Associate, Client Service
Customer service specialist job in New York, NY
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply...Job Details
Job Title: Associate, Client Service, Media
Job Location: New York (Hybrid)
About the team:
Our media effectiveness client service team are experts in understanding the changing media landscape. They help organizations optimize their media campaigns, identify target audiences, and measure the impact of their marketing efforts. With a focus on cutting edge technologies, audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media. Their global coverage and local expertise enable clients to better understand media audiences and their relationships with brands to optimize investment.
About the role
The Associate is responsible for servicing media clients through the development of quality of work, efficient delivery and developing strong relationships. In this role, they will build their skills and expertise as a research partner to our clients in advising on strategy for digital and multi-platform media campaigns. This person will have strong communication and organization skills, attention to detail and interest in what makes advertising great on various media platforms.
Primary Responsibilities:
Execute advertising campaign effectiveness research studies for some of Kantar's top brand, agency and media platform clients.
Utilize various tools and partners to complete studies from start to finish.
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results.
Manage project timelines and quality, collaborating with client teams and across departments.
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies.
Develop actionable media and creative recommendations for future ad campaigns based on measurement results.
Perform quality checks to ensure project accuracy and address issues proactively.
Continuously seek to improve skills through training and team support.
Build understanding of media capabilities and analytic methods.
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment.
Essential Knowledge & Experience
Bachelor's degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices.
Strong process and time management skills; capable of prioritizing and delivering against multiple/competing deadlines; prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving
Natural curiosity, a can-do attitude, driven and ability to take initiative
Kantar Benefits
We provide a comprehensive, highly competitive benefits package, including
Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted, and are allowed to flourish in a space where their mental health and wellbeing is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
At Kantar, the diversity of our employees provides a richer environment for our employees and broader depth and breadth of thinking for our clients. Kantar is committed to inclusion and diversity; therefore, we welcome applications from all sections of society and do not discriminate on the basis of age, race, religion, gender, pregnancy, sexual orientation, gender identity, disability, marital status or any other legally protected characteristics.
Privacy and Legal Statement
PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager.
The salary range for this role in New York is $64,300 - $85,000. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
Location
New York, World Trade CenterUnited States of America
Kantar Rewards Statement
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver.
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us.
We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration.
We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
Kantar is the world's leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar's 30,000 people help the world's leading organisations succeed and grow.
Auto-ApplyCustomer Success Specialist
Customer service specialist job in Somerset, NJ
Do you love developing and nurturing great relationships?
As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S
Location: Onsite from Somerset,NJ
Qualifications:
Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with Life Sciences MSP clients.
Strong understanding of working with VMS and MSP based accounts.
Any experience working with a Hybrid/Offshore delivery model will be a plus.
Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side.
Strong interpersonal and communication skills.
Excellent negotiation and problem-solving abilities.
Excellent reputation and relationship-building skills.
Ability to work in a fast-paced, target-driven environment.
Must be a self driven and highly motivated individual.
Proficiency in using applicant tracking systems (ATS) and other relevant software.
Key Responsibilities:
Be the single point of contact for our Fortune 500 clients
Build long-term client partnerships to understand their challenges and provide solution.
Maximize market share with a client to make us their trusted staffing supplier.
Qualify new job orders and work with the delivery lead for better coverage and support.
Present candidates to Hiring Managers and follow up for feedback .
Coordinate with Client to schedule candidate interviews and onboarding.
Coordinate with recruiting team including screening, orientation, and placement of candidates.
Use CRM/ATS (Job Diva) to manage activities.
Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads.
Additional Requirements:
Must be open to travel across the country, especially locally, and support clients from their offices.
Availability to work outside regular office hours, if needed.
Benefits of working at N2S:
Uncapped Commissions
100% Contribution to Health/Dental/Vision
Technical Service Representative
Customer service specialist job in New York, NY
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Workplace Experience Associate
Customer service specialist job in New York, NY
The Concierge / Client Experience Associate is a cross-functional, client-facing role responsible for supporting daily office operations and delivering an exceptional, white-glove experience to clients, guests, and internal teams. This position supports a single-floor office that regularly hosts senior leadership, high-profile clients, and royalty, requiring the highest level of professionalism, discretion, and hospitality.
The role demands flexibility, adaptability, and a service-first mindset. The ideal candidate thrives in a fast-paced environment, enjoys variety in their daily responsibilities, and consistently goes above and beyond to anticipate and accommodate client and guest needs.
