Customer Care Advocate
Remote Customer Service Assistant Job
Job Description
We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.)
Our Mission:
To actively connect people to their next great opportunity.
Who We Are:
ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects job seekers with millions of businesses of all sizes through innovative mobile app, web, and email services, as well as partnerships with the best job sites on the web. ZipRecruiter has the #1 rated job search app on iOS & Android.
Summary of Job:
Accountable for comprehending, researching, and addressing Employer and Job-Seeker questions and concerns. This role is dedicated to helping ZipRecruiter customers achieve success in their recruitment efforts.
What You'll Do:
Must be located in the Phoenix, AZ metro area.
Schedule may include weekends/nights.
Answers inbound Employer and Job-Seeker phone calls and processes all basic support inquiries. Properly transfers calls to appropriate teams and departments.
Handles a large volume of Sales and Support inquiries via chat and email. Forwards inquiries as needed.
Performs troubleshooting for site issues and functionality.
Maintains high service levels as established by the department.
Meets or exceeds established metrics and performance goals including productivity and quality of activities.
Promotes ZipRecruiter site features and products (TrafficBoost, Resume Database, etc.).
Processes plan upgrades and downgrades at the users request.
Assesses potential Terms of Use and Product Guidelines violations and forwards pertinent information to the Compliance Department.
Learns and develops the internal Knowledge Base of the evolving ZipRecruiter product.
What You'll Need:
Passionate about Customer Service
Prior work in B2B preferred
Detail-oriented, organized, and an expert on time management
Passionate, optimistic, and a team player
Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
Easily builds rapport and establishes relationships with customers and colleagues
Coachable. Listens to and implements feedback from Supervisor
Listens patiently. Will probe and clarify to get necessary details from customers
Flexible work schedule is needed
As Part of Our Team Youll Enjoy:
Competitive salary
Exceptional benefits package
Flexible Vacation & Paid Time Off
Employer-matched 401(k) plan
Category: Customer Service
The US base salary for this full-time position is $20.75ph.
Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits.
ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics.
Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at: *****************************************************************
Company DescriptionZipRecruiter is the fastest growing employment marketplace. We have helped over 1 million businesses and 100 million job seekers find their next perfect match through partnerships with the best job boards on the web, curated email alerts, award-winning mobile apps, and the world’s best search algorithm for jobs.
Customer Service Representative - Onsite
Customer Service Assistant Job In Richmond, VA
About TP
Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways.
With more than 500,000 inspired and passionate people speaking more than 300 languages, our global scale and local presence allow us to be a force of good in supporting our communities, our clients, and the environment.
Benefits of working with TP include:
Paid Training
Competitive Wages
Full Benefits (Medical, Dental, Vision, 401k and more)
Paid Time Off
Employee wellness and engagement programs
Teleperformance and You
Through a balanced high-tech and high-touch approach blended with deep industry and geographic expertise, we make people's lives simpler, faster, and safer. We help companies adapt quickly to changing needs, and are inspired to deliver only the best in all that we do. You will become a key contributor in making that happen.
As the eyes and ears for our team fielding customer inquiries and finding innovative ways to respond, you will work in a collaborative and engaging environment. You will have the chance to interact with people from all walks of life, and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Did you know that our Chief Client Officer started her career at Teleperformance as an agent and advanced to the pinnacle of the company? At Teleperformance, the sky is the limit!
This position will be based on-site at our Richmond, Virigina location.
Your Responsibilities
As a Customer Service Representative, your main responsibility is to find innovative ways to respond to varying questions, issues, and concerns.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
Respond to requests for assistance and/or possible processing payments
Track all call related information for auditing and reporting purposes
Provide feedback on call issues
Upsell if required
We're looking for fearless people - people who are inspired to deliver only the best in all that we do.
High School Diploma or equivalent
IT/Network certifications/degrees preferred
18 years of age or older
Proven call center experience
Typing 25 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills
Be Part of Our TP Family
It is our mission to always provide an environment where our employees feel valued, inspired, and supported, so that they can bring their best selves to work every day. We believe that when employees are happy and healthy, they are more productive, creative, and engaged. We are committed to providing a workplace that is conducive to happiness and a healthy work-life balance. We also believe that to be our best selves, we need to be surrounded by people who are positive, supportive, and challenging. We are committed to creating a culture of inclusion and diversity, where everyone feels welcome and valued.
Teleperformance is an Equal Opportunity Employer
Oil Sales and Service Representative
Customer Service Assistant Job In Montvale, VA
Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity!
Purpose:
The Oil Sales and Service Rep (OSSR) will be responsible for providing sales and services of approved waste streams at HCC customer locations. The position frequently uses hoses to load/offload Oil Tanker Trucks from a variety of containers.
Specific Duties:
Responsible for engaging in and promoting safe work behaviors in a manner that is consistent with all HCC safety guidelines
Responsible for customer service and new business development in a certain geographic area as assigned by the Company
Aligns work orders to minimize mileage and travel time
Inspects vehicle and equipment for safe operation
Delivers service to customers by pumping approved waste streams from customer containers into truck
Pursues additional services with existing accounts
Assesses potential customer needs, presents HCC products and services to customers, and
develops new customers
Develop sales leads for Data-Marketing
Complete all required paperwork accurately and neatly
Maintains compliance with all applicable Department of Transportation (DOT) requirements
Achieve sales quotas for total revenue and new customer development
Adhere to all corporate policies and standards including but not limited to environmental, health, & safety (EHS), human resources, facility, equipment, operations and maintenance.
Performs a variety of administrative tasks as required and directed, encompassing responsibilities such as document management, maintaining office cleanliness, data entry, and other reasonable duties as assigned.
Position Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, the following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Core Competencies and Specific Skills
Strong communication skills and attention to detail
Ability to interact with customers, sales branch employees, and other corporate departments
Ability to operate equipment such as electronic mobile devices, computers, hoses, all truck equipment, etc.
Work Experience:
Route sales experience preferred
Education, Certificates, Licenses, or Designations:
High School diploma or equivalent required
Must have or be qualified to obtain and maintain a Class B Commercial Driver's License (CDL) and Med Card with Airbrake and Tanker Endorsement
Motor vehicle record (MVR) that meets or exceeds HCC's published standards including, but not limited to the following.
Seat belt and cell phone violations
Excessive speeding
DUI, suspension and/or multiple vehicle collisions
Personal Protective Equipment*:
Ability to wear personal protective equipment, which may include a respirator, steel toe boots, gloves, uniform, safety glasses, reflective vest, and hard hats
Physical Requirements*:
Frequent lifting of hoses weighing up to 40lbs
Frequent climbing of ladders to access approved waste streams
Occasionally pulling/dragging of hoses weighing up to 40lbs each
All applicants must pass the pre-employment physical including drug & alcohol screening.
Work Environment:
While performing essential duties of this position an individual regularly works in a variety of environments, and is required to see, talk, hear, reach, stand, walk, drive frequently, and comfortably use electronic devices and other office equipment. Essential duties require bending, squatting, climbing, lifting and twisting frequently. Noise level in the workplace can vary based upon the work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Crystal Clean LLC is an Equal Opportunity Employer.
Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
Financial Customer Service Representative
Remote Customer Service Assistant Job
Financial Customer Service Representative
Interview: In person 30minutes
Set Up: Fully Remote for Training then transition to Hybrid.
Pay Rate: $21.99 per Hour
Contract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!
Target Start Date: *upon completion of new hire onboarding.
This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!
Job Description
Preference for 1 of the following criteria:
College Degree
Previous contact center experience.
Responsibilities
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on client accounts.
Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
Functional support areas include client's Cash Management products and services, **** Online (client website) and Mobile app, and general account or financial related inquiries.
Successful applicants will be highly professional, career driven, and committed to World-Class Service.
Skills
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center.
Education and Other Requirements
College Degree Preferred or High School Diploma.
Experience in financial service center or Call center experience is required.
Proficiency in Microsoft Word and Outlook programs.
Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information
Customer Service Representative
Remote Customer Service Assistant Job
Fully Telework
**US Citizenship Required**
We are looking for a seasoned Customer Service Representative to join our team working in a fully remote capacity. This position is supporting the Department of Labor and offers a variety of 4 day, 10 hour shifts. It is a great opportunity for someone who wants to utilize their skills in the comfort of their own home
Job Description: As a CSR, you will have the opportunity to utilize your customer service skills and experience, as well as critical thinking skills, to support American consumers who have labor-related questions, such as questions about paychecks, how to contact a specific department or Government agency, and safety concerns in the workplace. During the handling of these inquiries, you will use a cloud-based telephony system and a Customer Relationship Management (CRM) tool for research and informational purposes. A successful candidate will be able to work independently as well as part of a larger team which supports one another throughout the day.
