Associate, Client Service
Customer support representative job in New York, NY
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply...Job Details
Job Title: Associate, Client Service, Media
Job Location: New York (Hybrid)
About the team:
Our media effectiveness client service team are experts in understanding the changing media landscape. They help organizations optimize their media campaigns, identify target audiences, and measure the impact of their marketing efforts. With a focus on cutting edge technologies, audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media. Their global coverage and local expertise enable clients to better understand media audiences and their relationships with brands to optimize investment.
About the role
The Associate is responsible for servicing media clients through the development of quality of work, efficient delivery and developing strong relationships. In this role, they will build their skills and expertise as a research partner to our clients in advising on strategy for digital and multi-platform media campaigns. This person will have strong communication and organization skills, attention to detail and interest in what makes advertising great on various media platforms.
Primary Responsibilities:
Execute advertising campaign effectiveness research studies for some of Kantar's top brand, agency and media platform clients.
Utilize various tools and partners to complete studies from start to finish.
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results.
Manage project timelines and quality, collaborating with client teams and across departments.
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies.
Develop actionable media and creative recommendations for future ad campaigns based on measurement results.
Perform quality checks to ensure project accuracy and address issues proactively.
Continuously seek to improve skills through training and team support.
Build understanding of media capabilities and analytic methods.
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment.
Essential Knowledge & Experience
Bachelor's degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices.
Strong process and time management skills; capable of prioritizing and delivering against multiple/competing deadlines; prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving
Natural curiosity, a can-do attitude, driven and ability to take initiative
Kantar Benefits
We provide a comprehensive, highly competitive benefits package, including
Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted, and are allowed to flourish in a space where their mental health and wellbeing is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
At Kantar, the diversity of our employees provides a richer environment for our employees and broader depth and breadth of thinking for our clients. Kantar is committed to inclusion and diversity; therefore, we welcome applications from all sections of society and do not discriminate on the basis of age, race, religion, gender, pregnancy, sexual orientation, gender identity, disability, marital status or any other legally protected characteristics.
Privacy and Legal Statement
PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager.
The salary range for this role in New York is $64,300 - $85,000. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
Location
New York, World Trade CenterUnited States of America
Kantar Rewards Statement
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver.
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us.
We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration.
We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
Kantar is the world's leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar's 30,000 people help the world's leading organisations succeed and grow.
Auto-ApplyTechnical Service Representative
Customer support representative job in New York, NY
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Sr. MSD CRM Developer/ Lead
Customer support representative job in Weehawken, NJ
One of our leading client is looking for Sr. MSD CRM Developer/ Lead in Weehawken, New Jersey
JD and Requirements:
9-15 years of overall experience as individual contributor as well as team player working successfully in a technical role with business users or end users.
Strong experience in Microsoft Dynamics 365 development and implementation.
Proficiency in Dynamics 365 customization, configuration, and development using tools such as Power Platform, Power Automate, and Azure.
Strong understanding of Dynamics 365 architecture, data model, and security model.
Experience with Dynamics 365 Customer Engagement (CRM) and/or Sales.
Dynamics 365 certifications such as Microsoft Certified: Dynamics 365 Developer Associate are a plus,PL-200,400,etc.
Extensive development experience in Microsoft 365 technologies including SharePoint Online and the Power Platform (PowerApps, Power Automate, Power Virtual Agent, AI Builder in PowerApps)
Strong .Net development experience with familiarity with C#, JavaScript and XRMToolbox, Strong Knowledge on Plugins
Experience developing PowerApps model.
Ability to create business processes and custom connectors with Microsoft Flow.
Design, develop, and support solutions within Power Platform using out-of-the-box features and capabilities.
Expertise in design and develop custom business apps (Canvas Apps, SharePoint Form Apps, Model Driven Apps)
Hands-on experience in Microsoft Dataverse
Experience with Power BI will be an added advantage.
Strong project management skills with strong attention to detail.
Excellent problem-solving skills and ability to analyze complex business requirements.
Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Customer Advocacy Associate
Customer support representative job in New York, NY
The Customer Advocacy Associate's role requires someone that can efficiently analyze customer feedback, accurately categorize the feedback, correspond with customers when appropriate, and partner with various business departments to ensure customer satisfaction.
Responsibilities:
Analyze customer survey feedback and sentiment and edit topic tags as needed using the survey application
Accurately and efficiently, correspond with customers via email and phone as necessary, with urgency, empathy, personalization, and resolution
Ensure all assigned surveys and responses have complete follow-up and closure within established SLAs
Escalate second-level issues to appropriate team members within the CAD department for resolution / customer satisfaction
Escalate any concerns or issues to the appropriate manager / supervisor when required
Assist in documenting operational processes
Assist in creating customer response templates
Identify trends in the feedback and recommend solutions to help resolve business issues to provide exceptional customer experience
Support efforts to improve the process and function of the department
Call Center Representative
Customer support representative job in New York, NY
Job Title : Call Center Representative
Duration : 2+ months contract (Possible extension )
Education : High school diploma or GED.
Shift Details : M-F 11-7 and some Saturdays (8-4) as well
Job Description:
Two (2) years of experience and Bilingual (facility specific).
-Strong verbal and written communication skills are crucial for interacting clearly and professionally with customers. Healthcare experience required
-Customer Service Professional who handles incoming and/or outgoing calls.
-Primary duties include answering questions, resolving complaints, and providing technical support to ensure customer satisfaction.
Customer Service Representative
Customer support representative job in New York, NY
Our client is seeking a Patient Retention Coordinator to add to their growing team! The Patient Revenue Coordinator will be responsible for handling escalated customer issues, resolving discrepancies, answering questions, and working with insurance.
The ideal Patient Retention Coordinator will have 2+ years of experience in a Home Healthcare environment.
This role is in person - 5 days on site - in Brooklyn, New York.
Online Customer Service Representative
Customer support representative 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 customer service. We are seeking a dedicated online customer service, 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 customer service 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.
Customer Service Representative
Customer support representative job in Norwalk, CT
Title: Customer Service Representative / Inside Sales
Pay Range: competitive salary, bonus opportunity
Benefits: Employee Health Benefits 100% Covered, 401K
Growth Opportunity: rapidly growing company that will have many opportunities for promotions
Our client is a leading provider of high-quality building materials, serving residential, commercial, DIY and industrial markets. Comprised of a group of 4 companies and growing, they have histories ranging between 25 and 100 years in business and a strong reputation for quality USA made products. They are well funded and building out their sales teams at all levels as they execute the roadmap for growth by the new CEO, who has a track record of successfully growing businesses.
Responsibilities:
• Respond to customer inquiries via phone, email, or chat in a timely and professional manner.
• Provide accurate information regarding products and services to enhance customer satisfaction.
• Perform data entry tasks to maintain up-to-date customer records and interactions.
• Conduct outbound calling to existing clients for follow up on customer feedback or promote new services.
• Collaborate with team members to resolve complex customer issues effectively.
• Maintain a positive attitude while managing multiple tasks in a fast-paced environment.
Ideal Candidate Profile:
• Excellent verbal and written communication skills
• Strong client service orientation with the ability to empathize with customers' needs.
• Experience with order management systems and CRM software is a plus.
• Ability to communicate efficiently while engaging with customers on various platforms.
• Sales experience is beneficial for promoting products and services effectively.
• multilingual abilities are a plus
Talented Psychic and Tarot readers
Customer support representative job in New York, NY
Jobs are readily available for talented Psychic and Tarot readers on a professional 800 Phone line. Customers are provided excellent readings with readers that have undergone our evaluation efficiently. Numerous great incentives include holiday bonus, yearly spend will increase, and more.
This is a chance to render services from home.
Client Services Expert
Customer support representative job in New York, NY
smart Trade Technologies is a software company providing electronic trading solutions. Our clients are investment banks, stock exchanges, brokers and hedge funds. smart Trade enables the management of financial workflows in real-time between different market participants.
smart Trade's cutting-edge technology allows our clients to optimize their trading workflow while lowering total cost of ownership.
Join us to be part of an innovative and global company with offices in London, Milan, Aix-en-Provence, New York, Singapore, Tokyo and Tunis. You will contribute to the ambitious development plan of the company.
Job Description
As a Client Services Expert, you will work closely with the Client Services Team Lead in driving the IT Support activities for the Americas region. You will act as a subject matter expert for the team and be primarily responsible for the front-line technical support of or product solutions and software application. In addition to managing product support tickets, phone calls, and emails, you will also assist clients with product how-to questions and technical issues. You will come to strengthen a dynamic and highly technical team, in your role you will:
· Acts as a "referent" for the team on the technical, functional and procedures aspects.
· Maintain a high level of customer satisfaction.
· Manage support tickets, calls and emails.
· Follow-up issues, and define the appropriate action plans.
· Communicate client input to internal product development.
