Customer service specialist jobs in Frederick, MD - 1,256 jobs
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Customer Leader
Customer Service Expert
Customer Service Executive
Client Service Representative - Floater (Urbana Branch)
Atlantic Union Bank 4.3
Customer service specialist job in Frederick, MD
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client
$32k-43k yearly est. 2d ago
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LLM Customization Lead - NLP Data Scientist
Capital One 4.7
Customer service specialist job in McLean, VA
A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences.
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$79k-108k yearly est. 3d ago
Customer Care Representative
Daybright Financial
Customer service specialist job in Owings Mills, MD
Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: *****************
Daybright is hiring a Customer Care Representative for our Broker Solutions Segment located in Owings Mills, MD.
JOB DESCRIPTION
The Customer Care Representative's (CCR) function is to answer ongoing calls from clients, agents, and carriers to resolve issues and clarify data related to new and existing insurance policies. The CCR may also be assigned processing of New Business that involves processing insurance applications from receipt from agents through to the submission to the insurance carrier.
RESPONSIBILITIES
Answer phones and emails, responding to basic questions regarding new and existing policies in terms of policy status, type, terms, and coverage. Track calls, documents notes and resolution in the administration system and resolve issues as quickly and accurately as possible. Escalates issues as needed to Customer Care Supervisor.
Respond to requests, sending enrollment material packets to Direct Pay accounts/clients. Review submitted applications for completeness and either forward applications to appropriate carriers or enter the enrollment in their carrier portal. Provide client payment information to SF&C Accounting department. Transmit eligibility to carriers, as needed. Periodically review union membership against existing enrollment to ensure continued enrollment eligibility.
Review/”scrub” client sheets from agents, typically on Mondays and Tuesdays, noting mistakes or omissions on a correction sheet and return them to the agent for correction. Errors and corrections are checked weekly and reviewed on Carrier Pending reports.
Have applications updated and accurately completed and prepared for pickup by late Tuesday. Designated Customer Care Rep will sort the client sheets by group, scan into indexing system, and share the client sheets to Account Administration, as needed.
Assist with discrepancy reports, researching and correcting client and carrier data, as needed.
Ongoing and as needed, cover for other team members; responsibilities are interchangeable with no specialized duties.
JOB QUALIFICATIONS
High School Diploma or equivalent
At least one year in an office environment, insurance industry helpful
RELATED COMPETENCIES:
Proficient computer skills using Excel and Word at a basic to intermediate level.
Ability to learn document management software, a cloud-based database system
Excellent verbal communication skills using English language. This job requires heavy phone use, and the Customer Care Rep must be able to listen, interpret issues, explain concepts, and communicate facts to the members of the public, policyholders, agents, and carriers in a polite and friendly manner, including when under occasional stress.
Excellent written skills using English language for writing occasional letters of coverage verification and documenting issues for files and to agents and carriers.
Good sense of teamwork. Application processing must be timely and accurate for all, and all must rise to occasion under instances of heavy volume or deadline.
Must convey a professional demeanor to project a positive, helpful, patient, and polite demeanor to our agents, policyholders, carriers, vendors, and co-workers.
CHALLENGES FOR THIS POSITION:
Both speed and accuracy of the application process depend on the quality of the received applications' data. If there are no or only minor corrections needed, things flow efficiently, however, if applications need to be returned to agents for correction, this can slow the work being done by the Customer Care Rep through no fault of their own.
The Customer Care Representative cannot know everything, nor do they have ultimate responsibility to make decisions regarding policies. Once they identify and escalate issues, they have no control over the resolution.
Customer Care Reps must be prepared to answer numerous calls and respond to emails every day, the nature of which is unknown until they are received. The Customer Care Reps must have a working knowledge of the company and carrier processes and products to escalate issues appropriately.
Occasional procedural or software training may be needed at carrier request if they are making changes to their systems and forms.
$28k-35k yearly est. 2d ago
Customer Service Representative
Caliber Collision Repair Services 3.7
Customer service specialist job in Leesburg, VA
Caliber Collision has an immediate job opening for a CustomerService Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customerservice to internal and external customers, monito CustomerService Representative, CustomerService, Representative, Retail, Service
$27k-34k yearly est. 2d ago
IAD Customer Service Baggage Supervisor
ABM 4.2
Customer service specialist job in Sterling, VA
Supervisor- Baggage CustomerService
We are seeking a skilled and experienced Supervisor to lead our Baggage CustomerService team in the aviation industry. In this role, you'll be responsible for ensuring the safe, efficient, and timely handling of luggage while maintaining smooth day-to-day operations. You'll oversee a team of handlers, coordinate with other departments, and uphold high standards of safety and service to enhance the travel experience for all passengers.
