Client Specialist Jobs
Client Specialist jobs are open across financial services, healthcare, software, and retail, from entry-level to senior and team-lead roles, with specializations in account management, customer success, and onboarding. Find a role that fits from the openings below and apply directly.
Find Client Specialist JobsOverview
Showing 5 of 440+ Client Specialist jobs
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
-
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
-
Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
-
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
-
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
-
Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
-
Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
High School diploma, or equivalent education and related training
-
Five years of related experience, preferably within financial services
-
Two years of experience in a CCS role, or similar
-
Demonstrated ability to identify, analyze and resolve issues independently
-
Advanced knowledge of related systems and processes
-
Good communication skills, both written and verbal, in relating to internal and external clients and contacts
-
Good organizational skills
-
Ability to complete all core courses outlined in the CCS training curriculum
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
-
Associate’s degree in related field
-
Possess working product knowledge of bank services and Financial Services Industry
-
Possess math aptitude with ability to grasp general accounting and financial concepts
-
Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
-
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
-
Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
-
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
-
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
-
Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
-
Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
-
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
-
Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
High School diploma, or equivalent education and related training
-
Five years of related experience, preferably within financial services
-
Two years of experience in a CCS role, or similar
-
Demonstrated ability to identify, analyze and resolve issues independently
-
Advanced knowledge of related systems and processes
-
Good communication skills, both written and verbal, in relating to internal and external clients and contacts
-
Good organizational skills
-
Ability to complete all core courses outlined in the CCS training curriculum
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
-
Associate’s degree in related field
-
Possess working product knowledge of bank services and Financial Services Industry
-
Possess math aptitude with ability to grasp general accounting and financial concepts
-
Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
See All 440+ Client Specialist Jobs
Jump back to the full list of openings and apply to any client specialist role that fits.
Find Client Specialist JobsClient Specialist Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Fidelity Investments67
- CVS Health49
- Lane Bryant Brands Opco22
- Bank OZK21
- AIDS Healthcare Foundation12
Top Industries Hiring
- Investment & Asset Management88
- Banking & Financial Services80
- Healthcare & Medical Services67
- Consulting & Professional Services48
- Fintech33
What Employers Look For
The qualifications that appear most often in client specialist jobs.
- Two or more years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for client-facing interactions
- Ability to manage multiple client accounts and competing priorities simultaneously
- Bachelor's degree in business, communications, marketing, or a related field
- Experience preparing client reports, QBRs, or renewal documentation
Tips for Your Client Specialist Job Search
Quantify your client retention results
Client specialist resumes that list outcomes, renewal rates, satisfaction scores, or portfolio size, stand out over resumes that only describe duties. Pull numbers from your CRM reports or performance reviews before you apply to any opening.
Tailor your resume to the industry vertical
A client specialist in fintech handles very different workflows than one in healthcare or logistics. Swap in the exact terminology from the job posting, 'book of business,' 'escalation management,' or 'onboarding cadence', so your resume clears automated screening.
Apply early to roles that fit
Migrate Mate lists client 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 client scenario walkthrough
Interviewers for client specialist roles almost always ask you to walk through a difficult client situation. Draft two or three structured examples using a situation-action-result format before your first interview so your answers are specific rather than vague.
Research the company's client tier structure
Before an interview, find out whether the company segments clients by revenue, product type, or geography. Mentioning their specific model signals you understand the day-to-day of the role, not just the job title.
Follow up with a use-case note after interviews
After a client specialist interview, send a follow-up that references one specific client challenge the hiring manager mentioned and how your approach would address it. That level of specificity is far more memorable than a generic thank-you.
Client Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most client specialists?
The companies hiring the most client specialists right now include Fidelity Investments, CVS Health, and Lane Bryant Brands Opco, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of June 2026. Demand is highest in financial services, SaaS, and healthcare technology.
How many client specialist jobs are remote?
About 46% of client specialist openings are fully remote or hybrid as of June 2026, though availability varies by industry and seniority level. Customer success and onboarding-focused roles tend to have the highest share of remote options, while relationship-heavy enterprise account roles more often require in-person or regional presence.
How do you become a client specialist?
Start by building experience in a customer-facing role, support, sales coordination, or account administration all translate well. From there, develop comfort with CRM tools, learn to write clear client-facing communications, and build familiarity with the industry you want to work in, whether that's financial services, software, or healthcare. Applying to associate-level client specialist roles is the most direct path in.
Can I get hired as a client specialist with little experience?
Yes, entry-level client specialist roles exist, especially at software companies and financial services firms that build in structured training. Employers at this level typically prioritize communication skills, attention to detail, and a demonstrated ability to handle difficult conversations over years of experience. Highlighting internships, retail or hospitality work, or volunteer coordination can substitute for direct account management history.
What does the client specialist interview process look like?
Most client specialist interview processes include an initial screening call focused on your communication style and client experience, followed by one or two rounds with the hiring manager and a team member. A role-play or written exercise is common, you may be asked to draft a client email, respond to a complaint scenario, or walk through how you'd handle an at-risk account. Final rounds often include a conversation with a senior leader or department head.
Where can I find and apply to client specialist jobs?
You can find and apply to client specialist jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing from the page.
See All 440+ Client Specialist Jobs
Jump back to the full list of openings and apply to any client specialist role that fits.
Find Client Specialist Jobs