Associate, Client Operations II
Customer service representative job in Houston, TX
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Operations II to join our Structured Debt Client Platform team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
Provide clients information related to BNY Mellon products and services representing multiple lines of business and geographies and direct them to the appropriate resources, as needed.
Monitor client inquiries, resolve non-routine issues, escalate complex issues as needed, and participate in internal activities to improve the client experience.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
Ability to apply intermediate problem solving skills, experience, and judgment to analyze information and deliver high quality service.
May have people management responsibilities in some geographies and provide guidance to less experienced team members.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Associate, Client Processing I
Customer service representative job in Houston, TX
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in brokerage processing is preferred
Applicable local/regional licenses or certifications as required by the business
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Bilingual Customer Service Associate
Customer service representative job in Houston, TX
Are you a problem solver with a passion for tackling the complex issues that the transportation and logistics sector often brings? Join our Managed Logistics Team and find purpose in the day-to-day practices of getting our customer's freight from point A to B.
This position is On-site at a Customer Location in Houston, TX. The Customer Support Associate services our Managed Logistics customers by providing superior day-to-day support. In this role, you'll execute on the frontline service that BlueGrace provides, therefore getting finished goods to store shelves, raw materials to manufacturers, medical equipment to hospitals, and more! The CSA must work proactively with the Operations Manager to reduce or prevent reoccurring delays or service failures. The typical day to day services include booking, editing, tracking, documentation, reporting, and pickup confirmation.
What does a typical day look like?
Serving inbound customer requests from designated high freight spend accounts
Communicating with carriers on behalf of the customers
Answering phones and responding to emails
Proactively tracking shipments and recommending solutions for delayed shipments
Identify the best transit solution based on the specific shipment requirements
Building strong relationships with customers
Develop and Maintain relationships with local terminals in efforts to reduce service failures
Scheduling pickups and delivery appointments
Active communication with Operations Manager regarding all potential services gaps or opportunities for process improvement
Following up on all unconfirmed or rejected pickup requests
Maintain detailed and organized documentation of all service failures
What are we seeking?
Minimum of 6 months of Transportation Experience or degree in Supply Chain/Logistics
Superior Customer Service skills including the ability to recognize the needs of the customer and effectively address those needs through active communication
Experience working in a CRM and TMS system a perk
Excellent written and verbal communication
Ability to calculate percentages, formulas and use spatial reasoning
Proficient in Excel
Customer Service Specialist
Customer service representative job in Pasadena, TX
Full-Time | Onsite (Pasadena, TX)
Schedule: Monday-Friday | 8:00 AM - 5:00 PM
Pay: $20-$25/hour (based on experience)
We are partnering with a leading manufacturer in the precision measurement and industrial tooling space to hire a highly organized, customer-focused Customer Service Specialist.
If you thrive in a fast-paced environment, love solving problems, and take pride in delivering white-glove service - this role is for you.
Position Summary
The Customer Service Specialist will serve as a primary point of contact for customer inquiries, concerns, and order requests. This role manages quotes, processes orders, monitors order status, and ensures a seamless customer experience from start to finish. You'll work cross-functionally with operations, shipping, production, and sales to keep customers informed and supported.
Key Responsibilities
Communicate with customers regarding expedited and standard orders via phone and email
Respond promptly to inquiries, quotes, order statuses, and internal questions
Enter quotes, process orders, and flag emails for sales coordination
Maintain accurate records of customer interactions and required follow-up
Collaborate with Production and Shipping to relay updates, changes, and delivery details
Verify customer requirements to ensure order accuracy
Support additional tasks and administrative duties as assigned
Qualifications & Skills
Highly organized with strong attention to detail
Demonstrated ability to process customer requests accurately and efficiently
Strong communication skills - verbal, written, and active listening
Ability to multitask and prioritize in a high-volume environment
Customer-first mindset with a professional, team-oriented approach
Reliable, punctual, and committed to strong work ethic
Eagerness to learn, take direction, and develop new skills
Experience & Requirements
High school diploma required; college degree preferred
1-2 years of customer service experience, ideally in manufacturing or a related environment
Strong data entry and typing accuracy (up to 75% of role is documentation)
Experience with CRM or MRP systems preferred
Ability to communicate professionally with customers via phone, email, and in person
Adaptable and able to thrive under pressure
Customer Service Representative
Customer service representative job in Houston, TX
A well-established industrial company is seeking a proactive and skilled Customer Service Representative to join their team. This role plays a key part in supporting customers and internal teams through exceptional communication, organization, and project management skills. The ideal candidate thrives in a fast-paced environment, is proactive, and can effectively manage multiple priorities.
Location: Houston, TX
Salary: $70,000-$80,000
Position Type: Direct Hire
Responsibilities:
Manage the full order process from receipt through fulfillment, ensuring accuracy and timeliness.
Coordinate with internal departments - including sales, operations, and logistics - to ensure smooth order execution.
Track and follow up on pending information or documentation to keep projects and orders moving forward.
Prioritize workload and respond quickly to changing demands or urgent requests.
Provide excellent customer service and maintain strong relationships with clients.
Maintain detailed records and ensure all systems are updated accurately.
Collaborate cross-functionally within the warehouse and office to resolve issues efficiently.
Requirements:
Minimum of 5 years of customer service or order management experience, ideally in a manufacturing, distribution, or industrial environment.
Proven ability to prioritize tasks, manage time effectively, and stay organized in a fast-paced setting.
Strong communication and problem-solving skills; able to think quickly and adapt.
Experience with project management or coordinating multiple moving parts preferred.
Industry experience in chemicals or chemical sales support is a plus but not required.
Proficient in Microsoft Office and ERP/order management systems.
Must be able to work fully on site and collaborate closely with team members across departments.
HR Customer Service
Customer service representative job in Houston, TX
We are seeking a HR Customer focus Associated to work with our 8000 employees on a daily basis. It will be handling payroll, benefits, and employee relations related questions. The ideal candidate will be able to communicate directly and efficiency with employees of all levels via phone and email. Strong attention to detail and sense of urgency are a needed in this role to be effective. You will be have to document conversations in the HRIS system. This is a full time role in our office off of Memorial Drive. Competitive Salary and 100% paid health insurance.
Field Services Associate with AutoCAD/ Revit / Bluebeam
Customer service representative job in Houston, TX
Job title: Field Services Associate (1-2 years' experience)
Employment Type: Direct Hire
Required Skills and Knowledge
• Knowledge of and experience with AutoCAD, Revit, Bluebeam, and Microsoft Office Suite
• Knowledge of building codes
• Proven leadership skills
• Exceptional attention to detail
• Ability to manage multiple projects under strict deadlines
• Ability to work well on a team
• Exceptional written and verbal skills
Preferred Skills and Knowledge
• Bachelor of Science Degree in Engineering, Construction Science or related field
• Previous experience in an MEP construction or consulting environment, for schools
• Previous experience in field project management in an MEP consulting environment
• Ability to read construction documents, including MEP drawings and specifications
• Knowledge of building codes
• Knowledge in the construction of power distribution, power and lighting, data networks,
telephone and intercom systems, fire alarm systems, security and access control systems,
and other standard electrical systems
• Knowledge in the construction of HVAC systems, temperature controls, and other standard
mechanical systems
• Knowledge in the construction of domestic water systems, hot water systems, storm water
systems, sanitary waste and vent systems, acid waste systems, fire sprinkler systems,
compressed air systems, gas distribution systems and fuel gas systems, and other standard
plumbing systems
Travel
Frequent; to and from job sites, client meetings, and sister offices
Ambulatory Service Representative - Cardiovascular Surgery
Customer service representative job in Lake Jackson, TX
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs.
Responsibilities:
Receives and directs phone calls from patients and physician offices
Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria
Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities
Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns
Schedules urgent care appointments as needed and directed by physician
Greets patients for scheduled and/or urgent care appointments and procedures
Confirms and verifies patient demographic and insurance information
Collect co-payments from patients upon arrival when applicable
Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information
Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed
Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. xevrcyc
Verifies eligibility for procedures or tests from various health care institutions
Reviews and audits billing discrepancy reports and researches errors for resolution
Maintains accurate and timely records, logs, charges, files, and other related information as required
Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff
Prepares special reports or spreadsheets for physicians as requested
Complies with established departmental policies, procedures and objectives
Complies with all health and safety regulations and requirements
Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors
Performs other duties as required.
Requirements:
High School Diploma or GED
Proficient in software and computer systems
Knowledgeable of business office terminology / procedures
Ability to multi task and work under stressful situation
Effective written and verbal communication skills
1+ year of customer service experience required
Experience with medical office terminology preferred
Work Schedule:
5 Days - 8 Hours
Work Type:
Full Time
Customer Experience Consultant - 100% Commission | Houston, TX (SG-669871)
Customer service representative job in Houston, TX
Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business while helping families protect their income, eliminate debt, and create generational wealth. We train you, support you, and help you win - whether part-time or full-time. What You'll Do • Contact warm leads (no cold calling) • Help families find the best protection plans • Develop leadership skills • Build a business with unlimited earning potential What We Look For • Coachable individuals hungry for growth • People who want time, freedom, and purpose • Strong communicators • No experience required (training provided) Earning Potential This is a 100% commission opportunity. Part-time: $35K-$75K. Full-time: $85K-$250K+. Top earners exceed $400K+. We hire nationwide, full-time and part-time. If you're ready to build something meaningful, apply today.
