Client Services Specialist

$37,440 - $45,760/Yr

Capital Management Services - Buffalo, NY

Full-time - Entry Level

Onsite - Buffalo, NY

Credit Intermediation and Related Activities

About the position

The Client Services Specialist at Capital Management Services is responsible for managing day-to-day client communications and deliverable management. This role serves as the communication hub for client interactions, ensuring effective reporting processes and calendar management for client-related activities. The specialist will handle inquiries, requests, and feedback, maintaining organized records and managing tasks assigned to the Client Services Associate.

Responsibilities

• Manage direct communication with CMS clients.
• Handle calendar management for client calls, deliverables, and appointments.
• Maintain the Client Services email inbox and manage conference calls.
• Review and troubleshoot client and internal reports.
• Ensure accurate record keeping and manage network folders.
• Assist in managing tasks assigned to the Client Services Associate.

Requirements

• High school diploma or GED required.
• Bachelor's degree preferred.
• Experience in customer service and financial services.
• Strong analysis skills and attention to detail.
• Exceptional written communication skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Nice-to-haves

• Team management experience.
• Outgoing personality and strong interpersonal skills.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching