Client Services Specialist — AI-Powered Banking Solutions

Intrafi LLC.; Arlington, Northern (VA, KY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Employee discount

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Opportunities for advancement

Paid time off

Parental leave

Professional development assistance

Referral program

Vision insurance

Job summary

IntraFi LLC is seeking a dedicated Client Services professional to deliver a personal, helpful customer experience to banks and financial institutions. You will handle inquiries via phone and email, assist with onboarding, and provide ongoing training support.

This hybrid role is based in Arlington, VA, with two in-office days weekly (three days for the first 90 days). Strong communication, problem-solving, and teamwork are essential, along with proficiency in Outlook, Word, and Excel.

Qualifications

• Experience with AI tools to optimize workflows, problem-solving, and productivity.
• Minimum of two years of customer service experience
• Strong oral and written communication skills
• Demonstrated ownership and accountability for learning and workload management
• Professional and friendly phone manner to build and maintain superb customer relations
• Ability to work effectively in a team environment and alone
• Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organization skills; self-directed and results/goal-oriented
• Ability to deal with change and quickly adapt to evolving business priorities
• Exceptional attention to detail
• Proficiency in Outlook, Word, and Excel

Responsibilities

• Responding to customer inquiries and resolving customer issues via phone and email
• Training new member banks for onboarding and operational implementation
• Developing and presenting customer trainings for ongoing support
• Working cross-departmentally to develop and prioritize technology and process improvements
• Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)

Skills

AI tools

Customer service

Communication

Ownership & accountability

Phone manner

Teamwork

Problem solving

Multitasking

Organization

Adaptability

Attention to detail

Tools

Outlook

Word

Excel

Job description

IntraFi LLC is seeking a dedicated Client Services professional to deliver a personal, helpful customer experience to banks and financial institutions. You will handle inquiries via phone and email, assist with onboarding, and provide ongoing training support.

This hybrid role is based in Arlington, VA, with two in-office days weekly (three days for the first 90 days). Strong communication, problem-solving, and teamwork are essential, along with proficiency in Outlook, Word, and Excel.