Client Services Specialist

Grasshopper Bank

Client Services Specialist managing client onboarding and support for Grasshopper Bank. Collaborating across teams to ensure a seamless banking experience for clients.

Posted 5/19/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

You’ll act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience.
Your role will primarily be to shepherd our clients through the onboarding, account opening, and account management processes.
Additionally, it will focus on providing ongoing support for our ancillary product and service offerings, as well as strengthening the client’s overall relationship with the bank.
Communication and Service skills are paramount in this role as you’ll be expected to collaborate across departments including Banking, Operations, Technology, and Risk and Compliance, to assist with the development of and adherence to best practices for our team and our clients.
Responsibilities include:
- Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses
- Log, dispatch, and resolve client requests according to defined processes
- Interact with other departments and third-party vendors to help solve client inquiries
- Provide guidance and assistance on a wide variety of projects and tasks
- Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging
- Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank
- Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.

Requirements

What you’ll need

At least two (2) years experience in a customer-facing service role; within a banking or financial services environment.
Understanding of business documentation for new accounts including ownership and authority.
Willingness to work flexible hours to service clients in other time zones.
The ability to communicate clearly - both verbally and in writing - using above average grammar, syntax, and spelling
Experience accurately and consistently logging completed tasks and client activity in a ticketing database; experience with Zendesk’s suite of applications is preferred, but not required
Advanced problem-solving skills and ability to work independently
Proven competency regarding technology including, Microsoft Windows, Mac OS, and mobile profiles

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Grasshopper Bank Website LinkedIn All Job Openings 51 - 200 employees Founded 2020 🏦 Banking 💳 Fintech 🔌 API Banking
Fintech
API Grasshopper Bank is a digital-first bank focused on providing innovative financial solutions for small businesses, startups, and venture capital firms. They offer a wide range of banking services including small business checking and savings accounts, startup banking, and lending options such as SBA and venture capital lending. In addition, they provide embedded finance and API banking solutions, showcasing their expertise in fintech and digital finance. Grasshopper Bank focuses on secure and flexible operating accounts, as well as treasury management tools designed to help businesses and firms manage their finances effectively. With a strong emphasis on digital banking, they offer powerful online tools to facilitate bookkeeping, cash flow management, and payment processing for their clients. Client Services Specialist Job not on LinkedIn 🔥 4 minutes ago 🗽 New York – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
You’ll act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience.
Your role will primarily be to shepherd our clients through the onboarding, account opening, and account management processes.
Additionally, it will focus on providing ongoing support for our ancillary product and service offerings, as well as strengthening the client’s overall relationship with the bank.
Communication and Service skills are paramount in this role as you’ll be expected to collaborate across departments including Banking, Operations, Technology, and Risk and Compliance, to assist with the development of and adherence to best practices for our team and our clients.
Responsibilities include:
- Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses
- Log, dispatch, and resolve client requests according to defined processes
- Interact with other departments and third-party vendors to help solve client inquiries
- Provide guidance and assistance on a wide variety of projects and tasks
- Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging
- Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank
- Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others. 🎯 Requirements
At least two (2) years experience in a customer-facing service role; within a banking or financial services environment.
Understanding of business documentation for new accounts including ownership and authority.
Willingness to work flexible hours to service clients in other time zones.
The ability to communicate clearly - both verbally and in writing - using above average grammar, syntax, and spelling
Experience accurately and consistently logging completed tasks and client activity in a ticketing database; experience with Zendesk’s suite of applications is preferred, but not required
Advanced problem-solving skills and ability to work independently
Proven competency regarding technology including, Microsoft Windows, Mac OS, and mobile profiles Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Client Services Analyst 🔥 13 hours ago ALTUS Receivables Management 201 - 500 💸 Finance Website LinkedIn All Job Openings Client Services Analyst liaising between customer and Paragon Asset Recovery at ARMStrong Insurance Services. Generating reports and addressing customer inquiries efficiently. 🇺🇸 United States – Remote 💵 $60k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Client Service Analyst 🔥 13 hours ago WEX 5001 - 10000 🚗 Transport 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Client Service Analyst at WEX analyzing electronic client files and maintaining enrollment accuracy. Responsibilities include reviewing premium reconciliation, error troubleshooting, and direct client communication. 🇺🇸 United States – Remote 💵 $21 - $25 / hour 💰 $310M Post-IPO Debt on 2020-06 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Client Care Specialist 🕒 2 days ago Banfield Pet Hospital 10,000+ employees ⚕️ Healthcare Insurance 🧘 Wellness Website LinkedIn All Job Openings Client Care Specialist managing client interactions across various communication channels for veterinary services. Providing support and assistance for pet care appointments and inquiries in a remote role. 🇺🇸 United States – Remote 💵 $18 - $25 / hour ⏰ Full Time 🟢 Junior 📁 Client Services 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Commercial Lines Client Service Manager 🕒 3 days ago Higginbotham 1001 - 5000 🤝 B2B 👥 HR Tech Website LinkedIn All Job Openings Commercial Lines Client Service Manager responsible for assisting producers and clients with commercial lines insurance coverage and processing related tasks. 🇺🇸 United States – Remote 💰 $20.7M Series unknown on 2015-01 ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services Client Service Onboarding Specialist 🕒 3 days ago Windward Recruiting 1 - 10 🎯 Recruiter 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Client Service Onboarding Specialist managing client onboarding processes at Oakwell Private Wealth Management. Handling client requests and maintaining client data in CRM with a focus on efficiency and accuracy. 🇺🇸 United States – Remote 💵 $65k - $80k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

customer serviceaccount managementproblem-solvingbusiness documentationticketing databaselogging tasksclient activity tracking

Soft Skills

communication skillscollaborationmentoringindependenceattention to detail

Certifications

Bank Secrecy Act (BSA)Anti-Money Laundering (AML)Office of Foreign Assets Control (OFAC)Gramm-Leach-Bliley ActBank Protection ActCommunity Reinvestment Act