Job qualifications:
A minimum of two years call center customer service experience
High School diploma or General Educational Development (GED) certificate
Oral and written communication skills sufficient to facilitate clear and accurate information exchanges with customers
Ability to control the pace, flow of the inquiry, and manage call time effectively
Ability to handle inquiries and requests in a courteous and professional manner, including calls received in crises, and/or from abusive callers
Ability to listen to, empathize with customers, and acknowledge their concerns
Ability to follow protocol and to apply sensitivity and discretion in handling confidential information
Ability to gather and document information to determine a customer's needs, apply problem solving skills, and resolve the inquiry/request effectively
Computer and keyboarding skills sufficient to record information from the inquirer in an accurate and efficient manner
Ability to use the web to search and retrieve information
Ability to respond to inquiries from the hearing, speech, and visually impaired, as well as other physically impaired callers using appropriate equipment
Ability to take direction within a team setting and complete team-related work promptly
Equivalent to a low-risk public trust background investigation
Other job specifics:
Proficient in the use of MS Office including Word, Excel, PowerPoint, and Outlook
Able to work in a fast-paced environment
Family Services Supervisor
Remote Customer Service Assistant Job
Average Annual Salary: $61,068 (includes wage, incentives, bonuses, overtime, shift differential, etc.)
will cover the OTTAWA area.
About the Role
Are you passionate about guiding others in their work with children and families? TFI Family Services is seeking a dedicated full-time Supervisor to join our Permanency team. If you have an advanced degree in social work or a comparable human services field, OR a bachelor's degree in social work or a comparable human service field with four years of direct service or case management experience and BSRB licensure, we want to hear from you! We'll provide the training you need to excel in this role.
A Day in the Life as a Supervisor
As a Supervisor at TFI Family Services, you will lead and support case managers and support workers who strive to help children reunite with their families or find permanent homes through adoption. You'll collaborate with court systems and case managers to ensure that families receive the services and support they need, helping children live happy and healthy lives.
What We Are Looking For
We seek compassionate individuals with strong managerial skills who are committed to empowering staff to support families and children in building healthy, lasting relationships. We value team members who aspire to strengthen advocacy for children and families.
Why Work for TFI Family Services?
Join TFI Family Services and enjoy a supportive work environment with flexible scheduling and remote work options. We offer 20 days of personal leave in your first year, increasing to 25 days after one year of service, along with 12 paid holidays. Our benefits package includes a longevity bonus, tuition reimbursement, and the opportunity to work with a fantastic team dedicated to our mission of strengthening families and achieving excellence in service, education, and advocacy.
If you are ready to make a meaningful impact in the lives of children, apply today!
TFI Family Services is an Equal Opportunity Employer.
To apply, please visit *****************************
Account Services Specialist
Customer Service Assistant Job In Reston, VA
Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an account service associate who has a passion for helping clients in our Reston, VA office.
Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, PA, OR, VA and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.
We are looking for a self-starting problem solver, with a desire to provide an exceptional client experience, who can think critically and wants to be part of our team.
Responsibilities:
Provide administrative support to Client Relationship Specialists, Advisors & Planners
Process account forms and maintain related files
Communicate with custodians (i.e. Charles Schwab, Fidelity, Axos, etc)
Track requests to completion
Cashiering
Assist with marketing projects as needed
Assist/own Operations projects as needed
Respond to Client requests for service
Perform other duties as needed
Requirements:
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Internet, CRM Software
Ability to learn & adapt quickly to multiple technology platforms
Excellent written & oral communication skills; strong listening skills; professional, positive demeanor
Strong organizational & prioritization skills
Ability to muti-task, manage time efficiently in a fast-paced environment
Ability to work independently or part of a team
Associates Degree OR Related/Industry Experience
Client Services Associate
Customer Service Assistant Job In Tysons Corner, VA
A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment.
Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization.
Key Responsibilities:
Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies.
Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues.
Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements.
Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests.
Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions.
System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues.
Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy.
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Experience: Minimum of 2 year of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment. Series 7 & 63 certifications are a plus.
Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus.
Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness.
Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services.
View the full list of our open positions here: Main Line Search Job Openings
Customer Account Representative
Customer Service Assistant Job In Virginia Beach, VA
Are you a people-oriented, sales-driven individual with a passion for customer experience and a hunger for career growth and leadership opportunities? If so, we want you to be a part of our dynamic Sales and Customer Experience Team!
Why Choose Us:
Unlimited Growth Potential: We believe in nurturing and promoting talent from within. As a Customer Account Representative, you'll have the chance to fast-track your career and step into leadership roles as you excel.
Customer-Centric Culture: We're all about delivering exceptional experiences to our customers. For that to happen our team needs to feel taken care of. A happy team makes for happy customers.
Sales Excellence: Dive into the world of sales and learn transferable skills that will always be in demand. We provide comprehensive training and support to help you achieve your sales goals and beyond.
What We're Looking For:
People-Oriented: Your ability to connect with people is what you pride yourself on. You enjoy building rapport and understanding the unique needs of each customer.
Interested in the art of Sales: You're excited about the art of selling. Whether you're a seasoned pro or just starting, you're hungry to learn and succeed in a sales-driven environment.
Desire for a Career: Your career development is a priority, and you're eager to take on leadership roles as you grow with us.
Key Responsibilities:
Customer Engagement: Develop strong relationships with customers, understanding their needs, and offering tailored solutions.
Sales: Drive sales through effective communication and product knowledge. Achieve and exceed sales targets.
Team Collaboration: Work closely with our Sales and Customer Experience Team to deliver outstanding results and support each other's success.
What We Offer:
Competitive Compensation: A rewarding package including base salary and performance-based bonuses.
Training and Development: Continuous learning opportunities to enhance your sales skills and advancement opportunities.
Dynamic Workplace: Join a passionate team in a positive and collaborative environment.
Career Advancement: Clear paths to leadership roles for high achievers.
Customer Care Coordinator
Customer Service Assistant Job In Falls Church, VA
Our client, a not-for-profit health organization, is looking to hire a Customer Care Coordinator to join their team in Falls Church, VA!
*** This begins as a 5-month contract with any opportunity to extend/convert ***
Shift Hours - Monday-Thursday 9am-7:30pm & e/o weekend
Training Schedule - Monday-Friday 8am-4:30pm for the first 6 weeks
Responsibilities
Responsible for answering and processing all calls made to the enterprise emergency response line with accuracy.
Ability to quickly assess a critical patient or security safety event, implement a response plan, and follow explicit protocols to activate and deploy both medical and public safety response teams at requested by care site.
Collaborates with onsite clinical and security team members to deploy additional resources based on complexity of critical event; communicates activated critical patient event to various teams in the High Reliability Operations Center to provide awareness and heighten department posture
During a safety event, partners with care site leaders to script out an advisory alert to broadcast over the PA system and then deliver via the Company's Text Alert system to leaders and team members.
Triages program patient calls and follows department or clinic workflow and or escalation protocols to notify on-call team members of the patient's emergent healthcare needs.
Performs assigned equipment status checks on primary and back-up equipment and participates in monthly downtime exercises.
Requirements
At least 1 year of healthcare experience, dispatch experience preferred but not required
Must be a demonstrated proficiency in Call Center Operations, medical knowledge, and hospital policies and procedures.
You will receive the following benefits:
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.
#LI-JP7
Customer Service Representative
Customer Service Assistant Job In Fredericksburg, VA
HomeServices Insurance an affiliate of HomeServices of America/ Berkshire Hathaway Companies is hiring for a experienced & licensed Property and Casualty Customer Service Representative! This position is located in Fredericksburg, VA. We are looking for insurance driven individuals who want to thrive in growing environments and establish rapport! The position is full time 40 hours a week, hybrid mode (2 days in office, 3 days work from home).
This position provides day-to-day service and support to new and existing clients such that objectives for profitability and growth are met.
Job Duties and Responsibilities
(Essential Job Functions)
1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.
Research and answer calls from clients, underwriters and third parties.
Advise clients regarding insurance coverage and risk management issues.
Process policy changes and cancellations.
Handle claims and billing inquiries.
Foster and maintain good working relationships with insurance companies and underwriters.
2. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling.
3. Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager.
4. Perform any additional responsibilities as requested or assigned.
Performance Expectations
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Qualifications
Education:
High School Diploma or equivalent work experience and knowledge.
Experience:
Two years successful servicing experience with independent agency (or equivalent).
Knowledge and Skills:
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
Excellent analytical, problem-solving, and decision-making skills.
Excellent oral, written, and interpersonal communication skills.
Proven automation, time management, and organizational skills.
Familiarity with risk assessment and risk management techniques.
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
Property and Casualty License
Wage: $23.50-28.70 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan/discretionary bonus, based on financial results.
Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Effective January 1, 2025, minimum and maximum annual salary or hourly range of compensation (or fixed pay rate if applicable) for a job opportunity, based on the employer's good faith estimate at the time of posting the job advertisement
General description of all benefits and other compensation to be offered to a hired applicant, including but not limited to health and retirement benefits
Equal Opportunity Employer
If you are interested in this opportunity, please apply here or send your confidential resume to ************************** - TA Specialist/ Human Resources at HomeServices of America - Shared Success Center.
Client Service Associate
Customer Service Assistant Job In Richmond, VA
Our Mission:
At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step.
About the Role
We're in search of a dedicated and enthusiastic Client Service Associate to play a vital role in supporting our team and managing client tasks and relationships in our firm. As our firm continues to grow, this role offers an opportunity to fully engage with all aspects of client service.
If you're a driven and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this opportunity.
Key Responsibilities:
Manage account operations activities including but not limited to: paperwork for new accounts, paperwork for existing account maintenance (beneficiary updates, contact information changes, etc.), estate settlements, and serve as a liaison between our RIA and our custodian.
Manage the tracking of custodian cash management, money transfers, and other account related tasks.
Answer inbound client calls to assist with account servicing needs and advisor scheduling. Make outbound calls to clients for service-related discussions or other firm directed communications.
Assume ownership of time sensitive client promises/requests to make certain they are done on time and accurately.
Independently maintain and keep up to date firm databases such as but not limited to: required minimum distributions, compliance logs, etc. Periodic reporting of these databases may be required as directed by the firm's leadership.
Continuous logging of client interactions and service in our CRM so all firm operations have a clear log.
Manage long term client specific projects as assigned while meeting all required deadlines.
What We're Seeking:
Bachelor's degree and/or equivalent financial services experience
A candidate committed to a long-term career in wealth management.
A proactive approach to tasks and willingness to take ownership of their responsibilities.
At least 2 years working in a Brokerage firm and/or Registered Investment Advisory firm.
In-depth experience with custodian platforms such as Charles Schwab, Fidelity, Raymond James, etc and CRM system such as RedTail.
Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively.
Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability.
Strong focus on client service with the ability to communicate both verbally and written in a clear and concise manner.
Perks & Benefits:
Competitive salary of $65,000.
Potential for performance-based bonuses.
50% employer-paid health insurance coverage.
Paid sick leave and holidays.
Opportunities for specialized professional development.
Clear paths for career advancement.
Positive and supportive work culture and management.
Complimentary snacks and beverages.
Clean and organized office environment. A new, and clean work environment
Realistic expectations and a healthy work-life balance.
Client Services Specialist
Customer Service Assistant Job In Fairfax, VA
For over 30 years, Fairfax Cryobank, a division of GIVF, has provided the highest quality donor sperm that has led to the creation of many happy healthy families. Fairfax Cryobank serves clients nationwide and around the globe.
We are seeking energetic and compassionate full-time, entry-level, Client Services Specialists to join our fantastic CS team.
Responsibilities:
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients' needs and provide helpful solutions to their concerns.
Build sustainable relationships and trust with client accounts through open and interactive communication.
Must be able to de-escalate situations involving dissatisfied clients, offering patient assistance and support.
Meet personal/customer service team sales targets and call handling quotas.
Process semen, product, and internet orders
Liaison between patients and physician clients
Schedule client depositor and designated donor appointments
Triage calls to management and accounts receivable
Able to handle multiple office responsibilities simultaneously.
Other duties as needed.
Requirements:
Associate or Bachelor's degree preferred or minimum of 2 years of related work experience.
Proven experience working in a call center or customer-support role is a huge plus.
Must have patience and compassion for clients trying to conceive.
Attendance and punctuality are extremely important for this job position. Candidates must maintain regular, consistent, and punctual attendance in accordance with their assigned work schedule.
Demonstrate strong phone and verbal communication skills along with active listening.
Must be able to multi-task, prioritize, and be detail oriented.
Must possess a high level of independent judgment and accuracy.
Fluency in Spanish is a plus!
Must have working knowledge of Microsoft 365, Microsoft Outlook, and Teams
Must have a quiet home office work space
Strongly prefer candidates from Virginia, Maryland and Washington DC area.
Additional information:
$20.00 per hour
Quarterly bonus program
Work Schedule Options:
Remote: Monday- Friday: 11:30am- 8pm ET
Remote : Monday - Thursday 10:30am-8pm ET and Saturday 11:30am-3:30pm ET
On-site: Monday-Friday 9:30am to 6pm
GIVF provides competitive compensation and generous benefits to our employees, including:
Health, Dental and Vision insurance
Flex Spending Account (FSA) and Health Savings Account (HSA) options
Group term life insurance
Short-term and long-term disability options
401K plan plus employer match
Paid parental leave
Tuition reimbursement program
Paid vacation and sick time
Paid company holidays
Job training and development opportunities
For more information about Fairfax Cryobank, we encourage you to visit our website at ************************
To apply, kindly email your cover letter, iinclude your work schedule preference and resume to ************* and note CSR in the subject line. Please also indicate your work schedule option. EOE/M/F/D/V
**We review all applications and contact qualified candidates via email for further consideration.**
Customer Service Representative
Customer Service Assistant Job In Woodbridge, VA
Customer Service Representative
$18-20 Hourly Based On Experience
Looking to HIRE RIGHT AWAY!!
Part Time Hours (16-24 Hours Weekly)
Shifts:
Monday-Friday: 9am-6pm
Saturday: 11am-6pm
Must Haves:
Self-sufficient - Will be opening and closing by themselves
Basic computer skills to enter shipping/tracking information
Customer Service experience
Organized, reliable, & meet deadlines
Strong written and verbal communication skills
Day to Day:
This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.
Customer Service Representative
Customer Service Assistant Job In Richmond, VA
*****You MUST live in the Richmond, VA area******
The ideal candidate loves talking to people and proactively solving issues.
The company is a family owned company with a strong belief in work/life balance and they value a collaborative team culture.
This is a Hybrid Role. After training, you will work Mondays and Fridays from home and be in the office Tuesdays-Thursdays.
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
Live in the Greater Richmond, VA Area
Have a Bachelor's Degree
At least 1 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Customer Service Representative
Customer Service Assistant Job In Danville, VA
This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Sr. Customer Service Representative is knowledgeable of features of products and services to drive that exceptional customer experience.
Principal Accountabilities/Key Activities:
Identifies and responds to customer's needs in a timely and efficient manner
Builds internal and external relationships
Ensures customer confidentiality and private information is maintained
Provides guidance to other staff members
Interviews customers and process applications, making recommendations for product and services approval
Processes payments, verifies cash, endorsements, issues receipts, ACH, etc.
Prepares and present assigned daily marketing offers
Responsible for assigned collection of customer accounts
Compiles and maintains records of all daily assigned tasks
Education, Qualifications/Experience:
High School Diploma or equivalent
Minimum of 3 years previous Customer Service experience
Ability to meet current Licensing requirements of various States and Federal regulators
Demonstrate the ability to analyze relevant information and apply individual judgment
Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
Ability to maintain confidential business and personal information
Action and result focused
Strong communication skills (verbal / written / interpersonal)
Proficient with MS Office Suite products
Must possess a valid driver's license and the ability to operate an automobile
Preferred experience:
Previous experience in the financial field
Compensation:
$30,000- $32,000 annually (depending on experience)
Schedule:
Mon 8-5:30
Tue 8:30 - 5:30
Wed 8-1:30
Thurs & Fri 8:30-5:30
You will alternate the 5 Saturdays they work from 8:30-12:30
Client Service Specialist
Customer Service Assistant Job In Alexandria, VA
Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand.
You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative.
Responsibilities:
Direct client contact - answer questions about accounts, etc.
