Customer Service Coordinator.
Customer service associate job in East Longmeadow, MA
Ultimate Staffing is seeking a detail-oriented and customer-focused Customer Service Coordinator for a well-established manufacturer in Northampton, MA. The ideal candidate will bring excellent communication skills, exceptional organizational abilities, and a proactive attitude to ensure outstanding customer experiences. You will be working with business customers to help them fill their orders and answer any questions and review contracts.
Customer Service Coordinator
Location: East Longmeadow MA
Position Type: Temp to Hire
Company: Ultimate Staffing
Hours: 8:30am - 5:00pm Onsite
Pay Range: $19.00 - $23.00 per hour (depending on experience)
Key Responsibilities
Customer Service:
Serve as the first point of contact for customer calls and emails
Respond to inquiries, process phone orders, and provide general support for order status, product information, and documentation requests
Research and resolve missing shipment issues and provide updates to customers
Collaborate with other team members to ensure prompt and professional service
Provide backup support for receptionist and administrative tasks as needed
Review incoming orders for accuracy and completeness
Coordinate with the Sales team on pricing, special requests, and order details
Process and enter orders into the company system with precision
Verify credit status, assist customers with payment processing, and maintain order documentation
Coordinate shipping logistics with the operations team to ensure timely delivery
Prepare and review order batches for accuracy prior to scheduling
Support team projects and administrative needs as assigned
Maintain organized digital and physical records in company systems
Qualifications
Education:
Bachelor's Degree in a related field or equivalent work experience
Experience:
Minimum of three (3) years of office and customer service experience
Background in order entry, billing, and warranty or service processes preferred
Skills and Abilities:
Strong data entry and phone communication skills
Excellent attention to detail and accuracy
Proficiency with MS Office and Adobe Acrobat
Exceptional verbal and written communication skills
Highly organized, efficient, and able to multitask in a fast-paced environment
Spanish language proficiency a plus
Self-motivated and able to work independently and collaboratively
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Customer Service Representative
Customer service associate job in Nassau, NY
Title: Customer Service Representative
Department: Government
About Us
For more than 100 years, Jamaica Bearings Group (JBG) has built a reputation as a trusted partner in the aerospace, defense, industrial, and rail markets. As a family-owned business, we pride ourselves on combining tradition with innovation, delivering high-quality solutions while building long-standing relationships with our customers, suppliers, and employees.
Position Summary
Join our dynamic team in a full-time, in-office role where your expertise will make a real impact! As a key customer-facing professional, you will prepare and submit quotations to government and third-party clients, guiding negotiations with confidence. You'll collaborate daily with customers, suppliers, and internal team members to ensure pricing is accurate and proposals are compliant-bringing precision, professionalism, and teamwork to every interaction. This role thrives on in-person collaboration, and being in our New Hyde Park office 5 days a week is essential to building strong relationships and driving results.
Key Responsibilities
Address customers' requirements from phone, fax, mail, or EDI communications
Prepare & submit quotations to customers
Prepare cost and pricing data, Negotiate price
Review and negotiate Contract terms and conditions
Review & process customers' orders ensuring accuracy for data entry
Expedite critical orders
Source stock for critical requirements
Review & action customer open orders
Interchange parts
Obtain certifications or test reports when necessary
Initiate customer return process
Assist accounting with customer payment issues when required
Advise customers of order progress, deliveries, discrepancies, quality
Completes all other assignments that may be required by the company
Qualifications & Experience
Legal resident of USA
2-year college or technical school degree, 4 year preferred (or equivalent experience)
Proficient in English, other languages a plus
Expert in Microsoft Office applications-Outlook, Excel, One Note, and Word
High school math or better
Excellent vision, corrected and or uncorrected
Preferred
AS400 proficient-Bosanova (preferred)
Core Competencies
Communication-written, oral, phone, computer, internet
Computer literate
Ability to use normal and standard office equipment-fax, copier, phone Basic understanding of economics and business operations
E-Mail etiquette
Ability to read and understand multivariable charts and technical drawings
Understand product application
Analytical and acute problem-solving capabilities
Ability to work in a team environment as well as independently
Excellent sense of customer service
Respect and empathy for other people
Ability to listen and reason
Ability to focus on tasks and be effective in pressure situations
Goal oriented
Negotiation
Organized and detail oriented
What We Offer
Comprehensive medical, including a company sponsored option for the employee and dependents, dental, and vision plans
Life insurance with the option to buy additional insurance for the employee, spouse, and children
401K retirement plan with a company match and a company funded pension plan
Paid time off
Paid company holidays
Tuition reimbursement
Commitment to Diversity, Equity & Inclusion
At Jamaica Bearings Group, we are committed to building a diverse, equitable, and inclusive workplace. We welcome applicants from all backgrounds, experiences, and perspectives, and we are dedicated to ensuring that every team member can thrive. If you require accommodation during the application or interview process, please let us know.
How to Apply
To apply, please submit your resume and a brief cover letter outlining your experience and interest in the role via **************************.
Restaurant Team Member
Customer service associate job in Springfield, MA
Our Team Members are motivated, team oriented, friendly, dependable and driven to providing excellent guest service! A qualified candidate will serve our guests Hot and Fresh Food in a Clean and Safe environment in a Friendly and Fast manner. Previous fast food experience is preferred.
Qualifications: Stand for up to 8 hours during a shift and be able to lift 30 to 50 pounds, Requires you to use motion that entails pushing, pulling, stretching and continuous bilateral use of fingers and wrists.
Sales Correspondent - Customer Service
Customer service associate job in Westfield, MA
Provide assistance to Mestek representatives, customers, and employees while demonstrating a positive attitude. Act as a liaison between Sales Reps, Managers, customers, Technical Service, Engineering, and the Factory.
Provide assistance to Mestek representatives, customers, and employees while demonstrating a positive attitude.
Act as a liaison between Sales Reps, Managers, customers, Technical Service, Engineering, and the Factory.
Answer phone and E-mail inquiries in a timely manner
Provide information concerning Mestek products
Process incoming orders for unit accuracy, pricing, and shipping information
Enter orders into Friedman ERP system
Review information before sending to Credit/Factory
Identify and resolve inquiries from representatives/customers relating to products
Guide representatives and distributors in use of Sales Assistant Specifier
Monitor fax machines for orders
Maintain an orderly work area
Keep filing and paperwork up-to-date
Complete special projects as needed
Assist other team members when work permits
Perform similar or related duties as required or requested
Customer Consultant I
Customer service associate job in Naugatuck, CT
Job Type: Hourly, Full Time - Hybrid Schedule: Monday, Tuesday, Thursday, and Friday - 10:15a - 7:00p (Wednesdays off) Saturdays from 8a-3p
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.
As a Customer Consultant 1 you are responsible for:
The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.
Responsibilities:
Employee is required to attend work.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Keeps current on changes in technology and alternative delivery methods.
Achieve established goals for the department.
Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer.
Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.
Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up.
Receive, verify, and process through the PC customer transactions.
Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department.
Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud.
Balance daily work.
Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals.
Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations
Education and Qualifications:
A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
Bertera Nissan Entry Level Service Advisor & Customer Representative
Customer service associate job in Auburn, MA
Bertera Nissan is currently seeking a motivated and customer-focused individual to join our team as an Entry Level Service Advisor & Customer Representative. In this role, you will be responsible for assisting customers with their service needs, providing exceptional customer service, and ensuring that all vehicles are serviced in a timely and efficient manner.
Responsibilities:
- Greet customers and assist them with scheduling appointments for service
- Communicate with customers to gather information about their vehicle's service needs
- Provide estimates for service costs and recommend additional services as needed
- Coordinate with the service department to ensure that work is completed on time
- Follow up with customers to ensure their satisfaction with the service provided
- Handle customer inquiries and concerns in a professional and timely manner
- Maintain a high level of product knowledge and stay up to date on industry trends and developments
Qualifications:
- High school diploma or GED required; college degree preferred
- Previous customer service experience preferred
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and multitask effectively
- Excellent organizational and time management skills
- Basic computer skills and familiarity with automotive service software
- Willingness to learn and grow within the automotive industry
This position offers a competitive salary ranging from $54k to $65k, depending on experience, as well as benefits such as health insurance, paid time off, and opportunities for advancement within the company. If you are a motivated and customer-oriented individual looking to start a career in the automotive industry, we would love to hear from you. Apply today to join the Bertera Nissan team!
Field Service Professional - Hartford, CT
Customer service associate job in Hartford, CT
Welcome to the intersection of energy and home services. At NRG, we're driven by our passion to create a smarter, cleaner and more connected future. Vivint Smart Home, an NRG owned company, is a leading smart home company in the United States, dedicated to redefining the home experience with intelligent products and services. We find purpose in proactively protecting and keeping our customers connected to home, no matter where they are. Join the Smart Home team to create smarter, safer and more sustainable homes.
We are adding to our Field Service Technician team and looking for motivated, customer-focused, coachable individuals who have a knack for technology and sales.
**Why Join Our Technician Team?**
+ Competitive hourly base plus uncapped commission
+ Comprehensive paid training & Ongoing coaching and support
+ Company take-home vehicle and gas card
+ Cell phone and work tablet
+ We provide all tools necessary to perform the job - We'll ship everything to you directly!
+ 4/10 work schedule with home dispatch (clock in and out from your driveway each day). We pay for your drive time to/from and in-between appointments!
**Why Join Vivint?**
+ Ten paid holidays
+ Two weeks paid time off
+ Employee pricing on smart home products
+ Medical/Dental/Vision/Life coverage
+ 401(k) plan with matching
+ Career development and leadership opportunities
+ Fast Company's list of the World's 50 Most Innovative Companies, Forbes named us one of America's Best Employers and a Best Employer for Diversity
**A Day in the Life:**
As part of our Field Service Technician team, you'll provide expert-level installation and services of cutting-edge technology. As a technician, you will have the opportunity to maximize your earning potential by leveraging service and installation appointments into leads and additional revenue. Customers will rely on you to act with honesty and integrity as you offer what they have been looking for - peace of mind.
