auto-Apply 9d agoClient Enablement Specialist
K1X
Remote senior client service specialist job
Who We Are: K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we're the first to produce a digital K-1. Learn more at *********** Role Overview: The Client Enablement Specialist plays a vital role in driving adoption and ensuring our clients fully leverage K1X's tools and solutions. This role is focused on onboarding, training, and providing ongoing support to our clients, thereby ensuring that users confidently navigate and utilize our platform. As a key ambassador of K1X, you will proactively engage with clients, deliver tailored training sessions, and foster seamless communication between client teams and our internal departments. Responsibilities: Onboarding & Implementation Own end-to-end onboarding for assigned client accounts, using standardized implementation framework. Execute repeatable onboarding plans aligned to defined service tiers. Coordinate with internal technical teams to support system and user configuration and data integration. Ensure onboarding milestones, timelines and deliverables are met consistently across accounts. Training & Enablement Deliver standardized training sessions to functional user groups (preparers, reviewers, centralized teams) focused on core workflows & best practices. Facilitate group trainings, office hours, and working sessions designed for scale and repeatability. Adoption Acceleration Monitor usage and adoption metrics across assigned accounts to ensure clients reach early and ongoing value milestones. Proactively identify underutilization trends and execute adoption interventions. Support standardized workflow adoption across practice areas within scope. Partner with Account Managers to maintain alignment on client health and service expectations. Client Change Enablement Serve as the primary point of contact for enablement-related questions within the defined service scope. Guide clients through standardized workflow changes and reinforce best practices. Document common challenges, FAQs & repeatable solutions to continuously improve scaled enablement programming. Cross-Functional Collaboration Partner with Product Support to ensure smooth go-live transitions and efficient issue resolution. Provide structured feedback to Product and Enablement teams based on trends observed across the client base. Escalate complex transformation, customization, or executive-level needs to SVP of Client Enablement when required. Requirements 1-3 years of experience in tax, tax technology, client service, or enablement-focused roles within public accounting or in-house tax departments. Working knowledge of Schedule K-1 tax workflows Experience delivering onboarding, training, or client support in structured repeatable environment. Familiarity with tax software, tax automation tools or tax compliance platforms. Strong organizational and time-management skills with the ability to manage a high volume of accounts. Clear, confident communicator with the ability to simplify workflows and reinforce standard processes. Comfort working with adoption metrics, usage data, and client feedback to guide next steps. Experience using K1x's K1Aggregator product is a plus Experience using modern CRM tools to track onboarding milestones, monitor adoption activity, and maintain accurate client records. Benefits Unlimited Vacation Policy + Sick Time + Holidays Paid Parental Leave Fully Remote Opportunity Healthcare Benefits and 401K Growing Startup Culture$32k-52k yearly est. Auto-Apply 22d agoClient Experience Specialist (Licensed) - Pacific time US Based Remote
Anywhere Real State Inc.
Remote senior client service specialist job
Client Experience Specialist (licensed) The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in Washington. The ideal candidate will be able to work in Pacific time. Responsibilities: * Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. * Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. * Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. * Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. * Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. * Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. * Regularly update and manage communication with all parties involved in the transaction. * Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: * Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. * Active real estate license in good standing, preferably in Washington State. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: * Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. * People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. * Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. * Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. * Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. * Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. * Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. * Quality Assurance -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. * Adaptability- the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. * Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. * * Anywhere is proud to offer a comprehensive benefits package to our employees including: * Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D * 401(k) savings plan with company match * Paid Time Off to Include Holidays, Vacation Time, and Sick Time * Paid Family & Paternity Leave * Life Insurance * Business Travel Accident Insurance * All employees receive access to LinkedIn Learning * Tuition reimbursement for approved programs * Employee Referral Program * Adoption Assistance Program * Employee Assistance Program * Health and Wellness Program and Incentives * Employee Discounts * Employee Resource Groups$32k-52k yearly est. Auto-Apply 7d agoJPMorgan Private Client - Client Experience Specialist Manager
Jpmorganchase
Senior client service specialist job in Westerville, OH
Come join JPMorgan Private Client as an Client Experience Manager and manage a team of Specialists focused on providing our affluent client segment with an exceptional experience. As the Client Experience Manager you'll lead a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Sr. Private Client Banker team; provide concierge service to our clients, and assist with servicing needs. You will collaborate with the Market Director to coach and mentor Relationship Managers and Client Experience Specialists, fostering their development and driving business results. Job Responsibilities Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations. Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities. Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr. Private Client Bankers, and solicit feedback to identify development opportunities. Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners. Utilize product and process knowledge to coach team members and quickly resolve client escalations. Build a strong network of collaborative partnerships across the Firm. Execute on business strategy initiatives with partners and Market Directors, including developing and delivering executive and external reporting and other communications. Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures. Responsible for recruiting, interviewing and making hiring decisions for the team. Required Qualifications, Capabilities, and Skills A minimum of five years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs. Preferred Qualifications, Capabilities, and Skills A bachelor's degree This role is located in Westerville, OH and will report in the office 5 days per week.. This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************$54k-77k yearly est. Auto-Apply 1d agoClient Experience Specialist (Remote)
Traveling With McHaila
Remote senior client service specialist job
Were seeking a motivated Client Experience Specialist to support clients by providing personalized assistance, coordinating details, and delivering a smooth, professional experience from start to finish. This fully remote role is ideal for someone who enjoys helping people, staying organized, and working independently. What Youll Do: Communicate with clients to understand needs and preferences Provide guidance, updates, and timely follow-ups Coordinate details and ensure accuracy throughout the process Deliver friendly, reliable client support What Were Looking For: Strong communication and organization skills Customer service or client-facing experience (preferred, not required) Comfortable working remotely Detail-oriented, dependable, and tech-comfortable Citizen of the US, Mexico, Australia, and UK Why This Role Stands Out: 100% remote flexibility Training and ongoing support provided Opportunity for growth$29k-49k yearly est. 35d agoClient Experience Specialist
One Legal LLC
Remote senior client service specialist job
About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: * Lead clients through the One Legal platform to complete tasks. * Maintain accurate client records in Salesforce. * Own your learning and communicate effectively with your manager. * Advocate for clients by reviewing materials and providing feedback to internal teams. * Solve problems efficiently, ensuring a high-quality client experience. * Represent the client's voice to influence product improvements. Driver of Results: * Seek solutions to enhance the employee experience and celebrate team successes. * Collaborate with your manager to meet corporate goals. * Understand and act on key KPIs to consistently deliver exceptional client service. * Continuously improve the client experience through proactive learning. Operational Excellence: * Embrace new technology to improve service and efficiency. * Address productivity issues with your team and suggest improvements. * Assist in onboarding new team members. * Focus on de-escalation to minimize client delays. * Follow all policies and guidelines. * Participate in discussions to ensure consistent practices and communication.$25k-30k yearly est. 16d ago
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Updated January 29, 2026