Associate, Client Processing I - Loans Enablement
Pittsburgh, PA jobs
Associate, Client Processing I
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in brokerage processing is preferred
Applicable local/regional licenses or certifications as required by the business
Prior loan operations experience in a financial service setting preferred
Detail oriented
Excellent verbal and written communication abilities
Ability to self-manage, prioritize, and execute workload
Familiarity with technical applications to include, but not limited to, Microsoft Office applications
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Client Onboarding/Transitions/Conversions/KYC II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system
Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform
Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts
Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations
Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events
Closes off accounts by first checking for any pending activity or balances remaining in the account
Works directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents
Ensures application form is received, and tax documentation is received from the investor
Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation
Ensures client receives all necessary training or conducts the training him/herself
Communicates progress to team and escalate issues or potential project delays
Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities
Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients
Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process
Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed
Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolution
Responsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience
Guides the client in appropriate platform applications and structure of their program/product offering
No direct reports
Provides guidance to less experienced colleagues as needed
Allocates work to and monitors the work quality of others assigned to the client
May have people management responsibilities in some geographies
Responsible for standard clients and contributes to the achievement of team objectives
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
Advanced/graduate degree preferred
3-5 years of total work experience preferred
Experience in securities, financial services or client-facing or project management roles preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Anti Money Laundering/Prevention/Know Your Client II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/Know Your Client II to join our team. This role is located in Pittsburgh, PA - Hybrid.
In this role, you'll make an impact in the following ways:
Prepares client profiles for new clients and existing clients.
Conducts periodic reviews of client profiles.
Ensures due diligence when onboarding new clients.
Researches and gathers information to prepare a basic report for a new or existing client.
Leverages online tools, independent research or collaborates directly with the relationship manager.
Amends existing client profiles when needed.
Assists with administrative tasks when applicable.
Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database.
Communicates with internal stakeholders for information gathering purposes, as needed.
No direct reports.
Contributes to the achievement of team goals.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Associate, Client Reporting/Performance II
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Loan Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Monitor and report on client portfolio performance.
Maintain online tools and reporting platform, including training clients on report production.
Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation.
Develop research analyses to understand industry trends and suggest improvements to enhance client experience.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in trading or brokerage preferred.
Ability to provide guidance to less experienced Client Reporting and Performance staff as needed.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Associate, Client Operations II
Houston, TX jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Operations II to join our Structured Debt Client Platform team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
Provide clients information related to BNY Mellon products and services representing multiple lines of business and geographies and direct them to the appropriate resources, as needed.
Monitor client inquiries, resolve non-routine issues, escalate complex issues as needed, and participate in internal activities to improve the client experience.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
Ability to apply intermediate problem solving skills, experience, and judgment to analyze information and deliver high quality service.
May have people management responsibilities in some geographies and provide guidance to less experienced team members.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Associate, Client Processing I
Houston, TX jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in brokerage processing is preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Customer Service Clerk
Reno, NV jobs
Are you looking for your next opportunity? PrideStaff Financial is working with a company in the Reno, NV area with great company culture and is looking for a positive candidate to join their team.
CUSTOMER SERVICE CLERK
JOB SUMMARY: The Customer Service Representative provides excellent customer service support by telephone and email. Resolving and or communicating customer concerns and complaints to the appropriate individuals in a timely manner. Willing to work in a fast-paced environment and have attention to detail.
DUTIES AND RESPONSIBILITIES:
Answer multi-line phone system and assist customers
Directs calls to the correct station/person.
Strong communication skills written and verbal with customers and coworkers.
Establishes and maintains files. Correctly uses a filing system and keeps files in logical order so that material is readily retrievable.
Processes documents in accordance with established procedures including checking for accuracy and completion of entries and fields.
Communicates client needs, concerns, and delivery information to team members in a timely manner.
Understands responsibilities and duties, can priorities and demonstrates effective problem-solving skills.
Understands and can apply appropriate procedures to use the database systems to respond to requests for internal reports and information.
Performs additional duties of a similar nature as assigned.
Work in a fast-paced environment.
EDUCATION, EXPERIENCE, TRAINING
High School diploma or GED equivalent.