**Who we're looking for:**
Our technician team is made up of a wide variety of backgrounds and experience levels. We believe in investing in our employees and providing comprehensive training and support. So, whether you're an experienced Field Technician, a sales rep looking for a change, or just a motivated, coachable individual, we want to speak with you!
+ Exceptional customer service skills
+ Sales experience - car sales, retail sales, insurance sales, B2C sales, call center experience
+ Field technician experience - cable installation, internet Installation, pest control, lawn maintenance, construction, solar technician
+ Clean driving record and valid license
+ Someone who thrives in a team environment as well as independently
**Minimal Requirements:**
+ Candidates must live within a 20-mile radius of the city
**Physical demands of the job:**
+ Lift and carry up to 45 lbs.
+ Climb ladders up to 14 feet
+ Work in attics and other limited-space areas
+ Bend, kneel, crouch, and stand for extended periods
Safety culture is strong at Vivint. Field service technicians will conduct a safety analysis of every home to assure a safe workplace for the technician and the customers.
The base hourly range for this position is: $24.01 - $26.05* *The base hourly range above represents the low and high end of the hourly range for this position. Actual pay will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition, the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ***************************************************************************
Official description on file with Talent.
Vivint, an equal opportunity employer, does not consider any protected traits (e.g., race, creed, color, religion, gender, national origin, non-job-related disability, age, or any other protected trait) when hiring-under federal, state, and local laws. We are a drug-free environment. We do not conduct pre-employment drug screening; however, we do conduct random drug testing on site.
Customer Service/Rental Agent
Customer service associate job in West Springfield Town, MA
We are seeking a dedicated Rental Agent to join our dynamic team. In this role, you will be responsible for facilitating rental transactions, providing exceptional customer service, and managing inventory effectively. Your contributions will play a crucial role in ensuring customer satisfaction and maintaining the integrity of our rental offerings. The ideal candidate will possess strong sales acumen and excellent communication skills, enabling them to thrive in a fast-paced environment.
Responsibilities
Assist customers in selecting rental products that meet their needs and preferences.
Conduct property showings and provide detailed information about rental terms and conditions.
Manage inventory control by tracking available units and ensuring accurate records.
Engage in outside sales activities to promote rental services and expand the customer base.
Maintain effective communication with clients through phone etiquette and public speaking skills.
Perform administrative tasks including data entry, documentation, and reporting using Microsoft Word and Excel.
Negotiate rental agreements while ensuring compliance with company policies.
Provide exceptional customer service by addressing inquiries and resolving issues promptly.
Collaborate with marketing teams to develop promotional strategies for rental offerings.
Maintain organized records of transactions, customer interactions, and inventory status.
Experience
A minimum of 2 years of experience in sales or customer service roles, preferably within the rental or retail industry.
Clean driving record and a willingness to drive rental vehicles short distances from lot to front of building for customers
Excellent verbal and written communication skills; bilingual or multilingual abilities are a plus.
Familiarity with retail math concepts to assist in pricing and inventory management.
Demonstrated negotiation skills with a focus on achieving mutually beneficial outcomes.
Previous experience in administrative functions is highly desirable. If you are enthusiastic about providing outstanding service and possess the skills necessary to excel as a Rental Agent, we encourage you to apply today! Join us in delivering exceptional rental experiences to our valued customers.
Customer Sales & Serv Rep
Customer service associate job in South Windsor, CT
Want to use your customer service skills to solve real world problems?
Want to free up your weekends & evenings and instead work Monday through Friday?
Want to do all of this while getting paid a competitive base salary PLUS have incentive opportunities?
How about all of the above AND benefits, paid time off and even tuition reimbursement?
Customer service professionals-don't pass up this opportunity for a great career with a global industrial distribution company that allows you to do far more than just taking orders and fielding complaints. In partnership with over 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. Don't know anything about industrial distribution? THAT'S OKAY! We'll teach you.
You will provide our customers with expert assistance to a wide variety of questions and problems. Unlike most CSR roles, you will build ongoing business relationships with our customers through repeated contact and consultation. As this is a service and parts center, our ability to win and retain customers' business often depends on your ability to quickly and efficiently provide them with just the right parts and/or solutions - especially when customers are experiencing costly equipment breakdowns. You will also, on occasion, have the ability to utilize your mechanical aptitude to help solve customer problems or troublesome processes.
This is a great starting point from which to grow toward a sales or management career. Applied has a clear growth path with countless success stories of employees rising through the ranks.
Just some of the things you'll be doing on a daily basis:
Assist customers by phone and in person at our facility
Use your customer service skills and talents to clarify their needs, do research, and (after you get up to speed) recommend parts
Be focused and driven to meet / exceed monthly sales goals while increasing customer satisfaction
Process quotes, take orders and provide post-order service
REQUIREMENTS
Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations. They have strong prioritization and multitasking skill, a sense of urgency, and take pride in their verbal and written communication. Interpersonal skills and the ability to establish rapport and build solid relationships with a wide variety of customers are critical.
