Client Services Specialist

Correlated Solutions, Inc.

Client Services Specialist managing client support and Help Desk tickets for Corelation. Providing immediate assistance and maintaining KeyStone product knowledge.

Posted 5/22/2026full-timeRemote • California • 🇺🇸 United StatesJunior💰 $47,242 - $55,579 per yearWebsite

About the role

Key responsibilities & impact

Supporting client needs through the organization and completion of Help Desk tickets
Providing immediate assistance for incoming client calls, either through direct resolution or proper escalation
Maintaining a solid understanding of the KeyStone product and an in-depth understanding of the assigned area of specialization
Providing after-hours client support on a rotating basis
Ensuring prompt resolution is provided and requisite records of client requests and resolutions are maintained
Providing high-level demonstrations and discussions of system functionality to clients as needed
Assisting in client preparation for system releases and changes

Requirements

What you’ll need

At least a high school degree/GED
At least three to twelve months of experience in customer service, preferably while working with or for Credit Unions
Experience working in back-office support, primarily working with peripheral troubleshooting and support, network technical troubleshooting, desktop support, and/or help desk experience

Benefits

Comp & perks

Medical, Dental, Vision, Life Insurance
401(K) Match
Discretionary profit share
Discretionary annual bonus
Wellness Programs: Yoga and Massages
Bi-Weekly engagements (coffee tastings, trivia, etc.… )
Community Involvement
Professional Development
Growth Days
Vacation Days
Floating Holidays
Sick Days
Parental leave

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Help Desk supportclient assistanceticket resolutionperipheral troubleshootingnetwork technical troubleshootingdesktop support

Soft Skills

communicationproblem-solvingcustomer serviceorganizationescalation management

Certifications

high school degreeGED