National Support Center Rep
Customer service representative job in Arlington, TX
Summary: The Six Flags National Support Center is the go-to resource for our guests. The purpose of this position is to provide fast, friendly, out-going service to members at all Six Flags properties. Support Center Representatives will engage with guests from all across the country!
Availability:
8 am to 5pm, 11am-8pm, and 4pm to 1am shifts.
Full week schedule available, weekends required.
Tuesdays & Wednesdays off or Wednesdays & Thursdays off.
You'll contribute to our mission by:
Supporting the Six Flags Mantra - Friendly, Clean, Fast, and Safe Service
Talking with guests and answering questions regarding park policies and procedures
Resolving guest complaints and concerns in a friendly and professional manner
You'll do it with your:
Proficiency in computer skills in Microsoft Office and Windows OS are required
Basic to intermediate Salesforce's experience
Ability to communication via phone, chat and email to resolve concerns
Strong work ethic, attention to detail, and a commitment to safety
Ability to interact in a professional and positive manner
Problem-solving skill
Excellent written and verbal communication skills
Sense of urgency and fun
Friendly, outgoing personality, and ability to address guest concerns with empathy
Ability to read, speak, write, and understand the English language
Auto-ApplyCare Advocate - 245013
Customer service representative job in Dallas, TX
Direct Hire Opportunity with a great organization!
Onsite opportunity in Dallas with hybrid remote potential in the future based on performance
Opportunity to earn bonuses on a monthly basis based on performance after training
Shift - Monday to Friday, start time between 7am to 11am, 8 hour shifts
Start date - January 5th
Responsibilities:
Handle full care coordination for members and maintain close communication to educate members on how their benefits work
Assist members with finding a provider in network for surgeries
Assist with scheduling procedures
Handle inbound and outbound calls
Send referrals
Confirm appointments with patients and provider offices
Taking information from members and logging this correctly into the CRM system
Assist with booking travel
Coordinate follow up appointments
Call provider offices to request medical records
Qualifications:
Bachelor's or Associate's Degree required
Exceptional customer service skills
Ability to commute to and work in the Dallas office daily
Ability to work in a fast paced environment
Empathetic
Preferred Qualifications:
Healthcare experience
Customer Service Representative (Fresher,Graduate)
Customer service representative job in Dallas, TX
Job Title: Customer Service Representative
Job Type: Full-Time
Experience Level: Entry to Mid-Level
We are looking for a Customer Service Representative to join our team in Dallas, TX. The ideal candidate will be responsible for delivering excellent customer support by handling inquiries, resolving complaints, and providing information about products or services. If you are a people person with strong communication skills and a passion for helping others, we'd love to hear from you!
Key Responsibilities:
Handle incoming customer calls, emails, and chats in a professional and courteous manner.
Resolve customer issues efficiently while ensuring customer satisfaction.
Provide product/service information and assist with order placement, billing, returns, and technical support.
Document all customer interactions in the CRM system accurately.
Escalate complex issues to the appropriate departments when necessary.
Maintain knowledge of company products, services, policies, and procedures.
Meet or exceed performance metrics related to response time, quality, and customer satisfaction.
Requirements:
Bachelor's degree is must.
1-3 years of customer service or call center experience.
Excellent verbal and written communication skills.
Proficiency in using computers, CRM systems, and basic MS Office tools.
Ability to multitask, prioritize, and manage time effectively.
Positive attitude, patience, and a strong work ethic.
Customer Success Specialist
Customer service representative job in Lewisville, TX
The Stylist Success Specialist position will help J.Hilburn Stylists feel confident and equipped to provide 5 star concierge service to their Clients and grow their business while also ensuring that the Stylist feels valued by the company.
Core Accountabilities and Responsibilities
5-star Concierge Service
Concierge service mentality: Demonstrate a relentless commitment to supporting Stylist business success with a proactive, solutions-first approach.
Multi-channel responsiveness: Deliver timely, white-glove service via phone, email, live chat, and text channels to support Stylist and Client inquiries.
Fit and product support: Provide guidance and advice on product fit, design, and ordering to support Stylist expertise and Client satisfaction.
Problem resolution: Troubleshoot complex issues with persistence and professionalism, ensuring complete and satisfying resolution for the Stylist.
Stylist Partnership Development
Business partnership mindset: Build authentic relationships with Stylists and act as a trusted partner in their business growth.
Proactive outreach: Identify opportunities to check in with Stylists, support onboarding or transitions, and proactively offer help without being asked.
Insight sharing: Surface useful trends or recurring challenges to company leadership to improve systems and drive service enhancements.
Advocacy and follow-through: Ensure the Stylists will feel seen, heard, and supported by owning their issue from start to finish.
Knowledge and Process Execution
Policy and procedure fluency: Continously learn knowledge of J.Hilburn processes, programs, and systems accurately in daily support.
Knowledge base utilization: Reference and contribute to the internal knowledge base to support continuous service quality improvement.
Process adherence: Follow standard operating procedures to ensure consistency and professionalism in every interaction.
Documentation and ticketing: Accurately record service requests, updates, and resolutions in the appropriate systems.
Cross-functional Collaboration
Stylist Success Team Collaboration: Communicate openly and respectfully with peers, sharing knowledge and supporting group success.
Cross-functional Team Collaboration: Collaborate respectfully and effectively with other departments to align on solutions, share insights, and support Stylist-facing initiatives.
Required Knowledge, Skills, and Abilities
Delivering support across multiple channels (phone, email, chat, sms) in a fast-paced
Strong problem-solving, communication, and relationship management skills.
Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems (e.g., Zendesk, Salesforce, Freshdesk).
Ability to resolve complex service issues with a high level of professionalism, persistence, and empathy.
Providing fit and product advice, ideally within apparel, tailoring, or styling environment.
Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative.
Working with independent contractors, business owners, or Stylists, offering tools, guidance, and support to help grow their business.
Required Education and Experience
Bachelor's degree in Fashion Merchandising, Business, Communication, or a related field preferred.
5+ years of customer service or sales experience, preferably in high-end retail client-facing, apparel/fashion, e-commerce, or concierge services.
Familiarity with interpreting and navigating backend order systems, customer profiles, and inventory tools.
Familiarity with building successful rapport and loyalty with clients.
Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative.
Familiarity with CRM systems, ticketing platforms, or customer support software (e.g., Zendesk, Salesforce, Freshdesk, etc.).
Travel
There is minimal anticipated travel required for this position.
Annual and Semi-Annual Company Conferences, usually in the DFW area
This is an ONSITE position 4 days/week, Monday through Thursday, Fridays are remote and occasionally on the weekend.
Technical Support Representative
Customer service representative job in Irving, TX
🚀 Join us as a Technical Customer Service Representative - Onsite in Irving, TX
🛠️ What You'll Do
Conduct QA for home inspections: review photos, validate property details, guide users through self-inspections.
Troubleshoot connectivity, pairing, and app-related issues for smart devices and sensors.
Provide installation support and onboarding for PryzmIQ and AWTOS.
Proactively engage users to drive adoption and satisfaction.
Document findings and provide feedback for product improvement.
đź§ What You Bring
1+ year in technical support, help desk, or IoT/home systems troubleshooting.
Strong communication and problem-solving skills.
Technical aptitude with mobile apps, WiFi connectivity, or smart devices.
Detail-oriented and passionate about creating smooth user experiences.
High School Diploma or GED required; Bachelor's degree preferred.
People Service Center Associate
Customer service representative job in Richardson, TX
Our client, a leader in commercial real estate, is seeking an experienced People Service Center Associate to provide exceptional support in a fast-paced, service-driven environment. This is a full-time, hybrid position in Richardson, TX operating Monday-Friday 8:00am-5:00pm and working onsite Tuesday-Thursday. This position starts as a 5-month contract to hire opportunity and pays $20 per hour.
In this role, you'll be part of a collaborative team, responsible for managing employee inquiries, service ticket workflows, and maintaining accurate records in internal systems. The ideal candidate has at least 3 years of customer service experience, strong communication skills, and attention to detail. Experience with HR systems like ServiceNow or PeopleSoft is a plus.
Key Responsibilities
Customer Service & Phone Support
Handle inbound and outbound calls, providing prompt and courteous assistance to employees and clients. Resolve inquiries, escalate issues when necessary, and maintain a professional tone.
Ticket Management
Log, track, and resolve service tickets using internal systems. Ensure accurate documentation and timely follow-up on all issues or requests.
