Guest Service Assistant Jobs Near Me

Job Opportunity: Customer Support Representative/Account Representative-Sr Pay Rate: $20-21.99/hour . Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks starting after the New Year. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience. Job Responsibilities for Client Support Service Professional: Provide exceptional support for Morgan Stanley clients through incoming calls, addressing service inquiries with accuracy and efficiency. Assist with Cash Management products, online account access, mobile app usage, and general financial questions. Deliver world-class service while meeting key performance metrics in a fast-paced, team-oriented environment. Adapt quickly to changes, multi-task effectively, and collaborate within a high-performing team. Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Great Pay $20.00 per hour Full-time/ Weekend Off Benefits available including medical, dental, and vision plans Free Meal & Paid Parking 2 Weeks PTO (Paid Time Off) We are passionate about bringing cool, authentic restaurants to airports that represent a taste of place. The Shared Services Specialist role is a hybrid position that supports on-site Airport Directors and the management team in financial, operations and people-based initiatives. The Shared Services Specialist completes basic financial tasks such as invoice receipt, entry, and tracking and cash handling duties. This role enters daily deposits and is responsible for closing the books weekly. The Shared Services Specialist may be asked to work in restaurant units occasionally. Additionally, the Shared Services Specialist will ensure all employees have proper airport credentials and parking passes, as needed. Job Duties On-site administrator of financial reporting software (i.e., My Inventory, Crunchtime, Lynx) Enter deposits, reconcile vouchers, balance cash daily for all operating units Setup and maintain contact information for airport vendors · Receive, enter and track all invoices received Order office supplies and other supplies Collect cash deposits and vouchers from all operating units daily Prepare daily deposits for all operating units daily Responsible for maintaining functionality of safe(s) Distribute live paychecks, as needed Verify new employee identification for new hire process Signatory for SSP America at airport to setup new employee airport credentials, parking, etc. and retrieve upon termination Order and distribute unit uniforms Skills and Others tasks: Required Education & Experience Minimum of three (3) years of administrative and/or financial experience Experience in restaurant, retail, or hospitality industries preferred Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) Diversity and Inclusion is a priority at SSP. We are an equal opportunities employer committed to engaging all of our people, so they feel valued and motivated; we champion diversity, promote inclusion, and ensure equality. We respect and protect human rights and prevent discrimination; and we positively impact our communities. We encourage and welcome applications from a diverse range of candidates regardless of background, gender, race, religious beliefs, disability, sexual identity and orientation.

Financial Services Associate - Entry-Level Opportunity Santa Fe, NM Area Are you looking to start your financial career and grow within a small, supportive firm? This is your chance to join a community-focused financial services team in Santa Fe. You'll get hands-on training, learn the industry, and have the opportunity to grow with the firm. About the Firm: This is a small, close-knit firm that provides personalized financial planning and investment services. The team values community involvement and offers a friendly, collaborative environment where you can develop your skills. Job Responsibilities: Help clients with account questions, deposits, withdrawals, and setup. Work with the team to manage client accounts and ensure everything is compliant. Assist with administrative tasks like filing, maintaining client records, and managing documents. Support senior team members and learn the financial industry through hands-on experience. Opportunity to take on more responsibility and grow into more senior roles. What We're Looking For: Experience: 1-2 years in financial services is a plus, but not required. Licenses: If you have an SIE or Series 7 license, that's great, but not necessary. Skills: Good organization, attention to detail, and clear communication. Tech-Savvy: Comfortable using computers and software like Microsoft Office. Curious & Eager to Learn: Ready to take on new tasks and grow in your career. Why Join Us? Room for Growth: There's plenty of opportunity to advance within the firm, from operations to client-facing roles. Supportive Environment: Work with experienced professionals who will mentor and train you. Work-Life Balance: Flexible schedule with the option to work from home on Mondays. Great Benefits: Competitive health benefits and free financial planning services. If you're ready to start your career in financial services and grow with a great team, apply today! MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at *****************

6 Month Contract, must have Retail Industry OR BPO (Business Process Outsourcing) experience. $30-$36/hr. Customer Service Partner Specialist 6-Month Contract Fully Remote, working EST Hours Must Haves: 3-5 years of experience in customer service, call center operations, within retail and/or BPO settings. In-depth understanding of call center metrics (e.g., AHT, SLA, CSAT). System proficiency in CRM platforms Experience in training, quality, onboarding, or coaching team members preferred. Excellent communication skills and ability to manage cross-functional collaboration. Bachelor's degree or equivalent combination of education and experience. Transparency, great communication skills, and the ability to work autonomously but also well in a team environment are top soft skills ETW will have to go through defective claims process as needed; experience in refunds, escalations, etc. would be great to have

Are you looking for an opportunity to experience career growth or transfer your skills to a new environment? You will receive training and mentorship to excel as a financial professional. We empower diverse teams to create and lead thriving businesses that help families and businesses secure their financial strategy by offering a broad mix of investment, protection and retirement solutions. As an agency, we advocate for financial literacy, comprehensive planning for all who want access to a broad range of top-tier financial products and services. We focus on helping people take control of their financial well-being, while staying adaptable and confident through life's changes. Our financial services agency is backed by an A-rated global financial services company that currently has 745 million assets under management. Our mission is to help clients live their best lives, and we're a diverse team of professionals committed to that goal. You'll gain valuable skills through a proven onboarding process, learn to build business, prospect clients, and deliver tailored financial plans. We're seeking dedicated individuals who are motivated to make a meaningful impact. If you're committed to success and helping others reach their goals, we'd love to meet you and see if there is a mutual fit. Financial Planning Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine financial goals · Utilize financial illustration software and deliver analyzed client-tailored solutions. · Equip clients with basic financial fundamentals for budgeting, savings, taxes, retirement and wealth · Comprehensive financial fiduciary client relationships · Business development and business expansion · Leadership, team building, entrepreneurship , Continuous learning Candidate Characteristics · Passion for financial independence · Transfers career/educational skills effectively · Goal is to help people · Leadership & Entrepreneurial development · Virtual and digital working skills · Strong communication and speaking skills · Self-driven, daily discipline, positive · Twin career possible · People skills, team player · 3 + year work experience or college degree + 2 years' work experience · Candidates with the following characteristics are encouraged to apply: entrepreneurs, social and digital marketing, AI, return from career-break, health and fitness, real estate, military, life insurance, financial, business owners, recruiters, coaches, economics, accounting, CPA, sales, law, nurses, teachers, non-profit. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Nevada, Texas, Tennessee, Colorado, Georgia, Michigan, New York, New Jersey, Florida, Oregon. · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $132,000. We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age,

Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business? We are looking for talented, motivated and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated and dedicated to success and appreciates a full but flexible schedule. You will be trained and work remotely from your home office or you can join us at our office in Beverly Hills, California. You will be provided the tools, training and mentorship needed to learn and grow as a financial services professional. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver professional consultative financial advice. You will have the opportunity to earn an income, build a career and build a business with long term growth potential. We work as fiduciaries in an open architecture structure of financial services and products including highly rated national providers. We are backed by a Fortune Global 500 company with over $400 billion in assets under management. Financial Planning & Activities · Generate new clients utilizing traditional and digital channels · Meet with new clients to determine needs and goals · Use financial illustration software and analyze solutions. · Design and deliver a personalized financial plan · Communicate with clients · Develop leadership skills through virtual team meetings, trainings, and continuing education. · Business expansion to all states · Broaden financial knowledge and skills Candidate Characteristics · Passion for financial security · Ability to connect with people · Leadership experience · Great communication skills · College degree or 2+ year work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role include nurses, medical, social media, life style influencer, leadership, coach, competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting, accounting, economics, sales, technical, remote work, travel and life style. · Licenses/ Required: Life, Health Insurance License or obtain within 30 days (already licensed preferred) · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check, obtain, and maintain all required licenses and continuing education (CE) certificates. · This role is offered as a remote position nationwide. Hybrid optional within Beverly Hills or Los Angeles, CA. · Actively seeking candidates in Los Angeles, and all US states including California, Arizona, Nevada, Michigan, Florida, New York, Texas, New Jersey, Connecticut, Hawaii, Alaska, and Nebraska · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals may earn income of $65,00 -$130,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Robert Half is seeking a Customer Service Specialist in the Bloomfield, NJ area for a successful and growing organization! This is a great opportunity to join a successful organization with the opportunity for future growth and a supportive culture. *1 day work from home after training Responsibilities: NOT A CALL CENTER - orders are very specialized and high volume (Business to Business customer service) Answer customer questions Provide quotes to customers Coordination with Warehouse to ensure customer requests are followed Handle both phone and email communication Develop strong product knowledge to be able to assist customer properly Benefits: 401K match PTO Medical Dental Vision - 100% paid by company

