Post job

Client liaison entry level jobs - 264 jobs

  • Memory Care Coordinator (LPN) - DSL Dublin

    Danbury Westerville

    Dublin, OH

    You don't just clock in at a job. You walk in the door to a work family who wants to make the day count. We truly believe our employees and residents are a family that comes together to enjoy the good things in life, including one another. When our employees feel special, so do our residents. We offer a great FULL TIME benefits and perks package! Company Paid Benefits: Short Term Disability (Guardian)-for employee only, benefit percentage 60% of salary! Long Term Disability (Guardian)-for employee only, benefit percentage 60% of salary! Life and AD&D (Guardian) Health Advocate (Employee Assistance Program)-for Employee, Spouse, Dependents, Parents, and Parents in Law. Examples that are available for help: Emotional Support-Stress, Relationships, Addictions, Mental Illness, Anger, Loss, Depression, Time Management. Work and Life Balance Specialists Employee Optional Benefits: Medical (BCBS)-for Employee, Spouse, and/or Dependents. HSA (Health Savings Account) is optional if Medical is selected. Great tax benefit! Dental (Guardian)- for Employee, Spouse, and/or Dependents. Vision (Guardian VSP)- for Employee, Spouse, and/or Dependents. Additional Voluntary Life (Guardian)- for Employee, Spouse, and/or Dependents. Additional Voluntary AD&D (Guardian) Critical Illness (Guardian)- for Employee, Spouse, and/or Dependents. Hospital Indemnity (Guardian)- for Employee, Spouse, and/or Dependents. Accident (Guardian) MetLife Legal (Legal Shield)- for Employee, Spouse, and/or Dependents. Assistance with Adoption, Lawyers, Wills and Trusts and much more! No waiting periods, no claim forms, no deductibles! MetLife Pet Insurance Wide range of coverages for your fur babies! All dog and cat breeds are covered. I dentity Theft (All State) 401(k)with Matching (TransAmerica) Tuition Reimbursement Perks : Vacation from 90th Day of Employment On Demand Pay Option Bonuses : Resident Referral Bonus Opportunities Employee Referral Bonus Opportunities Employees are not mandated to have the COVID-19 vaccine. As a member of the community leadership team, this person must have business experience to direct and manage the overall administrative activities: reception and secretarial, recordkeeping, and human resources at the community level to assure that proper administrative procedures are maintained. The office manager interacts with residents and their sponsors in financial matters as well. Responsibilities include but are not limited to: · Plan and coordinate a therapeutic program which meets spiritual, social, emotional, physical, and intellectual needs of the resident · Asses resident characteristics (i.e., stages, sex, ethnic background, prior lifestyles, cognitive and functional abilities) and, in conjunction with other departments, plans and organizes program content · Monitor daily functioning of the neighborhood to ensure continuity of, and appropriate changes in the program · Assist in developing, implementing, and conducting in service training and education of care to all staff regarding memory care programs/activities working alongside the Director of Nursing and Life Enrichment Director. · Establish and maintain a sense of teamwork through effective communications, interaction, and team meetings. Develop and maintain cooperative relationships; inform and consult with staff regarding program and integrate with other services · Participate in support groups at the direction of the Life Enrichment Director · Assess the educational needs of staff regarding program and dementia-specific knowledge and works with the Life Enrichment Director to ensure appropriate education is provided · Market the program through involvement in community organizations and participates in the local Alzheimer's and like associations · Maintain accurate and timely documentation that complies with state regulations and community policy · Work with management to develop and maintain written program objectives and procedures for implementation; method of evaluation · Serve as a role model for staff regarding care of dementia resident · In coordination with the nursing department and Director of Life Enrichment, perform a pre-admission assessment for each potential resident · Assist with the resident's admission to ensure a smooth transition · Assist with the adjustment of the resident and family to the community; contacts weekly for the first month post-admission · Keep abreast of current research, new programs, and community resources which may benefit residents and families and makes referrals as appropriate to facilitate the resident's use of resources, and to promote the resident's increase level of social functioning · Assist residents in the maintenance and adequate supply of personal clothing and other personal items · Refer the resident/resident's sponsor internal and external services that are available to the Director of Life Enrichment · Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Executive Director Preferred Skills and Qualifications: ·Must be an LPN ·Experience with Alzheimer's and other dementia individuals · Two years of previous experience in programming: including but not limited to: POC (plan of care programs, scheduling staff, coordinating meeting with POAs and families, planning activities and working with dementia residents in an assisted living environment · Background in nursing/ proving one on one care for seniors · Flexible schedule, including availability to work evenings, weekends and holidays as needed If you have a positive outlook and would like to work on a great team then we want to hear from you! We are an Equal Opportunity Employer and considers all applicants for positions without the regard to race, color, religion, sex, national origin, age, sexual orientation, marital or veteran status, or non-job-related handicap or disability. IND789
    $35k-49k yearly est. 1d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Customer Support, Customer Service, Collection Representative