Data Entry & Record Maintenance
Regularly input and update information in databases or systems with a high level of accuracy, ensuring data integrity and compliance.
Qualifications
3+ years of experience in customer service or a related industry
High school diploma or GED
Excellent attention to detail and organizational skills
Strong multitasking ability in a fast-paced environment
Effective verbal and written communication skills
Strong interpersonal skills and team-oriented mindset
Proficient in Microsoft Office Suite and basic computer functions
Nice to Have
Experience using ServiceNow or PeopleSoft
Background in HR or employee support services
Prior experience in a shared services or contact center environment
Patient Service Representative
Customer service representative job in Dallas, TX
Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems and provide information on behalf of the institution.
Identifies and resolves discrepancies or missing information and accurately enters data into the electronic medical record system.
Verifies insurance coverage or determines patient self-pay responsibility and provides cost information.
Schedules healthcare appointments based on need, patient request and in accordance with system and clinic guidelines. Interprets physician orders to schedule appointments and ancillary tests.
MINIMUM REQUIREMENTS ADDENDUM
Must pass PSS or CCS training program and successfully complete competency exam to maintain position.
Experience Preference: Prior customer service experience is strongly preferred
Client Relationship Specialist - Plano, TX
Customer service representative job in Plano, TX
Regular
Your opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 63 license is required (may be obtained under a condition of employment)
Notary preferred
Minimum 12 months in a client service industry
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to manage multiple client situations, needs and inquiries simultaneously
Need be able to build and maintain good cross enterprise working relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Accounts Advisor
Customer service representative job in Denton, TX
The hourly range for this position is $12.75 to $13.50. This position is also eligible for incentive pay based on performance.
Customer Accounts Advisor
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
Sell customers on the benefits of timely lease agreement renewal payments
Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
Assist with merchandise returns and guest deliveries as directed by management
Clean and certify merchandise in the Quality Assurance Center for all items personally returned
Complete and maintain weekly vehicle maintenance sheet and route sheets daily
Load, secure and protect product in company vehicle
Safely operate company vehicle
Assist the Sales Team as needed
Any reasonable duties requested by management
Requirements
United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
Must meet DOT requirements to obtain certification in required states (United States)
Ability to work schedule of hours varying from 8 am to 9 pm
Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
Two years of retail/customer service experience preferred
High School diploma or equivalent preferred
Excellent interpersonal and communication skills
High energy with the ability to effectively perform all functions of the store and multitasking effectively
Proper telephone etiquette
Uphold the Aaron's Brand and protect company assets
Maintain a professional appearance
Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
Paid time off, including vacation days, sick days, and holidays
Medical, dental and vision insurance
401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Benefits vary based on full-time and part-time employment status.
Bilingual Customer Service Representative
Customer service representative job in Dallas, TX
Rowley Company is a leading manufacturer and international distributor of home décor products, offering value-added services and solutions to our professional trade and retail partners. Since 1962, Rowley has supported drapery and upholstery workrooms, installers, and designers with the tools, supplies, education, and technical expertise needed to grow their businesses. Our vast portfolio includes over 15,000 products available for same-day delivery, utilized worldwide in window covering design, fabrication, installation, quilting, and upholstery. We serve a diverse range of industries, including residential, retail, hospitality, healthcare, education, and marine.
The Customer Experience Representative (CER) is responsible for establishing and maintaining profitable relationships with customers on behalf of the company by answering incoming calls from customers placing product orders. They would also assist with fax/email orders, answer product inquiries and questions, handle complaints, troubleshoot problems and provide account information to customers.
Responsibilities:
Provide excellent customer service in an outgoing, courteous, friendly and professional manner
Process product sales orders for customers via phone, fax or email
Assist customers in locating items in the sales catalog and/or website
Assist customers with product knowledge or technical assistance
Assist customers in tracking sales order shipments
Assist customers with account information and process credit card payments
Requierments:
Must be able to clearly speak and write in English AND Spanish
Must be polite, friendly and outgoing
Must have excellent phone etiquette and people skills
Must be able to work together, as a team, as well as independently
Ability to follow through with questions from customers
Ability to fax/email instructions and/or other document requests to customers
Must possess strong computer and typing skills
Education/Experience Required:
Prior customer service experience is a must
Prior sales experience is helpful
Prior knowledge of Sage MAS 500, Netsuite and Microsoft Office is helpful
Account Representative
Customer service representative job in Addison, TX
Overview: Account Representative
Temp-to-Hire | Fully Onsite (Addison) | M-F 8:30am-5:30pm | $27/hr+ DOE
We're seeking a proactive, sharp, and driven individual to join our team in a dynamic hybrid role that blends project coordination and account management. If you thrive in fast-paced environments, love wearing multiple hats, and want a role where no task is too small or too big, this is for you.
What You'll Do
Manage incoming client orders and coordinate details with factories, vendors, internal teams, and shipping partners
Act as a communication hub-collaborating internally and externally to keep projects moving
Provide client-facing support when needed
Maintain accurate records and handle client inquiries
Gradually transition into managing your own accounts and projects
What We're Looking For
2-4+ years of experience
A true go-getter with initiative-someone who wants to grow, not just "clock in and out"
Detail-oriented, adaptable, and proactive
Strong strategic thinking and problem-solving skills
Prior project ownership or project management experience preferred
Excellent organization and time-management abilities
Strong customer service and communication skills
Ability to build and maintain long-term client relationships
Comfortable with the duality of the role: no task is too small, and none too big
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Member Services Specialist
Customer service representative job in Irving, TX
Job Title: Member Services Specialist
Shift: 9am to 5pm, Monday to Friday
Schedule: 5 days a week - 40 hours
Roles and Responsibilities:
2 years of customer service experience in healthcare, insurance, and call center environment.
Must have excellent understanding of benefits, products, & other health care and/or insurance issues as they pertain to our customers (internal/external).
Facilitates member & provider understand of the plan coverage and benefits by thoroughly researching inquiries in an efficient and professional manner
Records all contact with customers, both verbal & written in the current MIS system
Required to assist in training/re-training new and current employees
Maintains accurate documentation of all telephone contact, walk-in customers, any mail inquiries by documenting to ensure a clear audit trail for reporting purposes
Responsible for handling all incoming calls and the making of outgoing calls as needed in order to resolve any issues or questions
Triage phone request to other areas such as Utilization Management and Provider Relations
Handles incoming written correspondence in a timely and professional manner
Sales & Service Advisor
Customer service representative job in Fort Worth, TX
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 Sun Auto Tire & Service . Join our team and help us drive customer satisfaction to new heights!
Sun Auto Tire & Service proudly serves 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 Sun Auto Tire & Service 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
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
Must be at least 18 years of age
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
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.
Medical Customer Service Rep- Northeast Tarrant Internal Medicine Associates
Customer service representative job in Euless, TX
At Catalyst Physician Group primary care is redefined! As a physician-owned and physician-led organization, we are dedicated to transforming healthcare by putting patients at the center of everything we do. Our team of over 100 physicians and 500 employees operates across 21 locations in North Texas, providing personalized, accessible care that helps communities thrive.
At Catalyst, we believe in the power of relationships. Our patient-centric approach ensures that every individual receives comprehensive, connected care at all stages of life. From on-site lab services and telehealth to pediatrics and weight loss programs, we offer a wide range of services to meet diverse healthcare needs.
Join us in our mission to advance health through integrity, honesty, and exceptional patient care. Be a part of a dynamic team that is making a real difference in patient lives across all demographics and health spectrums. Together, we are Catalyst Physician Group - where your career can flourish as you help communities thrive.
Job Summary
As a Medical Receptionist - Phone Room Specialist, you will efficiently and effectively handle inbound and outbound scheduling communications for the providers. This role involves managing a wide range of clinical and administrative requests from patients and other stakeholders, including online chats, text messaging, emails, faxes, answering telephones, and scheduling patient appointments.
Role and Responsibilities
Sort, label, and task documents and faxes in EMR charts as needed throughout day-to-day operations.
Scan and file EHE documents into designated folders as well as the EHE website as needed.
Label, task, and correct any misfiles in EMR.
Perform scanning and filing tasks.
Gather outgoing forms, scans, faxes, shred, etc., from clinical staff stations and disperse as needed.
Send documents to be scanned to the front office (this varies by location).
Scan and file fax confirmations in computers if not sent via Athena fax.
Scan and file mail.
File and scan documents into the computer.
Back up phone clerks as time allows.
Check and transfer voicemails from the refill line to clinical staff.
Check refill voicemail and pull charts for appropriate doctors.
Scan and file demographics, privacy policy, and history sheets from all appointments.
Organize and scan reports from any outsourced entity (labs, x-rays, reports, consults, etc.).
Scan and file Bone Dexas, Dopplers, PFTs, EKGs, etc.
Sort, distribute, and run materials back and forth between North and South Offices.
Minimum Qualifications and Requirements
High School Diploma or equivalent required.
Skills Required:
Active listening.
Reading/comprehension.
Service-oriented.
Speaking clearly.
Time management.
Typing/spelling.
EMR knowledge.
Computer knowledge.
Multi-phone line switchboard.
Medical terminology.
Preferred Experience
Bilingual: Fluent in Spanish and English.
1+ years' experience in a healthcare environment preferred.
Experience with ATHENA EMR.
Physical Demands/Work Environment
Office environment.
Sitting, standing, walking, and/or moving up to 8 hours per day.
Lifting up to 25 pounds.
Competitive Benefit Package
Compensation commensurate with experience.
Medical, Dental, Vision Insurance.
Short/Long term disability Insurance.
401K with employer match.
Health Savings Account options.
Paid Holidays and PTO.
Referral Programs.
Professional Development Opportunities.
Associate Customer Service Representative
Customer service representative job in Fort Worth, TX
ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
Completed training courses and attain the knowledge required to assist our Customer Database
Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
Contacts software and hardware vendors to request service regarding defective products.
Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
Meet and exceed service level goals set for the Customer Service Team
Follow communication procedures, guidelines, and policies
Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
Keep records of all client interactions
Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
Proven technical customer support experience
2+ years of merchant services / payments industry experience preferred
Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
Ability to work in a ticket and metrics driven environment
Familiarity with CRM systems and practices (e.g. Salesforce)
Must be able to communicate in a clear and logical fashion verbally and in writing
Must take pride and satisfaction in helping people
Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyAssociate Customer Service Representative
Customer service representative job in Fort Worth, TX
ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
* Completed training courses and attain the knowledge required to assist our Customer Database
* Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
* Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
* Contacts software and hardware vendors to request service regarding defective products.
* Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
* Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
* Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
* Meet and exceed service level goals set for the Customer Service Team
* Follow communication procedures, guidelines, and policies
* Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
* Keep records of all client interactions
* Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
* Proven technical customer support experience
* 2+ years of merchant services / payments industry experience preferred
* Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
* Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
* Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
* Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
* Ability to work in a ticket and metrics driven environment
* Familiarity with CRM systems and practices (e.g. Salesforce)
* Must be able to communicate in a clear and logical fashion verbally and in writing
* Must take pride and satisfaction in helping people
* Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
Customer service representative job in Irving, TX
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
Starting rate $20.00 per hour
Posting Location:
401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
10 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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 as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
Customer service representative job in Irving, TX
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training Schedule:
* You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
* Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
* Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
* Starting rate $20.00 per hour
Posting Location:
* 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
10 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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 as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Patient Service Representative
Customer service representative job in Grand Prairie, TX
Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems and provide information on behalf of the institution.
Identifies and resolves discrepancies or missing information and accurately enters data into the electronic medical record system.
Verifies insurance coverage or determines patient self-pay responsibility and provides cost information.
Schedules healthcare appointments based on need, patient request and in accordance with system and clinic guidelines. Interprets physician orders to schedule appointments and ancillary tests.
MINIMUM REQUIREMENTS ADDENDUM
Must pass PSS or CCS training program and successfully complete competency exam to maintain position.
Experience Preference: Prior customer service experience is strongly preferred
Client Relationship Specialist- Ultra High Net Worth
Customer service representative job in Roanoke, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.
As a Client Relationship Specialist (CRS)- Ultra High Net Worth, you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.
Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals.
What you have
What you are good at:
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialist will pursue this mission through:
Delivering unparalleled value, excellent service and providing a positive client experience
Required Qualifications:
Must have 2+ years of Client/Customer Service experience
Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry
Highly Preffered qualifications:
Active and valid FINRA Series 7 and 63 licenses
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Ability to adapt to changes in the market and business
Strong written and oral communication skills in addition to attention to detail
Robust communication, influencing and client engagement skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Building and fostering good cross enterprise working relationships
Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Effective time management skills, with the ability to prioritize issues and invest time where appropriate
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Build and maintain good cross enterprise working relationships
In addition to the base salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance