Customer Service Specialist

Location: Coral Gables, FL
Job Type: Full-Time

Position Overview

We are seeking a Customer Service Specialist to support client onboarding, account transitions, and ongoing service operations within a growing financial services organization. This individual will play a key role in delivering a positive client experience by coordinating service requests, resolving customer issues, and working closely with multiple internal departments to ensure efficient operations.

The ideal candidate is highly organized, customer-focused, and comfortable managing multiple priorities in a fast-paced environment. Experience within banking, financial services, or a regulated industry is strongly preferred.

Key Responsibilities

• Assist with customer onboarding and account transition activities.
• Manage incoming client inquiries, service requests, and operational support cases from intake through resolution.
• Coordinate with internal teams including Operations, Compliance, Technology, and Business Units to resolve client concerns.
• Maintain accurate records of customer interactions and service requests within CRM and case management platforms.
• Monitor open cases to ensure timely follow-up and resolution.
• Support client communications throughout onboarding and service-related processes.
• Prepare reports related to customer service performance, case trends, and operational metrics.
• Identify opportunities to improve workflows, service processes, and operational efficiency.
• Participate in process automation and technology enhancement initiatives.
• Assist with customer segmentation, reporting, and service improvement projects.
• Ensure adherence to company policies, regulatory requirements, and compliance standards.

Qualifications

• Bachelor's degree in Business, Finance, Communications, Operations, Information Systems, or a related field preferred.
• 3–5 years of experience in customer service, banking operations, account servicing, client support, case management, or a similar role.
• Strong commitment to delivering an exceptional customer experience.
• Excellent verbal and written communication skills.
• Strong organizational abilities with attention to detail and follow-through.
• Ability to manage competing priorities and meet deadlines.
• Experience using CRM systems, case management platforms, or workflow tools preferred.
• Familiarity with customer onboarding, operational support functions, or process improvement initiatives is a plus.
• Bilingual English/Spanish.

What We're Looking For

• A proactive problem-solver who takes ownership of client issues.
• Someone who thrives in a collaborative, team-oriented environment.
• A professional with strong interpersonal skills and a customer-first mindset.
• An individual who embraces change and continuously seeks ways to improve processes and service quality.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Diego Mejia