Specific qualifications for the role include:
6 months of customer service experience preferred
Desire to increase knowledge in industrial distribution products
Excellent telephone skills
Ability and desire to learn new systems and processes quickly
Enjoys working with computers, including basic knowledge of Microsoft Office (specifically Outlook & Excel) and comfortable with Google search engine
High school diploma or equivalent
Valid driver's license and clean driving record (MVR)
SAP / ERP experience, preferred but not required
Some knowledge of industrial distribution products and hydraulics, preferred but not required
SALARY & BENEFITS
As a Customer Service Representative with Applied Industrial Technologies, you will be part of a stable and established company with consistently strong performance and growth. At Applied, you are encouraged to take advantage of all the training the company has to offer and to bring fresh ideas to the team.
Starting Salary: Salary will be based on your experience and qualifications and added incentives will be earned based on performance.
Benefits: Here is just some of what we have to offer:
Base salary and bonus opportunities
Health, vision, and dental coverage, 401(k) w/ company match
Paid vacation, sick time, and company holidays
Tuition reimbursement
Personalized training and development program
Career development and advancement opportunities
Build a rewarding career with a global leader in industrial distribution!
#LI-SB1
Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.
Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.
Auto-ApplyCustom Service
Customer service associate job in Rocky Hill, CT
The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction.
Requires a high school diploma or equivalent and 0-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices and procedures within a particular field. Rely on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. The target is to ensure excellent service standards and maintain high customer satisfaction.
Job functions:
Open and maintain customer accounts by recording account information
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Maintain financial accounts by processing customer adjustments
Recommend potential products or services to management by collecting customer information and analyzing customer needs
Prepare product or service reports by collecting and analyzing customer information
Contribute to team effort by accomplishing related results as needed
Manage large amounts of incoming calls
Generate sales leads
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/team sales targets and call handling quotas
Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure
resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Go the extra mile to engage customers
Resolve customer complaints via phone, email, mail or social media
Use telephones to reach out to customers and verify account information
Greet customers warmly and ascertain problem or reason for calling
Cancel or upgrade accounts
Assist with placement of orders, refunds, or exchanges
Advise on company information
Take payment information and other pertinent information such as addresses and phone numbers
Place or cancel orders
Answer questions about warranties or terms of sale
Act as the company gatekeeper
Suggest solutions when a product malfunctions
Handle product recalls
Attempt to persuade customer to reconsider cancellation
Inform customer of deals and promotions
Sell products and services
Utilize computer technology to handle high call volumes
Work with customer service manager to ensure proper customer service is being delivered
Close out or open call records
Compile reports on overall customer satisfaction
Read from scripts
Handle changes in policies or renewals
Resolve customer complaints via phone, email, mail or social media
Client Success Specialist
Customer service associate job in Windsor, CT
For over a century, LIMRA and LOMA have supported the insurance and financial services industry as its largest trade association. Today, we partner with 700+ member companies worldwide to deliver insights, guide strategy, develop talent, and drive innovation. Our deep industry expertise helps organizations better understand their customers, markets, distribution channels, and competitors-enabling confident, data-driven decisions.
We believe greatness starts from within-built by individuals working toward shared goals and supporting one another. Our core values-Integrity, Customer Focus, Adaptability, Respect, and Excellence-shape how we work together and serve our members. We're committed to helping employees thrive both professionally and personally.
Are you passionate about delivering exceptional client experiences and solving complex challenges? Do you thrive in a fast-paced, tech-enabled environment where your problem-solving and communication skills make a real impact? If so, we'd love to meet you!
We're looking for a Client Success Specialist to support a suite of global talent development and compliance solutions. This role is ideal for someone who enjoys working directly with clients, supporting product rollouts, and collaborating across teams to improve processes and outcomes.
What You'll Do:
Onboard new clients and guide them through product setup and usage.
Provide tier-2 and tier-3 customer service and technical support.
Troubleshoot issues and escalate to technical teams when needed.
Deliver training and product information to internal and external stakeholders.
Maintain accurate records in CRM systems (e.g., Salesforce).
Coordinate with technical partners and contribute to service contracts and vendor relationships.
Support product rollouts and project initiatives.
Identify and implement process improvements to enhance client experience.
What You Bring:
Associate degree or equivalent experience (2-4 years in client service or support).
Strong customer service orientation and a natural inclination to help others.
Experience working with vendors and reviewing contracts.
Familiarity with CRM systems, Microsoft Office Suite, and virtual meeting platforms.
Technical troubleshooting skills across PC, Mac, and mobile environments.
Excellent communication, time management, and problem-solving abilities.
Proven ability to deliver accurate, high-quality work
Ability to work independently and collaboratively in a dynamic environment.
Bonus Points:
Experience in talent development, compliance, or education technology.
Understanding of the insurance or financial services industries.
ACS designation or similar certification.
Why Join Us?
Collaborative and mission-driven team
Opportunities for growth and learning
Flexible work environment
Meaningful work that supports professional development across industries
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Cashier/Store CSR
Customer service associate job in Hinsdale, NH
?? Now Hiring! Part-Time Cashier Sandri Hinsdale Store ??
?? Schedule: 12:00 PM 8:00 PM (34 days/week) plus Saturdays 5:30 AM 1:30 PM
Looking for a part-time role where you can stay busy, help people, and be part of a locally-owned company with real growth potential? Join the team at Sandris Hinsdale store! Were hiring a Cashier who can work with a smile, stay organized, and handle the physical pace of a busy convenience store.
