Remote Client Experience Specialist

Bankers Financial Corp; Florida; Hybrid; USD 40,000 - 60,000; Full time

Job summary

Bankers Financial Corp. is seeking a Client Experience Specialist I to serve as the primary contact for an assigned book of business, delivering exceptional, responsive service to clients and employees.

You will coordinate solutions across internal teams, present HRIS demos, and train clients as needed. Ideal candidates have 1–2 years in customer service or account management, strong communication skills, and proficiency with Microsoft Office and CRM tools.

Qualifications

• High School diploma or equivalent; 1–2 years in customer service or account management.
• Experience with computer systems and Microsoft Office products.
• Excellent customer service with strong verbal and written communication abilities.

Responsibilities

• Serve as the primary contact for an assigned book of business; build strong, service-oriented relationships with clients and employees.
• Evaluate and analyze client requests quickly; identify best resource or resolution and communicate outcomes.
• Present to clients via webinar or on-site demos of HRIS systems and other technology tools; facilitate client training as needed.
• Proactively escalate issues to ensure customer satisfaction; follow through on client referrals to internal resources.
• Track and record all client interactions in Salesforce; maintain confidentiality of client/employee information.

Skills

Customer service

Account management

Verbal communication

Written communication

Interpersonal skills

Microsoft Office

Salesforce

Data privacy

Education

High School diploma or equivalent

Bachelor’s or Associate’s degree in HR or related field

Tools

Salesforce

HRIS systems

Job description

Bankers Financial Corp. is seeking a Client Experience Specialist I to serve as the primary contact for an assigned book of business, delivering exceptional, responsive service to clients and employees.

You will coordinate solutions across internal teams, present HRIS demos, and train clients as needed. Ideal candidates have 1–2 years in customer service or account management, strong communication skills, and proficiency with Microsoft Office and CRM tools.