Call Center Rep, Sr
Customer service representative job in Houston, TX
We are searching for a Senior Call Center Representative- someone who works well in a fast-paced setting. In this position, you will serve as a member and/or provider advocate that understands the organization's processes, policies, and procedures to investigate, resolve and/or facilitate the resolution of simple to complex issues/questions. You will be the first point of contact for assistance or information regarding eligibility, benefits, authorizations, claims, referrals and/or any other member/provider demands. Lastly, you will assist and advocate for members and/or providers throughout the complaint and appeal process and support members with timely appointment scheduling.
Think you've got what it takes?
Job Duties & Responsibilities
• Act as a secondary resource to Call Center Representatives in the absence of the Team Lead and responds to escalated calls and triages to management, if necessary
• Identify and handle a variety of routine to complex customer or prospect inquiries or requests
• Educate members about their health coverage benefits and services and empowering members/providers by directing them toward available resources for self-help
• Meet Senior Member Service Representative performance goals for customer satisfaction, quality, productivity, and all performance metrics
• Ensure all HIPAA and state privacy and confidentiality requirements/regulations are adhered to at all times
• File complaints and appeals on behalf of members and providers within the regulatory timeframe and in compliance with departmental policies and procedures
Skills & Requirements
• High school diploma or GED
• Minimum of 3 years of customer service, call center, and/or experience within managed care or insurance industry or
• A Bachelor's degree may substitute for two (2) years of the required experience
Auto-ApplyClient Retention
Customer service representative job in Houston, TX
As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team.
As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role manages and re-engages with clients for all service lines.
Responsibilities
• Account management of existing clients
• Proactively reach out to inactive clients to rekindle relationships and encourage their return
• Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide
• Schedule client meetings, conference calls and follow-up appointments with great attention to detail
• Track outstanding proposals and follow-up with clients until proposal is signed
• Maintain client relationship management (CRM) database
Qualifications
• Bachelor's degree required
• Preferred 1+ year of experience in a fast-paced, consultative sales role
• Results-oriented, competitive, and driven to achieve activity and revenue goals
• Dynamic verbal communication, robust active listening, and excellent presentation and writing skills
• High sense of urgency with the ability to meet deadlines and changing priorities
• Collaborative and team focused
• Receptiveness to performance feedback within a team environment is essential
• Proficiency with Microsoft Office Suite and other relevant software applications
• Candidate must reside or relocate to Houston, TX
alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. Alliant
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Auto-ApplyBilingual Customer Retention Specialist
Customer service representative job in Houston, TX
Job Details Houston, TX Full Time $18.00 Hourly Day SalesDescription
We are seeking a detail-oriented Customer Retention Specialist. This position is responsible for researching account activity, resolving past due balances, and maintaining strong relationships with our customers. The ideal candidate will act as the first point of contact for clients with billing concerns or those considering cancellation of services.
In addition to account management, this position will also coordinate with field representatives on retention and cancellation efforts, serving as the main point of contact for all cancellation requests. The representative will assign and route tasks within the department to ensure timely completion and proper follow-up on customer service and retention matters.
Key Responsibilities - Collections
Contact customers via phone and email regarding past due balances; identify reasons for delinquency and arrange payment or correct errors.
Handle 80-100 outbound and inbound calls daily.
Negotiate and monitor payment plans according to company policy.
Research and resolve collection disputes professionally and efficiently.
Maintain accurate records and detailed notes for all delinquent accounts.
Manage bankruptcy accounts in compliance with procedures.
Process and resolve returned (NSF) transactions.
Prepare and file legal documents and attend court proceedings when required.
Key Responsibilities - Retention
Communicate with customers at risk of canceling services or those who have requested cancellation.
Address and resolve customer complaints to improve satisfaction and prevent cancellations.
Serve as the primary contact for all cancellations, coordinating efforts with field representatives and routing assignments to ensure smooth completion of all related tasks.
Manage the service termination process, including cancellations and container removals, after approvals.
Process and manage service agreement renewals and modifications.
Gather and report customer insights to the service team.
Stay current on industry trends, competitor activity, and potential business opportunities.
