Client Services SpecialistInsight Global • Pittsburgh, PA, US
Client Services Specialist
Insight Global • Pittsburgh, PA, US
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job_description.job_card.job_descriptionSpanish or Portuguese speaking CRM experience (specifically Microsoft Dynamics) Bachelor's Degree Foreign Exchange Experience Serve as the primary contact for clients, handling issues via phone and email Support Senior CSOs with client offboarding and meeting participation Collaborate with internal teams to resolve client concerns Advocate for clients while managing multiple tasks in a fast-paced environment Strong customer service skills and ability to multitask Interest in learning operational workflows Flexible to work 8-hour shifts between 8am–7pm EST
Job Description
Job Description
Required Skills & Experience
- 1+ years of experience within clients services from banking
- Experience working with, and understanding process of wire payments, ACH payments, lockbox etc.
- Ability to collaborate in meetings and provide strong communication
- Strong customer service skills – willing to chase down answers and find solutions for their client
- Microsoft Office (specifically Excel)
Nice to Have Skills & Experience
One of Insight Global’s top banking clients is hiring a Client Services Officer to work onsite 4 days / week in Pittsburgh. This role sits within the Treasury Services department, supporting external clients by resolving complex inquiries and ensuring client satisfaction.
Key Responsibilities :
Requirements :
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Client Service Specialist • Pittsburgh, PA, US