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Client Service Specialist Full Time jobs

- 900 Jobs
  • Specialist, Shared Services

    SSP 4.3company rating

    Dulles Town Center, VA

    Great Pay $20.00 per hour Full-time/ Weekend Off Benefits available including medical, dental, and vision plans Free Meal & Paid Parking 2 Weeks PTO (Paid Time Off) We are passionate about bringing cool, authentic restaurants to airports that represent a taste of place. The Shared Services Specialist role is a hybrid position that supports on-site Airport Directors and the management team in financial, operations and people-based initiatives. The Shared Services Specialist completes basic financial tasks such as invoice receipt, entry, and tracking and cash handling duties. This role enters daily deposits and is responsible for closing the books weekly. The Shared Services Specialist may be asked to work in restaurant units occasionally. Additionally, the Shared Services Specialist will ensure all employees have proper airport credentials and parking passes, as needed. Job Duties On-site administrator of financial reporting software (i.e., My Inventory, Crunchtime, Lynx) Enter deposits, reconcile vouchers, balance cash daily for all operating units Setup and maintain contact information for airport vendors · Receive, enter and track all invoices received Order office supplies and other supplies Collect cash deposits and vouchers from all operating units daily Prepare daily deposits for all operating units daily Responsible for maintaining functionality of safe(s) Distribute live paychecks, as needed Verify new employee identification for new hire process Signatory for SSP America at airport to setup new employee airport credentials, parking, etc. and retrieve upon termination Order and distribute unit uniforms Skills and Others tasks: Required Education & Experience Minimum of three (3) years of administrative and/or financial experience Experience in restaurant, retail, or hospitality industries preferred Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) Diversity and Inclusion is a priority at SSP. We are an equal opportunities employer committed to engaging all of our people, so they feel valued and motivated; we champion diversity, promote inclusion, and ensure equality. We respect and protect human rights and prevent discrimination; and we positively impact our communities. We encourage and welcome applications from a diverse range of candidates regardless of background, gender, race, religious beliefs, disability, sexual identity and orientation.
    $20 hourly 17d ago
  • Entry Level Vehicle Service Specialist

    Viocf

    Salem, VA

    Entry-Level Lube Technician- Starting at $15.00/hr. plus incentives! Full Time and Part Time No experience necessary! What you'll do: As an Automotive Technician, you will perform maintenance to keep our guest's vehicles serviced and on-the-road safely. Benefits Include: -Health Insurance (Dental, Vision, Medical) -Paid vacation and holidays -Matching 401(k) -Paid on-the-job training -Leadership development and coaching -Company provided uniforms and tools -Tuition reimbursement including technical certifications -Safety shoes offered through the company -No late evenings Qualifications: -You are friendly and ready to work as part of a customer-focused team -Have an eagerness to learn -You can lift up to 50 pounds -Have full mobility and the ability to work with your hands above your head -Can stand for extended periods of time and climb stairs Valvoline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
    $15 hourly 16d ago
  • Client Services Specialist

    Fairfax Cryobank

    Fairfax, VA

    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.**
    $20 hourly 15d ago
  • Client Service Specialist

    Pence Financial Group

    Alexandria, VA

    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
    $28k-47k yearly est. 13d ago
  • Account Development and Client Service Specialist

    Telemet America, Inc. 3.3company rating

    Alexandria, VA

    Telemet America, Inc. provides an integrated solution for investment professionals and university faculty with our professional investment platform. The platform offers real-time and historical price data, charts, news, portfolio analytics, and other market data to keep up with the financial markets. University faculty rely on Telemet to teach investment principles to students. Role Description This is a full-time on-site role for an Account Development and Client Service Specialist located in Alexandria, VA at Telemet America, Inc. The specialist will be responsible for developing university accounts and providing client services to these accounts on a day-to-day basis. Benefits In addition to a base salary, you will get bonuses and commissions, paid holidays, paid sick and vacation, a 401k program, health care benefits, and free on-site parking. Must-have Qualifications Strong knowledge of Finance & Investments Client Services and Customer Service skills Excellent Communication skills Strong problem-solving abilities Detail-oriented and organized Experience in the investment industry is a plus Bachelor's degree in Business Administration or finance & investments
    $27k-41k yearly est. 14d ago
  • Insurance Customer Service

    Salzberg Insurance Agency, Inc.