Build positive, trust-based relationships with customers to support retention goals.
Qualifications Required Qualifications
Bilingual (English/Spanish) - fluent in both written and verbal communication.
Excellent communication, time management, and organizational skills.
Strong leadership and coordination abilities; capable of directing team tasks and follow-ups.
Self-motivated team player with strong attention to detail.
Proficient in Microsoft Excel and Word.
Knowledge of standard collections practices and financial procedures.
Ability to perform effectively in a fast-paced, high-volume environment.
Education and Experience
Required: High school diploma or equivalent; minimum 5 years of experience in collections.
Preferred: Experience in a high-volume call center, commercial or business-to-business collections, or customer service environment.
Order Fulfillment Representative
Customer service representative job in Houston, TX
Purpose of Role
The Order Fulfilment Representative (OFR) manages the day to day relationship with the customer/dealer, responding to their inquiries and providing prompt and accurate information regarding Tait product and services as well as processing standard sales and service orders, returns, credits, demonstration equipment, and all related invoicing. The OFR will manage the entire order cycle to enhance business development and ensure sustainability and customer satisfaction includes planning, coordinating and monitoring logistics operations such as warehousing, inventory, transportation. This is a key role working closely with customers to build trusting relationships and provide a high standard of service while ensuring smooth operations aiming for maximum efficiency. Communication skills are a must along with efficient record-keeping abilities and a customer-oriented approach.
Scope of the Role
Check orders for configurations, pricing/discounts, Incoterms, T&Cs, and delivery requirements.
Process all customer orders in a timely manner in the ERP system using the appropriate order type.
Ensure contract review (where required) is complete and that commercial team approval is sent.
Check availability of Tait product and third party supplier, raising purchase orders where appropriate.
Plan and coordinate orders, to ensure orders deliverables are met.
Communicate any production delays and revise dates to customers and management.
Provide information to management and other interested parties on order history and current orders.
Confirm orders and delivery dates back to the customers.
Coordinate ERP corrections with product/pricing teams.
Maintain and update filing system for both outstanding and shipped orders.
Resolve any shipment discrepancies, damages, or errors during the course of a delivery.
Invoice customers in ERP and send invoices to appropriate party and copy finance team.
Process credit and material returns with proper approvals in a timely manner.
Provide regular progress reporting to both the sales team and management on status of orders.
Provide support, follow up and backup (where required) to the sales team.
Provide backup (as required) for receipting repairs upon arrival for store.
Validate repair induction requests and initiate documents/updates.
Manage and tracks repairs (customer and internal) through the repair cycle.
Provide updates to the master repair tracking list with current status and issues.
Manage ERP system to extract customer delivery dates for warranty requirements.
Apprise repair team of issues/special requirements status and warranty entitlements.
Resolve information deficiencies and updates system with data as appropriate.
Create accurate and complete ERP quotations for billable repairs when required.
Validate work completion for repair orders before closure and invoicing.
Rectify problems such as damages, shortages and non-conformance to specifications.
Monitor repair cycle time to meet performance metrics.
Generate reports from company system, review data, and assist with monthly reports.
Compile and distribute weekly serial number report to primary customers and answer any questions.
Compile and distribute weekly order tracking report to customers and answer any questions.
Manage demo equipment to ensure that the correct product meets requirements of evaluation.
Assist standardizing work processes within ERP for logistics.
Prepare expenditure requests for Tait and third party to fulfill customer service orders.
Provide purchase orders to vendors along with Tait T&Cs.
Receipt in goods/services to allow payables to process payments.
Dispatching and Export Documentation
Prepare required export documentation in accordance with the sales order requirements.
Liaise with Stores Controller to ensure customer sales and service orders are dispatched in time, accurately and any special instructions are actioned.
Negotiating with manufacturing to expedite orders (when required) to meet customer's deadlines.
Organise shipments (when required) by processing pickings lists and liaising with dispatch.
Work with freight companies to expedite & track shipments and resolve issues.
Upload tracking information and proof of delivery to customer's tracking site (if required) and ERP.
Daily purchase components required for repair from TL or Third party companies.
Daily purchase safety stock converted through ERP requisitions.
Sales and Customer Support
First point of contact for all customer inquiries product availability, pricing, delivery, and repairs.
Maintain a day to day contact with all relevant people in the appropriate sales regions.
Investigate and solve customer and supplier problems.
Update and maintain the CRM (if applicable) in an accurate manner as directed by your manager
Update and maintain the ERP in an accurate manner for the customer's orders.
Preparation of quotations and coordination of tender documents to ensure deadlines are met.
Follow up with customers for any outstanding repair quotations and advise repair team.
Follow-up with customer's order quotations to secure orders or establish reason why lost.
Regular calls with customers for support and to encourage new sales.
Work with accounts team to monitor customer payments.
Opening/maintaining/closing electronic job files and records.
Take an active role in looking for improvement opportunities in procedures and customer service.
Team Member Responsibilities
In consultation with your Manager:
Establish the most appropriate work and project related goals for you personally.
Ensure that these goals can be directly related to the team plan and our own development needs.
Break these goals down into specific, measurable and achievable objectives for yourself.
Demonstrate habit of making plans, taking action and learning from those plans and actions.
Work with your Manager to annually produce your Personal Development Plan and review regularly.
Accomplish assigned duties in accordance with ISO processes.
Raise tickets in quality tool capturing customer issues and assist with corrective action as required.
Performance Measurements
Acknowledge customer orders within two (2) hours.
Process customer's standard sales orders on ERP within eight (8) business hours and provide order confirmation to customer with planned delivery dates within sixteen (16) business hours (non-standard products or new packages measured separately.)
Process customer's repair and return orders within four (4) business hours.
Process orders with 99% accuracy for pricing and product.
Sales orders delivered in full and on time (IFOT) with 99% accuracy.
Repair orders delivered in full and on time (IFOT) with 98% accuracy.
Invoice customers within eight (8) hours of availability to process.
Call Center Representative
Customer service representative job in Houston, TX
The Call Center Representative is responsible for providing timely and professional customer service to incoming phone calls specifically for appointment scheduling. The Call Center Rep will answer incoming calls for lab results, refill requests and schedule patient appointments, manage the provider's schedules in all medical departments according to set protocol of each department and direct all incoming calls of the call system in a manner that will enhance corporate image and increase customer satisfaction. In occasion to serve as back up for Front Desk staff shortage by performing any front office duties under the direction of the Site Supervisor.
QUALIFICATIONS:
* High School Diploma or GED.
* Bilingual- English/Spanish is required.
* Able to work a flexible schedule.
* Previous experience in a Medical Setting preferred.
* Ability to manage multiple phone lines and incoming calls in timely manner.
* Ability to read and interpret documents, such as policies, procedure manuals, and reports.
* Data entry proficient.
* Experience with Electronic Medical Records Systems Preferred
* Minimum of 2 years Healthcare Call Center experience or 2 years of Customer Service Call Center experience.
* Professional and Positive attitude and able to communicate with all levels of management and more importantly with our patients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Responsible for answering incoming calls in a courteous and professional manner, address questions and route calls accordingly.
* Takes all incoming calls, facilitates patient needs, and documents all communication into the chart.
* Always ensure patient confidentiality.
* Schedule all appointments for all departments and clinics based on approved protocol for each department's registration area into the Practice Management System.
* Responsible in assisting and maintaining the patients' demographic information and insert new/updated clinical and administrative documentation in charts.
* Ensures that all patients inquiries are advised on the sliding fee scale and makes adjustments accordingly.
* Gathers third party payment information, records charges, and bills patients for services provided as indicated on the encounter form.
* Processes the charge entry into the Electronic Medical Records system.
* Schedule all incoming phone appointments using specific protocols for each department/ provider with a high degree of accuracy.
* Verify via the telephone all patient information including demographic, insurance and payment balance according to policy and instruct patients accordingly in preparation of their appointment such as the need to come in early if they need to be put on the sliding fee scale, what payment method are accepted and reminders of co-payment need to be paid at the time of service for privately insured patients.
* Receives requests from pharmacy or other providers and contacts patients with messages, to include scheduling of appointments, lab orders, or other needs, and complete documentation.
* Assists with lab callbacks or other clerical/phone tasks.
* Addresses incoming calls for lab results and schedules follow up appointments according to directions of provider.
* Alerts Site Supervisor of any pending patient requests for refills, lab results, or any other requests that have not been addressed by clinical staff or providers in a timely manner outlined by the "Telephone Triage Guide".
* Provides excellent internal/external customer service.
* Performs other duties as assigned.
* All Health Center staff members have emergency and disaster response responsibilities. Participates in all safety programs which may include assignment to an emergency response team.
Bilingual Call Center Representative I
Customer service representative job in Sugar Land, TX
For over 50 years, Texas Water Utilities has been a trusted provider of water and wastewater utility services. Today, we serve over 143,000 customers in 207 Texas communities. Our service area reaches throughout the state of Texas from Mitchell County in central Texas to Matagorda on the Gulf Shores. It all starts with our people - proud members of their communities, dedicated to delivering safe, reliable, and cost-effective water utility services.
Overview
This position is intended to perform Customer Care Functions at an entry level. This position requires significant direction from more experienced department personnel. This position will solicit approaches for performing Customer Care Functions from the more experienced members of the Customer Care team, and seek approval before making changes.
What We Offer
* 401k Company Match: 100% of the first 4% of your eligible compensation contributed to the Plan
* Vacation Accrual: Starting at 3 weeks per year
* Holidays: 10 company-paid holidays per year
* Floating Time: 16 hours of paid floating time per year
* Additional Benefit Plans include Medical, Dental, Vision, Company-Paid Life Insurance and more
* Training, Professional Certifications, and Education Allowance
What You'll Do
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
This position will be willing and able to perform the following duties and others as assigned:
* Receives, evaluates, and answers customer inquiries (phone or correspondence) in a courteous, professional, and timely manner.
* Processes service orders to the field, taking ownership of the customer inquiry to provide complete customer satisfaction.
* Estimate adjustments to consumption and escalate to the manager to provide credit adjustments.
* Make outbound calls to customers as necessary.
* Works within established guidelines and policies.
What You'll Bring
Education
* High School Diploma or GED
Work Experience
* 1 year of directly related experience in customer care.
* Must be biligual
Work Environment
Office Based Role
We are a proud Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any characteristic or condition protected by Federal, state, or local law.
We are an E-Verify participating employer.
Bilingual Call Center Representative, West Houston, TX
Customer service representative job in Houston, TX
Job Type: Full-time; Salary: $16.00
Who We Are:
Are you looking to work in a fast-paced, supportive environment? Have you been trying to find a role that challenges you and gives you applicable skills to use in your career? You've come to the right place! You can make a direct and positive impact by helping patients access mental health care and supporting mental health practitioners to run successful and sustainable practices.
Mindful Support Services is a company dedicated to empowering therapists, psychologists and nurse practitioners to dive into private practice, without doing all of the leg work that comes with it. We provide high-quality billing, marketing, and administrative services to independent mental health care providers across the Pacific Northwest. Since opening in 2011, we have added over 2,000 providers throughout our 17 locations, and we are continuing to grow!
We encourage you to apply if you have had customer service experience in ANY fast-paced industry!
About the Role:
This role is internally called "Client Support Specialist" and serves as the initial contact for new client intakes and appointment scheduling. The Client Support Specialist is trained to pair new clients with the provider that best fits their needs. They also build healthy relationships with clients over the phone by educating and setting expectations about insurance, authorizations, payments, and individual provider policies. Client Support Specialists perform an essential function in improving our community's access to mental health care. No prior medical or insurance experience is required; in-depth training is provided by the skilled and supportive team.
Responsibilities:
Create a warm and welcoming phone call for new clients calling to access mental healthcare for the first time.
Match new clients with the mental health provider that best suits their needs.
Communicate clearly and effectively.
Demonstrate excellent attention to detail when entering client data.
Meet personal/team qualitative and quantitative goals.
Assist with emotionally challenging phone calls and refer clients in crisis to the appropriate resources.
Educate clients about insurance, authorizations, provider policies, and payments.
Requirements
Who We Hire:
Customer Service Experience: 2+ years of experience in a fast-paced customer support role.
Resilience: Navigate challenging conversations with empathy and maintain composure while supporting clients facing minor or severe mental health issues.
Growth Oriented Mindset: Embrace challenges, seek continuous improvement, be open to feedback and learning opportunities.
Strong Communication Skills: Communicate clearly and effectively over the phone, email or Microsoft Teams.
Multitasking and Time Management: Handle multiple tasks, setting priorities, and managing time efficiently.
Problem-Solving Skills: Match clients with the appropriate provider based on their needs once trained.
Positive Attitude: Maintain a positive and professional attitude, even in challenging situations.
Commitment to Community: Passion for improving access to mental health care in the community.
Schedule: Full-time
Team rotates opening, mid, and closing shifts during operating hours of 7:30am-8:10pm.
Rotating weekend shifts 8am-5pm, every 1-3 weeks
Benefits
We provide our full-time employees with:
75% coverage of health, dental, and vision insurance
15 PTO days accrued annually
6 paid holidays per year
401k matching
Life Insurance
Professional development training and opportunities for advancement
We are an equal opportunity employer with a progressive workplace based on teamwork, integrity, and customer service. We are committed to cultivating the long-term professional potential of our team. Applicants from all fields are encouraged to apply. Background check required. Come join a strong team making an impact in the service world of mental health!
It is a conflict of interest for an employee of Mindful Support Services to be a current client of Mindful Therapy Group. We request that individuals who are receiving clinical services at Mindful Therapy Group wait until their care is discontinued before beginning employment.
Job Type: Full-time;
Salary: $16.00
Hiring multiple candidates for this position as we grow as a company!
Auto-ApplyBilingual Call Center Representative - Titles
Customer service representative job in Houston, TX
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.
Our Benefits:
Medical, Prescription Drug, Dental, Vision MDLive / Telemedicine
401k plan
PTO - Vacation/ Holidays/ Flex Days/ Sick Days
Educational Assistance
Employee Assistance Program
Long Term Disability
Wellness Program
Optional and Voluntary Benefits / Marketplace Discounts
Employee Vehicle Purchase/Lease Program discount
Salary and Benefits:
At Stellantis Financial Services, we ask a lot of our employees which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and matching 401(k), we ll shower you with perks, including:
Salary
: $18.00
Supplemental pay
: Referral bonus
Schedule:
8-hour shift between 8:00 am to 6:00 pm (8:00 am 5:00 pm, 8:30 am - 5:30 pm, 9:00 6:00 pm)
Dress
: Enjoy our comfortable business casual work environment
Position Summary:
The Bilingual Call Center Representative - Titles will be responsible for managing and coordinating all aspects of titles for our organization. This includes ensuring accuracy, completeness, and proper documentation of titles for our products and services.
Essential Job Duties and Responsibilities:
Handle the processing of vehicle titles with precise accuracy and all activities related to the title/lien perfection unit.
Coordinate and acts as a liaison between FDI Collateral Management, Custodian Bank and SFS/FIFS to ensure all auto titles problems are resolved.
Maintain quality control of current title status reporting ensuring that all exposed titles are handled according to established policies and procedures.
Research vehicle titles and resolves issues in a timely manner.
Maintain clear and concise communication with team members and stakeholders regarding titles status and updates.
Work closely with internal departments with handling difficult accounts and fields title-related questions.
Maintain confidentiality of personal information for consumers, including, but not limited to, Social Security numbers and dates of birth.
Perform other administrative tasks and duties as assigned.
Qualifications and Competencies: 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, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience:
Entry level, no experience required.
Must be bilingual
Education:
High school diploma and or/GED.
Skills Required:
Strong attention to detail and excellent organizational skills
Proficient in Microsoft Office Suite, particularly Excel and Word.
Excellent written and oral communication and interpersonal skills.
Ability to multitask and prioritize effectively.
Overtime required required on an as needed basis.
Travel 0-10% - as required on an as needed basis.
Must live within a commutable distance to: Houston, TX
Qualifications Preferred:
Minimum 1 month of customer service in related fields experience.
Knowledge of title processes, regulations, and compliance is preferred..
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Sitting for long periods of time, standing, walking, close vision for computer work, speaking, hearing, lift and/or move up to 10 lbs. Reasonable accommodation will be reviewed upon request.
Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.
#li-onsite
Call Center Representative
Customer service representative job in Pasadena, TX
Cellular Sales
Call Center Representative
Customer Service | Business Development
Cellular Sales is Growing!
Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company that provides a rewarding career with a family atmosphere. You bring the desire to achieve and an exceptional attitude. Cellular Sales will provide benefits, development, and a culture that values diversity and inclusion. Are you ready to take control of your income and represent the best?
We're Verizon's premier retail partner and have received multiple Agent of the Year awards. With nearly 800 stores across 40 states, we have 30-year reputation for providing unmatched in-person customer experiences. We're always expanding and looking for smart, driven, positive people to join our team of 7,000+.
JOB DESCRIPTION
Summary/Objective
Provide ongoing support to the current sales force. Ideal candidates will be creative and analytical. Should seek to build off of current foundation, and improve procedures and methods already in place. Candidates should be able to take feedback and criticism to improve productivity.
Essential Functions
Follow up on distributed leads
Generate store traffic and contribute to the markets success
Handle customer inquiries both by phone and text
Support sales force by generating sales leads
Follow communication scripts when handing different topics
Research required information using available resources
Provide customers with product and service information
Candidates should be able to take feedback and criticism to improve productivity and character
Competencies
Attention to Detail: Taking responsibility for a thorough and detailed method of working. Oral Communication: Shaping and expressing ideas and information in an effective manner.
Planning and Organizing: Setting priorities and defining actions, time, and resources needed to achieve predefined goals.
Problem Solving: Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.