Coordinate all schedule logistics for prospects & clients as they meet with advisors
Prepare and process new account paperwork
Process service requests for clients
Prepare correspondence
Maintain client files
Conduct client outreach
Prepare/process paperwork, service requests, and back-office support as needed
Work with team to ensure client experience
Complete various projects and administrative functions, as assigned
Thorough follow-thru on all tasks assigned
Assist with client events, as needed
Ability to travel to assist other locations, as needed
Other duties as assigned
Required Qualifications:
Financial services experience; LPL preferred
Outstanding organizational and time management skills
Ability to proactively assess situations and work/think independently
Experience working with a Customer Relationship Management (CRM) system - preferably SalesForce
Excellent phone skills
Computer literate
Excellent written and verbal communication skills
College degree or equivalent experience preferred
Military experience a plus
Full time in office position located in Alexandria, VA
Hours are 8:30 AM - 5:00 PM Monday-Friday
Customer Service Representative I
Customer Service Assistant Job In Harrisonburg, VA
City/State Harrisonburg, VA Work Shift First (Days) (United States of America) Sentara Health-Rockingham Memorial Hospital, located in Harrisonburg, VA, is hiring a Customer Service Representative - Full Time Day schedule. Primarily responsible for handling incoming calls to effectively address eligibility, claim, and payment issues. May be required to provide off-phone assistance to customers and department leadership. Ability to work in a fast-paced environment to assist callers and update billing information, establish payment plans, screen callers for financial assistance, and resolve charge and payment inquiries.
Ability to work in a fast-paced contact center handling incoming calls pertaining to payment resolution and patient inquiries. Must possess good listening skills and be able to communicate verbally with callers in a clear, concise, and professional manner.
Required Experience:
1 year Healthcare Work Experience
High School Diploma
Sentara RMH Medical Center, a Magnet designated hospital located in Harrisonburg VA, serves a seven-county area with a population of 218,000 residents. The 238-bed community hospital partnered with the Sentara Healthcare system in May of 2011. Sentara RMH features the RMH Hahn Cancer Center, a state-of-the-art center equipped with the latest cancer fighting technologies available in the nation.
Benefits: Sentara offers an attractive array of full-time benefits to include Medical, Dental, Vision, Paid Time Off, Sick, Tuition Reimbursement, a 401k/403B, 401a, Performance Plus Bonus, Career Advancement Opportunities, Work Perks and more.Our success is supported by a family-friendly culture that encourages community involvement and creates unlimited opportunities for development and growth.
Be a part of an excellent healthcare organization that cares about our People, Quality, Patient Safety, Service, and Integrity. Join a team that has a mission to improve health every day and a vision to be the healthcare choice of the communities that we serve!
Talroo-Allied Health, call center, customer service, billing, insurance
Job Summary
Primarily responsible for handling incoming calls to effectively address eligibility, claim, and payment issues or patient scheduling, referral issues. May be required to provide off-phone assistance to customers and department leadership. Ability to work in a fast-paced environment to assist callers and update billing information, establish payment plans, screen callers for financial assistance, and resolve charge and payment inquiries.
Ability to work in a fast-paced contact center handling incoming calls pertaining to payment resolution and patient inquiries. Must possess good listening skills and be able to communicate verbally with callers in a clear, concise, and professional manner.
A total of one year of experience across one or more of the following areas: healthcare setting billing or resolving insurance accounts receivable, adjudicating insurance claims, pre-registering or registering patients for healthcare services, handling inbound calls in a customer service call center, or providing customer service to the general public in a non-healthcare setting. A healthcare certification from an accredited program or an Associate or Bachelor degree may be substituted for one year of experience.
Qualifications:
HS - High School Grad or Equivalent (Required)
Healthcare
Skills
Active Learning, Active Listening, Communication, Coordination, Mathematics, Reading Comprehension, Service Orientation, Social Perceptiveness, Speaking, Technology/Computer, Time Management, Writing
Sentara Healthcare prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves.
Per Clinical Laboratory Improvement Amendments (CLIA), some clinical environments require proof of education; these regulations are posted at ecfr.gov for further information. In an effort to expedite this verification requirement, we encourage you to upload your diploma or transcript at time of application.
In support of our mission “to improve health every day,” this is a tobacco-free environment.
Customer Service Representative
Customer Service Assistant Job In Roanoke, VA
Roles and Responsibilities:
Processes order receipts efficiently, prioritizing timely order processing and outstanding customer interactions and relationships. Registers and processes customer orders in the ERP system received via electronic mail, phone or through other contact parties with the customer. Ensures order processing is handled correctly in full, and within 24 hours.
Supports the order to cash process and collaborates with third party collection agency to resolve collection issues with customers.
Initiates and tracks PMMT (new product set up and color) requests. Escalates PMMT's as required and follows up on urgent requirements
Raises issues in delivery and/or invoice process with concerned parties
Tracks status of orders and expedites through the system when necessary by coordinating with Planners and Logistics.