Call Center Representative This is a remote position but they can work in our Mattoon, IL office if preferred and they will be required to report to the office if loss of internet/power at home. Shifts are M-F between 7am - 7pm. This is a call center environment. Responsibilities: Interacts with business customers to provide information in response to inquiries about products and services as well as handles and resolves complaints to the customer's satisfaction. Business customers range from small one-line customers to large system corporations which require the ability to communicate professionally and effectively. Requests and inquiries are received from business customers in all markets. Customer requests are received by telephone, postal mail and email. May be asked to write small MAC (move and change orders) and also provide alternative solutions to customers who have had a change in service notice for increased charges for copper services for example. Will be part of a Special Projects team which will support customers and internal initiatives a well. Qualifications: HS diploma/GED. Strong initiative and organizational skills. Must be able to quickly learn and maintain multiple processes and system applications in a fast paced, always changing environment. Detail oriented while still able to meet deadlines and work quickly. Enjoy working in a team environment and maintain a good attitude both with customers and team members. Must have experience with Word/Excel. 4-6 years' experience in a Customer Service-related field preferred. PRISM experience preferred.

Salary: $25.81 hourly/ $52,000 annually Hybrid role: Training 100% in-office (6-9 months); post training 4 days a week in office and work from home 1 day a week Claim your career growth as a Claims Service Specialist at GEICOs Fredericksburg, VA office and be a part of one of the fastest-growing auto insurers in the United States! If you are motivated, all about solutions, and empathetic to the needs of customers, come grow a fulfilling career with us! Through our paid, industry-leading training, you will learn the ins and outs of the claims process and be ready to assist our policyholders when they need us the most during an accident. As a Claims Service Specialist, you will collect facts about the accident, investigate claim details, and collect statements from involved parties. Our policyholders will count on your patience, support, and attention to detail to get them back on the road as quickly as possible. GEICO will also give you the space and grace to explore your abilities and learn new ones. So if you are ready to start growing your career, lets talk! Many associates see a base salary increase of 10% within their first year as a Claims Specialist. Top associates can see increases up to 15%! Qualifications & Skills: Experience providing outstanding customer service by showcasing expertise, fostering trust and growing customer satisfaction Solid computer multitasking skills Ability to effectively communicate, verbally and in writing, and willingness to expand on these abilities Ability to work comfortably and grow in a fast-paced, high-volume call center environment Minimum of high school diploma or equivalent Eagerness to explore new skills and openness to different career paths #geico1200 At this time, GEICO will not sponsor a new applicant for employment authorization for this position. Benefits: As an Associate, youll enjoy our Total Rewards Program* to help secure your financial future and preserve your health and well-being, including: Premier Medical, Dental and Vision Insurance with no waiting period** Paid Vacation, Sick and Parental Leave 401(k) Plan Tuition Assistance Paid Training and Licensures *Benefits may be different by location. Benefit eligibility requirements vary and may include length of service. **Coverage begins on the date of hire. Must enroll in New Hire Benefits within 30 days of the date of hire for coverage to take effect. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants. RequiredPreferredJob Industries Other

Responsibilities Answers, screens, and processes incoming calls as well as prioritizes calls, evaluates and analyzes situations to provide appropriate and timely responses, including calls related to chemical spills, fires, leaks, or personnel exposures. Executes relevant standard operating procedures, policies, and protocols. Collaborates with other departments within CHEMTREC to provide input and support, as needed. Performs other related duties as assigned. Qualifications Associate's degree or equivalent experience in similar environment. Required Skills Ability to obtain Hazardous Materials Technician certification and other certifications as required. Two years' experience in information management, chemistry, hazardous materials, hazardous materials transportation, or emergency response/emergency management discipline. Ability to work 12-hour shifts including weekdays and weeknights as well as weekends and federal holidays. Ability to use independent judgment in evaluating situation/issues. Ability to manage and prioritize multiple projects and tasks. Strong oral and written communication skills. Working knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint as well as internet applications. Ability to travel domestically.

About Us Pace Analytical Services Pace makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace ensures our air, water, soil, and more are safe. Job Description SUMMARY: Responsible for picking up, transporting, and delivering samples and related items and completing appropriate forms and documentation. ESSENTIAL FUNCTIONS: Picks up, transports and delivers samples, documents, materials and other items as needed. Reviews, completes and processes documents, databases, and related materials and information for sample pick up, transport and delivery. Prepares vehicle or truck for daily operations, including documents, safety, and related areas. Provides basic support in the application and assistance to staff and management regarding the transport of samples. Provides basic support researching issues and developing recommendations to resolve employee, management and related customer issues. Assists with ensuring compliance with applicable laws, rules and regulations; receives guidance and direction or escalates when required. Contributes to the efficiency and effectiveness of the department's service to its customers by offering suggestions and directing or participating as an active member of a work team. Promotes and supports the overall mission of Pace Analytical by demonstrating courteous and cooperative behavior when interacting with customers and staff; acts in a manner that promotes a harmonious and effective workplace environment. QUALIFICATIONS: Education and Experience: High school diploma or equivalent; experience in related work is preferred; OR an equivalent combination of education, training and experience. Required Certificates, Licenses, and Registrations: Continued employment is contingent upon all required licenses and certificates being maintained in active status without suspension or revocation. Valid Driver's License. Required Knowledge and Skills Required Knowledge: Sample pick up, transport and delivery principles, practices and techniques. Understanding of the daily administration of sample deliveries. Customer service principles and practices. Safe driving principles and practices. Ability to learn applicable organizational policies and procedures. Computer applications and systems related to the work. Principles and practices to serving as an effective project team member. Methods to communicate with staff, coworkers, and customers to ensure safe, effective and appropriate operations. Correct business English, including spelling, grammar and punctuation. Required Skills: Safely operating a motor vehicle. Providing customer service. Operating in both a team and individual contributor environment. Applying and explaining organizational policies and procedures. Maintaining databases, forms, documents and related informati0n. Using initiative and judgment within established department policies and procedures. Using tact, discretion, and prudence in working with those contacted in the course of the work. Performing effective oral presentations to groups and peers and the department. Contributing effectively to the accomplishment of team or work unit goals, objectives and activities. Establishing and maintaining effective working relationships with a variety of individuals contacted in the course of the work. Additional Information Benefits 80 hrs of paid vacation per year, 7 paid holidays per year, 2 floating holidays per year (prorated based on start date), 40 hrs paid sick time per year, paid bereavement leave (days based on relation to the employee), 8 hrs paid volunteer time per year, parental leave, medical, dental, vision, voluntary short-term disability, long-term disability, life insurance, voluntary supplemental life insurance, traditional 401k and ROTH 401k with a company match, HSA, FSA, employee referral bonus, employee assistance program, tuition reimbursement program, employee recognition program, voluntary ID theft coverage, voluntary legal coverage, voluntary accident insurance, voluntary hospital indemnity insurance, and voluntary critical illness insurance. Equal Opportunity Employer Pace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, religion, genetics, protected veteran status, national origin, sex, age, disability, marital status, sexual orientation, gender identity or expression, citizenship, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Work Schedule Monday through Friday 8:00 AM - 4:30 PM

We are looking for an experienced, detail-oriented, and proficient Client Service Associate to serve as the primary client service and support role for Senior Partners and one or more Client Relationship Teams. The ideal candidate must bring 2-6 years' experience providing administrative support in the wealth management or financial advisor industry. This position will be an integral part of a small, but dynamic group of professionals providing optimal service to our clients. Wingate has been named to CNBC's “Financial Advisor 100” List for each of the past two years. You have the opportunity to be part of this exceptional organization as a Client Service Associate. Primary Responsibilities · Providing frequent and comprehensive support for a broad base of Wingate's clients and professional staff. This includes and is not limited to: o Initial client contact, needs assessment, and processing of client requests o New client account management and onboarding o Daily handling of frequent confidential financial transactions including wire transfers, check deposits, and other money movement o Providing the timely and professional handling of client calls and email o Review and preparation of client and regulatory documentation o Monitoring and responding to daily financial alerts o Coordinating efforts with clients to ensure links to external financial accounts are accurately functioning · Providing the logistical, organizational and hospitality coordination for client visits, meetings, and meals · Managing the day-to-day schedules and calendars for multiple team members · Independently addressing client questions or issues related to Wingate's various secure portals · Organization, prioritization, and sequencing of daily tasks for multiple team members · Manage the high volume of coordination of paperwork and tasks Required Skills and Experience · Bachelor's degree preferred and a minimum of 2-6 years' administrative support experience in a financial services environment (Wealth Management industry experience is strongly preferred) · Proven, verifiable proficiency to effectively communicate verbally and in writing with clients, external professionals, and internal staff · Proven ability to manage conflicting priorities and organize a high volume of day-to-day work · Proven experience with the handling of confidential and time-sensitive documents and data · Minimum intermediate level of experience with Microsoft Excel and rest of Microsoft suite, client relationship management (CRM) software, and general technological aptitude · Our office currently maintains a 9am to 5pm hybrid in-office and remote work schedule. This position requires flexibility and a willingness to be physically present in the Wingate office if needed to attend in-person client meetings. The position offers a competitive salary and a comprehensive benefits package including health insurance with a health savings account option, company paid life insurance, short-term disability, long-term disability, dental, vision, 401(k) plan with a company match and a generous paid time off plan. About Wingate Wingate Wealth Advisors, LLC is an independent wealth management firm, located in Lexington, MA, specializing in financial planning and investment management dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure investment plans are aligned with client specific needs, goals, and circumstances. Wingate is a fee-only firm and a registered investment advisor with the SEC. Our culture is relaxed and friendly but professional, extremely client centric, fast paced and collaborative. We are dedicated to continuous improvement of both our people and processes.

Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step. About the Role We're in search of a dedicated and enthusiastic Client Service Associate to play a vital role in supporting our team and managing client tasks and relationships in our firm. As our firm continues to grow, this role offers an opportunity to fully engage with all aspects of client service. If you're a driven and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this opportunity. Key Responsibilities: Manage account operations activities including but not limited to: paperwork for new accounts, paperwork for existing account maintenance (beneficiary updates, contact information changes, etc.), estate settlements, and serve as a liaison between our RIA and our custodian. Manage the tracking of custodian cash management, money transfers, and other account related tasks. Answer inbound client calls to assist with account servicing needs and advisor scheduling. Make outbound calls to clients for service-related discussions or other firm directed communications. Assume ownership of time sensitive client promises/requests to make certain they are done on time and accurately. Independently maintain and keep up to date firm databases such as but not limited to: required minimum distributions, compliance logs, etc. Periodic reporting of these databases may be required as directed by the firm's leadership. Continuous logging of client interactions and service in our CRM so all firm operations have a clear log. Manage long term client specific projects as assigned while meeting all required deadlines. What We're Seeking: Bachelor's degree and/or equivalent financial services experience A candidate committed to a long-term career in wealth management. A proactive approach to tasks and willingness to take ownership of their responsibilities. At least 2 years working in a Brokerage firm and/or Registered Investment Advisory firm. In-depth experience with custodian platforms such as Charles Schwab, Fidelity, Raymond James, etc and CRM system such as RedTail. Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively. Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability. Strong focus on client service with the ability to communicate both verbally and written in a clear and concise manner. Perks & Benefits: Competitive salary of $65,000. Potential for performance-based bonuses. 50% employer-paid health insurance coverage. Paid sick leave and holidays. Opportunities for specialized professional development. Clear paths for career advancement. Positive and supportive work culture and management. Complimentary snacks and beverages. Clean and organized office environment. A new, and clean work environment Realistic expectations and a healthy work-life balance.

At Faye, we're redefining travel insurance and delivering unparalleled customer care. As we continue to grow rapidly, we're looking for a visionary Head of Customer Experience to scale our global operations and elevate our world-class service to even greater heights. What You'll Do: Lead with Impact: Build, mentor, and inspire a top-tier CX team across Richmond, VA, and Tel Aviv. Shape the Strategy: Design and execute an omni-channel CX strategy, ensuring seamless, delightful interactions across all customer touchpoints. Expand Expertise: Enhance team capabilities to provide comprehensive support for our evolving product lines. Leverage Innovation: Use data and cutting-edge tech to scale operations, optimize workflows, and set new industry benchmarks. What We're Looking For: 7+ years in CX leadership, managing global teams of 50-100+ reps. Expertise in scaling omni-channel B2C environments using tech-driven solutions. Proven success in crafting and executing long-term CX strategies. Startup or relevant industry experience (insurtech, travel, fintech) preferred. Native-level English fluency; familiarity with U.S. customer expectations is a plus. Why Join Faye? Join a thriving, fast-paced team committed to reshaping travel insurance with cutting-edge solutions and best-in-class customer care. You'll play a pivotal role in driving growth, innovation, and setting new standards in customer experience.

Summary of Expectations The Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail-oriented, have the flexibility and ability to prioritize various projects, and take initiative on tasks. The position may be based in either the Fredericksburg, VA office or the Glen Allen, VA office with travel to Fredericksburg, VA. Position Responsibilities and Essential Functions Maintains confidential and time-sensitive material. Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation/filing of client Investment Consulting Agreement. Maintains client hard copy and electronic files. Handles alerts and action items from platforms. Masters custodial, portfolio management, and customer relationship management software and platforms. Provides client operational support, including entering trades and executing money movement. Supports Financial Advisor by preparingcorrespondence and commentary, client proposals, presentations, and spreadsheets. Assistswith client presentations, including preparing, assemblingand proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms. Performs various clerical duties including copying,printing, assembling and binding of material for special projects as needed. Schedules client meetings, maintains Financial Advisor's calendar, books conference rooms, and orderslunches, drinks or snacks. Oversees Black Diamond performance reporting and data aggregation. Enters and maintains client information in Salentica, our client relationship management system. Assists with data entryfor investment plan and formal financial planning engagements. Assistswith formulation of policies and procedures regardingopening accounts, maintenance of client files, monthlypreparation of information for client billing and other operational functions performed on a regular basis. Performs various administrative functions: answeringand directing incomingtelephone calls, opening, dating, and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, orderingof supplies, and equipment maintenance. Acquires licensing and builds knowledge base to develop into an Associate Financial Advisor, gaining more client facing responsibilities. Professional Experience 3+ years of prior experience preferred; however, culture-fit is paramount, and we are willing to consider those with less experience if they excel in the personal attributes noted below. Background in professional services (finance, legal, tax, etc.) with operations or administrative experience preferred. Strongly proficient in Microsoft Office Suite, with willingness to learn other industry-specific technology/custodial systems, as required. Equivalent of a bachelor's degree or 4-years of college preferred. Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12-months of employment. Other licenses could be required. Personal Attributes Collaborative team player with a positive attitude and growth mindset. Possesses the drive and desire to grow into a financial advisor. Ability to work effectively on multiple projects. Unquestionable integrity and good judgment. Ability to learn new processes quickly, take initiative, and multi-task with little supervision. Excellent verbal and written skills. Ability to organize and prioritize work with attention to detail. Naturally curious and derives personal satisfaction from helping others. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States..

