Provides Tier 1 support by responding to customer calls, emails, and chats, troubleshooting product issues, educating users, and documenting interactions while escalating technical issues when needed.
Client Services Specialist
📜 Description
- Respond to client inquiries and provide timely, professional updates.
- Record, prioritize, track, and follow up on requests through resolution.
- Coordinate meetings, project discussions, document exchanges, and follow-up actions.
- Maintain accurate client records, service notes, and project documentation.
- Work with consulting and operations teams to clarify requirements and resolve service issues.
- Monitor deadlines, escalate sensitive concerns, and recommend improvements to recurring service processes.
🛠️ Requirements
- Two to five years of experience in client services, customer support, account coordination, project administration, or a related field.
- Excellent written and verbal communication skills and a courteous, solutions focusd approach.
- Strong organizational skills, attention to detail, and consistent follow through.
- Proficiency with email, calendars, video conferencing, spreadsheets, and customer relationship management systems.
- The ability to manage multiple requests, prioritize deadlines, and work independently in a fully remote environment.
- Professional judgment, discretion, and a collaborative approach to working with colleagues and clients.
- Experience in consulting, professional services, or project based client relatonships
- Familiarity with customer relationship management platforms, project management tools, client onboarding, or service procedures.
- Experience documenting workflows or recommending improvements to recurring processes.
✨ Benefits
- Health insurance benefits, subject to applicable plan terms and eligibility requirements.
- Retirement benefits, subject to applicable plan terms and eligibility requirements.
- Paid leave in accordance with company policy and applicable requirements.
- A fully remote working arrangement with opportunities to collaborate across teams.
- A professional environment that values clear communication, dependable service, and continuous improvement.
- Opportunities to strengthen client relationship, coordination, and professional services skills
- Employee Experience
Full job description
Remote Client Services Specialist
Full Time | Fully Remote | Suricats Consulting
Suricats Consulting is seeking a Remote Client Services Specialist to support client communication, service coordination, and project delivery. This full time, fully remote position is suited to a professional with 2 to 5 years of relevant experience who can organize client requests, maintain accurate records, coordinate with internal teams, and deliver a responsive client experience. The ideal candidate communicates clearly, manages competing priorities, and handles information with discretion.
Full Job Description
The Role
As a Remote Client Services Specialist, you will help maintain strong client relationships and support the effective delivery of consulting services. You will respond to inquiries, track requests through resolution, and coordinate with colleagues to keep actions, timelines, and updates on schedule. You will work independently while collaborating with colleagues and following established procedures.
What You’ll Do
• Respond to client inquiries through approved communication channels and provide timely, professionl updates
• Record, prioritize, track, and follow up on requests, ensuring outstanding items have clear next steps
• Coordinate meetings, project discussions, document exchanges, and follow up actions with clients and colleagues.
• Maintain accurate client records, service notes, and project documentation in company systems.
• Collaborate with consulting and operations teams to clarify requirements, direct inquiries, and resolve service issues.
• Monitor deadlines, identify potential delays, and escalate complex or sensitive concerns appropriately.
• Prepare professional correspondence, status updates, meeting notes, and summaries with attention to detail
• Protect confidential client and company information and follow established data handling and recordkeeping procedures.
• Identify recurring client questions and recommend practical improvements to service delivery
What We’re Looking For
• Two to five years of experience in client services, customer support, account coordination, project administration, or a related field.
• Excellent written and verbal communication skills and a courteous, solutions focusd approach.
• Strong organizational skills, attention to detail, and consistent follow through.
• Proficiency with email, calendars, video conferencing, spreadsheets, and customer relationship management systems.
• The ability to manage multiple requests, prioritize deadlines, and work independently in a fully remote environment.
• Professional judgment, discretion, and a collaborative approach to working with colleagues and clients.
Bonus Points
• Experience in consulting, professional services, or project based client relatonships
• Familiarity with customer relationship management platforms, project management tools, client onboarding, or service procedures.
• Experience documenting workflows or recommending improvements to recurring processes.
What We Offer
• Health insurance benefits, subject to applicable plan terms and eligibility requirements.
• Retirement benefits, subject to applicable plan terms and eligibility requirements.
• Paid leave in accordance with company policy and applicable requirements.
• A fully remote working arrangement with opportunities to collaborate across teams.
• A professional environment that values clear communication, dependable service, and continuous improvement.
• Opportunities to strengthen client relationship, coordination, and professional services skills
Employee Experience
You can expect a role where reliability, thoughtful communication, and teamwork are valued. Success means keeping clients informed, documenting work accurately, and following through on commitments. This position is fully remote, so candidates should have reliable internet access, a suitable workspace, and the ability to manage their responsibilities effectively.
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