Pay Rate: $25.00/hr
Shift: 8:00am - 5:00pm; 8:30am -5:30pm; Monday - Friday
Key Responsibilities
Client & Guest Experience
Serve as a brand advocate and ambassador in every interaction with clients, guests, vendors, and employees
Deliver a high-touch, hospitality-driven experience aligned with the expectations of senior and high-profile visitors
Welcome and greet guests, vendors, and employees; answer questions and escort them to conference rooms or waiting areas
Anticipate guest needs and respond promptly, professionally, and with discretion
Hold doors for incoming clients and vendors as needed
Register guests, issue visitor badges, and maintain strict adherence to building security protocols
Provide in-house beverage service, including coffee upon request
Maintain a pristine, professional Front of House reception area at all times
Conference & Meeting Support
Set up, reset, and break down conference rooms before and after meetings
Manage and monitor client and conference rooms during meetings, including cleanliness and readiness
Assist with meeting and conference room scheduling and maintain internal tracking tools
Support catering logistics, including assisting with setup, delivery, and service for meetings
Office Operations & Facilities Support
Replenish supplies in pantries, conference rooms, and client offices
Assist with submitting work orders via Building Engines for office-related issues and visitor access
Open and close work areas at scheduled times, ensuring full operational readiness
Track, order, and restock office supplies, snacks, beverages, and stationery
Assist with printing and basic IT support requests
Administrative & Project Support
Draft proposals and support documentation as needed
Assist with invoicing, reporting, filing projects, and form completion
Prepare shipping labels and coordinate FedEx packages
Assist with ordering business cards
Coordinate birthday cards, retirement gifts, and other employee recognition items
Support desk reservations and seating coordination during peak office periods
Communication & Process Improvement
Answer incoming phone calls professionally and route to appropriate parties
Screen calls and direct messages to ensure timely and accurate communication
Maintain a high level of communication with all levels of staff, clients, and stakeholders
Create and update procedures and protocols
Identify opportunities to improve service delivery, efficiency, and overall client experience
Additional Responsibilities
Assist with ordering lunches for internal and external meetings
Perform ad hoc administrative and office support duties as assigned
Support additional tasks and projects as determined by management
Qualifications & Attributes
Exceptional customer service and hospitality skills
Ability to operate with discretion, professionalism, and confidentiality
Strong organizational and multitasking abilities
Flexible, adaptable, and comfortable managing changing priorities
Professional appearance and demeanor at all times
Proactive, dependable, and detail-oriented
The ideal candidate:
Appreciates variety in daily work operations
Is highly service-oriented and consistently goes above and beyond to meet client needs
Demonstrates a strong commitment to delivering an elevated, hospitality-focused experience
Thrives in a cross-functional environment requiring flexibility and adaptability
Is comfortable supporting high-profile individuals and maintaining the highest service standards
Member Service Agent
Customer service specialist job in New York, NY
Spring Place is a private membership club and co-working space, connecting work, leisure, and culture for its community of global influencers, creative entrepreneurs, and industry leaders.
Role and Responsibilities
Greet members and guests warmly, checking them in and making them feel welcome
Assist members with requests, problems, concerns, complaints and/or incidents/accidents brought to the Member Services desk in an attentive, courteous, respectful, helpful and efficient manner and/or escalates to management
Manage Member Services mailbox: respond to member questions and/or concerns where applicable and/or redirecting emails; manage phone calls from guests, post mail and packages for members and staff, etc.
Ensure that member spaces and lobby areas are orderly and welcoming
Positive influence for productivity and assisting fellow teammates with incoming inquiries by providing solutions and resources to support their overall success
Maintenance of Spring Place member database (NEXUDUS profiles)
Properly maintains the daily log, by tracking completed tasks, issued keys, issued lockers and reviewing the communications log on a routine basis
Accommodates member and guest's needs by scheduling, confirming and changing reservations for conference accurately and timely; enforces cancellation policies and follows up on collections.
Ensures that all conference rooms are kept in accordance with standard operating procedures and health and safety guidelines.
Provides current and detailed information about all services and products offered by Spring Place; maximizes revenue by promoting services, solicits member and guests feedback.
Assist with various projects and related duties as assigned
Qualifications/ Skills
2+ years' relative experience in customer service
A passionate team player with excellent drive, confidence and interpersonal skills.
Experience with dealing with celebrities and high-profile events is useful.
Ability to work effectively under time constraints and deadlines
Enthusiastic, highly motivated and a proactive team player
Ability to multitask, prioritize and manage time efficiently
Excellent verbal and written communication skills
Must be able to work in a fast-paced environment
Flexible schedule including morning, afternoon, evening, weekends and holidays (if needed)
Reliable, representative, positive and enthusiastic
Please note this job description is intended to convey information essential to understanding the scope of the job and the general nature, level, and expectation of the work to be performed. It is not designed to cover a complete list of qualifications, skills, efforts, duties, responsibilities, or activities associated with this position, as they may change at any time, with or without notice.
Senior Customer Service Coordinator
Customer service specialist job in Somerset, NJ
Job Title: Senior Customer Service Coordinator (Hybrid)
Schedule: Monday-Friday, 8:30 am - 5:00 pm 18 month assignment to start
Pay: 28.85/hour
Are you a detail-oriented customer support professional with a passion for building strong relationships and supporting vital business operations?
Kelly in Partnership with Johnson and Johnson has exciting opportunities to work in the Somerset NJ area in a hybrid work schedule as a Senior Customer Service Coordinator!
About the Role
As a Senior Customer Support Services Coordinator, you'll be the cornerstone of our order management process, providing exceptional service to both external customers and internal business partners across our operating companies. This hybrid role is perfect for candidates who are collaborative, organized, and committed to operational excellence, compliance, and continuous improvement.
Key Responsibilities
Specialized Order Processing: Manage sophisticated order processing, including coordination of shipments and deliveries, fulfillment of controlled substance orders, and handling cases through multiple channels (phone, email, fax).
Regulatory Compliance: Maintain thorough records and uphold rigorous compliance with guidelines set by GMP, SOX, DEA, FDA, PWC, and safety/environmental authorities.
Investigative Support: Validate, enter, balance, and edit specialty orders while applying policies, procedures, and regulatory knowledge.
Process Improvement: Handle requests for deviations; collaborate with team members to support business improvements and lean initiatives.
Cross-Functional Collaboration: Serve as a subject matter expert and go-to partner for our Sales & Marketing, E-Commerce, and Finance teams. Champion programs that benefit our environment and communities.
Qualifications
High school diploma or GED required; Bachelor's degree preferred.
Minimum 4 years' customer service experience, ideally with multitasking and handling competing priorities.
SAP knowledge (Atlas or ROTC) is required.
Proven background supporting customer service via phone calls and multi-media inquiries (email, fax, electronic system).
Outstanding oral and written communication, organizational, and investigative skills.
Demonstrated team collaboration and strong interpersonal abilities.
Experience using MS Office, ERP systems, and related business software.
Knowledge or certification in Lean methodologies is a plus.
Ability to work independently and maintain high standards of quality, compliance, and accountability.
Top 3 Must-Have Skills
SAP experience with Atlas or ROTC modules
Customer service expertise: managing orders/cases via phone, email, fax, and multi-channel inquiries
Strong communication and investigative skills: excels in team settings
Why Join Us?
Hybrid work schedule for work-life balance
Inclusive, supportive team environment
Opportunities for professional growth and development
Make an impact on our company, customers, and community
Customer Service Representative
Customer service specialist job in Woodbridge, NJ
Are you ready to embark on a rewarding career journey? At Plymouth Rock, we pride ourselves on fostering a dynamic and supportive service center environment where professionalism and teamwork are highly valued. If you're the kind of person who enjoys solving problems and helping others when they need it, this could be a great opportunity to start your career at Plymouth Rock!
We're currently seeking passionate individuals to join our team as Customer Service Representatives, where you'll play a pivotal role in providing exceptional service to our valued customers, agents, and partners. As a Customer Service Representative, you'll be at the forefront of our customer interactions, handling inbound calls with efficiency and professionalism.
RESPONSIBILITIES
• Answer inquiries via phone, email and texting regarding policies, coverages, and premiums with confidence and accuracy.
• Ensure first call resolution, making the customer experience as seamless as possible.
• Develop and maintain comprehensive product knowledge across all three lines of insurance (Auto, Homeowner, and Umbrella).
• Cultivate strong relationships with our agents and partners, contributing to our collaborative work environment.
• Utilize your analytical and decision-making skills to address policy changes and corrections effectively.
• Exceed customer and agent expectations by delivering top-notch service through positive interactions and extensive product expertise.
• The ability to work a flexible schedule is a critical aspect of this position. Hours for this position are shifts between: 8:00am-7:00pm Monday - Friday and 10:00am-3:00pm every third Saturday.
QUALIFICATIONS
• Strong interpersonal, communication, and organizational skills.
• Analytical mindset with good decision-making abilities.
• Proficiency in computer skills and data entry.
• High motivation to take ownership and follow up on tasks.
• Flexibility to adapt to a fast-paced, changing environment.
• Ability to work weekdays and rotational Saturdays.
• High school diploma required, college degree is a plus!
• Spanish language proficiency is a plus!
SALARY RANGE
The pay range for this position is $45,000 to $49,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity.
