Client Services Specialist

Job Description
Insight Global is seeking a Client Services Specialist for a top financial services client. This candidate will serve as a primary point of contact for customers, delivering high-quality support across phone, email, and in-person interactions. They will troubleshoot issues, assist with account-related needs, and provide guidance on financial products and services. The ideal candidate is detail-oriented, bilingual, and thrives in a fast-paced environment while maintaining a strong focus on customer satisfaction and compliance.

Day-to-Day:
Respond to incoming customer calls and emails in a timely and professional manner
Resolve customer issues and queries on first contact while building strong relationships
Assist customers with account openings, transactions, and in-branch support
Identify customer financial needs and guide them to appropriate resources or channels
Meet KPIs related to call quality, productivity, and response times
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