Client Experience Specialist Job at Machinio

First Line Client Specialist

West & Central Africa First Line Client Specialist role at Citi focuses on suppo...

Location

Cameroon , Douala

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding or Middle Office
Bachelor's degree with minimum Upper Second honors (or equivalent)
proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help
good understanding of Client Marketing needs

Job Responsibility

Proactively support West and Central Africa Corporate FX Sales to manage the ‘First Line of Defence’
ensuring post-trade processes are managed efficiently and effectively
monitoring of the desks first line controls
act as a point of escalation and own resolution of operational issues between sales and support functions
diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
proactively mitigating client impact whilst enhancing the client experience
develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
assist with external presentation for client workshops, training, etc. with focus on formatting
help collate data to help the team in monitoring and analysing FX portfolio performance
compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets

Fulltime

Customer Experience Specialist

The Singapore Office of CloserStill Media (CSM) is seeking a proactive and custo...

Location

Singapore , Singapore

Salary:

Not provided

CloserStill Media

Expiration Date

Until further notice

Requirements

1-2 years in a corporate customer-facing role with administrative experience
Fluency in English and Mandarin Chinese (professional written and spoken skills)
Strong organisational skills with the ability to multitask and manage multiple customer requests efficiently
Excellent interpersonal and communication skills, with a customer-focused mindset
Strong team player with the ability to work collaboratively with cross-functional teams
Comfortable to work in a fast-paced environment and handle multiple tasks simultaneously
Detail-oriented with a problem-solving attitude
Demonstrated desire for continuous learning and improvement
Willing to adopt new digital platforms

Job Responsibility

Serve as the main point of contact for customers
Positively influence the customer journey by delivering a consistent and effortless experience to clients from point of sale through to post-event communications
Responsible for onboarding customers to our digital platforms, monitoring their activity and progress, whilst ensuring they meet all key deadlines and requirements
Manage the onboarding of sponsors and exhibitors, verifying data accuracy across CRM and digital platforms while tracking and reporting key metrics
Develop and manage exhibitor communications via a multi-channel approach including EDMs, event app, WhatsApp and WeChat
Oversee the shared inbox, handling enquiries efficiently, ensuring all actions are tracked for full team visibility
Create a variety of templates for various exhibitor educational resources, including documents, videos, and webinars
Oversee the VIP Nomination Programme, including the review of submissions, communications, and coordination with internal teams
Deliver 1:1 client support through calls, ensuring a positive and professional experience
Manage and securely share data in compliance with GDPR and PDPA guidelines, ensuring accuracy and diligence

Fulltime

Client Support Technical Specialist

Client Support Technical Specialist role at Onebox (Fever Group) providing techn...

Location

Spain , Barcelona

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Experience in technical support, helpdesk, or client-facing troubleshooting roles
Work proficiency in English
Excellent communication skills, building trust and strong relationships with clients
Proactive mindset, anticipating client needs and providing solutions
Strong teamwork abilities, collaborating with different teams to deliver the best experience
Empathy and customer focus, understanding their needs and delivering outstanding service
Problem-solving skills, efficiently managing and resolving issues

Job Responsibility

Be the go-to person for our clients — providing fast, friendly, and effective technical support
Deliver training sessions to help clients make the most of our platform
Manage helpdesk-style support, responding to incidents with speed, clarity, and professionalism
Work cross-functionally with internal teams to improve processes and enhance the overall client experience
Participate in on-site event support when needed, ensuring smooth operations and exceptional service
Activating/deactivating promotions and templates
Ticketing setup and configuration
Exporting data, generating reports, and monitoring access activity

What we offer

Temporary contract 6 months + Permanent contract
Hybrid work model – Possibility to work 3 days from home
23 vacation days + your birthday off
Training budget to fuel your growth
Private health insurance with a special employee discount for you and your family
Wellhub access – Stay active and healthy
Flexible remuneration with Endenred
Team events, after-work activities & two annual parties
Additional pay for on-call and event travel shifts

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Customer Experience Specialist

A client of ours is looking to hire a customer-oriented service representative w...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven customer support experience or experience as a Client Service Representative
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
High school diploma

Job Responsibility

Manage large amounts of incoming phone calls
Generate sales leads
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/customer service team sales targets and call handling quotas
Handle customer complaints, provide appropriate solutions and alternatives within the time limits
follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Online Sales and Client Onboarding Specialist

We’re looking for an Online Sales and Client Onboarding Specialist to join our t...

Location

Bangladesh , Dhaka

Salary:

25000.00 - 30000.00 BDT / Month

DigiTech InfoSys

Expiration Date

Until further notice

Requirements

Fluency in English (both spoken and written)
Proven experience in email outreach and occasional cold-calling, particularly with clients in the US, UK, CA, AU, NZ, and Europe
Strong communication and persuasion skills
Minimum of 2 years of Sales experience is a must
Tech-savvy and comfortable with using CRM tools
A USB headset with a noise-canceling microphone for occasional calls

Job Responsibility

Send emails daily to potential clients in the US, UK, CA, AU, NZ, and Europe
Occasionally make calls to engage clients as needed
Generate interest in our services and follow up on leads
Identify new business opportunities and maintain client engagement
Utilize and improve communication scripts for effective outreach
Deliver presentations to ensure a smooth client transition
Collaborate with internal teams to provide seamless onboarding experiences

What we offer

Opportunity to work in a fast-paced, goal-driven environment
A supportive team and room for professional growth
Competitive salary and performance-based incentives

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Experience Specialist

Machinio

Location:
United States

Category:
IT - Software Development

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 22, 2026

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

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