    Norfolk, VA

    Customer Service Rep. Role Description This is a full-time on-site role for an Insurance Customer Service at Salzberg Insurance Agency, Inc. located in Norfolk, VA. The role involves day-to-day tasks related to customer support, customer satisfaction, phone etiquette, customer service, and customer experience. Personal lines experience quoting Homeowners Insurance. Qualifications Customer Support and Customer Satisfaction skills Phone Etiquette and Customer Service skills Customer Experience skills Excellent communication and interpersonal skills Problem-solving abilities Attention to detail and organizational skills Ability to work efficiently in a fast-paced environment Experience in the insurance industry is a plus Property and Casualty License
    $24k-32k yearly est. 8d ago
  • Seasonal Merchandising Service Associate - Weekends Preferred

    Lowe's 4.6company rating

    Charlottesville, VA

    What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product selections that are safe, clean, and easy for customers to access. The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion. What We're Looking For Hourly Seasonal: Generally scheduled 10-40 hours. Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location) Physical ability to perform tasks that may require prolonged standing, sitting and other activities Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance. What You Need To Succeed Minimum Qualifications Ability to read, write, and perform basic arithmetic (addition, subtraction). Ability to work overnight and weekends as required. Ability to utilize web based computer programs to accomplish assigned tasks. Preferred Qualifications High school diploma or equivalent. 6 months of Lowe's sales floor experience. 6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays. 3 months of experience operating power equipment such as lifts, order pickers, and similar equipment Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws). Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law. #Full time RequiredPreferredJob Industries Retail
    $24k-29k yearly est. 25d ago
  • Customer Service Account Representative

    Bill Meador Insurance Agency

    Roanoke, VA

    The Bill Meador Insurance Agency is a locally owned, award-winning independent agency in Roanoke, VA, specializing in auto, home, life, and business insurance. Representing various providers like Erie, Progressive, Travelers, Allstate, and more, our goal is to offer competitive pricing and coverage options for our clients, and to be a local resource for their insurance needs. Role Description This is a full-time on-site role for a Customer Service Account Representative at the Bill Meador Insurance Agency in Roanoke, VA. The representative will be responsible for ensuring customer satisfaction, managing accounts, initiating new accounts, and providing exceptional customer service on a daily basis. Qualifications Customer Service Representatives and Customer Service skills Strong Communication skills Experience in Account Management Ability to prioritize and multitask Problem-solving and conflict resolution skills Excellent attention to detail Knowledge of insurance products and regulations is a plus Previous experience in a similar role is preferred
    $25k-33k yearly est. 15d ago
  • Hybrid Center-Based BCBA - $10,000 Retention Bonus

    Proud Moments 4.1company rating

    Manassas, VA

    Grow your career with the industry leader in behavioral health - Proud Moments ABA. Proud Moments ABA provides the gold standard of Applied Behavior Analysis (ABA) services for children on the autism spectrum from birth to age 21. As a BCBA, you will combine your knowledge and experience with our innovative treatment techniques to change our clients' lives. Our clinical support team makes sure you are able to focus on providing excellent clinical services to our learners and not administrative work. We are actively seeking Board Certified Behavior Analysts (BCBA's) to join our team as full-time or part-time clinical experts. As a Proud Moments BCBA, you'll enjoy professional respect, recognition, and rewards: Competitive compensation + robust/achievable quarterly bonus program Eligibility for a $10,000 Retention Bonus few newly hired full-time employees Meaningful work-life balance with flexible working schedules (full or part-time) Multi-tiered clinical team; both at the local and regional level designed to ensure you feel supported in your day to day Advanced, easy-to-use tools that simplify data collection and charting The best of both worlds - the resources of a large organization combined with the collegiality and support of the local care team Enhanced Behavior Technician onboarding/training, to support continuity in services for our learners Continuous professional development through our free monthly CEU accredited courses and over 200 hours of archived CEUs available Comprehensive benefits package for full-time employees, including: PTO/flexible holidays Medical, dental and vision coverage 401K retirement savings program Employee Assistance Programs Responsibilities: As a Proud Moments BCBA, you'll be challenged to realize your professional potential. Key responsibilities as a BCBA include: Utilize your expertise to develop and supervise the implementation of targeted interventions that change the lives of children with autism Share in the achievements of your clients as they develop positive behaviors and learn new skills Provide caring support during family conversations to ensure parents fully understand assessment results and treatment recommendations Advocate for your clients by monitoring for potential issues and communicating concerns Share your knowledge and experience through direct supervision, support, training, and orientation of our growing team of behavioral technicians Physically keep up with clients as they move about the session area(s). This will require many physical activities including, but not limited to, standing, sitting, bending, lifting 25+ pounds, running, squatting, kneeling, and generally keeping pace with children from 2-15 years old Qualifications: As an ideal BCBA candidate, you bring to Proud Moments ABA the following qualifications: Master's degree in behavioral analysis, education, psychology, or a related field Current BCBA license (depending on state) or sitting for your exam in the next 3 months- students are welcome! Demonstrated skills implementing applied behavioral analysis (ABA) with children with Autism Spectrum Disorder or related disorders Ability to administer and interpret a variety of clinical assessments Excellent clinical competence and judgment Commitment to handling confidential information responsibly Exceptional communication, problem-solving, organizational and project management skills while working in a fast-paced environment This Retention Bonus opportunity will expire 2/28/25 #BCBA Proud Moments ABA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, veteran status, sex, national origin, age, disability or genetics. In addition to federal law requirements, Proud Moments ABA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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.
    $49k-58k yearly est. 9d ago
  • Customer Experience Consultant

