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Eyewear Customer Service/Sales Advisor
Myeyedr 4.3
Customer support representative job in Madison, CT
About the role See yourself starting a new career journey? As an Eyewear Consultant for MyEyeDr. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best. No optical experience? No problem! You will be provided training and tools needed to learn about an industry that delivers our patients a best-in-class experience to help them see and live their best lives. Join our team today and help provide the highest quality vision care to our patients. This role reports to the Office General Manager. Some weekend and evenings shifts required.
The wage range for this position is $16.00 to $20.50 hourly, commensurate with experience. The company complies with all state and local wage and hour laws and the minimum pay range will always be at or above the applicable minimum wage.
You Will
Provide patients with exceptional customer service by understanding and advising the patient's needs
Assist patients in eyewear/frame/lens selection process by using knowledge of product lines and options to educate patients on best fit
Consistently deliver sales plan and office goals through cultivating a patient experience that is built on relationship building and trust
Provide patients with comprehensive explanation of insurance benefits
Utilize company provided training to fit, measure, and adjust eyeglasses from our wide selection of stylish eyewear
Complete optometric tasks in partnership with our Office Optometrist to best serve the patient and their selected lenses or frames
Collaborate with doctor(s) and team members to provide seamless patient experience
Communicate and demonstrate the MyEyeDr. values and brand philosophy while working with patients
Participate in other office duties as assigned
About You
Experience in a customer facing or sales related position (Retail, Hospitality or Optical field preferred, but not required)
A proactive approach to problem solving with an entrepreneurial spirit
Willing to learn about industry, product, and services
Ability to sell with a desire to meet office goals with a "can do" attitude
Friendly, caring, and patient-centric person who thrives in a fast-paced environment
Team player who is willing to collaborate to provide the best patient experience
Growth With Us
Grow and develop your career through role specific training programs
Be offered an opportunity to earn bonuses and commission (role specific)
Participate in a comprehensive benefits package including medical and dental coverage, tax-free savings plans, life insurance and more
Participate in our Vision coverage and associate discounts on our products
Participate in our 401(k) with competitive company match
Accrue PTO and paid holidays from day one
Introduction MyEyeDr.
How do you see yourself today? Are you looking for that unique opportunity where you can make a difference in the lives of the patients we serve? MyEyeDr. is a high-growth, premier healthcare company: a total vision care concept with a unique retail experience. Our trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. Our business model is unlike others in the industry: we make healthcare accessible by welcoming all insurance and providing a great selection of stylish eyewear that meets the diverse needs of our patients.
This role provides a chance for you to build your professional career with an organization that is purposeful and whose values drive actions. You would have the opportunity to prioritize the care of our associates and our patients, to connect the knowledge of our talented teams to our patients' needs, and to work in a fun, inclusive environment as part of a collaborative team. We are in search of that unique individual who is inspired by a career focused on helping others and providing quality care while continuously growing professionally and improving MyEyeDr. in meaningful ways. If this is you, we encourage you to apply so you can get your journey started with MyEyeDr. where you can help people see, look, and be their very best.
MyEyeDr. is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, religion, sex/gender (including pregnancy), sexual orientation, gender identity or gender expression, age, physical or mental disability, military or protected veteran status, citizenship, familial or marital status, genetics, or any other legally protected category. MyEyeDr. will not tolerate discrimination or harassment based on any of these characteristics.
$16-20.5 hourly 2d ago
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Truck Service Advisor I
Travelcenters of America 4.5
Customer support representative job in Branford, CT
There's never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us daily for fuel, food, truck maintenance and essential services.
Driven by a passionate team, TA is focused on growing its network of travel centers, implementing cutting edge technology and embarking on innovative alternative energy and sustainability initiatives.
From our locations across the country, to our corporate headquarters in Westlake, Ohio, every team member is a stakeholder in TA's success. This environment offers endless career opportunities for individuals interested in sharing their ideas, growing with the company and shaping TA's future.