· Work with cross-functional teams to ensure client objectives are met.
· Identify potential system and client relationship enhancements.
Qualifications
· Communication skills and positive mind in order to efficiently communicate with the team and clients.
· Experiences in a Client Services position in the industry of Foreign Exchange/Electronic trading.
· General knowledge in Linux system.
· General knowledge of Java is a plus
· General knowledge in databases is a plus
· Experience with the FIX protocol is a plus.
· Experience in electronic trading related projects is ideal.
· Able to define priorities and be self-organized
Additional Information
All your information will be kept confidential according to EEO guidelines.
Client Experience Specialist
Customer support representative job in New York, NY
Client Experience Specialist Contract Pay Rate: $55-$60/hr The Innovation Specialist will drive innovation and enhance client experience by implementing cutting-edge solutions and fostering a
client-centric approach. This role involves identifying and integrating new technologies and methodologies, developing strong relationships with clients, and regularly reviewing and assessing processes, tools, and services.
Key duties include:
* Innovation & Technology Integration: Identify and integrate new technologies and methodologies to enhance client experience and operational efficiency.
* Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs and expectations are met.
* Process Improvement: Regularly review and assess processes, tools, and services to identify areas for improvement and implement innovative solutions.
* Project Management: Lead and manage innovation projects, ensuring timely delivery and alignment with organizational goals.
* Collaboration: Work closely with cross-functional teams to facilitate the smooth execution of innovation-related tasks and projects.
* Documentation & Reporting: Maintain thorough documentation of innovation initiatives and provide regular updates to stakeholders.
MINIMUM REQUIREMENTS:
Experience:
* 5+ years of experience in innovation and client experience.
* 5+ years of experience in customer service and client-facing roles.
Skills:
* Excellent communication skills, able to convey technical issues to non-technical audiences.
* Proficiency with innovation tools and technologies.
* Strong communication skills.
* Detail-oriented with a focus on process and quality.
About Seneca Resources:
Seneca Resources is a client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Virginia, Alabama, Georgia, North Carolina and New York that service clients throughout the United States. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.
JDA Demand and Fulfillment (FF) Consutlant
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.
Reservations Agent
Customer support representative job in New York, NY
We are seeking a hospitality focused and organized individual to join our team as a Reservations Agent. The Reservations Agent plays a crucial role in supporting front desk operations by ensuring hotel room reservations are accurately booked while providing a seamless experience for our guests. This position is responsible for performing guest services, administrative tasks such as managing hotel room reservations, and supporting the accomplishment of hotel revenue objectives.
ESSENTIAL FUNCTIONS AND DUTIES:
Responding to incoming calls and emails from guests in a prompt, friendly and professional manner, providing information about the hotel's rooms, rates, and services, and assisting with room reservations and inquiries.
Utilizing the hotel's reservation system to efficiently manage room availability, rates, and packages, ensuring that the system is updated and accurate at all times.
Processing room reservations, modifications, and cancellations, and providing guests with detailed information about the reservation process, policies, and procedures.
Create and maintain an upscale and personalized pre-arrival process that improves the guests' experience and the hotel revenue.
Up-selling room categories and hotel services to guests, leveraging knowledge of the hotel's facilities, services, and special promotions to maximize revenue.
Process accurate billing and payments, ensuring that the reservation is secured and correct.
Maintaining a high level of knowledge about the hotel's facilities, services, and local attractions to provide recommendations and information to guests as needed.
Handle challenging situations and resolve guest complaints in a professional and timely manner.
Collaborating with other departments, such as sales, housekeeping, and front desk, to ensure guests receive exceptional service and to resolve any issues that may arise.
Support the front staff to ensure a smooth and memorable experience for guests by reviewing, monitoring and relaying guest arrival and departure times, special occasions, needs and preferences.
Maintaining accurate and up-to-date records of guest information and reservations, while recording notes for guest preferences, special requests, and payment information.
Meeting and exceeding sale goals, striving to increase revenue and maximize room occupancy.
Run daily reports while maintaining and completing daily task list.
Adhering to hotel policies, procedures, and standards, including data privacy and security.
Inputting sensitive information in our systems, ensuring that all guest data is properly stored and protected.
Perform Switchboard duties, other administrative duties and direct calls as needed.
Participate in any training and development programs to improve job skills and knowledge.
Performing other duties as assigned by the management team.
KNOWLEDGE, EXPIERENCE AND SKILLS
A bachelor's degree in hospitality management, business administration, or a related field is often preferred.
