Client Service Specialist Jobs
Client Service Specialist jobs are open across banking, insurance, healthcare, and technology, from entry-level to senior and team lead, with specializations in account management, customer onboarding, and retention. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below.
ROLE AND RESPONSIBILITIES
The ideal candidate will have the skills and experience to:
- Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
- Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
- Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
- Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
- Proactively reach out to clients when issues occur to provide workaround solutions.
- Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
- Troubleshoot customer issues by conducting research in internal Treasury systems.
BASIC QUALIFICATIONS
- Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.
- Must have good customer service, problem solving and communications skills, both verbal and written.
- Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
- Ability to work well with clients and team members.
- Good attention to detail and accuracy.
- Good organizational and time management skills.
- Proficient in the use of Microsoft Office products: Word, Excel, and related systems.
PREFERRED QUALIFICATIONS
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
COMPENSATION
- Pay range (depending on location and experience): $17-28/hr
LOCATION AND SCHEDULE
This position is full-time in office with variable schedule options. The available office locations are:
- Chandler, AZ
- Los Angeles, CA
- Denver, CO
- Las Vegas, NV
- Houston, TX
- Midvale, UT
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
INTRODUCTION
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States - locations are listed below.
ROLE AND RESPONSIBILITIES
The ideal candidate will have the skills and experience to:
- Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
- Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
- Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
- Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
- Proactively reach out to clients when issues occur to provide workaround solutions.
- Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
- Troubleshoot customer issues by conducting research in internal Treasury systems.
BASIC QUALIFICATIONS
- Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.
- Must have good customer service, problem solving and communications skills, both verbal and written.
- Requires High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
- Ability to work well with clients and team members.
- Good attention to detail and accuracy.
- Good organizational and time management skills.
- Proficient in the use of Microsoft Office products: Word, Excel, and related systems.
PREFERRED QUALIFICATIONS
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
COMPENSATION
- Pay range (depending on location and experience): $17-28/hr
LOCATION AND SCHEDULE
This position is full-time in office with variable schedule options. The available office locations are:
- Chandler, AZ
- Los Angeles, CA
- Denver, CO
- Las Vegas, NV
- Houston, TX
- Midvale, UT
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
See All 337+ Client Service Specialist Jobs
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Find JobsClient Service Specialist Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Fidelity Investments67
- Bank OZK21
- AIDS Healthcare Foundation12
- Beyond Finance12
- Kestra Financial12
Top Industries Hiring
- Investment & Asset Management84
- Banking & Financial Services79
- Consulting & Professional Services35
- Fintech33
- Insurance28
What Employers Look For
The qualifications that appear most often in client service specialist jobs.
- 1-3 years of customer-facing or client service experience in a professional setting
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills across email, phone, and chat
- Ability to manage multiple client accounts or cases simultaneously
- Associate or bachelor's degree in business, communications, or a related field
- Experience with ticketing or case management systems such as Zendesk or ServiceNow
Tips for Your Client Service Specialist Job Search
Tailor your resume to each posting
Client service specialist job descriptions vary widely by industry. Pull exact language from each posting, such as 'CRM proficiency' or 'escalation handling,' and mirror it in your resume so your application clears automated screening before a recruiter reads it.
Quantify your client outcomes concretely
Hiring managers for client service roles want proof you move metrics. Instead of 'improved client satisfaction,' write specifics like 'reduced churn by resolving escalations within the same business day' so your impact reads as a pattern, not a one-time event.
Target industries where you have domain knowledge
A client service specialist in fintech fields very different questions than one in healthcare or SaaS. Applying to roles in industries you already understand shortens your ramp time and gives you concrete answers ready for 'tell me about a difficult client interaction.'
Apply early to roles that fit
Migrate Mate lists client service specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a customer scenario story in advance
Most client service specialist interviews include a behavioral question about handling an upset or demanding client. Rehearse one specific story using the situation, action, and result format so your answer is crisp, not improvised under pressure.
Follow up after interviews with a specific detail
A follow-up email that references something concrete from your conversation, like a workflow challenge the hiring manager mentioned, signals genuine interest and reinforces your fit. Send it within 24 hours while the interview is still fresh for both sides.
Client Service Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most client service specialists?
The companies hiring the most client service specialists right now include Fidelity Investments, Bank OZK, and AIDS Healthcare Foundation, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of June 2026. Demand is particularly active in insurance, banking, and technology services.
How many client service specialist jobs are remote?
About 42% of client service specialist openings are fully remote or hybrid as of June 2026, making it one of the more flexible roles in business operations. Sub-specializations focused on software onboarding, account management, and digital support tend to have the highest share of remote and hybrid arrangements.
How do you become a client service specialist?
Start by building experience in any customer-facing role, such as retail, call center, or administrative support, to develop communication and problem-solving habits. Then target entry-level client service openings in an industry you know, learn the CRM tools common to that sector, and work toward certifications in customer success or service operations to strengthen your candidacy.
Can you get a client service specialist job with little experience?
Yes, many employers hire client service specialists without direct prior experience if you can demonstrate strong communication skills and a service mindset. Emphasize transferable experience from retail, hospitality, or administrative roles, highlight any CRM or ticketing software you have used, and apply to companies in industries where you already have product or domain familiarity.
What does the client service specialist interview process look like?
Most client service specialist hiring processes include an initial phone screen focused on your communication style and background, followed by one or two interviews covering behavioral questions about client interactions, conflict resolution, and prioritization. Some employers add a short written exercise or role-play scenario to assess how you handle a difficult client situation in real time.
Where can I find and apply to client service specialist jobs?
You can find and apply to client service specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and apply directly to each one that fits.
See All 337+ Client Service Specialist Jobs
Jump back to the full list of openings and apply to any client service specialist role that fits.
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