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  • Client Experience Specialist (Licensed) - Arizona Time US Based Remote

    Anywhere Real Estate

    Remote chargeback specialist job

    **Client Experience Specialist (licensed)** The **Client Experience Specialist** is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets, primarily** **_in Arizona_** **. The ideal candidate will be able to work on Arizona time.** **Responsibilities:** + Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. + Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. + Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience:** + Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. + Active real estate license in good standing, preferably in AZ. **Competencies:** To perform the job successfully, an individual should demonstrate the following competencies: + **Self-motivated** - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + **People first approach** - keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + **Technical** - ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. + **Analytical Thinking & Transaction Accuracy** - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. + **Process Management** - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. + **Partnership/Collaboration** -the individual remains open to others' ideas and exhibits willingness to try new things. + **Oral/Written Communication** -the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + **Quality Assurance** -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + **Adaptability** - the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. + **Building Collaborative Relationships** - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran
    $33k-59k yearly est. 2d ago
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  • Customer Service Specialist

    Alphabe Insight Inc.

    Chargeback specialist job in Columbus, OH

    About Us At Property Soar, we specialize in elevating real estate ventures through strategic guidance, data-driven insight, and expert consulting. Our team is committed to helping clients unlock new opportunities in property development, acquisition, and sales optimization. With a strong foundation in business intelligence and market analytics, we pride ourselves on delivering measurable results and empowering our clients to grow with confidence. Job Description Property Soar is seeking a skilled and detail-oriented Customer Service Specialist to support our client relationships by providing timely, accurate, and courteous assistance. This position is ideal for individuals who are passionate about delivering high-quality service in a dynamic, professional environment. Responsibilities Respond promptly and professionally to customer inquiries via phone, email, and internal ticketing systems Resolve customer concerns and issues with accuracy and efficiency Maintain a thorough knowledge of our property offerings and processes Document interactions, feedback, and resolutions in company systems Collaborate with internal departments to ensure a seamless customer experience Assist with administrative tasks related to client accounts and support requests Qualifications Qualifications High school diploma or equivalent (Associate or Bachelor's degree preferred) 2+ years of experience in a customer service role, preferably in real estate or a professional services environment Excellent verbal and written communication skills Strong problem-solving abilities and attention to detail Proficiency in Microsoft Office and CRM systems Ability to work independently and manage multiple priorities Additional Information Benefits Competitive salary: $59,000 - $66,000 annually Opportunities for professional development and internal advancement Comprehensive training and onboarding support Health, dental, and vision insurance Paid time off and holidays A dynamic and collaborative team environment
    $59k-66k yearly 2d ago
  • CUSTOMER RELATION SPECIALIST

    Big Sandy Superstore 4.0company rating

    Chargeback specialist job in Columbus, OH

    Benefits: Dental insurance Employee discounts Health insurance Opportunity for advancement Stock options plan Vision insurance Wellness resources Customer Relation Specialist Retail Customer Service Office Duties Big Sandy Superstore was recently named One of America's Fastest Growing Home Furnishings Retailers! Our customer relations specialists are an important piece of the overall success of Big Sandy Superstore! When customers are provided with an exceptional experience, they will not only return, they will refer us to their friends and family. Our customer service jobs are focused around helping customers with warranty issues, product concerns and processing their orders in a timely manner. The ultimate goal is to ensure a fully satisfied positive experience with their purchases and with our organization as a whole. We have a great benefits package consisting of: Health Insurance - Affordable health insurance with the 2 plan options: PPO 2000 or HSA 3000 Dental Insurance - Affordable dental insurance with NO waiting period. Vision Insurance - Quality vision coverage for very little cost. Life Insurance - $10,000 Life Insurance Policy paid in full by the company. 401K Plan - All administrative fees are paid by the company. ESOP - Employee Stock Ownership Program Paid Time Off - Competitive paid time off policies. Employee Discount - Generous employee discount on ALL merchandise. As a Customer Relations Specialist you will: Verifies all information related to orders is accurate; identifies and corrects discrepancies. Completes all documentation in an accurate and efficient manner and processes information regarding cash balances, deliveries, sales orders, account balances in compliance within corporate guidelines. Provides customer service support by answering phones, managing counter inquiries, processing payments, solving customer complaints/questions. Completes and processes credit applications, payments and financing paperwork. Communicates with internal and external personnel in a professional and timely manner. Maintains accurate files and processes in order to maximize productivity. Performs clerical support for store staff as needed. Other duties as assigned. Qualities and skills we are looking for: Excellent verbal and written communication, and listening skills Basic reading and comprehension skills. Basic numerical reasoning skills. Ability to complete paperwork in an accurate, neat and efficient manner. Demonstrated knowledge of software, including Microsoft Office Excellent organizational skills Outstanding customer service skills Physical Demands: Ability to sit, stand, bend, stoop, and reach regularly Education and Experience: High school diploma or equivalent combination of education and experience Previous clerical experience preferred Position Type Full-Time/Regular #BSSALES This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
    $25k-36k yearly est. 2d ago
  • Treasury Services Specialist

