Customer service representative jobs in Southlake, 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 - 8 hour shift within their hours of operation which are 7am to 8pm Mon to Fri (must have open availability during their hours of operation) 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

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.

Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

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

Patient Account Resolution Specialist (100% On-Site) Join a growing healthcare organization with a thriving, supportive culture! We're looking for a Patient Account Representative to be the go-to resource for patients, resolving billing questions, processing payments, and ensuring every interaction is smooth, professional, and positive. This is a hands-on, impactful role where you can make a real difference every day. Key Responsibilities Manage a high volume of incoming and outgoing patient communications related to medical billing, account balances, insurance coverage, and payment options Provide clear, patient-friendly explanations of billing statements, insurance determinations, and financial responsibility Review, verify, and update insurance information and patient account details Post and process patient payments while ensuring accurate account documentation Maintain detailed and timely notes of all patient interactions within the billing system Partner with internal billing and coding teams to research and resolve account discrepancies Respond to patient questions through multiple channels, including phone, email, voicemail, and patient portals Support statement generation, refunds, audits, and other ad hoc projects as assigned Adhere to all HIPAA, privacy, and compliance standards always Qualifications Strong customer service mindset with clear, confident communication skills Team-oriented, proactive, and willing to go above and beyond 1+ year of medical billing or patient-facing healthcare experience Solid understanding of insurance plans, medical terminology, CPT/HCPCS codes, and EOBs Highly organized with the ability to prioritize in a fast-paced environment Comfortable navigating billing systems and Microsoft Office tools If you're organized, patient-focused, and ready to make a difference in a fast-paced, growing healthcare environment, we'd love to hear from you!

The ideal candidate is a competitive self-starter that thrives in a fast-paced environment. You must be comfortable making dozens of calls per day, working with partners, generating interest, qualifying prospects, and closing sales. Responsibilities Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails Prospect call preparation including company background research and other pertinent lead information Identify customer's buying trends and provide reports to management Enter, update, and maintain CRM information on leads, prospects, and opportunities Qualifications Bachelor's degree or equivalent experience in Business At least 1 - 3 years' of sales experience Excellent written and verbal communication skills Ability to multi-task, organize, and prioritize work

Job Description Join a Top-Ranked Allstate Agency that is well established (20+ Years) and is GROWING! Are you a P&C Licensed expert who is passionate about helping people and thrive in a fast-paced, high-performance environment? Join the Mark Jameson Allstate Agency, one of the largest and most award-winning Allstate agencies in Texas! We pride ourselves on exceptional service, a supportive culture, and strong career growth opportunities for our team members. We're seeking experienced, P&C licensed Customer Service Representatives to join our outstanding service department. This is a fantastic opportunity for professionals with Allstate experience looking to take their careers to the next level. As a CSR, you'll be the first point of contact for our clients, delivering world-class service and ensuring policyholders have the support they need whether its billing assistance, policy changes, or guiding them through claims. If you're ready to grow your career, work with a supportive and driven team, and help protect what matters most to our clients -- apply today to become part of the Mark Jameson Allstate Agency! **This is a full time In Office (not remote) opportunity for our Southlake, TX Agency location.** Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Evenings Off Responsibilities Answer phones and greet walk in clients with a polite and professional manner Assist current customers with service-related tasks, including but not limited to processing payments, making changes to existing polices, troubleshooting billing questions, assisting with the claims process Assist the sales team to ensure a seamless and positive customer experience. Have an upbeat, positive and enthusiastic attitude Ask each customer for referrals and recommendations Treat each customer contact as a cross and up-sell opportunity including financial products. (Commissions available for any sales completed by the CSR!) Maintain client relationships with follow up phone calls. Schedule appointments for sales staff to meet prospective customers Manage and maintain a positive office environment and perform any other office related tasks Requirements Currently have a valid Property & Casualty Insurance License *Required* 1+ Year CSR experience, in a similar customer facing, service environment Be willing and able to travel to and work full time in our Southlake, TX Agency Location *Required* Have a minimum 1 year P&C Industry Experience Have a minimum 1 year Customer Service Experience *Required* Previous P&C Industry experience highly preferred Have a proven track record of dependability & reliability showing up to work as scheduled, on time. Desire to want to help educate others on insurance how and why its important to have the proper coverage Have an upbeat, positive and enthusiastic attitude. Great self-starter with a sense of urgency. Create relationships from a cold start and be able to handle customer rejection. Have the ability to answer prospective client's questions efficiently and effectively. Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. Bilingual (Spanish/English) fluency preferred

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.

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.

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.

Job Description Customer Relations Specialist About Urbanex Urbanex is a rapidly growing, family and veteran-owned pest control company dedicated to providing superior service and building a culture of growth, development, and teamwork. From our humble beginnings in Nashville, Tennessee, in 2015, we're expanding to 14 locations across the country. We're not just about eliminating pests; we're about building relationships and exceeding customer expectations. Our technicians are friendly, courteous, and always go the extra mile, as evidenced by our customer testimonials. At Urbanex, people are our most valuable asset. We invest in training, offer career development opportunities, and foster a supportive, inclusive work environment where everyone can thrive. If you're looking to join a company that values its employees and is committed to making a difference for our customers, Urbanex might be the perfect fit for you! Our Core Values • Play Like a Champion: We choose resilience, positivity, and determination, even when it's hard. We find enjoyment and purpose in what we do to rise above, stay agile, and pursue excellence in every situation. • Unwavering Character: We choose to do the right thing, regardless of the consequences. We always show up wholeheartedly, embracing vulnerability and inspiring others by being a good person. • Commit to Better: We wake up every day with the relentless desire to become better. We face adversity head-on and inspire others to relate to challenges as opportunities for growth. • Wholehearted Connection: We root for one another in success and failure. We build a community where everyone feels seen, supported, and valued. We meet people where they are and believe building bridges is better than burning them. • Belief is Contagious: We rise up by inspiring hope, giving people the freedom to explore the journey of growth, and rewarding those with the courage to act on their infinite potential, About the Role As a Customer Relations Specialist, you'll be the first point of contact for our customers at our branch, playing a vital role in ensuring their satisfaction and contributing to the branch's success. You will be a customer advocate, addressing concerns, educating customers on our services, and ensuring they have a positive experience with Urbanex. This role requires a self-starter who can work autonomously, manage their time effectively, and prioritize a broad set of responsibilities. You will need to be reliable, honest, hardworking, and maintain a high level of professionalism in all interactions. Excellent communication skills, both written and verbal, are essential. This is an in-office position. Responsibilities • Answer incoming calls with enthusiasm and professionalism. • Schedule and reschedule service appointments, ensuring efficient routing and technician availability. • Process customer payments accurately and securely, maintaining detailed records in our CRM system. • Respond promptly and professionally to customer inquiries via phone, email, and SMS. • Proactively follow up with customers to ensure their satisfaction and address any concerns. • Educate customers about Urbanex's services, the importance of ongoing pest control maintenance, and any available promotions. • Collaborate with branch managers and technicians to coordinate service routes and resolve customer issues efficiently. • Handle customer retention tasks, including addressing concerns that might lead to cancellations and proactively rescheduling appointments. • Provide feedback to branch managers on customer trends and issues to help improve service delivery and identify areas for growth. • Assist branch managers with various tasks and projects as needed, demonstrating flexibility and a willingness to support the team. • Maintain accurate and up-to-date customer records in our CRM system. Qualifications • Strong customer service skills with a passion for helping others and resolving issues effectively. • Excellent verbal and written communication skills, with the ability to communicate clearly and professionally. • Exceptional organizational skills and the ability to manage multiple tasks simultaneously, demonstrating strong time management and prioritization skills. • Solid problem-solving abilities and a knack for finding creative solutions to customer challenges.• A team player mentality with a willingness to collaborate and support colleagues in a fast-paced environment. • Self-starter with the ability to work autonomously and take initiative. • Adaptability and a willingness to learn new systems and processes. • A positive attitude, strong work ethic, and a desire to contribute to a growing company. • Proficiency in basic computer skills, including data entry and Microsoft Office Suite. • Experience with FieldRoutes CRM and Voice for Pest phone systems is a plus, but not required (we'll train you!). • Must be reliable, honest, and able to maintain a high degree of professionalism at all times. • Must pass a background check and credit check due to the handling of customer payments. What We Offer • Competitive pay ranging from $16 to $22 per hour, based on experience. •Company-subsidized health, dental, and vision insurance with a generous employer contribution toward premiums, 3 weeks of PTO, 10 company-paid holidays, and your birthday off! • Opportunity to work in a fast-growing company with a strong focus on employee development. • A supportive, team-oriented work environment where your contributions are valued. • The chance to make a real difference in the lives of our customers by helping them create a pest-free environment. Why Urbanex? Working at Urbanex means being part of a team that's passionate about protecting our customers' homes and businesses from pests. It means having the opportunity to grow your skills and advance your career in a supportive and dynamic environment. It means making a difference in your community, one satisfied customer at a time. #IST1 Candidates must be willing to complete a background check for this position

