Customer service specialist jobs in Smithtown, NY - 1,192 jobs

Salary: $48000.0 - $65000.0/year Experience: 1 Year(s) Bilingual Licensed Insurance Customer Service (Spanish/English) State Farm Agent - Mastic, NY | In-Office P&C Insurance Licensed and bilingual in Spanish/English? Join a busy State Farm agency providing customer service, policy support, and coverage guidance. Base pay + bonus, PTO, retirement, growth opportunity. Apply today. (Requirements: Active P&C license, bilingual Spanish/English, in-office Mastic, NY) PIdeb288***********8-39390988

Job Details Contract Type: Unlimited / Full-Time Country / City: United States / Stamford, CT Company: Beiersdorf Job Function: Marketing / Market Research Your Tasks Localize & Execute Global Training Agenda in U.S. Collaborate with Global CIM team on adaptation of best-in-class interaction guidelines/ communications with consumers (across platforms) in accordance with U.S. regulations. Augment Global training content with development/ execution of local modules, reflective of local product portfolio (and update to accommodate changes over time). Collaborate with Marketing Brand Teams via Brand Ambassador Program to identify key information on all new products/ programs. Review Charter Plans to identify key dates in marketing launch calendar. Create and update product FAQs in collaboration with Marketing, Legal & Regulatory. Develop & refine SOPs to ensure consistent handling of consumer contacts. Monitor quality of consumer interactions and address gaps. Identify & Successfully Resolve Sensitive Cases/Questions Needing Research Serve as single point of contact internally & externally (for Transcom) regarding questions that require additional research/ re-direction. Identify sensitive cases and create a plan of action commensurate with degree of risk. Alert and escalate if a situation has potential to become a crisis. Provide management, quality management (including Coppertone Quality & MU Quality), marketing and other relevant stakeholders with processing & tracking updates on number and handling of sensitive cases, with process optimization recommendations for mitigating risk. Manage processing of all incoming consumer mail (on rotating basis w/ Technical role) * Review all incoming mail/ retrievals to Stamford HQ, prioritize for processing and route to relevant groups/ channels for resolution. Ratings & Reviews (Aquaphor & NIVEA Brands) * Review and respond to ratings and reviews across multiple platforms. Ask Ulta, Ask BJs (Power Reviews) and Ask Target, Ask Walmart, Ask Sam's Club (Bazaarvoice Connections) Your Profile Bachelor's Degree preferred (QM, Consumer Insights, Marketing, Psychology/ Sociology, English, Communications or related fields) Computer skills (Windows, Office; SAP) Minimum of 3-6 years of experience in roles within: Marketing/Consumer or Market Research or Digital & Media/E-Com, PR/ Communications and Quality Management Experience in market research or psychology/ sociology is beneficial Experienced Salesforce Lightning Service Cloud and training tools (i.e.Kahoot), ideally with experience in 2nd level support and trainings Fluent in spoken and written English with excellent written & verbal communication skills Business acumen Strong stakeholder management Ownership mentality Process improvement & continuous learning mindset Ability to navigate complexity and ambiguity Must have experience effectively collaborating and influencing others Proven ability to with analyze and turn insights into action Ability to seek impact not harmony, while challenging appropriately Apply critical thinking and challenge the status quo Strong interpersonal and communication skills, both written and verbal Must be able to work independently in a fast paced, lean organization and be very organized and detail oriented Ability to prioritize work Experience establishing a new role and establishing new ways of working Additional information ADDITIONAL INFORMATION: At Beiersdorf, we value diversity and aim to provide equal opportunities to all of our applicants - regardless of e.g. gender, sexual identity, nationality, ethnicity, religion or ideology, disability or age. We would therefore ask you to include only information and data in your documents which are relevant for the assessment of your application (e.g. curriculum vitae with relevant references and certificates). For instance, please feel free to upload your CV without a picture. Beiersdorf North America - Recent Awards Winner of Comparably's Award for Best Company Outlook (2021, 2024, 2025) Winner of Comparably's Award for Best Company Work Life Balance (2025) Winner of Comparably's Award for Best Company Culture (2023, 2024) Winner of Comparably's Award for Best Company Compensation (2020, 2022-2024) Winner of Comparably's Award for Best Company Perks and Benefits (2024, 2025) Winner of Comparably's Award for Best Company for Happiness (2022,2023, 2024, 2025) Winner of Comparably's Award for Best CEO / General Manager (2020, 2024) Winner of Comparably's Award for Best Sales Team (2023, 2024, 2025) Winner of Comparably's Award for Best Leadership Teams (2020, 2021, 2023, 2025) Winner of Comparably's Award for Best Company for Diversity (2022) Check us out on Comparably:*********************************************** Having trouble applying? Go to ********************* to search our careers page. Beiersdorf is an Equal Opportunity Employer.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25 / hr. and $45 / hr., depending on the In-Home Usage Test project. No experience required. There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. We are a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access. It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties : Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.) Take care of the product being tested and use it responsibly Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.) Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses) There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm Write reviews as requested in the In-Home Usage Test Daily Schedule for each project Requirements : Ability to follow specific instructions Excellent attention to detail and curious spirit Be able to work 15-25 hours per week and commit to a certain routine Have access to a computer and a reliable internet connection Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary. Benefits : Very competitive pay rate Weekly pay Work around your own schedule Learn about an exciting industry Telecommute (you can work from home, work or school) Most of the time you can keep the product you tested

Relationship Manager Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm's service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities Deliver white-glove service to clients with speed, accuracy, and professionalism Prepare for client meetings and proposals with exceptional attention to detail Draft and manage client communications via email, phone, and written correspondence Participate in client meetings, document notes (with AI support), and manage follow-ups Gather and organize information to support comprehensive financial planning Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.) Maintain meticulous CRM documentation of all client communications, tasks, and appointments Assist with account maintenance, asset allocations, and quarterly reporting Serve as the first line of response for client inquiries across email and phone Build and deepen client relationships with empathy, connection, and professionalism Partner with operations to proactively resolve custodial issues and escalate when appropriate Adhere to all firm and industry supervisory and compliance requirements Participate in firm meetings, training, client events, and continuing education Support additional service-related responsibilities as required Candidate Profile Service-oriented with a genuine interest in caring for clients Exceptionally organized, dependable, and detail-oriented Calm, professional, and effective in a fast-paced environment Process-driven with strong ownership and accountability Excellent time management and multitasking capabilities Comfortable using CRM and workflow tools (Salesforce preferred) Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks 3-5 years of experience in financial services (RIA experience strongly preferred) Strong working knowledge of Schwab custodial operations Open to learning and adopting new technology as systems evolve Licensing & Education Series 65 required Bachelor's degree strongly preferred CFP certification or desire to pursue Strong understanding of client confidentiality and discretion Clean U-4 and U-5 history Reporting & Collaboration Reports to: Lead Advisor Functional Area: Client Success / Operations Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers Compensation & Benefits Base Salary: $70,000 - $90,000 Bonus: Performance-based, tied to individual and firm objectives Employment Type: Full-time W-2 Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits Career Development: Clear progression and professional growth opportunities

Benefits: 401(k) matching Competitive salary Opportunity for advancement Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a Team Member with The Brian M. Gill Agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred. Bilingual preferred

