12th June, 2026
Client Relationship Specialist
Miami, FL
Temp-to-Hire | On-site
full-time, $25 to $35 per hour, depending on experience
A financial services organization in Miami, FL is seeking a Client Relationship Specialist to support client service, onboarding, account transition activity, case management, and internal service coordination.
This is a strong temp-to-hire opportunity for someone who enjoys working with clients, solving service-related issues, coordinating across departments, and building a long-term career within a professional banking environment. The ideal candidate will bring strong communication skills, attention to detail, and experience supporting clients in financial services, banking operations, or a related service-focused environment.
Responsibilities - Support client service activities related to onboarding, account transitions, and ongoing account support.
- Assist with the intake, tracking, escalation, follow-up, and resolution of client inquiries and service requests.
- Coordinate with internal departments to help resolve client-related matters accurately and efficiently.
- Maintain customer cases, service requests, notes, and updates in Salesforce, CRM, or other case management systems.
- Support case routing, tracking, documentation, and resolution processes.
- Monitor service activity, open cases, response times, and client service trends.
- Assist with client communications during onboarding, transition, and service-related projects.
- Prepare reports and documentation related to service activity, operational performance, and client support trends.
- Identify process improvement opportunities and share recommendations with management.
- Support service technology, workflow improvement, and automation initiatives.
- Collaborate with Business, Operations, Compliance, IT, and other departments to help deliver a seamless client experience.
- Follow internal policies, procedures, and applicable banking regulations, including BSA/AML requirements.
Qualifications - Bachelor’s degree in Business Administration, Finance, Communications, Operations Management, Information Systems, or a related field preferred.
- 3+ years of experience in customer service, banking operations, client support, case management, account servicing, or a related operational role within financial services.
- Strong customer service mindset and commitment to delivering a high-quality client experience.
- Excellent communication, organization, and interpersonal skills.
- Strong attention to detail, follow-through, and problem-solving ability.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong written and verbal communication skills in English and Spanish.
- Experience with Salesforce, CRM platforms, case management systems, workflow tools, or service platforms preferred.
- Exposure to customer onboarding, operational support, service improvement, or workflow automation initiatives preferred.
Benefits - Competitive hourly compensation from $25 to $35 per hour, depending on experience.
- Temp-to-hire opportunity with the potential for long-term growth within the organization.
- Professional banking environment with exposure to client service, operations, compliance, technology, and process improvement.
- Opportunity to strengthen experience with Salesforce, case management, onboarding support, and financial services operations.
- Additional benefits and conversion details will be discussed during the hiring process.
ttg Talent Solutions is an Equal Opportunity Employer and recruiting agency. We are committed to fostering an inclusive and diverse work environment and welcome applications from all qualified candidates regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.
All offers of employment are contingent upon the successful completion of a background check and any additional screenings required by our client. We are dedicated to maintaining a professional, safe, and respectful workplace for all.
At ttg, “We believe in making a difference One Person at a Time,” ttg OPT.
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