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Member service representative jobs in Levittown, NY - 2,320 jobs

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  • Global Customer Enablement Leader

    Medium 4.0company rating

    Member service representative job in New York, NY

    Brooklyn, NY / Arlington, Virginia, United States / Mississauga, ON / New Delhi / Sacramento, CA / Paris / Oakland, CA / Lyon / London, UK / Lisbon, Portugal Customer Success - Customer Enablement / We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. #J-18808-Ljbffr
    $98k-141k yearly est. 5d ago
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  • Route Service Representative (4-Day Workweek)

    Cintas Corporation 4.4company rating

    Member service representative job in Central Islip, NY

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    $34k-39k yearly est. 3d ago
  • Customer Service Representative

    Esquire Bank 4.4company rating

    Member service representative job in Jericho, NY

    Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.
    $40k-55k yearly 5d ago
  • Customer Account Specialist(Manufacturing)

    Ajulia Executive Search

    Member service representative job in New York, NY

    B2B Cross-check invoices with purchase orders and delivery receipts. Ensure pricing accuracy: Confirm unit prices, discounts, taxes, and totals match agreed terms. Prepare bills of lading Are you looking to make a career change to a stable company? This exciting opportunity offers a competitive salary plus an excellent benefits package including medical insurance, dental insurance, vision insurance and paid PTO.Does this position match your future career goals?Then this opportunity could be the right fit for you. Why should you apply? Growth Opportunities Great Pay Excellent Benefits Responsibilities: Keep records of customer interactions, process customer accounts and file documents. Responding promptly to customer inquiries. Communicating with customers through various channels. Client Interaction: Act as the main point of contact for clients, addressing inquiries and resolving issues promptly to ensure customer satisfaction. Order Management: Process orders accurately and coordinate with production and logistics teams to ensure timely delivery. Communication: Maintain clear and effective communication with clients regarding product specifications, order status, and any changes or updates. Documentation: Maintain accurate records of client interactions, transactions, and feedback for continuous improvement. Acknowledging and resolving customer complaints. Process purchase orders in accordance with company policies and timelines. Validate bills of lading to ensure proper shipment documentation. Coordinate with the traffic department to confirm logistics and resolve transportation issues. Partner with buyers and sales reps to address customer inquiries and resolve discrepancies. Maintain organized and up-to-date customer files and order records. Qualifications: High School Diploma. 2+ years of experience in billing, order management, or account support-ideally in food manufacturing or logistics. B2B Exceptional attention to detail, especially with financial and shipping documents. Strong organizational and communication skills. Proficiency in billing software and Microsoft Office Suite (Excel, Outlook, Word). Ability to thrive in a fast-paced, cross-functional team environment. Proficient in MS Office Suite Strong leadership qualities Ask for Jasleen ********************************* Ajulia Executive Search is a search firm specializing in Manufacturing, Finance, IT, Legal and Pharmaceutical positions. This is a confidential search for one of our preferred clients. It is a direct hire position that includes competitive compensation and full comprehensive benefit package. #ZR
    $34k-45k yearly est. 4d ago
  • Customer Service Representative

    Insight Global

    Member service representative job in New York, NY

    Title: Customer Service Representative Duration: 4 month contract The Customer Service Representative (CSR) will be responsible for contacting students who have been accepted into our charter school program and assisting them with the onboarding process for the new school year. This role requires excellent communication skills, attention to detail, and a commitment to providing exceptional service to our students and their families. Key Responsibilities: * Contact newly accepted students and their families to welcome them to the program. * Provide detailed information about the onboarding process, including required documentation, important dates, and next steps. * Answer any questions students and families may have about the program and the school. * Assist with the completion and submission of necessary forms and paperwork. * Coordinate with other departments to ensure a smooth onboarding experience. * Maintain accurate records of all communications and interactions with students and families. * Follow up with students and families to ensure all onboarding requirements are met. * Address any concerns or issues that arise during the onboarding process in a timely and professional manner. Required Skills & Experience * High school diploma or equivalent; associate's or bachelor's degree preferred. * Previous experience in customer service, preferably in an educational setting. * Excellent verbal and written communication skills. * Strong organizational and time management skills. * Ability to work independently and as part of a team. * Proficiency in Microsoft Office Suite and other relevant software. * Bilingual skills are a plus.
    $30k-39k yearly est. 3d ago
  • Customer Service Representative