This leadership role oversees a frontline customer support team responsible for managing inbound customer interactions, order processing, and service-related requests. The Customer Service Team Lead ensures consistent service quality, operational discipline, and team performance while partnering closely with internal departments to support revenue, fulfillment, and customer retention objectives. The position blends people leadership, operational oversight, and customer advocacy in a fast-moving, metrics-driven environment. Core Duties Lead daily workflow and activity management for a team of customer-facing representatives. Coach, develop, and hold team members accountable to service expectations, quality standards, and response-time goals. Oversee incoming communication channels, ensuring prompt and professional handling of customer inquiries and requests. Maintain accurate records of customer interactions, transactions, and follow-ups within internal systems. Coordinate with cross-functional partners to ensure smooth execution of orders, timely quotations, and issue resolution. Review performance data and service metrics to identify trends, gaps, and improvement opportunities. Address escalated customer concerns and support resolution efforts to maintain strong client relationships. Facilitate onboarding and ongoing training for new and existing team members. Identify and implement process enhancements that improve efficiency and customer experience. Ensure adherence to all workplace safety standards and operational policies. Support sales-related administrative activities, including order entry and quote support. Manage corrective actions related to customer feedback or service discrepancies. Perform additional responsibilities as assigned. Leadership & Professional Competencies Strong ability to lead, motivate, and influence teams toward measurable results. Customer-focused mindset with sound judgment in problem-solving and decision-making. Ability to balance independent decision-making with collaboration across departments. Effective communicator with a professional, confident presence in written and verbal interactions. Comfortable managing priorities in a high-volume, deadline-driven environment. Demonstrated capability to navigate challenging customer situations calmly and professionally. Technical curiosity and aptitude to understand product specifications, documentation, and usage. Proven experience managing people and driving accountability. Required Background Several years of experience in a customer-facing support or service role within a business-to-business setting. Prior experience in a supervisory, lead, or team management capacity. Hands-on experience working with customer management and enterprise systems. Track record of managing multiple priorities in fast-paced operational environments. Proficiency with common business software tools. Flexibility to support varying schedules and operational needs. Dependable transportation. Preferred Experience Exposure to operational, manufacturing, or distribution-based environments.

Passionate, dedicated employees who bring the Atlantic Attitude to life will enjoy more than just a great employee culture. They'll enjoy coming to work in an environment full of variety where they can build relationships and exceed customer expectations.

Answering the phones Explaining our services to potential clients Manage the customer experience Scheduling of appointments Dispatch, routing, and scheduling of jobs for our technicians Shift: 8 hour daytime shift, full-time Availability: General wor Customer Service Representative, Customer Service, Customer Experience, Representative, Retail, Construction

About Us Accelerated Global Solutions (AGS) is a trusted leader in cross-border e-commerce logistics, ground transportation, warehousing, and customs brokerage. We connect global businesses with their customers by delivering efficient, reliable, and fully integrated freight solutions - from major ports to final destinations. We're expanding our team and seeking a smart, organized, and client-obsessed Client Success Specialist who thrives in a fast-paced, logistics-driven environment and is passionate about delivering exceptional service to our clients worldwide. Position Summary As a Client Success Specialist at AGS, you will serve as a trusted day to day point of contact for our clients. This is a client-facing role built for someone who enjoys translating operational complexity into clean execution, owns communication end-to-end, and consistently delivers clarity, accountability, and results. You'll collaborate with operations, warehouse, and transportation teams to guarantee on-time, accurate deliveries and provide a top-tier customer experience from start to finish. Key Responsibilities Act as the primary operational point of contact for a portfolio of key AGS clients managing daily communication with customers via phone, email, and online portals. Lead weekly or bi-weekly client calls, providing status updates, KPI trends, and project overviews. Pull and organize weekly/monthly performance reports from various internal systems highlighting trends, anomalies, or opportunities. Resolve issues and drive resolution across internal teams in a professional and proactive manner. Coordinate with internal teams (operations, dispatch, customs, and warehouse) to meet customer expectations. Help prepare client-facing decks or Quarterly Business Reviews. Maintain accurate records of customer interactions and shipment documentation. Support process improvements and identify opportunities to enhance service performance. Handle escalations and ensure customer satisfaction through prompt and clear communication. Qualifications 1-3 years of experience in customer service, preferably in logistics, freight forwarding, or e-commerce fulfillment. Experience managing B2B clients. Strong communication and problem-solving skills. Proficiency in MS Office, Google Sheets, Tableau and logistics tracking systems (TMS/WMS experience a plus). Detail-oriented, organized, and capable of managing multiple priorities. Team player with a proactive attitude and ability to work under pressure. Familiarity with tools like Motion, ClickUp, Slack, and Zendesk is a plus. Knowledge of customs procedures or international shipping is an advantage. Why Join AGS Be part of a global logistics leader transforming e-commerce delivery. Collaborative, fast-paced, and growth-oriented work culture. Opportunities for career development and advancement. Competitive pay, benefits, and performance incentives.

