Customer Sales Guide
Customer Service Specialist Job 15 miles from Arlington
What's Under the Hood DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and improve the lives of our customers and our employees by placing a focus on putting the right customer, in the right vehicle, on the right terms and on their path to ownership.
You can find DriveTime's tire tracks across the nation with dealerships where we embrace a transparent pricing approach, eliminating haggling and gimmicks and reconditioning centers where we breathe new life into pre-owned vehicles. Regardless of where you're located, if you've got DRIVE and you're looking to make an impact, we'd love for you to make a difference with us!
That's Nice, But What's the Job?
Responsibilities of the Job (Or Better Known as, Your Next Destination)
Responsible for being fully involved in sales and customer experience activities, both virtual and in-store. Performs various detailed tasks throughout the dealership such as preparing titles, loan documents and taking down payments. Takes customers on test drives, demonstrating vehicle features.
Is fully involved in sales and customer experience activities, both virtual and in-store. This includes all forms of communication and paperwork prior to a customer visit as well as in-person to provide solutions and complete the purchase.
Partner with Managers and other Customer Experience Guides to delegate tasks and responsibilities, meeting customer and company needs.
Understands and executes all administrative responsibilities including but not limited to deal documentation, underwriting, cash handling, inventory management, and meeting company provided expectations.
Understands and executes company directives, initiatives, and expectations.
Making phone calls, scheduling appointments, answering questions and educating potential customers about their options.
Collaborating with team members to reach sales targets.
Opening/closing the dealership when needed.
Knowledge, Skills and Abilities (The Good Stuff)
Professional and persuasive communication skills; must have the ability to ask for the sale and handle customer requests.
Required; at times to work a flexible schedule including early mornings, evenings and Saturdays.
Understanding the characteristics, features, and capabilities of all vehicles, and providing customers with detailed information.
Must execute the highest attention to detail when assisting with the sale processes.
Must be able to retain training instruction, implement feedback received, and adapt to any and all changes in processes:
Phase 1: Customer Engagement and Experience
Phase 2: Inventory Management and Dealership Workflow/Operations
Phase 3: Titles, Loans and Vehicle Processes
Must practice strict discretion when dealing with sensitive information and account information.
Must be comfortable operating and parking vehicles on and off the lot.
Must be able to work autonomously and take ownership on assigned tasks.
Must assure the highest level of customer experience and satisfaction.
Requirements (a.k.a. What You Need to Get the Job Done)
High School Diploma or GED required; Associates or bachelors preferred OR equivalent experience.
3+ years of related work experience such as customer service, sales, or retail industry.
Valid driver's license and acceptable driving record for the previous 3 years.
Must be at least 18 years of age.
Ability to pass a drug test and a background check.
So What About the Perks? Perks matter
Medical, dental, and vision, oh my! DriveTime Family of Brands covers a sizable amount of insurance premiums to ensure our employees receive top-tier healthcare coverage.
But Wait, There's More. 401(K), Company paid life insurance policy, short and long-term disability coverage to name a few.
Growth Opportunities. You grow, I grow, we all grow! But seriously, DriveTime Family of Brands is committed to providing its employees with every opportunity to grow professionally with roughly over 1,000 employees promoted year over year.
Tuition Reimbursement. We're as passionate about your professional development as you are. With that, we'll put our money where our mouth is.
Wellness Program. Health is wealth! This program includes self-guided coaching and journeys, cash incentives and discounts on your medical premiums through engaging in fun activities!
Gratitude is Green. We offer competitive pay across the organization, because, well... money matters!
Consistent Work Schedule. We are strong believers in work/life balance. We're closed on Sundays to give our employees valued time with family and friends.
Teamwork, Makes the Dream Work. Be part of a winning team and get winning results. Monthly bonus share, sales contests, and other perks to recognize a job well done.
World Class Training and Development. Starting as a Customer Sales Guide, you can quickly certify on higher levels and prepare for the next role with our manager training programs.
Paid Time Off & Paid Holidays. Not just lip service: we work hard, to play hard.
Anything Else? Absolutely.
DriveTime Family of Brands is Great Place to Work Certified! And get this: 90% of our rockstar employees say they feel right at home here. We could spend a lot of time having you read about ALL our awards, but we'll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don't forget Phoenix Business Journal Healthiest Employers (okay, we'll stop there)!
Hiring is contingent upon successful completion of our background and drug screening process. DriveTime is a drug-free, tobacco-free workplace and an Equal Opportunity Employer.
And when it comes to hiring, we don't just look for the right person for the job, we seek out the right person for DriveTime. Buckle up for plenty of opportunities to grow in a professional, fun, and high-energy environment!
Customer Service Specialist
Customer Service Specialist Job 22 miles from Arlington
The Customer Services specialist is a position that provides support to our Fintech and Bank services clients. They will answer client questions, assist in resolving client issues, educate clients on site processes and functionality and they will support clients with use of the company/client site.
Duties and Responsibilities
Manage client inquiries regarding account transactions, including deposits, withdrawals, while ensuring compliance and customer satisfaction.
Provide in-depth product support and research client issues.
Troubleshoot problems with applications and recommend corrective action.
Document customer information and log cases for issues
Acknowledge and maintain ownership of assigned support tickets from inception to closure
Assist with platform testing to validate configuration changes and planned enhancements prior to rollout
Work directly with clients to teach new functionality or enhancements after rollouts.
Maintain awareness of client satisfaction and escalate when and where necessary.
Optimize operations by balancing quick response times with accurate, solution-focused outcomes.
Develop and update FAQs to distill product information and customer journey insights, facilitating self-service among users.
Work closely with product teams, offering refined customer feedback to inform future product improvements.
Work on ad-hoc special projects as designated by management team
Knowledge, Skills, and Abilities
Background and/or experience in financial industry client services
Strong communication and listening skills
Ability to work well with clients
Good time management and prioritization skills
Ability to work with management for escalation items
Ability to take direction and follow procedures
Accuracy and attention to detail
Ability to rapidly learn new procedures and technologies as needed.
Skill to use a personal computer and various software packages.
Credentials and Experience
Bachelor's degree in accounting, finance or equivalent
2+ years of Customer/Client Services experience
1+ years of working in financial services field
Commercial Agency Support Representative
Customer Service Specialist Job In Arlington, TX
Commercial Agency Support Representative- Dallas, TX
Salary: $25.81 per hour/$52,000 annually
Increase your earning potential!
$1,500 sign on bonus for those with a P&C license, ask your recruiter for more details!
$1,000 completion incentive after successfully completing training and orientation (around 6 months)
When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We are looking for experienced local or agency and trucking professionals for our Dallas, TX office. This role is for people who want to support business-to-business relations with insurance agents throughout the country. You'll be the first contact for agents and their customers: answering coverage and underwriting questions, supporting policy changes, and providing troubleshooting support for both sales and service functions. Join our team to deliver personalized service that demonstrates the value of building an agency relationship with GEICO. If you want a career with plenty of growth opportunities, let's talk.
Under direct supervision, LEARNS processes for identifying, triaging and delivering solutions for sales and service inquiries related to Commercial Business-to-Business Relations via telephone calls associated with Commercial Truck Insurance. RECEIVES formal classroom training and BEGINS to handle sales and service inquiries related to Commercial Auto Insurance.
Many associates see a base salary increase of 10% within their first year as a Commercial Independent Agency Support Representative!
Qualifications & Skills:
12+ months of call center or customer facing service experienced required
P&C license preferred or 4-year degree
Preferred experience working in an insurance agency or as a trucking insurance agent
Ability to listen actively and present complex information clearly
Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills
Must be able to learn and apply large amounts of technical and procedural information
Ability to effectively communicate verbally and in writing
Ability to troubleshoot applications and escalate as needed
Ability to work comfortably in a fast-paced, high-volume call center environment
Minimum of high school diploma or equivalent; college degree or currently pursuing preferred
MEETS the requirements specified below.
Must be able to, with or without accommodation, perform the essential functions which include, but are not limited to seeing, hearing, typing, and speaking.
Must be able to speak in a professional manner by telephone.
Associate must attain and maintain the required licenses issued by the state insurance department.
Must perform duties at a stationary workstation.
Must be able to handle heavy call volume and stressful situations.
Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills.
Must be able to multi-task.
Must be able to learn and apply large amounts of technical and procedural information.
#geico700
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
Benefits:
As an Associate, you'll enjoy our Total Rewards Program* to help secure your financial future and preserve your health and well-being, including:
Premier Medical, Dental and Vision Insurance with no waiting period**
Paid Vacation, Sick and Parental Leave
401(k) Plan
Tuition Assistance
Paid Training and Licensures
*Benefits may be different by location. Benefit eligibility requirements vary and may include length of service.
**Coverage begins on the date of hire. Must enroll in New Hire Benefits within 30 days of the date of hire for coverage to take effect.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Mortgage Customer Service Rep
Customer Service Specialist Job 19 miles from Arlington
The Mortgage Customer Service Rep. is responsible for providing quality service to mortgage customers.
What will you do:
Assist the loan department in building customer relationships
Manage a heavy call volume
Support the Loan Department with the processing of mortgage loan documentation
Interact with the Loan Officer, other internal department personnel, and customers
Ensure tasks are completed timely, accurately, and professionally
Resolve loan documentation issues
Maintain and continuously improve loan operations policy, procedure, and performance.
Ensures loans and processes meet compliance standards.
Assist with reports and audits in the evaluation of loan operations performance.
What are the requirements:
High School Diploma required
Call/contact center experience
Able and willing to quickly learn industry
Some knowledge of general banking policies/procedures
Proficiency with Microsoft programs
Excellent oral and written communication skills
Strong organizational and prioritization skills
Ability to multi-task, think, and act strategically
Able to pass a drug, background, and fingerprint screen
Excellent customer service skills
You would be really happy working here if:
You can strategize, understanding the goals of the company and creating effective plans to achieve those goals.
You can be counted on in crucial times, possessing great focus while completing projects successfully and efficiently.
Investor Relations Coordinator
Customer Service Specialist Job 22 miles from Arlington
Investor Relations Coordinator
Reports To: Managing Director & Head of Investor Relations
Compensation: Total comp (base + target bonus) of $120-135k in Dallas or $100-115k in St. Louis with carry eligibility.
About the Firm:
We are a fast-growing, lower middle-market asset manager rooted in Midwestern values and committed to building strong partnerships. Our Investor Relations (IR) team is responsible for supporting all marketing, branding, and fundraising activities for the firm. This includes engagement with current and prospective investors, preparation of marketing collateral, and overall client relationship management.
Role Summary:
The Coordinator will play a critical role in administrative support, process management, and logistical coordination, ensuring the seamless execution of all activities related to fundraising, client relations, marketing, and operations. The role requires a proactive, organized, and detail-oriented individual with a passion for process improvement and client service excellence.
Key Responsibilities:
DealCloud CRM Management
Maintain accurate client and investor records, including correspondence, meeting notes, and follow-up tasks.
Add new contacts and ensure data accuracy, including addresses and company information.
Proactively create follow-up tasks for interactions, assigning them to team members with appropriate deadlines.
Regularly clean and update the CRM to ensure data integrity and optimize workflows.
Generate and analyze reports, providing actionable insights on investor activity and engagement.
Become a DealCloud expert, identifying and implementing improvements to create a best-in-class system.
Process Management & Administrative Support
Schedule meetings and coordinate calendars for the IR team, including proactive conflict resolution.
Coordinate logistics for investor meetings and roadshows, including booking travel, arranging venues, and preparing itineraries and briefing documents.
Ensure seamless execution of in-office meetings, including greeting guests (if applicable), coordinating materials, and arranging catering as needed.
Support compliance-related processes by managing investor documentation and liaising with legal counsel during closing processes (as needed).
Assist with creation and updates of marketing and investor materials, ensuring accessibility and alignment with branding guidelines.
Work with design tools (e.g., Canva) and platforms (e.g., Mailchimp) to create and distribute communications.
Draft and send follow-up communications, including thank-you emails and responses to investor inquiries (as appropriate).
Investor Relations & Marketing Support
Maintain comprehensive records of investor interactions and deliverables, ensuring timely follow-up and task completion.
Assist with the preparation and distribution of marketing collateral, such as pitchbooks, RFP responses, and investor letters (as appropriate).
Manage and update email distribution lists for investor announcements, holiday mailings, and other communications.
Coordinate logistics for investor presentations, conferences, and events, including guest lists, RSVPs, and materials.
Support social media and website updates.
Collaborate with internal teams to gather and provide information for investor requests.
Event Planning & Execution
Lead planning and logistics for investor events, including the Annual General Meeting (AGM), conferences, and other gatherings.
Manage venue selection, negotiate contracts, and coordinate event materials and branding.
Organize investor breakfasts, luncheons, and dinners, including guest list management and follow-up communications.
Oversee the creation of invitations, promotional materials, and event swag.
Virtual Data Room (VDR) & Compliance Management
Create and organize VDRs for fundraising and due diligence, managing permissions and access.
Monitor VDR activity and ensure regular updates with approved documents.
Collaborate with finance and compliance teams to maintain accurate investor records, including final commitment sizes and preferences.
Continuously assess and enhance workflows to improve efficiency and accuracy in documentation and data management.
What We're Looking For:
Highly organized with excellent attention to detail and strong project management skills.
Strong communication skills, both written and verbal, with a focus on professional and client-friendly interactions.
Proficiency in CRM tools, with DealCloud experience being preferred.
Ability to work independently and collaboratively in a fast-paced environment.
What We Offer:
Exposure to the dynamic world of investor relations and private equity.
Opportunities for professional growth and skill-building.
A collaborative team environment that values initiative, accountability, and excellence.
Insurance Customer success Representative
Customer Service Specialist Job 22 miles from Arlington
We are a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Responsibilities:
Answers a high volume of phone calls daily.
Processes change to active policies.
Provides efficient and effective 5-star customer service.
Enters client data into insurance quoting systems, keeping data accurate.
Obtains underwriting approval by completing insurance application for coverage and gathering required documentation.
Requirements:
3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
Property and Casualty license
Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
Excellent communication skills
Well-organized with good follow-through to completion
Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.
Customer Support Specialist
Customer Service Specialist Job 28 miles from Arlington
Bilingual (Spanish/English) Customer Support Specialist
CellGate - Gold Key Support Team
Join our elite customer support team at CellGate, where you'll provide top-tier support for our access control solutions to homeowners, property managers, and dealers.
Essential Requirements:
Fluent in Spanish and English (written and verbal)
Strong customer service background
Technical aptitude and willingness to learn
Salesforce experience preferred
Key Responsibilities:
Guide customers through product activation and implementation
Manage customer data and cases in Salesforce
Provide support and troubleshooting
Maintain detailed customer accounts and documentation
Skills & Qualifications:
Professional phone and email communication skills
Strong problem-solving abilities
Detail-oriented with excellent time management
Basic software proficiency
Ability to handle both customer support and on boarding of new client set-ups
CellGate offers innovative access control solutions, and we're looking for someone who can deliver exceptional customer experiences in both Spanish and English.
Join our team and help shape the future of property access control. Apply now!
Customer Support Manager
Customer Service Specialist Job 19 miles from Arlington
The Customer Support Manager needs extensive experience with supported software and hardware, as well as strong leadership skills, excellent interpersonal, business management and customer service skills. Work closely with the team of customer service representatives, technicians, and other support staff to ensure that customers have a positive experience when interacting with the company.
Essential Functions
Managing the daily operations of a firms help desk and support services
Managing staff, training, scheduling work assignments and conducting evaluations
Monitoring response times, evaluating user satisfaction levels and making recommendations for improvement.
Ensuring that all client issues have been resolved satisfactorily and that no new issues have arisen since the last contact
Evaluating and managing technical support systems hardware and software and making recommendations regarding upgrades or changes
Negotiating, writing and reporting on internal and external service level agreements
Ensuring that all company policies are followed to prevent any potential legal liability for the company
Strong ability to problem solve creatively by working “smarter” not “harder”
Respond to Help Desk calls and emails and diagnose computer problems over the telephone determining the source of the problem
Provides support to staff, including troubleshooting problems and answering questions about products or services.
Develop new ways to improve the customer experience or otherwise growing the support department.
Becomes trusted advisor that our customers will turn to when they need escalated care.
Creates new accounts, deletes terminated employee accounts and manages current accounts.
Build new computer systems for replacement and new deployment, manual and\or imaging.
Installs and troubleshoot hardware and software as needed.
Other duties as assigned
Qualifications/Skills
Bachelor's degree in business, computer science, or related field
5+ years experience in customer service or technical support
3+ years experience managing people and teams
Proven ability to coach and develop team members
Must have experience with remote access.
Excellent communication, problem-solving, and time-management skills
Proficient in Microsoft Office, with aptitude to learn new software and systems including Microsoft Dynamics CRM
This reflects management's assignment of essential functions. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Position Type/Expected Hours of Work
Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:00 a.m. to 5:00 p.m. and must work 40 hours each week to maintain full-time status. Occasional evening and weekend work may be required as job duties demand.
Work Authorization/Security Clearance
Must be authorized to work in the U.S.
Customer Service Specialist
Customer Service Specialist Job 19 miles from Arlington
Role Details:
The primary responsibility of the role is to support Research Engagement Services team with the timely processing of internal and external email volume. Additional responsibilities include service request creation and routing of requests to the appropriate internal teams.
Key Responsibilities:
Monitoring assigned email boxes and promptly processing emails into CRM database during working hours.
Creating Service Requests (SRs) in client's CRM system as the requests are received.
Monitoring a general queue for SRs and promptly routing them to the appropriate teams
Provide training and shadowing for new associates in this role.
Maintaining a record of emails processed
Experience an upbeat, positive culture. Teamwork, integrity, objectivity, and a client focused mindset are central to our values.
Work with teammates and build strong working relationships with the Research & Advisory Expert community.
Receive unlimited access to all research content.
Desired Skillsets:
Ability to provide world-class service by engaging directly with internal partners and clients
Excellent written and verbal communication skills
Strong customer service mindset
Strong time management and organizational skills
Ability to prioritize tasks effectively
Attention to detail
Ability to use problem solving skills to highlight urgent issues, when needed.
Ability to learn new systems and tools quickly
Ability to work independently and as part of a team
Ability to work with cross functional teams
Preferred:
Experience working across multiple time zones
Prior work experience in customer service
Education:
Bachelor's degree Required
Customer Support Specialist
Customer Service Specialist Job 24 miles from Arlington
Lifecycle Biotechnologies, a TCP Analytical Company in the life science industry for 40 years is looking for a Customer Support Specialist, based out of Cleburne, Texas.
The Customer Support Specialist will support our customers, ensuring orders are fulfilled on time, and correctly as requested. The position requires frequent interactions with both co-workers and clients and requires exceptional organizational skills, communications skills, and attention to detail.
JOB DUTIES AND RESPONSIBILITIES:
Primary contact to facilitate order fulfillment between shipping/ sales and production teams
Work with the operations team to ensure product fulfillment and on time shipments for all customer orders.
Scan and file customer shipping documents electronically. Responsible for communicating tracking and fulfillment to customers.
Responsible for the maintenance, organization, and utility of Customer Relationship Management Software (CRM).
Generate customer quotes for repeat customers and work with sales to input quotes for new projects or strategic clients.
Work intimately and effectively and with all internal department to accomplish goals.
Work with other Business Development personnel on product launches, social media campaigns and marketing materials.
Manage website content and website orders.
Develop and organize marketing materials for channel partners and online promotions or campaigns.
Generate Invoices and review Accounts Receivables for payment delays.
Complete order entry and communication confirmations.
Other duties as assigned.
QUALIFICATIONS:
Bachelor's Degree or equivalent work experience.
1 year of in-plant Customer Support, Laboratory, or production experience.
Previous Marketing or Sales experience preferred
Basic understanding of product costing preferred
Computer Knowledge (Microsoft Office).
DISCLAIMER:
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.
TCPA is proud to be an equal opportunity employer.
EEO Statement
We are an Equal Employment. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.
Client Service Administrator
Customer Service Specialist Job 22 miles from Arlington
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm, Much Financial Services, in Southlake, TX is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Excellent communication; written and verbal.
Attention to detail and accuracy.
Proactive management style and consistent follow-through
Minimum Requirements:
Financial Industry experience preferred.
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
Experience with MS Office Suite and the ability to learn new software quickly.
CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Receive incoming client service calls in a friendly manner.
Complete each service request and resolve client issues.
Complete and process all applications for business submitted by Advisor.
Prepare client review summary for upcoming appointments.
Maintain professional communication with clients and staff.
Assist with client updates, reports, and mailings.
Assist in setting client appointments.
Calling and scheduling with prospective clients
Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Hours
M-F 9am-5pm
Some evenings required for client events.
Salary
$40,000-$50,000
Benefits
Flex time
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Customer Operations Specialist
Customer Service Specialist Job 37 miles from Arlington
Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide
Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.
ROLE/JOB SUMMARY:
This role is part of a cross-functional team applying policies and procedures to perform responsibilities and resolve a variety of issues exercising high-level judgement and critical thinking to determine the appropriate action. Requires a self-managed professional who is able to comprehend and utilize information quickly in a challenging, fast paced environment.
MAIN RESPONSIBILITIES AND TASKS:
Customer Support and Planning
Daily detailed management of ESS/PCS Accounts
Ordering processing
Process NDA
Create new customer in BPM system
Create Purchase Reqs in MRO system
Prepare Quotations for customers
New part number set up
Attend Customer conference calls
Sample/loaner requests
Sales reporting
Weekly review of Customer Shipments
Utilizes advanced Excel functions: charts, pivot tables, V-lookup
Oversee proper close of sales orders and purchase orders
Customer project management
Liaison to all departments to ensure customer commitments are meet specific projects as assigned
Management of customer portals
Provide operational updates to customer contacts via email, phone and scheduled meetings
Planning
High level material stock interpretation for order planning and updates
Communicate with various factory personnel regarding shipment updates
Coordinate with DAL/DEUS to schedule shipments and provide a ship commitment
Apply judgement coordinating the drop shipment process with the factory to insure seamless and on time customer delivery
Finance
Assist accounting receivable and payment processing teams in resolving outstanding invoice issues
Obtaining necessary documentation from logistics teams to satisfy audit requests
Initiate Credit Memos
Process customer Credit applications
Education: One of the following Required:
Associates degree in Business or related discipline - Minimum
Work experience demonstrating a high level of competence
Job Experience: Required:
Five years of previous customer service experience or business operations required.
General skills (language, IT, etc.):
Required:
Demonstrated proficiency with computer software to include MS Office (Word and Excel),
e-mail and ERP systems. SAP experience a plus.
Excellent typing/data entry skills and high attention to detail is required.
Effective communication skills, both oral and written, are required.
Demonstrated ability to resolve issues with customers is required.
Effective time management and organizational skills required.
Bilingual Customer Service Representative
Customer Service Specialist Job 19 miles from Arlington
SNI Staffing Now has partnered with a Financial Services company in Irving, TX as they are searching for a Bilingual Customer Service Advisor.
Responsibilities:
Effectively identify and assess customer's needs to improve customer satisfaction
Handle customer questions, provide appropriate solutions and alternatives within appropriate time limits and follow up to ensure resolution
Accurately capture customer info related to payment, contract questions, billing, and cancellation
Handle delinquents with calls, emails, letters, and reporting
Process cancellations & refunds and keep reporting up to date
Verify and set up payments
Verify and set up payments
Take overflow queue calls for quoting
Handle verifying and calculating if a customer is eligible for a mileage waiver
Assist with admin duties
Job Qualifications:
A minimum of one year of prior experience in customer service, call center and/or collections
Possess a team mentality that emphasizes collaboration and support with the ability to work independently and part of a team
Highly proficient in MS Office; intermediate PC Skills, AS4000 experience is a plus
Strong customer service orientation and ability to adapt/respond to different types of personalities and situations that could require negotiation and conflict resolution
Results oriented, and ability to multi-task, prioritize, and successfully work in a fast-paced, self-directed environment
Bilingual: Spanish/English
Apply now for immediate consideration!
Customer Service Representative (Inbound Team)
Customer Service Specialist Job 22 miles from Arlington
About Us:
Loloi Rugs is a leading textile brand that designs and crafts rugs, pillows, and throws for the thoughtfully layered home. Family-owned and led since 2004, Loloi is growing more quickly than ever. To date, we've expanded our diverse team to hundreds of employees, invested in multiple distribution facilities, introduced thousands of products, and earned the respect and business of retailers and designers worldwide. A testament to our products and our team, Loloi has earned the ARTS Award for “Best Rug Manufacturer” in 2010, 2011, 2015, 2016, 2018, and 2023.
Security Advisory: Beware of Frauds
Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an
@loloirugs.com
email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates.
Loloi Rugs is seeking a highly motivated and enthusiastic Customer Service Representative for our inbound team based full-time in Dallas, TX. The ideal candidate should have excellent customer service skills, be able to multitask and manage time effectively and exhibit a high degree of professionalism.
If you have prior customer service experience and enjoy a fast-paced, entrepreneurial, creative environment with a growing company, then we'd like to hear from you.
How to Apply
Please submit a resume and cover letter when applying. Within your cover letter, please specify your preferred salary as well as your available start.
Responsibilities:
Receive incoming calls and make outbound calls
Maintain company standards to ensure high-quality service
Build relationships with customers to ensure satisfaction and repeat purchasing
Provide website login and order information to Customers and Sales Representatives
Navigate proprietary software to process faxed, emailed and web submitted orders
Analyze back-order reports, fill backorders, and process payment information
Complete new account setups using our proprietary software
Identify, assess, and maintain a follow-up on the customer, whose query you have solved, ensuring they are satisfied with the outcome
Payment processing via multiple processing platforms
Issue return authorizations and process credits, along with rebills to resolve shipping discrepancies
Generate and effectively communicate Reports to provide to the customer or representative
Attend required departmental meetings
Coordinate with internal departments to find solutions and resolve matters
Provide customers/ Reps with accurate shipping quotes and services
Possess the ability to organize and maintain a positive & productive work environment as well as an organized and clean work area
Qualifications:
Excellent organization skills
Must be able to multi-task, prioritize and manage time effectively
Excellent verbal and written communication skills
Proficiency in administrative and documentation procedures
Ability to always remain professional and courteous with customers
Requirements:
High School Diploma or equivalent; college degree preferred
2+ years of related work experience in a customer-oriented environment
What We Offer
Health, dental, and vision benefits
Paid parental leave
401(k) with employer match
A culture of meritocracy that fosters ongoing growth opportunities
A stable, growing family-owned company that looks after its employees
Loloi Rugs does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.
Patron Services Representative
Customer Service Specialist Job 15 miles from Arlington
PERFORMING ARTS FORT WORTH, Inc
Posting
Title: Patron Services Representative
Department: Patron Services
Reports To: Patron Services Supervisors
Status: Regular, Part-Time; Hourly / Nonexempt
Essential Functions:
To ensure Performing Arts Fort Worth (PAFW) achieves an optimal work environment and equitable treatment of all, employees are guided by two fundamental directives, the PAFW Operating Principles and the PAFW IDEA Statement, in addition to adhering to other terms and policies outlined in the Employee Handbook.
The Patron Services Representative fully supports all functions of the Patron Services department. The Patron Services department operates PAFW's Box Office and provides the highest level of customer service through in-person, telephone, and electronic transactions.
Education, Experience & Skills Required:
High school diploma or GED equivalent supplemented by prior general business or customer service experience. Some college is preferred.
Familiar with Microsoft Office, Word, and Excel.
Knowledge of Tessitura a plus.
Experience with handling cash and credit card transactions, performed accurately and with integrity.
Availability to work a flexible work schedule, including evenings and weekend hours, as business needs dictate.
Bilingual skills are a plus.
Must maintain a positive attitude and influence others to do the same. Must make decisions consistent with organizational policies and goals and responsibly handle confidential information. Must work with accuracy and attention to numerous details and timelines. Strong verbal communication skills are essential to interact successfully with all PAFW staff and a diverse customer base. Ability to work under pressure, consistently providing calm and effective resolution
of customer and PAFW staff concerns, requests and/or complaints in a courteous and informed manner.
Position Responsibilities:
Key activities of this position include but are not limited to:
Assist with customer relations and resolve complex or difficult customer inquiries by phone, letter, and e-mail.
Function as information and sales representative for all events related to performances at Bass Performance Hall; greet guests and work with box office and house management to help reconcile onsite customer concerns.
Assist with database maintenance, add accounts in the ticketing system, and correct or update patron information.
Process subscription and single ticket orders in the ticketing system, including the facilitation of subscriber ticket exchanges and season ticket renewals.
Ensure accurate processing, printing, and mailing of customer tickets.
Attend performances off location to provide necessary support at events that Performing Arts Fort Worth Inc serves as the box office for partner organizations.
Other PAFW and departmental duties as assigned.
Please Note:
PAFW is in the business of presenting arts and entertainment. To that end, all employees understand and accept that evenings and weekends are part of our operation. This position requires interacting with the public and being onsite for performances regularly.
This job posting is not written to provide an all-inclusive listing of responsibilities and related activities. Job duties and assignments may change at any time with or without prior notice.
Physical/Visual Activities or Demands:
Physical/visual activities or demands that are commonly associated with the performance of the functions of this position include, but are not limited to:
Working in close physical proximity to others including co-workers, vendors, and the public.
Standing, walking, sitting, reaching, talking, hearing.
Sedentary Work
Clarity of vision at a distance of 20 inches or less.
Environmental/Atmospheric Conditions:
Environmental and atmospheric conditions commonly associated with the performance of the functions of this position include but are not limited to:
Usual office conditions.
Machines, Tools, Equipment and Work Aids: Representative, but not all inclusive of those commonly associated with this position are: Computer, Printer, Ten Key Calculator, Copier, Fax, Phone.
If you are interested and meet the qualifications as noted in this job posting, submit your letter of interest and current resume.
Email: ********************
Mail: HumanResources, Performing Arts Fort Worth, Inc.
330 East 4th Street, Fort Worth, TX 76102
Inside Support Representative
Customer Service Specialist Job 15 miles from Arlington
Acara solutions is looking for a Builder Support Representative to hire in Fort Worth, TX for our partner
Pay Rate: $22 - $24/hr
The primary responsibility of the Builder Support Representative Level I role is to assist the Outside Builder Sales team in the sales cycle, adding value to create customers for life. This includes problem solving, tracking orders, creating orders, communicating backorders, scheduling deliveries, trouble-shooting issues, and assisting with billing discrepancies. Most of the customer interactions will be by phone or email.
Key Responsibilities
ADMINISTRATIVE
Maintain a full understanding of product lines, nuances to products, and be able to create complete, accurate specifications on demand.
Utilize Eclipse to manage backorders communicated by writer (calling queue).
Receive and execute purchase orders on behalf of customer's needs.
Manage backorders by contacting vendors for updates on ETAs and communicate to the writer and the customer. Provide solutions as needed.
Enter Service Now tickets for maintenance issues, technical issues.
CUSTOMER FOCUS
Own the call by trouble-shooting issues and following up with updates until resolved.
Provide clear communication to customer as well as writer utilizing internal notes section in Eclipse and/or Salesforce
Work closely with vendors to make sure product shipment /delivery dates are adhered to and communicate changes appropriately to the customer.
Required Skills / Qualifications:
Associates degree or higher
Minimum 1 year in customer service role for a complex sales cycle in similar industries
Proficient in Microsoft Suite of products
B2B Customer Service Representative
Customer Service Specialist Job 23 miles from Arlington
Gardian Holdings, LLC is a leading manufacturer of patented cargo securement technologies used in over the road, rail and ocean shipping. Gardian Holdings, LLC has a long history of market leading innovations in this space and is growing rapidly with its two primary products, Ty-Gard and Shock-Gard.
Shock-Gard LLC is seeking a new office team member to be part of a close working high functioning team that delivers exceptional service to our customers.
100% fully funded benefits including medical, vision, dental and 401K with employer match.
Full Time Employment
Office hours M-F: 7-4 or 8-5. Flexible.
Location: 3951 Corporate Drive, Lancaster, TX
JOB TITLE: Customer Service Representative
DEPARTMENT: Admin
REPORTS TO: Plant Manager
CLASSIFICATION: Non-Exempt
General :
The position will be responsible for managing all aspects when fulfilling a customer order in a B2B environment. This includes working with internal and external suppliers and customers to make every order a positive experience for the customer. Good organizational skills are a must. Orders will be received via electronic means and then executed upon via our internal process.
Responsibilities:
Directly communicates with customer contacts to fulfill orders. Contact is via phone, email, and ERP order management software systems.
Create work orders to provide to the operations team for order fulfillment.
Generates packing lists, labels, and other shipping documentation specific to order needs.
Communicates with internal colleagues, carriers, supplies, customers, and anyone required to meet the order requirements.
Data entry into ERP systems.
Other duties that may be assigned.
Skills, Knowledge and Experience:
Minimum 2 years of experience in customer service in B2B positions.
Direct customer interaction experience.
Proficiency in Microsoft Office required. Proficient in general computer skills.
Excellent writing skills including construction of emails.
Strong attention to details and time management skills.
Positive attitude with excellent teamwork, interpersonal, self-motivation and communication skills required.
WORK ENVIRONMENT AND PHYSICAL DEMANDS:
Periods of standing/walking/sitting.
Occasionally work near moving mechanical parts.
Occasional loud noise.
Occasional varying environmental temperature changes.
PAY AND BENEFITS:
Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Health insurance, Life insurance, Paid time off, and Vision insurance. All benefits are paid 100% for the employee.
