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  • Customer Care Advocate

    Ziprecruiter 4.6company rating

    Remote Client Service Specialist Job

    Job Description We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.) Our Mission: To actively connect people to their next great opportunity. Who We Are: ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects job seekers with millions of businesses of all sizes through innovative mobile app, web, and email services, as well as partnerships with the best job sites on the web. ZipRecruiter has the #1 rated job search app on iOS & Android. Summary of Job: Accountable for comprehending, researching, and addressing Employer and Job-Seeker questions and concerns. This role is dedicated to helping ZipRecruiter customers achieve success in their recruitment efforts. What You'll Do: Must be located in the Phoenix, AZ metro area. Schedule may include weekends/nights. Answers inbound Employer and Job-Seeker phone calls and processes all basic support inquiries. Properly transfers calls to appropriate teams and departments. Handles a large volume of Sales and Support inquiries via chat and email. Forwards inquiries as needed. Performs troubleshooting for site issues and functionality. Maintains high service levels as established by the department. Meets or exceeds established metrics and performance goals including productivity and quality of activities. Promotes ZipRecruiter site features and products (TrafficBoost, Resume Database, etc.). Processes plan upgrades and downgrades at the users request. Assesses potential Terms of Use and Product Guidelines violations and forwards pertinent information to the Compliance Department. Learns and develops the internal Knowledge Base of the evolving ZipRecruiter product. What You'll Need: Passionate about Customer Service Prior work in B2B preferred Detail-oriented, organized, and an expert on time management Passionate, optimistic, and a team player Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) Easily builds rapport and establishes relationships with customers and colleagues Coachable. Listens to and implements feedback from Supervisor Listens patiently. Will probe and clarify to get necessary details from customers Flexible work schedule is needed As Part of Our Team Youll Enjoy: Competitive salary Exceptional benefits package Flexible Vacation & Paid Time Off Employer-matched 401(k) plan Category: Customer Service The US base salary for this full-time position is $20.75ph. Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics. Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at: ***************************************************************** Company DescriptionZipRecruiter is the fastest growing employment marketplace. We have helped over 1 million businesses and 100 million job seekers find their next perfect match through partnerships with the best job boards on the web, curated email alerts, award-winning mobile apps, and the world’s best search algorithm for jobs.
    $20.8 hourly 60d+ ago
  • Customer Service Representative

    Viocf

    Client Service Specialist Job In Fairfax, VA

    Automotive Customer Service Advisor - $13.00-$14.50/hr. plus bonuses Full Time and Part Time Increase your wages through completion of in house, paid training! No experience necessary! What you'll do: -Act as a trusted adviser to our customers, evaluating their needs and performing maintenance to keep their vehicle serviced and safe on the road. -Responsible for the organization and productivity of the service center through guest interactions thorough vehicle inspections, and service and replacement part knowledge -Perform automotive preventive maintenance such as changing oil, checking and refilling other vehicle fluids, replacing filters, and inspecting and replacing lights and wipers -Maintain a clean and safe workplace 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 TEXT-TO-APPLY NOW! Text "jobs-dv" to 23000 PM Lube, Inc. and its affiliates are 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.
    $13-14.5 hourly 1d ago
  • Service Advisor - Truck Care