    Bizfirst

    Reston, VA

    BizFirst is assisting our client in recruiting a talented and dedicated Customer Experience Consultant. In this role, the successful candidate will work closely with our client's customers, guiding and supporting them in implementing comprehensive solutions to enhance their business operations and customer engagement strategies. Key Responsibilities: Collaborate directly with clients to understand their needs and tailor solutions effectively. Deliver insights on the selection, implementation, and optimization of CRM and customer service tools. Provide expert guidance on best practices for tool adoption, ensuring smooth integration into clients' existing systems. Conduct training sessions for client teams to maximize tool usage and efficiency. Monitor and analyze tool performance, offering recommendations for enhancements to improve customer interaction and satisfaction. Work closely with client teams to ensure seamless integration of new solutions. Monitor and report on the success of implemented strategies, providing insights and recommendations for continuous improvement. Requirements: Proven experience as a consultant or in a similar role, with a focus on customer experience and solution implementation. Proficiency in CRM systems (e.g., Salesforce, HubSpot) and customer service software (e.g., Zendesk, Freshdesk). Experience with data analysis tools (e.g., Tableau, Google Analytics) for evaluating customer engagement and feedback. Knowledge of project management tools (e.g., Asana, Trello) for effective coordination of customer experience initiatives. Familiarity with communication platforms (e.g., Slack, Microsoft Teams) to ensure seamless internal and client communication. Strong ability to understand and translate client needs into actionable strategies. Excellent communication and interpersonal skills, with a knack for building strong client relationships. Bachelor's degree in business administration, Marketing, or related field preferred. Benefits: Competitive compensation package. Opportunities for professional growth and development. Dynamic and supportive work environment. Job Type: Full-time, Permanent Location: Reston, Virginia; On-site Client locations
    $71k-118k yearly est. 60d+ ago
  • Financial Services Specialist

    Sentara Health 4.9company rating

    Hampton, VA

    City/State Hampton, VA Work Shift First (Days) (United States of America) Sentara Careplex Hospital is hiring a Financial Services Specialist - Full Time Day schedule The preferred FSS candidate will be responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely. Sentara Careplex Hospital, located in Hampton, VA, is a 224-bed technologically advanced, acute care facility, and Certified Primary Stroke Center. At Careplex, we offer eICU to monitor patients even more closely with state-of-art equipment and computer software. Our outpatient pharmacy makes prescription pick-up more convenient for patients and family members upon discharge from the emergency department or inpatient stays. Other features include specialized services in heart and vascular, urologic care, along with advanced diagnostic and surgical capabilities, a hospitalist program, and one of the state's busiest emergency departments. We are also home to the Orthopaedic Hospital at Sentara CarePlex Hospital, the area's first dedicated orthopedic hospital. 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, revenue cycle, pre-registration, insurance verification Job Summary The FSS is responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely. Qualifications: HS - High School Grad or Equivalent (Required) Related experience Skills Communication, Judgment and Decision Making, Mathematics, Microsoft Office 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.
    $31k-36k yearly est. 7d ago
  • Client Services Associate

    Prolific 4.2company rating

    Virginia Beach, VA

    We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and a handshake is why the customer service division has enjoyed unprecedented growth this year. Campaigns focus on developing and executing unique, personable advertising strategies designed to generate new customers for clients. The Goals Are Simple: every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client accounts through our direct approach to build more sales revenue for our client Learn the software systems provided by the client to be able to communicate effectively with incoming inquiries Provide a daily breakdown of client interactions to management and offer feedback to improve the client experience Be familiar with all products and services we promote and sell to be able to answer any questions or inquiries if needed Cross-educate in each department to excel in our training program to potentially advance to management depending on individual performance Benefits of the Client Service Associate Position: Comprehensive one-on-one Training by a groomed team of Senior Client Service Managers Travel allowance Opportunity For Community and Charity Involvement Hands-on Learning Flexible Scheduling Numerous Advancement Opportunities Qualifications of the Client Service Associate: Friendly, outgoing personality for establishing positive relationships with clients, coworkers, team leaders, and managers Ability to adapt to a variety of people Winning attitude and dedication to ensuring customer satisfaction Positive attitude and ability to work well within a team environment College Degree preferred Background in Retail or Restaurant Leadership skills Local to the office area
    $69k-98k yearly est. 7d ago
  • Institutional Client Specialist

    Davenport 4.3company rating

    Richmond, VA

    Asset Management - Institutional Client Specialist Department: Davenport Asset Management This full-time, exempt position will initiate and lead institutional and high net worth client meetings while collaborating with our Davenport Advisors. The individual will deliver (and help create) high quality, compelling presentations that earns client and advisor trust and confidence. The Client Specialist will serve as an extension of our portfolio managers and will articulate our investment philosophy, strategy, performance attribution, and our outlook. They will serve as a trusted sales and marketing resource for Davenport's network of investment advisors and will encourage frequent client and prospect meetings. The Client Specialist will actively participate in meetings, seminars, and sales presentations and will work in a team environment collaborating with portfolio managers, marketing, and sales to develop the necessary presentation materials. RESPONSIBILITIES Include, but are not limited to: * Serve as a product specialist for all of Davenport Asset Management strategies and lead client presentations and seminars. * Serve as the point person for new business presentations, oversee the RFP process and help with client onboarding. * Promote prospecting, client reviews, and marketing campaigns with our advisors. * Work together with portfolio managers, sales, and marketing to improve communication to our advisors and create marketing materials. * Develop a deep understanding of Davenport Asset Management offerings. * Help develop and promote sales tools including campaigns, seminars, whitepapers, etc. * Serve as an investment portfolio manager for institutional clients, consultants, and prospects. QUALIFICATIONS * Ten years of Investment experience with the majority working directly with clients. * Must have Bachelor's degree; CFA, MBA, CIPM or CFP preferred * Series 7 & 66 registered or must obtain registration within six months of hire date. * Proven track record of developing relationships and gaining new business. * Must be able to multi-task with a strong service mindset to meet the expectations of our clients and advisors. * Highly motivated with strong written and oral communication skills. Strong presentation skills and the ability to adapt to a wide range of audiences. * Ability to work in a team environment and improve our messaging to retain and grow our assets under management. * Responsive self-starter with a professional sales demeanor and a focus on excellent client service. * Ability to work beyond normal business hours to meet client expectations. * Broad knowledge of the investment landscape, markets, and the economy. SALARY & BENEFITS We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours. DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
    $33k-54k yearly est. 36d ago
  • Client Relations Specialist

    ROCS Grad Staffing

    Arlington, VA

    Why You Want To Work Here: This is a great opportunity for someone looking for a position that would allow for autonomy and increased responsibility over time. We care about our members, and you are able to interact with them daily and be the face of the organization, interacting with C-Suite executives and leaders from businesses across the country. The Client Relations Specialist provides administrative and sales support to senior leaders, and services our members with remarkable customer service. Responsibilities of the Client Relations Specialist: Develops a thorough knowledge and understanding of our membership Works with a senior leader and other team staff to help create and track contracts for new and renewing partners Support the team by helping to track deliverables for contracted partnership agreements. Actively manages an inventory of contractual obligations that can be shared with cross-functional team members (content, marketing, events, logistics teams) for execution and maintains events calendar Communicates with speakers events to obtain speaker agreements, head shots, bios, etc. from those speakers in a manner that shows respect for the speaker. Schedules pre-event calls with speakers and tracks responses Manages and collects marketing information and registration forms for select in-person and virtual events Assists in developing partner sponsorship presentations, outlines, and partner briefing materials for the team Attends meetings with Partners along with senior team members Provides event management support Qualifications of the Client Relations Specialist: Bachelor's degree from a 4-year college or university One to two years+ of practical experience in customer service and administration Previous experience interacting with C-suite executives and directors Very strong attention to detail and attentiveness Ability to follow instructions and work independently to carry out assigned duties Ability to organize and handle a variety of tasks In-depth knowledge of Microsoft Office applications including Microsoft Word, PowerPoint, Excel, and Access Excellent verbal and written communication skills Shows initiative and excellent attention to detail Ability for light travel to conferences and meetings Arlington, VA $50-60k + Benefits Full-Time Opportunity
    $50k-60k yearly 3d ago
  • Client Relationship Specialist- Wealth Management

    Pbmares

    Fredericksburg, VA

    Join Our Team as a Client Relationship Specialist! Are you passionate about finance and exceptional client service? Do you excel in building and maintaining relationships? We are looking for a dynamic Client Relationship Specialist to support our Wealth Management division! If you're organized, efficient, and ready to take your career to the next level, apply now to join our dedicated team! PBMares Core Values: * Integrity * Trust * Respect * Accountability * Caring What you will do: * Develop and maintain strong relationships with clients and advisors. * Enhance client experiences with exceptional service and timely responses. * Onboard new clients, ensuring all documentation is accurate and up-to-date. * Perform administrative duties, including scheduling meetings and preparing reports. * Support Wealth Advisors with daily business practices and client inquiries. * Participate in bi-weekly team and committee meetings. What you get: * Full benefits: medical, dental, 401K match * Paid Time Off * 11 paid holidays per year * Flexible work schedule to include hybrid work environment. * Summer Hours- Friday half days (based on a minimum 40 hour work week) * Company investment of a minimum of 40 hours learning and development annually * The opportunity to grow and shape the future of the firm Position Requirements: * Associate degree in finance or related field, or 2 years of college focused on Finance. * Proficient in Windows Operating Systems, Microsoft Office, and Excel. * Strong interpersonal and communication skills. * Highly service-oriented with a keen attention to detail. * Ability to multi-task and adapt in a demanding work environment.
    $38k-67k yearly est. 16d ago
  • Client Associate

    0000050176 RBC Capital Markets

    Richmond, VA

    What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed. Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner. Maintain confidentiality in accordance with RBC's Code of Conduct. What do you need to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you can make advisors more efficient and effective Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire Ability to adapt to a rapidly changing business and technology environment Nice-to-have Current FINRA registrations Financial services experience What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business Job Skills Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details Address: 919 East Main Street:Richmond City: Richmond Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-06 Application Deadline: 2025-02-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $43k-76k yearly est. 30d ago
  • Client Services Specialist

    Colliers International Valuation & Advisory Services

    Richmond, VA

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career. **This is a hybrid role based out of the Richmond, VA office** About you Are you known for consistently meeting and exceeding client expectations? Are you extremely detail oriented, experienced with project coordination, and have a passion for commercial real estate? We are looking for a motivated and driven individual to support our Capital Markets team with client relationship management, transaction coordination and marketing content creation. This role is perfect for someone who is eager to coordinate multiple transactions, own the process, flex their creative muscle with marketing support and help maintain effective client relations to help build business for the team! Ultimately, you thrive in a fast-paced environment, perform well under pressure and are highly effective at prioritizing tasks and seeing things through to completion. You are self-motivated, proactive, and resourceful with the strong time management skills to prioritize and multi-task. Most importantly, you are looking for an opportunity to join a team where you can grow your career in commercial real estate! In this role, you will... Assist in managing the transaction process from start to finish, including the preparation of property valuations and investment memoranda, client coordination, market data and research, and management of the due diligence process. Support with various financial modeling and analytical work related to the company's existing pipeline and deal flow. Support proposal responses as related to the transaction management process. Bring experience in creating/ formatting proposals, presentations, correspondence, RFP's using MS Word, Excel, PowerPoint, and Adobe InDesign. Be responsible for team organization and general management. Coordinate due diligence process among all parties in the transaction process. Compile market data (rent comparable analysis, sales comparable analysis, demand drivers, etc.) Review real estate documents (financial statements, leases, loan documents, appraisals, etc.) to verify and abstract imperative information. What you'll bring Bachelor's Degree in Business, Marketing, Communications Real Estate, Finance or related discipline. Valid real estate license in the state of Virginia 2-4 + years of work experience in real state, marketing, finance, capital markets, or related industry. Intermediate proficiency with Adobe InDesign, Illustrator, Photoshop, and Microsoft Office Excellent organizational, interpersonal, writing, and communication skills with ability to communicate analytical and marketing data effectively. Experience working with a CRM, preferably Salesforce. Bonus skills and experience Experience with proforma underwriting, cash flow projections, sensitivity analysis. #LI-SD1 #LI-Hybrid Make your next move an expert one and join us as we lead the industry into the future. Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas. Direct applicants only please, no agencies. Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com for assistance. For all other inquiries, including general application support or questions regarding open positions, kindly direct your email to the recruiting team at *****************************.
    $27k-45k yearly est. 26d ago
  • Reservations Agent

    Jefferson Hotel 3.6company rating

    Richmond, VA

    MUST be fully flexible to work any day of the week (including weekends & holidays) on any shift ranging between 9am-8pm. This is a full-time position requiring open availability. We are looking for a reliable Reservations Agent to perform in a pleasant, professional, and efficient manner. The job is to create an overall positive experience by ensuring 100% guest satisfaction. Agent will assist in helping manage all day-to-day functions of the Reservations Department and will have a combination of duties mainly related, but not limited to, assisting guests with room and dining reservations, processing online reservations, handling amenity requests, and coordinating billing and shift reports. In addition, Agent will provide the Front Desk support by assisting guests at the time of check in and departure. This position will also include Hotel Operator shifts, answering Hotel Main Number. The Reservations Agent will be consistently attentive, courteous and efficient in dealings with guests, managers, employees and be able to work independently. Must possess the following: Customer service experience Excellent computer and phone skills to include ability to sell and promote services within the hotel Prior Reservations or Front Desk experience preferred but not required Flexible to work any shift, any day of the week, Saturdays, Sundays and Holidays
    $30k-34k yearly est. 8d ago
  • FCRA Disputes Specialist

    Candidate.Guru Inc. 3.2company rating

    Glen Allen, VA

    In the FCRA Disputes Specialist role, you will be responsible for: You will investigate credit bureau disputes received from the credit reporting agencies as well as from our customers using Citizens systems, policies and procedures. You will add pertinent information to pre-approved letters to respond to customer disputes. You will thoroughly document information relevant to the dispute details and resolution in the system of record. Although most disputes do not require telephone contact, occasionally you will need to provide effective communication when making inquiries and to follow up with customers. You will review various reports to troubleshoot credit bureau reporting issues prior to the monthly file run. You will build relationships and effectively communicate across departments within Citizens to request system updates as well as obtain information relevant to resolving credit bureau disputes and reporting exceptions. At times, you will participate in projects to review and investigate historical credit bureau reporting and make updates as needed. You will receive training to remain up to date on credit bureau industry knowledge and trends. Qualifications Problem-solving skills, accuracy, attention to detail, and having an analytical mindset while reviewing and investigating credit bureau disputes and reporting exceptions is critical. The ability to function in a team environment, work independently, and organize your time to meet deadlines is a necessity. The ability to write and speak effectively and professionally is a must. 2-5 years of experience in the financial industry is preferred. Previous experience in customer service, complaint resolution, letter writing, bankruptcy, loss mitigation or foreclosure is a plus. Previous experience researching and resolving credit bureau disputes is a plus. Bachelor's or Associate's degree preferred. High school diploma with applicable work experience is acceptable. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's or Associate's degree preferred. High school diploma with applicable work experience is acceptable. Hours & Work Schedule Hours per Week: 40 Work Schedule: M- F 8am- 5pm, Hybrid in Glen Allen, VA or Johnston, RI
    $40k-68k yearly est. 7d ago
  • Reservations Agent

    Historic Hotels 3.4company rating

    Richmond, VA

    MUST be fully flexible to work any day of the week (including weekends & holidays) on any shift ranging between 9am-8pm. This is a full-time position requiring open availability. We are looking for a reliable Reservations Agent to perform in a pleasant, professional, and efficient manner. The job is to create an overall positive experience by ensuring 100% guest satisfaction. Agent will assist in helping manage all day-to-day functions of the Reservations Department and will have a combination of duties mainly related, but not limited to, assisting guests with room and dining reservations, processing online reservations, handling amenity requests, and coordinating billing and shift reports. In addition, Agent will provide the Front Desk support by assisting guests at the time of check in and departure. This position will also include Hotel Operator shifts, answering Hotel Main Number. The Reservations Agent will be consistently attentive, courteous and efficient in dealings with guests, managers, employees and be able to work independently. Must possess the following: Customer service experience Excellent computer and phone skills to include ability to sell and promote services within the hotel Prior Reservations or Front Desk experience preferred but not required Flexible to work any shift, any day of the week, Saturdays, Sundays and Holidays
    $27k-31k yearly est. 8d ago

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