    Ask Consulting

    Columbus, OH

    "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment". Job Title: Customer Support, Customer Service, Collection Representative Location: Columbus, OH 43219, USA Duration: 6+ Months (Contract to Full time conversion) Pay range: $19-19.17/hr. Job Description: Client Support Service Professionals handle incoming phone calls regarding various service inquiries on accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Cash Management products and services, Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service. Ability to contribute in a fast paced, team-oriented environment. Aptitude to multi-task and adjust quickly to change in a busy financial service center About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.
    $19-19.2 hourly 3d ago
  • Customer Support Specialist

    Russell Tobin 4.1company rating

    Columbus, OH

    /Details: Are you ready to join a Fortune 500 global financial services firm where accuracy, client care, and operational excellence drive everything we do? Do you excel under pressure, communicate with clarity, and thrive when details matter? If so, you'll be a perfect fit for an open contract position we are hiring for! Join a premier global financial institution renowned for its unwavering commitment to integrity, client-centric solutions, and operational excellence. With a legacy spanning decades, this firm is actively hiring a Customer Support Specialist to join its team in Columbus, Ohio. Important Details: 6-month contract (Temp to Perm Goal) Columbus, Ohio (on-site) $19.17/Hour Pay PTO, 401K retirement savings, healthcare coverage, supplemental coverage Responsibilities Include: Responding to client inquiries via phone with professionalism and accuracy, assisting with a wide range of brokerage-related questions, including account details, transactions, and general financial services, while ensuring all responses align with internal quality and compliance standards. Supporting clients with digital platforms, providing guidance and troubleshooting for the brokerage's online portal and mobile app-resolving login issues, navigating features, and ensuring a smooth digital experience. Assisting with Brokerage Cash Management services, including debit cards, check-writing, and funds transfers-ensuring clients understand and can effectively use the full suite of cash management tools available to them. Consistently meeting performance goals such as call quality, response time, and customer satisfaction, while escalating complex issues when necessary and maintaining a strong commitment to delivering a world-class client experience. Qualifications: Degree in Finance, Accounting, Business, or related field Ability to thrive in a fast-paced, team-oriented environment Strong multitasking skills and adaptability in a dynamic financial service center Pride Global and its affiliates, including Russell Tobin, Pride Health, Pride Now, and Pride One, offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
    $19.2 hourly 3d ago
  • Customer Service Enrollment Specialist - In Office

    The Whittingham Agencies

    Clifton, OH

    Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
    $65k yearly 14d ago
  • Virtual Client Travel Liaison