    Loves Travel Stops & Country Store 4.2company rating

    Client Service Specialist Job In Virginia

    Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) - 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring Immediately Welcome to Love's! Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager. We are seeking a customer-oriented Service Advisor to be the primary contact between customers and the sales department. FUNCTIONS: Maintain a safe and clean facility. Greet customers, address vehicle service needs, and document issues. Provide detailed repair cost estimates, sales promotions, obtain necessary approvals and payments. Keep customers updated on vehicle status and provide comprehensive explanations of completed work. Handle customer complaints and resolve concerns. EXPERIENCE: Experience: 6 months in customer service or sales preferred. Requirements: Valid driver's license with clean safety record, pass drug screening and medical exam as per regulations. SKILLS AND DEMANDS: Excellent communication and interpersonal skills with a customer satisfaction focus. Exceptional customer service, positive rapport building, expert salesmanship, and ensuring satisfaction by managing operations and employee-vehicle deployment. Strong organizational and multitasking abilities with attention to detail. Effective teamwork skills. Physical Demands: Regular talking and hearing. Active involvement requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing. Frequent lifting/moving of items over 75 pounds. Our Culture Come see why Love's Travel Stops and Country Stores was recognized by Indeed as the winner of the Better Work Award in 2023. Love's Travel Stops and Country Stores is an Equal Opportunity Employer. Veterans encouraged to apply. Love's has been fueling customers' journeys since 1964. Innovation and perseverance continue to lead the way for the family-owned and -operated business headquartered in Oklahoma City with more than 40,000 team members in North America and Europe. The company's core business is travel stops and convenience stores with more than 630 locations in 42 states. Love's continues its commitment to offer products and services that provide value for professional drivers, fleets, four-wheel customers, RVers, alternative fuel and wholesale fuel customers. Giving back to communities Love's serves and maintaining an inclusive and diverse workplace are hallmarks of the company's award-winning culture. The Love's Family of Companies includes: Gemini Motor Transport, one of the industry's safest trucking fleets. Speedco and Love's Truck Care, the largest oil change and preventive maintenance and total truck care network. Musket, a rapidly growing, Houston-based commodities supplier and trader. Trillium, a Houston-based alternative fuels expert. TVC Pro-driver, a commercial driver's license (CDL) protection subscription service.
    $35k-40k yearly est. 6d ago
  • Customer Service Specialist

    Russell Tobin 4.1company rating

    Remote Client Service Specialist Job

    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.
    $18-19.2 hourly 4d ago
  • Senior Client Service Specialist

    Greenspring Advisors

    Remote Client Service Specialist Job

    *** At Greenspring, our Core Purpose is to “help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own your future with defined career paths and tools, coaching, and support to help you create the future you want Thrive in a great culture where you'll be a part of a team of people who are committed to each other's success Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers The Senior Client Service Specialist will work with our Private Client Advisory team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position is critical to creating positive client experiences and fostering a culture of teamwork and collaboration. This individual spends almost all their time in client-servicing activities so that the advisors can focus efforts on growing the firm. Responsibilities Coordinate and execute service activities, such as: Onboarding new clients, initiating and resolving Service Requests, maintaining client files/dashboards, and handling day-to-day client requests. Process tasks and resolve issues in a timely and accurate manner. Manage relationships with clients and internal and external resource providers. Partner with Financial Advisors to fulfill client requests and service-related issues. Analyze current workflows, and propose, develop, and implement new workflows. Serve as a Subject Matter Expert to train and mentor new team members. Specific Measures of Success Quickly responds to client requests and resolves open tasks according to practice group standards. Proactively eliminates obstacles before they become issues. Demonstrates efficiency in working with multiple advisors and multiple clients by leveraging firm resources and tools. High degree of pride in the accuracy and quality of your work product. Understands the differences between custodians and their processes and workflows (what forms are needed to accomplish different tasks, alternate options, and processing requirements). Industry/Business Experience Minimum two years in financial services. Education College degree or comparable experience. Skills and Knowledge Always focused on client needs and customer service Detail-oriented and methodical Follows up and follows through Exceptional organizational skills with a proven ability to multi-task and manage multiple projects A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Demonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment A self-starter who is assertive, proactive, independent, flexible, and accommodating Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce and/or Tamarac is a major plus. Requirements/Additional Information The first 90 days will include an extensive, in-person, and hands-on onboarding/training program. After the first 90 days and with your manager's approval, the Candidate may be eligible to work from home for a specified number of days per month. Starting annual base salary range: $60,000-$80,000, with the opportunity to earn an additional discretionary annual bonus of up to 10% of earnings. Firm Profile Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental and Vision Insurance Offered Health Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions GREEN Units (equity ownership in the firm after two years) Paid Time Off + Volunteer PTO Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Free financial planning and investment advice Annual professional development stipend for continuing education, courses, conference attendance, etc. Cellphone reimbursements Matching Gifts Program Stand-up desks, dual computer monitors, monthly social events, and volunteer hours Paid parking in our adjoining garage
    $60k-80k yearly 7d ago
  • NIL/NFL Athlete Client Liaison

    Northwestern Mutual Virginia 4.5company rating

    Remote Client Service Specialist Job

    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.
    $65k-91k yearly est. 2d ago
  • Client Services Specialist

    Fairfax Cryobank

    Client Service Specialist Job In 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 9d ago
  • IT Client Support Specialist

    United States Postal Service 4.0company rating

    Remote Client Service Specialist Job

    The United States Postal Service has the following challenging employment opportunity for a highly motivated and innovative individual. The IT Client Support Specialist position is available in Norman, OK. The successful candidate must demonstrate through a combination of education, training, and experience the following requirements. Location US POSTAL SERVICE Information Technology Norman, OK 75075 Position Information TITLE: IT Client Support Specialist GRADE: EAS-21 FLSA DESIGNATION: Non-Exempt OCCUPATION CODE: NON-SCHEDULED DAYS: Saturday/Sunday HOURS: 08:00 A.M. to 05:00 P.M. PL: N/A SALARY RANGE: 94,940.00 - 100,795.00 USD Annually FINANCE NUMBER: BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current postal pay policies. We offer excellent benefits including health and life insurance, retirement plan, savings/investment plan with employer contribution, flexible spending, flextime scheduling of core work hours, annual and sick leave. Background Check The Inspection Service criminal background check is conducted using United States information resources only (e.g., FBI fingerprint check, state and county checks). A criminal background check involves a 5-year inquiry for any location where the individual has resided, worked or gone to school within the United States or its territories. As a result of this limitation, the criminal background checks of individuals who have not resided in the United States or its territories for the preceding 5-years may not be considered complete. The Inspection Service may be able to process inquiries for U.S. Citizens only, but only if their time spent out of the country was spent as: a trailing spouse or dependent of someone working for the U.S. government (military or civilian), a missionary, a student attending school in a foreign country, a Peace Corps participant, or as an employee of a U.S.-based employer/company. If the Inspection Service is unable to perform a complete background check because of residency outside the United States, such individuals will be ineligible for Postal employment. Functional Purpose Provides desk-side support for a large-scale user base, including deployment, installation, troubleshooting, and repair of computer hardware, software, printers and telecommunication devices including teleconferencing systems, IP telephony systems and systems for remote work support. Identifies hardware and software issues and applies the appropriate resolutions. Ensures the continuous and efficient operation of computer and telecommunications systems. DUTIES AND RESPONSIBILITIES 1. Facilitates the installation, maintenance, and security of large-scale computer and telecommunications installations. Coordinates with business units to identify and provide end users with appropriate computer and technology deliverables (e.g., hardware, software, equipment). 2. Provides IT support to business units and end users (e.g., on-site users, remote users) for escalated requests. Troubleshoots and identifies IT related issues with hardware and software inventory to prioritize necessary fixes to end users? issues in a timely manner. 3. Utilizes computer and telecommunication assets to document hardware and software inventory usage. Reports on productivity. 4. Manages inventory of computer and technology devices; coordinates IT deployments within an assigned office to ensure standardization of configurations. Facilitates hardware and software updates to end users including imaging and deployment activities to support and maintain inventory management. 5. Provides technical guidance and timely follow-up to users of desktop and laptop computers, desk and mobile phones, tablets, multifunction printers, software, and telecommunication systems. 6. Responds to trouble tickets and requests in a timely manner. Documents all issue resolutions through trouble ticket tracking system. Escalates complex issues to management and keeps management informed of resolution history. 7. Researches emerging industry best practices and trends to identify the latest information technologies that are introduced into the marketplace. SUPERVISION Manager unit to which assigned. The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements: Requirements Ability to communicate orally and in writing at a level sufficient to provide technical information to non-technical people and to maintain contact with vendors and centralized support groups. Knowledge of basic security principles (anti-virus/anti- spam/firewall/patching/network access). Ability to research evolving industry standards in hardware, software, equipment, and telecommunications systems. Ability to use information systems to manage trouble tickets, requests, and control inventory. Ability to configure hardware and software to maintain standard system designs. Ability to troubleshoot and provide technical support for computer, telephone systems and mobile devices and related peripheral equipment. Knowledge of desktop and laptop computers, tablet and Smart Phone technologies, and related peripheral equipment. Ability to use office product suites including cloud applications (i.e., Word, Excel, PowerPoint, Outlook, Teams, etc.). **Desirable Skillsets*** 1. Experience with providing technical support in advanced hotel/university type technology (i.e.: projectors, audio/visual systems, smartboards). 2. Advanced network knowledge sufficient to manage and maintain multiple campus-wide networks, including wired and wireless connectivity. **This position requires an NACI clearance. This process can take up to 6 weeks from the date the offer letter is returned** Reimbursement of relocation expenses will not be considered. Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free. Applicants must also be a U.S. citizen or have permanent resident alien status. IMPORTANT INFORMATION: Applications must be submitted by 11:59 p.m., Central Time, of the posting's closing date. Applicants claiming veterans' preference must attach a copy of member copy 4 (only) of Certificate of Release or Discharge from Active Duty (DD Form 214) or other proof of eligibility if claiming 10-point veterans' preference. The United States Postal Service (USPS) is an equal opportunity employer. The USPS provides reasonable accommodation for any part of the application, interview, and/or selection process, please make your request to the examiner, selecting official or local manager of Human Resources. This request can also be made by someone on your behalf. Explain the nature of your limitations and the accommodation needed. The decision on granting reasonable accommodation will be on a case-by-case basis. SPECIAL NOTE: Current career Postal Service employees are ineligible to apply to this posting.
    $30k-40k yearly est. 4d ago
  • Client Service Specialist

