Client Success & Onboarding Specialist

ROCS Grad Staffing; Annapolis (MD); On-site; USD 42,000 - 56,000; Full time

Job summary

ROCS Grad Staffing in Annapolis, MD, is seeking a candidate for a client-facing role that launches careers in a professional environment. You will work directly with clients to understand needs, coordinate information and documentation, and guide them through a key process from start to finish while developing communication, organization, problem-solving, and relationship management skills.

Ideal applicants have strong customer service experience and excellent communication, with a willingness

Qualifications

• Bachelor’s degree in Business, Economics, Psychology, Finance, or a related field preferred (May 2025 & May 2026 graduates are encouraged to apply).
• Strong customer service or client-facing skills and a genuine interest in helping people.
• Excellent verbal and written communication skills.
• Highly organized and detail-oriented with the ability to manage multiple clients, tasks, and deadlines.
• Comfortable working with numbers, reviewing information, and handling detailed documentation.
• Patient, professional, and confident when communicating with a wide variety of clients.
• Coachable and eager to learn, with the ability to retain and apply information through an extensive training program.
• Motivated, dependable, and eager to grow professionally.
• Ability to work effectively both independently and as part of a collaborative, on-site team.
• Previous experience in customer service, administration, hospitality, communications, or another client-facing environment is a plus, but not required.
• Ability to successfully complete required background and credit checks.

Responsibilities

• Serve as a primary point of contact for clients, providing professional, responsive, and personalized support throughout their experience.
• Communicate with clients by phone, email, and text to answer questions, provide updates, gather information, and explain next steps.
• Conduct client conversations to understand individual goals, circumstances, and needs and provide appropriate information and guidance.
• Collect, review, and organize client information and documentation to ensure records are complete and accurate.
• Maintain detailed client records, communications, and follow-up activities within the CRM.
• Coordinate client requests and applications from initial contact through completion, keeping clients informed and ensuring tasks are completed on schedule.
• Review sensitive information and use attention to detail and sound judgment to help determine appropriate options.
• Explain products, processes, requirements, and next steps clearly and professionally.
• Collaborate with internal team members to ensure client needs are addressed efficiently and accurately.
• Maintain compliance with company policies, procedures, and applicable regulations.
• Participate in comprehensive training and ongoing professional development.

Skills

Customer service

Communication

Organization

Attention to detail

Problem solving

Education

Bachelor's degree in Business, Economics, Psychology, Finance, or related field

Job description

ROCS Grad Staffing in Annapolis, MD, is seeking a candidate for a client-facing role that launches careers in a professional environment. You will work directly with clients to understand needs, coordinate information and documentation, and guide them through a key process from start to finish while developing communication, organization, problem-solving, and relationship management skills.

Ideal applicants have strong customer service experience and excellent communication, with a willingness