Customer service specialist jobs in Stamford, CT - 1,086 jobs
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Customer Account Representative Manufacturing
Arcmed
Customer service specialist job in Danbury, CT
***Must have Manufacturing Experience***
The Customer Account Representative maintains quality relationships, services the needs of customers and troubleshoots order progress and any issues that may arise in the plant while maximizing sales potential. The Customer Account Representative will function as a liaison between internal teams and the customer to facilitate information gathering and coordinating cross functional meetings to resolve any emerging problems that our customer accounts may face with accuracy and efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The Customer Account Representative (CAR) at Arcmed Group is responsible for understanding customer needs, communicating them effectively to production, and completing the communication loop back to customers. This includes but is not limited to managing incoming orders, answering questions, and solving problems for customers and prospects.
Entering orders and confirming changes in Arcmed's ERP system. Sending confirmations to customers promptly.
Working with production supervisors, procurement, and planning to solve problems and meet customer needs. Occasionally, this means going onto the production floor to get to the root cause of issues and designing creative solutions.
As part of an account team, the CAR works with Applications Engineers, Key Accounts Executives, and Distribution Sales Manager to achieve company sales goals by account.
Performing tasks and duties in support of CustomerService as required by Customer Experience Manager, the VP of Sales & Marketing, or other managers
EDUCATIONAL REQUIREMENTS, QUALIFICIATIONS, and TRAININGS
At least 3-5 years' customerservice experience in a manufacturing company.
Bachelor's Degree or equivalent desired.
Strong attention to detail and organization skills required.
Demonstrate ability to interact and cooperate with all company employees, and customers maintain professional relationships that meet company core values.
Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
Take a hands-on approach to finding solutions to problems.
Excellent ability to communicate orally and in writing in English.
Well-developed literacy, numeracy, and computer skills with a technical aptitude.
Ability to work in a fast-paced environment where employees strive to meet challenging customer expectations.
COMPUTER AND SOFTWARE REQUIREMENTS
Experience with Epicor ERP is a plus.
Microsoft: Office 365; SharePoint; Teams; and OneNote preferred.
Ability to operate media equipment such as tablets, smartphones, and other electronic equipment.
Ability to work with general office equipment.
Ability to work with and understand databases is necessary and the ability to learn technical skills.
PHYSICAL REQUIREMENTS & WORK ENVIRONMENT
Shall have adequate vision, reading, writing, and documentation skills, and hearing to perform the essential functions of the job.
Must have enough endurance to perform tasks over extended periods of time.
Will be engaged in speaking, sitting, walking, driving, listening, and in communicating both orally and in writing while performing his or her duties.
Must be able to listen and respond to questions and instructions.
Arcmed is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
The qualifications, physical demands, and work environment described herein are representative of those an employee will encounter and must meet to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
This document does not create an employment contract, implied or otherwise, other than an "at will" relationship
.
The above noted job description is not intended to describe, in detail, the variety of tasks that may be assigned but rather to give the incumbent a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change, so, too, may the essential functions of this position.
$33k-44k yearly est. 4d ago
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Customer Success Specialist
Accelerated Global Solutions 4.5
Customer service specialist job in New Hyde Park, NY
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 Customer 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 Customer 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 customerservice, 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.
$36k-50k yearly est. 2d ago
Customer Service Representative
Esquire Bank 4.4
Customer service specialist job in Jericho, NY
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/customerservice 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 CustomerService 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.
$40k-55k yearly 3d ago
Online Customer Service Representative
London Jewelers 3.5
Customer service specialist job in Glen Head, NY
London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customerservice. We are seeking a dedicated online customerservice, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction.
Responsibilities:
Respond to customer inquiries via phone, email, and chat
Track customer inquiries through multiple websites and through entire lifecycle of customer's request
Add products and update content on London Jewelers website
Maintain Brand pages on London Jewelers website updating banners, products and information
Daily price and inventory updates on our website
Resolve customer complaints in a professional manner
Process orders, returns, and exchanges
Track monthly store traffic report
Daily cash report
Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active
Provide product and service information and guidance
Maintain appointment requests for store locations
Document and update customer records based on interactions
Follow up and track with customers and the store to ensure their issues are resolved
Stay updated on product knowledge and company policies
Follow daily task check list
Maintain a positive and empathetic attitude toward customers
Qualifications/Experience:
Proven experience as a customerservice representative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
$25 hourly 3d ago
Customer Service Representative
Russell Tobin 4.1
Customer service specialist job in Port Washington, NY
Russell Tobin's client is hiring a CustomerService 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 customerservice, 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.
$31k-37k yearly est. 5d ago
Customer Service Representative
Amphenol RF
Customer service specialist job in Danbury, CT
JOIN OUR TEAM @ AMPHENOL RF, the world's largest manufacturer of coaxial interconnect products for radio frequency, microwave, and data transmission applications, and a proven leader in enabling next gen technology! Our global team of experienced engineers develops innovative solutions utilizing the most advanced manufacturing technology available, and we specialize in creating custom solutions that meet customer-specific design requirements. With consistent year over year growth, innovative technology, and a team that breeds success, we are always seeking top-tier, high-performing talent to join us! We are headquartered in Danbury, Connecticut, and a division of Amphenol Corporation (NYSE ticker: APH), an industry leader for more than fifty years.
At Amphenol RF, you can expect a competitive salary and comprehensive benefits (medical, dental, vision, matching 401K, FSA, employer-paid life insurance), a favorable work/life balance, a generous PTO allowance and paid holidays, an engaging and collaborative work environment, numerous opportunities for career growth, and an entrepreneurial focus that encourages employees to chart their own paths.
The CustomerService Representative effectively interacts with internal and external customers providing and processing information in response to inquiries, concerns and requests about company products and services. The CustomerService Representative contributes and supports the company growth initiatives and overall customer satisfaction metrics.
DUTIES AND RESPONSIBILITIES
Respond promptly, to Distributors, OEMs, and Field Sales inquiries regarding pricing, delivery, and order status, providing limited technical assistance as needed; collaborate with production, logistics, and inventory teams to ensure orders align with manufacturing schedules and capacity.
Review all incoming orders for accuracy. Notify customer of discrepancies in writing prior to acknowledging Amphenol T&C's.
Maintain and update customer master data, pricing, and delivery terms in ERP systems.
Communicate proactively with customers regarding order status, delays, changes, and delivery schedules. Follow-up to ensure closure and satisfaction.
Handle customer complaints and process returns and credits in a timely manner.
Process and manage customer orders via EDI or manual entry, ensuring accuracy and timely fulfillment.
Oversee the management and maintenance of multiple customer-specific web portals for order entry, status checks, compliance reporting and invoice submission.
Provide backup within the CustomerService team as required.
Build sustainable relationships of trust through open and interactive communication.
Adhere to company procedures, guidelines and policies.
Any other Ad hoc duties as assigned by CustomerService Manager.
EDUCATION/EXPERIENCE REQUIREMENTS
Associate's degree preferred, with 2-4 years of related experience-ideally in a manufacturing or high-tech environment.
Strong computer skills required, including proficiency in Windows, Microsoft Office (Excel, Word, Outlook), and web-based applications.
Excellent communication skills with the ability to work independently and manage multiple priorities in a fast-paced environment.
Hands-on experience with EDI transaction sets preferred.
Strong analytical and problem-solving abilities, with a proactive approach to improving processes and identifying better solutions.
Positive attitude, reliable, highly organized and a strong attention to detail required.
Other requirements as necessary.
Amphenol RF is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, protected veteran status, or any other basis protected by applicable federal, state or local law.
$30k-38k yearly est. 3d ago
Client Success Specialist, Dedicated
Indeed 4.4
Customer service specialist job in Stamford, CT
**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
+ Provide high quality, fan-generating service and leads for all assigned accounts.
+ Accountable for book of business, account management, operations, and KPI achievement.
+ Ensure customer success is the goal for all assigned accounts and increase customer satisfaction.
+ Contribute to the overall success of the team, the territory/segment.
+ Drive customers to success by purposefully participating in their success through sales collaboration.
+ Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute to results.
+ Mentor new hires as requested.
**Responsibilities**
+ Provide recommendations on account operations to achieve results: set appropriate metrics (cost effectiveness, conversions, volume)
+ Read operational data and provide solutions to operational issues as they relate to the client's recruitment challenges.
+ Collaborate with a manager, a team lead and senior client success specialists to contribute and contribute performance to achieve team goals.
+ Communicate and collaborate proactively with sales and other departments to exceed customer expectations, set goals, and resolve recruitment issues.
+ Share case studies, contribute to team initiatives, and cover for absent teammates.
+ Proactively understand and contribute to team goals, cooperate with other departments to ensure customer success.
+ Propose and communicate measures and initiatives for account success.
+ Achieve personal account goals and KPIs.
+ Partner with sales to achieve results, plan for customer success, and address and prevent problems.
**Skills/Competencies**
+ Data Proficiency: Quickly analyze operational data and identify anomalies.
+ Unbiased Decision-Making: Formulate hypotheses based on data, maintaining an unbiased perspective.
+ Risk Prevention: Proactively assess and manage accounts in sales partnership to enhance effectiveness and results.
+ Motivational Skills: Understand client issues, identify problems, and partner internally for solutions.
+ Adaptability: Overcome obstacles and drive change while taking ownership.
+ Perseverance: Never give up, persistently think through and execute tasks.
+ Continuous Learning and Leadership: Prioritize ongoing self-improvement and show the initiative to explore new markets.
**Salary Range Transparency**
NYC Metro Area 27.94 - 36.00 USD per hour
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
**Benefits - Health, Work/Life Harmony, & Wellbeing**
We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year, and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at *************************************** !
**Equal Opportunities and Accommodations Statement**
Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.
Indeed provides reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please visit ********************************************** If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.
For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (********************************
**Inclusion & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
**Indeed's Employee Recruiting Privacy Policy**
Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs .
**Agency Disclaimer**
Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening.
**AI Notice**
Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making. Unless otherwise notified, Indeed does not use AI constituting an AEDT or an ADMT as those tools are defined in applicable laws.
**Reference ID:** **46407**
Reference ID: 46407
$38k-63k yearly est. 31d ago
Client Services Team - Rye Brook
SLT 4.1
Customer service specialist job in Port Chester, NY
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/customerservice 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 customerservice 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.
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.
$37k-64k yearly est. Auto-Apply 41d ago
Client Engagement Specialist
Payarc LLC
Customer service specialist job in Greenwich, CT
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 customerservice 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
$70k yearly 7d ago
Client Specialist
Metro One 4.1
Customer service specialist job in Bronxville, NY
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 customerservice 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.
$69k-119k yearly est. 5d ago
Receptionist - Client Experience Specialist
Keeler Automotive Holdings
Customer service specialist job in Norwalk, CT
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
.
**************
$37k-64k yearly est. 25d ago
Receptionist - Client Experience Specialist
BMW of Ridgefield
Customer service specialist job in Norwalk, CT
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
.
**************
$37k-64k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY
JPMC
Customer service specialist job in Harrison, NY
Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment.
As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge.
Job responsibilities
Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.
Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.
Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.
Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.
Assist in resolving various technology issues to ensure smooth operations.
Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.
Required qualifications, capabilities, and skills
3 + years proven experience leading teams and coaching in a client-focused environment
FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance
Innovative thinker able to drive future engagement with clients to provide an exceptional experience
Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
Strong communication skills, highly professional, attention to detail and excellent follow-through
High degree of Wealth and / or investment product and technology acumen
Ability to travel 25% of the time
$86k-145k yearly est. Auto-Apply 4d ago
Licensed Insurance Customer Service
Eric Jaslow-State Farm Agency
Customer service specialist job in Nyack, NY
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed CustomerService Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customerservice. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Salary plus Bonus
Paid Time Off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customerservice
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bilingual (Spanish/English) preferred.
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$31k-46k yearly est. 14d ago
Client Specialist
Knitwell Group
Customer service specialist job in Rockleigh, NJ
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.
Have open availability of 20 - 29 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.
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 01262 Chimney Rock, NJ-Bound Brook,NJ 08805Position Type:Regular/Part time
Pay Range:
$16.42 - $20.55 Hourly USD
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.
$16.4-20.6 hourly Auto-Apply 45d ago
Out reach Specialist/Cold caller
Wireless Zone-St. Augustine, Fl
Customer service specialist job in Hicksville, NY
Job DescriptionWe are looking for a ENTHUSIASTIC, motivated and confident cold caller to follow up on leads and potential wireless customers!!!!! Gather basic customer information Follow a simple script Set appointments Reliable, Professional and clear speaking voice
$35k-51k yearly est. 4d ago
J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY
Jpmorganchase 4.8
Customer service specialist job in Harrison, NY
Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment.
As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge.
Job responsibilities
Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.
Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.
Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.
Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.
Assist in resolving various technology issues to ensure smooth operations.
Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.
Required qualifications, capabilities, and skills
3 + years proven experience leading teams and coaching in a client-focused environment
FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance
Innovative thinker able to drive future engagement with clients to provide an exceptional experience
Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
Strong communication skills, highly professional, attention to detail and excellent follow-through
High degree of Wealth and / or investment product and technology acumen
Ability to travel 25% of the time
$91k-138k yearly est. Auto-Apply 4d ago
Out reach Specialist/Cold caller
Wireless Zone
Customer service specialist job in Hicksville, NY
We are looking for a ENTHUSIASTIC, motivated and confident cold caller to follow up on leads and potential wireless customers!!!!! Gather basic customer information Follow a simple script Set appointments Reliable, Professional and clear speaking voice Compensation: $18.00 per hour
Our Company
In 1988 Wireless Zone opened it's first store in Wethersfield, CT. From the moment it opened, it was a model that begged to be replicated. Today we've grown to become the largest Wireless Franchise in the US. We have over 400 stores, in 28 states throughout the northeast, mid-Atlantic, south and mid-west. In addition to our franchise stores we have a growing number of corporately owned and operated locations. We sell all the latest cellular/wireless phones, GPS navigation, wireless accessories, Verizon FIOS High Speed Fiber Optic Network, Wireless Data Devices and pre-paid cellular services.
Our Culture
We take pride in being a first name only company and we realize that employees are the key to our continued success. Today our employees are committed to the same standards of outstanding customerservice that helped to found the company. We are dedicated to being the nation's top wireless retailer by providing the best customer experience.
Our Community
The Wireless Zone franchise is passionate about community involvement and positively impacting the lives of others. The Wireless Zone Foundation for Giving was established in 2003 and offers grants to charitable organizations from donations by Wireless Zone franchisees, employees and friends. The grants are given to support programs and organizations dedicated to improving the communities in which we operate and live.
Our Future
In December 2012, the Wireless Zone franchise was acquired by GLENTEL, the largest independent multi-carrier mobile phone retailer in Canada and a leading international provider of innovative telecommunications services. This merger is expected to open exciting new possibilities for growth for our company. We are constantly in search of other business lines that would complement our current list of services and provide another source of profit for our franchise owners.
Join our team today!
$18 hourly Auto-Apply 32d ago
Trust Client Specialist
First Horizon Corp 3.9
Customer service specialist job in Brentwood, NY
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
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How much does a customer service specialist earn in Stamford, CT?
The average customer service specialist in Stamford, CT earns between $28,000 and $49,000 annually. This compares to the national average customer service specialist range of $26,000 to $42,000.
Average customer service specialist salary in Stamford, CT