Job Summary
Our Truck Service team is comprised of nearly 3,000 highly skilled technicians and spans coast to coast. With over 280 locations across the country, TA Truck Service has a solid foundation and a forward-thinking vision. As a Truck Service Advisor (TSA), you will provide first-rate service to customers through your extensive knowledge of the products we sell and the services we provide. The TSA is primarily responsible for writing work orders, suggestive selling, and handling over-the-counter (OTC) transactions while ensuring that we are returning every traveler to the road better than they came!
In this role, you can expect to:
Work in a fun, trusting environment focused on providing great service where the expectations of the customer are exceeded
Have extensive knowledge of the products we sell and the services we provide
Have strong suggestive selling skills to help generate revenue. Ability to influence in a professional manner while displaying high integrity
Write, detail, and process (pay out) Work Orders and OTC transactions; Properly write up an ETA Work Order; Secure Purchase Orders, Prepare and communicate quotes to customer
Source parts from outside vendors and coordinate delivery
Prepare end of shift drop and shift report; Understand various payment types
Ensure the cleanliness of service counters, showroom, and customer restrooms
Maintain the safety of both our customers and team members
What we'd like to see:
A dedicated individual who works well with others and is excited to be part of our team!
High School Diploma or GED
Good verbal and written communication skills
Previous cashier and customer service experience; experience in repair or parts shop preferred
Presents self in a professional manner to customers, management, and coworkers.
Strong suggestive selling skills
Basic computer skills
Ability to work flexible hours including nights, weekends and some holidays in interior and exterior conditions
A valid driver's license
With us, you'll enjoy:
Competitive wages
Medical, dental, vision and life insurance
401(k) with a company match
Paid vacation and holidays
Tuition reimbursement
On-site meal discounts
A wide variety of discounts on technology, travel, food and fuel
Opportunity for growth and advancement with company paid training
Not all benefit plans are available to all team members. For a more comprehensive list of benefits, please visit *************************************************************
Our travel centers serve thousands every day; not one traveler is the same and our team must reflect that. We can "return every traveler to the road better than they came" only by understanding and celebrating individualism. TravelCenters of America is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless race, color, religion, creed, national or ethnic origin, age, marital status, familial status, ancestry, sex, gender, pregnancy, gender identity or expression, sexual orientation, mental or physical disability, handicap, military service or Veteran status, genetic information or membership in any other category protected by applicable federal, state or local law. At TravelCenters of America, we invite everyone to make themselves at home.
Typical Physical Demands
In this role, the team member is regularly required to talk and hear. Standing, walking, kneeling, stooping, bending over, crouching, crawling, climbing, and repetitive use of legs are done occasionally. The team member is occasionally required to lift up to 50 lbs and/or move heavy objects. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. All performed with or without a reasonable accommodation.
Work Environment
While performing these duties of this job, the employee may be exposed to outdoor elements in all seasons. Occasionally, the employee will also be exposed to fumes and particles, moving mechanical parts and vibration. The noise level in the work environment can be loud at times. While performing these duties, the employee may be exposed to dirt, dust, grime, grease, oil, gas, high-concentrated cleaning solutions, etc.
Disclaimer
This may not list all duties for this position. The incumbent in the position may be asked to perform other duties. TA Operating LLC reserves the right to revise the at any time. This job description is not a contract for employment, and either the incumbent or TA Operating LLC may terminate employment at any time, for any reason.
$31k-35k yearly est. 5d ago
Client Services Associate
Radium Search
Customer support representative job in Hauppauge, NY
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
$70k-90k yearly 5d ago
Customer Service Representative
Esquire Bank 4.4
Customer support representative 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/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.
$40k-55k yearly 3d ago
Customer Service Representative
Russell Tobin 4.1
Customer support representative job in Port Washington, NY
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.
$31k-37k yearly est. 5d ago
Client Success Specialist
Accelerated Global Solutions 4.5
Customer support representative 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 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.
$42k-58k yearly est. 2d ago
Industrial Customer Service Supervisor
Xecutive Recruitment Inc.
Customer support representative job in Stamford, CT
This leadership role oversees a frontline customersupport 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.