$28k-44k yearly est. 8d ago
Client Success Specialist
Summit Group 4.4
Customer service specialist job in Silver Spring, MD
The Client Success Specialist is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products. Ideally, the CSS helps the Client Success team grow their business and provide a top-notch client experience.
Collaborate with the Client Success Executive on ways to increase revenue.
Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts.
Follow trends in the marketplace to best develop creative merchandise solutions.
Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables.
Participate in sales/supplier/client meetings to increase product and solutions knowledge.
Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint.
Be people-oriented, client-focused, and assertive in developing client and supplier relationships.
Qualifications
• 2-3 years of B2B sales, inside sales or sales support experience.
• Experience in promotional products, PR, marketing services a plus.
• Familiarity with CRM systems such as NetSuite, Salesforce, Zoho etc.
• Microsoft Office proficiency required.
• Bachelor's degree preferred but applicable experience will be considered.
$59k-98k yearly est. 12d ago
Customer Service Expert
Gymboree Play & Music of Bethesda 3.7
Customer service specialist job in Bethesda, MD
BACKGROUND Gymboree Play & Music has been fostering creativity and confidence in children ages 0-5 for over 40 years. Today there are over 700 locations in 40 countries, making us the global leader in early childhood development programs. Designed by experts, our age-appropriate activities help develop the cognitive, physical and social skills of children as they play. Our programs are also recognized for their unique approach to parent involvement-which encourages participation in and understanding of each child's development.
Our class curriculum is developed by our experienced child development program directors and incorporate a balanced whole-child approach with activities to support what your child is mastering right now and what he or she will aspire to later. Classes are designed in 6-month increments to meet a child's unique interests and abilities. From birth to age 5, there's always something special awaiting you and your child at Gymboree Play & Music.
Job Description
Seeking Part-Time Customer Experience Expert: This person will be responsible for ensuring timely follow-up of customer inquiries for classes, birthday parties, special events and billing issues. Duties include emailing customers, tracking and sorting customer emails for follow-up, making phone calls, organizing customer follow-ups and action plans, and closing the loop to drive customer enrollments.
10-15 hours a week commitment
Must be available to work every afternoon from 4:00pm-6:00pm - Monday thru Friday
Position requires exceptional customerservice skills as well as computer, written and communication skills
Must be able to multi-task and take direction to drive results to manage all aspects of the customer experience
Must be reliable/dependable, extremely organized, self-motivated, action oriented and a thinker/problem solver
Flexible schedule a plus
to occasionally cover additional shifts when needed
This is an excellent position for:
College Students with afternoon availability
Persons looking for a 2nd job with fixed shift/hours week-to-week
"Young at Heart" Seniors seeking part-time work
Qualifications
CustomerService Skills, Communicator, Problem Solver, Computer Skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
$46k-91k yearly est. 3d ago
Customer Relationship Executive
Steampunk
Customer service specialist job in McLean, VA
The Customer Relationship Executive (CRE) at Steampunk is responsible for identifying, cultivating, and advancing customer relationships that directly generate new business. The CRE is responsible for identifying leads, qualifying opportunities, and closing deals with new and existing steampunk clients.
Successful candidates will have a track record of sales achievement, as well as experience with: Analyzing the industry trends and competitive landscape; researching new opportunities and potential partners that align to corporate strategy; Building relationships with new clients, partners, and vendors to accelerate growth in new accounts; and, participating other government-relevant industry associations is preferred to build brand awareness and to cultivate broad relationships for future business pursuits.
Contributions
Contributions
First and foremost, the CRE is client facing, focusing on lead generation and opportunity qualification through the development of mature customer relationships.
This focus requires a candidate with drive to meet new people, a thirst for understanding their environment, and the interpersonal skills to be an active listener who asks probing and relevant questions to shape opportunities
Conducts analysis of competitive and industry trends to identify new vehicles, opportunity pipeline and partnerships;
Works with capture resources to develop the overall win strategy and performs associated opportunity marketing;
Develops, organizes and executes client call plans, assessing win probability, and working with clients to shape acquisition strategies in order to respond to and win business with new and existing customers;
Represents Steampunk within industry associations/groups to increase brand awareness and develop strategic relationships with new partners/vendors;
Interacts routinely with all levels of Steampunk's Sector, Division, and Operations management, staff and customers and owns, prioritizes and follows through on action items.
Qualifications
Specific qualifications of the ideal candidate include the following:
Bachelor's Degree in Business, Marketing, Computer Science, Systems Engineering or related degree
Minimum of 6 years experience in IT, preferably in business development or sales
Demonstrated experience in navigating Federal acquisitions processes successfully
Successful track record of identifying and closing opportunities
Strong organization, presentation and planning skills and experience
Excellent written/verbal communication skills
Ability to manage multiple priorities in a fast-paced, high growth environment
Local Required
PERSONAL STYLE
Self-motivated, confident and entrepreneurial.
Thrive in, and enjoy a high energy, fast-paced environment. He/she will have a proven ability to present an exceptional, energetic, effervescent, engaging, and effective leadership style, which is manifested in every way through words and action.
Intellectual strength, with a disruptive thought process and a unique perspective.
High moral values, confidence, humility, integrity
Creative and strategic outlook with the flexibility to respond to changing demands. Thinks above and beyond the day-to-day responsibilities to understand broader corporate strategy.
Hands-on operating style, and desire to roll up their sleeves and simultaneously provide the vision that inspires confidence and motivates team members at all levels to support growth goals.
About steampunk
Identity Statement
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit *************************
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program.
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$47k-99k yearly est. Auto-Apply 60d+ ago
Customer Liaison ($19/hr)
California Closets CCO
Customer service specialist job in McLean, VA
Founded in 1978, California Closets has built a reputation as the leader and design authority in premium space management, delivering custom-designed organizational solutions and exceptional service. We believe home is more than just a place - it should be a source of creativity, comfort, and connection. From beautiful walk-in closets and entertainment centers to versatile pantries and home offices, we design custom storage solutions that add value to your life and home by making space for what belongs. Think of it as ‘practical magic.'
Job Description
The Customer Liaison assists customers and provides an exceptional brand experience. This position serves customers while striving to complete the appointment scheduling in an efficient and detailed manner through phone, email or when in the showroom.
What We Offer:
California Closets has both company-owned and franchise locations. This location is company-owned, therefore earns the following benefits:
Health insurance - Medical, Dental, and Vision
PTO days, floating holidays, paid holidays, and sick days
401K retirement plan with company match
40 hours/week with overtime potential
Grow your career with us - many promotional opportunities are available
Franchises are independently owned and operated and may offer different benefits.
Duties and Responsibilities:
Responsible for completing appointment scheduling in an efficient and detailed manner for our Design Consultants.
Responsible for answering incoming phone calls & emails to either the local scheduling office or local showrooms and address client needs.
Works in conjunction with the activities of the Centralized Scheduling team and communicates daily with the team regarding issues with accuracy of consultations being scheduled.
When in a showroom, serves as first contact to greet all clients who visit our showroom, including assisting the clients with signing our guestbook and offering refreshments as necessary.
Maintains the showroom at the direction of their leader in accordance with the maintenance and cleanliness checklist. This includes opening and closing of the Showroom duties.
May be assigned administrative duties including, online social media support, warranty, trade packages, additional sales support (add-ons), and other clerical responsibilities.
Assists the Sales Manager with the ongoing education and training of the Design Consultants with Central Scheduling, as needed.
Based on business size may handle accounts receivable tasks
Qualifications
1-2 years of experience of administrative and/or customerservice experience in construction and/or in the home renovations/improvement industry - preferably within a luxury brand environment
Associates Degree related to business administration / accounting from an accredited college or university preferred
Calendar management / regional scheduling experience preferred
Self-starter with a positive attitude, and ability to manage own schedule and comfortable working in a fast-paced environment
Detail oriented, organized and time management skills
Ability to provide an exceptional client experience aligned to the company values
Tech savvy with the ability to quickly learn and apply various business systems (CAD, Epicor, Salesforce, Microsoft Office, etc)
Additional Information
Find us on Facebook, YouTube, and Instagram
We are an equal opportunity employer. We E-Verify.
All your information will be kept confidential according to EEO guidelines.
#DC088
Customer service specialist job in Gaithersburg, MD
About Us:
HomeCentris is a leading provider of home health care services dedicated to improving the quality of life for our clients. We offer compassionate and professional care tailored to meet the unique needs of everyone. Our team is committed to delivering exceptional service and building strong relationships with our clients and their families.
Benefits:
Competitive salary
Health insurance benefits
Paid time off
Retirement savings plan
Professional development opportunities
Position Overview:
We are seeking a dedicated and experienced Client Relationship Specialist who is bi-lingual in Spanish/English to join our team. The Client Relationship Specialist will play a key role in building and maintaining positive relationships with our clients and their families. The ideal candidate will have a passion for providing excellent customerservice, strong communication skills, and the ability to collaborate effectively with internal teams. The CRM also acts as the client's primary point of contact at the agency and understands how to navigate the agency's resources to meet the client's needs. This position is also responsible for performing caregiver-facing activities including interviewing and scheduling caregivers for agency clients.
Responsibilities:
Client Intake and Assessment: Conduct initial assessments with clients and their families to determine their needs, preferences, and goals for home health care services.
Client Onboarding: Coordinate the onboarding process for new clients, including completing necessary paperwork, explaining service offerings, and addressing any questions or concerns.
Client Communication: Serve as the primary point of contact for clients and their families, providing regular updates on care plans, scheduling, and any changes to services.
Relationship Building: Develop and nurture strong relationships with clients and their families to ensure satisfaction with services and address any issues or concerns promptly.
Care Coordination: Collaborate with internal teams, including caregivers, nurses, and administrative staff, to ensure seamless coordination of care and timely resolution of client-related issues.
Quality Assurance: Monitor the quality of care provided to clients, conduct satisfaction surveys, and gather feedback to identify areas for improvement and implement corrective actions as needed.
Community Outreach: Represent the agency at community events, networking functions, and industry conferences to promote services and generate referrals.
Documentation: Maintain accurate and up-to-date records of client interactions, care plans, and service agreements in compliance with regulatory requirements.
Qualifications:
Two years of scheduling experience
Previous experience in client relations, customerservice, or healthcare administration (Preferred).
Knowledge of home health care services and industry regulations preferred.
Excellent communication and interpersonal skills.
Strong organizational and problem-solving abilities.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency in Microsoft Office Suite and electronic health record (EHR) systems.
Bi-lingual (SPANISH AND ENGLISH) - REQUIRED
Job Type: Full-time
Benefits:
Dental insurance
Health insurance
Paid time off
Shift:
Day shift
Ability to Commute:
Gaithersburg MD (Required)
Ability to Relocate:
Gaithersburg, MD: Relocate before starting work (Required)
$42k-75k yearly est. 26d ago
Client Experience Specialist
Casaplex
Customer service specialist job in Kensington, MD
Why Casaplex INNOVATIVE We believe that technology exists to improve the way we live, work, and play. We build and evolve integrated building technology solutions of the future and challenge the norm when it comes to technology. PROFESSIONAL DEVELOPMENT
We believe in helping our employees grow professionally. Take your career to the next level by working with passionate tech-savvy intrapreneurs.
WE CARE FOR OUR PEOPLE
We offer all the standard benefits, including health and dental, paid time off, 401k with company match and a great working environment filled with energetic, team-oriented people.
What We Are Looking For
Brilliant people! To realize our dreams, we focus on finding and developing incredibly passionate people who are interested in transforming the world we live in through the innovative use of technology.
What You Are Looking For
A position where you can grow professionally and where the company will invest in your career interests.
A job where you will be pushed and challenged.
Collaborative team.
What You Will Be Doing
Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency.
Build and maintain relationships with customers.
Promote upsell and renewal of service agreements.
What You Have
3+ years of solid experience in client/customerservice, preferably in the Audio/Video industry.
Passion in providing first class service that is evident in your prompt response and approach in dealing with client issues. You can put yourself in our client's shoes and advocate for them when necessary.
Patience, empathy, understanding the value of strong communication and excellent service standards.
Strong technical prowess and problem-solving comes naturally.
Desire to turn our customers into lifelong raving fans.
If the above resonates with you, we'd love to hear from you!
$42k-75k yearly est. 10d ago
Client Experience Specialist
Casaplex, LLC
Customer service specialist job in Kensington, MD
Job DescriptionWhy Casaplex
INNOVATIVE
We believe that technology exists to improve the way we live, work, and play. We build and evolve integrated building technology solutions of the future and challenge the norm when it comes to technology.
PROFESSIONAL DEVELOPMENT
We believe in helping our employees grow professionally. Take your career to the next level by working with passionate tech-savvy intrapreneurs.
WE CARE FOR OUR PEOPLE
We offer all the standard benefits, including health and dental, paid time off, 401k with company match and a great working environment filled with energetic, team-oriented people.
What We Are Looking For
Brilliant people! To realize our dreams, we focus on finding and developing incredibly passionate people who are interested in transforming the world we live in through the innovative use of technology.
What You Are Looking For
A position where you can grow professionally and where the company will invest in your career interests.
A job where you will be pushed and challenged.
Collaborative team.
What You Will Be Doing
Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency.
Build and maintain relationships with customers.
Promote upsell and renewal of service agreements.
What You Have
3+ years of solid experience in client/customerservice, preferably in the Audio/Video industry.
Passion in providing first class service that is evident in your prompt response and approach in dealing with client issues. You can put yourself in our client's shoes and advocate for them when necessary.
Patience, empathy, understanding the value of strong communication and excellent service standards.
Strong technical prowess and problem-solving comes naturally.
Desire to turn our customers into lifelong raving fans.
If the above resonates with you, we'd love to hear from you!
$42k-75k yearly est. 11d ago
Client Specialist Key, Tysons Corner Center, VA
Knitwell Group
Customer service specialist job in Tysons Corner, VA
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00038 Tysons Corner VA-McLean,VA 22102Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$39k-69k yearly est. Auto-Apply 60d+ ago
Private Client Specialist I - Vienna, VA
TDI 4.1
Customer service specialist job in Vienna, VA
Hours:
40
Pay Details:
$27.75 - $41.50 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
Handles complex financial transactions where products and services are highly competitive
Is competent using financial planning software
May act as a subject matter expert to Sales Support team
Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
May act as primary contact for client relationships with regards to portfolio information and basic financial planning
May resolve more difficult Client issues, problems, and requests
Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
Executes in a manner that is compliant with regulations, policies, and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
Represents TD Wealth to the public in a professional manner
Is involved in your community and supports TDBG charity and community initiatives
Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
Completes all applicable specialized training
Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
Keeps others on the team informed about status of account administration, retention, and projects
Completes assigned administrative/Client service tasks within policy and operating procedures
Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
Bachelor degree preferred
Internal candidates: 3+ years of experience working with TD's client platforms required
Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
Knowledge of investments, banking and credit products preferred
A self-starter, ability to work with minimal supervision
Ability to excel at administration and be exceptionally well organized
Demonstrates considerable initiative in providing a high level of organization
Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
Demonstrates ability to manage multiple responsibilities and timelines
Proven track record of delivering results and executing with excellence
Excellent written and verbal communication skills
Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
OCC Language:
This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$28k-37k yearly est. Auto-Apply 3d ago
Private Client Specialist I - Vienna, VA
TD Bank 4.5
Customer service specialist job in Vienna, VA
Vienna, Virginia, United States of America **Hours:** 40 **Pay Details:** $27.75 - $41.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
**Depth and Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
+ Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
+ Handles complex financial transactions where products and services are highly competitive
+ Is competent using financial planning software
+ May act as a subject matter expert to Sales Support team
+ Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
+ Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ May act as primary contact for client relationships with regards to portfolio information and basic financial planning
+ May resolve more difficult Client issues, problems, and requests
+ Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
+ Executes in a manner that is compliant with regulations, policies, and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
+ Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
+ Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
+ Represents TD Wealth to the public in a professional manner
+ Is involved in your community and supports TDBG charity and community initiatives
+ Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
+ Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
+ Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
+ Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
+ Completes all applicable specialized training
+ Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
+ Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
+ Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
+ Keeps others on the team informed about status of account administration, retention, and projects
+ Completes assigned administrative/Client service tasks within policy and operating procedures
+ Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
**Education and Experience:**
+ Bachelor degree preferred
+ Internal candidates: 3+ years of experience working with TD's client platforms required
+ Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
+ Knowledge of investments, banking and credit products preferred
+ A self-starter, ability to work with minimal supervision
+ Ability to excel at administration and be exceptionally well organized
+ Demonstrates considerable initiative in providing a high level of organization
+ Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
+ Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
+ Demonstrates ability to manage multiple responsibilities and timelines
+ Proven track record of delivering results and executing with excellence
+ Excellent written and verbal communication skills
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**OCC Language:**
+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
+ Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
+ Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$31k-36k yearly est. 2d ago
Call Center Operator - All Shifts
AFCO LLC 4.1
Customer service specialist job in Bethesda, MD
Job DescriptionDescription:AFCO provides a wide range of quality professional and administrative services. Founded in 2006, we are a leading source of staffing services and business solutions to the Federal Government. Our service solutions improve a federal agency's performance and help meet mission goals.
We are looking for motivated professional Call Center Representatives to support a Federal Agency. Quality Personnel will be utilizing government records systems to assist the department and base in its mission. If you meet these specific requirements outlined below, we invite you to apply!
The Operator Services section within the NIH Call Center Services performs a vital role for the NIH as its voice communication center. The call center is open 24 x 7, 365 days a year and is staffed with a dedicated group of individuals providing voice and data communications, TTY related services, bi-lingual services and acts as a clearinghouse for all institutes of the NIH research community, NIH personnel, its patients, national and international health organizations and healthcare practitioners. Call Center Services employees are classified as “essential personnel” by the Department of Health and Human Services.
· Follows NIH and Team AFCO-cFocus policies and procedures
· Internal or external customerservice and relationship management, serving as the first line of support, hospital staff support, and help desk
· Serves customers by taking telephone, fax, and email; and providing information
· Ensures the appropriate level of customerservice is delivered
· Ensure that correct information is shared with all callers and outstanding customerservice is delivered by phone and in writing
· Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members, and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems, and provide information
· Support Signal Paging
· Support Emergency Paging
· Support NIH General Information Inquiry Calls
· Support Overhead Paging
· Support Language Interpreter Services (CYRACOM)
· Support On-Call Schedule Management
· Provide Daily Status reports
Requirements:
EDUCATION
High School diploma
EXPERIENCE
Six months experience in and office setting
SKILLS
· Well suited candidates will possess the following skills:
· Clear and concise communication.
· Active listening.
· Ability to problem solve
· Ability to analyze customer issues, identify the root cause, and find effective solutions.
· Show empathy and understanding towards frustrated or upset customers is crucial for building rapport and resolving conflicts.
· Technical Proficiency using computers, CRM software, and other call center-specific technologies.
· Ability to adjust to different situations, customer needs, and call center procedures is essential.
· Strong organization skills to manage their time, prioritize tasks, and keep track of customer information.
· Patience when dealing with difficult or demanding customers.
· Ability to handle multiple tasks simultaneously, such as listening to a customer, typing notes, and navigating computer systems.
· A positive and professional attitude to provide excellent customerservice.
· Quick and active learner and retain important information to ensure the proper information is conveyed to the client.
· Ability to de-escalate tense situations and find resolutions that satisfy both the customer and the agency.
SHIFTS
MON - FRI
Shift 1 7am-3pm
Shift 2 7am-1pm
Shift 3 7am-3:45pm
Shift 4 8am-4:45pm
Shift 5 9am-5:45pm
Shift 6 3pm-11pm (midday)
Shift 7 11pm-7am (night)
SAT
Shift 1 7am-3:45pm
Shift 2 3pm - 11pm (midday)
Shift 3 11pm-7a (night)
SUN
Shift 1 7am-3pm
Shift 2 3pm-11pm (midday)
Shift 3 11pm-7am (night)
$30k-38k yearly est. 17d ago
Call Center Operator
Columbia Medical Practice 3.7
Customer service specialist job in Columbia, MD
Job Description - Call Center Operator
The Call Center Operator is the first point of contact for patients at Columbia Medical Practice (CMP). This role ensures excellent customerservice by handling incoming calls, scheduling appointments, and supporting daily operational needs of the call center. The Call Center Operator follows CMP policies and procedures while maintaining efficiency, accuracy, and professionalism.
SUPERVISION RECEIVED
Reports to the Call Center Manager.
RESPONSIBILITIES
Patient Interaction & Registration
• Answer incoming calls promptly and professionally using CMP standards.
• Register patients accurately in the EHR, including demographics, insurance, and eligibility verification.
• Inform patients of CMP insurance/payment policies.
• Assist with medical record requests and portal enrollment.
Appointment Scheduling
• Schedule patient appointments according to department/provider guidelines.
• Manage cancellations, no-shows, and reschedules.
• Optimize schedules for efficiency, including double bookings or extended hours when approved.
• Monitor call volume and assist in meeting call center performance goals.
Team Support & Communication
• Communicate effectively with providers, staff, and outside entities (labs, imaging centers, hospitals).
• Assist with training and onboarding of new call center staff.
• Provide coverage for coworkers as needed.
• Escalate issues or unusual calls appropriately.
EDUCATION & EXPERIENCE
• High school diploma or GED required.
• Associate degree in a clinical or business field preferred.
• Minimum 2 years of call center experience required; experience in a physician office preferred.
KNOWLEDGE & SKILLS
• Excellent verbal communication and active listening skills.
• Strong customerservice orientation and ability to multitask.
• Proficiency with EHR systems and general office software.
• Knowledge of HIPAA and OSHA guidelines.
• Ability to work independently and as part of a team.
ENVIRONMENTAL & PHYSICAL DEMANDS
• Normal office environment with potential exposure to communicable diseases.
• Extended periods of sitting, phone use, and computer work.
• Must be able to multitask in a fast-paced setting and communicate clearly.
Columbia Medical Practice is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company
$33k-40k yearly est. 2d ago
Call Center Operator
Laurel Dental Office
Customer service specialist job in Ellicott City, MD
Preferred Dental is a general dentistry office in Ellicott City, MD. We are professional, agile, innovative and our goal is to deliver quality comprehensive care tailored to specific patient needs with the intent to improve overall health, quality of life, and increase life span through immaculate oral health..
Our work environment includes:
Modern office setting
Growth opportunities
Wellness programs
4-day work week
Business, sales, and communications training
We are seeking energetic and reliable professionals to join our team of Call Center Representatives. The successful candidates will be responsible for answering incoming customer calls, utilizing company policies to solve customer issues and directing calls to the managerial team when necessary. Our Call Center Representatives are often the first point of contact for new and existing patient scheduling and any related issues, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions.
Responsibilities:
Speak clearly to customers.
Communicate in writing with excellent grammar, punctuation, and spelling
Provide good customerservice.
Answer questions about company services.
Handle problems that may arise when dealing with patients and non-patients.
Communicate with patients and resolve their problems or complaints.
Take notes of customerservice calls.
Explain the different policies to customers.
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Benefits:
401(k) matching
Health insurance
Dental care coverage
Employee discount
Paid time off
Paid training
Schedule:
Monday, Tuesday, Thursday, Friday as per office hours of the office
Supplemental pay types:
Bonus pay
$17-18 hourly Auto-Apply 60d+ ago
Client Service Representative - Floater (Urbana Branch)
Atlantic Union Bank 4.3
Customer service specialist job in Frederick, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
* Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customerservice skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
$32k-43k yearly est. 2d ago
Client Experience Specialist
Casaplex
Customer service specialist job in Kensington, MD
Job Description Why Casaplex
INNOVATIVE
We believe that technology exists to improve the way we live, work, and play. We build and evolve integrated building technology solutions of the future and challenge the norm when it comes to technology.
PROFESSIONAL DEVELOPMENT
We believe in helping our employees grow professionally. Take your career to the next level by working with passionate tech-savvy intrapreneurs.
WE CARE FOR OUR PEOPLE
We offer all the standard benefits, including health and dental, paid time off, 401k with company match and a great working environment filled with energetic, team-oriented people.
What We Are Looking For
Brilliant people! To realize our dreams, we focus on finding and developing incredibly passionate people who are interested in transforming the world we live in through the innovative use of technology.
What You Are Looking For
A position where you can grow professionally and where the company will invest in your career interests.
A job where you will be pushed and challenged.
Collaborative team.
What You Will Be Doing
Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency.
Build and maintain relationships with customers.
Promote upsell and renewal of service agreements.
What You Have
3+ years of solid experience in client/customerservice, preferably in the Audio/Video industry.
Passion in providing first class service that is evident in your prompt response and approach in dealing with client issues. You can put yourself in our client's shoes and advocate for them when necessary.
Patience, empathy, understanding the value of strong communication and excellent service standards.
Strong technical prowess and problem-solving comes naturally.
Desire to turn our customers into lifelong raving fans.
If the above resonates with you, we'd love to hear from you!
How much does a customer service specialist earn in Frederick, MD?
The average customer service specialist in Frederick, MD earns between $25,000 and $43,000 annually. This compares to the national average customer service specialist range of $26,000 to $42,000.
Average customer service specialist salary in Frederick, MD
$33,000
What are the biggest employers of Customer Service Specialists in Frederick, MD?
The biggest employers of Customer Service Specialists in Frederick, MD are: