Client Service Associate Jobs Near Me

About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300 languages, our global scale and local presence allow us to be a force of good in supporting our communities, our clients, and the environment. Benefits of working with TP include: Paid Training Competitive Wages Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs Teleperformance and You Through a balanced high-tech and high-touch approach blended with deep industry and geographic expertise, we make people's lives simpler, faster, and safer. We help companies adapt quickly to changing needs, and are inspired to deliver only the best in all that we do. You will become a key contributor in making that happen. As the eyes and ears for our team fielding customer inquiries and finding innovative ways to respond, you will work in a collaborative and engaging environment. You will have the chance to interact with people from all walks of life, and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go. Did you know that our Chief Client Officer started her career at Teleperformance as an agent and advanced to the pinnacle of the company? At Teleperformance, the sky is the limit! This position will be based on-site at our Richmond, Virigina location. Your Responsibilities As a Customer Service Representative, your main responsibility is to find innovative ways to respond to varying questions, issues, and concerns. Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns Calmly attempt to resolve and de-escalate any issues Escalate interactions when necessary and appropriate Respond to requests for assistance and/or possible processing payments Track all call related information for auditing and reporting purposes Provide feedback on call issues Upsell if required We're looking for fearless people - people who are inspired to deliver only the best in all that we do. High School Diploma or equivalent IT/Network certifications/degrees preferred 18 years of age or older Proven call center experience Typing 25 WPM Proficient in PC operation and navigation Entry-level network troubleshooting Ability to set up home Wi-Fi network Ability to set up and configure a router or switch Core proficiency with a laptop or desktop computer Able to work independently Have excellent communications skills, both oral and written Ability to work in a constantly changing and fast paced environment Ability to stay composed and objective Strong listening skills Be Part of Our TP Family It is our mission to always provide an environment where our employees feel valued, inspired, and supported, so that they can bring their best selves to work every day. We believe that when employees are happy and healthy, they are more productive, creative, and engaged. We are committed to providing a workplace that is conducive to happiness and a healthy work-life balance. We also believe that to be our best selves, we need to be surrounded by people who are positive, supportive, and challenging. We are committed to creating a culture of inclusion and diversity, where everyone feels welcome and valued. Teleperformance is an Equal Opportunity Employer

Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step. About the Role We're in search of a dedicated and enthusiastic Client Service Associate to play a vital role in supporting our team and managing client tasks and relationships in our firm. As our firm continues to grow, this role offers an opportunity to fully engage with all aspects of client service. If you're a driven and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this opportunity. Key Responsibilities: Manage account operations activities including but not limited to: paperwork for new accounts, paperwork for existing account maintenance (beneficiary updates, contact information changes, etc.), estate settlements, and serve as a liaison between our RIA and our custodian. Manage the tracking of custodian cash management, money transfers, and other account related tasks. Answer inbound client calls to assist with account servicing needs and advisor scheduling. Make outbound calls to clients for service-related discussions or other firm directed communications. Assume ownership of time sensitive client promises/requests to make certain they are done on time and accurately. Independently maintain and keep up to date firm databases such as but not limited to: required minimum distributions, compliance logs, etc. Periodic reporting of these databases may be required as directed by the firm's leadership. Continuous logging of client interactions and service in our CRM so all firm operations have a clear log. Manage long term client specific projects as assigned while meeting all required deadlines. What We're Seeking: Bachelor's degree and/or equivalent financial services experience A candidate committed to a long-term career in wealth management. A proactive approach to tasks and willingness to take ownership of their responsibilities. At least 2 years working in a Brokerage firm and/or Registered Investment Advisory firm. In-depth experience with custodian platforms such as Charles Schwab, Fidelity, Raymond James, etc and CRM system such as RedTail. Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively. Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability. Strong focus on client service with the ability to communicate both verbally and written in a clear and concise manner. Perks & Benefits: Competitive salary of $65,000. Potential for performance-based bonuses. 50% employer-paid health insurance coverage. Paid sick leave and holidays. Opportunities for specialized professional development. Clear paths for career advancement. Positive and supportive work culture and management. Complimentary snacks and beverages. Clean and organized office environment. A new, and clean work environment Realistic expectations and a healthy work-life balance.