Strong computer skills
Comfortable in Microsoft Office
Strong verbal and written communication skills
1 year of experience in administration
Benefits:
Dental insurance
Life insurance
Paid time off
Vision insurance
Monday - Friday, 8:30AM - 5PM
$18/hr
Call PrideStaff to apply at 775-391-3890!
Email your Resume to / Pay Rate (Up to): $18.00 - $18.00 Per Hour
Service Desk
Sanford, FL jobs
Position is responsible for providing support for workstations with Windows operating systems, MACs, desktop peripherals, mobile device management, asset tracking, and troubleshooting problems with applications software. Assist users in the efficient use of applications and provide escalations on technical support issues. Focuses on providing excellent customer service, building strong relationships, safety, and best work practices with the goal of delivering exceptional results.
Essential Functions:
Troubleshoots hardware and software, installations, and support to both internal and external customers.
Planning work routines, meeting performance metrics, quality control, training, documenting, and effective communication are key elements of the position.
Perform remote and/or on-site troubleshooting through diagnostic techniques and pertinent questions. Documenting issues and resolutions properly for record keeping and posterity.
Image, configure, install, repair computer endpoints, while consistently following up with users to ensure proper function.
Install computer and endpoint Windows updates, software updates, firmware.
Responsible for Imaging systems and deploying software through SCCM.
Effectively prioritize and manage multiple incidents and requests as assigned. Working to answer, evaluate, and prioritize incoming telephone, work orders, e-mail, and in-person requests for assistances from users experiencing problems with hardware, software, networking, and other computer-related technologies.
Contribute to developing training materials, procedures or conducting training to users in the proper use of hardware or software.
Diagnose, troubleshoot, and resolve hardware, software, or other network and system problems, and replace defective components when necessary.
Perform desktop and endpoint data backups and disaster recovery operations.
Monitor ticket workflows in accordance with SLAs.
Support, manage, optimize, and maintain the configuration and installation of all desktops, laptops, and mobile devices to include, but not limited to, patching, configuring, upgrading hardware or software.
Provide technical support to staff utilizing Mac OS, Windows, and Office based workstations.
Provide technical support after normal business hours on an on-call rotation or whenever necessary.
Maintain accurate inventory, asset information and various other asset records in accordance with department policy and procedures.
Lead, facilitate and/or participate in IT related projects as directed.
Knowledge and competency of the following technologies:
Windows Operating Systems
Apple iOS
Microsoft System Center Configuration Manager
Microsoft Active Directory and Group Policy
Hardware imaging and configuration
Hardware/Software security and encryption
Minimum Qualifications
Associate degree in computer technology and a minimum of two (2+) years progressively responsible experience in the computer support field.
A comparable amount of education, training, or experience may be substituted for the minimum qualifications.
Microsoft and CompTIA certifications preferred.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
Care Advocate - 245013
Dallas, TX jobs
Direct Hire Opportunity with a great organization!
Onsite opportunity in Dallas with hybrid remote potential in the future based on performance
Opportunity to earn bonuses on a monthly basis based on performance after training
Shift - Monday to Friday, start time between 7am to 11am, 8 hour shifts
Start date - January 5th
Responsibilities:
Handle full care coordination for members and maintain close communication to educate members on how their benefits work
Assist members with finding a provider in network for surgeries
Assist with scheduling procedures
Handle inbound and outbound calls
Send referrals
Confirm appointments with patients and provider offices
Taking information from members and logging this correctly into the CRM system
Assist with booking travel
Coordinate follow up appointments
Call provider offices to request medical records
Qualifications:
Bachelor's or Associate's Degree required
Exceptional customer service skills
Ability to commute to and work in the Dallas office daily
Ability to work in a fast paced environment
Empathetic
Preferred Qualifications:
Healthcare experience
Customer Service Representative
Chicago, IL jobs
About the Job:
Job Title: Bilingual Spanish/English-Loyalty Services Representative
Duration: 6 Months (CTH)
No. of Positions: 1
SKILLS
•Provide a needs analysis assessment for what a policyholder may need
• Strong verbal and written skills
• Ability to partner with others to resolve issues resulting in service or claim related issues
• Ability to utilize critical thinking skills
EDUCATION AND EXPERIENCE
• High School Required; bachelor's degree preferred
• Minimum 1 year previous contact center experience
• Previous Retention skills within a contact center environment preferred
• Previous sales experience a plus
• Licensed to sell health/life Insurance a plus
Technical Support Representative
Marietta, GA jobs
🚀 We're Hiring - Tier 1 Technical Support Representative (IT / Telecom Industry)
📍 Marietta, GA
💰 Salary: $45K - $65K
Are you passionate about helping users, solving technical issues, and growing in the IT support world?
We are hiring for a Tier 1 Technical Support role with a leading organization in the IT/Telecom services industry.
✨ What You'll Do:
🔹 Be the first point of contact for customer inquiries via phone, chat, and email
🔹 Troubleshoot basic software, hardware, and networking issues
🔹 Log support tickets in Zoho (training provided)
🔹 Escalate complex cases to Tier 2 teams as needed
🔹 Maintain empathy, patience, and professionalism throughout customer interactions
📌 Requirements:
✔️ Associate degree in IT or similar experience (3+ years preferred)
✔️ Experience with Mikrotik routers or Cisco switches is an advantage
✔️ Exposure to Wi-Fi controller solutions such as Ruckus, Omada, Unifi, Meraki, Mist, or Cisco
✔️ Strong communication skills and willingness to learn
⭐ Why Join?
✨ Paid training and continuous learning opportunities
✨ Health, vision, dental, life insurance, PTO & retirement plan
✨ Advancement opportunities within the company
✨ Supportive team culture
✨ Some shifts include remote weekend work options
If you're looking for stability, growth, and a supportive environment - this could be the right fit!
📩 Interested?
Apply by sending your resume via DM or email me at ******************** (or reply here).
CRM Database Specialist
Lakewood, CO jobs
CRM Database Specialist
Compensation: $44 - $47/hour
Inceed has partnered with a great company to help find a skilled CRM Database Specialist to join their team!
Join a dynamic team focused on modernizing technology within an environmental consulting firm. This opportunity offers a collaborative and flexible work environment, perfect for those who thrive in a family-friendly atmosphere. The role is open to enhance CRM systems and support the marketing team in streamlining processes.
Key Responsibilities & Duties:
Maintain and improve CRM data accuracy and organization
Develop best practices for CRM tool usage
Coordinate with departments to sync information into Uninet
Design and run reports for business development metrics
Support marketing team in CRM implementation
Required Qualifications & Experience:
5+ years in project management with CRM implementation
Experience with Unanet or similar CRM platforms
Proven success in managing full lifecycle projects
Nice to Have Skills & Experience:
Experience in environmental, architectural, or engineering industries
Unanet-issued certificate for Administrator
Background in application development or systems integration
Perks & Benefits:
3 different medical health insurance plans, dental, and vision insurance
Voluntary and Long-term disability insurance
Paid time off, 401k, and holiday pay
Weekly direct deposit or pay card deposit
Other Information:
Hybrid work schedule
Collaborative and friendly team environment
If you are interested in learning more about the CRM Database Specialist opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Technical Support Representative
Marietta, GA jobs
Transforming Careers, One Opportunity at a Time
At 3i People, we're more than recruiters; we're career accelerators. Partnered with cutting-edge tech firms and innovative companies, we connect top-tier talent with their dream jobs. Our mission is to open doors for professionals like you to thriving workplaces where you can leave your mark.
You can reach Anumeha at ************/******************
Job Summary
As a Tier 1 Technical Support Representative, you will be the first point of contact for our customers seeking technical assistance, establishing new service, and assisting in basic billing questions and responsibilities. You will troubleshoot basic issues, answer service-related questions, and escalate more complex problems to Tier 2 support when necessary.
Responsibilities
Answer inbound phone calls, chats, and emails from customers.
Provide clear and effective troubleshooting steps for basic software, hardware, and connectivity issues.
Document customer interactions accurately in the Zoho ticketing system. Training will be provided.
Guide customers through standard procedures and technical resolutions.
Escalate unresolved issues to Tier 2 support teams with appropriate documentation.
Maintain a high level of professionalism, patience, empathy, and customer service at all times.
Stay updated with product knowledge and internal procedures.
Qualifications
· Associate degree in information technology or equivalent or 3+ years of experience working in a similar IT support role. Experience with Mikrotik routers or Cisco switches.
· 1 year preferred Wi-Fi experience with controller-based Wi-Fi solution like Ruckus, TP link Omada, Unifi, Cisco, Mist, Meraki.
