Customer Support Specialist
Columbus, OH
We are looking for a Customer Service Representative to join a local, growing Industrial Supply team! We need an enthusiastic individual who can assist with addressing clients needs. This role will balance entering orders, investigating and resolving customer issues, answering phones, coordinating service programs, and collaborating cross-departmentally with Purchasing, Warehouse and Sales to ensure we deliver the best customer service in the market.
Job Duties and Responsibilities
Order entry - originating from customer calls, emails, web inquiries and sales reps.
Assist with credit & rebills, RMA's, product exchanges, etc.
Ensure all customer issues are handled quickly, and that the customers are happy after the issue is resolved.
Coordinate w/the warehouse and purchasing on urgent deliveries and inventory discrepancies as needed.
Ability to talk to customers on the phone, remain calm, and provide an amazing customer experience.
Abilities Required
Ability to remain calm during high stress situations and interactions
Strong technical aptitude
Excellent project management skills
Understanding of inventory allocation and concepts
Curious with an inherent ability to problem solve
Comfortable in a fast-paced environment
Previous purchasing or distribution experience a plus, but not required
Hours and Compensation
Working hours will be Monday - Friday, 8am - 5:30pm.
Starting pay will be between $25 - $27 per hour, depending on experience.
Customer Service Representative
Columbus, OH
Call Center Representative
Contract: 6-12 months (with potential extension)
Pay: $19.16/hour
About the Opportunity:
Start your career with an exciting role in client support! Begin with remote training for 4-5 weeks to get up to speed from the comfort of your home. Once training is complete, transition to full-time in-office work, gaining hands-on experience and building strong connections with your team. After six months, enjoy a hybrid schedule with 3 in-office days and 2 remote days, giving you flexibility and balance.
What You'll Do:
Provide top-notch support to clients via incoming calls, resolving inquiries quickly and accurately.
Assist clients with Cash Management solutions, online account access, mobile app guidance, and general financial questions.
Deliver exceptional service while meeting key performance goals in a fast-paced, collaborative environment.
Adapt to changes, manage multiple priorities, and thrive as part of a high-performing team.
Why Join Us:
Gain hands-on experience in financial services and client support.
Collaborate with a supportive, team-oriented environment.
Enjoy a flexible schedule after your initial training period.
Ready to Start?
Take the next step in your career-apply today and become a valued member of our team!
Customer Service Specialist
Columbus, OH
Job Title: Customer Service Specialist As a Customer Service Specialist, you will be the first friendly person that greets clients and assists them with their banking needs. This role offers a great insight into the world of banking, insurance, and wealth management to build a foundation for a career in financial services.
What You'll Do:
* Day in the Life - Every day you will work face-to-face with clients in the branch location, manage a cash drawer, assist clients and team members, uncover needs, and educate clients on German American products and services. You will help clients by verifying account information and performing loan and deposit transactions, as well as guide them when they are not sure where to go next by engaging in friendly, meaningful conversations.
* What it Takes - To thrive in this role you must maintain confidentiality, listen closely to understand, and identify opportunities to better serve the customer, which will both build and strengthen long-lasting relationships. We will teach you everything else.
Bonus Points:
* Bilingual/Multilingual
* Customer Service experience
* Cash-handling experience
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Education assistance program
* Paid parental bonding leave
* Wellness benefits
* Life event coverage
* Service awards
* Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
* National and local discounts on everything from computers and vacations to phones and retail shopping
* Free checking account, checks and discounted bank services
This position will be located at:
4476 North High Street
Columbus, Ohio, 43214
United States
About Us:
Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Associate Client Advocate - Midwest Region
Columbus, OH
** WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at **wtwco.com** .
**Description**
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD).
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.
As an ACA you are expected to have:
+ Basic negotiation skills and demonstrated experience
+ Basic account management skills and demonstrated experience
+ Basic project management skills and demonstrated experience
+ Strong presentation skills
+ Ability to adapt to change
+ Solid organization skills
+ Ability to mentor a Client Specialist colleague
As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Retains existing book of business, develops, and strengthens client relationships
+ Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
+ Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
+ Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
+ Maximizes the profitability of the client account & drives retention of that business
+ In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
+ Collaborates with client teams during Internal and External Strategy Meetings
+ Engages with sales and broking to understand marketplace changes
+ Supports the fee/compensation agreement and overall client invoicing processes
+ Supports defensive RFP responses
+ Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules
+ Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
+ Ensures all policy requirements (legal, regulatory & compliance) are met
+ Client-level coordination & management of all service delivery (GSD)
+ Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
+ Gather and receive all client information working in collaboration with the Client Specialist
+ Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards
**Qualifications**
**The Requirements**
+ Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
+ Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
+ Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models
+ Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
+ Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships.
+ Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
+ Knowledge of commercial insurance renewal end-to-end process, steps and owners
+ Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
+ Daily management of work assignments, mentoring, and collaboration with a Client Specialist
+ Receptive to feedback; critical thinking and problem-solving skills, high adaptability
+ Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively
+ Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
+ Proficient Microsoft Office skills and familiarity with other relevant online tools
+ Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed
+ Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $90,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Associate Client Advocate - Midwest Region
Columbus, OH
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.
Description
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD).
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.
As an ACA you are expected to have:
* Basic negotiation skills and demonstrated experience
* Basic account management skills and demonstrated experience
* Basic project management skills and demonstrated experience
* Strong presentation skills
* Ability to adapt to change
* Solid organization skills
* Ability to mentor a Client Specialist colleague
As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
* Retains existing book of business, develops, and strengthens client relationships
* Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
* Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
* Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
* Maximizes the profitability of the client account & drives retention of that business
* In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
* Collaborates with client teams during Internal and External Strategy Meetings
* Engages with sales and broking to understand marketplace changes
* Supports the fee/compensation agreement and overall client invoicing processes
* Supports defensive RFP responses
* Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules
* Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
* Ensures all policy requirements (legal, regulatory & compliance) are met
* Client-level coordination & management of all service delivery (GSD)
* Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
* Gather and receive all client information working in collaboration with the Client Specialist
* Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards
Qualifications
The Requirements
* Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
* Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
* Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models
* Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
* Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships.
* Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
* Knowledge of commercial insurance renewal end-to-end process, steps and owners
* Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
* Daily management of work assignments, mentoring, and collaboration with a Client Specialist
* Receptive to feedback; critical thinking and problem-solving skills, high adaptability
* Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively
* Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
* Proficient Microsoft Office skills and familiarity with other relevant online tools
* Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed
* Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $90,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Customer Experience Specialist I
Columbus, OH
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Customer Experience Specialist I for one of its mortgage clients to operate in a call center environment supporting consumer direct lending. You will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Operate in a call center environment as a customer success advocate.
- Answer high-volume, inbound calls or texts from current customers promptly.
- Perform routine data entry and validation tasks.
- Handle routine calls, emails, and/or chat responses with internal employees, consumers, and/or authorized 3rd parties.
- Interact with multiple departments to expedite processing and/or issue resolution.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Mortgage and/or financial services call center experience is a plus.
- Bilingual Spanish is a plus.
- General understanding of applicable Federal, State, and Local Mortgage Regulations a plus.
Skills and Job-Specific Competencies:
- Capable communicator (written and oral).
- Strong negotiation skills with the ability to effectively resolve problems.
- Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.).
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141855
### Place of Work
On-site
### Requisition ID
141855
### Application Email
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Easy ApplyCustomer Service Professional - Start a new career today
Columbus, OH
Spectrum
Job DescriptionAt A Glance
Full-time entry-level to mid-level customer service role troubleshooting and resolving customer technical cable and video service issues, including repair, billing, and accounts.
Profile: A tech-savvy problem solver who can multitask to repair a variety of services and equipment. Internet/Voice Repair Representatives use patience and effective communication skills to uncover customer needs, answer questions, and leave a positive impression on customer interactions.