$38k-57k yearly est. 3d ago
Client Success Specialist, Dedicated
Indeed 4.4
Customer support representative 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. 46d ago
Customer Support Representative
Artech Information System 4.8
Customer support representative job in Hauppauge, NY
Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
JOB DESCRIPTION:
Provides front-line customer service support via phone to all Client's internal and external customers.
Responsibilities
1. Provides assistance to customers during all phases of the inventory process.
2. Assists customers with their questions about how to set-up and operate our equipment to successfully conduct their inventories.
3. Maintains appropriate response times and abandon rates as defined in the department's goals.
4. Coordinates internal operational activities to ensure each order/request is processed in a timely manner as agreed to with customer.
5. Serves as a liaison to assist client care teammates, account managers, IT and operations staff at all levels to support the needs of the customers.
6. Prepares and enters required client information/requests into department's database to document customer interaction and resolution.
7. Obtains a working knowledge of product functionality/ performance and troubleshooting methodologies to assist clients when they call in for assistance.
8. Maintains a working knowledge of the computer programs currently in use in the department.
9. Performs other duties as assigned.
Qualifications
Qualifications
1. HS diploma or equivalent level required.
2. Prefer some prior customer service experience.
3. Excellent communications skills.
4. Computer literate; exposure to Windows environment.
Additional Information
For more information, Please contact
Ashish
************
shobha.mishra ATartechinfo.com
$37k-47k yearly est. 1d ago
Freight Forwarding Operations and Customer Service Agent
Syncreon 4.6
Customer support representative job in Kings Park, NY
As a current employee of DP World, you will know that we believe our people are our greatest asset. As such, our talent is our priority, and we look to fill roles internally wherever possible. We are keen to utilize our talent and provide career opportunities for growth and development aligning with the business aspirations for growth, operational excellence and exceeding stakeholder expectations.
We are therefore delighted that you are looking to further develop your career with DP World. Please do ensure that prior to applying to any internal vacancy you have understood the Internal Transfer Policy relevant for your region. It is best practice to ensure that your Line Manager is aware that you are exploring internal opportunities. At the time of interview, you may be asked to demonstrate their acknowledgment.
The Freight Forwarding Operations and Customer Service Agent will build and maintain strong relationships with key customers, addressing their concerns, resolving issues, and ensuring their satisfaction. Continuously assess customer needs, market trends, and competitors to enhance service offerings and maintain a competitive edge.
Location: Jamaica Bay, NY
KEY ACCOUNTABILITIES
* Manage file creation and all services associated with freight forwarding and logistics
* Assist with account start-up. Liaison with sales to ensure required documentation/information needed for the SOP are provided
* Monitor/audit files weekly for compliance of estimate input, profit margin setting and timely invoicing
* Assist clients in their day-by-day requests related to export/import documentation in order to ensure proper execution to the transportation files
* Provide clients with complete Flight/Sailing details in order to ensure proper flow in information is guaranteed
* Liaise with Airlines/Ocean lines in order to procure the best possible solutions (capacity and cost) to be utilized upon execution of transportation files
* Liaise with DPW internal Network and external Partner Agents in order to guarantee the best possible service assistance
* Act quickly upon possible emergency situations that may arise within the life of an Air/Ocean file
* Network with your fellow Operations colleagues to ensure proper support is given in case of workflow overload
QUALIFICATIONS, EXPERIENCE AND SKILLS
* At least 3 years of relevant and recent experience in Freight Forwarding Operations and Customer Service
* Graduate in any field
* Freight Forwarding experience is mandatory
Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in the United States without sponsorship now or in the future.
Recommendations and referrals of external applicants are encouraged and appreciated. Their applications will be considered once all internal applications have been reviewed and closed. External applications can be made through the Careers section of our global website at ****************
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies.
About the Role
How you will contribute
* Owning, logging & ensuring all daily customer services contacts & queries received via telephone & email are worked through to resolution per strict SLA's.
* Strong focus on communication and ensuring that any systems/operational issues impacting customer shipments are proactively reported to the relevant syncreon & customer teams and tracked through to resolution.
* Compiling, reviewing and actioning reporting suites for our key account customer and syncreon business per KPI requirements.
