Client Support Specialist
Stable, Team-Oriented Environment
About the Opportunity
Salary Range $50,000-55,000
Creative Financial Staffing (CFS) is partnering with a well-established client to identify a detail-oriented, customer-focused Client Support Specialist to join their team. This is an excellent opportunity to join a stable organization with a strong company culture, a collaborative team, and a fast-paced environment where accuracy, responsiveness, and exceptional service make a meaningful impact.
The ideal candidate is organized, proactive, and comfortable managing multiple priorities while building strong relationships with clients, vendors, and internal stakeholders. This role offers the opportunity to become a subject matter expert in order processing, contribute to process improvements, and play an important part in delivering a positive client experience.
Please note: This position requires a minimum of eight hours of availability per day from the 30th/31st through the 5th of each month, including weekends and holidays, to support critical financial processing deadlines.
Key Responsibilities
Order Processing & Operations
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Partner closely with the Business Development team to ensure orders are accurately entered, organized, and processed within established deadlines.
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Serve as a subject matter expert for order processing, helping maintain accuracy, consistency, and efficiency across operations.
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Monitor and manage workload effectively while balancing competing priorities in a deadline-driven environment.
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Provide backup support to the Project Administration team as needed.
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Identify root causes of operational issues, resolve moderately complex problems, and escalate more complex matters to the appropriate teams.
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Coordinate with management to ensure adequate resources are available to meet business demands.
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Facilitate operational meetings and lead internal process improvement initiatives as assigned.
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Support compliance initiatives and contribute to maintaining SOC certification standards.
Client Relationship Management
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Deliver exceptional customer service by responding promptly to client and vendor inquiries and proactively communicating expectations.
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Build and maintain strong relationships with clients by developing a thorough understanding of their businesses, organizational structures, and objectives.
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Assist the Business Development team with organizing, coordinating, and managing client orders.
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Design and coordinate mail projects for assigned clients.
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Identify opportunities to strengthen existing client relationships and support additional business opportunities.
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Recognize and promptly escalate customer concerns or service issues to ensure timely and effective resolution.
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Represent the organization professionally and consistently communicate its value and service offerings.
Team Collaboration & Development
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Work collaboratively across departments to ensure seamless communication and efficient execution of client needs.
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Share knowledge, guidance, and resources to help fellow Client Support Specialists strengthen their skills and performance.
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Assist with onboarding and training new team members.
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Contribute to a positive, team-oriented culture built on accountability, continuous improvement, and outstanding customer service.
Why Consider This Opportunity?
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Stable organization: Join an established business with consistent operational needs and an important role in its ongoing success.
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Strong company culture: Be part of a collaborative, supportive team that values communication, accountability, and working together to get the job done.
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Fast-paced and engaging work: Enjoy a dynamic environment where priorities move quickly, problem-solving matters, and no two days are exactly alike.
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Opportunity to grow: Build specialized expertise, contribute ideas for process improvements, and help develop the capabilities of the broader team.
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Meaningful client interaction: Develop lasting relationships and make a direct impact on the quality of service clients receive.
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