PERKS & BENEFITS
• 4 weeks accrued paid time off + 9 paid national holidays per year
• Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
• Annual 401(k) Employer Contribution
• Free onsite gym at our Woodbridge Location
• Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
• Robust health and wellness program and fitness reimbursements
• Various Paid Family leave options including Paid Parental Leave
• Tuition Reimbursement
ABOUT THE COMPANY
The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
#LI-DNI
Call Center Specialist - Debt Collection
Customer service specialist job in New York, NY
Call Center Specialist - Debt Collections (On-Site)
Merani Law • $20-$25/hour • NYC (On-Site)
Merani Law is seeking an On-Site Call Center Specialist to handle debt collection calls related to unpaid toll violations and accounts receivable. This role requires professionalism, strong communication skills, and the ability to manage high call volumes.
Key Responsibilities
Make outbound and receive inbound calls to resolve unpaid toll violations and outstanding balances.
Discuss payment options, set up payment plans, and process payments accurately.
Update customer account records and document all interactions.
Use TCN call center software to manage daily call activity.
Provide excellent customer service while following collection procedures and firm policies.
Requirements
Prior collections experience required.
Law firm experience highly preferred.
Experience with call center software (TCN preferred).
Spanish fluency (spoken & written) preferred.
Reliable attendance, strong attention to detail, and professional communication skills.
Must pass all required background and reference checks.
Customer Service Representative
Customer service specialist job in New York, NY
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
What You'll Do
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
What We're Looking For
Strong verbal and written communication skills.
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Your Background
High school diploma or equivalent required.
3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support).
Prior exposure to professional services or corporate environments a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Customer Advocacy Associate
Customer service specialist job in New York, NY
The Customer Advocacy Associate's role requires someone that can efficiently analyze customer feedback, accurately categorize the feedback, correspond with customers when appropriate, and partner with various business departments to ensure customer satisfaction.
Responsibilities:
Analyze customer survey feedback and sentiment and edit topic tags as needed using the survey application
Accurately and efficiently, correspond with customers via email and phone as necessary, with urgency, empathy, personalization, and resolution
Ensure all assigned surveys and responses have complete follow-up and closure within established SLAs
Escalate second-level issues to appropriate team members within the CAD department for resolution / customer satisfaction
Escalate any concerns or issues to the appropriate manager / supervisor when required
Assist in documenting operational processes
Assist in creating customer response templates
Identify trends in the feedback and recommend solutions to help resolve business issues to provide exceptional customer experience
Support efforts to improve the process and function of the department
Customer Service Representative
Customer service specialist job in New York, NY
Job Title: Customer Service Representative
Duration: 3 + Months (possible extension)
Pay rate: $18/hr on w2
We are seeking a detail-oriented and customer-focused professional to manage order processing, customer communications, and administrative support. This role ensures accurate order handling, timely issue resolution, and strong coordination with internal teams.
Key Responsibilities
Process customer orders received via EDI, email, and phone accurately and in a timely manner
Document and communicate all order changes or revisions to the appropriate departments
Provide required documentation to operations and warehouse teams
Maintain clear communication with customers regarding pricing discrepancies, stock availability, and potential shipping delays
Ensure all customer-related documentation is complete, accurate, and properly filed
Process RMAs and credits; coordinate with customers and finance as needed
Oversee and manage PaperVision system
Attend and participate in meetings as required
Additional Responsibilities
Answer incoming calls and provide customer assistance
Manage and resolve customer complaints; escalate to supervisors when necessary
Provide customers with missing or replacement documents (invoices, BOLs, etc.)
Support the sales team with customer and order-related needs
Greet visitors, screen calls, and relay messages to appropriate staff
Monitor facility access to ensure entry is limited to authorized employees and vendors
Complete special projects and miscellaneous customer care tasks as assigned
Prepare reports and maintain required documentation
Job Requirements
Education
High School Diploma or GED required
Experience
1-2 years of related experience and/or training, or an equivalent combination of education and experience
System implementation experience preferred
Knowledge, Skills & Abilities
Proficiency in Microsoft Excel, Outlook, EDI systems, IDS systems, and Power Sell software
Strong verbal and written communication skills
Effective time management and organizational skills
10-key data entry proficiency
Language Skills
Ability to read and interpret safety rules, procedures, and operating instructions
Ability to write routine reports and correspondence
Ability to communicate effectively with customers and employees
Math Skills
Ability to perform basic arithmetic with whole numbers, fractions, and decimals
Ability to calculate rates, ratios, and percentages and interpret graphs
Reasoning Skills
Ability to follow written, verbal, and diagram-based instructions
Ability to solve problems involving multiple variables in standard situations
Strong judgment and ability to work independently when supervision is limited
Customer Experience Operations Manager
Customer service specialist job in New York, NY
Reports To: COO / Head of Operations
Swish Breaks is the fastest-growing sports entertainment and live shopping company built by a team of passionate sports enthusiasts. With 80+ employees and over 90,000 orders fulfilled each month, we're redefining the sports collectibles experience through live-streamed entertainment, world-class ops, and an incredible customer community.
As we scale, we are investing heavily into the customer experience side of the business - developing better systems, tighter feedback loops, new tools, and an elite support operation that matches the pace of our growth.
Role Description
We are seeking a Customer Experience Operations Manager to build, own, and scale Swish Breaks' customer experience function from the ground up.
This is a foundational, highly cross-functional role - you will work closely with Operations, Product, Engineering, and Leadership to design the full end-to-end customer journey across support, issue resolution, product improvement, and overall experience.
You will be the first dedicated leader in this function, responsible for building the systems, structure, and processes that enable Swish Breaks to deliver the best customer experience in the live shopping industry. As the function scales, you will also have the opportunity to build and lead a small team (1-2 people initially).
This role is on-site in New York, NY.
Key Responsibilities
Customer Experience Strategy & Ownership
Build the full customer support and success strategy from scratch
Own the design of end-to-end customer workflows, from ticket handling to escalations
Create systems and processes that ensure consistently high customer satisfaction
Establish and track core CX KPIs (response times, resolution rates, CSAT, NPS, etc.)
Cross-Functional Collaboration
Work daily with the Operations team to identify root causes of issues and eliminate friction
Partner closely with Product & Engineering to design tools, features, and improvements based on customer feedback
Translate customer pain points into actionable insights for senior leadership
Participate in product roadmap conversations as the voice of the customer
Customer Support Systems & Tools
Select and implement support tools, ticketing systems, macros, automations, and reporting frameworks
Develop internal documentation, knowledge bases, and standard operating procedures
Identify opportunities for automation and improved efficiency
Execution & Problem Solving
Personally handle top-tier issues, escalations, and unique customer situations
Improve issue resolution speed and accuracy through structured processes
Proactively identify patterns in customer inquiries and build solutions to reduce volume
Team Building & Leadership (Future)
Potential to hire and manage 1-2 customer support specialists as demand grows
Train, coach, and develop team members to uphold Swish-level service standards
Qualifications
Required
3-7+ years of experience in customer success, customer support, or CX operations
Experience building processes, systems, or CX infrastructure from scratch
Strong operational mindset with the ability to design scalable workflows
Excellent written and verbal communication skills
Empathetic, customer-obsessed, and solutions-oriented
Experience working cross-functionally with Product, Engineering, and Operations
Ability to thrive in a fast-paced, ambiguous, rapidly evolving environment
On-site availability in NYC
Preferred
Experience in e-commerce, live shopping, marketplaces, or high-volume support environments
Prior experience selecting or implementing CX tools (Zendesk, Gorgias, Intercom, etc.)
Startup or early-stage company experience
Compensation
Salary range: $70,000 - $110,000, depending on experience.
What We Offer
Opportunity to build an entire customer experience function from the ground up
A dynamic, energetic environment in a rapidly growing sports entertainment company
Collaboration with senior leadership and cross-functional teams
Room for future team-building and leadership expansion
Competitive compensation and growth opportunities
Competitive benefits offerings
Customer Experience Manager
Customer service specialist job in Manalapan, NJ
Join Merola Tile, a leader in the ceramic tile industry. We are seeking a dynamic and self-motivated Customer Service & Experience Manager to lead and elevate our customer service teams across both coasts. This leader will inspire excellence through initiative, integrity, and accountability - building a high-performing team that delivers exceptional results. The ideal candidate will take ownership of optimizing our customer service operations, enhancing processes, and developing people to deliver a world-class customer experience. This is a hands-on leadership role for someone who thrives on improvement, drives collaboration, and brings out the best in every team member.
The Customer Experience Manager serves as both a hands-on contributor and a strategic leader who leads, inspires, and elevates the Customer Service Department by driving process excellence, ensuring timely and accurate resolution of all customer matters, and developing a high-performing, engaged team. This role demands a leader who can both execute and empower - someone with strong analytical thinking, a passion for improvement, and exceptional people skills to transform a team in need of upskilling and alignment.
Operational Management
Oversee and assist in all daily Customer Service operations for both New Jersey and California facilities, ensuring consistent execution of company standards and policies.
Delegate tasks strategically while maintaining full accountability for departmental outcomes.
Ensure adherence to requirements, shipping policies, and all relevant operational guidelines.
Manage and monitor EDI, ERP, WMS, and partner portal systems to ensure accuracy and timeliness of all orders and communications.