* Actioning customer complaints received ensuring that detailed and accurate root cause/corrective actions are implemented, formally documented and submitted to the customer.
* Carrier management including tracking open customer orders through to delivery/return/claim and actioning exceptions as they arise.
* Carrier performance reporting against agreed KPI's and actioning trends for root cause & corrective actions.
* Participating in weekly carrier & customer task meetings along with monthly reviews & QBR's.
* Self-billing including compiling and managing all billing activities for all carrier and customer transactions.
* Providing daily/weekly/monthly reporting suite from the syncreon TMS system per required customer & carrier customised reporting requirements.
* Participating in syncreon control tower / customer projects.
* Being the voice of the customer.
Your Key Qualifications
* Fluency in oral & written English is essential.
* 2 years' work experience in a high tech customer services and logistics' environment.
* Excellent knowledge of the Microsoft office suite, with proven reporting & presentation skills.
* Responsiveness in dealing with Customer requests.
* Attention to detail for billing, process analysis, customer complaints investigations & reporting activities.
* Excellent interpersonal skills.
* Ability to work as part of a team and assist other team members during peak volume periods
* Experience in carrier network management.
Compensation
DP World offers exciting and challenging roles within a growing international organization. We strive to hire and develop the right people, locally and globally, stimulating personal growth and self-development within an informal atmosphere. We offer a market competitive compensation package.
About DP World
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 111,000 employees from 159 nationalities, spanning 77 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimising disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
The DP World family comprises of syncreon, Imperial and P&O.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
Nearest Major Market: Brooklyn
Nearest Secondary Market: New York City
Job Segment: Logistics, Supply Chain, Operations Manager, Supply, Operations
$29k-36k yearly est. 6d ago
JDA Demand and Fulfillment (FF) Consutlant
Sonsoft 3.7
Customer support representative job in Rye, NY
SonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled Services.
Job Description
At least 2 years of experience in Business Process Consulting, problem definition, Architecture/Design /Detailing of Processes.
At least 2 years of experience in JDA Demand, FF and Master Planning.
Strong Techno Functional with JDA Admin skills.
At least 3 years of experience converting the requirements into technical architecture and design.
At least 3 years of experience creating logical, system, physical architecture & design.
At least 3 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment.
Experience and desire to work in a management consulting environment that requires regular travel.
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 7 years of experience within the Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
Note:-
This is a Full-Time & Permanent job opportunity for you.
Only US Citizen & Green Card Holder can apply.
No OPT-EAD, GC-EAD, H4-EAD, L2-EAD, H1B & TN candidates, please.
Please mention your Visa Status in your email or resume.
** All your information will be kept confidential according to EEO guidelines.
$46k-67k yearly est. 60d+ ago
Client Specialist
Barry's 3.7
Customer support representative job in Islandia, NY
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: * Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience *
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service * Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand * Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time *
Assist clients, building individual connections, and providing direction with any questions or concerns * Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner * Deliver first class client experience at all times * Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed * Guide clients with regards to the latest studio promotions, membership discounts and/or special events * Maintain product knowledge for all studio retail operations *
Participate in all relevant training and development programs and meetings as directed by Operations leaders * Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: * Deliver quality protein smoothies and customer service in the Fuel Bar *
Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction * Maintain fuel bar department areas clean and sanitized * Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations * Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy * Prepare various fuel bar goods following company recipes Facility Maintenance: * Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors * Support in cleaning and maintaining of locker rooms to brand standard as directed * Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas * Conduct small studio repairs when appropriate * Laundry services, including collecting, washing, and folding towels * Adhere to daily and weekly cleaning and maintenance checklists Customer Service: * Ensure all existing and new clients are provided with the highest level of hospitality * Maintain client database and utilize information to increase client contact * Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications * Strong hospitality skills and alignment with Barry's Mission, Vision and Values. * Ability to work either a full-time or part-time schedule *
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Friendly, outgoing personality and enjoy social interaction * Exhibits enthusiasm for the studio and for the job * Must be a patient, courteous listener, able to show empathy * Responding to clients request with a can-do attitude * Cooperative manner with a focus on team culture. * Ability to prioritize and work within a fast-paced environment * Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment * Have an eye for detail and care for the studio's appearance and cleanliness * Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness * Maintain a professional appearance and behavior * Demonstrate excellent communication skills * Candidates must be at least 18 years or older to apply
$65k-110k yearly est. 1d ago
Bilingual Customer Rep
Globalchannelmanagement
Customer support representative job in Port Washington, NY
Job Description
Bilingual Customer Rep needs 1+ years experience
Bilingual Customer Rep requires:
customer service, hospitality or call center environment
SAP
MS Office; Word and Excel
Optical industry
French/English
LAN Ethernet
Temp remote role
Must be in Port Washington, NY
Bilingual Customer Rep duties:
Answers incoming calls and processes orders.
