Client Solution Specialist
Job Summary
The Client Solution Specialist supports high-volume daily service activities for the Vendor Finance team via phone and email. This role involves managing multiple priorities, handling client documentation, and ensuring compliance with regulations in a fast-paced environment. The position is primarily remote, requiring strong organizational skills and a focus on delivering excellent customer service.
Responsibilities
- Support sales, service, and execution for client relationships
- Prepare, review, and verify client documentation for accuracy
- Ensure compliance with standard regulations and processes
- Manage client inquiries and escalate servicing issues
- Maintain and update client and transaction records
Required Skills
- Customer service & relationship management
- Accuracy and attention to detail
- Data verification and documentation
- Ability to manage multiple priorities
- Proficiency in sales support and administration
Job Details
Job Description
- Provides sales, service and execution support for new and ongoing client relationships.
- Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
- Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
- Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
- Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
- May perform general administrative support.
Qualifications
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Preferred Skills: Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Customer Service, Organizational Tasks, Personal Initiative, Relationship Management, Results-Oriented, Telephone Customer Service.
- Competencies: Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration.
Work Experience
- Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.