    Prokatchers LLC

    Member service representative job in New York, NY

    Job Title : Customer Service Representative Duration : 2+ months contract (Possible extension ) Education : High school degree Shift Details : M-F schedule 9A-5P Job Description: • Assist all line of business (Medicaid/Medicare/MLTC/CHP/EP) in retaining current qualified members by following a strategic daily work schedule that includes am and pm hours, field locations as well as weekends. • Maintaining daily Outreach and Renewal goals set through business needs to increase overall retention Enrollment and retention support. • They are experts on the system and understand the NYSOH processes to quickly route members to the appropriate resolution and support. • The Customer Success Specialist will work as a liaison to ensure proper processes are introduced and implemented such that the experience is enhanced.
    $30k-39k yearly est. 2d ago
  • Customer Service Representative

    Russell Tobin 4.1company rating

    Member service representative job in Port Washington, NY

    Russell Tobin's client is hiring a Customer Service Representative in Port Washington, NY Employment Type: Contract Pay rate: English Speaker - $17.50 French Speaker - $20 Responsibilities: Answer incoming calls and process customer orders. Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly. Resolve customer complaints while maintaining composure and professionalism. Document customer interactions accurately and track call types. Follow up with customers regarding order status, shipping, and stock availability. Maintain support service levels consistent with Luxottica's standards. Perform all other duties as assigned. Requirements: High school diploma or equivalent. Minimum 1 year of experience in customer service, hospitality, or call center environments. Excellent telephone etiquette and communication skills (verbal and written). Strong PC skills including Microsoft Office (Word, Excel) and internet navigation. Ability to prioritize tasks, manage time efficiently, and work well in a team environment. Demonstrated listening and comprehension skills. Nice to have: Higher education degree. Experience using SAP. Knowledge of optical products and industry terminology. Bilingual in French. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
    $31k-37k yearly est. 2d ago
  • Floating Resident Service Specialist-95 Wall Apartments

    UDR, Inc. 4.5company rating

    Member service representative job in New York, NY

    UDR, Inc. and its affiliated companies are seeking a Floating Resident Service Specialist to join our teams in NYC. This position will be based at 95 Wall our exclusive apartment community ( 503 homes) located in NYC and float to other communities in the area as needed. Pay Range: $29-$31.25/hour Do you thrive on crafting an amazing customer experience and providing satisfying solutions to customers? Do you want to be a "Care Hero" and it's your job to save the customer's day? As a Floating Resident Service Specialist, you ensure our residents are provided a seamless move-in experience and an enhanced lifestyle during their residency. ESSENTIAL FUNCTIONS: Move-In Coordination 1. Ensure each new resident has a move-in orientation conducted by appointment. 2. New residents are contacted within seven days of move-in to ensure they are satisfied and to report any issues. Onesite Responsibilities 1. Scan all required move-in documents into Onesite. 2. Oversee Pending Tasks. Customer Service Administration 1. Guide walk-in traffic and minimize the wait time. 2. Handle any walk-in resident concerns with the Resident Service Manager and/or Community Director. 3. Ensure that all voicemails, texts, emails and other resident and community communications are checked and responded to within established time guidelines. 4. Organize incoming packages systematically and distribute as needed. 5. Work closely with the Business Manager, Centralized Admin, Centralized Sales and Renewal teams to ensure leasing and renewal goals are met. 6. Utilize CRM to effectively manage resident relations, service requests and resident communications. Property Condition oversight 1. Walk through the move-in ready apartment to ensure they meet standards prior to orientation. 2. Walk through all amenities daily to ensure they are stocked and in good condition. 3. Walk problematic areas that are raised by residents on the day they are reported to ensure deficiencies are addressed. Follow-up with the service team until resolved. 4. Provide superior customer service to internal and external customers. Back-Up coverage 1. Interact with walk-in prospects by showing the property if needed and answering questions about the community. 2. Receive and greet visitors to the community and answer prospects, residents, and customer inquiries as well as phone calls. 3. Research and prepare any reports, memos, letters, resident correspondence, and other documents using word processing, spreadsheet, database, or presentation software at the direction of the Resident Services Manager or Community Director. 4. May interact with walk-in prospects by setting-up a self-guided tour, answering questions about the community, lease terms, and local area. 5. Complete market summary and comp reports as directed. 6. Comply with all Company policies and procedures related to employment. 7. Commit to Living the UDR Values each day in every action taken when executing the essential functions of the job. 8. Perform Resident Service Manager duties in the absence of the Resident Service Manager. 9. Perform other duties as assigned or as necessary. PERFORMANCE REQUIREMENTS: Knowledge of organizational policies and procedures. Ability to apply policies and procedures to solve everyday issues. Ability to define problems, collect data, establish facts, and draw valid conclusions. Must have excellent organizational skills. Ability to perform a variety of support assignments requiring some exercise of independent judgment. Demonstrated knowledge and familiarity with community and rental property operations. Must know and follow the Fair Housing laws. Demonstrated skills with customer service. Knowledge of principles and methods for showing and promoting property. Ability to effectively present information to prospective or current residents. Knowledge of Onesite reporting; office practices and procedures; filing and maintenance of fiscal records. Must be detail orientated. Must demonstrate excellent interpersonal skills; problem solving skills; and decision-making skills. Ability to meet and deal effectively with clients, associates, and the general public. Excellent verbal and written communication skills. Ability to create, compose, and edit written materials. Ability to establish priorities and coordinate work activities. Ability to work in conjunction with Company managers, residents, and associates. Must be skilled in word processing, drafting correspondence and memoranda. Attention to details, and basic experience with the internet. MS Office software applications required (e.g., Microsoft Office, Word and Excel). Knowledge of basic office practices and procedures; filing and maintenance of fiscal records. TYPICAL PHYSICAL DEMANDS: Requires prolonged sitting, some bending, stooping and stretching. Occasionally lifting files or paper weighting up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Regular and consistent attendance on the job is an essential function. TYPICAL WORKING CONDITIONS: Normal office environment. Incumbents must be able to physically access all exterior and interior parts of the community and amenities. Periodic exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. Occasional evening or weekend work. EDUCATION AND EXPERIENCE: 1. High School Diploma, or equivalent, is required. 2. Associate degree in business administration or equivalent, is preferred. 3. Minimum of two years of office experience is required. 4. Minimum of Two years' experience in residential properties, rental operations, hotel or related business operations is preferred. 5. Must have and maintain a valid driver's license unless otherwise noted. UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, 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. UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $29-31.3 hourly 3d ago
  • Industrial Customer Service Supervisor

    Xecutive Recruitment Inc.

    Member service representative job in Stamford, CT

    This leadership role oversees a frontline customer support team responsible for managing inbound customer interactions, order processing, and service-related requests. The Customer Service Team Lead ensures consistent service quality, operational discipline, and team performance while partnering closely with internal departments to support revenue, fulfillment, and customer retention objectives. The position blends people leadership, operational oversight, and customer advocacy in a fast-moving, metrics-driven environment. Core Duties Lead daily workflow and activity management for a team of customer-facing representatives. Coach, develop, and hold team members accountable to service expectations, quality standards, and response-time goals. Oversee incoming communication channels, ensuring prompt and professional handling of customer inquiries and requests. Maintain accurate records of customer interactions, transactions, and follow-ups within internal systems. Coordinate with cross-functional partners to ensure smooth execution of orders, timely quotations, and issue resolution. Review performance data and service metrics to identify trends, gaps, and improvement opportunities. Address escalated customer concerns and support resolution efforts to maintain strong client relationships. Facilitate onboarding and ongoing training for new and existing team members. Identify and implement process enhancements that improve efficiency and customer experience. Ensure adherence to all workplace safety standards and operational policies. Support sales-related administrative activities, including order entry and quote support. Manage corrective actions related to customer feedback or service discrepancies. Perform additional responsibilities as assigned. Leadership & Professional Competencies Strong ability to lead, motivate, and influence teams toward measurable results. Customer-focused mindset with sound judgment in problem-solving and decision-making. Ability to balance independent decision-making with collaboration across departments. Effective communicator with a professional, confident presence in written and verbal interactions. Comfortable managing priorities in a high-volume, deadline-driven environment. Demonstrated capability to navigate challenging customer situations calmly and professionally. Technical curiosity and aptitude to understand product specifications, documentation, and usage. Proven experience managing people and driving accountability. Required Background Several years of experience in a customer-facing support or service role within a business-to-business setting. Prior experience in a supervisory, lead, or team management capacity. Hands-on experience working with customer management and enterprise systems. Track record of managing multiple priorities in fast-paced operational environments. Proficiency with common business software tools. Flexibility to support varying schedules and operational needs. Dependable transportation. Preferred Experience Exposure to operational, manufacturing, or distribution-based environments.
    $38k-57k yearly est. 5d ago
  • Customer Experience Specialist

    Lumen 3.4company rating

    Member service representative job in New York, NY

    Lumen is a leading health tech company empowering people to improve their metabolic health and lose weight sustainably, with revolutionary device-to-app technology that measures metabolism through a single breath. Lumen helps 300,000+ people worldwide understand how their bodies respond to nutrition, sleep, exercise, and stress levels in real time. It provides individualized recommendations that prioritize high-impact habits to improve metabolism and help people reach their weight loss goals. We are looking for a Customer Experience (CX) Specialist to play a key role in delivering exceptional support and building meaningful relationships with our customers in a fast-growing health-tech company. Our CX team plays a critical role in ensuring a seamless customer journey, supporting users throughout their experience with our product, and helping them achieve their health goals with confidence and clarity. As a CX Specialist, your focus will always be on providing empathetic, accurate, and timely support, while representing the voice of the customer internally and contributing to continuous improvement across our processes and customer experience. This is an excellent opportunity to be part of a customer-centric team, work with cutting-edge technology, and grow your career in a mission-driven environment. Responsibilities Handle incoming customer inquiries via email and chat, providing accurate, clear, and timely assistance Respond to customer reviews and feedback across multiple platforms in a professional and brand-aligned manner Resolve customer issues efficiently, aiming for first-contact resolution whenever possible Support order and account management, including memberships, cancellations, renewals, shipping, returns, and upsell opportunities in line with company policies Perform basic product troubleshooting and explain results or app behavior clearly to customers Identify, document, and escalate complex or high-priority issues to the relevant internal teams Maintain high performance across key CX metrics, including response time, resolution rate, and CSAT Actively contribute to improving processes, documentation, and the overall customer experience What we're looking for Excellent verbal and written communication skills in English Proven experience in customer support or customer experience, preferably in a B2C environment Strong ability to handle challenging conversations, de-escalate issues, and respond with empathy and professionalism Comfortable working with ticketing systems and support tools (Salesforce experience is a strong advantage) High attention to detail and commitment to accuracy in customer communication Strong time-management and multitasking skills, with the ability to prioritize effectively in a fast-paced environment Willingness to learn and understand our product, including basic technical and results-related concepts Skills that will help you excel in this position A customer-first mindset with a genuine passion for helping people Strong problem-solving and analytical thinking skills Ability to balance efficiency with quality and empathy A team player who communicates clearly and collaborates effectively across teams Comfortable working with KPIs and performance goals Curious, proactive, and motivated to continuously improve
    $29k-46k yearly est. 4d ago
  • Online Customer Service Representative

    London Jewelers 3.5company rating

    Member service representative job in Glen Head, NY

    London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction. Responsibilities: Respond to customer inquiries via phone, email, and chat Track customer inquiries through multiple websites and through entire lifecycle of customer's request Add products and update content on London Jewelers website Maintain Brand pages on London Jewelers website updating banners, products and information Daily price and inventory updates on our website Resolve customer complaints in a professional manner Process orders, returns, and exchanges Track monthly store traffic report Daily cash report Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active Provide product and service information and guidance Maintain appointment requests for store locations Document and update customer records based on interactions Follow up and track with customers and the store to ensure their issues are resolved Stay updated on product knowledge and company policies Follow daily task check list Maintain a positive and empathetic attitude toward customers Qualifications/Experience: Proven experience as a customer service representative or similar role Excellent communication and interpersonal skills Ability to handle stressful situations and diffuse upset customers Proficient in using ERP software and CRM tools Strong problem-solving skills Ability to multitask and manage time effectively Attention to detail and accuracy High school diploma or equivalent; a degree or equivalent Flexibility to work in shifts if required Good typing skills and computer literacy Preferred Qualifications: Degree in a relevant field Job Type: Full-time In office Salary: $25 an hour Benefits: Health insurance Dental insurance Vision insurance Paid time off 401(k) with employer matching Employee assistance program Employee discount Flexible spending account Health savings account Life insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
    $25 hourly 5d ago
  • Customer Experience & Operations Associate