    Pence Financial Group

    Client Service Specialist Job In 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. 7d ago
  • Client Service Associate

    Commonwealth Retirement Advisors

    Client Service Specialist Job In Richmond, VA

    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.
    $65k yearly 5d ago
  • Customer Service Representative

    Dunhill Professional Search & Government Solutions

    Remote Client Service Specialist Job

    Fully Telework **US Citizenship Required** We are looking for a seasoned Customer Service Representative to join our team working in a fully remote capacity. This position is supporting the Department of Labor and offers a variety of 4 day, 10 hour shifts. It is a great opportunity for someone who wants to utilize their skills in the comfort of their own home Job Description: As a CSR, you will have the opportunity to utilize your customer service skills and experience, as well as critical thinking skills, to support American consumers who have labor-related questions, such as questions about paychecks, how to contact a specific department or Government agency, and safety concerns in the workplace. During the handling of these inquiries, you will use a cloud-based telephony system and a Customer Relationship Management (CRM) tool for research and informational purposes. A successful candidate will be able to work independently as well as part of a larger team which supports one another throughout the day. Job qualifications: A minimum of two years call center customer service experience High School diploma or General Educational Development (GED) certificate Oral and written communication skills sufficient to facilitate clear and accurate information exchanges with customers Ability to control the pace, flow of the inquiry, and manage call time effectively Ability to handle inquiries and requests in a courteous and professional manner, including calls received in crises, and/or from abusive callers Ability to listen to, empathize with customers, and acknowledge their concerns Ability to follow protocol and to apply sensitivity and discretion in handling confidential information Ability to gather and document information to determine a customer's needs, apply problem solving skills, and resolve the inquiry/request effectively Computer and keyboarding skills sufficient to record information from the inquirer in an accurate and efficient manner Ability to use the web to search and retrieve information Ability to respond to inquiries from the hearing, speech, and visually impaired, as well as other physically impaired callers using appropriate equipment Ability to take direction within a team setting and complete team-related work promptly Equivalent to a low-risk public trust background investigation Other job specifics: Proficient in the use of MS Office including Word, Excel, PowerPoint, and Outlook Able to work in a fast-paced environment
    $26k-34k yearly est. 5d ago
  • Client Service Associate

    Cary Street Partners 3.6company rating

    Client Service Specialist Job In Fredericksburg, VA

    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..
    $39k-58k yearly est. 4d ago
  • Emergency Services Specialist - Level 1

    Chemtrec

    Client Service Specialist Job In Fairfax, VA

    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.
    $33k-60k yearly est. 4d ago
  • Customer Care Specialist - State Implementation

    Talent Software Services 3.6company rating

    Client Service Specialist Job In Reston, VA

    Are you an experienced Customer Care Specialist - State Implementation with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Customer Care Specialist - State Implementation to work at their company in Reston, VA(Remote). Position Summary: The need is to handle overflow case management supporting the implementation of the SAT and PSAT assessment program. These roles will support their hands-on work, remotely, in a call center scenario. The selected candidates will handle phones and respond to emails. In support of the "boots on the ground” work the State Implementation Support Specialists are doing on the SCPM team. You will be responsible for supporting questions and issues in relation to the implementation of state's SAT and PSAT assessment program. You will be an escalation point of contact for the state department of education, district test coordinators, and school test coordinators as they implement the assessment for their federal accountability test in spring 2025. school in the state. This will include managing escalations in a timely manner and within the specified guidelines and policies of various internal departments. You will be most successful in this role if you are a problem-solver, fast-learning specialist who is willing to go above and beyond to support customers and find resolutions to issues. Primary Responsibilities/Accountabilities: Provide Exceptional Customer Service (75%) Be an expert in company policy and processes that impact customers and the operational procedures necessary to resolve customer inquiries. Serve as business contact between the customer service operations group and all of the internal departments and external vendors to address and resolve processing exceptions and/or escalated customer service cases. Establish a strong relationship with each of the client's departments listed above and external vendors, specifically the various customer service outsourced partners. Communicate effectively, verbally and in written format case status, as well as complex Program policies to consumers, to include students, parents, High School Guidance Counselors and College/University Admissions Personnel. Work within aggressive timelines and with extremely sensitive student cases. Handle high volume caseloads while ensuring that cases are researched and closed within established timelines. Learn multiple customer service and operational system applications required to manage escalated customer service cases. Take a hands-on approach to lead resolution and root cause analysis of assigned customer service escalated cases. Conduct manual processes to implement exceptions workarounds. When necessary, provide manual support for data entry and exceptions. Provide support of other work across Operations Division as needed to support shared goals. Complete Special Projects and Continuous improvement (25%) Provide operational readouts and status on customer inquiries and trends within client's and/or externally with customers Assist with customer outreach for special projects Provide input to the voice of the customer initiative helping to drive continuous improvement and improved customer experience Perform other related duties and projects as assigned Identify and communicate process improvements and quality checkpoints, as well as multiple Program policies driving customer complaints/concerns Qualifications: 3-5 years of customer service experience managing customer escalations in a high-volume customer service operation (required) 3-5 years of related work experience in K-12 educational technology, training, assessment industry, and/or K-12 school/state/central office experience (preferred) The ability to act in a highly collaborative way with the ability to influence others and build strong relationships across internal and external stakeholders. Excellent written and verbal communication skills, including the ability to communicate complex and sensitive issues. Effective planning, prioritization, and problem-solving skills. Computer literacy, including Microsoft Office applications The ability to manage relationships with peers as well as multiple levels of management Ability to use quantitative and qualitative data to identify trends to inform continuous improvements to enhance the customer experience The ability to be flexible and quickly adapt to new methods, situations, and requirements The ability to travel 4-6 times a year to our offices and/or vendors. A college degree (preferred) 5+-year, customer service professional with strong communication skills and service-solution oriented mindset; someone that is great at analyzing scenarios and problem solving with attention to detail. Candidates must have experience as tier 2 support handling customer inquiries (will be cases from teachers, parents, students); they will be utilizing client systems (most like salesforce CRM). Most ideal if the person has education experience...double great with assessment administration. So, high-level customer support w/problem solving, research, communication skills preferably in the education space and most ideal if assessment, too.
    $25k-32k yearly est. 5d ago
  • Customer Service Representative