Role: Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role. Responsibilities: Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed. Provide responsive support to advisors and custodians via phone and video calls. Manage client interactions through remote video calls, phone conversations, and email communication. Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality. Organize and manage document storage and client records. Assist with data entry and report preparation as requested by financial advisors. Handle confidential client and company information with discretion and professionalism. Qualifications: Minimum of three years experience in an advisor support role. Three years of experience in financial services (e.g., banking, wealth management, insurance). Excellent interpersonal, customer service, and communication skills. Strong attention to detail and problem-solving capabilities. Ability to multitask and manage time effectively in a remote environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). College degree preferred. Must pass a basic credit and background check. Benefits: Competitive salary Comprehensive benefits package, including health, dental, and vision insurance Retirement savings plan Paid time off and holidays Professional development opportunities How to Apply: If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting. Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!

For over 30 years, Fairfax Cryobank, a division of GIVF, has provided the highest quality donor sperm that has led to the creation of many happy healthy families. Fairfax Cryobank serves clients nationwide and around the globe. We are seeking energetic and compassionate full-time, entry-level, Client Services Specialists to join our fantastic CS team. Responsibilities: Must be able to handle many inbound and outbound calls to and from clients, listen to our clients' needs and provide helpful solutions to their concerns. Build sustainable relationships and trust with client accounts through open and interactive communication. Must be able to de-escalate situations involving dissatisfied clients, offering patient assistance and support. Meet personal/customer service team sales targets and call handling quotas. Process semen, product, and internet orders Liaison between patients and physician clients Schedule client depositor and designated donor appointments Triage calls to management and accounts receivable Able to handle multiple office responsibilities simultaneously. Other duties as needed. Requirements: Associate or Bachelor's degree preferred or minimum of 2 years of related work experience. Proven experience working in a call center or customer-support role is a huge plus. Must have patience and compassion for clients trying to conceive. Attendance and punctuality are extremely important for this job position. Candidates must maintain regular, consistent, and punctual attendance in accordance with their assigned work schedule. Demonstrate strong phone and verbal communication skills along with active listening. Must be able to multi-task, prioritize, and be detail oriented. Must possess a high level of independent judgment and accuracy. Fluency in Spanish is a plus! Must have working knowledge of Microsoft 365, Microsoft Outlook, and Teams Must have a quiet home office work space Strongly prefer candidates from Virginia, Maryland and Washington DC area. Additional information: $20.00 per hour Quarterly bonus program Work Schedule Options: Remote: Monday- Friday: 11:30am- 8pm ET Remote : Monday - Thursday 10:30am-8pm ET and Saturday 11:30am-3:30pm ET On-site: Monday-Friday 9:30am to 6pm GIVF provides competitive compensation and generous benefits to our employees, including: Health, Dental and Vision insurance Flex Spending Account (FSA) and Health Savings Account (HSA) options Group term life insurance Short-term and long-term disability options 401K plan plus employer match Paid parental leave Tuition reimbursement program Paid vacation and sick time Paid company holidays Job training and development opportunities For more information about Fairfax Cryobank, we encourage you to visit our website at ************************ To apply, kindly email your cover letter, iinclude your work schedule preference and resume to ************* and note CSR in the subject line. Please also indicate your work schedule option. EOE/M/F/D/V **We review all applications and contact qualified candidates via email for further consideration.**

What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product selections that are safe, clean, and easy for customers to access. The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion. What We're Looking For Hourly Seasonal: Generally scheduled 10-40 hours. Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location) Physical ability to perform tasks that may require prolonged standing, sitting and other activities Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance. What You Need To Succeed Minimum Qualifications Ability to read, write, and perform basic arithmetic (addition, subtraction). Ability to work overnight and weekends as required. Ability to utilize web based computer programs to accomplish assigned tasks. Preferred Qualifications High school diploma or equivalent. 6 months of Lowe's sales floor experience. 6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays. 3 months of experience operating power equipment such as lifts, order pickers, and similar equipment Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws). Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law. #Full time RequiredPreferredJob Industries Retail

Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Direct client contact - answer questions about accounts, etc. Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Conduct client outreach Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Financial services experience; LPL preferred Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system - preferably SalesForce Excellent phone skills Computer literate Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM - 5:00 PM Monday-Friday