?? Who We Are:
Sandri is a family-owned chain of convenience stores with 18 locations across Western Massachusetts, New Hampshire, and Vermont. We pride ourselves on maintaining clean, safe, and welcoming stores where both customers and employees feel appreciated.
?? What Youll Be Doing:
Customer Service & Sales: Greet customers, process transactions accurately, handle lottery sales, and check IDs for alcohol and tobacco purchases.
Keep It Clean: Clean restrooms, sweep/mop floors, wipe counters and pumps, empty trash, and maintain a clean and safe environment inside and outside the store.
Stock & Restock: Refill shelves and coolers, rotate products, and check in deliveries.
Stay Alert: Monitor customer needs and follow all safety and security procedures.
?? Physical Requirements:
This role is active and on your feet! You must be able to:
Stand and walk for extended periods (up to 8 hours).
Lift, carry, and move products and supplies up to 40 lbs.
Bend, reach, kneel, and climb step stools or ladders as needed.
Perform cleaning tasks using mops, brooms, and cleaning agents.
Work in coolers and freezers during restocking (brief periods).
?? Who Were Looking For:
Dependable: Shows up on time, every time.
Friendly & Attentive: Loves helping people and keeping things running smoothly.
Detail-Oriented: Can manage transactions and balances accurately.
Responsible: Follows rules for ID checks and safe practices.
Hard-Working: Takes pride in a clean, organized, and well-stocked store.
?? Perks of Working at Sandri:
?? Uniforms Provided
? Paid Time Off & Vacation (for full-time team members)
?? Growth Opportunities We love to promote from within!
Apply today and bring your energy to a company that values its people!
Compensation details: 13-14.5 Hourly Wage
PI7ddf8cb3cc25-31181-37297868
Customer Service
Customer service associate job in Rocky Hill, CT
Richelieu is a leading North American distributor, importer, and manufacturer of specialty hardware and complementary products. Our products are targeted to an extensive customer base of kitchen and bathroom cabinet, storage and closet, home furnishing and office furniture manufacturers, door and window, residential and commercial woodworkers, and hardware retailers including renovation superstores. Richelieu offers customers a broad mix of high-end products sourced from manufacturers worldwide. With over 144,000 product offerings, 112 locations in North America, and a state-of-the-art field force that passionately serves over 110,000 customers, Richelieu continues to stand in the forefront of a dynamic and ever-changing industry.
Since 1968, Richelieu has understood the significance and impact of a strong set of Core Values. Richelieu stands behind these Five Core Values that serve as the guiding principles of everything we do:
Customer Focus, Innovation, Performance, Respect/Integrity/Ethics, and Ownership.
These values are what allow us to achieve Our Mission:
to enable our customers to profitably grow their businesses through the design and creation of exceptional kitchens, closets, and storage spaces.
Our Opportunity
We are currently seeking an Customer Service Representative to join our team of professionals.
Being a member of the Richelieu team means that you are part of something bigger than just yourself. As a growing and winning international organization that places emphasis on its people and culture, its career development opportunities, and the realization that healthy living is in part achieved by the proper balance of work and home, we are excited to be a company that our employees are passionate about! More can be found out about us at Richelieu.com as well as Richelieu YouTube.
Key Responsibilities
As a critical and meaningful role within the Richelieu organization, the Customer Service Representative is primarily responsible for providing customer service support to the company by obtaining, analyzing, and verifying the accuracy of order information in a timely manner. This person will specialize in supporting our vast closet solutions. This position is also responsible for ensuring that excellent standards of service and high levels of customer satisfaction are maintained. The Customer Service Representative will report directly to the Operations Manager.
Answer phone calls from customers placing orders as well as provide sales quotes
Work closely alongside outside sales representatives with customer orders and quotes
Assist walk-in customers in the showroom with questions and order placement
Solicit new or complimentary sales for customers via phone as well as face-to-face in the showroom
Research product solutions for customers to solve field-project issues
Hours of operation are Monday to Friday, day shift only.
This position may require lifting/pushing/carrying items up to or more than 50 pounds, working around fumes, airborne particles, or toxic chemicals
What We Are Looking For
Experience providing customer service by phone or in-person, sitting at a desk for long periods of time
Knowledge, or curiosity with the ability to learn, about interior design, cabinetry, millwork, kitchen and bath design, or closets
Good general math ability; comfortable and adept at working with nprecise numbers and calculations
Excellent communication skills, maintaining a positive and professional demeanor with all customers
Thorough and committed to providing top-quality service to Richelieu customers, in accordance with our first core value: Customer Focus
Highly desired - fluency in Spanish to assist with our bilingual customers
AS400 (database) experience is preferred but not mandatory
High school graduate or equivalent required; additional college or educational courses may be helpful
Proficiency with Microsoft Office applications; must be able to effectively use Excel, Word, Outlook for daily responsibilities and tasks
Compensation and Benefits
Competitive market-based hourly pay rate
Group insurance program (medical, dental, vision, life, disability, etc.)
