Customer Service Representative jobs at Coen Company

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events Closes off accounts by first checking for any pending activity or balances remaining in the account Works directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents Ensures application form is received, and tax documentation is received from the investor Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation Ensures client receives all necessary training or conducts the training him/herself Communicates progress to team and escalate issues or potential project delays Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolution Responsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Guides the client in appropriate platform applications and structure of their program/product offering No direct reports Provides guidance to less experienced colleagues as needed Allocates work to and monitors the work quality of others assigned to the client May have people management responsibilities in some geographies Responsible for standard clients and contributes to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required Advanced/graduate degree preferred 3-5 years of total work experience preferred Experience in securities, financial services or client-facing or project management roles preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/Know Your Client II to join our team. This role is located in Pittsburgh, PA - Hybrid. In this role, you'll make an impact in the following ways: Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new or existing client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database. Communicates with internal stakeholders for information gathering purposes, as needed. No direct reports. Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Loan Enablement Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance. Maintain online tools and reporting platform, including training clients on report production. Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation. Develop research analyses to understand industry trends and suggest improvements to enhance client experience. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in trading or brokerage preferred. Ability to provide guidance to less experienced Client Reporting and Performance staff as needed. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Job title: Customer Support/Account Rep Duration: 6months Pay rate: $18/hr - $19.17/hour Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks. 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. Preference Criteria: We prefer candidates with either a College Degree or Previous Contact Center Experience. Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service. Key Responsibilities: Addressing incoming phone calls with a high degree of accuracy and efficiency. Providing support on cash management products, online services, and general financial inquiries. Contributing to a fast-paced, team-oriented environment. Multi-tasking and adjusting quickly to changes in a busy financial service center. Qualifications: Preference for a College Degree or Previous Contact Center Experience. Highly professional, career-driven, and committed to delivering world-class service. Excellent communication skills and ability to work effectively in a team environment. Strong aptitude for multitasking and adjusting to fast-paced environments. Why Join Us: Opportunity to work with a reputable financial institution. Dynamic and collaborative work environment. Competitive compensation package and opportunities for career advancement. Be part of a team dedicated to delivering excellence in client service.

Job Opportunity: Customer Support Representative Pay Rate: $19.16/hour (W2). Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks. 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: 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.

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!

Job Title: Customer Support Representative Pay Rate: $19/hour Schedule Start remotely with 4-5 weeks of training, then transition to full in-office work for hands-on experience and team collaboration. After 6 months, enjoy a hybrid schedule (3 days in-office, 2 days remote). Responsibilities: Handle a high volume of inbound calls. Assist clients with Cash Management products, online/mobile access, and general inquiries. Deliver top-tier customer service while meeting performance metrics. Learn and adapt quickly to new tools and processes. Work collaboratively with teammates to ensure client satisfaction. 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.

Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!

Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative and vibrant workplace? Then TransPerfect is for you! So you like what you hear but haven't worked in ‘language' before? That is not a problem, TransPerfect is far from “just a translation agency”. Our services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes. That's enough about us - what about you? We look for and appreciate anyone who is willing to roll up their sleeves and get stuck in! We offer a fast growth path and provide full training around our services, technology solutions and workflows. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success. If this sounds like you, we would love to hear from you! We have 90 offices worldwide but this particular opportunity is based in our Pittsburgh office. We offer career development and an attractive bonus plan and social events are organized frequently. What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Respond to client requests for new project initiatives through our centralized technology Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team Where applicable, initiate some project specifics to set the production team /individual project up for success Take a proactive role in learning about clients' industry, business needs and company culture, educating the project team and providing a high level of service Monitor and communicate project progress, ensure strict adherence to deadlines and budgets, and ultimately produce high quality deliverables Serve as the central point of contact for and liaison between external client contact and internal production staff Set and fulfill client expectations Comply with internal regulations, processes and procedures in line with ISO standards Potentially trouble-shoot problem projects Understand and abide by individual project instructions and effectively communicate to the production team Investigate client complaints where applicable Discuss issues with clients and production staff and creatively problem solve to alleviate issues Who We Are Looking For Bachelor's degree Excellent written and verbal English communication skills Exceptional problem solving and analytical skills Customer service and/or project management experience Strong organizational skills, attention to detail, and the ability to multi-task Working knowledge of MS Office Ability to prioritize and schedule tasks and work in a team environment. Must be willing to learn new things, be open to challenges and thrive on success Where Your Career Is Going At TransPerfect, there are a lot of growth opportunities. All departments offer career growth and development that can combine your skills, interest and experience. We encourage our employees to have a continuous dialogue with management about growth opportunities throughout your tenure with the company. End your job search and find your career at TransPerfect #careers NOTjobs. Why TransPerfect For more than 25 years, we have honed a culture where all kinds of ideas are shared and new ventures are not only welcomed, but also encouraged. In this fast-paced environment, employees are intellectually stimulated so they can grow alongside the organization. From Intern to President, we believe that every single employee should have a voice and contribute to the amazing services we offer our clients. We also offer a comprehensive benefits package including medical, dental, and vision insurance, 401k matching, membership to child-care providers, and other TransPerks. You even get your birthday off because let's face it, we're stoked that you were born. TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law For more information on the TransPerfect Family of Companies, please visit our website at ********************* Compensation: $50,000 Benefits: Health insurance, retirement benefits, paid time off, other voluntary benefits