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. 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.

is filled. We are looking for Sales professionals in the Dallas metro area to join our team. Successful candidates must be able to thrive in an environment that is fast paced and constantly changing. You must be an individual who is driven to maximize residential inbound sales inquiries into sales by demonstrating a good understanding of our services, evaluating customer needs and recommending the appropriate products and upgrades to ensure growth and retention of our customer base. Essential Duties/Responsibilities Provide customers with product and service information Build and maintain rapport with customers Be positive, confident, reliable, friendly and engaged during all calls Identify customer needs and resolve problems to inquiries regarding Billing and Sales Provide product sales opportunities and promotions Capture data, enter clearly and accurately Recognize, document and alert the supervisor of trends in customer calls Use customer service skills to appropriately satisfy and retain customers Utilize tools to check service availability; improve the rate of successful installation Set appropriate expectations regarding installation and service; reschedule installation appointments as needed Perform initial and periodic follow-up with customers to ensure satisfaction Other duties as assigned Job Requirements Call center experience preferred Must possess exemplary verbal, written and interpersonal communication skills Strong negotiation skills and a track record of telecommunication products is a plus Outstanding telephone and customer service etiquette Ability to work independently and be self-motivated Strong computer skills Ability to navigate through several applications simultaneously Knowledge of CSG & Sugar CRM a plus Keyboard and/or typing skills 30 wpm minimum Available to work some nights, weekends, and holidays required Equipment Requirements A dedicated and quiet workspace free from distractions A desktop or laptop computer with Windows 10 or newer and a minimum 1GHz processor and 1GB of RAM (or higher). NOTE: We do not allow Chromebooks, Surface Pros, or iPads. 2 monitors for desktops and laptops A camera/web camera Reliable internet connection with minimum speeds of 5-10 Mbps upload and 15 Mbps download, with access to a hardwired (Ethernet) connection rather than Wi-Fi, based on the systems we use. A mouse (if using a laptop) | Or a mouse & keyboard (if using a desktop) Headphones or a headset (will be provided upon request) Working Conditions Employee remains in the sitting position for prolonged hours. Employee is occasionally required to stand, walk, use hands to handle or feel objects, tools or controls; reach with hands and arms; talk and hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Working conditions may include being in an open (shared) cubicle/workspace area. Disclaimer This job description is not meant to be an all-inclusive statement of every duty and responsibility which will ever be required of an employee in this position, however, the employee will be held responsible for all duties assigned. Please feel free to review our Benefits at the following link: *****************************

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.