At least 2 years of experience in the luxury hospitality industry, particularly as a reservations agent, is usually required.
Experience with Opera preferred.
Knowledge of the city, particularly tourist attractions.
Professional demeanor, strong ethical standards, and the ability to maintain confidential information.
Ability to multitask and prioritize tasks in a fast-paced environment, using software and point-of-sale systems.
Possess a sales-oriented mindset, with a goal-driven approach to achieving targets and maximizing revenue.
Strong interpersonal skills, with the ability to communicate effectively and professionally with guests, colleagues, and management.
Excellent organizational skills and attention to detail, with the
Ability to work independently and as part of a team, demonstrating reliability, flexibility, and a positive attitude.
Proficiency in basic computer skills, including knowledge of scheduling
Flexibility to work a variety of shifts, including evenings, weekends, and holidays as required.
Commitment to upholding the highest standards of customer service, professionalism, and integrity.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION:
Ability to stand for extended periods and work in a fast-paced
environment.
Endurance to withstand long hours of standing, walking, and repetitive motions.
Lift and carry objects weighing up to 30 pounds.
Flexibility to bend, stoop, reach, and perform physical tasks.
Adherence to proper lifting techniques and ergonomics to prevent strain or injury while performing job duties.
INTENT AND FUNCTION OF S
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer.
Cipriani is an equal opportunity employer.
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Client Specialist- Commercial Term Lending, Commercial Real Estate
Customer support representative job in Uniondale, NY
JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-ApplyClient Strategy Specialist - Ascendancy
Customer support representative job in New York, NY
Client Strategy Specialist
Title: Client Strategy Specialist
Compensation: $80,000 - $120,000
Commitment: Full-time
Benefits: Health, Dental, Vision, and Insurance Coverage
Bonus: $10,000 annual bonus potential based on team and individual performance metrics
Growth Opportunity: if successful in this role, you will have the opportunity to be promoted to Partner
Equity: Yes
Mission
As a Client Strategy Specialist, you'll be at the heart of our most important work, collaborating hand-in-hand with a Senior Strategist to ensure execution is seamless and high-impact. You'll be the first to access and leverage cutting edge AI network mapping technology while getting a masterclass in providing white-glove service as well as high-profile networking. You'll meet and work with leaders at some of the world's fastest growing AI companies. This role is built for acceleration. In time, you'll step into managing your own accounts - driving delivery, building executive partnerships, and evolving the future of our service. It's a launchpad into client leadership, with direct mentorship and the freedom to carve your own path.
What You'll Do
Keep client goals, projects, and deliverables on track
Capture meeting updates and translate them into clear tasks
Research and surface prospective advisors, partners, and media contacts
Draft outreach, manage CRM records, and maintain dashboards/KPIs
Produce high-touch client experiences, from exclusive dinners to summits
Keep data and documentation accurate while suggesting ways to improve processes
Grow into owning strategy and execution for your own client accounts
What We're Looking For
2-5 years of experience in a client-facing, fast-paced role
Outstanding organizational and communication skills with strong attention to detail and follow-through
Growth mindset and comfort working in fast-paced entrepreneurial environments
Curiosity about AI, enterprise technology, and the startup ecosystem
High emotional intelligence and a collaborative, service-oriented mentality
What Success Looks Like
Client Satisfaction - Clients feel supported, heard, and consistently impressed by the quality of your work
Project Success - Projects land on time, details are right, and communication is clear every step of the way
Outcomes Driven - You turn client needs and big ideas into clear actions that deliver measurable results
Client Ownership - Building trusted relationships, driving delivery, and serving as Client's go-to partner
Why Join Us
Our leadership has built multi-billion dollar businesses and worked with clients like OpenAI and Microsoft. Ascendancy is well funded, growing revenue, and on a clear path to $6M+ ARR in 2026. It is a rare opportunity to work in a high-growth start-up that's relatively low-risk with huge upside and responsibility. Your work will sit at the intersection of strategy and execution - making this one of the fastest ways to accelerate your career in tech and client leadership.
Auto-ApplyReceptionist - Client Experience Specialist
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
.
**************
Receptionist - Client Experience Specialist
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
.
**************
Auto-ApplyClient Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing
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.
Auto-ApplyPrivate Client Experience Specialist - New York, NY
Customer support representative job in New York, NY
JobID: 210683672 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $38.46-$57.69 Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
* Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
* A minimum of two years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyClient Specialist- Commercial Term Lending, Commercial Real Estate
Customer support representative job in New York, NY
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-Apply