    Aerin 3.7company rating

    Member service representative job in New York, NY

    AERIN is seeking a detail-oriented, and dedicated Customer Experience & Operations Associate who will manage the communication and operational processes related to customer and trade inquiries for AERIN.com. The Customer Experience & Operations Associate will work to build and enhance relationships with our customer base to improve retention, customer lifetime value and contribute to the ecommerce revenue target. will also serve as a key partner and liaison to cross-functional team leads (e.g., eCommerce, Logistics, Finance, Production, 3 rd party vendors) to resolve customer issues in a timely manner and devise solutions to improve the customer experience on AERIN.com. Customer Service Deliver a superior and personalized level service to all customer inquiries. Field customer inquiries via email, phone, and chat. Actively troubleshoot and provide resolutions to customer inquiries in an efficient manner with a courteous tone that is representative of the AERIN.com brand. Identify and communicate opportunities and customer feedback to help the brand continuously improve the customer experience. Provide a luxury experience, developing relationships with VIP clients and proactively clientele utilizing in-depth product knowledge to deliver an exceptional customer experience and to achieve and exceed sales targets via the customer service channel. Operations Operate multiple systems and software applications simultaneously to support processes related to customer service, including the eCommerce platform, payment processor, and order management system. Manage sales orders, on a daily basis; partner with the Logistics team and 3 rd party Vendors on processing, shipping, returns and cancellations. Manage and execute processes related to customer order inquiries, including account creation, inventory checks, product insights, backorder status, order placement, and fraud management. Manage and execute processes related to post-purchase issues, such as order status, returns and refunds, and chargebacks. Manage operational communication with 3 rd party vendors regarding shipment tracking, returns, and damages. Manage White Glove Delivery program by serving as a liaison between customers and Logistics to ensure proper communication for prompt delivery. Manage fraud management and charge back investigations and analytics Assist with manual order processing as needed during peak seasons. Responsible for receiving, tracking, label creation and sending orders to clients. Manage order trackers (Personalization, Damages, Refund Errors, etc.) Trade Program Management Manage communication and inquiries with trade program members, including inventory availability and projected lead times. Collect relevant documentation from designers for trade program approval and manage designer discount program. Recruit new designers to the program through strategic outreach and communication Additional tasks as assigned. Desired Skills and Experience: Customer service experience in ecommerce luxury retail or a related industry preferred. Comprehensive understanding of luxury clientele and communication. Strong communication skills with a proactive, entrepreneurial attitude. Ability to multi-task with strong organizational skills. Ability to work independently to resolve complex and/or escalated situations. Demonstrate the ability to work under pressure and diplomatically address challenging situations. Ability to take initiative, ownership and accountability. Strong sense of teamwork, ability to multi-task and manage priorities with ease. Willingness and ability to work outside of normal business hours as needed. Proficient in MS Office including MS Excel. Experience with Netsuite, Gorgias, Salesforce Commerce Cloud, Braintree, Magento, or similar technologies preferred. Bachelor's degree and/or equivalent professional experience. About AERIN AERIN is a global luxury lifestyle brand inspired by the signature style of its founder, Aerin Lauder. Based on the premise that living beautifully should be effortless, the brand develops curated collections in the worlds of beauty, fashion accessories, and home décor. With a passion for art, travel, fashion, and design, Aerin's own lifestyle serves as a focal point of inspiration for the brand. Classic, but always with a modern point of view, every piece is created to make life more beautiful, with a sense of ease and refinement.
    $20k-32k yearly est. 3d ago
  • Client Services Associate

    Radium Search

    Member service representative job in Hauppauge, NY

    Relationship Manager Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm's service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities Deliver white-glove service to clients with speed, accuracy, and professionalism Prepare for client meetings and proposals with exceptional attention to detail Draft and manage client communications via email, phone, and written correspondence Participate in client meetings, document notes (with AI support), and manage follow-ups Gather and organize information to support comprehensive financial planning Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.) Maintain meticulous CRM documentation of all client communications, tasks, and appointments Assist with account maintenance, asset allocations, and quarterly reporting Serve as the first line of response for client inquiries across email and phone Build and deepen client relationships with empathy, connection, and professionalism Partner with operations to proactively resolve custodial issues and escalate when appropriate Adhere to all firm and industry supervisory and compliance requirements Participate in firm meetings, training, client events, and continuing education Support additional service-related responsibilities as required Candidate Profile Service-oriented with a genuine interest in caring for clients Exceptionally organized, dependable, and detail-oriented Calm, professional, and effective in a fast-paced environment Process-driven with strong ownership and accountability Excellent time management and multitasking capabilities Comfortable using CRM and workflow tools (Salesforce preferred) Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks 3-5 years of experience in financial services (RIA experience strongly preferred) Strong working knowledge of Schwab custodial operations Open to learning and adopting new technology as systems evolve Licensing & Education Series 65 required Bachelor's degree strongly preferred CFP certification or desire to pursue Strong understanding of client confidentiality and discretion Clean U-4 and U-5 history Reporting & Collaboration Reports to: Lead Advisor Functional Area: Client Success / Operations Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers Compensation & Benefits Base Salary: $70,000 - $90,000 Bonus: Performance-based, tied to individual and firm objectives Employment Type: Full-time W-2 Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits Career Development: Clear progression and professional growth opportunities
    $70k-90k yearly 2d ago
  • Client Relations Specialist

    Coda Search│Staffing

    Member service representative job in Bergenfield, NJ

    The Client Relations Specialist acts as a trusted point of contact for clients, helping guide them through case-related questions, coordinating communication with legal teams, and ensuring accurate documentation and follow-through. This position requires empathy, professionalism, and the ability to manage multiple client interactions in a fast-paced environment. Key Duties Act as the primary contact for client communications, responding to questions and providing timely case updates Explain legal procedures, next steps, and timelines in a clear and approachable manner Partner closely with attorneys and support staff to communicate client needs and ensure efficient case progress Collect, organize, and maintain client information within internal systems and databases Manage client intake processes, including document collection and eligibility verification Conduct regular outreach to clients regarding case milestones, required actions, and deadlines Support client experience initiatives, including feedback collection and service improvement efforts Address client concerns professionally and escalate issues when appropriate Handle sensitive information in compliance with confidentiality and ethical guidelines Qualifications & Skills Bachelor's degree preferred or equivalent professional experience Previous experience in a legal, professional services, or client-facing role strongly preferred Excellent verbal and written communication skills with a strong client-service orientation Ability to manage sensitive conversations with discretion and professionalism Strong organizational skills and ability to prioritize in a high-volume environment Proficiency with Microsoft Office and client or case management software Comfortable working independently while collaborating with cross-functional legal teams Bilingual skills are a plus, but not required
    $43k-72k yearly est. 4d ago
  • Office Service Representative II

