Job Summary:
We are seeking a Client Services Specialist to join our team. The ideal candidate will have a strong background in customer relationship management, sales, and project management. Experience with Salesforce and financial services is highly desirable.

Responsibilities:
- Manage client accounts and build strong relationships to ensure client satisfaction
- Utilize Salesforce to track client interactions and sales activities
- Analyze market trends and provide insights to improve client services
- Assist in project management tasks to meet client needs and expectations
- Communicate effectively with clients to address inquiries and resolve issues promptly

Skills:
- Proficiency in customer relationship management
- Experience with Salesforce or similar CRM software
- Strong project management skills
- Knowledge of financial services industry
- Excellent communication skills to interact with clients effectively
- Sales experience in a service-oriented environment
- Familiarity with SaaS products and services

If you are a dedicated professional with a passion for client services and possess the required skills, we invite you to apply for this exciting opportunity.

Job Type: Part-time

Pay: $20.00 - $24.48 per hour

Expected hours: 12 – 40 per week

Benefits:

• Paid time off
• Paid training
• Work from home

Compensation package:

• Performance bonus

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Warwick, RI 02886: Relocate before starting work (Required)

Work Location: Hybrid remote in Warwick, RI 02886