Collaborate cross-functionally with Warehouse Leadership, Accounting, Sales, Product, and other stakeholders to ensure smooth operational flow and prompt issue resolution.
Process Improvement & Issue Resolution
Evaluate and refine existing departmental processes, identifying inefficiencies and opportunities for improvement.
Lead the development and implementation of new workflows and best practices that enhance productivity, accuracy, and customer satisfaction.
Establish and track key performance indicators (KPIs) to monitor departmental effectiveness and proactively address performance gaps.
Drive root-cause analysis and corrective action for recurring issues to ensure long-term resolution.
Partner with leadership to recommend, pilot, and execute process improvement initiatives that align with companywide strategic objectives.
Customer & Partner Engagement
Handle escalated customer matters with professionalism, urgency, and empathy-ensuring thorough resolution and follow-up.
Serve as the escalation point for the Customer Service team, guiding them in effective communication and solution-oriented problem-solving.
Build and maintain strong relationships with key customers, trading partners, and internal stakeholders.
Champion a customer-first mindset across the team, reinforcing responsiveness, accuracy, and accountability.
Leadership & People Development
Lead, mentor, and develop the Customer Service team across both facilities, cultivating a unified, high-performance culture.
Provide hands-on mentorship to the department's current supervisor, strengthening leadership capability and operational confidence.
Conduct regular one-on-one meetings, team check-ins, and performance evaluations to drive accountability and engagement.
Identify skill gaps and design targeted training and coaching initiatives to upskill the team rapidly and sustainably.
Foster a culture rooted in professionalism, ownership, and continuous learning.
Physical Requirements:
Regularly stand/sit for extended periods, operate office equipment, perform light-moderate lifting, lift/move up to 35 lbs. occasionally, bend, twist, and maintain posture. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.
Qualifications and Education Requirements
Associate's degree required; Bachelor's degree preferred.
Minimum 5 years of experience in Customer Service or related field, with at least 2 years in a leadership capacity.
Strong proficiency in Microsoft Office (Word, Excel) and familiarity with ERP, WMS, and EDI systems.
Proven success in process improvement, team development, and customer satisfaction.
Experience with a CRM system and implementation
Excellent organizational, multitasking, and decision-making skills in a fast-paced environment.
REQUIRED SKILLS
Excellent communication skills; written and verbal.
Positive, motivating leadership style with high emotional intelligence.
Strong critical-thinking and problem-solving ability.
Patient, professional, and resilient under pressure.
High attention to detail and commitment to accuracy.
Strategic mindset with a “can-do” approach to challenges.
Experience in the tile, stone, flooring, or related materials industry,
preferred
Competencies
Leadership --Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback; Fosters quality focus in others; Improves processes, products and services;
Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Judgment-- Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision- making process; Makes timely decisions. Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Accountability-- Take ownership and accept responsibility of actions, Set the bar high and acknowledge all levels of performance from self and others, Document lessons and commit to fair and consistent correctio of sub-standard work performance
Change Management-Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results
Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Cost Consciousness--Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
Additional Notes: Must be authorized to work in the United States.
Benefits:
Medical, Vision, and Dental Insurance
9 Annual Paid Holidays (including New Year's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving, and Christmas)
Paid Time Off - earned and accrued from your first day with the company
401(k) Plan with company match (eligibility after 1 month)
Employer-Paid Life Insurance
Performance Reviews after 90 days and annually
Quarterly Company Goals - opportunity to earn up to 4 weeks of additional bonus pay annually
Employee Assistance Program (EAP)
Employee Referral Bonus Program
Employee Discount on tile after 6 months
Fresh Fruit, Coffee, Hot Chocolate, and Tea provided daily
Weekly Company Lunches
Company Culture Events - BBQs, Ugly Sweater Day, T-shirt making, Halloween contests, and more
Fun, Friendly, Family-Like Environment
Reservations Agent
Customer service specialist job in New York, NY
At Casa Cipriani, the reservation agent is responsible for performing a variety of customer service and administrative duties to support the hotel's room reservation and revenue management objectives.
Essential Functions and Responsibilities of the job include but are not limited to:
Responding to incoming calls and emails from guests in a prompt, friendly and professional manner, providing information about the hotel's rooms, rates, and services, and assisting with room reservations and inquiries. Ensure that all customer data is properly stored and protected.
Utilizing the hotel's reservation system to efficiently manage room availability, rates, and packages, ensuring that the system is updated and accurate at all times.
Processing room reservations, modifications, and cancellations, and providing guests with detailed information about the reservation process, policies, and procedures.
Create and maintain an upscale and personalized pre-arrival process that improves the guests' experience and the hotel revenue.