    Canon U.S.A., Inc. 4.6company rating

    Member service representative job in New York, NY

    Requisition ID 2026-20606 # of Openings 1 Category (Portal Searching) Customer Service/Support Type (Portal Searching) Regular Full-Time Minimum Salary USD $27.74/Hr. Maximum Salary USD $27.74/Hr. Fixed Salary USD $27.74/Hr. Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include copy center activities, reception, hospitality and/or other duties as assigned. Responsibilities CUSTOMER SERVICE * Insures total customer satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships MAIL/PACKAGES/POUCHES * Receive, sort, and deliver all incoming mail & packages according to assigned floors and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations * Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable) * Package and process outgoing overnight items, i.e. Federal Express, UPS, etc., to meet client and vendor deadlines. Log and deliver incoming overnight packages within established time frames * Log outgoing and incoming items as required and review for accuracy/completeness SUPPLIES/COPYING/FAXING/ADMINISTRATION * Organize and distribute supplies to client employees as detailed in job requests. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers) * Handle items for distribution to a segment of or all of client employees, affiliates, dealers, etc * Estimate runtime on the small to medium photocopy jobs. Check all copies produced for quality and accuracy. Produce bound copies of work when requested. Deliver and pick up copy jobs * May provide minor maintenance of photocopy machine such as solving paper jams, placing service calls and routine cleanings * Operate facsimile machines; send and receive facsimiles. Keep complete and accurate logs of incoming and outgoing facsimiles. Where appropriate, input facsimile data into computer for client charge back. Generate activity reports, confirmation reports, and call the receiver to confirm receipt as necessary * Prepare monthly production and volume reports in order to measure productivity and prepare billing charges * Performs other administrative duties from inserting, copying and photocopying to faxing as needed May possibly perform any of the following functions at the direction of the Site Manager: * Set up and maintain client's kitchen areas and conference rooms, order food and make coffee * Provide reception work such as answering telephones, taking messages and greeting visitors * Move boxes, supplies or furniture; replace light bulbs * Document scanning * Prepare outgoing items for shipping * Due to changing technology in office automation, will be required to learn new features and functionalities of copying machines, faxes, scanning, shipping equipment as introduced at the site * Additional duties as assigned Qualifications High school Diploma or equivalent 2-5 years' experience working in a mailroom or professional office environment Knowledge of metering, weighting, logging and other shipping procedures Proficiency in computer skills preferred Ability to perform routine and some complex functions of various equipment and systems (fax, scanner, metering, stamping, tracking systems, photocopying, color copying, etc.) Excellent customer service, professional attitude and appearance are a must Ability to work overtime & meet deadlines PHYSICAL DEMANDS Requires regular twisting/turning/squatting/bending/reaching/lifting and prolonged periods of sitting, standing or walking. May regularly lift and carry up to 20 lbs. and move (push mail cart) over 50 lbs May occasionally lift up to 50 lbs Frequent use of hand and foot controls May occasionally need to climb stairs What We Offer: Competitive pay & benefits! Comprehensive training and development programs that prepare employees to advance from within. A company focused on creating a positive work and client environment. Employee discounts on entertainment, products, and services nationwide! Come Join Our Team! Connect With Us! Not ready to apply? We look forward to connecting with you in the future! By joining our Talent Network, you can receive job alerts for new positions that match your skills and experience sent straight to your inbox.
    $27.7 hourly 2d ago
  • Customer Service Representative- START ASAP

    Teksystems 4.4company rating

    Member service representative job in New York, NY

    *Shareholder Services Representative - Call Center (Entry Level)* *Schedule:* In-office Monday-Friday (10:00am-6:00pm) + *Mandatory Remote Saturdays* (10:00am-4:00pm ET) *Hours:* 40+ hours/week during peak season *Position Overview* The Shareholder Services Representative is responsible for providing highquality customer service to registered shareholders through both inbound and outbound calls. Using a shareholder call list provided by the client, this individual will educate shareholders on corporate actions, voting options, and relevant proposals, while ensuring all communications are logged accurately and professionally. This role operates in a *fastpaced call center environment*, with an expectation of completing *20-25 outbound calls per hour*. Representatives must be proactive, articulate, and able to multitask while delivering a superior customer experience. *Key Responsibilities* * Make outbound calls to shareholders using clientprovided call lists. * Provide customer service support to registered shareholders via inbound and outbound calls. * Educate shareholders on corporate actions, board proposals, and voting options. * Track, monitor, and report outstanding issues to ensure timely client updates. * Accurately log all call details and interactions into the Access Database. * Assist in the development of campaign themes and messaging to maintain a clear and effective narrative. * Maintain performance metrics in a highvolume call center environment. * Use only the company's tollfree 800 number for all calls (personal phone numbers never appear on caller ID). *Required Skills & Qualifications* * Customer service oriented with strong communication and interpersonal skills. * Ability to multitask effectively between inbound and outbound calls. * Selfmotivated, proactive, and able to stay productive during slower call periods. * Experience or education in *finance, business, or accounting* (required). * Strong professionalism-*zero tolerance for lateness*. * Must be available to work *every Saturday* (10:00am-4:00pm ET). *Experience Level* * *Entry Level*, with related coursework or professional exposure to finance, accounting, or business. *Preferred Skills* * Customer service * Finance or business management * Highvolume inbound/outbound calling * Strong clarity in verbal communication * Ability to meet or exceed call metrics *Disqualifiers* * No relevant experience or education in finance, accounting, or business. * Habitual lateness or reliability concerns. * Degrees unrelated to business/finance (Graphic Design, Fashion, Cosmetology, etc.) *without relevant work experience*. *Job Type & Location* This is a Contract position based out of New York, NY. *Pay and Benefits*The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in New York,NY. *Application Deadline*This position is anticipated to close on Jan 28, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $18-18 hourly 2d ago
  • Specialist - Actuarial Reserving

    Argonaut Management Services, Inc.

    Member service representative job in New York, NY

    Argo Group International Holdings, Inc.and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description Reporting to the Head of Reserving - Specialty & Runoff, the Actuarial Analyst - Reserving will be responsible for supporting reserve reviews and related activities, including communication to stakeholders, ad-hoc projects and process improvement efforts. Key Responsibilities Assist in the performance of reserve reviews under the direction of the Head of Reserving - Specialty & Runoff and prepare related reports, summaries, and ad-hoc analyses/views of results. Interact with various stakeholders including finance, claims, underwriting and pricing departments to determine holistic views of reserves. Assist in the preparation of the year-end reporting, including Actuarial Opinions, Actuarial Reports, and other GAAP and statutory regulatory reporting. Support efforts to improve data and reports to increase the efficiency of Reserving processes and associated reporting. Work to expand knowledge of the property/casualty insurance industry and practices. Qualifications and Experience Bachelor's degree in actuarial science, mathematics or related field of study. 3+ exams of the Casualty Actuarial Society pursuing credentials. 2+ years of property/casualty experience. Strong communication skills with the ability to convey technical concepts to non-technical audiences. Ability to manage work on concurrent projects. Ability to work independently within a team environment and collaborate effectively to achieve the best product. Detail-oriented and able to quickly evaluate the accuracy of information. Proficient in Microsoft Office products. Ability to work with various data software such as SQL, R, Python or VBA. Experience with ResQ a plus. The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Chicago: $97,100 - $114,400 NYC: $105,900 - $124,700 PLEASE NOTE: Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas. If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at . Notice to Recruitment Agencies: Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions. We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics. The collection of your personal information is subject to our HR Privacy Notice Benefits and Compensation We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.
    $28k-39k yearly est. 5d ago
  • Barback - Spearmint Rhino - New York, NY

    Spearmint Rhino 4.0company rating

    Member service representative job in New York, NY

    Assist Bartender by keeping wells stocked with ice, keeping bar area clean and well stocked. Keep bar stocked of all bottled products, mixers, garnishes and glassware. Clean bar, all glassware and service areas. Change kegs and empty trash regularly. Qualifications Previous experience in customer service and/or the restaurant or hospitality industry. Must be at least 21 years of age. Ability to multi-task in a fast paced environment. Ability to obtain a Food Handler's Card upon hire. Any previous experience assisting bartenders or providing cocktail service is a plus! Must be willing to work nights and weekends.
    $38k-49k yearly est. 60d+ ago
  • Loan Servicing Representative III (Consumer)

    Provident Bank 4.7company rating

    Member service representative job in Ridgefield, NJ

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments. KEY RESPONSIBILITIES: Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers. Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention. Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer. Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted. Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification. Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted. Trains new staff on Bank's policies and procedures needed to perform their respective job function. Perform other duties as assigned by management. MINIMUM QUALIFICATIONS: 5 - 7 years of related experience High school diploma or GED Interpretation of all loan documentation. Ability to exchange information clearly and concisely and to present ideas and report facts. Working knowledge of Horizon System, ACBS System, PC skills. Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports. Take ownership of workflow and resolve problems with minimal to no supervision. Ability to multi-tasking is imperative. Excellent communication and organizational skills. Strong mathematical background required. WORKING CONDITIONS Work is typically performed in an office environment. Noise levels are usually moderate. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $22.26 - $27.79 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $22.3-27.8 hourly 4d ago
  • Financial Services Representative - State Farm Agent Team Member

    Soribel Almanzar-State Farm Agent

    Member service representative job in Stamford, CT

    I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $26k-49k yearly est. 17d ago

Learn more about member service representative jobs

How much does a member service representative earn in Levittown, NY?

The average member service representative in Levittown, NY earns between $20,000 and $51,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.

Average member service representative salary in Levittown, NY

$32,000

What are the biggest employers of Member Service Representatives in Levittown, NY?

The biggest employers of Member Service Representatives in Levittown, NY are:
  1. Bethpage Federal Credit Union
  2. Fourleaf Career
  3. Psfcu Careers
  4. Supreme Fitness Group
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