Service Advisor - Truck Care
Customer Service Associate Job 20 miles from Grand Prairie
Benefits:
* Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) - 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring Immediately
Welcome to Love's!
Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager. We are seeking a customer-oriented Service Advisor to be the primary contact between customers and the sales department.
FUNCTIONS:
Maintain a safe and clean facility.
Greet customers, address vehicle service needs, and document issues.
Provide detailed repair cost estimates, sales promotions, obtain necessary approvals and payments.
Keep customers updated on vehicle status and provide comprehensive explanations of completed work. Handle customer complaints and resolve concerns.
EXPERIENCE:
Experience: 6 months in customer service or sales preferred.
Requirements: Valid driver's license with clean safety record, pass drug screening and medical exam as per regulations.
SKILLS AND DEMANDS:
Excellent communication and interpersonal skills with a customer satisfaction focus.
Exceptional customer service, positive rapport building, expert salesmanship, and ensuring satisfaction by managing operations and employee-vehicle deployment.
Strong organizational and multitasking abilities with attention to detail.
Effective teamwork skills.
Physical Demands: Regular talking and hearing. Active involvement requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing. Frequent lifting/moving of items over 75 pounds.
Our Culture
Come see why Love's Travel Stops and Country Stores was recognized by Indeed as the winner of the Better Work Award in 2023.
Love's Travel Stops and Country Stores is an Equal Opportunity Employer. Veterans encouraged to apply.
Love's has been fueling customers' journeys since 1964. Innovation and perseverance continue to lead the way for the family-owned and -operated business headquartered in Oklahoma City with more than 40,000 team members in North America and Europe. The company's core business is travel stops and convenience stores with more than 630 locations in 42 states. Love's continues its commitment to offer products and services that provide value for professional drivers, fleets, four-wheel customers, RVers, alternative fuel and wholesale fuel customers. Giving back to communities Love's serves and maintaining an inclusive and diverse workplace are hallmarks of the company's award-winning culture.
The Love's Family of Companies includes:
Gemini Motor Transport, one of the industry's safest trucking fleets.
Speedco and Love's Truck Care, the largest oil change and preventive maintenance and total truck care network.
Musket, a rapidly growing, Houston-based commodities supplier and trader.
Trillium, a Houston-based alternative fuels expert.
TVC Pro-driver, a commercial driver's license (CDL) protection subscription service.
Estate Service Specialist
Customer Service Associate Job 6 miles from Grand Prairie
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients' lives. You will report to the Estate Planning Team Leader.
The Day-to-Day:
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
You will manage daily calls with clients and internal partners
Your Qualifications:
5+ years of experience working in the trust/estate planning field
Experience working on complex estates with an understanding of trusts
Experience handling sensitive materials and information
Experience building credibility and trust in a short amount of time
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Service Advisor/Sales
Customer Service Associate Job 12 miles from Grand Prairie
If you are passionate about providing exceptional customer service and have a strong interest in the automotive industry, we encourage you to apply for the Sales and Service Advisor position at Overseas Service Haus . Join our team and help us drive customer satisfaction to new heights!
Overseas Service Haus has delivered fast and easy service for over 10 years. We proudly serve the greater Dallas & Fort Worth areas and provide great service on an array of automotive services, optimizing performance utilizing proven processes inside of a systematic approach to automotive repair.
The Service Advisor is responsible for selling and promoting all products and services offered by Overseas Service Haus by following the company's store standards and expectations.
Compensation: $45,000/Yr to $60,000/Yr.
Benefits:
Closed Sundays
Competitive Bi-Weekly Pay
Tuition Reimbursement
Paid Vacation and Sick Time
6 Paid Holidays
Medical, Dental and Vision Insurance (Effective 1st of the Month after Hire)
Life Insurance (Company paid)
401(k) Retirement Savings Plan with Company Match
Discounted Services on Personal and Immediate Family Vehicles
Opportunity for Advancement!!!
Principal Duties and Responsibilities:
Promptly greet customers in a professional and courteous manner both in person and on the telephone using the Company's standardized customer service techniques.
Listen to and thoroughly document customer's concerns; inspect vehicle and refer to service history to accurately identify and verify customer's service needs.
Recommend services according to appropriate level of knowledge. Clearly communicate any additional recommendations from the Automotive Technician to the customer so that they can make an informed decision. Properly document all recommendations in customer file.
Promote the sales of appropriate services, parts, and accessories by demonstrating an understanding of the product and associated service requirements.
Provide customer with an accurate quote that includes cost and time of completion for the services approved by the customer. Provide customer with updates throughout the day on the status of their services.
Follow proper procedures when cashing out a customer's ticket to include a review of the completed multi-point inspection and explanation of applicable warranties.
Conduct post repair and declined services follow up phone calls to ensure customer satisfaction for all individual customers.
Track all new returns, core returns and warranty parts for individual customers
Other duties as assigned
Qualifications:
High School Diploma or equivalent
Prior experience as a Service Advisor is highly preferred, but not required
Professional appearance and proven ability to work in a process driven environment
Possess valid driver's license, or obtain a valid driver's license within 30 days of hire date
Ability to work a minimum of five days, including Saturdays
Sun Auto Tire & Service provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Customer Development Representative-Waco, TX
Customer Service Associate Job 36 miles from Grand Prairie
Join us for our Upcoming Hiring Event!
Wednesday, December 11, 2024
8:00 AM - 4:00 PM
Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase existing account sales in a dedicated market territory. As a Customer Development Representative, you will leverage warm relationships with existing customers to increase overall organic growth and profitability by selling additional products and services.
A Career with UniFirst Offers:
Training: With the most in-depth training platform in the industry, our employees get top quality skills training designed to enhance their performance and assist them with their career potential and advancement.
Career Mobility: We're a growing company offering significant avenues for personal development and growth, and providing for continued career progression. Some companies like to promote from within, we love to!
Technology: UniFirst's many cutting edge sales tools and innovative programs are designed with one purpose in mind - to help you succeed.
Family Culture: Our unique family-like culture is what makes UniFirst an organization that stands out from the rest.
Diversity: At UniFirst, you'll find an environment packed with different cultures, personalities, and backgrounds because we know it takes many kinds of people to make us successful.
Responsibilities of the Customer Development Representative:
Assist existing clients by identifying opportunities and leveraging their current partnership with UniFirst by offering additional services, products and solutions
Work with the Customer Service team to develop strategies to further develop our market share
Conduct presentation meetings with potential clients as needed
Each Customer Development Representative will be responsible for achieving 80 activities per week, including 8 Facility Needs Analysis meetings, 3 presentations and 1 sale
UniFirst offers the Benefits you need to excel as a Customer Development Representative:
Competitive base salary
Incentives based on monthly sales
Uncapped monthly commissions
Protected territory
Industry-leading sales training
Vehicle Mileage and cell phone reimbursement
Cutting edge sales tools, including a data management device with CRM software
Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP), disability coverage, vacation, sick time, paid holidays, tuition reimbursement, 30% employee discounts, and more
Qualifications
Qualifications
High school diploma Required; Bachelor's or associate's degree preferred
Proficiency with Mobile Technology, Microsoft Office Suite, and CRM
Outside business-to-business sales or route sales experience preferred
Company Overview:
UniFirst is an international leader in the $18 billion dollar garment services industry. We currently employ 13,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's “Best Companies to Sell For” list and recognized on Forbes magazine's “Platinum 400 - Best Big Companies” list. As an 80-year old company focused on annual growth, there's never been a better time to join our outside sales team.
UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Public Service Officer
Customer Service Associate Job 12 miles from Grand Prairie
Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission: the health and well-being of individuals and communities entrusted to our care. By joining Parkland, you become part of a diverse healthcare legacy that's served our community for more than 125 years. Put your skills to work with us, seek opportunities to learn and join a talented team where patient care is more than a job. It's our passion.
