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  • Clinical Solutions Specialist

    Upward Health

    Customer support specialist job in Islip Terrace, NY

    Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team, from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals because we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health! Job Title & Role Description: The Clinical Solution Specialist is responsible for the design, implementation, and evaluation of clinical care programs that improve patient outcomes, support value-based care initiatives, and align with organizational goals. This role serves as a subject matter expert bridging clinical expertise and operational strategy, working closely with cross-functional teams including clinical operations, quality, technology, and business development. The Specialist brings deep knowledge of care delivery models and leverages data to inform the creation of scalable, patient-centered solutions across various populations and care settings. Initially, this role will be acutely focused on improving clinical, quality, and safety outcomes for adult and pediatric populations and patients experiencing transitions of care from emergency departments, inpatient settings, or other tertiary settings back to the home environment. This role works alongside a team of doctors, pharmacists, nurses, social workers, nurse practitioners, and clinical services leaders to develop evidence-based clinical solutions, quality improvement strategies, design patient care models, assess health risk outcomes, and facilitate cross-functional collaboration. The ideal candidate will have deep experience building pediatric and adult programs, including creating workflows for pediatric and family assessments, care coordination, and social risk factor mitigation. In addition, this candidate will have extensive knowledge on Transitions of Care, including background in creating safe and effective care transitions through workflows for engaging patients at admission and discharge, discharge assessments, coordinating provider follow-up visits, and implementing nursing-led transition planning to reduce risk of readmissions. The Clinical Solution Specialist will have advanced knowledge and expertise in pediatric clinical program development and transitions of care workflows, with a broad understanding of population health, quality improvement, and team-based care models. Experience addressing social determinants of health in pediatric settings is valuable, while this role also emphasizes a holistic, clinical approach to care delivery transformation. Skills/Requirements: Nursing degree (BSN or higher preferred); RN license required Must have pediatric experience Minimum 3 years of experience in clinical care delivery, care management, or clinical program design. Experience in value-based care or population health strong preferred Project Management certification, lean six sigma, and/or other related certifications preferred Proficiency in project management tools and methodology Prior experience building adult and pediatric programs and workflows (e.g., patient assessments, family environment assessments, developmental screening, patient care coordination) Strong understanding of care delivery across diverse populations and settings (e.g., ambulatory, post-acute, home health, etc.) Familiarity with social determinants of health and how they impact patient care delivery Experience developing workflows and care models with clinical and non-clinical teams Proficiency in Electronic Medical Record (EMR) software and workflow documentation Clinical education and training experience (especially for nurses and care teams) Understanding of Medicare and Medicaid reimbursement structures Ability to travel to various Upward Health markets as needed Competent in Microsoft Office Suite and Visio for process design Key Behaviors: Collaboration & Teamwork: Collaborates with internal stakeholders (e.g., providers, care team members, quality teams, etc.) to ensure solutions are clinically sound and operationally viable. Actively listens to team members and stakeholders and integrates their feedback into Solution development. Problem Solving & Decision Making: Uses data analysis and clinical insights to inform decisions and develop effective solutions for improving Solution outcomes. Demonstrates the ability to identify issues, assess risks, and implement corrective actions. Communication & Influence: Communicates complex clinical concepts clearly to both internal and external stakeholders. Influences care teams by presenting evidence-based rationales for workflow designs and updates. Demonstrates active listening and empathy, particularly in engaging with patients or healthcare professionals regarding behavioral health and substance use issues. Effectively presents training materials and Solution updates to a variety of audiences, including patients, providers, and interdisciplinary teams. Adaptability & Flexibility: Adapts to changes in clinical solution needs, evolving best practices, regulatory or contractual requirements, or stakeholder expectations. Willingness to adjust to changing schedules and demands, including the flexibility to work occasional nights and weekends. Attention to Detail: Reviews medical records and clinical data with high attention to accuracy and compliance with regulations and standards (e.g., HEDIS measures, HIPAA). Ensures thorough documentation and synthesis of patient and solution data for reporting. Leadership & Accountability: Takes ownership of the development and ongoing refinement of clinical solutions. Responsible for meeting quality improvement metrics and patient outcomes associated with their solutions. Demonstrates leadership in clinical Solution training, ensuring all involved parties are educated on key aspects of the solution. Patient-Centered Care: Prioritizes child and family-centered care in the design of clinical programs. Ensures that patient feedback and real-life outcomes are incorporated into the clinical solutions evolution. Efficiency & Time Management: Manages competing priorities and multiple stakeholder demands, ensuring deadlines are met and outcomes are achieved efficiently. Organizes workflows and schedules for solution implementation, training, and assessment in an effective manner. Competencies: Clinical Solution Development: Lead the design and development of clinical programs and care models that address patient needs across the care continuum. Translate clinical insights and evidence-based practices into actionable workflows and program strategies. Expertise in designing pediatric and transitions of care workflows with a focus on reducing readmissions, enhancing care continuity, and improving family engagement. Ability to analyze patient data to identify opportunities for solution enhancements. Pediatric Care Knowledge: Deep understanding of pediatric developmental needs, assessments, and care coordination best practices. Knowledge of care delivery across the pediatric continuum, including integration with family systems. Transitions of Care: Demonstrated experience designing workflows that support safe transitions out of emergency or inpatient settings. Skilled in implementing discharge planning protocols, follow-up visit scheduling, and risk-reduction strategies for readmission. Social Determinants of Health (SDoH): Awareness of how social and environmental factors impact pediatric and family health outcomes. Ability to integrate SDoH into care coordination and referral pathways, especially for vulnerable pediatric populations. Regulatory Compliance & Accreditation: Proficiency in pediatric and transition-related regulatory guidelines and quality standards (e.g., HEDIS, NCQA). Ensures audit readiness and documentation compliance across solutions. Data Analysis & Reporting: Evaluate program effectiveness using clinical, operational, and financial data; recommending and implementing improvements. Skilled in collecting, analyzing, and synthesizing clinical data, including health outcomes, patient satisfaction, and quality metrics. Proficient in creating actionable reports and presenting findings to leadership. Training & Education: Experience in creating training content and delivering educational Solutions for both clinical and non-clinical team members. Ability to assess learning needs and deliver customized training solutions to diverse audiences. Project Management: Familiar with project management tools and methodologies to plan, execute, and monitor the progress of clinical solution initiatives. Experience in coordinating timelines, resources, and stakeholder engagement to ensure the successful rollout of solutions. Technology Proficiency: Competence with Electronic Medical Records (EMR) systems and familiarity with healthcare-related software to enhance Solution delivery and data tracking. Experience with Salesforce or similar CRM systems a plus. Ability to utilize technology to improve solution outcomes and operational efficiency. Quality Improvement (QI): Knowledge implementing quality improvement initiatives. Familiar with measuring and reporting on quality metrics, including those related to patient safety, clinical outcomes, and solution effectiveness. Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position. Upward Health Benefits Upward Health Core Values Upward Health YouTube Channel PIa5e8b9ec9a09-37***********6
    $81k-123k yearly est. 2d ago
  • Order Entry Specialist

    Adecco 4.3company rating

    Customer support specialist job in Holbrook, NY

    Order Entry & Planning Specialist ________________________________________ We are seeking a detail-oriented and proactive Order Entry & Planning Specialist to join our team. This individual will be responsible for accurately processing customer orders, coordinating with internal teams, and supporting planning activities to ensure smooth operations. The ideal candidate thrives in an office environment, demonstrates strong organizational skills, and has a go-getter attitude to tackle challenges and drive results. ________________________________________ Key Responsibilities • Accurately enter and manage customer orders in the system. • Verify order details and ensure compliance with company policies. • Collaborate with planning and production teams to align order fulfillment with schedules. • Monitor inventory levels and assist in planning material requirements. • Communicate with customers and internal stakeholders to resolve order-related issues promptly. • Generate reports and maintain documentation for order tracking and planning activities. • Identify process improvement opportunities and contribute to efficiency initiatives. ________________________________________ Qualifications • Experience: Minimum 2 years in order entry or administrative roles within an office environment; planning experience preferred. • Skills: o Strong attention to detail and accuracy. o Excellent organizational and time management abilities. o Proficient in Microsoft Office Suite and ERP systems. o Effective communication and problem-solving skills. • Attributes: Self-motivated, proactive, and able to work independently as well as in a team setting.
    $27k-32k yearly est. 5d ago
  • Client Success Associate

    Accelerated Global Solutions 4.5company rating

    Customer support specialist job in New Hyde Park, NY

    About Us Accelerated Global Solutions (AGS) is a trusted leader in cross-border e-commerce logistics, ground transportation, warehousing, and customs brokerage. We connect global businesses with their customers by delivering efficient, reliable, and fully integrated freight solutions - from major ports to final destinations. We're expanding our team and seeking a smart, organized, and client-obsessed Client Success Associate 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 Associate 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.
    $48k-65k yearly est. 2d ago
  • Customer Service Representative

    Esquire Bank 4.4company rating

    Customer support specialist job in Jericho, NY

    Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/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
  • Medical Support Specialist

    Tandym Group

    Customer support specialist job in Sea Cliff, NY

    A nonprofit organization on Long Island is actively seeking a new Medical Support Specialist to join their growing team in Nassau County. In this role, the Medical Support Specialist will play an integral role in facilitating high-quality care and seamless operations for residents with diverse behavioral and medical needs. About the Opportunity: Schedule: Monday to Friday Hours: 8am to 4pm Responsibilities: Greet and onboard new residents upon arrival at the infirmary Manage clerical duties, including maintaining medical records, preparing reports, processing documentation, handling communications, and updating specific sections of the electronic medical record (EMR) Coordinate tasks related to billing and facilitate referrals through the EMR Communicate with insurance providers to support residents' healthcare needs Assist with prescription requests and oversee nursing schedules Organize transportation arrangements, including those required under 29i medical transportation provisions Facilitate resident admissions and intake processes, ensuring all necessary documentation is uploaded to the EMR Support family and provider interactions, including securing consents and arranging introductory meetings Oversee nursing team schedules, ensuring adequate coverage and filling gaps when needed Plan and schedule medical appointments and coordinate transportation logistics Communicate effectively with families, residents, and care teams to ensure seamless delivery of care Generate reports as needed for resident care and operational requirements Perform other duties, as needed Qualifications: Demonstrated commitment to Trauma-informed, Person-centered Care principles Solid understanding of the needs of Vulnerable populations, including individuals with autism, developmental disabilities, and complex medical needs Proficiency in digital tools, including the Microsoft Office suite and EMR systems Dedication to anti-racist principles and fostering diversity, equity, and inclusion Compliance with health and safety requirements, including immunizations or proof of immunity as mandated by New York State Public Health Law and related regulations Desired Skills: Associate's and/or Bachelor's Degree
    $40k-70k yearly est. 4d ago
  • Online Customer Service Representative

    London Jewelers 3.5company rating

    Customer support specialist job in Glen Head, NY

    London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior 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.
    $25 hourly 3d ago
  • Customer Service Representative

    Upshot Recruiting

    Customer support specialist 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
    $29k-38k yearly est. 1d ago
  • Client Success Specialist, Dedicated