Resolves customer complaints, troubleshoots issues to determine best path for resolution.
Correctly documents customer interactions and tracks call types.
Maintains support service levels and upholds Luxotticas Customer Service standards.
Owns follow up with customers to resolve inquiries regarding order status, shipping status and stock availability.
Takes inbound phone calls for up-to 90% of assigned shift.
Performs all other duties as assigned.
$34k-55k yearly est. 18d ago
Sales Customer Representative (Remote, No experience needed)
Truevantage Solutions
Customer support representative job in Stamford, CT
TrueVantage Solutions is redefining how individuals access smart, reliable financial solutions. We are a fast-growing organization seeking motivated Sales CustomerRepresentatives who are driven, coachable, and ready to grow a high-earning career from home.
Why Work With Us?
High-Earning Potential - Uncapped commissions with top performers earning well above industry averages.
Work-From-Home Flexibility - Enjoy a fully remote schedule and the freedom to build your business from anywhere
Warm, Pre-Qualified Leads - No cold calling. We supply exclusive inbound leads ready for consultation.
Career Growth & Training - Professional development, sales coaching, and advanced digital tools provided.
Supportive, Collaborative Team Culture - Work with a team that shares winning strategies and celebrates your success.
Health & Wellness Options - Access to life insurance solutions and healthcare exchange plans.
What You'll Do (Key Responsibilities):
Conduct virtual consultations with warm leads to understand customer goals and financial needs.
Present customized life insurance, Indexed Universal Life (IUL), and annuity solutions.
Deliver clear, confident product education via Zoom, phone, or online presentations.
Provide high-quality customer service from first contact through implementation.
Use our CRM to manage your pipeline, track outreach, and maintain accurate client records.
Build long-term relationships with clients through trust, value, and exceptional service.
What We're Looking For (Qualifications):.
Strong communication, customer service, and virtual presentation skills.
Self-starter with a goal-oriented, entrepreneurial mindset.
Excellent time-management and the ability to work independently.
Passion for helping clients improve their financial futures.
Sales experience is a plus but not required - trainings provided.
Note:
This is a 1099 independent contractor role, giving you the freedom to run your business on your terms while still having full access to our training, mentorship, and lead system. Compensation is commission-only, but top performers consistently earn well above traditional salaried roles. If you want unlimited income potential and true flexibility, this structure is perfect for you.
$37k-54k yearly est. Auto-Apply 1d ago
Client Engagement Specialist
Payarc LLC
Customer support representative 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 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
$70k yearly 22d ago
Receptionist - Client Experience Specialist
Keeler Automotive Holdings
Customer support representative 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. 11d ago
Receptionist - Client Experience Specialist
BMW of Ridgefield
Customer support representative 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
.
**************
Customer support representative job in Stamford, CT
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 56d ago
Trust Client Specialist
First Horizon Corp 3.9
Customer support representative 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
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$40k-47k yearly est. 18d ago
Custom Product Client Experience Specialist
Thibaut Inc. 3.8
Customer support representative job in Norwalk, CT
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.
$23k-30k yearly est. 14d ago
Learn more about customer support representative jobs
How much does a customer support representative earn in Brookhaven, NY?
The average customer support representative in Brookhaven, NY earns between $34,000 and $55,000 annually. This compares to the national average customer support representative range of $29,000 to $47,000.
Average customer support representative salary in Brookhaven, NY