Employee Stock Purchase Plan with employer matching
401(K) with employer matching
Paid vacation, sick days, and holidays
Customer Service Agent (call center)
Customer service associate job in East Hartford, CT
Job Description
East Hartford, CT - Onsite Customer Service Agent | $19.36/hr
Shift: Monday to Friday, 8:00 AM to 5:00 PM (8-hour shifts) Pay Rate: $19.64 per hour Schedule: Full-time, 40 hours per week
Long term contract
Launch Your Career in a Dynamic Office Environment!
Are you ready to sharpen your skills and contribute to a vital part of business operations? This role offers an exciting opportunity to grow your professional expertise in administrative support, data management, and process optimization while working in a collaborative and fast-paced environment.
What You'll Do:
Be at the forefront of business operations by managing critical tasks like front-end duties, image and data capture, payment services, and content management for documents and transactions.
Develop and refine your administrative skills through responsibilities such as data entry, scanning, and mail sorting, ensuring efficient workflows and excellent service delivery.
Enhance your precision and speed with real-world experience in processing essential business functions.
Why Apply to This Role:
Gain valuable expertise in administrative operations and data management-skills highly sought after in a variety of industries.
Work with a supportive team that values accuracy, efficiency, and professional growth.
Build a strong foundation for future roles in office administration, operations management, or related fields.
What We're Looking For:
Typing speed of at least 35 WPM.
At least 6 months of call center experience in a fast-paced environment.
A proactive attitude and a drive to excel in a professional office
At least 6 months of recent fast-paced inbound call center experience
Client Success Specialist
Customer service associate job in Northampton, MA
We're looking for a dynamic, customer-focused professional to help onboard and support clients using our Payroll, HR, and Attendance platform! This hybrid-eligible role offers competitive pay and benefits, generous PTO, a modern and comfortable workspace, and plenty of team events.
Checkwriters is a payroll and HR services company focused on elevating every step of the customer experience. From interactions with our team to genuinely useful Payroll and HR software - we don't just provide an excellent product. We have a team of experts who care about the details and work continuously to ensure that we provide our customers with the best experience they've had with a payroll and HR provider.
Who we're looking for:
A motivated, relationship-driven individual with a passionate about helping businesses thrive. You bring honesty, reliability, and positivity to every interaction and you thrive in a fast-paced, client-facing role.
What you'll do:
Guide new and existing clients through onboarding, upgrades, and product adoption
Coordinate onboarding timelines, communications, and project milestones
Build strong, trust-based relationships with clients and internal teams
Collaborate across departments to ensure a smooth post-onboarding handoff
Communicate progress updates and anticipate potential roadblocks
Identify opportunities to improve processes and enhance our products
Support special projects as needed
What you bring:
Experience delivering exceptional client-facing service (banking, HR, payroll, or insurance a plus)
Knowledge of HRIS, Payroll, or Attendance systems
Strong presentation skills and comfort learning software
Ability to understand client needs and keep projects moving
Flexibility, organization, and attention to detail
Proficiency with Microsoft Office
A team-first mindset, strong work ethic, and positive attitude
Candidates with experience in Banking, Finance, Human Resources, or Sales are encouraged to apply!
Executive Home Care OVERNIGHT AND WEEKEND CAREGIVERS
Customer service associate job in Wallingford, CT
Benefits:
401(k)
Paid time off
Training & development
WE OFFER
Competitive Compensation: $16.35-$17.00 based on experience.
Flexible Scheduling: Agency requires four-twelve hour commitments .
Comprehensive Health Benefits: Access health insurance options.
Continuous Development: Engage in ongoing training and professional growth..
Supportive Work Environment: Thrive in a collaborative workplace.
Referral Incentives: Benefit from referral bonuses.
Consistent Assignments: Build enduring client relationships through ongoing shifts.
Meaningful Impact: Make a significant difference in the lives of individuals coping with medical conditions and age-related challenges.
QUALIFICATIONS:
High School diploma or equivalent is preferred.
Car preferred.
Companions do not require licensing
Graduated from an accredited Certified Nurses Aide program preferred
Active CNA/HHA license preferred
Adequate health status to perform described duties.
Ability to safely handle body fluids and hazardous waste products.
Must have the ability to effectively communicate with patients and staff.
Must meet personnel qualifications.
RESPONSIBILITIES AND DUTIES:
Provides direct and indirect personal care to the patient in the home setting.
Utilizes safety measures in the provision of care.
Maintains effective communication with supervisor regarding patient's condition.
Follows written assignment to deliver patient services developed by an appropriate health care professional.
Documents and submits accurate accounts of services provided.
Observes the patient for changes in condition and behavior and report to the supervisor.
Submits required documentation in a timely manner.
Adheres to the role of the Certified Nurses Aide in the home setting as defined in state regulation.
The CNA shall not change sterile dressings, irrigate body cavities such as giving an enema, irrigate a colostomy or wound, perform gastric irrigation or enteral feeding, catheterize a patient, administer medication, apply heat by any method, care for a tracheostomy tube, nor provide any personal health service which has not been included in the plan of care. Compensation: $16.35 - $18.00 per hour
Since 2004, Executive Home Care has been a critical resource for families looking for in-home care for their loved ones.