    Indeed 4.4company rating

    Customer support specialist job in Stamford, CT

    **Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** + Provide high quality, fan-generating service and leads for all assigned accounts. + Accountable for book of business, account management, operations, and KPI achievement. + Ensure customer success is the goal for all assigned accounts and increase customer satisfaction. + Contribute to the overall success of the team, the territory/segment. + Drive customers to success by purposefully participating in their success through sales collaboration. + Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute to results. + Mentor new hires as requested. **Responsibilities** + Provide recommendations on account operations to achieve results: set appropriate metrics (cost effectiveness, conversions, volume) + Read operational data and provide solutions to operational issues as they relate to the client's recruitment challenges. + Collaborate with a manager, a team lead and senior client success specialists to contribute and contribute performance to achieve team goals. + Communicate and collaborate proactively with sales and other departments to exceed customer expectations, set goals, and resolve recruitment issues. + Share case studies, contribute to team initiatives, and cover for absent teammates. + Proactively understand and contribute to team goals, cooperate with other departments to ensure customer success. + Propose and communicate measures and initiatives for account success. + Achieve personal account goals and KPIs. + Partner with sales to achieve results, plan for customer success, and address and prevent problems. **Skills/Competencies** + Data Proficiency: Quickly analyze operational data and identify anomalies. + Unbiased Decision-Making: Formulate hypotheses based on data, maintaining an unbiased perspective. + Risk Prevention: Proactively assess and manage accounts in sales partnership to enhance effectiveness and results. + Motivational Skills: Understand client issues, identify problems, and partner internally for solutions. + Adaptability: Overcome obstacles and drive change while taking ownership. + Perseverance: Never give up, persistently think through and execute tasks. + Continuous Learning and Leadership: Prioritize ongoing self-improvement and show the initiative to explore new markets. **Salary Range Transparency** NYC Metro Area 27.94 - 36.00 USD per hour **Salary Range Disclaimer** The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits. **Benefits - Health, Work/Life Harmony, & Wellbeing** We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year, and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at *************************************** ! **Equal Opportunities and Accommodations Statement** Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds. Indeed provides reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please visit ********************************************** If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview. For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (******************************** **Inclusion & Belonging** Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity. We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment. Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome. **Indeed's Employee Recruiting Privacy Policy** Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs . **Agency Disclaimer** Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening. **AI Notice** Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making. Unless otherwise notified, Indeed does not use AI constituting an AEDT or an ADMT as those tools are defined in applicable laws. **Reference ID:** **46407** \#INDCSOffice Reference ID: 46407
    $38k-63k yearly est. 16d ago
  • Customer Support Representative

    Artech Information System 4.8company rating

    Customer support specialist 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 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 Shobha Mishra ************ sent me your resume shobha.mishra ATartechinfo.com
    $37k-47k yearly est. 23h ago
  • Client Specialist

    Barry's 3.7company rating

    Customer support specialist job in Wainscott, 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. 60d+ ago
  • Customer Service Professional

    Keter Environmental Services LLC 4.0company rating

    Customer support specialist job in Stamford, CT

    About Us Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service. Visit Waste Harmonics Keter for more information. Job Purpose As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience. Duties and Responsibilities People Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training. Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support. Operations Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores. Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations. Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency. Stakeholder Management Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise. Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions. Strategy Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation. Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty. Performs other duties as assigned. Qualifications Education & Experience: High school diploma or GED required Associate's or Bachelor's degree in Business, Communications, or a related field preferred Familiarity with customer service principles, including active listening and empathy. Experience using phones, email or live chat to communicate with customers. Understanding of the company's products, services, and policies to provide accurate information. Ability to handle customer inquiries, complaints and services. Basic troubleshooting and problem-solving techniques. Strong written and verbal communication skills. Knowledge & Skills: Previous experience in customer-facing roles such as retail, hospitality, or call centers. Ability to handle customer inquiries professionally and resolve issues effectively. Ability to meet or exceed performance goals in a customer service setting. Strong communication skills with a focus on clarity and professionalism. Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction. Work Conditions/Physical Requirements Office environment. Noise level is moderate. Work is primarily performed at a desk using a computer and other standard office equipment Occasional walking to meetings or shared office equipment may be required. Ability to work after normal business hours as needed. Waste Harmonics Keter Comprehensive Benefits Package Competitive Compensation Annual Bonus Plan at Every Level Continuous Learning and Development Opportunities 401(k) Retirement Savings with Company Match; Immediate Vesting Medical & Dental Insurance Vision Insurance (Company Paid) Life Insurance (Company Paid) Short-term & Long-term Disability (Company paid) Employee Assistance Program Flexible Spending Accounts/Health Savings Accounts Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer 7 Paid Holidays At Waste Harmonics Keter , we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.
    $31k-45k yearly est. Auto-Apply 60d+ ago
  • Pediatric Care Coordinator