Written Communication: Expressing ideas and opinions clearly in properly structured, well-organized, and grammatically correct reports or documents; utilizing language and terminology.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
Must be able to sit for long periods of time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
Position Type/Expected Hours of Work
This is a full-time position.
Travel
No travel is expected for this position.
Required Education and Experience
High School diploma or GED
Preferred Education and Experience
Previous office experience
Proficient in Microsoft Office
Knowledge of customer service principles and practices
Experience in a call center or customer service environment
Data entry and typing skills (including 10 key)
Essentials
Positive attitude
High school diploma or equivalent; college degree preferred
Minimum two years of related work experience
Effective communication skills
Interest and understanding of technology products and services
Business ownership mentality
Compensation
The highest in the wireless industry
Auto-ApplyCall Center Representative
Customer service representative job in Houston, TX
ABOUT US Celebrating over 40 years as an industry leader, 24 Hour Fitness is committed to creating a healthier, happier world through fitness with over 270 clubs in 11 states nationwide. We provide a welcoming and inclusive environment, with thousands of square feet of premium strength and cardio equipment, turf zones, free weights, functional training areas, and more. Studio and cycle classes, personal training, and innovative digital and virtual offerings are all available options to keep our member's minds and bodies fit. Join us in creating a healthy happier world by changing lives through fitness! JOB SUMMARY
As a Call Center Representative, you are responsible for making warm calls to potential customers, providing excellent customer service, and promoting our products or services. This is a great opportunity for individuals with strong communication and sales skills to thrive in a fast-paced and rewarding environment. ESSENTIAL DUTIES & RESPONSIBILITIES
* Make outbound calls to potential customers using the provided lead
* Engage customers in conversation to understand their needs and preference
* Present and promote our products or services over the phone
* Provide accurate information and answer customer inquiries
* Use effective communication and negotiation skills to close sales
* Update customer records in the sales software (e.g., Salesforce)
* Meet or exceed sales targets consistently
* Collaborate with team members to achieve call center goals QUALIFICATIONS
Required Knowledge, Skills & Abilities
* Excellent communication and interpersonal skills
* Strong sales aptitude with the ability to persuade and influence other
* Ability to work well under pressure in a fast-paced environment
* Detail-oriented with good organizational skills
* High school diploma or equivalent
Preferred Knowledge, Skills & Abilities
* Prior experience in the fitness or retail industry preferred.
* Knowledge of Membership System software preferred.
* Previous experience in telemarketing, inside sales, or outbound calling is preferred
Physical Demands/ Environmental Conditions
* Able to work 8-hour shifts
Travel Requirement
* Work from central location BENEFITS AT 24
In line with our mission to create a healthier, happier world, we offer comprehensive benefits to help our team members do just that. We offer benefits such as paid time off, medical and dental coverage, 401k with match for qualifying positions, a free gym membership, and discounts on products and personal training. We also have a variety of Employee Resource Groups that you can connect with to participate in community events both in-person and virtually.
DISCLAIMER: This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary.
Call Center Representative
Customer service representative job in Houston, TX
Job Details HCVA - Museo 8th Floor Main - Houston, TX Full Time High School Diploma/GED Other PositionsDescription
US Heart and Vascular is in need of a Call Center Representative for Houston Cardiovascular Associates in Houston, TX.
Responsibilities:
Answer incoming calls from patients and provide information, assistance, and support in a timely manner
Schedule patient appointments and coordinate with healthcare providers and clinical staff
Verify patient demographic and insurance information.
Document patient interactions, inquiries, and appointment details accurately
Follow communication “scripts” when handling different topics
Follow established call center protocols, including HIPAA compliance, to protect patient confidentiality
Handle patient complaints and concerns professionally and empathetically
Provide basic medical information and directions to patients as appropriate
Collaborate with clinical and administrative teams to resolve patient issues.
Requirements:
Minimum of 1 rear of experience
High School Diploma or equivalent is required
Strong communication and interpersonal skills.
Proficiency in using call center software and electronic health record (ECW) systems
Ability to use Microsoft Word basic correspondence
Knowledge of medical terminology and basic healthcare processes
Empathy, patience, and a customer-centric approach to patient care
Strong attention to detail and analytical skills
Knowledge of healthcare compliance and regulations, including HIPAA
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Ability to type a minimum of 30 WP
About Houston, TX:Houston is a diverse city with a booming job market in energy, healthcare, and tech. It has no state income tax, an affordable cost of living, and world-class dining and entertainment. Green spaces, museums, and pro sports teams add to its appeal. Whether for career growth or culture, Houston has it all.