PRIMARY PURPOSE
Patrols, monitors, and provides simple security services consistent with departmental policy, while assisting patients, visitors, and staff to help ensure that Dallas County Hospital District's buildings, campuses and assets are safe and secure.
MINIMUM SPECIFICATIONS
Education
High School Diploma or GED.
Experience
None.
Equivalent Education and/or Experience
None.
Certification/Registration/Licensure
Must have a valid Texas Class C Driver License.
Required Tests for Placement
Employees in this job who were hired on or before 03/29/14 are exempt from requirement to take/pass the typing test and physical agility assessment.
Skills or Special Abilities - Must be able to pass typing test with a minimum of 20 words per minute, with no more than three errors.
Must successfully pass a physical agility assessment.
Must successfully pass a pre-employment polygraph test prior to employment.
Must have effective verbal and written communication skills.
Must be able to deal with the public in a tactful and diplomatic manner.
Must be able to handle stressful and possible crisis situations.
May be subject to further written and/or oral pre-assignment testing.
Responsibilities
1. Monitors traffic and limits access to restricted area(s), while following established policies and procedures.
2. Monitors high-risk patients in the Emergency room or other assigned area(s).
3. Drives an escort shuttle to and from parking lots and escorts patients in order to ensure the safe passage of the public and employees.
4. Maintains a positive working relationship with patients, visitors and staff to promote customer satisfaction while performing security assignments.
5. Provides instructions, and/or physical help, and performs other duties as needed to support a safe environment for patients, staff and visitors.
6. Patrols assigned area(s) to discover and report safety and security hazards, while adhering to established policies and procedures.
7. Ensures vehicle and pedestrian traffic moves smoothly within the campus.
8. Responds to service calls by following established policies and procedures.
9. Prepares accurate and timely reports consistent with internal practice and as required by law.
10. Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor in support of the overall goals and mission of the District.
11. Stays abreast of the latest developments, advancements and trends in the security field by attending seminars/workshops and reading professional journals. Integrates knowledge gained into current work practices.
12. Maintains knowledge of applicable rules, regulations, policies, laws, and guidelines that impact or govern the department. Develops effective internal controls that promote adherence to applicable state/federal laws. Seeks advice and guidance as necessary to ensure proper understanding.
13. Provides assistance in related areas and other assigned duties to maintain a safe and secure environment. Provides assistance in related areas and other assigned duties to maintain a safe and secure environment.
14. Responds to violent physical encounters using the appropriate force necessary to achieve a lawful objective at the same time maintaining professionalism.
15. Actively participates in Department training showing proficiency in defensive tactics, SAMA, ALERRT and other training as required by the department.
Parkland Health and Hospital System prohibits discrimination based on age (40 or over), race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, national origin, marital status, political belief, or veteran status. As part of our commitment to our patients and employees' wellness, Parkland Health is a tobacco and smoke-free campus.
Client Services Representative
Customer Service Associate Job 12 miles from Grand Prairie
Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected.
We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We're currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role.
What you will do:
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
What you will need:
Minimum 1 year experience working in a call center environment
Minimum 1 year experience working in a financial institution/industry.
Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner.
Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.
What is nice to have:
Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
Have previous broker-dealer experience
Possess a current License; ex: Series 7, 24, 65, 99, etc.
Compensation
The base annual salary range for this role is $49,000 to $52,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, licensing, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Retail Sales Associate Spanish Bilingual
Customer Service Associate Job 7 miles from Grand Prairie
When you join Verizon
You want more out of a career. A place to share your ideas freely - even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love - driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together - lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the V Team Life.
What you'll be doing...
As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Here's what you can expect:
Generate retail sales by using your passion for cutting-edge technology, and exceptional customer service to expand the Verizon network.
Learn and uncover customers' needs by creating connections and asking the right questions.
Position product insights and solution recommendations to provide customers with a complete top-down sales solution.
Close sales by using phenomenal communication skills to fulfill customer needs with simple and intuitive tech solutions.
Continuously develop yourself through ongoing training and up-skill in operational functions across merchandising and inventory.