Job Details Richardson, TX Part Time High School None Days Customer ServiceDescription ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. OVERVIEW AND ESSENTIAL JOB FUNCTIONS The Customer Relations Specialist will assist in standardizing the quality of outgoing communications and maintaining incoming/ outgoing calls as outlined by Acumen's best practices, Medicaid, the state or the contract, and all updates of the mentioned parties. This position will also conduct a variety of other company-wide administrative support tasks. It is a requirement to have a strong customer service background. Under supervision, performs office functions or secretarial work of moderate to difficult tasks. The Customer Relations Specialist is uniquely important as it will often be the first point of contact our customer has with Acumen. Customer Care - Provide excellent customer service to Acumen clients, coworkers and Acumen visitors both on the phone and in-person, and encouraging positive working relationships across the company. Analytical & Responsive - Analyzes, tracks, thoroughly researches and resolves all customer inquiries. Data Entry - Processes incoming and outbound paperwork and electronic communication through manual data entry into several databases with high accuracy. Administrative - Receives, researches, sorts, files, retrieves forms, correspondence and documents of confidential and time-sensitive nature. Communication - Ensures all incoming paperwork and communication is processed by following Acumen, Medicaid, state and program guidelines. Strategic & Time Management - Uses strategic thinking and maintains a calendar of deadlines in order to prioritize independently according to urgency and agreed upon timelines, or as otherwise instructed by the Manager or Supervisor. Conflict Resolution - Ability to handle conflict, difficult customers and present the skills necessary to de-escalate a given situation. Adaptive - Demonstrates the ability to work within a fast changing and fast paced work environment. Innovative - Identify and share opportunities for process improvements and improved working conditions. Flexibility - Occasionally work late or on weekends as needed to ensure deadlines and/or high volume demands are met (as approved by Manager or Supervisor). ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly. Qualifications MINIMUM QUALIFICATIONS High School Diploma or equivalent, and some college courses or degree preferred At least 2 years of experience in Customer Service Proficient with 10-key by touch & type a minimum of 45 wpm with high degree of accuracy Ability to work well with numbers Valid Drivers License and able to lift and transport mail to post office daily Advanced computer skills (includes but not limited to : compose an email, attach documents to an email, manipulate various type of documents such as Word, Excel, Power Point, Adobe Acrobat, etc.) The ability to effectively and respectfully respond to internal and external customers Excellent organizational skills and attention to detail Able to work independently as well as part of a team Able to multi-task and meet all assigned deadlines in a rapidly changing environment Able to recognize a problem and escalate to the appropriate team member for resolution Willing to work overtime, including weekends to meet high volume demands. Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: (a) Dedicated fax ************ (b) Dedicated email ************************** DISABILITY ACCOMMODATION REQUESTS ONLY (c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources (d) Dedicated phone ************** Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY

Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.

Customer Liaison - HNS Recovery (Plano, TX) About Us HNS Recovery is a family-owned powerhouse in the collateral recovery industry, growing 25%+ year-over-year. We're rewriting the rules of repossession with disruptive solutions, a family-driven culture, and relentless focus on compliance and consumer care. As we expand our Plano, TX command center, we're looking for a sharp, dedicated Customer Liaison who can bridge investigative research with client and consumer support. Why Join HNS Recovery? Explosive Growth: Ride the momentum of a company shaking up an entire industry. Family Culture: Big-time opportunity without the corporate red tape. Impact from Day One: Your work fuels real-time recoveries and ensures smooth consumer experiences. Career Path: Comprehensive training, certification, and advancement opportunities. What You'll Do As a Customer Liaison, you will be the vital connection between lenders, consumers, and recovery agents. Your role blends investigative research, consumer-facing communication, and client/vendor coordination. Investigative & Coordination Duties Track down vehicles and owners using premium data tools, LPR hits, court records, and other electronic means. Coordinate with recovery agents, lenders, and insurers to close repossessions smoothly. Document investigative findings, manage case timelines, and keep all stakeholders updated. Ensure full compliance with federal, state, and local regulations for sensitive data handling. Customer & Consumer Support Professionally handle live chat, phone, and email requests from consumers. Book and manage appointments for vehicle redemptions and personal property pickups. Inform consumers of redemption fees, property inventory requirements, and scheduling policies. Provide quick, accurate responses to consumer questions about services, bookings, or account issues. Maintain a calm, professional, and empathetic tone-even under pressure. Administrative & Client Relations Build and maintain strong relationships with clients, vendors, and consumers. Accurately process case updates (opens, holds, closes) in multiple client portals. Handle queue management, condition reports, inventory lists, and impounds/voluntary assignments. Identify opportunities for process improvement that enhance the customer experience. Support special projects and team initiatives as needed. What Makes You a Fit Experience: 2-5+ years in customer service, investigative research, collections, or similar role. Communication: Clear, confident communicator in both written and verbal form. Tech Skills: Proficiency with Microsoft Office (Excel, Teams, Outlook) and comfort with chat software. Typing Speed: 50+ WPM with high accuracy. Bilingual: Spanish/English required for consumer support. Mindset: Detail-oriented, self-starter, proactive, with strong decision-making skills. Professionalism: Reliable, punctual, calm under stress, and committed to compliance. Requirements: 22+, reliable transportation, pass background check & drug screen. Compensation & Benefits Pay: Starting at $18+ per hr. DOE, with performance-based growth opportunities. Schedule: Full-time, on-site in Plano, TX. Benefits (after 180 days unless noted): 5 days paid vacation (after 1 year) 5 days paid sick leave 5 paid holidays 3 days bereavement leave Medical/Dental/Vision coverage 401(k) with 5% company match (after 1 year) CARS Certification & ongoing training Your Next Move If you thrive on solving puzzles, helping people, and keeping operations running smoothly, HNS Recovery has a seat waiting for you. Step into a fast-paced, high-impact role where your work matters every single day. Apply now and become the voice, the bridge, and the engine behind our mission to reshape collateral recovery.

PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience. Responsibilities Provides a highly personalized onboarding experience for all Treasury Management clients. Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness. Collaborates with Treasury Sales to identify a prospect's need for new Treasury service set-up. Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage. Performs installation, system and file testing, and all onboarding support for the Treasury Management client. Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs. Supports new accounts opening and related processes including document management as needed for the Treasury Management client. Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required. Performs other duties as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Qualifications High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred. 1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred. Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email. Excellent verbal, written, and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. Must be available to travel locally to meetings (less than 10%).

We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team. We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now! POSITION OVERVIEW With the success of our revolutionary suite of Media Performance solutions that takes the guesswork out of planning, deploying, and optimizing automotive media, we are looking for a Client Specialist to help support our growth within the agency and ad-tech community. This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin). URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE. Essential Duties and Responsibilities AdTech team operational and client account support. Process and analyze usage reports from platform, agency and OEM contracts. Support the development of a reporting repository for Media Performance projects. Maintain Media Performance project data at the Solution, Platform, Brand, and Segment levels. Coordinate with internal teams to ensure services are activated and running smoothly. Act as main point of contact for questions or concerns from active clients and users. Support Senior Engagement Managers and Head of Sales on day-to-day client needs, such as research. Coordinate with internal teams to ensure services are activated and running smoothly. Qualifications - Education and Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, abilities, and competencies required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required: Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations Data management skills (SQL or Access is nice to have) Requires demonstrated knowledge of excel, ability to do pivot tables, macros, etc. MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business Experience being a process creator/innovator Ability to ask relevant, thoughtful questions, take initiative, critical thinker Communication skills: Strong written and verbal skill set required. Ability to communicate concisely and coordinate effectively with various levels of leadership, and across various teams/offices Presentation skills: Ability to conduct professional presentations with various levels of leadership Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way Initiative: Requires the drive to go above and beyond to improve or enhance job results. Ability to work independently in assigned space Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes. Responsible and accountable to meet deadlines and deliver work as needed. Preferred: Campaign analytics background Account management background Digital automotive marketing experience Accounting, billing and reporting knowledge Automotive media, Insertion Order, product/service usage reporting EDUCATION and/or EXPERIENCE: Bachelor's degree in business, Marketing, etc. required; other degrees considered with demonstrated ability to apply advanced skill in quantitative analysis. Minimum of 3 years related work experience required Digital marketing/agency experience required WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond a traditional 40-hour workweek.