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

Russell Tobin's client is hiring a Customer Service Representative in Port Washington, NY Employment Type: Contract Pay rate: English Speaker - $17.50 French Speaker - $20 Responsibilities: Answer incoming calls and process customer orders. Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly. Resolve customer complaints while maintaining composure and professionalism. Document customer interactions accurately and track call types. Follow up with customers regarding order status, shipping, and stock availability. Maintain support service levels consistent with Luxottica's standards. Perform all other duties as assigned. Requirements: High school diploma or equivalent. Minimum 1 year of experience in customer service, hospitality, or call center environments. Excellent telephone etiquette and communication skills (verbal and written). Strong PC skills including Microsoft Office (Word, Excel) and internet navigation. Ability to prioritize tasks, manage time efficiently, and work well in a team environment. Demonstrated listening and comprehension skills. Nice to have: Higher education degree. Experience using SAP. Knowledge of optical products and industry terminology. Bilingual in French. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Do you have a passion for service? Ready to build a career, not just find another job? Metro One Loss Prevention Services Group has the opportunity you've been looking for! About Us: At Metro One LPSG, we are reshaping the security industry with a dynamic, service-driven approach. We are proud to provide top-tier security and loss prevention services to our valued clients, and we're growing fast! If you're ready to be part of a company that values your commitment and supports your career goals, apply today! What We Offer: * Weekly Pay - Your hard work is rewarded fast. * Competitive Benefits - Health, dental, vision, and more. * Flexible Schedules - Work-life balance matters. * 401(k) Program - Invest in your future. * Easy Online Application Process - Get started in minutes! Client Specialist Responsibilities: * Train new hires on their site-specific post order and maintain post order compliance. * Work closely with Performance Manager to exceed service levels. * Travel to the Bronx and surrounding areas. * Enforce Metro One LPSG Uniform Policy. * Issue verbal disciplinary warnings to Security Officers for attendance, uniform issues, etc. * Utilize Track force technology to submit site inspections, incidents and uniform check reports. * Assist with all other operational needs from Performance Manager. * Cover a standing post for 8-hour shifts or longer if necessary. * Ability to interact with the public and client in a direct and professional manner with strong interpersonal skills. Qualifications and Requirements: * Minimum one year of Supervisory security experience. * Ability to work with minimal supervision. * Familiarity with scheduling software programs a plus. * Outgoing personality with strong organizational, leadership and customer service skills. * Ability to multi-task and work in a fast-paced, rapidly changing environment. * Requires local travel * Must be willing to participate in the Company's pre-employment screening process and continuously meet any applicable state, county and municipal requirements. Why Metro One? If you're looking for more than just a job - if you want to be part of a growing, supportive team where your hard work matters - Metro One is your next career move. We are dedicated to delivering unmatched service to our clients and creating a best-in-class work environment for our employees. Grow your career. Strengthen your skills. Make a difference. Metro One LPSG is an Equal Opportunity Employer.

Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685**************** The First Impression Matters. Make Yours Unforgettable. Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership. This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury. What You'll Do As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include: Welcoming all guests and clients with professionalism, warmth, and attention to detail Operating a multi-line phone system with discretion and efficiency Managing and reconciling daily payments and receipts Supporting dealership leadership and department heads with administrative tasks Maintaining the appearance and functionality of the showroom and client lounge Preparing refreshments and ensuring amenities are always guest-ready Supporting documentation, filing, and dealership reporting processes Keeping the environment calm, organized, and client-focused What We're Looking For This is a role for someone who brings grace under pressure and a polished presence to everything they do. You should have: Excellent communication skills-verbal, written, and interpersonal Strong typing and administrative accuracy (60+ WPM preferred) Professional appearance, tone, and etiquette Confidence handling high-end clientele and managing multi-task priorities A steady, solutions-oriented approach to problem-solving Availability for full-time work, including Saturdays Why Join Genesis of Ridgefield Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth. We offer: Competitive hourly pay 401(k) with company match Paid holidays and PTO A high-integrity culture that values every role Team celebrations, outreach events, and career development opportunities Apply Today Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but leads from the front . **************