Benefits include fully paid training and time off, comprehensive health packages, retirement savings, free Spectrum services where available, and more.
Are you ready for something new?
No matter your background, our training program can put you ahead of the curve on all the latest internet and phone technology. We'll help you develop the skills to be comfortable, positive, and adaptable while troubleshooting all kinds of technical issues. Your dedication and resourcefulness, paired with the strength of our products and services, keep services flowing and customers satisfied. Your attention to detail will be essential as you note actions taken and record customer service histories in full. All of this helps to create and maintain positive customer experiences. If you're ready to grow your skills, this is a role with a lot of potential.
What is the Internet/Voice Repair Representative role?
It's about building relationships and turning the knowledge you gain in training into customer service wins. Internet/Voice Representatives make a real difference to customers and the company, providing over-the-phone internet and phone support and repair services to keep people connected. You will have advanced diagnostic tools to help you address technical inquiries and get services running smoothly, talking customers through fixes you can make together. If an issue calls for extra attention, bring in additional internal support and field technicians to get things back on track. Understanding the products and your customers' sense of urgency will help you create a satisfying customer experience.
Client Service Administrator
Columbus, OH
This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum and is employed by Jonathan Groleau.
This position will be an in-office position working Monday through Friday with two week day evening shifts required (No Friday nights) with advanced notice. Compensation is between $40,000 to $55,000 annually. Benefits include: all market holidays off, 10 days PTO, 3 sick days, and a Simple IRA with a 3% match (IRA available as of January 1).
Job Description
Position Roles/Responsibilities/Accountabilities
Client Support & Data Gathering
Collect and organize client financial data (income, expenses, assets, liabilities, insurance, estate documents).
Input and maintain client information in planning software (Money Guide Pro, What if Tax, Morningstar and other Thrivent tools) as required by the team.
Answering phones to assist clients with their needs.
Financial Analysis & Plan Preparation
Assist in developing financial plans under the advisor's guidance.
Create illustrations and reports to support advisor recommendations.
Assist clients with payment plans for their financial plan and send invoices as applicable.
Administrative & Compliance Support
Document client interactions and maintain digital files in an organized way.
Attend client meetings and taking notes for the advisor. Draft follow-up emails and recommendations after client meetings along with closing meetings in a timely manner based upon advisor guidance.
Ensure financial plans comply with regulatory and firm requirements.
Operational Assistance
Support in account openings, transfers, and investment transactions.
Coordinate with custodians, attorneys, or CPAs as needed and assist with scheduling with multiple individuals.
Monitor implementation and follow-up on outstanding client tasks.
Complete tasks to keep clients accounts up to date. (I.e. beneficiary updates, subaccount changes, standing instructions, etc)
Position Qualifications
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Money Guide Pro, What If Tax, Morningstar, and Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding our products and services, and Thrivent Financial
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the Cornerstone Financial Advisors' team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Cornerstone Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Auto-ApplyClient Service Associate
Columbus, OH
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication skills Diligent follow up skills
Proficient with Microsoft Office
Professional and exemplifies all brand attributes of Gryphon Financial Partners
Job Accountabilities:
Onboarding New Clients
Client Service and Maintenance
Client Relationship Building
Investment Document Execution
Family Office Services Assistance
CAT III Linguist Services Specialist (English-Ukrainian)
Columbus, OH
Hi there!
Are you ready to take on a mission-critical role where your language skills and adaptability will make a real impact? We're seeking CAT III English-Ukrainian Linguist Services Specialists to support the Canadian Armed Forces (CAF) on Operation UNIFIER. If you're fluent in English and Ukrainian, thrive in high-pressure environments, and are prepared to work in dynamic and sometimes hazardous locations, this is the opportunity for you.
You're a language bridge in action-packed environments. Fluent in both English and Ukrainian, you bring clarity to complex conversations, whether in the field or during formal engagements.
You thrive in high-stakes, unpredictable settings. The thought of supporting military operations in conflict or near-conflict zones excites you. You understand that your work directly supports critical missions, even in adverse and challenging conditions.
You're ready to travel and adapt on the fly. You are prepared to move as required, with little notice, and fully equipped to operate effectively in new environments.
What You'll Do
As a Linguist Services Specialist, your work will directly support CAF operations, involving:
On-the-ground interpretation in conflict environments: Facilitate real-time communication between CAF personnel and their Ukrainian counterparts during field training, operational briefings, and mission-critical activities. You'll often be outdoors, exposed to the elements, and in environments where safety protocols are paramount.
Document translation: Translate critical materials, such as military orders, training manuals, and sensitive legal or medical documents, ensuring accuracy under tight deadlines.
Travel extensively: You'll be expected to move between CAF tasking areas in Ukraine and Poland. Be ready for rapid deployments, often with short notice, as operational needs evolve.
Cultural liaison: Serve as a bridge for cultural understanding, helping CAF members navigate the complexities of working with local communities and military partners.
Adapt to conflict areas and field conditions: This role may place you in active or near areas of conflict. You'll need to be comfortable working alongside armed forces, potentially in austere or high-risk locations.
Key Requirements
Fluency in English and Ukrainian (spoken and written).
Resilience in high-stress environments: Willingness to work in active field settings, including conflict areas and firing ranges.
Ability to travel extensively within mission areas: Must be prepared for frequent deployments and flexible travel schedules.
Technical skills: Proficient in Microsoft Word, PowerPoint, and Excel for written translations and document preparation.
Military or government experience: Previous experience in linguistics for military operations is highly desirable.
Active Secret Clearance
Preferred Qualifications
Formal language certifications or degrees in linguistics or language studies.
Familiarity with military protocols and terminology.
Experience working in or near conflict areas or with military units in high-stress environments.
Active Top Secret Clearance
BenefitsCompensation and Benefits
Competitive compensation
Matching 401k
Premium healthcare, life insurance
Training and professional development
DBA coverage and more
Generous leave and paid vacation
Part-Time Customer Experience Specialist (Leasing/Customer Service)
Columbus, OH
Do you love helping people feel at home? As a Customer Experience Specialist, you will help residents feel at home in our community and assist prospective residents in finding their perfect apartment home! Your upbeat attitude, ability to clearly communicate, and desire to solve problems will be crucial to everyone feeling #HomeAtLast at Alkire Glen Apartments in Columbus, OH. Apply today!
In this role, you will work part-time. A flexible schedule is required and includes weekends and evening hours.
Saturday and Sunday shifts required, with potential weeknight shifts required as well. Offering up to 25 hours per week.
As a Customer Experience Specialist you:
Put your upbeat attitude, communication skills, and creativity into action.
Stand and smile when greeting all customers including prospects, residents, and vendors when they enter the office.
Provide courteous and prompt responses to all resident and prospect inquiries via phone, email, and text.
Answer all phone calls to the property and take detailed notes and information.
Ensure apartments are ready to show daily and for upcoming move-ins.
Walk buildings, amenities, and vacant apartment homes to ensure quality is up to Cottonwood Standards, including the tour path for prospects and the welcome home experience for all residents.
Understand pricing and information about all available apartment homes, and be able to answer questions from any prospective renters.
Assist in planning community events and social media marketing.
Organize package room daily as packages are delivered.
Maintain community-related communications and vendor relationships.
Begin to kick start your career with room to grow into future management positions.
Cottonwood Residential has changed the industry by being one of the first apartment management companies to offer Self-Guided Tours which has redefined the customer experience. We will lean on your innovation, desire to learn, and ability to work hard to continue to improve the customer experience at our communities. Get excited to create an unforgettable experience for those who enter our doors because we can't wait to see you welcome customers to their Home at Last!
Auto-ApplyAsset Management - Client Service Contract Team - Contract Specialist - Associate
Columbus, OH
Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.
As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses).
Job responsibilities
Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners
Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments
Required qualifications, capabilities, and skills
Bachelor's degree required
Experience in asset management, compliance, or legal
Strong time, project management, and organizational skills in deadline-driven environments
Motivated self-starter focused on client service, able to work independently and as part of a team
Mindset for continuous process improvement, influencing change and collaboration across the organization
Solution-oriented, leading initiatives to enhance processes and drive results.
Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting
Preferred qualifications, capabilities, and skills
FINRA Series 6 or 7 strongly preferred
Auto-ApplyEmployee Engagement Specialist
Dublin, OH
Employee Engagement Coordinator A Great Opportunity / Full Time Through a wide range of innovative services referred to as ViaQuest's Circle of Care, our skilled, dedicated employees ensure that the people we serve are active participants in their own care. ViaQuest offers quality, highly-personalized, specialized and cost-effective care, solutions and services through our Psychiatric & Behavioral Solutions, Day & Employment Services, and Residential Services.
Responsibilities may include:
Create and lead initiatives that connect, engage and inspire employees across the company
Drive programs that direct impact employee retention and increase employee satisfaction and commitment
Oversee and manage employee recognition programs that celebrate and recognize employee contributions
Work closely with company leadership to ensure the company mission, vision and values are modeled throughout the organization
Lead our employee engagement survey process, including analyzing employee feedback to identify areas for improvement and to develop strategic initiatives
Create employee focus groups and town hall style sessions to gather and act on employee feedback to improve company culture, employee engagement, and positively impact employee retention and business outcomes
Lead and participate in committees that are meant to enhance employee engagement, company culture and communication
Collaborate with leadership to enhance culture companywide
Manage relationship with vendor(s) to support and drive employee engagement and communication
Requirements for this position include:
Degree in Human Resources, Business or related field preferred.
Experience in managing employee engagement initiatives preferred.
Excellent decision-making, time management, and communication skills.
What ViaQuest can offer you:
Paid training.
Benefit package for full-time employees (including medical, vision, dental, disability and life insurance and a 401k).
Employee discount program.
Earn up to 13 days of paid-time off within your first year of employment.
Employee referral bonus program.
About ViaQuest
To learn more about ViaQuest visit: **********************
From Our Employees To You
**********************************************************
Would you like to refer someone else to this job and earn a bonus?
Participate in our referral program!
**************************************************************
Do you have questions? Contact us at:
***********************
Easy ApplyAsset Management - Client Service Contract Team - Contract Specialist - Associate
Columbus, OH
Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.
As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) .
**Job responsibilities**
+ Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
+ Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
+ Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
+ Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
+ Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners
+ Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
+ Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments
**Required qualifications, capabilities, and skills**
+ Bachelor's degree required
+ Experience in asset management, compliance, or legal
+ Strong time, project management, and organizational skills in deadline-driven environments
+ Motivated self-starter focused on client service, able to work independently and as part of a team
+ Mindset for continuous process improvement, influencing change and collaboration across the organization
+ Solution-oriented, leading initiatives to enhance processes and drive results.
+ Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting
**Preferred qualifications, capabilities, and skills**
+ FINRA Series 6 or 7 strongly preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Retention Specialist
Columbus, OH
Retention Specialist - Outbound Phone Sales
A fast-growing B2C healthcare services company is seeking a competitive Retention Specialist who enjoys high-volume outbound calling, building rapport with existing customers, and driving subscription renewals. In this role, you will speak directly with current and former customers, reinforce the value of their health program, overcome objections, and secure renewals. Experience supporting or retaining customers in a healthcare environment is strongly preferred.
If you thrive on phone-based relationship building, work well with targets, and enjoy helping customers stay committed to their care, this is a strong next step in your career.
Apply now to join a team where your impact directly strengthens customer outcomes and long-term engagement.