Potential to grow your customer base by placing outbound calls and sending text messages to current Verizon customers who are interested in our products and services.
Opportunities to engage with the community outside of the store to expand your loyal customer base, including at off-site Verizon sponsored events.
Join Verizon today and be eligible for a $2,500 sign-on bonus! (subject to the terms and conditions of the award)
We're hiring immediately and this isn't your average entry-level position! Whether you're early in your career or a seasoned sales professional, join today and earn from $49,000 to $59,000 a year, which includes base pay and target individual-based commission. Planning to go above and beyond? Our commission program allows unlimited opportunity which could allow top earners to make an extra $10,000 or more per year in addition to the compensation range quoted earlier. Compensation varies by geography and performance.
Our comprehensive benefits (starting day one) and perks are designed to help you move forward in your career and in your life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered!
Best in class medical, dental, and vision
Verizon 401(k) plan with matching contributions up to 6% of eligible participant contributions to the plan, qualified student loan repayments, or a combination of both (effective January 1, 2024)
$2,500 stock grant per year, part of Verizon's Stock Together award program
Sales recognition programs that have, in the past, awarded top performers with all inclusive travel to domestic and international destinations, gifts, and other incentives
Five weeks of paid time off (vacation, holidays, personal days)
8 weeks of paid parental leave for eligible new parents (for new moms, when paired with short-term disability, this benefit provides up to 16 weeks of paid time-off)
Up to $8K per year in tuition assistance
Discounts up to 50% off on Verizon products and services
Additional employee discounts on attractions, automotive, travel and more.
Too good to be true? Hear from our Verizon Retail Team Members on what it's like to be part of a team that invests in you. From our in-person new hire experience and award-winning training programs to our inclusive culture of learning and amazing benefits, you'll be able to apply your skills while elevating your career.
What we're looking for...
You'll need to have:
High school diploma or GED.
One or more years of work experience.
Fluency in English and Spanish.
Willingness to work evenings, weekends, and holidays (you'll know your schedule four weeks in advance).
Openness to pick up additional shifts and earn more income, typically during the summer months, November through December, and/or during peak vacation periods.
Even better if you have one or more of the following:
Experience working in a commission-based environment.
Demonstrated sales experience communicating with customers to find solutions.
Customer service experience.
If Verizon and this role sound like a fit for you, we encourage you to apply even if you don't meet every “even better” qualification listed above.
After you apply…
You may be required to take an assessment. It takes about 20 minutes to complete. If you're selected to move forward, one of our recruiters will reach out to tell you more about the role and answer your questions.
Bilingual fluency in English and the following language(s) are required: SpanishWhere you'll be working In this worksite-based role, you'll work onsite at a defined location(s).Scheduled Weekly Hours40Equal Employment Opportunity
We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At Verizon, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach their potential and contribute their best. Check out our diversity and inclusion page to learn more.
Customer Service Specialist
Customer Service Associate Job 12 miles from Grand Prairie
The Customer Services specialist is a position that provides support to our Fintech and Bank services clients. They will answer client questions, assist in resolving client issues, educate clients on site processes and functionality and they will support clients with use of the company/client site.
Duties and Responsibilities
Manage client inquiries regarding account transactions, including deposits, withdrawals, while ensuring compliance and customer satisfaction.
Provide in-depth product support and research client issues.
Troubleshoot problems with applications and recommend corrective action.
Document customer information and log cases for issues
Acknowledge and maintain ownership of assigned support tickets from inception to closure
Assist with platform testing to validate configuration changes and planned enhancements prior to rollout
Work directly with clients to teach new functionality or enhancements after rollouts.
Maintain awareness of client satisfaction and escalate when and where necessary.
Optimize operations by balancing quick response times with accurate, solution-focused outcomes.
Develop and update FAQs to distill product information and customer journey insights, facilitating self-service among users.
Work closely with product teams, offering refined customer feedback to inform future product improvements.
Work on ad-hoc special projects as designated by management team
Knowledge, Skills, and Abilities
Background and/or experience in financial industry client services
Strong communication and listening skills
Ability to work well with clients
Good time management and prioritization skills
Ability to work with management for escalation items
Ability to take direction and follow procedures
Accuracy and attention to detail
Ability to rapidly learn new procedures and technologies as needed.
Skill to use a personal computer and various software packages.
Credentials and Experience
Bachelor's degree in accounting, finance or equivalent
2+ years of Customer/Client Services experience
1+ years of working in financial services field
Client Success Specialist I
Customer Service Associate Job 12 miles from Grand Prairie
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
Serve as central point of contact for ingesting client requests
Coordinate between client, advisor, and additional support teams to execute & track against client requests
Take prompt effective action to address client needs, using independent judgment and discretion
Demonstrate a proactive and action-oriented approach to handling challenging client requests without direct supervision
Support/data input for client prospecting
Schedule meetings between advisory team & clients
Input client and advisor requests into Salesforce, track completion
Retrieve and distribute client statements, tax documents, or other reports
Generate portfolio reports
Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
Complete required paperwork
Open accounts for existing clients
Understand firm's wealth management process.
Qualifications & Requirements
Bachelor's degree from an accredited institution
Minimum of 2 years' experience
Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and requests
Must be a goal-oriented team player with a ‘no job is beneath me' attitude
Community service driven and charitably minded
Able to work independently with minimal to no supervision
Enjoy being part of a team
Must be highly flexible and confidential with all client and firm matters
Competencies
Detail orientation
Service orientation
Action orientation
Communication
Responsiveness
Follow-through
Note: The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Flexible & Hybrid Work Program
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Customer Success Specialist
Customer Service Associate Job 12 miles from Grand Prairie
AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 26 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck.
WHO YOU ARE
You are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be meaningful, and you want to work with a great team who can challenge you and make work fun. You are good at multitasking with attention to detail. You want to come into the office every day (we have an awesome, brand-new office in the design district).
JOB DESCRIPTION
The Customer Success Specialist will be our 17th full-time employee, and the 3rd member of our rapidly growing Customer Success Team. The Specialist will support customers who sign up for AED Support Plans - including communication with customers, execution of our processes, maintenance of data on Accounts and AEDs, and identification of opportunities to improve.
RESPONSIBILITIES
Customer Onboardings
Take over from sales team after customers sign up for AED Support Plans.
Welcome new customers, lead onboarding meetings, ship onboarding supplies, and setup accounts / AEDs in our systems.
Follow processes in the playbook, leverage our technology, and work with Manager and CEO to improve these processes and technology over time.
Serve Customers
Establish relationships with customers, understand their needs, and proactively address their concerns to enhance customer satisfaction and retention.
Ship replacement pads, batteries and other equipment in advance of monthly AED inspections.
Respond to customer questions about AEDs and use of our App to complete AED inspections.
Manage Accounts
Support customers with changes to their service agreements.
Maintain customer data in Salesforce and QuickBooks.
Review exception reports, and ensure AEDs are compliant and ready for use.
QUALIFICATIONS
Good judgement
Experience / comfort with Microsoft product suite and web-based software
Ambition and enthusiasm
True excitement about our business
Bachelor's degree from a reputable University
Customer Service Specialist
Customer Service Associate Job 12 miles from Grand Prairie
We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism.
Customer Service Specialist Qualifications:
· Superior verbal & written communication skill-sets
· Work with a sense of urgency; demonstrate timely and thorough execution
· Upbeat & outgoing mindset with positive energy
· Interacts successfully with individuals and also teams
· Maintains fruitful customer connections
· Prior customer service or sales experience
· Interacts successfully with management as well as staff members
· Ability to work effectively independently and within a team to perform all tasks as assigned
· High school diploma or equivalent
· One year prior sales coordination or customer support experience
· Prior SAP experience is a plus
· Flexible with an ability to handle multiple tasks when priorities shift
· Must be available to work on-site in Dallas, TX
Customer Service Specialist Tasks & Duties
· Process new orders based on customer requests.