    Destinytravel

    Columbus, OH

    As a Virtual Client Travel Liaison, you will serve as the main point of support for travelers, assisting with questions, updates, itinerary guidance, and documentation needs. Your role ensures every client feels supported throughout their journey. At Destiny Travel Agency USA, we believe travel should feel simple, safe, and supported. Key Responsibilities • Respond to client questions promptly. • Assist with travel updates, modifications, and confirmations. • Provide up-to-date information on requirements. • Follow up before and after every trip. • Address any concerns with patience and professionalism. Benefits • Remote, flexible, and independent. • Training, travel perks, and professional development. • Encouraging and team-oriented atmosphere. • Opportunities for long-term growth. What We're Looking For • Strong communication and interpersonal skills. • Detail-oriented and organized. • Able to learn new tools quickly. • Customer service experience preferred. • Passionate about travel and supporting clients.
    $34k-61k yearly est. 12d ago
  • Associate Client Advocate - Midwest Region

    Willis Towers Watson

    Columbus, OH

    WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required. As an ACA you are expected to have: * Basic negotiation skills and demonstrated experience * Basic account management skills and demonstrated experience * Basic project management skills and demonstrated experience * Strong presentation skills * Ability to adapt to change * Solid organization skills * Ability to mentor a Client Specialist colleague As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Retains existing book of business, develops, and strengthens client relationships * Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience * Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. * Recommend appropriate solutions throughout the policy term (including acquisition due diligence) * Maximizes the profitability of the client account & drives retention of that business * In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting * Collaborates with client teams during Internal and External Strategy Meetings * Engages with sales and broking to understand marketplace changes * Supports the fee/compensation agreement and overall client invoicing processes * Supports defensive RFP responses * Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules * Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients * Ensures all policy requirements (legal, regulatory & compliance) are met * Client-level coordination & management of all service delivery (GSD) * Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations * Gather and receive all client information working in collaboration with the Client Specialist * Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards Qualifications The Requirements * Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities * Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation * Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models * Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs * Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships. * Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace * Knowledge of commercial insurance renewal end-to-end process, steps and owners * Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations * Daily management of work assignments, mentoring, and collaboration with a Client Specialist * Receptive to feedback; critical thinking and problem-solving skills, high adaptability * Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively * Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects * Proficient Microsoft Office skills and familiarity with other relevant online tools * Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed * Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $90,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $90k-120k yearly 15d ago
  • Associate Client Advocate - Midwest Region

    WTW

    Columbus, OH

    ** WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required. As an ACA you are expected to have: + Basic negotiation skills and demonstrated experience + Basic account management skills and demonstrated experience + Basic project management skills and demonstrated experience + Strong presentation skills + Ability to adapt to change + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** + Retains existing book of business, develops, and strengthens client relationships + Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience + Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. + Recommend appropriate solutions throughout the policy term (including acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that business + In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting + Collaborates with client teams during Internal and External Strategy Meetings + Engages with sales and broking to understand marketplace changes + Supports the fee/compensation agreement and overall client invoicing processes + Supports defensive RFP responses + Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules + Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients + Ensures all policy requirements (legal, regulatory & compliance) are met + Client-level coordination & management of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather and receive all client information working in collaboration with the Client Specialist + Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards **Qualifications** **The Requirements** + Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities + Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation + Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models + Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs + Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships. + Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace + Knowledge of commercial insurance renewal end-to-end process, steps and owners + Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations + Daily management of work assignments, mentoring, and collaboration with a Client Specialist + Receptive to feedback; critical thinking and problem-solving skills, high adaptability + Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively + Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects + Proficient Microsoft Office skills and familiarity with other relevant online tools + Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed + Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $90,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**
    $90k-120k yearly 60d+ ago
  • Client Success Associate

    Arrive Logistics 3.5company rating

    Columbus, OH

    Who We AreArrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We're committed to providing employees with a meaningful work experience and have established an award-winning culture that supports personal and career development in a fun, casual, and collaborative environment. There has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want This role will focus on mastering the basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling appointments, tracking shipments while providing timely updates internally and externally, and closing out loads. You will work on mastering these skills, and work to develop other tasks to continue building your skill set within Client Success. You must be detail and process oriented, customer obsessed, efficient, proactive, solutions driven, and comfortable with effectively performing operational duties independently, as well as working collaboratively across our different departments.What You'll Do Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution Focus on accuracy and timeliness while building loads for our customer account(s) Obtain pickup and delivery appointments from the shippers and consignees within your customer's network Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates Communicate with customer contacts proactively when a shipment will be delayed Developing Tasks Understand the Customer's committed lanes and when to accept or reject loads being tendered by the customer Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate Prioritize exceptions by working with the Carrier team to provide timely updates to customers Proactively work with management to determine any potential concerns for aging for your customer Qualifications Bachelor's degree in a relevant field of study preferred Proven demonstration of commitment and work ethic in a school or work setting Fast-paced and able to multitask in a high-pressure environment Polished communicator with exceptional interpersonal skills, both verbal & written Able to take verbal/written instruction and execute with confidence Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage. Invest in your future with our matching 401K program. Build relationships and find your home at Arrive through our Employee Resource Groups. Get recognized through our employee rewards program. Leave the suit and tie at home; our dress code is casual. Eat for free on Mondays and Fridays! Free breakfast on Mondays and lunch on Fridays! Work in the wonderful city of Columbus, OH - we are in a convenient location close to downtown and a bunch of great restaurants / breweries! Sweat it out using local gym discounts Maximize your wellness with free counseling sessions through our Employee Assistance Program Take time to manage your physical and mental health - we offer company paid holidays, paid vacation time and wellness days. Receive 100% paid parental leave when you become a new parent. Get paid to work with your friends through our Referral Program! Get relocation assistance! If you are not local to the area, we offer relocation packages. Your Arrive ExperienceWhen we say “award-winning culture,” we mean it. We've been recognized as a top workplace by Inc. Fast Company, Fortune, and earned Top Workplaces and Great Place to Work, to name a few. We intend on topping many more of those lists in the years to come, but we're not in it for the trophies. We're committed to culture because it keeps us connected to each other and invested in our shared success while having a blast along the way. Our employee-founded resource groups create communities within Arrive's walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos. Notice: To ensure a safe and transparent interview process, we want to note that Arrive Logistics adheres to strict recruitment practices. Candidates undergo an interview process, and Arrive Logistics does not provide unsolicited job offers. If you have concerns about receiving a fraudulent offer, please contact ************************************* for verification.
    $48k-82k yearly est. Auto-Apply 60d+ ago
  • Client Service Associate

    Gryphon Financial Partners LLC 3.6company rating

    Columbus, OH

    Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication skills Diligent follow up skills Proficient with Microsoft Office Professional and exemplifies all brand attributes of Gryphon Financial Partners Job Accountabilities: Onboarding New Clients Client Service and Maintenance Client Relationship Building Investment Document Execution Family Office Services Assistance
    $54k-87k yearly est. 18d ago
  • Client Success Specialist V

    Oracle 4.6company rating

    Columbus, OH

    Drive maximum adoption of Oracle solution and identify/drive product expansion opportunities via high value relationship with the client. **Responsibilities** Develop long term partnership with our largest and most complex clients to ensure they remain successful by realizing the full value of their investment with us to ensure client continues/replenish/renews contract with Oracle. Responsible for maintaining a high level of client satisfaction by being a liaison between our clients and Oracle's internal operations. Identify product expansion/up sell opportunities. Interface at highest levels both internally and within clients. Assigned side projects designed to move the client success organization forward. Required to act as mentor to new CSMs Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from $50.48 to $95.91 per hour; from: $105,000 to $199,500 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 60/40 - 90/10. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC5 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $45k-61k yearly est. 11d ago
  • Client Relationship Representative