GREAT WORK FROM HOME OPPORTUNITY We have been in business for over 40 years. Weekly pay. No out of pocket investment. No experience needed, we train you! Work from the comfort of your own home using your own computer. Dependable, energetic people with excellent communication skills and a passion for customer service needed. We offer a variety of opportunities, but currently we are contracting for inbound customer service and outbound customer service calls. Flexible day, evening and weekend shifts available. Agents need to have a personal PC or Laptop, USB headset with microphone and hard wired Internet access. If interested CLICK HERE TO APPLY and fill out the Questionnaire, then click APPLY. Please watch your email and spam box for a reply from us about scheduling your interview. We thank you for your interest in this GREAT work from home opportunity. Please Note: We are not currently contracting in the following states: CA, CO, CT, MA, NV, NY, OR, WA, & WI. Job Types: Full-time, Part-time

Job Description Dispatcher/Scheduler/Quality Control 7am - 3pm ($20.00/hr) We are looking for a Dispatcher/Scheduler to work with our Interpreters who are dispatched/scheduled to help people in need of Interpretation services in Hospitals, Courts, Schools and Social Service Agencies. We want someone who Has a keen eye for detail and an eagerness to learn Is flexible and can keep up in a fast-paced environment Is a team player Takes initiative and can multi-task Communicates professionally and efficiently in person and over the phone If this feels like the position for you, please respond with a detailed resume complete with education, previous work experience, and references. We are an EOE. Responsibilities and Duties Upon hire, our candidate will Manage a high volume of phone calls Schedule multilingual interpreters for assignments Conduct inspections and ensure quality control Collect, enter, and analyze data Submit reports Monitor and review progress and accuracy Complete a background check and pass a drug screen Qualifications and Skills We need someone who Has a high school diploma and customer service/dispatch experience Types at least 35 WPM and possesses intermediate computer skills (TEST MAY BE ADMINISTERED) Is proficient in Microsoft Excel (TEST MAY BE ADMINISTERED) Is willing to work from the office Benefits Our employee benefits include Paid holidays after 90 days Ten (10) days of Paid Time Off after 90 days Medical, Dental, Vision, and Life 401K and Profit Sharing Free parking

+ Performs support and administrative functions, including answering phones, filing, copying/imaging, faxing, processing and distributing mail and supporting third party vendor relationships and processes. + Orders supplies and schedules/coordinates meetings. + Greets and directs visitors to appropriate personnel. + Provides inbound and outbound phone support and customer service to all customers including policyholders, claimants, and agents, and handles all inquiries with customer service as a priority. + Provides customer service support during weather events including CAT loss reports and other CAT support duties. + Provides support in various disciplines including material damage, property, liability, subrogation, workers compensation, medical, and litigation. + Assists with various activities including preparing and processing documents, preparing time sensitive and confidential claim file information on a routine basis. + Assist with follow up calls and other claim file support as needed. + Greets, screens and directs visitors to appropriate personnel. + Applies a working knowledge of policies and procedures, verifies and provides claims information, and offers initial services. + Handles all inquiries with customer service as a priority. + Enters new loss report information and updates claims documentation. Top Skills Details Customer Support Claim Support Computer skills Communication skills Reliable Additional Skills & Qualifications Customer Service skills. Ability to take calls and direct them to the proper individual. Willingness to learn and grow with an organization. Pay: $15-$16/hr (based on experience) Shift: M-F 8am-4:30pm (no weekends or nights!) 1 year contract with opportunity to hire! Experience Level Entry Level Job Type & Location This is a Contract to Hire position based out of Parkersburg, WV. Pay and Benefits The pay range for this position is $15.00 - $16.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Parkersburg,WV. Application Deadline This position is anticipated to close on Dec 19, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The Scheduling Coordinator is responsible for providing exceptional customer service through patient communication management and patient education and sales. This individual is responsible for practice success through schedule management and optimization. NO LATE NIGHTS OR WEEKENDS!!!! PAID HOLIDAYS OFF (after 60 days)!!!! ESSENTIAL RESPONSIBILITES: Ensures Quality of Care and Exceptional Customer Service through: Patient Communication Management Greet patients in a friendly, professional manner using proper telephone etiquette Follow up on missed and cancelled appointments Triage patient's needs to schedule appropriately Patient Education Provide patient education on the purpose and expectations and expectations of their appointment Make patients aware of insurance eligibility Ensures Practice Success throughout each patient encounter through: Appointment capture Effective schedule management and optimization Data Collection and Accuracy: Collecting and entering thorough demographic data and verify its accuracy. This is a call center - medical environment EDUCATION AND/OR EXPERIENCE: High school graduate, or equivalent Previous medical office experience is preferred COMPETENCIES: Polite, professional, and courteous. A focus on the provision of quality care and service excellence. Proficient in EHR, including proven competency in accuracy of data entry. Proficient with optometric medical terminology. Recognition of the exam process and the ability to record exam details. Ability to effectively communicate in person, by phone, and in writing. Superior organizational skills and attention to detail. Dependable and self-motivated. Proactive, adaptable, with the ability to work under pressure to accomplish projects and meet deadlines in a fast-paced environment ENVIRONMENT AND PHYSICAL DEMANDS: Physical Activity: Talking, Hearing. Physical requirements: Sedentary work. Involves sitting most of the time. The worker is required to have visual acuity to determine the accuracy, neatness, and thoroughness of the work assigned. PERSONAL DEVELOPMENT: Staff members are required to meet training expectations within the initial 90-day probationary period. Obtaining certification through in optometric certification program is encouraged. BVEP will aid all employees eligible for the Employee Career Development Program.

Customer Relations Specialist is a skilled and goal-oriented position which takes ownership of their home Branch's goals and growth through building and maintaining customer relationships. In this position, you will serve as a Branch leader, responsible for the success, performance, and strategies of the business. You will communicate with customers daily via email, phone, and in-person visits. Local travel is required. You will work in tandem with Branch Staffing Specialist/Supervisor to ensure orders are filled, backing up in all office tasks as needed. Vacation with tenure. Uncapped bonuses. Health, dental, eye offered.

Job Description Leading EDJE is seeking a tech-savvy, relationship-driven Client Success Specialist to partner directly with our Chief Strategy Officer (CSO). This is not your typical administrative role - it's a front-row seat to strategic growth. You'll serve as the CSO's right hand, keeping operations running smoothly, engaging with clients, and collaborating with teams across the company. We're looking for someone who thrives in a fast-paced, high-energy, team-first culture, has a strong grasp of technology and B2B sales, and can seamlessly blend organization with action. If you enjoy being client-facing, adding value in meetings, and ensuring execution with precision and follow-through, this could be the perfect career move for you. This full-time, salaried position offers flexibility in work location with a preference for candidates local to the Greater Columbus area. The role will be available to start in February 2026. CONSULTING ENVIRONMENT As part of Leading EDJE, you'll have the opportunity to work closely with executive leadership and cross-functional teams to deliver impactful results for clients and internal stakeholders. You'll help drive sales strategy, support client engagements, and act as a bridge between the CSO, marketing, delivery, and other internal teams. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities while ensuring follow-through and completion on action items. RESPONSIBILITIES Keep Things Moving Manage the CSO's calendar, meetings, and travel efficiently. Organize and maintain client-facing materials, SOWs, sales presentations, and reports. Stay on top of key deliverables, deadlines, and CRM updates (Salesforce or HubSpot). Run reports, track extensions, and maintain data hygiene in CRM systems. Client Engagement & Support Attend client meetings to capture notes, action items, and follow-ups. Support client onboarding, engagement, and experience initiatives. Serve as a trusted point of contact between clients, marketing, and delivery teams. Farm accounts, track interactions, and help advance B2B sales opportunities. Drive Sales & Operational Excellence Collaborate with Sales, Marketing, and Delivery to support strategic initiatives. Ensure the sales pipeline is accurate and actionable through CRM management and reporting. Assist in planning and executing quarterly business reviews, revenue meetings, and team sessions. Contribute to high-completion, high-impact follow-through across all projects and engagements. QUALIFICATIONS 3+ years of experience in sales support, executive assistance, or related roles - ideally in a B2B tech or consulting environment. Solid understanding of technology and sales cycles; able to grasp technical concepts quickly. Exceptional organization skills, detail-oriented, and able to prioritize in a fast-paced environment. Experience with Microsoft Office, Google Workspace, and CRM platforms (Salesforce, HubSpot). Strong communication skills, polished and personable, with the ability to add value in client-facing situations. Self-starter with a high “say-do” ratio; thrives on executing and following through. ADDITIONAL QUALIFICATIONS Experience supporting C-level executives in high-growth, fast-paced teams. Familiarity with proposals, RFPs, and sales enablement tools. Previous exposure to B2B sales strategy or client relationship management. Experience in a consulting environment with tech-focused solutions. COMPENSATION Base: $85,000-$105,000/year Bonus-eligible

Job Description Customer Relations Specialist is a skilled and goal-oriented position which takes ownership of their home Branch's goals and growth through building and maintaining customer relationships. In this position, you will serve as a Branch leader, responsible for the success, performance, and strategies of the business. You will communicate with customers daily via email, phone, and in-person visits. Local travel is required. You will work in tandem with Branch Staffing Specialist/Supervisor to ensure orders are filled, backing up in all office tasks as needed. Vacation with tenure. Uncapped bonuses. Health, dental, eye offered.

Want to use your customer service skills to solve real world problems? Want to free up your weekends & evenings and instead work Monday through Friday? Want to do all of this while getting paid a competitive base salary PLUS have incentive opportunities? How about all of the above AND benefits, paid time off and even tuition reimbursement? Customer service professionals-don't pass up this opportunity for a great career with a global industrial distribution company that allows you to do far more than just taking orders and fielding complaints. In partnership with over 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. Don't know anything about industrial distribution? THAT'S OKAY! We'll teach you. You will provide our customers with expert assistance to a wide variety of questions and problems. Unlike most CSR roles, you will build ongoing business relationships with our customers through repeated contact and consultation. As this is a service and parts center, our ability to win and retain customers' business often depends on your ability to quickly and efficiently provide them with just the right parts and/or solutions - especially when customers are experiencing costly equipment breakdowns. You will also, on occasion, have the ability to utilize your mechanical aptitude to help solve customer problems or troublesome processes. This is a great starting point from which to grow toward a sales or management career. Applied has a clear growth path with countless success stories of employees rising through the ranks. Just some of the things you'll be doing on a daily basis: Assist customers by phone and in person at our facility Use your customer service skills and talents to clarify their needs, do research, and (after you get up to speed) recommend parts Be focused and driven to meet / exceed monthly sales goals while increasing customer satisfaction Process quotes, take orders and provide post-order service REQUIREMENTS Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations. They have strong prioritization and multitasking skill, a sense of urgency, and take pride in their verbal and written communication. Interpersonal skills and the ability to establish rapport and build solid relationships with a wide variety of customers are critical. Specific qualifications for the role include: 6 months of customer service experience preferred Desire to increase knowledge in industrial distribution products Excellent telephone skills Ability and desire to learn new systems and processes quickly Enjoys working with computers, including basic knowledge of Microsoft Office (specifically Outlook & Excel) and comfortable with Google search engine High school diploma or equivalent Valid driver's license and clean driving record (MVR) SAP / ERP experience, preferred but not required Some knowledge of industrial distribution products and hydraulics, preferred but not required SALARY & BENEFITS As a Customer Service Representative with Applied Industrial Technologies, you will be part of a stable and established company with consistently strong performance and growth. At Applied, you are encouraged to take advantage of all the training the company has to offer and to bring fresh ideas to the team. Starting Salary: Salary will be based on your experience and qualifications and added incentives will be earned based on performance. Benefits: Here is just some of what we have to offer: Base salary and bonus opportunities Health, vision, and dental coverage, 401(k) w/ company match Paid vacation, sick time, and company holidays Tuition reimbursement Personalized training and development program Career development and advancement opportunities Build a rewarding career with a global leader in industrial distribution! #LI - SB1 Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