    Allied 3.9company rating

    Remote chargeback specialist job

    This position is geared toward being the subject matter expert concerning the daily Treasury Services processes. This role will perform typical Analyst level tasks while supporting the Treasury Services team with any day-to-day issues and concerns. This position is responsible for building out processes and providing additional training to the Treasury Services team. ESSENTIAL FUNCTIONS Complete Monthly Reconciliations of client accounts through Great Plains Process New business banking setup (BPO & ASO) Make existing business banking changes (BPO & ASO) Vendor maintenance for print fulfillment VCC/EFT Implementation & support Complete Check Tracer processes Positive Pay submission Create and implement new processes as needed Lead new hire and existing team member training as needed Other duties as assigned EDUCATION Bachelor's degree in accounting, or equivalent work experience required. EXPERIENCE AND SKILLS A minimum of 2 years' experience as a Treasury Analyst required Must be detailed oriented Excellent written and verbal communication skills required. Excellent organizational and time management skills required. Proficient with Microsoft Office Suite, Excel, Word, or similar software required Experience with financial management systems, such as Great Plains or similar Good computer skills with programs such as MS Excel, Access, and Power BI. Exceptional analytical and problem-solving skills. Strong financial and mathematic abilities. Excellent verbal and written communication skills. Strong time management and organizational abilities POSITION COMPENTENCIES Communication Customer Focus Accountability Functional/Technical Job Skills PHYSICAL DEMANDS This is an office environment requiring extended sitting and computer work WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. Protect Yourself from Hiring Scams Important Notice About Our Hiring Process To keep your experience safe and transparent, please note: All interviews are conducted via video. No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager. If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process. For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems Your security matters to us-thank you for helping us maintain a fair and trustworthy process!
    $41k-60k yearly est. 2d ago
  • Senior Resolution Specialist

    Arthur J Gallagher & Co 3.9company rating

    Remote chargeback specialist job

    Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it's our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people's lives. It takes empathy, precision, and a strong sense of partnership-and that's exactly what you'll find here. We're a team of fast-paced fixers, empathetic experts, and outcomes drivers - people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you'll play a vital role in helping businesses and individuals move forward with confidence. Here, you'll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you're here, you're part of something bigger. You're part of a team that shows up, stands together, and leads with purpose. Overview Salary: up to $165,000 per year, dependent upon experience Jurisdictions: Open to Any Licenses: must be willing to obtain all licenses stated by manager within specified timeframe Location: This role is eligible for fully remote work. Claims Background: Medical Malpractice - Long Term Care How you'll make an impact * Analyzes coverage and settles the most complex and challenging claims within Gallagher Bassett's specialty claims areas (excluding workers' compensation). * Handles the full life cycle of all assigned claims files, from intake to resolution. * Determines coverage applicability and defense obligations independently. * Conducts thorough investigations and analysis to assess exposure and develop settlement strategies and action plans. * Drafts and issues reservation of rights and coverage denial letters. * Negotiates settlements with clients, client attorneys, and Public Adjusters. * Engages with all parties involved in the claims process; may recommend retaining outside experts when appropriate. * Prepares reserve and settlement authority requests for both client and carrier approval. * May act as a client advocate with carriers to ensure proper handling of claims, including scoping, estimating, and addressing coverage issues. * Possesses solid understanding of claims processing and the insurance brokerage business. * Demonstrates deep knowledge of industry-specific terminology, case law, and specialized claims areas. * Handles claims in alignment with client and corporate policies, best practices, and all regulatory and ethical standards. * Provides guidance and mentorship to junior adjusters. * Capable of handling a full caseload independently and effectively. About You Potential candidates should have the following: Claims Background: Medical Malpractice - Long Term Care Jurisdictional Experience: Any Active Adjusters' licenses: must be willing to obtain all licenses stated by manager within specified timeframe As a key member of our Claims Adjuster team, you will: Investigate, evaluate, and resolve complex Medical Malpractice claims, applying your claims experience and analytical skills to make informed decisions and bring claims to resolution. Work in partnership with our clients to deliver innovative solutions and improve the claims management process Think critically, solve problems, plan, and prioritize activities to optimally serve clients REQUIRED QUALIFICATIONS: * High school diploma. * Minimum of 5+ years of experience handling claims within the applicable specialty area (Medical Malpractice). * Proven ability to handle complex and challenging claims issues at a senior adjuster level. * Licensed and/or certified in all applicable states, or able to acquire necessary licenses per local requirements. * Familiarity with accepted industry standards and practices. * Proficient with relevant claims management and business software. DESIRED: Bachelor's Degree Law Degree (JD) Litigation Experience 10+years of prior experience adjusting claims in applicable specialty area Experience in claims as well as the insurance legal and regulatory environment #LI-TJ1 #GBTopJob
    $33k-53k yearly est. 7d ago
  • Customer Support Specialist

    Brilliance Canada

    Remote chargeback specialist job

    We are growing and hiring Customer Service Representatives to manage incoming customer queries and field questions regarding policy information. You will also process payments, modifications, and escalate complaints across a number of communication channels. A successful candidate would need to be high energy, customer centric, have a friendly demeanor, display empathy, patience and have experience working in the insurance industry, call center and proficient in computers. REMOTE OPPORTUNITY. Job Description: We Are: Covenir is a company with a startup attitude with the support of a corporation. In the last three years we have experienced tremendous growth and have quickly become one of the go to companies for business process outsourcing. You Are: Someone with a few years of call center/customer service/office support experience or someone with a lot of experience looking to make a career change. You enjoy working a flexible schedule in a team environment around a lot of great people. You need a fast-paced environment where no two days are the same and you understand how to be the face/voice of a company. Responsibilities Include: Work with our insurance provider clients and deliver great overall customer service Take in a high volume of calls, communicate via email and letters as appropriate Document all client communication across several platforms Be the point person for our clients as well as their customers Qualifications: 2+ years of customer service experience in a call-center environment Demonstrated communication, organizational and interpersonal skills Intermediate proficiency in Microsoft Office Strong independent problem solving and analytical skills Preferred Qualifications: 4+ years of insurance experience (insurance agent license a plus!) Bilingual (Spanish/English) Associate's degree Worker Type: Number of Openings: 3
    $44k-68k yearly est. 4d ago
  • Customer Service Specialist - Work From Home

    American Income Life Ao 4.2company rating

    Remote chargeback specialist job

    About the job Customer Service Specialist - Work From Home About Us We are the worlds only 100% union-label supplemental benefits provider, proudly serving over 40,000 unions and associations worldwide. For more than 60 years, weve specialized in delivering supplemental and permanent benefit solutions to hardworking families who depend on us for financial protection and peace of mind. Position Overview Were seeking motivated, service-oriented individuals to join our remote team. Youll work directly with union members who have requested benefits informationhelping them understand their options and guiding them through the enrollment process. Key Responsibilities Manage inbound and outbound calls with prospective clients Schedule and conduct virtual benefits presentations Educate members on available programs and coverage options Accurately complete applications and related documentation Maintain high service standards and organized client records Participate in ongoing leadership training and development Qualifications Excellent communication and interpersonal skills Positive, energetic, and professional attitude Customer service or sales experience (preferred, not required) Basic computer skills and comfort in a digital work environment Team player with the ability to collaborate at all levels Legally authorized to work in the U.S. or Canada What We Offer Full benefits package after initial period 100% remote work no commuting required Flexible scheduling to fit your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to destinations like Cancun, the Bahamas, and Las Vegas for top performers Clear career growth paths with fast-track promotion opportunities If you're passionate about helping others, eager to grow in a supportive environment, and ready for a career that offers flexibility, growth, and high earning potential apply today and take the first step toward a meaningful future.
    $34k-43k yearly est. 2d ago
  • Online Customer Support Specialist (REMOTE)

    Ao Globe Life

    Remote chargeback specialist job

    Job Title: Online Customer Support Specialist - Remote Job Type: Full-Time / Part-Time About the Job Are you ready to kickstart your career in a fast-growing industry with no prior experience required? Join one of the nation's leading supplemental benefits providers, proudly serving families for over 65 years. We're actively hiring Entry-Level Benefits Representatives who are eager to learn, grow, and build a successful career-all from the comfort of their home. This is a great opportunity for recent high school graduates, college students, career changers, or anyone seeking a remote entry-level job with real potential. Key Responsibilities: Provide friendly, helpful support to customers regarding their benefits Educate clients on available supplemental health and life insurance options Answer questions, schedule virtual consultations, and walk customers through coverage Learn and stay up to date with our products, services, and training tools Help clients choose the most effective and affordable benefit plans Collaborate in a team environment while working independently What You'll Need to Succeed: No experience required - we'll train you! A strong work ethic and eagerness to learn Great communication and people skills Basic computer literacy and ability to use video conferencing tools Professional attitude with a positive mindset Must be 18 years or older and eligible to work in the U.S. We're Looking For Someone Who Is: Looking to build a long-term career with advancement potential Reliable, self-motivated, and goal-oriented Comfortable speaking with people and enjoys helping others A team player who takes pride in their work Benefits & Perks: Remote position - work from home anywhere in the U.S. Weekly pay and performance-based bonuses Residual income for long-term earnings Paid company trips and travel incentives Full training provided - no experience needed Flexible schedule (full-time or part-time) Opportunities to advance into leadership and management roles Apply Today! Start a rewarding career in customer service and sales from the ground up. We're hiring now-no degree or experience needed. If you're ready to learn, grow, and thrive in a remote, entry-level position, apply now and join a team that values your potential. Powered by JazzHR
    $32k-46k yearly est. 2d ago
  • Remote Customer Service Specialist - Employee Benefit Administration

    Activus Connect

    Remote chargeback specialist job

    We are seeking a dedicated and knowledgeable customer service representative to join our team and provide exceptional customer service and support regarding employee benefits, 401K plans, and payroll inquiries, and other benefit and time off related inquiries. The ideal candidate should possess excellent communication skills, a strong attention to detail, and a solid understanding of benefits administration and payroll processes. This role involves addressing customer queries, resolving concerns, and assisting employees with accurate information to ensure their overall satisfaction. Responsibilities: Customer Support: Serve as the first point of contact for employees' inquiries related to benefits, 401K plans, and payroll matters, health insurance, or supplemental insurance plans as needed through inbound calls. Issue Resolution: Identify and troubleshoot employees' concerns and issues, providing efficient solutions or escalating complex matters to appropriate internal departments. Documentation: Maintain detailed and organized records of all interactions, inquiries, and resolutions in the company's customer relationship management (CRM) system. Education and Guidance: Offer guidance and explanations to employees on benefit enrollment processes, retirement planning, investment options, and any updates to payroll policies. Policy Knowledge: Stay updated on company policies, industry regulations, and compliance requirements to provide accurate information and ensure consistent service quality. Qualifications: High school diploma or equivalent is required. Proven experience in a customer service or call center role, ideally with a focus on employee benefits, 401K plans, or payroll inquiries. Strong interpersonal and communication skills, with the ability to explain complex concepts in a clear and understandable manner. Familiarity with benefits administration platforms, retirement plans, and payroll systems is highly desirable. Exceptional problem-solving skills and the ability to handle challenging situations with empathy and professionalism. Detail-oriented with excellent organizational and multitasking abilities. Availability to work flexible shifts, based on call center needs. Demonstrated commitment to delivering outstanding customer experiences. If you are passionate about assisting employees with their benefits, 401K, and payroll inquiries and are dedicated to delivering top-notch customer service, we encourage you to apply for this rewarding position. Join our team and be an essential part of providing a positive employee experience. Activus Connect is only hiring for this role within the United States at this time. Pay Rate: $15.25 per hour during training $17.00 per hour once you reach production Benefits: Paid time off Community time Referral program Dental and Vision Insurance Health Insurance Completely remote work Technical Requirements: You will need to have your own equipment for this position as outlined below: Desktop or Laptop Computer (Tablets, Chromebooks, WinBooks, Macs, or Virtual Machines etc are not permitted) Processor: i5 or newer (or Ryzen 5+) 2GHZ processing power or better Minimum 8GB RAM 256 GB SSD You must have administrator access on the computer you are using. Windows 11 OS High Speed Internet Access with 20MBPS Download and 20MBPS Upload or better You are unable to use a wireless internet connection for this position, you must be hardwired with a hardline cable or DSL connection. VPN's are not permitted while on the clock Dual Monitors, at least 20 inch. Wired USB headset Plantronics Model 3310 or 3320 Webcam for meetings and training All peripherals must be hardwired for use (keyboard, mouse, etc.)
    $15.3-17 hourly 2d ago
  • TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)

    Turbotax

    Remote chargeback specialist job

    Work from home with TurboTax Product Expert Get paid $18.50 per hour¹ Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴ Earn an additional $5/hr from April 9-15 for all hours worked Fast 24 hour Certification³ As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything. Get paid $18.50 per hour¹ Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³ $5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify Certification takes place over 3 days Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴ Minimum 25 hours per week required, want to work more? Go for it!¹ You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following: This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions. Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
    $26k-34k yearly est. 2d ago
  • Customer Service Specialist

    Calculated Hire

    Remote chargeback specialist job

    Service Scheduling Administrator (SSA) Part-Time | Fully Remote After Training Training Location: Charlotte North Ops Center 115 Rhyne Road, Charlotte, NC Training is conducted onsite, five days a week. Work Schedule & Mobility: Onsite for training; fully remote after training Part-time role (minimum 22 hours/week) Hours may increase to 36+ per week if the contingent worker is available Required availability: Weekends: 7:00 AM - 6:00 PM Holidays: 7:00 AM - 4:00 PM Position Purpose: The Service Scheduling Administrator (SSA) is responsible for assigning, routing, and adjusting workloads for field service personnel to support daily operations, customer service commitments, and emergency response. This role serves as a critical point of contact for technicians, first responders, and emergency customers, ensuring timely, accurate, and professional resolution of service needs. The SSA supports after-hours operations and contributes to maintaining 24/7/365 emergency coverage across the service area. Nature & Scope The SSA supports the Planning & Progression Department, a centrally-led and regionally-executed team responsible for receiving, routing, and assigning all service orders for the Natural Gas Business Unit. This role requires: Independent judgment and analytical skills to optimize workloads in a dynamic operational environment The ability to assess service calls and emergencies and apply appropriate human relations skills Coordination of service and emergency response across a three-state service area operating 24/7/365 Operational Impact: Supports approximately 350 Service Technicians Helps manage an average of 56,000 emergency calls annually Key Responsibilities: Assign, route, and adjust daily workloads for field service personnel Answer inbound calls from technicians, first responders, and emergency customers Handle complex calls requiring research, follow-up, and sound judgment Monitor service workflows and adjust schedules as operational conditions change Ensure timely, accurate resolution of customer inquiries and emergencies Support after-hours technician operations and emergency response coverage Required Skills & Qualifications: Strong analytical, problem-solving, and decision-making skills Ability to multitask and prioritize in a fast-paced, high-volume environment Excellent communication and customer service skills Ability to remain calm and professional during emergency situations Education Requirement: High School Diploma or GED required
    $27k-35k yearly est. 3d ago
  • Client Success Specialist

    STAQ Pharma Inc. 3.7company rating

    Chargeback specialist job in Columbus, OH

    Job Description This role is central to the full sales process, serving as the primary point of contact for the sales team and managing customer service needs to keep daily operations running smoothly. Success in this position requires strong organization, sharp attention to detail, excellent written communication, and solid IT capability. Experience in a pharmacy or cGMP facility is preferred. The role also handles tradeshow and travel coordination, partners with the Accounting Department to ensure timely billing, generates reports, manages customer follow-up, and maintains the Salesforce CRM system. Daily customer outreach is expected to uphold high service standards. This position supports the field sales team and provides inside-sales support as needed. Core Tasks Set up new customer accounts and verify DEA and state licensure. Onboard new customers and email login credentials Follow up on customer questions and concerns, including product availability and shipping timelines. Assist in packaging and shipping pharmaceutical products to clients. Communicate directly with customers and maintain accurate, detailed notes in the CRM system. Process and fulfill customer orders with accuracy and urgency. Coordinate customer order shipments and deliver high-quality service throughout the process. Maintain a clean, organized, and efficient work area. Values Demonstrates Innovation abilities by identifying and speaking up about possible improvements and identifying more efficient ways of doing things. Operates with Integrity by maintaining high ethical standards, cares, shows trust and respect with all employees Collaborates to create or participate effectively on diverse and high performing teams, Is open to new ideas and perspectives, communicates across shifts, and demonstrates a safe work environment Demonstrates a passion to Perform by meeting personal and departmental goals, gains knowledge to display increasing independence, instills confidence in ability to perform required tasks, and progresses on qualifications within reasonable timelines Demonstrates Courage by speaking up, accepts constructive feedback, and takes accountability for mistakes and make necessary corrections Preferred Skills/Abilities: Strong team-player mindset with the ability to collaborate across departments. Exceptional attention to detail. Experience in a highly regulated manufacturing environment or pharmacy preferred. Willingness to take on tasks outside standard responsibilities to support company needs. Background as a pharmacy technician or pharmacy buyer in a hospital setting is beneficial. Experience in sales support, cGMP environments, pharmaceuticals, customer service, or 503B outsourcing is a plus. MDS (Systems House) experience is a plus. Proficiency in Microsoft Excel is required. Education and Experience: High School Diploma or GED Required Certified Pharmacy Technician or College Degree, Preferred Minimum of 2 years of continuous work experience in customer service, pharmacy, warehouse, or other fulfillment related experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Lift up to 40 pounds and occasionally push or pull pallets or product containers. About STAQ Pharma STAQ Pharma is a 503B outsourcing facility that produces sterile injectable medications for hospitals and health systems. The company operates under strict regulatory standards and maintains offices in Denver, Colorado, and Columbus, Ohio.
    $45k-82k yearly est. 31d ago
  • Client Experience Specialist