· Tracks open orders to ensure completeness in a prompt manner. Check pricing and verify availability.
· Reviews and troubleshoots customer problems
· Provide sales support
· Demonstrate solid troubleshooting skills when issues arise
· Respond to customer questions
· Maintain a reliable working knowledge of customer information
· Effectively handle a number of competing priorities.
· Handle customer inquiries, complaints, and escalations in a professional manner
· Maintain accurate and detailed records of customer interactions
· Other duties as assigned to meet operational needs
Benefits:
· Standard starting compensation is commensurate with experience
· Regular performance reviews
· Training, networking and development opportunities
· Flexible scheduling
To begin the application process, please submit your resumé.
Product Support- Customer Service Specialist
Customer Service Associate Job 12 miles from Grand Prairie
Planet Technology has partnered with a Dallas area firm to locate a customer product support representative for a contract to hire role.
This is a hybrid role and does require attendance in the office at least 1 day a month.
The Product Support Representative will be the friendly face (or voice) of our client's organization, providing exceptional service to clients and members and ensuring their satisfaction. You will be the first point of contact for clients and members, addressing their inquiries, concerns, and requests. If you thrive in a fast-paced environment and enjoy building relationships with people, then this role is for you!
Responsibilities:
Respond to customer inquiries and requests via phone, email, chat, or in person
Address product issues, including enrollment, billing, and renewals
Research and resolve customer complaints efficiently and professionally
Process customer transactions accurately and securely
Promote and explain product benefits and programs
Maintain detailed records of customer interactions
Uphold company policies and procedures
Qualifications:
Excellent communication skills (Verbal and Written)
At least three years of experience with phone and email support for products (solving problems that are not black & white - may take days to solve due to research to find answer)
External client facing
Call center environment experience
Strong problem solving skills
Customer Service/Product service experience
Critical/Analytical thinking
Reading Comprehension
Interested candidates can apply directly to this link or send a resume to Samantha Clements (*******************************)
P&C Insurance Service Specialist
Customer Service Associate Job 12 miles from Grand Prairie
Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Customer Success Representative Job Responsibilities:
• Answers a high volume of phone calls daily.
• Processes changes to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.
Ideal candidates will possess the following:
• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow-through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.
Sales & Service Advisor
Customer Service Associate Job 16 miles from Grand Prairie
If you are passionate about providing exceptional customer service and have a strong interest in the automotive industry, we encourage you to apply for the Sales and Service Advisor position at Driver's Edge. Join our team and help us drive customer satisfaction to new heights!
Driver's Edge Auto Repair has delivered fast and easy service for over 10 years. We proudly serve the greater Dallas & Fort Worth areas and provide great service on an array of automotive services, optimizing performance utilizing proven processes inside of a systematic approach to automotive repair.
The Service Advisor is responsible for selling and promoting all products and services offered by Driver's Edge by following the company's store standards and expectations.
Compensation: $45,000/Yr to $60,000/Yr.
Benefits:
Closed Sundays
Competitive Bi-Weekly Pay
Tuition Reimbursement
Paid Vacation and Sick Time
6 Paid Holidays
Medical, Dental and Vision Insurance (Effective 1st of the Month after Hire)
Life Insurance (Company paid)
401(k) Retirement Savings Plan with Company Match
Discounted Services on Personal and Immediate Family Vehicles
Opportunity for Advancement!!!
Principal Duties and Responsibilities:
Promptly greet customers in a professional and courteous manner both in person and on the telephone using the Company's standardized customer service techniques.
Listen to and thoroughly document customer's concerns; inspect vehicle and refer to service history to accurately identify and verify customer's service needs.
Recommend services according to appropriate level of knowledge. Clearly communicate any additional recommendations from the Automotive Technician to the customer so that they can make an informed decision. Properly document all recommendations in customer file.
Promote the sales of appropriate services, parts, and accessories by demonstrating an understanding of the product and associated service requirements.
Provide customer with an accurate quote that includes cost and time of completion for the services approved by the customer. Provide customer with updates throughout the day on the status of their services.
Follow proper procedures when cashing out a customer's ticket to include a review of the completed multi-point inspection and explanation of applicable warranties.
Conduct post repair and declined services follow up phone calls to ensure customer satisfaction for all individual customers.
Track all new returns, core returns and warranty parts for individual customers
Other duties as assigned
Qualifications:
High School Diploma or equivalent
Prior experience as a Service Advisor is highly preferred, but not required
Professional appearance and proven ability to work in a process driven environment
Possess valid driver's license, or obtain a valid driver's license within 30 days of hire date
Ability to work a minimum of five days, including Saturdays
Sun Auto Tire & Service provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Customer Service Representative
Customer Service Associate Job 6 miles from Grand Prairie
Days: Monday-Friday
Time: 9:00AM-6:00PM
Pay: $17.00
Must be Bilingual (English & Spanish)
Temp to Hire
E- Verify
Role Description
The Customer Service Representative will be responsible for handling customer queries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience on a day-to-day basis.
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
Customer Service Representatives and Customer Support skills
Customer Satisfaction and Customer Experience expertise
Strong communication and interpersonal skills
Ability to multitask and prioritize tasks effectively
Problem-solving and conflict resolution abilities
Experience in a similar role is a plus
Send Resumes to Arlington@cpoftexas.com
Customer Service Representative
Customer Service Associate Job 20 miles from Grand Prairie
TITLE: Customer Service Representative
TERM: Contract to Hire
HOURS: Mon-Fri - 8:00-5:00 pm
HOURLY RATE: $18.00-$24.00/hour (depending on experience
REFERRAL BONUS: $500
Qualifications
TX P & C License
At least 1-year recent customer service experience
Job Description:
Will be servicing existing customers via phone for renewals, cancellations, adding and deleting vehicles, adding lienholders.
Customer Service Representative
Customer Service Associate Job 12 miles from Grand Prairie
We are looking for a qualified customer service representative (CSR) to join our team. You will provide support to our business development representatives and respond to customer and prospect queries. The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary.
Our ideal candidate is an experienced professional with knowledge of sales and customer service best practices. You should also be able to interpret sales metrics and be goal-oriented. We expect you to perform well in a team environment and have exceptional people skills.
Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations. This position does not involve cold calling but does involve communication with warm leads. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Office address: 11133 Shady Trail, Dallas, TX 75229
Responsibilities
Manage large amounts of incoming phone calls
Generate sales leads
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/customer service team sales targets and call handling quotas
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Take the extra mile to engage customers
Aid with mail room operations such as packaging, shipping and receiving mail
Assist with walk in fingerprinting servicing clients
and other duties as assigned.
Requirements and Skills
Proven work experience as a customer service rep or sales support associate
Proficiency with MS Office Suite, particularly MS Excel
In-depth understanding of sales principles and customer service practices
Excellent communication skills
Analytical and multitasking skills
Teamwork and motivational skills
Job Type: Full-time
Pay: $16.00 - $18.00 per hour
Schedule: Monday-Friday 9:00am-5:30pm
Location: In Person - required.
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Route Service Representative - DFW
Customer Service Associate Job 7 miles from Grand Prairie
Watermill Express is the national leader in refill kiosks that provide affordable, sustainable, safe drinking water and ice in a convenient drive-up format.
As a Route Service Representative you will be assigned a company vehicle to use for your assigned route. Your basic job duties include safely driving to each refill kiosk, performing daily routine cleaning, basic maintenance, repair, and trouble-shooting of our purified water and water and ice units.
This position works independently and you must take pride in your work.
You are eligible for:
Company Vehicle. Drive home daily
Starting hourly rate is $16.00
No Cost Employee Only Medical + $900 employer paid Health Savings Account
Dental and Vision plans
401(k) and Roth with Immediate Company Match and Vesting
8 days of accrued Paid Time Off the first year. Accrue up to 26 days per year.
Paid Holidays
Duties and Responsibilities for the Position
Follow safety guidelines and act in safe manner
Clean and sanitize outside vending areas
Verify component functionality
Drive company vehicle to company locations/units throughout assigned area*
Perform basic maintenance, repair, and trouble-shooting of units
Collect water samples
Other duties as assigned
Qualifications, Requirements, Basic Skills and Abilities
Team player with positive attitude
Problem solver
Troubleshooter
Mechanically inclined
Use and maintain hand tools
Detail/task oriented
Ability to work independently
Ability to work required schedule
Clean motor vehicle record and current valid driver's license
Minimum Physical Requirements Include
Ability to lift 50 pounds
Capable of climbing ladders, walking, standing, stooping and bending
Ability to work safely in limited space inside water/water-ice kiosk
Ability to work in heat and cold
Ability to safely operate a motor vehicle
Ability to work overtime including some weekend or evening work
Required Education and Preferred Experience
Prior experience working with hand tools is desirable
Maintenance experience or previous training preferred
*This position is considered safety sensitive due to the essential requirement of operating a company vehicle on public roadways
Job Type: Full-time
Right to Work/E-Verify
Powered by JazzHR
Compensation details: 16-16 Hourly Wage
PI1bf50ab7c5d7-26***********9
Customer Service Representative
Customer Service Associate Job 15 miles from Grand Prairie
Cavnar Insurance is an Independent Insurance Agency offering Personal and Business Insurance as well as Professional, and Life products. We prioritize maintaining the highest ethical standards and credibility with our clients, carriers, and the public.
Role Description
This is a part-time Hybrid role for a Customer Service Representative at Cavnar Insurance. The Customer Service Representative will be responsible for providing support and ensuring customer satisfaction through exceptional customer service and experiences.
Qualifications
Customer Service Representatives, Customer Support, and Customer Satisfaction skills
Customer Experience skills
Excellent interpersonal and communication skills
Ability to problem-solve and handle customer inquiries effectively
Proficiency in CRM software and Microsoft Office suite, EZLYNX
Strong attention to detail and organizational skills
Prior experience in a customer service role is a plus
High school diploma or equivalent required
Customer Success Representative
Customer Service Associate Job 20 miles from Grand Prairie
Our client in Fort Worth, Texas, has an immediate need for an Customer Success Representative on a 3 month contract basis.
Company Profile:
Medical Industry
Tenured team
ASAP Need
Customer Success Representative Role:
The Customer Success Representative will provide support, guidance, and expertise to achieve business goals while ensuring customer satisfaction.
Serve as the primary point of contact for customers and accounts, handling order processing, invoicing, and resolving problem tickets.
Assist with EDI data entry for complaints, orders, errors, account inquiries, billing, and cancellations.
Process purchase order confirmations, advanced ship notifications, and invoicing for all EDI transactions.
Handle inbound and outbound calls with wholesalers, distributors, consumers, business customers, and Account Managers.
Process orders received via fax, EDI, and email in the Microsoft Dynamics GP system.
Set up new customer accounts in GP once approved by the Customer Service Manager and upon receipt of the first order.
Process incoming problem tickets from distributors and direct customers, analyzing and resolving issues.
Manage conference and tradeshow orders, sample requests, and literature orders for Account Managers.
Collaborate with Account Managers to provide necessary information and updates.
Resolve customer inquiries related to orders, order tracking, product details, and pricing.
Act as a liaison between suppliers and distributors as needed.
Customer Success Representative Background Profile:
High School Diploma/GED required
Minimum 2+ years customer service experience
Strong attention to detail
Excellent problem solving skills
Data Processing, analyzing information; good with numbers
Pleasant telephone voice/manner
Excellent verbal and written communication
Ability to compose correspondence, proficient in Word
Highly motivated, a team player with excellent interpersonal skills
Ability to multi-task and manage stress
Willingness to learn
Features and Benefits while On Contract:
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate Benefits tab.
Features and Benefits of Client:
Medical, Dental
Vision, PTO
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.