407CSS - Customer Service Specialist
Columbus, OH
Our Company's Story:
Founded in St. Petersburg, Florida in 1978, we are celebrating 45 years of leadership and innovation in the sheet metal and aluminum rainware manufacturing and contractor direct industry. Spectra Gutter Systems moved to Atlanta in 1992 and transformed our manufacturing and distribution organization from a small regional supplier into what we now enjoy as a dominant market present in the premier manufacturing and distribution of painted gutter rainware products in North America.
Spectra Gutter Systems has over 35 manufacturing and distribution facilities nationwide to service customer needs and raise the profitability of our partners' businesses.
Our Core Values:
Stewardship
Integrity
People-Centric
Innovation
Servantship
Your Seven Pillars for Success:
Safety: Our unwavering mission is to prioritize the safety and well-being of our employees, customers, and the communities we serve. We are committed to fostering a culture of vigilance, continuous improvement, and shared responsibility to safety. Via robust safety practices, education, and innovation, we strive to create environments where everyone can thrive without compromising safety.
Quality Assurance: It is our desire to uphold the highest standards of quality in all aspects of our business. We are committed to providing products/services that exceed expectations, promote continuous improvement, and ensure the satisfaction and trust of our people and customers alike. Through innovation, rigorous testing, and a relentless pursuit of excellence, we aim to be synonymous with unparalleled quality in every fiber of our operations.
Inventory: Our mission is to achieve seamless inventory management that optimizes efficiency and exceeds expectations. We are dedicated to maintaining precise control over stock, employing innovative technologies, and implementing strategic practices to ensure timely delivery, reduce waste, and enhance overall operational excellence. Our commitment is to meet customer demands with accuracy and reliability, positioning us as the leader in effective inventory solutions within our industry.
Customer Service Experience and Customer Business Growth: Our commitment is to build lasting relationships with our customers, by placing them at the heart of everything we do. We are dedicated to creating an unparalleled customer service experience through attentive, personalized, and timely support. Through a culture of empathy, proactive communication, and relentlessness to always improve, we strive to exceed customer expectations with each interaction.
Meeting Location-based Goals: Our success is measured by the fulfillment of our goals and the enduring impact we create in the realms of our vision and mission. Through a combination of dedication, collaboration, adaptability, strategic planning, and a relentless pursuit of excellence, we aim to not only meet but exceed our objectives.
Personnel Management: Our mission is to empower and inspire our teams. We strive to do this by attracting, developing, and retaining top talent through fostering a culture of respect, professional growth, and inclusivity. Via strategic leadership, transparent communication, and ongoing support/development, our goal is to create an environment where every individual can thrive and contribute their best to the success of our collective endeavors.
Financials: Our financial goal is to ensure sustainable growth and prosperity within our organization. This is achieved through sound fiscal management, transparency of reporting, and strategic investments. Through prudent financial planning, risk mitigation, and continuous optimization, we will continue to meet our financial objectives and secure the long-term financial health of the organization.
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Summary:
As a Customer Service Specialist, your main responsibility is to provide excellent customer service and support to customers. You will be the main point of contact, addressing inquiries, resolving concerns, and ensuring overall customer satisfaction. This involves actively listening to customers, understanding their needs, and providing appropriate solutions or assistance in a timely and professional manner. You will also troubleshoot and resolve customer complaints, develop a strong understanding of the company's products or services, and assist with order processing. Additionally, maintaining a positive attitude, accurately documenting customer interactions, and continuously seeking process improvements are important aspects of the role. By delivering exceptional customer service and contributing to customer satisfaction, you play a vital role in building customer relationships and upholding the company's reputation.
Furthermore, you may be responsible for ensuring that our customers are buying the full product mix, identifying and landing new business, and also maintaining current business. By demonstrating exceptional customer service and building rapport with customers, you help ensure their continued business and foster long-term relationships.
Overall, as a Customer Service Specialist, your responsibilities may extend beyond customer support, encompassing up-selling, bringing on new customers, and maintaining current business. By actively seeking opportunities to generate additional sales and focusing on customer retention, you contribute to the company's growth and success.