Executive Home Care provides outstanding training and benefits for the caregivers we place. The professional development of our staff is important to our clients; they want to know that their caregiver is skilled, knowledgeable, and experienced in the field.
Additionally, our caregivers enjoy attractive benefits in addition to the features of the job that make it inherently rewarding. When you put the two together, you get a winning combination that makes for a great job with incredible long-term potential.
Executive Home Care is currently hiring dedicated, compassionate people who enjoy helping others. As a professional caregiver, you will provide direct care to seniors who need a little help with everyday living.Experience in healthcare is not necessary, and all training is provided.
Explore Opportunities Near You
If you are looking for a career in a fast-growing industry and you want to improve the lives of people in your community, then we want to hear from you.
Auto-ApplyPart Time Bilingual Reservationist
Customer service associate job in East Hartford, CT
Transdev in East Hartford, Connecticut, is hiring a Reservationist to intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer:
Position Subject to Collective Bargaining Agreement:
* $20.00 (Union Collective Bargaining Agreement PayScale)
o Starting pay $20.00 with progression to $21.00 over 1 year.
Benefits include:
* Vacation: up to 14 days per year
* Paid Sick Leave: 8 hrs. monthly full-time employees/ 5 hrs. monthly part- time employees; medical, dental
& vision after 90 calendar days of employment for full-time employees, life insurance, 401k retirement
benefits, and company holidays.
Key Responsibilities:
+ Answer customer calls and input ride information using a computerized scheduling system
+ Enter new customer information and changes into the system.
+ Data entry into spreadsheets and databases.
+ Communicate late vehicle service and verifying "No Shows" with customers.
+ Must be bilingual in Spanish and English
+ Resolve service-related complaints.
+ Create daily route maps of the reservations for the drivers.
+ Other duties as required.
Qualifications:
+ High school diploma or GED required.
+ 2 years reservationist or customer service experience.
+ Computer literate
+ Excellent communication and listening skills.
+ Bilingual in Spanish and English
+ Must be able to work shifts or flexible work schedules as needed, including overtime.
+ Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason.
Physical Requirements:
The essential functions of this position require the ability to:
+ Work outside in varying temperature, weather, and humidity conditions-100% of the job is performed outside, work alone and in remote locations.
+ Sit for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground or slippery and uneven surfaces
+ Push and pull objects up to 25 pounds, occasionally throughout the workday; lift material weighing up to 50 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level
+ Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact ************************************
Drug-free workplace:
Transdev maintains a drug-free workplace. Applicants must:
+ Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.).
+ Successfully pass a pre-employment drug screen.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev
U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at ****************** or watch an overview video at ******************* O5cv0G4mQ
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
California applicants: Please review here: ********************************************************* for CA Employee Privacy Policy
Job Category: Call Center / Dispatch / Reservationist / Scheduler
Job Type: Part Time
Req ID: 6613
Pay Group: X58
Cost Center: 55835
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at http://****************** or watch an overview video.
Call Center/Reservationist
Customer service associate job in Stockbridge, MA
Job Details 57 INTERLAKEN RD - STOCKBRIDGE, MA $17.54 - $17.85 HourlyDescription
The Registration Advisor is responsible for assisting guests with the planning process for their visit by promoting all Kripalu offerings through phone and online requests. This role answers guest inquiries regarding various amenities, maintains knowledge of program offerings, and helps coordinate all aspects of the guest's stay from program enrollment, overnight accommodations, Healing Arts spa services, R&R and other activities.
ACCOUNTABILITIES
Provides exceptional customer service by providing guests with in-depth knowledge of Kripalu programs, facilities, programs and Healing Arts services.
Proactively engages callers and determine their needs and desires and make suggestions for potential Kripalu programs and offerings to best meet to caller's interests.
Guides potential guests towards programming and offerings that would meet their needs based on inquiry calls through closing techniques. Work towards maximizing rate of inquiries to sales.
Accurately records guest information in the ResortSuite hospitality computer system.
Successfully cross-sells additional, appropriate Kripalu offerings to the caller.
Understands the overall picture regarding housing and conducts conversations with callers leading to optimal use of available housing stock.
Answers phones in a polite and knowledgeable manner, answering caller's questions fully and clearly.
Provides follow up with guests and potential guests as needed.
Assists with other registrations and housing requests as assigned.
CORE COMPETENCIES
Demonstrates commitment to valuing equity, diversity and contributing to an inclusive environment.
Possesses strong core ethics, integrity, and values consistent with Kripalu's organizational principles.
Defaults to a collaborative style with colleagues, this is an expected behavior in our work culture.
Builds effective relationships, identifies internal and external customer expectations, sees issues from their point of view; offers practical, mutually beneficial recommendations, solutions, and ideas.
Willingness and ability to be agile in work, supporting across own department as well as across the organization as needed.
Actively cultivates a sense of fun, joy and optimism in yourself, your team and with your peers. This is a key aspect of your role at Kripalu.
Demonstrates the knowledge and abilities necessary to perform required job elements to established standards, remaining current regarding development and trends in areas of expertise.
Embraces experiences as learning opportunities.
