Client Service Specialist Jobs in Tampa, FL
Client Service Specialist jobs in Tampa are concentrated in Westshore, Downtown, and Channelside, with strong demand across financial services, healthcare, and professional services. Employers actively hiring include Truist, Bank OZK, and Corestream. See the openings below and apply to the ones that match your experience.
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Showing 5 of 107+ Client Service Specialist jobs
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope:
Essential Job Functions:
- Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
- Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Actively participate in morning huddles.
- May open new accounts, as needed and with documented approval of management.
- Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
- Actively promote teamwork, leading by example and taking initiative to assist others.
- Demonstrate effective organizational and time management skills.
- Provide backup and assistance to other retail banking locations, as requested.
- Model and champion the Bank’s standards for exceptional customer service.
- Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
- Enthusiastically support the bank’s values and mission.
- Display a high degree of integrity, trustworthiness, and professionalism at all times.
- Complete all essential training timely.
- Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
- Maintain consistent, good punctuality and attendance to work.
- Adhere to all Bank policies, procedures, and guidelines
Knowledge, Skills & Abilities:
- Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
- Knowledge of bank policies and procedures
- Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
- Ability to communicate effectively both verbally and in writing
- Ability to demonstrate team player approach, capable of thriving in a continually changing environment
- Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
- Ability to work without close supervision
- Ability to maintain confidentiality
- Ability to follow policy and procedure including safety and security procedures
- Ability to travel to other work locations (e.g., training, staffing shortages), as needed
- Skill in using computer and Microsoft Office applications necessary to perform essential job functions
Basic Qualifications:
- High school diploma or equivalent required; bachelor’s degree preferred
- 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
- Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
- Cash handling experience preferred
Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope:
Essential Job Functions:
- Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
- Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Actively participate in morning huddles.
- May open new accounts, as needed and with documented approval of management.
- Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
- Actively promote teamwork, leading by example and taking initiative to assist others.
- Demonstrate effective organizational and time management skills.
- Provide backup and assistance to other retail banking locations, as requested.
- Model and champion the Bank’s standards for exceptional customer service.
- Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
- Enthusiastically support the bank’s values and mission.
- Display a high degree of integrity, trustworthiness, and professionalism at all times.
- Complete all essential training timely.
- Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
- Maintain consistent, good punctuality and attendance to work.
- Adhere to all Bank policies, procedures, and guidelines
Knowledge, Skills & Abilities:
- Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
- Knowledge of bank policies and procedures
- Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
- Ability to communicate effectively both verbally and in writing
- Ability to demonstrate team player approach, capable of thriving in a continually changing environment
- Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
- Ability to work without close supervision
- Ability to maintain confidentiality
- Ability to follow policy and procedure including safety and security procedures
- Ability to travel to other work locations (e.g., training, staffing shortages), as needed
- Skill in using computer and Microsoft Office applications necessary to perform essential job functions
Basic Qualifications:
- High school diploma or equivalent required; bachelor’s degree preferred
- 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
- Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
- Cash handling experience preferred
Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
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Find JobsClient Service Specialist Job Market in Tampa
Who's Hiring
- Truist12
- Bank OZK12
- Corestream12
- Akerman LLP12
- Ministry Brands12
Client Service Specialist Jobs in Tampa: Frequently Asked Questions
How do I get a client service specialist job in Tampa?
Focus your search on Westshore and Downtown Tampa, where financial firms, insurance carriers, and healthcare organizations cluster their client-facing teams. Banks, wealth management firms, and large health systems post the most openings, and candidates who can demonstrate CRM proficiency and experience handling complex client accounts stand out locally. Attending Tampa Bay professional networking events and targeting companies headquartered near the Westshore Business District accelerates your search.
Which companies hire client service specialists in Tampa?
Tampa client service specialist roles are posted by Truist, Bank OZK, and Corestream and others right now, based on current listings on Migrate Mate as of August 2026. Tampa's employer base skews toward large regional financial institutions, national insurance carriers, and healthcare organizations with significant operations in and around the Westshore and Downtown corridors.
Are there remote client service specialist jobs in Tampa?
Yes, though availability depends on the role: desk-based and account management positions are far more remote-friendly than on-site or relationship-intensive client roles. About 60% of client service specialist openings tied to Tampa are remote or hybrid as of August 2026, with financial services and SaaS companies leading the way. Account coordination and inside client support functions make up the largest share of remote-eligible postings.
How can I get a client service specialist job in Tampa with little or no experience?
The most realistic entry path in Tampa is through call center or customer support roles at the city's large insurance carriers, regional banks, and healthcare systems, which routinely hire without prior specialist experience and promote from within. Positions such as customer service representative or client support associate at firms in the Westshore or New Tampa corridors serve as direct stepping stones. Familiarity with Salesforce or similar CRM platforms and a demonstrated ability to handle high-volume client contact give entry-level candidates a concrete edge.
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