Full understanding of computer systems, mobile devices, and network troubleshooting.
Excellent verbal and written communication skills.
Comfortable working in a team-oriented environment.
Bonus: Ability to work flexible shifts, including evenings, weekends, or holidays if needed.
Overall, 3i People's extensive experience and expertise in the staffing industry make us a reliable and trusted partner for companies looking for top talent. Our commitment to delivering high-quality services and using innovative technologies, such as Leap Tiger, further set us apart from our competitors. With our personalized approach and dedication to excellence, 3i People is well-equipped to help clients succeed in the ever-changing business environment.
Procurement Service Specialist
Raritan, NJ jobs
The Procurement Service Specialist will generate 90-100 purchase orders (POs) per month through e-Marketplace for R&D, primarily focusing on lab supply orders and suppliers.
This is a part-time position with flexible hours: either 4 hours per day or 3 full days per week. The role starts onsite for training purposes and then transitions to a hybrid arrangement.
Responsibilities:
Placing approximately 100 POs weekly.
Searching for lab supplies, chemical suppliers, and catalog numbers for R&D requestors as needed.
Following up on the status of all placed POs, including handling email and phone inquiries.
Experience:
At least 1 year of experience in procurement or vendor management.
Skills:
Procurement
Vendor Management
Creating purchase orders
Education:
Associate or Bachelors.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Azhar
Email: ****************************
Internal Id: 25-53771
Patient Service Representative
Baldwin Park, CA jobs
Patient Services Registration Clerk - Onsite (Baldwin Park, CA)
Start: ASAP - 1/30/2026
Schedule: Monday-Friday, 8:30AM-5PM (no weekends)
Type: Contract (Bandwidth Support)
We are seeking an experienced Patient Services Registration Clerk to support a busy Hospital Surgery Department. The ideal candidate has 1-3 years of patient access or registration experience, preferably in a surgery clinic or hospital setting, and excels in customer service and front-office operations.
What You'll Do
Serve as first point of contact for patients arriving for surgery
Collect and enter patient demographics with a high level of accuracy
Obtain required signatures on consent and regulatory documentation
Conduct insurance verification and determine patient liability
Collect patient payments and follow cash-handling protocols
Provide exceptional customer service during high-volume surgery check-in
Prioritize workflows to support first-case start times
What You Need
High School Diploma or equivalent
1-3 years of related experience (patient access, registration, front desk, or public-facing healthcare role)
Knowledge of third-party insurance verification
Strong customer service and communication skills
Basic understanding of hospital registration processes
Comfortable with fast-paced, high-traffic environments
Epic experience preferred but not required
Work Environment
Business casual dress code
Paid employee parking
High-volume surgical department
Must maintain excellent attendance due to early case-start support
Patient Service Representative
San Mateo, CA jobs
Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished Patient Service Representative
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NOTE- THIS IS 100% ONSITE ROLE & ONLY W2 CANDIDATES/NO C2C/1099
*** Candidate must be authorized to work in USA without requiring sponsorship ***
Position: Patient Service Representative (Job Id - # 3129638)
Location: San Mateo CA 94403
Duration: 5 Months + Strong Possibility of Extension
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Job duties: Check in patients, Schedule follow ups, Make reminder calls to patients, Print, fax, etc.
Soft skills needed for this clinic: Great customer service, friendly, problem solver
POSITION REQUIREMENTS:
The manager is specifically looking for candidates with:
Epic/APeX experience (must be hands-on)
Specialty clinic background, ideally orthopedics or surgical subspecialties
High-volume scheduling experience across multiple providers
Referrals, authorizations, and work queue management
Strong communication and customer service skills in patient-facing roles
Ability to multitask and stay organized in a fast-paced clinic environment
Professional, reliable work history in medical administrative roles*
Job duties: Front desk, Back office, PC, Surgery scheduling
Soft skills/characteristics needed: Well organized, excellent communication, must be proficient in Epic/APeX and Microsoft Office Suite. Able to multitask and be detail oriented.
Estimated number of patients in clinic per day or calls per day if call center: 80-100
________________________________________________
Bhupesh Khurana
Lead Technical Recruiter
Email - *****************************
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws
Patient Account Representative
Chapel Hill, NC jobs
The Patient Accounts Representative is responsible for front-line, patient-facing duties within the Accounting Office. This position handles incoming phone calls, assists walk-in patients, processes mail and faxes, and supports patients with billing and account inquiries related to both dental and medical services. The role requires professionalism, attention to detail, and strong communication skills to ensure a positive and efficient patient experience.
Key Responsibilities
Greet and assist patients and visitors in a courteous and professional manner
Answer incoming calls and direct inquiries to the appropriate department or team member
Respond to patient billing questions, explain statements, and provide basic account information
Accept and process patient payments; provide receipts and documentation as needed
Handle incoming and outgoing mail, including scanning, sorting, and distributing faxes
Log and track patient inquiries, correspondence, and documentation in accordance with office procedures
Collaborate with billing, clinical, and administrative staff to resolve patient account issues
Maintain confidentiality of patient information in compliance with HIPAA and institutional policies
Ensure desk and waiting area remain clean, organized, and professional
Qualifications
Education & Experience:
High school diploma or GED required
1-2 years of experience in a healthcare, medical, dental, or customer service setting
Experience with patient billing systems, insurance processes, and EHR/EMR systems preferred
Background in both dental and medical billing environments strongly preferred
Skills & Competencies:
Strong interpersonal and verbal communication skills
Professional demeanor and commitment to providing excellent customer service
Ability to manage multiple tasks and prioritize in a busy environment
Proficient in Microsoft Office and comfortable working with databases and digital records
Detail-oriented with strong problem-solving and organizational abilities
Knowledge of HIPAA and patient confidentiality requirements
Financial Services Representative
Chicago, IL jobs
We are seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical.
Responsibilities:
Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy.
Client inquiries typically encompass a broad array of themes including:
Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools;
Cash deposit and withdrawal activity, position transfers, and account administrative functions.
Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic;
Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Margin calculations; Commission structure, interest, and fee.
Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.
Required Qualifications:
Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income.
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
Multi-language skills an advantage URGENT NEED FOR PORTUGUESE AND SPANISH
Bachelor's or advanced degree is required.
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Inside Sales Representative
Glendale, CA jobs
Pay: $26/hr
Schedule: Monday - Friday 7:30 am - 4:00 pm
Who We Are
Dynamic wholesale distributor.
Partner with independent businesses.
Join our growing team!
Your Mission
Build strong client relationships.
Hunt new leads via calls/emails.
Generate new business; expand market.
Present, promote, and sell products.
Execute winning sales strategies.
Ensure high customer satisfaction.
Manage quotes, proposals, and CRM.
Collaborate on territory planning.
Uphold compliance and ethical standards.
What You Bring
4-5 years B2B sales (healthcare preferred).
3-4 years proven sales success.
1-2 years of customer service.
Bachelor's degree preferred.
Stellar communication skills.
Professional, motivated, and goal-driven.
Proficient in MS Office & CRM.
What We Offer
Competitive hourly base salary.
Aggressive commission structure.
Comprehensive benefits package upon permanent hire.
Inside Sales Pharmaceutical Representative
Carmel, IN jobs
The ideal candidate is a competitive self-starter who thrives in a fast-paced environment. You must be comfortable making dozens of calls per day, working with partners, generating interest, qualifying prospects, and closing sales.
Responsibilities
Make outbound calls to healthcare professionals (HCPs) to share product information, gather insights, and support ongoing engagement efforts.
Professionally represent Cipher Pharmaceuticals, delivering sales presentations to HCPs in accordance with company SOPs and sales training.
Adhere to all legal and regulatory requirements governing the promotion and sale of pharmaceutical products.
Develop and execute a business plan to maximize sales potential within the assigned territory.
Successfully complete Cipher's comprehensive sales training program.
Build and maintain quality relations with assigned accounts
Evaluate and adjust performance to increase prescription sales.
Maintain updated and organized account files through contact management.
Complete and maintain call reports in compliance with company policy.
Perform other related duties as assigned.
Qualifications
College/University degree.
Must live within 30 miles of headquarters with reliable transportation to and from work.
Sales experience with a proven track record is a plus.
Must pass company security and background checks.
Excellent verbal and written communication.
Strong problem-solving and analytical skills.
Proficiency in computers and digital tools.
Ability to lift packages of up to 25 pounds.