We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Customer Service Representative
Customer Service Specialist Job 34 miles from Arlington
The Customer Service Associate is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A customer service associate must possess a service-oriented attitude, as well as a friendly and personable attitude
Essential duties and Responsibilities:
Act as the first point of contact for customers visiting the office when needed
Update homeowner and association information in C3 and shared files.
Use conflict resolution techniques to resolve customer issues.
Coordinate with customers to resolve any billing inquiries.
Act as the first point of contact for customers seeking help with products or technical issues. Provide troubleshooting and technical assistance to customers.
Assess the customer's needs and translate into solutions.
Process print jobs, scanning and faxing as general office support when needed
Other duties as assigned.
Knowledge and Skills:
Ability to interpret verbal and/or written instructions at a proficient level.
Proficiency in Microsoft Office products (Word, Excel, Outlook,) at a proficient level.
Ability to maintain confidentiality and discretion in the performance of all duties and responsibilities
Ability to self-motivate, be proactive, detail oriented and successfully function as part of a team.
Ability to keep workspaces organized and maintained. Alerts Office Manager of low supplies and assists in supply stocking and distribution.
Partner with multiple stakeholders, for example community managers, vendors, peers, clients.
Knowledge of company policies, procedures, and forms.
Must be able to prioritize, manage time, and meet deadlines.
Must be able to work effectively with others in person and in group setting
Must be able to communicate effectively and professionally on phone, email, and in-person.
Must be able to operate general office equipment (copier, fax, phone systems, etc.).
Professional customer service skills.
Education and Experience
High School Diploma or GED Required
At least one year of directly related or closely related experience
Working Conditions:
Typical office environment
Frequent social interaction
Sales and Service Advisor
Customer Service Specialist Job 40 miles from Arlington
If you are passionate about providing exceptional customer service and have a strong interest in the automotive industry, we encourage you to apply for the Sales and Service Advisor position at Caliber Auto Care. Join our team and help us drive customer satisfaction to new heights!
Caliber Auto Care proudly serves the greater Dallas & Fort Worth areas and provide great service on an array of automotive services, optimizing performance utilizing proven processes inside of a systematic approach to automotive repair.
The Service Advisor is responsible for selling and promoting all products and services offered by Caliber Auto Care by following the company's store standards and expectations.
Compensation: $45,000/Yr. to $60,000/Yr.
Benefits:
Closed Sundays
Competitive Bi-Weekly Pay
Tuition Reimbursement
Paid Vacation and Sick Time
6 Paid Holidays
Medical, Dental and Vision Insurance
Life Insurance (Company paid)
401(k) Retirement Savings Plan with Company Match
Discounted Services on Personal and Immediate Family Vehicles
Opportunity for Advancement!!!
Principal Duties and Responsibilities:
Promptly greet customers in a professional and courteous manner both in person and on the telephone using the Company's standardized customer service techniques.
Listen to and thoroughly document customer's concerns; inspect vehicle and refer to service history to accurately identify and verify customer's service needs.
Recommend services according to appropriate level of knowledge. Clearly communicate any additional recommendations from the Automotive Technician to the customer so that they can make an informed decision. Properly document all recommendations in customer file.
Promote the sales of appropriate services, parts, and accessories by demonstrating an understanding of the product and associated service requirements.
Provide customer with an accurate quote that includes cost and time of completion for the services approved by the customer. Provide customer with updates throughout the day on the status of their services.
Follow proper procedures when cashing out a customer's ticket to include a review of the completed multi-point inspection and explanation of applicable warranties.
Conduct post repair and declined services follow up phone calls to ensure customer satisfaction for all individual customers.
Track all new returns, core returns and warranty parts for individual customers
Other duties as assigned
Qualifications:
High School Diploma or equivalent
Must be at least 18 years of age
Prior experience as a Service Advisor is highly preferred, but not required
Professional appearance and proven ability to work in a process driven environment
Possess valid driver's license
Ability to work a minimum of five days, including Saturdays
Sun Auto Tire & Service provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Member Service Representative
Customer Service Specialist Job 22 miles from Arlington
Our Banking client in Dallas, TX is looking to hire a Member Services Representative on a direct hire basis.
Company Profile:
Well established credit union
Friendly staff and happy work environment
Member Services Representative:
Open, Close and Maintain member accounts
Refer loan products
Assist members with bookkeeping and checking account issues
Educate members on applicable products to enhance their banking experience
Reset mobile application and website logins
Help with bill payer questions and troubleshoot basic website issues
Responsible for handling customer inquiries via email and chat
Responsible for maintaining a high level of professionalism, dependability, availability and flexibility
Member Services Representative Profile:
Bachelors degree highly preferred
2+ years of customer service/ call center experience
Financial institution experience preferred
MUST have an acceptable Credit Report
Professional phone presence
Strong MS Office Skills (Word, Excel, Outlook)
Features and Benefits of Client:
Medical/Dental/ Vision- 100% covered by employer
Casual Fridays
401K with match
12 paid holidays
PTO
Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.