Job DescriptionReceptionist - Client Experience Specialist Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685**************** The First Impression Matters. Make Yours Unforgettable. Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership. This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury. What You'll Do As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include: Welcoming all guests and clients with professionalism, warmth, and attention to detail Operating a multi-line phone system with discretion and efficiency Managing and reconciling daily payments and receipts Supporting dealership leadership and department heads with administrative tasks Maintaining the appearance and functionality of the showroom and client lounge Preparing refreshments and ensuring amenities are always guest-ready Supporting documentation, filing, and dealership reporting processes Keeping the environment calm, organized, and client-focused What We're Looking For This is a role for someone who brings grace under pressure and a polished presence to everything they do. You should have: Excellent communication skills-verbal, written, and interpersonal Strong typing and administrative accuracy (60+ WPM preferred) Professional appearance, tone, and etiquette Confidence handling high-end clientele and managing multi-task priorities A steady, solutions-oriented approach to problem-solving Availability for full-time work, including Saturdays Why Join Genesis of Ridgefield Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth. We offer: Competitive hourly pay 401(k) with company match Paid holidays and PTO A high-integrity culture that values every role Team celebrations, outreach events, and career development opportunities Apply Today Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but leads from the front . **************

Requirements Independently assist merchants/agents with any issues that arise, including questions regarding authorizations, batches, clearing, settlement, deposits analysis within company proprietary software, the TSYS and Fiserv platform, and a dozen other 3rd party applications. Build gateway profiles to enable merchants to accept credit cards through an EMV payment terminals and card not present method using their knowledge of the business to determine the correct program as well as appropriate encryption keys Use critical thinking skills to troubleshoot technical issues by researching issues using the knowledge learned during training and on the job expertise to determine the root cause of the issue Work independently and within the team to collaborate and solve various technical issues throughout the day Provide expertise customer service to existing clients over the phone and email Train merchants on using payment applications (EMV and Virtual Gateways) and company software platforms (CurvPOS and Curv Payment Gateway) Guide merchants through PCI compliance program Understand activities and duties of all company departments and use this knowledge to resolve technical issues Show initiative and take lead over new projects that are assigned to the support team, some examples of this include application of new pricing updates for merchants, new terminal software updates and updating PCI information for all merchants Other duties as assigned. Skills/Competencies Extremely detail oriented Ability to multi-task Good interpersonal skills Strong communication skills Strong relationship building skills Influencing skills Build solutions/problem solver Qualifications / Experience Required 6+ months of relevant experience Spanish speaking required Proficient in Microsoft Word/Excel Education Requirements · High School Degree · College degree preferred Salary Description Starting at $70,000

Job Description The Custom Product Client Experience Specialist, is responsible for managing and overseeing custom rug and fabric orders, including developing and maintaining good relationships with clients, and understanding client needs. ESSENTIAL FUNCTIONS: · Generate quotes for custom rugs, fabric, and accessory orders. · Input new custom orders into our ERP system. · Develop and nurture deep relationships with our showroom partners. · Serve as the point of contact for all questions about, but not limited to, rug measures, installations, and templates. · Create client purchase orders. · Create NetSuite item codes as needed. · Create all non-launch related showroom rug purchase orders. · Communicate with Costikyan when template information is required. · Coordinate with Costikyan to receive quotes for installation and deliveries, orders with templates, and repairs on rugs. · Review and approve all rug images prior to rugs shipping from our mill. General · Help answer phones. · Function as a brand ambassador for the company, promoting its values and mission. · Responsible for creatively solving problems to help company operate more efficiently and drive results. · Undertake additional duties as assigned. REQUIRED SKILLS AND COMPETENCIES: · Must be able to work well with others to ensure smooth operations and effective coordination. · Must be meticulous with strong attention to details. · Must be able to organize and manage time effectively. · Must be able to communicate clearly and ethically. · The job requires the use of a computer, calculator, and other technological items, throughout the workday. · Must be able sit in front of a computer most of the day. · Must be able to adapt to changing industry standards and regulations. · Proficiency in maintaining highly confidential and detailed records. · Excellent diligence and accuracy. · Strong organizational and time management skills. · Effective communication and people skills. · Excellent analytical and critical thinking skills. EDUCATION & QUALIFICATIONS REQUIREMENTS: · Bachelor's degree in design, manufacturing, or related field; or a combination of education and relevant work experience in a similar role; Higher education preferred. · 3+ years of proven customer service experience, working with custom rugs is a plus. · Highly organized and detail-oriented with the ability to manage multiple projects and clients at the same time. · Self-motivated with exceptional communication skills, both verbal and written, required. · Excellent computer skills required. · Highly organized and detail-oriented with the ability to manage multiple projects and clients at the same time. · Ability to prioritize and solve problems. · Affinity for learning new skills. · Experience with an ERP system.