Account Service Representative
Westerville, OH
Are you looking for an opportunity in an energetic office environment that allows you to utilize your administrative and customer service skills? Ask yourself the following questions to see if the Account Service Representative at R2 Logistics is the right role for you:
Are you an outgoing problem-solver who multitasks effectively and strives for perfection?
Do you thrive in a fast-paced team-oriented setting?
Would you describe yourself as proactive, persuasive, and disciplined?
The Account Service Representative (ASR) plays a vital role in our operation's structure. As a third-party logistics provider (3PL), R2 Logistics provides shipping solutions for manufacturing customers nationwide. ASR's ensure seamless communication from order entry to freight delivery, allowing us to provide the highest level of customer service.
Responsibilities:
Data Entry - Accurately entering customer orders into the transportation management system; accounting for changes in linehaul costs, fuel surcharges, and customer requirements
Tracking Shipments - Communicating via phone and email with contracted carriers to record their locations
Problem Resolution - Proactively investigating issues that arise in transit, assessing their impact on delivery times, and working with team members to provide solutions to ensure on-time delivery
Schedule management - Creating pickup and delivery appointments via phone and email; informing team members of any scheduling conflicts
Book loads - Negotiating rates with partner carriers to cover shipments
Assist with additional responsibilities as needed
Requirements:
A proactive approach to problem-solving
Effective and persuasive communication skills
Ability to provide outstanding customer service when faced with a challenge
Excellent follow-up skills, with a keen eye for details
Ability to multitask and produce results in a time-sensitive setting
Energetic and positive attitude
Benefits:
Medical/Dental/Vision/Life insurance
Paid holidays, vacation, and sick time
401K with company match
Competitive compensation
Full-cycle training (industry & position)
Competitive base salary
Opportunity for internal career advancement
About R2 Logistics:
Founded in 2007, R2 Logistics has thrived through the dedication and tenacity of our employees. We have become an industry leader through providing unparalleled customer service, based on a ‘strive to win' competitive mentality.
As a third-party logistics (3PL) company, we provide our customers access to our network of contracted transportation providers. With no trucks of our own, we contract asset-based transportation companies to provide the equipment needed to move hundreds of daily shipments for our customers.
R2 Logistics is an equal opportunity employer. All qualified applicants will receive consideration regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability, or Vietnam era or other protected veteran.
R2 Logistics participates in E-Verify, and will provide the federal government with your Form I-9 information to confirm US work authorization upon acceptance of a job offer and completion of the Form I-9.
Client Coordinator
Westerville, OH
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success.
:
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success. We are seeking motivated individuals looking to advance their sales careers to join our Client Coordinator program, an entry-level path toward becoming a licensed Senior Mortgage Advisor.
Why Oxford?:
Salaried position along with production-based bonuses
Company provided training toward becoming a licensed Senior Mortgage Advisor
State of the art technology
Multiple career paths, potential for growth
Financial stability- backed by the LWR Family of Corporations
Qualifications:
You're self-motivated, driven by high-performance, and enjoy seeing financial reward for your hard work.
You love sales and have an infinite love for providing second-to-none customer service.
You are interested in finance and are eager to learn about the mortgage industry.
Job Description:
Represent Oxford Home Lending by being the "face" of the company, first point of contact to potential customers.
Generate new and repeat sales by providing product information and outstanding customer service
Actively participate in company-provided trainings regarding products, sales, and marketing as a pathway to become a licensed senior mortgage advisor
Engage with prospective customers via text, email, and phone
Provide support to senior mortgage advisors to supply high quality provided leads
Benefits (starting within 30 days):
Medical/dental/vision
Paid holidays
Paid time off
Paid Parental leave
Life insurance
Short- and long-term disability
401K with company match
Competitive compensation plan
Corporate wellness program
Discount on home mortgage refinances or purchases
Oxford Home Lending provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyClient Service Representative
Westerville, OH
GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams-and unparalleled service for today's pet parents.
As a Client Service Representative (CSR), you are the first and last impression for every client who walks through our doors. You'll set the tone for the entire visit by creating a welcoming and supportive experience for pet owners and their companions. From managing phone calls and appointments to facilitating check-ins and check-outs, you'll ensure every interaction reflects our values of warmth, professionalism, and empathy.
This is more than a front-desk role-it's a critical position that shapes the client experience and supports the success of the hospital as a whole.
Deliver elevated customer service with warmth, empathy, and professionalism
Greet clients and manage the check-in/check-out process with efficiency and care
Answer and triage phone calls using a multi-line system
Schedule appointments, procedures, and follow-ups in coordination with the clinical team
Process payments and ensure accurate invoicing
Monitor the flow of patients and clients throughout the day
Maintain a clean and organized reception and lobby area
Communicate effectively with doctors, technicians, and managers to ensure smooth operations
Assist emotionally stressed clients with compassion and clarity
Support occasional light administrative and cleaning duties as needed
Availability to work evenings and weekends
Previous veterinary or medical front-desk experience (preferred, not required)
Strong communication and interpersonal skills
Comfort working in a fast-paced environment with multiple priorities
Familiarity with Windows-based systems and practice management software (or a willingness to learn)
A positive, team-first attitude and a passion for creating a welcoming environment
Comprehensive Benefits Package: Medical, dental, and vision insurance to keep you and your family well-plus flexible spending options and disability coverage
401(k) with a Company Match: A retirement plan that helps you plan ahead, with matching contributions to support your long-term goals
Generous Paid Time Off: Paid holidays, vacation days, and personal time to help you recharge and maintain a healthy work-life balance
Employee Discounts: Significant savings on veterinary care and products for your own pets at any GoodVets location
A Culture that Values You: Join a team that leads with empathy, prioritizes collaboration, and celebrates each other's wins-big and small
At GoodVets, you're not just a CSR-you're a vital part of redefining the veterinary experience.
Apply today and let's build something exceptional-together.
Compensation Range$16-$20 USD
Auto-ApplyAccount Specialist - Germain Insurance
Columbus, OH
BENEFITS EFFECTIVE ON FIRST DAY OF EMPLOYMENT!!
Germain Automotive Partnership consists of state-of-the-art Sales, Service and Insurance facilities in Ohio, Florida, and Michigan. Germain Automotive Partnership offers a wide range of automotive products and services, including new and used vehicles, vehicle maintenance and repair services, vehicle parts and various insurance policies. Our family of great employees has helped Germain Automotive Partnership grow and expand throughout the years by providing world class customer service repeatedly. Germain Automotive Partnership is privately held and a well-respected dealership group.
Overview of the role:
The Account Specialist will assist the Account Executives by calling on prospective leads to set scheduled appointments. The Appointment Scheduler will work directly with the Sales Consultants, Finance and Insurance managers of the car dealership, to gather information on car buyers. This person will follow up with clients on missed or canceled appointments.
Daily Responsibilities:
Make outbound calls to prospective customers.
Enter quoting information into the database.
Manage leads given to by the Auto Sales team.
Communicate with the Finance and Insurance department.
Identify what market is best for customers.
Solve minor software issues.
Communicate with Sales and Service team.
Qualify leads based upon criteria set by management.
Perform administrative tasks.
This is a full-time position that will pay $20.00 hourly plus monthly bonuses. Commission possible if licensed.
Germain Insurance is proud to offer the following benefits for our employees:
Medical Insurance
Dental Insurance
Vision Insurance
401K
Life Insurance
Short and Long-term Disability Insurance
Monday through Friday work schedule.
Will pay to get your insurance license.
Germain Automotive Partnership is an Equal Opportunity Employer and does not discriminate against applicants or employees for employment on the basis of an individual's actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, actual or perceived gender, genetic information or any other status protected by applicable federal, state, or local law.