Client Experience Specialist – In-Office, PTO & Benefits

Current; Pittston (ME); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

192 hours of PTO annually

Health and dental insurance (employee‑

Company-paid life insurance

401(k) with employer contributions

Job summary

Current is seeking a Customer Service Representative to be a frontline ambassador, handling client interactions via phone, email, and in-person meetings. You’ll support onboarding, retention, and service needs while assisting accounting teams with client-related initiatives.

The role emphasizes clear communication, confidentiality, and collaboration with cross-functional teams within the Pittston PRIME Hub call center. Prior customer support experience is preferred.

Qualifications

• 1–2 years of customer support experience preferred
• Strong written and verbal communication skills
• Ability to work independently and in a team
• Maintain client confidentiality and professional demeanor

Responsibilities

• Engage with clients via phone, email, and in-person interactions in a professional and timely manner
• Support client onboarding, retention, and service inquiries
• Review customer accounts for contract changes and service level updates
• Communicate complex financial information clearly and professionally
• Prepare professional correspondence for third-party financial requests
• Handle inbound email and phone communication using best practices
• Document client interactions and maintain accurate records per firm procedures
• Guide and assist walk-in clients with clarity and professionalism
• Take ownership of client requests and ensure follow-through within firm policies
• Collaborate with Transportation Tax and Accounting teams to deliver quality outcomes
• Contribute to process improvements and team efficiency initiatives
• Support team goals and assist colleagues as needed
• Assist in managing operations within the Pittston PRIME Hub call center

Skills

Strong customer service

Clear communication

Problem solving

Organizational skills

Tools

CRM systems

Microsoft Office

Call center software

Job description

Current is seeking a Customer Service Representative to be a frontline ambassador, handling client interactions via phone, email, and in-person meetings. You’ll support onboarding, retention, and service needs while assisting accounting teams with client-related initiatives.

The role emphasizes clear communication, confidentiality, and collaboration with cross-functional teams within the Pittston PRIME Hub call center. Prior customer support experience is preferred.