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(Employer Name Not Available)

Client Services Specialist

Career Insights for Client Service Representative / Associate

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Based on Rhode Island data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$46,838 / year median in Rhode Island

-6% projected decline

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Job Description

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Salary Not Available

Position range in Rhode Island $38k - $55k Per Year Client Services Specialist

(Employer Name Not Available)

Occupation:

Customer Service Representatives

Location:

Johnston, RI - 02919

Job Type:

Full Time (30 Hours or More)

Posted:

07/29/2026

Positions available: 1

Source:

Axelon | Veterans Sourcing Group LLC

Web Site:

www.axelon.com

Job #: 26-07992

Job Requirements and Properties

Help for Job Requirements and Properties. Opens a new window. Work Onsite

Full Time Schedule

Full Time

Job Description

Help for Job Description. Opens a new window.

Job Title:

Client Services Specialist (Onsite)

Location:

Johnston, RI

Hours:

10:30 AM - 7:00 PM (Mon - Fri) | 24/hr

Notes:

1. Training in Riverside, RI

2. After training; schedule may change based on business needs Job Summary We are seeking a Commercial Operations Specialist to join a fast-paced banking operations team. In this role, you will provide exceptional support to Commercial Banking clients by handling Cash Management, ACH, and Commercial Card inquiries via phone, email, and chat. The ideal candidate has strong customer service skills, banking operations experience, excellent problem-solving abilities, and the ability to thrive in a high-volume environment. Responsibilities

  • Provide support to Commercial Banking clients through phone, email, and chat.
  • Assist customers with Cash Management, ACH, and Commercial Card products and services.
  • Research client inquiries and educate customers on available banking products and services.
  • Troubleshoot and resolve technical, system, and operational issues while ensuring timely follow-up.
  • Escalate complex issues when appropriate and coordinate with internal teams for resolution.
  • Perform root cause analysis to identify recurring issues and recommend process improvements.
  • Partner with operational support teams to resolve client concerns and improve service delivery.
  • Maintain accurate documentation and provide outstanding customer service.
  • Meet departmental productivity, quality, and service level goals.
  • Proactively communicate potential service issues to management. Additional Information
    Help for Additional Information. Opens a new window. Qualifications
  • High School Diploma or GED required.
  • Minimum 5 years of customer service and call center experience.
  • Banking or financial services experience preferred.
  • Strong knowledge of ACH, Cash Management, Commercial Banking, or Commercial Card products is highly preferred.
  • Excellent verbal and written communication skills.
  • Strong phone etiquette and active listening skills.
  • Ability to prioritize tasks and manage multiple responsibilities in a fast-paced environment.
  • Strong analytical, problem-solving, and troubleshooting skills.
  • Ability to work independently with minimal supervision.
  • Proficient with computers and Microsoft Office applications.
  • High attention to detail and strong organizational skills.