Accepts responsibility for personal and professional learning and growth.
Models the values of Kripalu including service, presence, inquiry, compassion, practice, and integrity.
BENEFITS (Start Day One of Employment)
Health Insurance
Dental Insurance
Vacation, Sick, & Personal Time, Paid Holidays
Vision
403b Retirement Plan
Flexible Spending and Dependent Care Accounts
Company Paid Short- and Long-Term Disability
Company Paid $50,000 Life Insurance Policy
Free Meals in the Kripalu Dining Hall
Discounted Purchases in the Kripalu Shop and for Healing Arts Services
Yoga Classes, and the opportunity to participate in Kripalu Programs
Qualifications
ESSENTIAL SKILLS AND EXPERIENCE
High School diploma or equivalent.
1-2 years customer service/sales experience.
Knowledge about Kripalu and the surrounding area.
Experience with phone service.
Strong customer service skills.
Professional & reliable.
Proficient with Microsoft office, specifically Outlook, Excel and Word.
Ability to learn new computer software applications.
Must be available to work evenings, weekends and some holidays.
Call Center/Reservationist
Customer service associate job in Stockbridge, MA
The Registration Advisor is responsible for assisting guests with the planning process for their visit by promoting all Kripalu offerings through phone and online requests. This role answers guest inquiries regarding various amenities, maintains knowledge of program offerings, and helps coordinate all aspects of the guest's stay from program enrollment, overnight accommodations, Healing Arts spa services, R&R and other activities.
ACCOUNTABILITIES
* Provides exceptional customer service by providing guests with in-depth knowledge of Kripalu programs, facilities, programs and Healing Arts services.
* Proactively engages callers and determine their needs and desires and make suggestions for potential Kripalu programs and offerings to best meet to caller's interests.
* Guides potential guests towards programming and offerings that would meet their needs based on inquiry calls through closing techniques. Work towards maximizing rate of inquiries to sales.
* Accurately records guest information in the ResortSuite hospitality computer system.
* Successfully cross-sells additional, appropriate Kripalu offerings to the caller.
* Understands the overall picture regarding housing and conducts conversations with callers leading to optimal use of available housing stock.
* Answers phones in a polite and knowledgeable manner, answering caller's questions fully and clearly.
* Provides follow up with guests and potential guests as needed.
* Assists with other registrations and housing requests as assigned.
CORE COMPETENCIES
* Demonstrates commitment to valuing equity, diversity and contributing to an inclusive environment.
* Possesses strong core ethics, integrity, and values consistent with Kripalu's organizational principles.
* Defaults to a collaborative style with colleagues, this is an expected behavior in our work culture.
* Builds effective relationships, identifies internal and external customer expectations, sees issues from their point of view; offers practical, mutually beneficial recommendations, solutions, and ideas.
* Willingness and ability to be agile in work, supporting across own department as well as across the organization as needed.
* Actively cultivates a sense of fun, joy and optimism in yourself, your team and with your peers. This is a key aspect of your role at Kripalu.
* Demonstrates the knowledge and abilities necessary to perform required job elements to established standards, remaining current regarding development and trends in areas of expertise.
* Embraces experiences as learning opportunities.
* Accepts responsibility for personal and professional learning and growth.
* Models the values of Kripalu including service, presence, inquiry, compassion, practice, and integrity.
BENEFITS (Start Day One of Employment)
* Health Insurance
* Dental Insurance
* Vacation, Sick, & Personal Time, Paid Holidays
* Vision
* 403b Retirement Plan
* Flexible Spending and Dependent Care Accounts
* Company Paid Short- and Long-Term Disability
* Company Paid $50,000 Life Insurance Policy
* Free Meals in the Kripalu Dining Hall
* Discounted Purchases in the Kripalu Shop and for Healing Arts Services
* Yoga Classes, and the opportunity to participate in Kripalu Programs
Private Client Specialist I - Greenville, SC
Customer service associate job in Hartford, CT
Hours: 40 Pay Details: $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
* Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
* Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
* Handles complex financial transactions where products and services are highly competitive
* Is competent using financial planning software
* May act as a subject matter expert to Sales Support team
* Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
* Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
* Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
* May act as primary contact for client relationships with regards to portfolio information and basic financial planning
* May resolve more difficult Client issues, problems, and requests
* Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
* Executes in a manner that is compliant with regulations, policies, and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
* Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
* Represents TD Wealth to the public in a professional manner
* Is involved in your community and supports TDBG charity and community initiatives
* Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
* Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
* Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
* Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
* Completes all applicable specialized training
* Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
* Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
* Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
* Keeps others on the team informed about status of account administration, retention, and projects
* Completes assigned administrative/Client service tasks within policy and operating procedures
* Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
* Bachelor degree preferred
* Internal candidates: 3+ years of experience working with TD's client platforms required
* Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
* Knowledge of investments, banking and credit products preferred
* A self-starter, ability to work with minimal supervision
* Ability to excel at administration and be exceptionally well organized
* Demonstrates considerable initiative in providing a high level of organization
* Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
* Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
* Demonstrates ability to manage multiple responsibilities and timelines
* Proven track record of delivering results and executing with excellence
* Excellent written and verbal communication skills
* Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-Apply