Want to use your customer service skills to solve real world problems? Want to free up your weekends & evenings and instead work Monday through Friday? Want to do all of this while getting paid a competitive base salary PLUS have incentive opportunities? How about all of the above AND benefits, paid time off and even tuition reimbursement? Customer service professionals-don't pass up this opportunity for a great career with a global industrial distribution company that allows you to do far more than just taking orders and fielding complaints. In partnership with over 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. Don't know anything about industrial distribution? THAT'S OKAY! We'll teach you. You will provide our customers with expert assistance to a wide variety of questions and problems. Unlike most CSR roles, you will build ongoing business relationships with our customers through repeated contact and consultation. As this is a service and parts center, our ability to win and retain customers' business often depends on your ability to quickly and efficiently provide them with just the right parts and/or solutions - especially when customers are experiencing costly equipment breakdowns. You will also, on occasion, have the ability to utilize your mechanical aptitude to help solve customer problems or troublesome processes. This is a great starting point from which to grow toward a sales or management career. Applied has a clear growth path with countless success stories of employees rising through the ranks. Just some of the things you'll be doing on a daily basis: • Assist customers by phone and in person at our facility • Use your customer service skills and talents to clarify their needs, do research, and (after you get up to speed) recommend parts • Be focused and driven to meet / exceed monthly sales goals while increasing customer satisfaction • Process quotes, take orders and provide post-order service REQUIREMENTS Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations. They have strong prioritization and multitasking skill, a sense of urgency, and take pride in their verbal and written communication. Interpersonal skills and the ability to establish rapport and build solid relationships with a wide variety of customers are critical. Specific qualifications for the role include: • 6 months of customer service experience preferred • Desire to increase knowledge in industrial distribution products • Excellent telephone skills • Ability and desire to learn new systems and processes quickly • Enjoys working with computers, including basic knowledge of Microsoft Office (specifically Outlook & Excel) and comfortable with Google search engine • High school diploma or equivalent • Valid driver's license and clean driving record (MVR) • SAP / ERP experience, preferred but not required • Some knowledge of industrial distribution products and hydraulics, preferred but not required SALARY & BENEFITS As a Customer Service Representative with Applied Industrial Technologies, you will be part of a stable and established company with consistently strong performance and growth. At Applied, you are encouraged to take advantage of all the training the company has to offer and to bring fresh ideas to the team. Starting Salary: Salary will be based on your experience and qualifications and added incentives will be earned based on performance. Benefits: Here is just some of what we have to offer: • Base salary and bonus opportunities • Health, vision, and dental coverage, 401(k) w/ company match • Paid vacation, sick time, and company holidays • Tuition reimbursement • Personalized training and development program • Career development and advancement opportunities Build a rewarding career with a global leader in industrial distribution! #LI-SB1 Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise. Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

SERVICE CENTER: This person's primary duties include working in the Service Center, and performing those tasks most closely associated with the direct customer interaction "at the window": Customer Relations, Check Cashing, Telephone, Lottery Tickets, the Sale of other Service Center Merchandise and Services, Merchandise Returns, Rain Checks, and related tasks as required or assigned. Availability: Must be available to be scheduled between 10+ hrs a week, including nights and weekends, based on department needs. Previous Work Experience: Must have at least one year cashier experience. Service Center and Cash Office experience preferred, but not required. We will train. Physical Demands: limited lifting, bending, stooping, pulling and pushing with repetitive lifting to 25#; occasional lifting to 50#. Other Considerations: organized; productive; having outstanding customer relations skills; able to work well with co-workers; reliable, dependable; and able to work with minimal supervision.