Job Description
Insight Global's financial services client is looking for a Customer Experience/Relationship Specialist. On a daily basis, they will support customer service and client experience efforts by managing incoming inquiries, coordinating service requests, and assisting with case management processes from initiation through resolution. This role utilizes Salesforce Service Cloud and other platforms to accurately log, monitor, escalate, and follow up on client issues, ensuring responses are delivered promptly and meet established service standards. The specialist also plays an integral role in client onboarding and account transition activities, guiding customers through required processes while maintaining compliance with regulatory standards such as KYC, BSA, and AML. In addition, the role collaborates cross-functionally with Business, Operations, Compliance, and IT teams to facilitate issue resolution, maintain case accuracy, track performance metrics, and support report...