Up-selling room categories and hotel services to guests, leveraging knowledge of the hotel's facilities, services, and special promotions to maximize revenue.
Ensuring accurate billing and payment processes: You will be responsible for ensuring that the reservation is secured and correct.
Maintaining a high level of knowledge about the hotel's facilities, services, and local attractions, and providing recommendations and information to guests as needed.
Excellent organizational skills and attention to detail
Ability to handle challenging situations and resolve customer complaints in a professional and timely manner.
Collaborating with other departments, such as sales, housekeeping, and front desk, to ensure guests receive exceptional service and to resolve any issues that may arise.
Ensuring that you are retrieving all the necessary relevant information to support the front staff in creating smooth and memorable experiences (arrival and departure time, special occasions, needs and preferences)
Maintaining accurate and up-to-date records of guest information and reservations, including guest preferences, special requests, and payment information.
Meeting and exceeding sales goals and targets, and actively seeking opportunities to increase revenue and maximize room occupancy.
Adhering to hotel policies, procedures, and standards, including data privacy and security, and ensuring that all guest information is kept confidential.
Should be knowledgeable, understanding, and adhere to Company Core Values and Mission Statement. Must lead by example.
Perform Switchboard duties and direct calls as needed.
Participating in training and development programs to improve job skills and knowledge.
Performing other duties as assigned by the management team.
Sales-oriented mindset, with a goal-driven approach to achieving targets and maximizing revenue.
Flexibility to work varying shifts, including evenings, weekends, and holidays, as needed.
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Qualifications:
Education: A bachelor's degree in hospitality management, business administration, or a related field is often preferred.
Work experience: Several years of experience in the hospitality industry, particularly in a reservations or sales role, is usually required.
Customer service skills: Excellent communication and interpersonal skills, as well as a strong customer-focused approach, are critical in ensuring guest satisfaction.
Technical skills: Proficiency in computer systems and software, including central reservation systems (CRS), global distribution systems (GDS), and Microsoft Office, is important.
Sales and negotiation skills: The ability to sell rooms, packages, and services to potential guests, and negotiate rates and packages, is essential.
Organizational skills: The ability to prioritize tasks, manage multiple tasks simultaneously, and maintain attention to detail is crucial.
Problem-solving skills: The ability to analyze and resolve guest complaints, resolve conflicts, and make decisions under pressure is necessary.
Financial management skills: An understanding of budgeting, forecasting, and revenue management, as well as the ability to analyze financial reports, is desirable.
Teamwork: A strong ability to work collaboratively with other departments, such as front office, housekeeping, and food and beverage, is essential.
Professionalism and integrity: A professional demeanor, strong ethical standards, and the ability to maintain confidential information is expected.
Refined verbal and written communication skills.
Minimum 2 years of progressive experience in a hotel or a related field requirement.
Ability to work overnight, weekends, and holidays.
Ability to stand or walk for long periods of time.
Must be able to lift, push, and pull items up to 40 pounds.
All job requirements in the provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job description is an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested.
Talented Psychic and Tarot readers
Customer service specialist job in New York, NY
Jobs are readily available for talented Psychic and Tarot readers on a professional 800 Phone line. Customers are provided excellent readings with readers that have undergone our evaluation efficiently. Numerous great incentives include holiday bonus, yearly spend will increase, and more.
This is a chance to render services from home.
Client Services Expert
Customer service specialist job in New York, NY
smart Trade Technologies is a software company providing electronic trading solutions. Our clients are investment banks, stock exchanges, brokers and hedge funds. smart Trade enables the management of financial workflows in real-time between different market participants.
smart Trade's cutting-edge technology allows our clients to optimize their trading workflow while lowering total cost of ownership.
Join us to be part of an innovative and global company with offices in London, Milan, Aix-en-Provence, New York, Singapore, Tokyo and Tunis. You will contribute to the ambitious development plan of the company.
Job Description
As a Client Services Expert, you will work closely with the Client Services Team Lead in driving the IT Support activities for the Americas region. You will act as a subject matter expert for the team and be primarily responsible for the front-line technical support of or product solutions and software application. In addition to managing product support tickets, phone calls, and emails, you will also assist clients with product how-to questions and technical issues. You will come to strengthen a dynamic and highly technical team, in your role you will:
· Acts as a "referent" for the team on the technical, functional and procedures aspects.
· Maintain a high level of customer satisfaction.
· Manage support tickets, calls and emails.
· Follow-up issues, and define the appropriate action plans.
· Communicate client input to internal product development.
· Work with cross-functional teams to ensure client objectives are met.
· Identify potential system and client relationship enhancements.
Qualifications
· Communication skills and positive mind in order to efficiently communicate with the team and clients.
· Experiences in a Client Services position in the industry of Foreign Exchange/Electronic trading.
· General knowledge in Linux system.
· General knowledge of Java is a plus
· General knowledge in databases is a plus
· Experience with the FIX protocol is a plus.
· Experience in electronic trading related projects is ideal.
· Able to define priorities and be self-organized
Additional Information
All your information will be kept confidential according to EEO guidelines.
Customer Success Consultant
Customer service specialist job in Trenton, NJ
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Client Experience Specialist
Customer service specialist job in New York, NY
Client Experience Specialist Contract Pay Rate: $55-$60/hr The Innovation Specialist will drive innovation and enhance client experience by implementing cutting-edge solutions and fostering a
client-centric approach. This role involves identifying and integrating new technologies and methodologies, developing strong relationships with clients, and regularly reviewing and assessing processes, tools, and services.
Key duties include:
* Innovation & Technology Integration: Identify and integrate new technologies and methodologies to enhance client experience and operational efficiency.
* Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs and expectations are met.
* Process Improvement: Regularly review and assess processes, tools, and services to identify areas for improvement and implement innovative solutions.
* Project Management: Lead and manage innovation projects, ensuring timely delivery and alignment with organizational goals.
* Collaboration: Work closely with cross-functional teams to facilitate the smooth execution of innovation-related tasks and projects.
* Documentation & Reporting: Maintain thorough documentation of innovation initiatives and provide regular updates to stakeholders.
MINIMUM REQUIREMENTS:
Experience:
* 5+ years of experience in innovation and client experience.
* 5+ years of experience in customer service and client-facing roles.
Skills:
* Excellent communication skills, able to convey technical issues to non-technical audiences.
* Proficiency with innovation tools and technologies.
* Strong communication skills.
* Detail-oriented with a focus on process and quality.
About Seneca Resources:
Seneca Resources is a client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Virginia, Alabama, Georgia, North Carolina and New York that service clients throughout the United States. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.
Client Specialist- Commercial Term Lending, Commercial Real Estate
Customer service specialist job in New York, NY
JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-ApplyClient Strategy Specialist - Ascendancy
Customer service specialist job in New York, NY
Client Strategy Specialist
Title: Client Strategy Specialist
Compensation: $80,000 - $120,000
Commitment: Full-time
Benefits: Health, Dental, Vision, and Insurance Coverage
Bonus: $10,000 annual bonus potential based on team and individual performance metrics
Growth Opportunity: if successful in this role, you will have the opportunity to be promoted to Partner
Equity: Yes
Mission
As a Client Strategy Specialist, you'll be at the heart of our most important work, collaborating hand-in-hand with a Senior Strategist to ensure execution is seamless and high-impact. You'll be the first to access and leverage cutting edge AI network mapping technology while getting a masterclass in providing white-glove service as well as high-profile networking. You'll meet and work with leaders at some of the world's fastest growing AI companies. This role is built for acceleration. In time, you'll step into managing your own accounts - driving delivery, building executive partnerships, and evolving the future of our service. It's a launchpad into client leadership, with direct mentorship and the freedom to carve your own path.
What You'll Do
Keep client goals, projects, and deliverables on track
Capture meeting updates and translate them into clear tasks
Research and surface prospective advisors, partners, and media contacts
Draft outreach, manage CRM records, and maintain dashboards/KPIs
Produce high-touch client experiences, from exclusive dinners to summits
Keep data and documentation accurate while suggesting ways to improve processes
Grow into owning strategy and execution for your own client accounts
What We're Looking For
2-5 years of experience in a client-facing, fast-paced role
Outstanding organizational and communication skills with strong attention to detail and follow-through
Growth mindset and comfort working in fast-paced entrepreneurial environments
Curiosity about AI, enterprise technology, and the startup ecosystem
High emotional intelligence and a collaborative, service-oriented mentality
What Success Looks Like
Client Satisfaction - Clients feel supported, heard, and consistently impressed by the quality of your work
Project Success - Projects land on time, details are right, and communication is clear every step of the way
Outcomes Driven - You turn client needs and big ideas into clear actions that deliver measurable results
Client Ownership - Building trusted relationships, driving delivery, and serving as Client's go-to partner
Why Join Us
Our leadership has built multi-billion dollar businesses and worked with clients like OpenAI and Microsoft. Ascendancy is well funded, growing revenue, and on a clear path to $6M+ ARR in 2026. It is a rare opportunity to work in a high-growth start-up that's relatively low-risk with huge upside and responsibility. Your work will sit at the intersection of strategy and execution - making this one of the fastest ways to accelerate your career in tech and client leadership.
Auto-Apply