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit ************ Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS , OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. Key Responsibilities Include: Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory Develop new advisor relationships and retain and deepen existing relationships Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions Take ownership of follow-up communication Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS Manage ongoing account service requests in a timely manner Support growth efforts by coordinating across sales, operations, and Portfolio Management teams Highly Desirable: 5+ years of experience in asset management or investment management Strong experience with tax loss harvesting platforms and separate account operations Strong knowledge of equity investment landscape, portfolio management, financial planning Experience working with financial advisors High degree of comfort with technology Ability to effectively problem solve in a timely manner Must maintain strong working relationships both internally and with external clients Superior work ethic Comfortable working in a fast-paced environment Ability to manage multiple tasks effectively Self‐starter, able to proactively identify opportunities for process improvement Strong time management and organizational skills Team player Intellectual curiosity Location: Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000. For more information on our firm, please visit our website at ************. To apply, please visit here. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. Specific Duties included: * Daily and weekly cash movement between Trust and DDA's for clients * Research and Notify appropriate parties of Class Actions * Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. * Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance * Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs. * Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank. * Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request * Initiate entries to pay bills for Trust clients * Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose * Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution * Follow procedures for opening and closing Trust Accounts * Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets) * Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis * Preparing court accountings and other documents in a timely manner * Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file * Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer Education and/or Work Experience Requirements: * Ability to operate a PC * Proficiency in Microsoft Office applications (Word and Excel) a must * Preferred Trust/Securities and processing experience * Must be highly detailed oriented * Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision * Must have good oral & written skills and ability to communicate well with clients & co-workers * The ability to work as a team member * Must be highly service oriented * Hours: MONDAY - FRIDAY 8AM - 5PM About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job DescriptionSalary: $16.50 per hour CLIENT SERVICES TEAM Rye Brook, NY Reports To: Studio Manager Employment Status: Part Time/Non-Exempt KEY RESPONSIBILITIES Greet and engage clients in a positive and friendly manner Provide the highest level of client/customer service and hospitality to all clients/prospective clients Share pricing and class information with prospective clients Deliver Megaformer machine demos to new clients Complete studio tours with new clients Work alongside and support SLT instructors to ensure a successful and seamless client check-in and class experience Ensure complete knowledge of Mariana Tek system Assist Management with day-to-day operations of the studio Ensure prompt response to studio emails; notify Studio Manager if needed Understand SLT product knowledge, policies and procedures for retail operations Complete basic Megaformer machine maintenance Actively maintain studio cleanliness and organization between each class so each client receives the best SLT experience Assist in retail inventory at the end of the month Complete opening and/or closing checklists Perform other studio duties as needed QUALIFICATIONS Mariana Tek software experience a plus Leadership experience a plus Must have superior customer service skills Must have excellent interpersonal skills and a service-oriented outlook Must be highly organized Ability to work independently as well as on a team Should have a strong ability to communicate clearly with team members, clients and senior management Must be able to move and/or lift heavy items, up to 50 lbs. WORK REQUIREMENTS Must be available to work: Minimum of three shifts per week; minimum 4 hours each Ability to work flexible hours; early morning/late night/ weekends Some holidays (open year-round) SLT actively seeks a diverse applicant pool in order to build the strongest possible team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.