Summary of Expectations The Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail-oriented, have the flexibility and ability to prioritize various projects, and take initiative on tasks. The position may be based in either the Fredericksburg, VA office or the Glen Allen, VA office with travel to Fredericksburg, VA. Position Responsibilities and Essential Functions Maintains confidential and time-sensitive material. Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation/filing of client Investment Consulting Agreement. Maintains client hard copy and electronic files. Handles alerts and action items from platforms. Masters custodial, portfolio management, and customer relationship management software and platforms. Provides client operational support, including entering trades and executing money movement. Supports Financial Advisor by preparingcorrespondence and commentary, client proposals, presentations, and spreadsheets. Assistswith client presentations, including preparing, assemblingand proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms. Performs various clerical duties including copying,printing, assembling and binding of material for special projects as needed. Schedules client meetings, maintains Financial Advisor's calendar, books conference rooms, and orderslunches, drinks or snacks. Oversees Black Diamond performance reporting and data aggregation. Enters and maintains client information in Salentica, our client relationship management system. Assists with data entryfor investment plan and formal financial planning engagements. Assistswith formulation of policies and procedures regardingopening accounts, maintenance of client files, monthlypreparation of information for client billing and other operational functions performed on a regular basis. Performs various administrative functions: answeringand directing incomingtelephone calls, opening, dating, and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, orderingof supplies, and equipment maintenance. Acquires licensing and builds knowledge base to develop into an Associate Financial Advisor, gaining more client facing responsibilities. Professional Experience 3+ years of prior experience preferred; however, culture-fit is paramount, and we are willing to consider those with less experience if they excel in the personal attributes noted below. Background in professional services (finance, legal, tax, etc.) with operations or administrative experience preferred. Strongly proficient in Microsoft Office Suite, with willingness to learn other industry-specific technology/custodial systems, as required. Equivalent of a bachelor's degree or 4-years of college preferred. Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12-months of employment. Other licenses could be required. Personal Attributes Collaborative team player with a positive attitude and growth mindset. Possesses the drive and desire to grow into a financial advisor. Ability to work effectively on multiple projects. Unquestionable integrity and good judgment. Ability to learn new processes quickly, take initiative, and multi-task with little supervision. Excellent verbal and written skills. Ability to organize and prioritize work with attention to detail. Naturally curious and derives personal satisfaction from helping others. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States..

Title: NIL/NFL Athlete Client Liaison Company Mission: We are committed to helping athletes build generational wealth and align their actions with their intentions through financial literacy, proactive planning, and holistic support. Join our team and help shape the future of athlete success! Who We Are: Occident Wealth Management firm provides tailored financial solutions to athletes and coaches. We are committed to empowering our clients with financial literacy through our national Secure The Bag (STB) financial literacy program, which delivers interactive and engaging presentations to over 20 collegiate and NFL & NBA teams. Job Summary: We are searching for a special talent with a passion for sports, client service. We are seeking a dedicated and dynamic NIL Athlete Liaison to serve as the primary point of contact for our NIL and NFL athletes clients. This individual will act as intermediary between our athletes, their families, and various service providers, ensuring seamless coordination of all financial planning, logistical, and administrative aspects of their extremely busy lives. The ideal candidate will have experience in a client liaison role, preferably working with athletes, and possess a relentless work ethic, attention to detail, and exceptional communication skills and ideally some experience in the financial field. Key Responsibilities: • Serve as the primary point of contact for athletes and their families, ensuring timely and effective communication regarding their financial, personal, and professional needs. • Assist with coordination of taxes, bookkeeping, bill payment, LLC setup, and relocation logistics. • Facilitate communication and collaboration between the financial advisor, their team, and external service providers such as CPAs, attorneys, and real estate agents. • Develop and maintain relationships with athletes, acting as a trusted resource and advocate. • Monitor and manage athlete schedules, deadlines, and deliverables related to their financial and personal obligations. • Support the financial advisor and team in developing and executing personalized strategies for each athlete's unique needs. • Stay updated on industry trends, NIL regulations, and athlete-related challenges to provide proactive guidance. • Address issues or concerns promptly, maintaining a high level of professionalism and discretion. Qualifications: • Proven experience in a client liaison or account management role, with a preference for experience working with athletes or in the sports industry. • Strong understanding of financial and administrative processes, including taxes, bookkeeping, and business formation. • Exceptional organizational and time management skills, with the ability to multitask in a fast-paced environment. • Outstanding communication and interpersonal skills, with the ability to build trust and rapport with athletes and their families. • High level of discretion, integrity, and professionalism in handling sensitive information. • Detail-oriented and proactive, with a relentless work ethic and commitment to excellence. • Bachelor's degree in business, sports management, finance or a related field is preferred but not required. Work Environment: • The position may require flexibility for travel and irregular hours to meet the needs of athletes. • Hybrid or remote work arrangements may be considered based on the candidate's location and qualifications. Why Join Us? This is an exciting opportunity to work at the intersection of sports and financial management, supporting high-performing athletes in achieving success both on and off the field. If you are passionate about making a meaningful impact in the lives of athletes and thrive in a dynamic, fast-paced environment, we want to hear from you! How to Apply: Submit your resume, cover letter, and references to Christy Daly, at *******************. Applications will be reviewed on a rolling basis.

You are an energetic and ambitious individual with a few years' work experience, and you are ready to get your career on the fast-track with a supportive company in the financial services industry. A quick study and a team player, you enjoy working with people, learning new systems, and getting things done-all in the name of collaboration and superior client service. You want to work within a dynamic team of financial professionals to help clients both grow and protect their financial investments, so you are excited to roll up your sleeves and join forces with colleagues across the company to provide five-star client service. SUMMAR You will work as a member of the Client Services team at The Haverford Trust Company. You will report and closely partner with Patrice Shute, Vice President of Client Services. The Client Services Team is responsible for providing Quality client service to our clients and internal business partners with a focus on service excellence and creating consistent and positive client experience sWe are seeking an achievement-oriented individual with a background in client services. This individual will work in direct partnership with the VP, Portfolio Manager and must have demonstrated ability to work independently and within a team environment. This position requires client interaction and collaboration with internal contacts at all levels of the organization. Your role is integral to the VP, Portfolio Manager and the Company's mission of delivering superior client service, strengthening partner relationships both internally and externally, and achieving strategic initiatives. You will be asked to assist the Portfolio Manager and others to deliver five-star client service . ABOUT HAVERFORD TRUST The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of September 2024, we had $15 Billion in assets under management or consultation. Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture. We have hired 14 new team members since the beginning of this year, and our employee retention rate stands at 97%. Meet our team, and you quickly see that every person exhibits Haverford's core values of quality, integrity, respect, discipline, community and optimism. Unquestionably, our team is our greatest asset. We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at ************************ and our LinkedIn page. REQUIREM Normal business hours are Monday through Friday 8:30AM - 5:30PM Hybrid work schedule with set days to work from home and in the office in Radnor, Starting in December 2024, we are asking all employees to come into the office on Wednesdays to support client needs and collaborate with team members. Periodically, local travel and the need to work additional hours are needed to meet work expectations; we endeavor to provide as much notice as possible in these instances. POSITION RESPONSIBILTIES Proactively anticipate and assess administrative needs of the Portfolio Manager and clients with focus on retaining and attaining assets. Provide support to the Portfolio Manager, including daily administration of client accounts and client contact. Assist team in marketing related activities, including preparation of client and prospect reporting packages to support communication of portfolio performance. Serve as primary internal contact for clients and prospects; respond to and independently handle routine to complex client inquiries, including opening and onboarding new accounts and requests for charitable giving. Track and document interactions with clients and prospects. Routinely and proactively perform account surveillance to ensure client accounts are invested according to guidelines. Monitor periodic surveillance reports including Daily Transactions, Target Allocation, Bond Maturity, and High Cash to assess trading needs. Assist Portfolio Managers and Investment Officers with rebalancing client portfolios. Conduct independent analysis of asset allocation and portfolio construction to ensure portfolios are aligned with Haverford's investment strategy and investment objectives of clients. Initiate trades as needed. Review and analyze accounts prior to a block trade to determine an account's participation in the block with focus on a client's investment objectives and tax sensitivity. Prepare for and participate in semiannual Portfolio Review. Prepare and present presentations. Provide personalized guidance for the PM to provide to clients. Demonstrate industry knowledge to effectively communicate with cl Ients. Develop an understanding of Haverford portfolio strategies. Possess general understanding of markets and current macro/micro events that may be impacting the market. Cultivate understanding of the history and culture of The Haverford Trust Company. Build positive relationships and collaborate with team members throughout the firm. Act as a liaison with teams throughout the organization to facilitate resolution of client needs. Collaborate with team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity. Participate in nonrecurring and ongoing projects that will enhance service capability. Maintain high standards in verbal and written communication. Readily engage in team and firm-wide initiatives including integration of new technology and client service initiatives. QUALIFICATIONS Education / Experience BA or BS in Finance or related field preferred. Minimum 3-5 years' experience working in the financial sector required CFP designation encouraged. Highly proficient with word processing, financial spreadsheets, and client database management software programs. Skills / Abilities Teamwork Collaborate effectively within your own highly interactive team to achieve goals. Cross-train to support team members; serve as a reliable back-up. Work productively in cross-functional endeavors to execute tasks. Communication Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service. Excellent written communication skills, including precise editing. Strong, persuasive presentation and public speaking skills. Work Management and Product Dedication to quality and excellence. Ability to build trusting, long-term relationships with business partners. Understanding of and commitment to client privacy and confidentiality. Finesse to identify/define needs while managing stakeholder expectations. Strong analytical and problem-solving skills; creative and innovative solutions. Excellent organizational skills: capacity to effectively handle difficult requests. Superior attention to detail, including accuracy in compiling data and materials. Excellent time management skills: proven ability to act promptly and meet deadlines. Demonstrated investment in continual learning and improvement. Technical Proficiency with Microsoft Office Suite or related software. Ability to quickly learn new technologies and client database management programs. Work Values Model the firm's values of Quality, Integrity, Respect, Discipline, Optimism and Community. Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for de cisions. The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford's sole discretion. All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act. The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law. This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to disclose suc h activities.

We are looking for an experienced, detail-oriented, and proficient Client Service Associate to serve as the primary client service and support role for Senior Partners and one or more Client Relationship Teams. The ideal candidate must bring 2-6 years' experience providing administrative support in the wealth management or financial advisor industry. This position will be an integral part of a small, but dynamic group of professionals providing optimal service to our clients. Wingate has been named to CNBC's “Financial Advisor 100” List for each of the past two years. You have the opportunity to be part of this exceptional organization as a Client Service Associate. Primary Responsibilities · Providing frequent and comprehensive support for a broad base of Wingate's clients and professional staff. This includes and is not limited to: o Initial client contact, needs assessment, and processing of client requests o New client account management and onboarding o Daily handling of frequent confidential financial transactions including wire transfers, check deposits, and other money movement o Providing the timely and professional handling of client calls and email o Review and preparation of client and regulatory documentation o Monitoring and responding to daily financial alerts o Coordinating efforts with clients to ensure links to external financial accounts are accurately functioning · Providing the logistical, organizational and hospitality coordination for client visits, meetings, and meals · Managing the day-to-day schedules and calendars for multiple team members · Independently addressing client questions or issues related to Wingate's various secure portals · Organization, prioritization, and sequencing of daily tasks for multiple team members · Manage the high volume of coordination of paperwork and tasks Required Skills and Experience · Bachelor's degree preferred and a minimum of 2-6 years' administrative support experience in a financial services environment (Wealth Management industry experience is strongly preferred) · Proven, verifiable proficiency to effectively communicate verbally and in writing with clients, external professionals, and internal staff · Proven ability to manage conflicting priorities and organize a high volume of day-to-day work · Proven experience with the handling of confidential and time-sensitive documents and data · Minimum intermediate level of experience with Microsoft Excel and rest of Microsoft suite, client relationship management (CRM) software, and general technological aptitude · Our office currently maintains a 9am to 5pm hybrid in-office and remote work schedule. This position requires flexibility and a willingness to be physically present in the Wingate office if needed to attend in-person client meetings. The position offers a competitive salary and a comprehensive benefits package including health insurance with a health savings account option, company paid life insurance, short-term disability, long-term disability, dental, vision, 401(k) plan with a company match and a generous paid time off plan. About Wingate Wingate Wealth Advisors, LLC is an independent wealth management firm, located in Lexington, MA, specializing in financial planning and investment management dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure investment plans are aligned with client specific needs, goals, and circumstances. Wingate is a fee-only firm and a registered investment advisor with the SEC. Our culture is relaxed and friendly but professional, extremely client centric, fast paced and collaborative. We are dedicated to continuous improvement of both our people and processes.

Job Opportunity: Customer Support Representative/Account Representative-Sr Pay Rate: $18-19.16/hour Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks starting after the New Year. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience. Job Responsibilities for Client Support Service Professional: Provide exceptional support for Morgan Stanley clients through incoming calls, addressing service inquiries with accuracy and efficiency. Assist with Cash Management products, online account access, mobile app usage, and general financial questions. Deliver world-class service while meeting key performance metrics in a fast-paced, team-oriented environment. Adapt quickly to changes, multi-task effectively, and collaborate within a high-performing team. Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Role: Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role. Responsibilities: Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed. Provide responsive support to advisors and custodians via phone and video calls. Manage client interactions through remote video calls, phone conversations, and email communication. Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality. Organize and manage document storage and client records. Assist with data entry and report preparation as requested by financial advisors. Handle confidential client and company information with discretion and professionalism. Qualifications: Minimum of three years experience in an advisor support role. Three years of experience in financial services (e.g., banking, wealth management, insurance). Excellent interpersonal, customer service, and communication skills. Strong attention to detail and problem-solving capabilities. Ability to multitask and manage time effectively in a remote environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). College degree preferred. Must pass a basic credit and background check. Benefits: Competitive salary Comprehensive benefits package, including health, dental, and vision insurance Retirement savings plan Paid time off and holidays Professional development opportunities How to Apply: If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting. Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality. Responsibilities Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork Portfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations Coordinate monthly client statements and quarterly management fees Interact with all levels of BBR staff and management Preferred Qualifications 1+ years of post-undergraduate relevant work experience Must be a team player and possess a client first attitude Ability to prioritize and manage multiple tasks at once Knowledge of portfolio administration and various custodial interfaces Experience working with private high net-worth clients and/or institutional clients Proficiency in MS Word, Excel, Outlook, CRM software, ACH, and wire transfers Exposure to Portfolio Management Software such as Advent APX What We Offer Competitive base salary and incentive compensation Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents 401K plan, Life insurance, and short & long-term disability coverage One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care Personalized development and career growth opportunities Volunteerism opportunities and matching gift program Flexible time off, paid parental leave, and Sabbatical with company tenure Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress New office space with a variety of perks and amenities including catered lunches and stocked pantry Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Financial Services Associate - Entry-Level Opportunity Santa Fe, NM Area Are you looking to start your financial career and grow within a small, supportive firm? This is your chance to join a community-focused financial services team in Santa Fe. You'll get hands-on training, learn the industry, and have the opportunity to grow with the firm. About the Firm: This is a small, close-knit firm that provides personalized financial planning and investment services. The team values community involvement and offers a friendly, collaborative environment where you can develop your skills. Job Responsibilities: Help clients with account questions, deposits, withdrawals, and setup. Work with the team to manage client accounts and ensure everything is compliant. Assist with administrative tasks like filing, maintaining client records, and managing documents. Support senior team members and learn the financial industry through hands-on experience. Opportunity to take on more responsibility and grow into more senior roles. What We're Looking For: Experience: 1-2 years in financial services is a plus, but not required. Licenses: If you have an SIE or Series 7 license, that's great, but not necessary. Skills: Good organization, attention to detail, and clear communication. Tech-Savvy: Comfortable using computers and software like Microsoft Office. Curious & Eager to Learn: Ready to take on new tasks and grow in your career. Why Join Us? Room for Growth: There's plenty of opportunity to advance within the firm, from operations to client-facing roles. Supportive Environment: Work with experienced professionals who will mentor and train you. Work-Life Balance: Flexible schedule with the option to work from home on Mondays. Great Benefits: Competitive health benefits and free financial planning services. If you're ready to start your career in financial services and grow with a great team, apply today! MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at *****************

Responsibilities Answers, screens, and processes incoming calls as well as prioritizes calls, evaluates and analyzes situations to provide appropriate and timely responses, including calls related to chemical spills, fires, leaks, or personnel exposures. Executes relevant standard operating procedures, policies, and protocols. Collaborates with other departments within CHEMTREC to provide input and support, as needed. Performs other related duties as assigned. Qualifications Associate's degree or equivalent experience in similar environment. Required Skills Ability to obtain Hazardous Materials Technician certification and other certifications as required. Two years' experience in information management, chemistry, hazardous materials, hazardous materials transportation, or emergency response/emergency management discipline. Ability to work 12-hour shifts including weekdays and weeknights as well as weekends and federal holidays. Ability to use independent judgment in evaluating situation/issues. Ability to manage and prioritize multiple projects and tasks. Strong oral and written communication skills. Working knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint as well as internet applications. Ability to travel domestically.

City/State Harrisonburg, VA Work Shift First (Days) (United States of America) Sentara Health-Rockingham Memorial Hospital, located in Harrisonburg, VA, is hiring a Customer Service Representative - Full Time Day schedule. Primarily responsible for handling incoming calls to effectively address eligibility, claim, and payment issues. May be required to provide off-phone assistance to customers and department leadership. Ability to work in a fast-paced environment to assist callers and update billing information, establish payment plans, screen callers for financial assistance, and resolve charge and payment inquiries. Ability to work in a fast-paced contact center handling incoming calls pertaining to payment resolution and patient inquiries. Must possess good listening skills and be able to communicate verbally with callers in a clear, concise, and professional manner. Required Experience: 1 year Healthcare Work Experience High School Diploma Sentara RMH Medical Center, a Magnet designated hospital located in Harrisonburg VA, serves a seven-county area with a population of 218,000 residents. The 238-bed community hospital partnered with the Sentara Healthcare system in May of 2011. Sentara RMH features the RMH Hahn Cancer Center, a state-of-the-art center equipped with the latest cancer fighting technologies available in the nation. Benefits: Sentara offers an attractive array of full-time benefits to include Medical, Dental, Vision, Paid Time Off, Sick, Tuition Reimbursement, a 401k/403B, 401a, Performance Plus Bonus, Career Advancement Opportunities, Work Perks and more.Our success is supported by a family-friendly culture that encourages community involvement and creates unlimited opportunities for development and growth. Be a part of an excellent healthcare organization that cares about our People, Quality, Patient Safety, Service, and Integrity. Join a team that has a mission to improve health every day and a vision to be the healthcare choice of the communities that we serve! Talroo-Allied Health, call center, customer service, billing, insurance Job Summary Primarily responsible for handling incoming calls to effectively address eligibility, claim, and payment issues or patient scheduling, referral issues. May be required to provide off-phone assistance to customers and department leadership. Ability to work in a fast-paced environment to assist callers and update billing information, establish payment plans, screen callers for financial assistance, and resolve charge and payment inquiries. Ability to work in a fast-paced contact center handling incoming calls pertaining to payment resolution and patient inquiries. Must possess good listening skills and be able to communicate verbally with callers in a clear, concise, and professional manner. A total of one year of experience across one or more of the following areas: healthcare setting billing or resolving insurance accounts receivable, adjudicating insurance claims, pre-registering or registering patients for healthcare services, handling inbound calls in a customer service call center, or providing customer service to the general public in a non-healthcare setting. A healthcare certification from an accredited program or an Associate or Bachelor degree may be substituted for one year of experience. Qualifications: HS - High School Grad or Equivalent (Required) Healthcare Skills Active Learning, Active Listening, Communication, Coordination, Mathematics, Reading Comprehension, Service Orientation, Social Perceptiveness, Speaking, Technology/Computer, Time Management, Writing Sentara Healthcare prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves. Per Clinical Laboratory Improvement Amendments (CLIA), some clinical environments require proof of education; these regulations are posted at ecfr.gov for further information. In an effort to expedite this verification requirement, we encourage you to upload your diploma or transcript at time of application. In support of our mission “to improve health every day,” this is a tobacco-free environment.

Droisys is an innovation technology company focused on helping companies accelerate their digital initiatives from strategy and planning through execution. We leverage deep technical expertise, Agile methodologies, and data-driven intelligence to modernize systems of engagement and simplify human/tech interaction. Amazing things happen when we work in environments where everyone feels a true sense of belonging and when candidates have the requisite skills and opportunities to succeed. At Droisys, we invest in our talent and support career growth, and we are always on the lookout for amazing talent who can contribute to our growth by delivering top results for our clients. Join us to challenge yourself and accomplish work that matters. Droisys is seeking SAP CX - (Customer Experience) Consultant job offering Remote Work for a long-term job opportunity in the USA. Here are the job details Job Title SAP CX - (Customer Experience) Consultant Job Location Remote Work Duration 12 Months Rate $105/hr C2C Job Description Act as the primary consultant and trusted advisor for clients implementing SAP CX solutions with an emphasis on SAP Sales Cloud Service Cloud and Marketing Cloud. Must have experience with ITAR Compliant in SAP. Facilitate client conversations to assess requirements, define scope and recommend best practices for SAP CX Conduct workshops and design sessions to help clients fully utilize the functionality of their SAP CX products. Experience with SAP Process Modelling Suite (Signavio, ARIS, Visio) Good understanding of SAP SD/Order management cycle in SAP. Must have cross functional Integration knowledge with CRM/Sales force/SAP. Lead the implementation configuration and customization of SAP Sales Cloud and Service Cloud solutions ensuring alignment with client needs and industry best practices. Provide guidance and support for the transition to SAP Service Cloud version 20 leveraging knowledge of the new features and capabilities Collaborate with cross functional teams including developers' architects and project managers to deliver scalable and reliable SAP CX solutions. Apply expertise in the utilities industry to address unique customer experience challenges and develop relevant solutions. Droisys is an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law. Droisys believes in diversity, inclusion, and belonging, and we are committed to fostering a diverse work environment.

For over 30 years, Fairfax Cryobank, a division of GIVF, has provided the highest quality donor sperm that has led to the creation of many happy healthy families. Fairfax Cryobank serves clients nationwide and around the globe. We are seeking energetic and compassionate full-time, entry-level, Client Services Specialists to join our fantastic CS team. Responsibilities: Must be able to handle many inbound and outbound calls to and from clients, listen to our clients' needs and provide helpful solutions to their concerns. Build sustainable relationships and trust with client accounts through open and interactive communication. Must be able to de-escalate situations involving dissatisfied clients, offering patient assistance and support. Meet personal/customer service team sales targets and call handling quotas. Process semen, product, and internet orders Liaison between patients and physician clients Schedule client depositor and designated donor appointments Triage calls to management and accounts receivable Able to handle multiple office responsibilities simultaneously. Other duties as needed. Requirements: Associate or Bachelor's degree preferred or minimum of 2 years of related work experience. Proven experience working in a call center or customer-support role is a huge plus. Must have patience and compassion for clients trying to conceive. Attendance and punctuality are extremely important for this job position. Candidates must maintain regular, consistent, and punctual attendance in accordance with their assigned work schedule. Demonstrate strong phone and verbal communication skills along with active listening. Must be able to multi-task, prioritize, and be detail oriented. Must possess a high level of independent judgment and accuracy. Fluency in Spanish is a plus! Must have working knowledge of Microsoft 365, Microsoft Outlook, and Teams Must have a quiet home office work space Strongly prefer candidates from Virginia, Maryland and Washington DC area. Additional information: $20.00 per hour Quarterly bonus program Work Schedule Options: Remote: Monday- Friday: 11:30am- 8pm ET Remote : Monday - Thursday 10:30am-8pm ET and Saturday 11:30am-3:30pm ET On-site: Monday-Friday 9:30am to 6pm GIVF provides competitive compensation and generous benefits to our employees, including: Health, Dental and Vision insurance Flex Spending Account (FSA) and Health Savings Account (HSA) options Group term life insurance Short-term and long-term disability options 401K plan plus employer match Paid parental leave Tuition reimbursement program Paid vacation and sick time Paid company holidays Job training and development opportunities For more information about Fairfax Cryobank, we encourage you to visit our website at ************************ To apply, kindly email your cover letter, iinclude your work schedule preference and resume to ************* and note CSR in the subject line. Please also indicate your work schedule option. EOE/M/F/D/V **We review all applications and contact qualified candidates via email for further consideration.**

Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Direct client contact - answer questions about accounts, etc. Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Conduct client outreach Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Financial services experience; LPL preferred Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system - preferably SalesForce Excellent phone skills Computer literate Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM - 5:00 PM Monday-Friday

At Faye, we're redefining travel insurance and delivering unparalleled customer care. As we continue to grow rapidly, we're looking for a visionary Head of Customer Experience to scale our global operations and elevate our world-class service to even greater heights. What You'll Do: Lead with Impact: Build, mentor, and inspire a top-tier CX team across Richmond, VA, and Tel Aviv. Shape the Strategy: Design and execute an omni-channel CX strategy, ensuring seamless, delightful interactions across all customer touchpoints. Expand Expertise: Enhance team capabilities to provide comprehensive support for our evolving product lines. Leverage Innovation: Use data and cutting-edge tech to scale operations, optimize workflows, and set new industry benchmarks. What We're Looking For: 7+ years in CX leadership, managing global teams of 50-100+ reps. Expertise in scaling omni-channel B2C environments using tech-driven solutions. Proven success in crafting and executing long-term CX strategies. Startup or relevant industry experience (insurtech, travel, fintech) preferred. Native-level English fluency; familiarity with U.S. customer expectations is a plus. Why Join Faye? Join a thriving, fast-paced team committed to reshaping travel insurance with cutting-edge solutions and best-in-class customer care. You'll play a pivotal role in driving growth, innovation, and setting new standards in customer experience.

Fairfax EggBank - (fairfaxeggbank.com) is the trusted choice in frozen donor eggs for IVF treatment. We offer a rigorously screened database of egg donors and state-of-the-art egg freezing technology. Our caring, professional staff work with IVF clinical and laboratory staff, physicians, and mid-level healthcare providers as well as intended parents, both domestically and internationally, to provide patients with compassionate care, advanced medical science, and outstanding customer service. The Fairfax EggBank, a division of the Genetics & IVF Institute, is seeking a full-time, Client Relations Specialist to help bring hope to intended parents struggling with infertility and assist them with building and growing their families. Successful candidates will possess patience and compassion for intended parents trying to conceive, as well as meet and exceed monthly sales goal through exceptional communication skills, account management, and effective multi-tasking in a fast-paced environment. While Fairfax EggBank is a proven leader in the industry, we are looking to rapidly grow the business, expand our affiliated clinics, and onboard additional partners. This position is ideal for a passionate and driven sales/account management professional who thrives on growth and recognizes opportunity. Employees strive for excellence on a daily basis within a close-knit team-oriented environment and are dedicated to seeing the continued progress of the program. Key Responsibilities: Customer Service: Provide exceptional customer service to potential recipients and affiliated and non-affiliated clinic partners interested in Fairfax EggBank offerings via timely phone (oral) and email (written) communication. Account Management: Manage a portfolio of affiliated clinics with focused attention on increasing sales volume, resolving issues, building, and maintaining relationships. Develop trust with affiliated clinics within portfolio to ensure Fairfax EggBank is the egg bank of choice. Acquire a thorough understanding of affiliated clinic needs and processes. Quality Assurance: Maintain accurate and detailed records for intended recipients and clinic portfolio to ensure flawless execution of sales process. Assist in data analysis to ensure high quality control standards and comply with strict regulatory guidelines. Sales Achievement: Meet and exceed monthly sales goals. Minimum qualifications: Associate or bachelor's degree preferred or minimum of 2 years of related work experience. Experience in a fast-paced healthcare/medical setting is a plus. Proven Business-to-Business, non-retail sales or account management experience is preferred. Proficiency in Microsoft Office, including PowerPoint, Excel, and Word Additional Information: Salary commensurate based on experience This will be a hybrid position (Half WFH/Half In-Office Must live in the DC Metro area. GIVF provides competitive compensation and generous benefits to our employees, including: Health, Dental and Vision insurance Flex Spending Account (FSA) and Health Savings Account (HSA) options Group term life insurance Short-term and long-term disability options 401K plan with employer match Paid parental leave Tuition reimbursement program Paid vacation and sick time Paid company holidays Job training and development opportunities To apply, email your resume to ************* and note FEBCRS in the subject line. EOE/M/F/D/V

Our client is actively looking for a Part-Time Bilingual Service Representative. The ideal candidate with come with strong Customer Service Experience. MUST be Bilingual (Spanish/English) Friendly, organized, and well-spoken requires availability on Tuesdays, Wednesdays and Thursdays 4 to 8:30p. This will be fully in-person in a friendly, communtiy office in Arlington, VA. Kindly apply to inquire further. Look forward to meeting you! All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

We are seeking a customer-focused, detail-oriented individual to join our Customer Support Team. This role requires strong computer proficiency, excellent interpersonal skills, and a commitment to delivering outstanding customer service via phone, email, and chat in a hybrid environment. The ideal candidate will possess exceptional verbal and written communication skills, be able to handle high-volume calls and assist customers with Federal regulatory requirements related to the NFIP. If you thrive in a fast-paced environment and are passionate about helping people, this opportunity is for you. Key Responsibilities: Respond to inbound communications via phone, chat, or email from customers, providing accurate information regarding Federal regulatory requirements, specifically the NFIP rules and guidelines. Make outbound calls to customers for follow-up or next steps. Guide customers through the Flood Map and NFIP processes, ensuring they understand flood insurance risk ratings, policy options, and documentation requirements. Interpret Flood Insurance Rate Maps (FIRMs) and explain geographic flood risk information to customers. Manage a high volume of customer interactions, resolving customer's inquiries professionally and efficiently while maintaining quality service standards. Escalate complex issues to the appropriate departments when necessary. Maintain accurate and professional customer interaction records summarizing the interaction ensuring all customer information is up-to-date and recorded properly in the system. Qualifications: - 2+ years of working in a fast-paced call center environment or customer support role providing customer service over the phone. - Familiarity with NFIP and experience with flood insurance or related industries is a plus. - Excellent verbal communication skills, with the ability to explain technical or regulatory information clearly to a diverse audience. - Strong data entry, computer skills, with attention to detail and accuracy. Essential Traits: - Ability to handle high call volumes while maintaining a friendly and professional demeanor. - Strong problem-solving skills and the ability to de-escalate difficult calls. - Team-oriented/team player mindset with the ability to collaborate effectively in a fast-paced call center setting. - Excellent time management skills and the ability to prioritize tasks and meet service-level expectations with the ability to sit for lengthy periods of time. Punctual and regular attendance is critical to this role. -Ability to rapidly learn and execute new skills and knowledge areas with a focus on mapping, engineering, and insurance -A willingness to support a wide range of stakeholders on a wide range of topics, some of which may be emotionally charged. Marathon TS is committed to the development of a creative, diverse and inclusive work environment. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Marathon TS will be based on merit, qualifications, and abilities. Marathon TS does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age or any other characteristic protected by law (referred to as "protected status").