Acts as first level contact with customer for answers to questions and in attempting to resolve complaints.
Finds solutions for customer needs (e.g. additional and/or alternative products) through advanced customer, market, product and specification knowledge.
Provides price quotations to direct accounts and for non-standard pricing within 24 hours
Makes proposals for improvements to work processes.
Enters customer complaints.Coordinates resolution and initiates credits or RMA's when applicable.
Initiate, and investigate, corrective actions and determine root cause on any Customer Service-related issues.Resolves complaints appropriately through RMA or credit process. Initiates necessary changes to CS processes to reduce/eliminate CS caused complaints.
Support enhancements to training programs for customer service-related process by offering suggestions to CS Supervisor.
Supports the training of new Customer Service team members
Completes registering / filing / archiving of customer service-related documentation.
Assures cooperation between customer service and field force regarding administration of customers' orders.
Adheres to all applicable corporate as well as site policies/procedures with regards to personal conduct/HS&E standards and acts in compliance with all regulations.
Runs ad-hoc reports regarding customer usage and history when required
Delivers custom information on high profile accounts as required
List the minimum required qualifications for the job in the following order: education, experience, knowledge, skills, and abilities. Qualifications must be directly linked to the level of responsibilities.
High School diploma or GED, required
Associate's or Bachelor's degree, preferred
4 - 5 years of experience with SAP preferred
Ability to read, comprehend and follow safety instructions and safety guidelines
Must be able to work independently
Ability to multi-task and balance priorities
Ability to interact effectively with internal and external customers
Must have knowledge of basic computer skills and have the ability to use Excel, Word, SAP and able to adapt to software applications.
Must be able to use calculator, telephone, typewriter/keyboard and various office machines on a daily basis
Must be able to communicate both in person and on the telephone, enter information on the computer and read various instructions given to them
Service Supervisor/Manager
Customer Service Assistant Job In Williamsburg, VA
About Us:
Cox Powell Corporation is a highly regarded Mechanical Contractor serving Hampton Roads near the scenic Chesapeake Bay. We are currently seeking a Field Operations Supervisor to join our dynamic team. As the Field Operations Supervisor, you will play a pivotal role in overseeing HVAC projects and service operations. If you have hands-on experience with rooftop units, VRF systems, boilers, and cooling towers, and are passionate about delivering top-notch HVAC solutions, we want to hear from you.
Field Operations Supervisor--We are looking for an employee that can handle multiple tasks within our HVAC Service Division. Knowledge of Roof top units 5 to 100 ton, VRF systems, boilers, gas heaters, cooling towers, chillers, pumps, storage tanks, light controls knowledge.
Strong communication skills
Knowledge of HVAC service work
Meet tech on site to review scope of work to be performed for Service repairs
Pick up material for PM or projects in their travels during the day if needed
Perform Quality Control of Maintenance and service related work
Perform service repairs in times of need.
Assure that PM sites are kept clean and tidy
Check labor spent on PM's of quoted hours
Provide goals and expectations with techs on PM's
Help trouble shoot service repairs when needed
Aid in training of younger Tech's and apprentices
Aid when needed completing jobs/projects
Aid at times with controls Division
Perform inspections of work that has been completed Q/C service and projects
Meet inspectors on site as needed
Assist Managers with job safety.
Must have organizational skills, good drivers record, and can-do attitude.
Conditions
Must be a TEAM player and good leadership skills
Able to climb on ladders and work from heights safely
Ability to perform physical activities including standing, sitting, kneeling/squatting.
Able to lift 75 lbs. as required
Efficient and organized
Able & willing to work extended hours and overtime if required. Hourly position overtime after 40 hours worked /week.
Must pass a Criminal background check and substance abuse screening,
Benefits:
Company Sponsored comprehensive Health & Dental
100% company paid life insurance
Vision, legal, Short Term Disability & various other group plan options
Flexible Spending Option
401K participation with company match
Paid Vacation & Holidays
Company logo uniforms
Annual Shoe Allowance
Company Cell phone
Company Truck with gas card
Cox-Powell Corporation IS AN EQUAL OPPORTUNITY EMPLOYER
Cox-Powell Corporation is proud to be an equal-opportunity employer. If you're ready to make an impact in the HVAC industry and be a part of our growing team, apply today!