    Atticus

    Remote chargeback specialist job

    At any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives. But today, most never get it. Atticus makes it easy for any sick or injured person in crisis to get the life-changing aid they deserve. In the last six years, we've become the leading platform connecting people with disabilities to government benefits. We also help victims of accidents, misconduct, and violence get compensation from insurance. So far, we've helped hundreds of thousands of people access over $10B in life-changing aid -and earned over 17,000+ five-star reviews. And we're just getting started. We've raised more than $100 million from top VC firms like Fika, Forerunner, GV (Google Ventures), and True Ventures, with ambitions to create a category defining business assisting needy Americans. (We closed our Series C round in April 2025, so we're well-funded for the foreseeable future.) In 2025, our team grew from 151 to 210, and we will grow again in 2026. The Job Each day, hundreds of people seek our help getting disability benefits or insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand their situation, figure out whether we can help them, and advise them on the next steps. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, Front, etc.), and help hundreds of ordinary people (each with a unique story) every week. You'll be measured by and compensated for the impact you have on our clients. This job is different from traditional customer service or sales: Our service is totally free, and clients are desperate for our help - so you'll rarely talk to an angry customer. The conversations are deeply rewarding, and clients are profoundly grateful. You will have to navigate conversations on deeply personal and sad topics, gently but quickly offer guidance, and handle many different interactions over the course of a day. Please note: You don't need any prior legal knowledge or experience to excel in this job. Qualifications Required: You have at least three years of professional work experience, and have succeeded in jobs that involve talking to customers all day (CX, sales, support, hospitality, etc.). You care about people and can interact with folks from all walks of life; you're able to simultaneously be supportive to a person in crisis and quickly drive a conversation. You're a quick learner and a competent writer, able to master complex new topics and platforms when given instruction and support. Preferred: You've had a metrics-driven role and you exceeded the goals set for you and outperformed your peers. You've previously worked at high volume, high-performing service/sales/support team from a company known for great customer service. We are strongly committed to building a diverse team. If you're from a background that's underrepresented in tech, we'd love to meet you. Salary and Benefits This is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture. We're a certified B Corporation tackling a critical social problem. Our mission to help people in need drives everything we do, and your work here will touch many lives. We offer competitive pay - including equity, bonus, and generous benefits: Medical and dental insurance with 100% of employee premiums covered 15 vacation days & ~20 paid holidays each year (including two weeks at end-of-year) Free membership to OneMedical $600/year reimbursable stipend for internet service $1,000 reimbursable stipend for education and training outside of work Up to $1,200/year student loan repayment assistance 401(k) and optional HSA/FSA Humble, thoughtful, smart, fun colleagues We anticipate the base salary band for this role will be between $60,000 and $75,000 in addition to equity, benefits, and an uncapped monthly bonus structure. Under the current bonus compensation plan, top performers are earning over $100,000 in total compensation. The salary at offer will be determined by a number of factors such as candidate's experience, knowledge, skills, and abilities, as well as internal equity among our team. Location This job is fully remote and we're committed to empowering everyone with flexibility. We care a lot about building a great culture and we think some interactions need to happen in person, so we put a lot of thought into retreats, offsites, and other ways to gather.
    $60k-75k yearly Auto-Apply 60d+ ago
  • V104- Legal Intake and client Specialist

    Flywheel Software 4.3company rating

    Remote chargeback specialist job

    For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: This role offers an exciting opportunity to support a fast‑growing legal practice by serving as a key point of connection between potential clients and the firm's services. As an Intake Specialist with Job Duck, you will guide individuals through their first interactions, ensuring they feel supported, understood, and well‑informed throughout the process. Each day, you'll help nurture warm leads, collect critical case information, and maintain accurate documentation that strengthens the client onboarding pipeline. Success in this role comes from being proactive, attentive, and confident in engaging with people while remaining highly organized and reliable. Candidates who thrive in dynamic environments and enjoy helping others will excel in this position. • Salary Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Perform accurate data entry and maintain organized digital files Meet one‑on‑one with clients to gather essential information Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling Nurture potential clients via phone and email communications Maintain professionalism and clarity when setting expectations with clients Help improve conversion rates by delivering highly attentive and personalized interactions Collaborate with management and the front desk during onboarding and workflow transitions Collect documents from clients and upload them into the CRM systems Monitor incoming leads and act promptly to avoid missed opportunities Support attorneys and team members by ensuring all intake information is complete and accurate Requirements: • Full‑time position supporting a bankruptcy law practice • Work hours: 8 to 5 EST • Software and tools used: • Next Chapter (CRM) • Clio Manage and Clio Grow • Whale for process training/documentation • Spanish is mandatory • High‑volume warm lead environment (60-90 leads monthly) with the goal of increasing conversions from the current 18 per month • Requires consistent communication on calls and email nurturing • Ideal start date: As soon as possible Work Shift: 8:00 AM - 5:00 PM [EST][EDT] (United States of America) Languages: English, Spanish Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
    $36k-63k yearly est. Auto-Apply 8d ago
  • Transactions Specialist I

    JPMC

    Chargeback specialist job in Westerville, OH

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces. Job responsibilities Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters Validate material quality and output quality Reconcile Input vs. Output utilizing basic math Prepare batches of work by extracting checks and remittances from envelopes Input data into the system while following standard operating procedures and customer specific instructions for processing Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images Verify negotiability of checks through customer specific instructions for processing Lift and move mail trays weighing up to 50 pounds Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager Required qualifications, skills and capabilities Detail-oriented Good oral and written communication skills Production environment, focus around meeting deadlines You will need basic computer skills and knowledge of Microsoft applications Alpha/Numeric data entry and typing skills - with excellent accuracy Must be a team player and maintain a positive attitude Overtime is required for Month End processing Work Schedule(s): 2nd shift Monday - Friday 3:00pm - 11:30pm
    $59k-106k yearly est. Auto-Apply 6d ago
  • Client Access Specialist

    Neighborhood Service Organization Inc. 3.9company rating

    Remote chargeback specialist job

    Job Title: Client Access Specialist Department: Centralized Patient Access Reports To: Client Access Manager FLSA Status: non-Exempt Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills. This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics. Requirements and Duties Answer high volume of phone calls, route, and respond appropriately Schedule appointments for consumers Confirm upcoming appointment times and reschedule if necessary Monitor clinician calendars and schedule appointments Perform insurance verification and confirm consumer demographic and contact information Register new consumers in the electronic medical records system Monitor for referrals and conduct follow up activities Perform other clerical duties such as filing, photocopying, transcribing and faxing Manage patient demographic and personal information. Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations. Compile, verify, type, file medical records, correspondence, and reports Update records upon receipt of new information Assist with departmental / unit audits and investigations. Distribute medical charts to the appropriate departments / units within NSO. Maintain quality and accurate records by following NSO procedures. Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner. Ensure all medical records are protected and kept confidential Other duties as assigned. Work Environment Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties. The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients. Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing. Must be able to lift up to 15lbs on occasion Seeing/vision, talking/speaking and listening/hearing are continuously required. Frequently required to sit & stand during working hours Frequently required to sit, walk or drive. Occasionally required to travel between work locations. Requirements Qualifications: Education : High School Diploma or equivalent Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role Additional Requirements Proficiency in MS Office (Word, Excel, PowerPoint & Outlook) Proficiency in electronic medical records systems Ability to learn additional software Proficiency in general office equipment (PC, printer/fax/copier, telephony system) Proficiency in data entry, filing Valid Michigan Driver's license/access to private transportation. Required Skills/Abilities: Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Experience working remotely and proficient with software/tools related to remote work. Experience working with data in all forms including electronic formats and databases. Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous. E.E.O.C. Statement The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time. NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
    $30k-36k yearly est. Auto-Apply 49d ago
  • Client Experience Specialist

    Thoughtful.Co 3.1company rating

    Remote chargeback specialist job

    Opportunity: As a Client Experience Specialist at Smarter Technologies, you will support the deployment of AI-driven and human-in-the-loop (HITL) solutions that transform customer Revenue Cycle Management (RCM) operations. You will work closely with senior delivery leaders and cross-functional teams to ensure smaller customer accounts launch successfully, stabilize quickly, and begin realizing measurable operational and financial outcomes. In this role, you help bring clarity to workflows, organize delivery activities, translate customer needs, and support issue resolution. You build customer confidence by ensuring they understand what is being deployed, how it works, and what outcomes to expect. This role is ideal for someone early in their delivery career who thrives in fast-paced environments and wants to grow into full implementation ownership. Key Responsibilities: Program Coordination and Delivery Support Coordinate day-to-day implementation activities for smaller customer accounts. Support delivery planning, milestone tracking, status reporting, and governance materials. Maintain structured, clear communication across internal teams and customer stakeholders. Document workflows, decisions, and updates needed for smooth execution. Customer Alignment & Workflow Understanding Help customers understand AI/HITL workflows, handoffs, and operational impacts. Translate customer questions and workflow nuances into clear inputs for technical teams. Maintain alignment between customer SMEs and internal engineering, data, and operations teams. Workflow Translation & Implementation Readiness Assist in mapping and validating customer workflows into AI/HITL processes. Support customer readiness, including data mapping, workflow walkthroughs, testing, and documentation. Ensure customer teams are prepared for go-live and early adoption. Execution, Monitoring & Issue Tracking Track delivery progress, risks, and dependencies; surface issues early to delivery leads. Support issue triage, ensuring the right owners are engaged and resolutions are documented. Contribute to ensuring deployments stabilize and perform reliably. Value Tracking and Continuous Improvement Monitor early performance signals such as throughput, exceptions, accuracy trends, and customer feedback. Identify improvement opportunities and collaborate with Delivery Executives or Customer Success. Capture lessons learned to enhance delivery playbooks, tools, and repeatable processes. Minimum Qualifications: 2-4 years of experience in program coordination, implementation, consulting, or operations. Experience supporting technology deployments or workflow/process changes. Strong ability to document workflows, communicate clearly, and manage multiple tasks. Comfortable working with technical and non-technical teams. Organized, detail-oriented, proactive problem-solver. Interest in AI, automation, healthcare workflows, or RCM (expertise not required). Preferred Qualifications: Exposure to healthcare RCM operations or healthcare technology. Experience with workflow documentation, requirements gathering, or product configuration. Familiarity with HITL systems, AI automation concepts, or process optimization. Experience coordinating cross-functional teams. Thoughtful AI Benefits Market-leading base salary Medical, dental, and vision insurance for you and your dependents Flexible Time Off California Salary Range $120,000-$158,000 USD
    $35k-61k yearly est. Auto-Apply 4d ago
  • Client Experience Specialist (Licensed) - Pacific time US Based Remote

    Anywhere Real State Inc.

    Remote chargeback specialist job

    Client Experience Specialist (licensed) The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in Washington. The ideal candidate will be able to work in Pacific time. Responsibilities: * Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. * Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. * Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. * Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. * Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. * Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. * Regularly update and manage communication with all parties involved in the transaction. * Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: * Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. * Active real estate license in good standing, preferably in Washington State. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: * Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. * People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. * Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. * Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. * Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. * Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. * Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. * Quality Assurance -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. * Adaptability- the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. * Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. * * Anywhere is proud to offer a comprehensive benefits package to our employees including: * Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D * 401(k) savings plan with company match * Paid Time Off to Include Holidays, Vacation Time, and Sick Time * Paid Family & Paternity Leave * Life Insurance * Business Travel Accident Insurance * All employees receive access to LinkedIn Learning * Tuition reimbursement for approved programs * Employee Referral Program * Adoption Assistance Program * Employee Assistance Program * Health and Wellness Program and Incentives * Employee Discounts * Employee Resource Groups
    $32k-52k yearly est. Auto-Apply 7d ago
  • Transactions Specialist I - Production Control Warehouse Team

    Jpmorgan Chase 4.8company rating

    Chargeback specialist job in Westerville, OH

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace. **Job responsibilities** + Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency. + Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience. + Utilize automation technologies to optimize transaction processing and account servicing. + Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues. + Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows. **Required qualifications, capabilities, and skills** + Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions. + Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols. + Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives. + Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey. + Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. + Must be able to lift between 40-70 pounds and utilize industrial push and pull carts to move up to 200 pounds of supplies. **Preferred qualifications, capabilities, and skills** + Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. + Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. **Work Schedule:** Monday - Friday 3:00 PM to 11:30 PM Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $59k-84k yearly est. 7d ago
  • Client Experience Specialist

    One Legal LLC 4.3company rating

    Remote chargeback specialist job

    About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: * Lead clients through the One Legal platform to complete tasks. * Maintain accurate client records in Salesforce. * Own your learning and communicate effectively with your manager. * Advocate for clients by reviewing materials and providing feedback to internal teams. * Solve problems efficiently, ensuring a high-quality client experience. * Represent the client's voice to influence product improvements. Driver of Results: * Seek solutions to enhance the employee experience and celebrate team successes. * Collaborate with your manager to meet corporate goals. * Understand and act on key KPIs to consistently deliver exceptional client service. * Continuously improve the client experience through proactive learning. Operational Excellence: * Embrace new technology to improve service and efficiency. * Address productivity issues with your team and suggest improvements. * Assist in onboarding new team members. * Focus on de-escalation to minimize client delays. * Follow all policies and guidelines. * Participate in discussions to ensure consistent practices and communication.
    $25k-30k yearly est. 16d ago

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