    Homeservices Insurance

    Client Service Specialist Job In Fredericksburg, VA

    HomeServices Insurance an affiliate of HomeServices of America/ Berkshire Hathaway Companies is hiring for a experienced & licensed Property and Casualty Customer Service Representative! This position is located in Fredericksburg, VA. We are looking for insurance driven individuals who want to thrive in growing environments and establish rapport! The position is full time 40 hours a week, hybrid mode (2 days in office, 3 days work from home). This position provides day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. 2. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. 3. Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. 4. Perform any additional responsibilities as requested or assigned. Performance Expectations Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management. Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism. Establish and maintain positive and productive work relationships with all staff, customers, and business partners. Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development. Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities. Qualifications Education: High School Diploma or equivalent work experience and knowledge. Experience: Two years successful servicing experience with independent agency (or equivalent). Knowledge and Skills: Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes. Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance. Excellent analytical, problem-solving, and decision-making skills. Excellent oral, written, and interpersonal communication skills. Proven automation, time management, and organizational skills. Familiarity with risk assessment and risk management techniques. Other (licenses, certifications, schedule flexibility/OT, travel, etc.): Property and Casualty License Wage: $23.50-28.70 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan/discretionary bonus, based on financial results. Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP) Effective January 1, 2025, minimum and maximum annual salary or hourly range of compensation (or fixed pay rate if applicable) for a job opportunity, based on the employer's good faith estimate at the time of posting the job advertisement General description of all benefits and other compensation to be offered to a hired applicant, including but not limited to health and retirement benefits Equal Opportunity Employer If you are interested in this opportunity, please apply here or send your confidential resume to ************************** - TA Specialist/ Human Resources at HomeServices of America - Shared Success Center.
    $23.5-28.7 hourly 7d ago
  • Oil Sales and Service Representative