    Fair Haven Community Health Care 4.0company rating

    Customer support specialist job in New Haven, CT

    We are seeking a Pediatric Care Coordinator to join our dynamic team! Job purpose The Pediatric Care Coordinator is a vital member of the interdisciplinary patient care team. This role provides patient navigation and facilitates access to care based on EHR data and referrals from clinical teams. The Care Coordinator identifies any barriers that may impact a patient's access to health, and will link them to appropriate services. Duties and responsibilities Reporting to the Care Coordination Program Manager, the Pediatric Care Coordinator's role will involve in-person visits with patients and families as well as telephonic visits. Patients who have been identified as needing additional support services to navigate the healthcare system and access community resources, high utilizers of acute care or hospital services, or otherwise high-needs/high-cost patients, will comprise the panel of patients. The Care Coordinator will address through measurable efforts to improve health and adherence/access to health care. Primary responsibilities include but are not limited to: Outreach to patient populations based on gaps-in-care reports or other reports that have identified vulnerable patients and families Conduct needs assessments at least yearly using a validated screening instrument on all patients with whom the Care Coordinator interacts Use technological platforms to link patients with needs to community resources Assist with and follow-up on the successful completion of health maintenance items (e.g. lab testing, annual visits) and chronic disease management (e.g. routine diabetic or asthmatic care) Conduct home visits as needed Identify barriers to care impacting patients' abilities to adhere to treatments. Assist patients with insurance enrollment, or other patient assistance programs Work collaboratively with clinical teams to meet the needs of complex, high-cost patients Attend relevant trainings as required and assigned. Document client referrals, encounters, and services in the EPIC electronic health record and communicate securely with other team members and clinicians. Maintain strict adherence to all deadlines including report deadlines and timely completeness of documentation. Qualifications Associates degree in health-related field and/or relevant years of experience is required. Bachelor's degree preferred. A valid CT driver's license and access to reliable transportation is required. Experience in Care Coordination; working with teams; using EPIC electronic health record highly preferred. The successful candidate will have excellent computer skills including word processing and data entry required and the ability to work independently. Bilingual in English and Spanish is highly desirable. Direct Reports None About Fair Haven Community Health Care For over 54 years, FHCHC has been an innovative and vibrant community health center, catering to multiple generations with over 165,000 office visits across 21 locations. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay. Our extensive range of primary and specialty care services, along with evidence-based programs, empowers patients to make informed choices about their health. As we expand our reach to underserved areas, our commitment to prioritizing patient needs remains unwavering. FHCHC's mission is to enhance the health and social well-being of the communities we serve through equitable, high-quality, and culturally responsive patient-centered care. American with Disabilities Requirements: External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job specific functions (listed within each job specific responsibility) either unaided or with the assistance of a reasonable accommodation to be determined by the organization on a case by case basis. Fair Haven Community Health Care is an Equal Opportunity Employer. FHCHC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
    $39k-49k yearly est. Auto-Apply 12d ago
  • Client Specialist- Commercial Term Lending, Commercial Real Estate

    Jpmorgan Chase & Co 4.8company rating

    Customer support specialist 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.
    $82k-118k yearly est. Auto-Apply 44d ago
  • Manufacturing Customer Service Coordinator

    Precision Resource 4.4company rating

    Customer support specialist job in Shelton, CT

    Customer Service Coordinator opportunity in Shelton, CT. Dependable. Enthusiastic. Driven to succeed. If you're looking for a role where your customer service and manufacturing experience directly support the delivery of cutting-edge technology to our customers, this is your opportunity. Family-owned for over 75 years, Precision Resource is a leading global supplier of precision metal components and assemblies using a fineblank production method. We provide solutions to quality, cost and production challenges for market-leading customers in industries such as automotive, heavy duty, medical, aerospace, electronics, cutlery and defense. Precision Resource offers: Benefits package including health, dental, life and vision insurance 401(k) with match and profit sharing Annual bonus based on division profitability Vacation and flexible paid holidays Wellness and Employee Assistance Programs Tuition reimbursement and paid training Work with an established team of long-term employees Summary The Customer Service Coordinator is responsible for building relationships with external customers to support the division to ensure customers' needs are met. Essential Duties and Responsibilities Serve as the primary customer contact for order placement, changes, delivery inquiries, and issue resolution. Enter purchase orders and releases (EDI, email, or portal) into the ERP system accurately and timely. Validate order details (pricing, lead time, quantities, part revision levels, shipping terms, etc.). Monitor backlogs, open orders, on-time delivery performance, and proactively communicate schedule risks. Work closely with scheduling, operations, and logistics to ensure customer requirements are clearly communicated and understood. Participate in daily/weekly production and scheduling meetings to represent customer priorities. Provide timely responses to customers regarding order status, shipment confirmation, and product availability. Coordinate with Quality and Engineering on part revisions, PPAP/machine capability documentation, deviation requests, and corrective actions. Track and communicate status of expedited orders, shortages, and premium freight needs. Review customer forecasts and compare to historical demand trends to ensure adequate inventory planning. Communicate demand fluctuations to production and procurement to avoid shortages or excess inventory. Maintain accurate customer records including contracts, blanket orders, pricing agreements, and any special packaging/labeling requirements. Ensure compliance with ISO/IATF quality standards as applicable. Identify systemic issues impacting on-time delivery or customer satisfaction and participate in root cause/corrective action activities. Qualifications, Education, Experience Graduation of high school or equivalent (GED) (Associates degree preferred). 2+ years of customer service or inside sales support experience (manufacturing environment highly preferred). Strong organizational skills; ability to manage multiple deadlines simultaneously. Excellent communication skills (verbal, written, and professional email etiquette). Ability to read and understand purchase orders, customer terms, and basic technical documentation (drawings, part numbers, revisions). Experience with ERP systems (SAP, Oracle, Epicor, Infor, QAD, Plex, etc.) and proficient in Excel. Experience working with automotive Tier 1 or Tier 2 OEMs. (Preferred) Exposure to IATF 16949 / ISO 9001 environments. (Preferred) Precision Resource is an equal opportunity employer, M/F/D/V. To learn more, visit **********************************
    $39k-50k yearly est. Auto-Apply 26d ago
  • Bilingual Customer Rep

    Globalchannelmanagement

    Customer support specialist 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
  • Receptionist - Client Experience Specialist

    BMW of Ridgefield

    Customer support specialist job in Norwalk, CT

    Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685**************** The First Impression Matters. Make Yours Unforgettable. Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership. This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury. What You'll Do As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include: Welcoming all guests and clients with professionalism, warmth, and attention to detail Operating a multi-line phone system with discretion and efficiency Managing and reconciling daily payments and receipts Supporting dealership leadership and department heads with administrative tasks Maintaining the appearance and functionality of the showroom and client lounge Preparing refreshments and ensuring amenities are always guest-ready Supporting documentation, filing, and dealership reporting processes Keeping the environment calm, organized, and client-focused What We're Looking For This is a role for someone who brings grace under pressure and a polished presence to everything they do. You should have: Excellent communication skills-verbal, written, and interpersonal Strong typing and administrative accuracy (60+ WPM preferred) Professional appearance, tone, and etiquette Confidence handling high-end clientele and managing multi-task priorities A steady, solutions-oriented approach to problem-solving Availability for full-time work, including Saturdays Why Join Genesis of Ridgefield Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth. We offer: Competitive hourly pay 401(k) with company match Paid holidays and PTO A high-integrity culture that values every role Team celebrations, outreach events, and career development opportunities Apply Today Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but leads from the front . **************
    $37k-64k yearly est. Auto-Apply 60d+ ago
  • Receptionist - Client Experience Specialist