    Bela Brand Bat

    Columbus, OH

    About Us At Bela Brand Bat, we are committed to excellence, precision, and innovation. As a dynamic and forward-thinking company, we pride ourselves on maintaining an environment that values professionalism, creativity, and continuous growth. Our mission is to empower both our clients and our team members to reach their highest potential through dedication, organization, and outstanding service. Job Description We are seeking a motivated and detail-oriented Client Relationship Representative to join our growing team in Columbus, OH. The ideal candidate will serve as the primary point of contact for our clients, ensuring that their needs are understood, met, and exceeded. This position offers the opportunity to work in a dynamic environment where strong communication and problem-solving skills are key to success. Responsibilities Build and maintain lasting relationships with clients through consistent and professional communication. Understand client needs and provide tailored solutions aligned with company standards. Coordinate with internal departments to ensure efficient delivery of products and services. Monitor client accounts and identify opportunities for improvement or growth. Handle inquiries, resolve issues promptly, and ensure client satisfaction at every stage. Qualifications Qualifications Excellent interpersonal and communication skills. Strong organizational and multitasking abilities. Ability to work independently and as part of a team in a fast-paced environment. Professional demeanor and commitment to client excellence. Proficiency in basic office software and customer management systems. Additional Information Benefits Competitive annual salary of $57,000 - $61,000. Career growth and professional development opportunities. Supportive and collaborative work culture. Comprehensive training and mentorship. Health, dental, and vision insurance options.
    $57k-61k yearly 60d+ ago
  • Associate Manager. Client Relations Specialist

    SS&C Technologies 4.5company rating

    Dublin, OH

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager Client Relations Specialist Locations: Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH | Hybrid Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Establish & lead collaborative relationships between customers and the SS&C organization * Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings * Educate customers on implementing our products and services * Analyze, anticipate, and identify customer needs and recommend innovative solutions * Complete system change requests * Research and resolve any system issues reported by customers * Leverage extensive in-house training programs for industry knowledge and product expertise * Mentor & lead less experienced associates * Establish work priorities, plan projects, and ensure timelines are met * Prepare status reports for customers * Coordinate face-to-face meetings with customers onsite and at their location * Ensure contractual obligations are achieved * Assist with budgeting, billing, and contract administration * Assist in onboarding new customers as they transition to SS&C's industry leading solutions What You Will Bring: * Bachelor's degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency. * Excellent written and verbal communication skills * Strong project management skills * Problem solving and numerical reasoning skills; ability to analyze data and take action * Career oriented, highly motivated, and self-starting individual * Ability to work in a fast paced, team environment * Efficient time management with strong organizational skills * Ability to quickly learn and adapt to new systems, processes, plans, and programs * Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations * Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************ Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected base salary for the position in MA is between $65,000 USD to $115,000 USD. The expected base salary for the position in IL is between $80,000 USD to $125,000 USD. In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options. Applications will be accepted on an ongoing basis until the position is filled. #LI-RS1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $65k-125k yearly Auto-Apply 30d ago
  • Engagement Specialist-Core

    Southeast Healthcare

    Columbus, OH

    Engagement Specialist - CORE Southeast Healthcare has been awarded a new grant in collaboration with The City of Columbus to strengthen outreach to unsheltered residents with the highest needs, with repeated interactions with first responders who often experience mental health and/or substance use challenges. This initiative supports a broader strategy to stabilize housing for all residents and reduce strain on emergency and outreach systems. Responsibilities: Conduct outreach and engagement with referred unsheltered residents. Work in coordination with city staff and first responders to reach city residents. Identify goals and assist with barrier elimination to stable living. Provide services and/or referrals to temporary housing/lodging programs. Maintain accurate and complete records. 1 st and 2 nd shift available Qualifications Requirements: CDCA + required. Associate or bachelor's degree strongly preferred. Strong understanding of homelessness required. Experience with SPMI and/or SUD population preferred. Data collection/outcome achievement experience preferred. Strong interpersonal and communication skills. Ability to work effectively as part of an interdisciplinary team. Crisis intervention and de-escalation skills. Knowledge of community resources and healthcare services. Valid driver's license and insurance. As a healthcare provider, Southeast Healthcare is a non-smoking employer. Staff members are required to be vaccinated for the flu (medical and religious exemptions may be requested during the hiring process). EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, genetic information, gender identity or any other characteristic protected by law.
    $28k-46k yearly est. 9d ago
  • Client Service Associate - Commercial Insurance

    Hylant 4.6company rating

    Columbus, OH

    Description The Opportunity:The Client Service Associate is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. In This Role You Will Execute On: Grow and develop knowledge in insurance as well as Hylant's servicing tools and processes to obtain Property & Casualty licensure. Provide general administrative support to client service teams as requested. Prepare client documentation such as proposals, policies, Process insurance verification requests including certificates of insurance and automobile identification cards. Maintain client information in agency management system(s) including initial client set up, client information updates, policy details, document management, and other related information as required. Request loss run, credentialing, or motor vehicle records or reports. Process requests for changes to insurance contracts. Initiate and compile required documents for client submissions; electronically store and share documents with the appropriate client service team member for further action. Coordinate and distribute client documentation as assigned. Perform other duties and special projects as requested. In This Role You'll Need: High School Diploma or GED equivalent; some college level course work preferred Familiarity with commercial property & casualty insurance industry preferred Active Property & Casualty license or the ability to obtain within 90 days of employment. Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook) Basic analytical skills Excellent attention to detail Exception oral and written communication skills Ability to work well in a team environment. Must be legally authorized to work in the United States Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #LI-Hybrid
    $54k-74k yearly est. Auto-Apply 60d+ ago
  • Client Representative (Contract Opportunity) Columbus, OH

    Liniumit

    Columbus, OH

    Our client a premier financial services firm is looking to expand their growing team in Columbus, Oh. Apply Today! • Answers calls and respond to emails. • Handles customer inquiries both telephonically and by email. • Researches required information using available resources. • Manages and resolves customer complaints. • Provides customers with product and service information. • Enters new customer information into system. • Updates existing customer information. • Processes orders, forms and applications. • identifies and escalates priority issues. • Route calls to appropriate resource when necessary. • Follows up customer calls where necessary. • Documents all call information per standard operating procedures. • Complete call logs. • Produces call reports. • Other duties as assigned
    $35k-56k yearly est. Auto-Apply 60d+ ago
  • Customer Service Professional - Start a new career today

    Dev 4.2company rating

    Columbus, OH

    Spectrum Job DescriptionAt A Glance Full-time entry-level to mid-level customer service role troubleshooting and resolving customer technical cable and video service issues, including repair, billing, and accounts. Profile: A tech-savvy problem solver who can multitask to repair a variety of services and equipment. Internet/Voice Repair Representatives use patience and effective communication skills to uncover customer needs, answer questions, and leave a positive impression on customer interactions. Benefits include fully paid training and time off, comprehensive health packages, retirement savings, free Spectrum services where available, and more. Are you ready for something new? No matter your background, our training program can put you ahead of the curve on all the latest internet and phone technology. We'll help you develop the skills to be comfortable, positive, and adaptable while troubleshooting all kinds of technical issues. Your dedication and resourcefulness, paired with the strength of our products and services, keep services flowing and customers satisfied. Your attention to detail will be essential as you note actions taken and record customer service histories in full. All of this helps to create and maintain positive customer experiences. If you're ready to grow your skills, this is a role with a lot of potential. What is the Internet/Voice Repair Representative role? It's about building relationships and turning the knowledge you gain in training into customer service wins. Internet/Voice Representatives make a real difference to customers and the company, providing over-the-phone internet and phone support and repair services to keep people connected. You will have advanced diagnostic tools to help you address technical inquiries and get services running smoothly, talking customers through fixes you can make together. If an issue calls for extra attention, bring in additional internal support and field technicians to get things back on track. Understanding the products and your customers' sense of urgency will help you create a satisfying customer experience.
    $24k-31k yearly est. 60d+ ago
  • Asset Management - Client Service Contract Team - Contract Specialist - Associate

    JPMC

    Columbus, OH

    Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses). Job responsibilities Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners Work independently or in coordination with internal sales team to address client inquiries and respond to information requests Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments Required qualifications, capabilities, and skills Bachelor's degree required Experience in asset management, compliance, or legal Strong time, project management, and organizational skills in deadline-driven environments Motivated self-starter focused on client service, able to work independently and as part of a team Mindset for continuous process improvement, influencing change and collaboration across the organization Solution-oriented, leading initiatives to enhance processes and drive results. Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting Preferred qualifications, capabilities, and skills FINRA Series 6 or 7 strongly preferred
    $30k-48k yearly est. Auto-Apply 60d+ ago
  • Asset Management - Client Service Contract Team - Contract Specialist - Associate

    Jpmorganchase 4.8company rating

    Columbus, OH

    Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses). Job responsibilities Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners Work independently or in coordination with internal sales team to address client inquiries and respond to information requests Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments Required qualifications, capabilities, and skills Bachelor's degree required Experience in asset management, compliance, or legal Strong time, project management, and organizational skills in deadline-driven environments Motivated self-starter focused on client service, able to work independently and as part of a team Mindset for continuous process improvement, influencing change and collaboration across the organization Solution-oriented, leading initiatives to enhance processes and drive results. Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting Preferred qualifications, capabilities, and skills FINRA Series 6 or 7 strongly preferred
    $56k-80k yearly est. Auto-Apply 60d+ ago
  • Client Coordinator

    Oxford Home Lending

    Westerville, OH

    Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success. : Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success. We are seeking motivated individuals looking to advance their sales careers to join our Client Coordinator program, an entry-level path toward becoming a licensed Senior Mortgage Advisor. Why Oxford?: Salaried position along with production-based bonuses Company provided training toward becoming a licensed Senior Mortgage Advisor State of the art technology Multiple career paths, potential for growth Financial stability- backed by the LWR Family of Corporations Qualifications: You're self-motivated, driven by high-performance, and enjoy seeing financial reward for your hard work. You love sales and have an infinite love for providing second-to-none customer service. You are interested in finance and are eager to learn about the mortgage industry. Job Description: Represent Oxford Home Lending by being the "face" of the company, first point of contact to potential customers. Generate new and repeat sales by providing product information and outstanding customer service Actively participate in company-provided trainings regarding products, sales, and marketing as a pathway to become a licensed senior mortgage advisor Engage with prospective customers via text, email, and phone Provide support to senior mortgage advisors to supply high quality provided leads Benefits (starting within 30 days): Medical/dental/vision Paid holidays Paid time off Paid Parental leave Life insurance Short- and long-term disability 401K with company match Competitive compensation plan Corporate wellness program Discount on home mortgage refinances or purchases Oxford Home Lending 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. Lower 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. Privacy Policy
    $34k-55k yearly est. Auto-Apply 60d+ ago
  • Inbound Call Center Specialist

    Bright Bridge Group

    Columbus, OH

    We are seeking an skilled Inbound Call Center Specialist who will be responsible for handling incoming customer calls and delivering outstanding service. Your role will include addressing customer inquiries, resolving issues, and providing essential information about our products and services. If you have excellent communication skills and a passion for customer service, this position is for you! Key Responsibilities: Promptly answer incoming calls from customers and respond to inquiries with professionalism and courtesy. Identify customer needs and provide appropriate solutions, information, and support. Accurately document customer interactions, inquiries, and resolutions in our CRM system. Handle complaints and escalations effectively, ensuring customer satisfaction. Stay current on product offerings, promotions, and company policies to assist customers confidently. Collaborate with team members and other departments to resolve issues and improve service delivery. Meet individual and team performance metrics, including call handling time and customer satisfaction scores. Qualifications: Proven experience in a call center or customer service role, preferably in a high-volume environment. Excellent verbal communication skills and a friendly phone presence. Strong problem-solving abilities and a customer-first mindset. Ability to work efficiently under pressure while managing multiple tasks. Proficient in using computers and call center software.
    $27k-38k yearly est. 60d+ ago

Learn more about client liaison jobs