    Heritage-Crystal Clean, LLC 4.5company rating

    Client Service Specialist Job In Montvale, VA

    Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity! Purpose: The Oil Sales and Service Rep (OSSR) will be responsible for providing sales and services of approved waste streams at HCC customer locations. The position frequently uses hoses to load/offload Oil Tanker Trucks from a variety of containers. Specific Duties: Responsible for engaging in and promoting safe work behaviors in a manner that is consistent with all HCC safety guidelines Responsible for customer service and new business development in a certain geographic area as assigned by the Company Aligns work orders to minimize mileage and travel time Inspects vehicle and equipment for safe operation Delivers service to customers by pumping approved waste streams from customer containers into truck Pursues additional services with existing accounts Assesses potential customer needs, presents HCC products and services to customers, and develops new customers Develop sales leads for Data-Marketing Complete all required paperwork accurately and neatly Maintains compliance with all applicable Department of Transportation (DOT) requirements Achieve sales quotas for total revenue and new customer development Adhere to all corporate policies and standards including but not limited to environmental, health, & safety (EHS), human resources, facility, equipment, operations and maintenance. Performs a variety of administrative tasks as required and directed, encompassing responsibilities such as document management, maintaining office cleanliness, data entry, and other reasonable duties as assigned. Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, the following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies and Specific Skills Strong communication skills and attention to detail Ability to interact with customers, sales branch employees, and other corporate departments Ability to operate equipment such as electronic mobile devices, computers, hoses, all truck equipment, etc. Work Experience: Route sales experience preferred Education, Certificates, Licenses, or Designations: High School diploma or equivalent required Must have or be qualified to obtain and maintain a Class B Commercial Driver's License (CDL) and Med Card with Airbrake and Tanker Endorsement Motor vehicle record (MVR) that meets or exceeds HCC's published standards including, but not limited to the following. Seat belt and cell phone violations Excessive speeding DUI, suspension and/or multiple vehicle collisions Personal Protective Equipment*: Ability to wear personal protective equipment, which may include a respirator, steel toe boots, gloves, uniform, safety glasses, reflective vest, and hard hats Physical Requirements*: Frequent lifting of hoses weighing up to 40lbs Frequent climbing of ladders to access approved waste streams Occasionally pulling/dragging of hoses weighing up to 40lbs each All applicants must pass the pre-employment physical including drug & alcohol screening. Work Environment: While performing essential duties of this position an individual regularly works in a variety of environments, and is required to see, talk, hear, reach, stand, walk, drive frequently, and comfortably use electronic devices and other office equipment. Essential duties require bending, squatting, climbing, lifting and twisting frequently. Noise level in the workplace can vary based upon the work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
    $27k-44k yearly est. 60d+ ago
  • Call Center Specialist

    Marathon TS

    Client Service Specialist Job In Alexandria, VA

    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").
    $25k-36k yearly est. 2d ago
  • Customer Service Representative

    Insight Global

    Client Service Specialist Job In Norfolk, VA

    The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Work with internal departments to meet customer's needs Data entry in various platforms Participate in ongoing client status calls and implementation calls to review, understand and provide guidance on payroll set up and identify and resolve potential issues Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work
    $25k-33k yearly est. 4d ago
  • Policy Specialist [Job ID: 81333]

    Logixtech Solutions LLC

    Client Service Specialist Job In Arlington, VA

    MUST HAVE Active TS Clearance with or ability to obtain SCI Job Summary: Policy Developer to our team to support an exciting DoD mission. Job Description & Requirements: Duties include policy drafting, authoring, analyses, proof-reading, and composition of relevant DoD Special Access Program (SAP) technical information. Crafts and edits policy and technical documentation with appropriate DoD terminology. Conforms technical information into clear, readable documents to be used by technical and non-technical personnel. Leads the development of documents and reports to include updating graphical presentations to improve the quality and enhance the usability of documents.
    $45k-89k yearly est. 4d ago
  • iMIS Specialist

    American Academy of Otolaryngology 3.9company rating

    Client Service Specialist Job In Alexandria, VA

    Reporting Structure: The iMIS Specialist reports to the Senior Director, Information Technology This entry-level position offers an opportunity to gain hands-on experience with iMIS, our association management system. The role will work with all business units to provide iMIS support, deliver new functionality, and training. Qualifications Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field 1-2 years experience working with iMIS and RiSE. Knowledge of ReportWriter and Forms Builder a plus. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with HTML, CSS, JQuery or web development a plus. Understanding of data management and reporting best practices. Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills, with the ability to work effectively across teams. Key Responsibilities Serve as a primary iMIS support resource for the Academy, addressing questions and troubleshooting issues as they arise. Work with IT staff to deliver new functionality to users. Specific Duties Help troubleshoot and resolve basic system issues related to iMIS functionality and user experience. Develop queries to support business unit data needs. Assist in onboarding and training new users on iMIS functionality, ensuring they understand how to access and use the system effectively. Assist with data integrity/clean-up initiatives. Create reports and/or dashboards. Assist in implementing and testing iMIS add-ons. Assist with iMIS configuration as needed. May participate on internal teams, either through formal assignment, or on an ad hoc basis. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally, either orally or in writing.
    $40k-74k yearly est. 9d ago

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