    Keeler Automotive Holdings

    Customer support specialist job in Norwalk, CT

    Job DescriptionReceptionist - Client Experience Specialist Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685**************** The First Impression Matters. Make Yours Unforgettable. Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership. This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury. What You'll Do As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include: Welcoming all guests and clients with professionalism, warmth, and attention to detail Operating a multi-line phone system with discretion and efficiency Managing and reconciling daily payments and receipts Supporting dealership leadership and department heads with administrative tasks Maintaining the appearance and functionality of the showroom and client lounge Preparing refreshments and ensuring amenities are always guest-ready Supporting documentation, filing, and dealership reporting processes Keeping the environment calm, organized, and client-focused What We're Looking For This is a role for someone who brings grace under pressure and a polished presence to everything they do. You should have: Excellent communication skills-verbal, written, and interpersonal Strong typing and administrative accuracy (60+ WPM preferred) Professional appearance, tone, and etiquette Confidence handling high-end clientele and managing multi-task priorities A steady, solutions-oriented approach to problem-solving Availability for full-time work, including Saturdays Why Join Genesis of Ridgefield Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth. We offer: Competitive hourly pay 401(k) with company match Paid holidays and PTO A high-integrity culture that values every role Team celebrations, outreach events, and career development opportunities Apply Today Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but leads from the front . **************
    $37k-64k yearly est. 10d ago
  • Client Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing

    O'Shaughnessy Asset Management

    Customer support specialist 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 24d ago
  • Out reach Specialist/Cold caller

    Wireless Zone-St. Augustine, Fl

    Customer support specialist job in Hicksville, NY

    Job DescriptionWe are looking for a ENTHUSIASTIC, motivated and confident cold caller to follow up on leads and potential wireless customers!!!!! Gather basic customer information Follow a simple script Set appointments Reliable, Professional and clear speaking voice
    $35k-51k yearly est. 19d ago
  • Customer Service Coordinator starting at $18 hourly

    Raymour & Flanigan Furniture 4.6company rating

    Customer support specialist job in Stratford, CT

    At Raymour & Flanigan, we recognize and appreciate all of our team members' hard work and dedication. We pride ourselves on being a long term, privately held company that takes care of its associates by recognizing each individual's potential and investing in their future success! Expectations: * Schedule & confirm customer repair service calls. * Coordinate & communicate with repair technician. * Work independently to resolve customer service issues. * Adhere to proper Warranty and protection guidelines. * Serve as liaison between customers and the repair technician. * Complete reports and other tasks/assignments as required. * You must have excellent listening skills and the ability to work independently and with a team. * Perform additional functions that may be assigned at the discretion of management. Qualifications: * Excellent phone etiquette * Interpersonal skills * Strong computer skills * Excellent time Management * Ability to work independently * Ability to multi-task * Customer service skills * Experience in a fast-paced environment * Prior call center experience and prior dispatcher experience is preferable. * High School Diploma or equivalent * Able to work day, night and weekend hours Raymour & Flanigan proudly supports a drug and smoke free work environment. Please note that we are currently unable to offer visa sponsorship for this position. Candidates must have authorization to work in the U.S. without the need for sponsorship now or in the future. Raymour & Flanigan is an Equal Employment Opportunity employer that does not discriminate against any associate or applicant on the basis of race, creed, color, religion, sex (including pregnancy), age, national origin, physical or mental disability, status as a victim of domestic violence, sexual orientation, sexual and other reproductive health decisions, marital or familial status, genetic information or other basis protected by law.
    $28k-38k yearly est. 11d ago

Learn more about customer support specialist jobs

How much does a customer support specialist earn in Brookhaven, NY?

The average customer support specialist in Brookhaven, NY earns between $34,000 and $82,000 annually. This compares to the national average customer support specialist range of $28,000 to $55,000.

Average customer support specialist salary in Brookhaven, NY

$53,000
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