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.
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$98k-141k yearly est. 4d ago
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Client Services Associate
Radium Search
Service advisor 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 1d ago
Customer Service Representative
Esquire Bank 4.4
Service advisor 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 4d ago
Customer Service Representative
Russell Tobin 4.1
Service advisor 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. 1d ago
Customer Service Representative
Prokatchers LLC
Service advisor 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. 1d ago
Customer Service Representative
Insight Global
Service advisor 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. 2d ago
EDI Wholesale Operations and Customer Service Associate
Fourth Floor 3.6
Service advisor job in New York, NY
Our Client, A luxury fashion brand, is seeking an EDI Operations Associate to join the team. This role will report in the Director of Logistics and Customer Service while supporting the all-department members of Customer Service.
Responsibilities:
Primary contact for several accounts including Wholesale (Department Stores and Specialty Boutiques), Corporate Retail and Ecommerce.
Ensure timely follow through and problem solving
Update and analyze business reports
Prepayments invoices
Entering (manually and upload) and transmitting orders for all brand sales lines
Manage EDI Catalog (UPC - NRF Color code)
Match EDI orders with initial orders and communicate with buyers
Maintain records of EDI compliance with customer approvals/waivers
Report POs in progress
Analyze daily inbounds and proactively release shipments
Monitor stock levels using the logistics report to prepare the allocations)
Run, analyze and distribute shipping reports to inform the Sales departments about the allocations shipped
Process customer invoicing using the system
Work with accounts receivable to coordinate shipping with payments (pre-payment customers)
Requirements:
Associate's Degree or higher
Minimum 3 years' experience in a similar role
Advanced Excel and Analytical skills are required (using pivot and VLOOKUP is mandatory)
EDI knowledge and experience required
Exceptional organizational skills, high attention to detail and reliable work ethic
Efficient communication and reporting skills
Must be able to multitask in a high-paced work environment
Comfortable working extended hours and weekends during busy seasons
Please submit your resume for consideration.
You can use ****************** to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
$28k-34k yearly est. 23h ago
Floating Resident Service Specialist-95 Wall Apartments
UDR, Inc. 4.5
Service advisor 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 2d ago
Customer Account Specialist(Manufacturing)
Ajulia Executive Search
Service advisor 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. 3d ago
Customer Experience Specialist
Lumen 3.4
Service advisor 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. 3d ago
Customer Experience & Operations Associate
Aerin 3.7
Service advisor 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. 2d ago
Client Relations Specialist
Coda Search│Staffing
Service advisor 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. 3d ago
Online Customer Service Representative
London Jewelers 3.5
Service advisor 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 4d ago
Customer Service Representative- START ASAP
Teksystems 4.4
Service advisor 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 1d ago
Specialist - Actuarial Reserving
Argonaut Management Services, Inc.
Service advisor 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. 4d ago
Service Consultant
Hyundai Motor America 4.5
Service advisor job in New York, NY
As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. You will serve as the communicator and liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer.
Education
High School
Experience
1-3 years
Additional Information
PLEASE HAVE KNOWLEDGE OF REYNOLDS AND REYNOLDS. FIVE DAY WORK WEEK. PLEASE BE A TEAM PLAYER WITY STRONG CUSTOMER SATISFACTION SKILLS.
Employment Position: Full Time
Salary:
$70,000.00 - $90,000.00 Yearly
Salary is negotiable.
Zip Code: 11361
$70k-90k yearly 60d+ ago
Risk Services Consultant - NYC/Jersey City/Long Island
Philadelphia Insurance Companies 4.8
Service advisor job in Jersey City, NJ
Marketing Statement:
Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. We have been in operation since 1962 and are nationally recognized as a member of Ward's Top 50 and rated A++ by A.M.Best.
We are looking for a Risk Services Consultant - Jersey City | NYC | Long Island | to join our team.
Summary:
Provides technical expertise in a specialty area.
Consults with underwriters and insureds about significant loss prevention programs within area of expertise.
A typical day will include the following:
Performs risk analysis studies in order to maintain maximum protection of an organization's assets.
Delivers risk management and loss prevention programs in a given product area.
Conducts loss control surveys, analysis and recommendations for complex risks in a given product area.
Communicates with agents, insureds and underwriters about specific risks as well as any trends in loss prevention issues in a given product area.
Maintains up-to-date technical knowledge of safety legislation and regulation as well as current loss experiences for a given product area.
Qualifications:
Bachelor's degree from four-year college or university.
Degree in Safety, Engineering or related field/equivalent desired.
Seven to Ten plus years previous related experience.
Designations such as CSP (Certified Safety Professional) or ARM (Associate in Risk Management) desired.
Working knowledge of Microsoft Office applications.
*Territory: New York City + 5 Boroughs; Long Island, NY; Jersey City, NJ.
Salary Range: $90,226.00 - $100,840.00
Ultimate salary offered will be based on factors such as applicant experience and geographic location.
This position is eligible to participate in the Company's Annual Incentive Performance Plan.
EEO Statement:
Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.
Benefits:
We offer a comprehensive benefit package, which includes tuition reimbursement and a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. If you enjoy working in a fast paced work environment with growth potential please apply online.
Additional information on Volunteer Benefits, Paid Vacation, Medical Benefits, Educational Incentives, Family Friendly Benefits and Investment Incentives can be found at *****************************************
$90.2k-100.8k yearly Auto-Apply 60d+ ago
Customer Service Advisor - Migrant Help
Maximus 4.3
Service advisor job in Bridgeport, CT
Description & Requirements Be part of something great Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.
We are more than just a call centre; we are a vital support line and a compassionate ear for some of the most vulnerable members of our communities, and we are seeking a dedicated Customer ServiceAdvisor to join our team.
This role is perfect for someone who is passionate about providing help to those who need it most. As a Customer ServiceAdvisor in our contact centre, you will play a crucial role in delivering outstanding service to our service users by handling a high volume of calls, emails, and live chats. Partnering with the esteemed charity, Migrant Help, you will provide essential support to Asylum Seekers, making a significant difference in their lives.
This is a UK, Homebased position. You must be living in the United Kingdom, with the correct Right to Work in the UK (British passport/VISA etc.) to be considered for this role. Any applications from outside of the UK will not be considered.
This role will be working late shifts - 5 x 7.5 hour days between 12pm - 10pm Monday-Sunday and will include weekends and bank holidays on a rota basis, so it could be a Saturday or a Sunday but on occasions you may work both days. The shifts will be a mixture of these hours and a rota will be provided in advance.
12pm - 8pm
1pm - 9pm
2pm - 10pm
1. Respond to service user enquiries, maintain accurate service user records, and escalate issues when necessary.
2. Identify and address safeguarding concerns promptly and effectively.
3. Meet customer service standards and performance goals.
4. Respond to difficult and sensitive cases with empathy, patience, and resilience.
5. Deliver information services across multiple channels (telephone, online, email, and live chat).
6. Resolve service user issues proactively, calmly, and professionally.
7. Offer guidance, tailored recommendations, and signposting to Service Users.
8. Follow established processes and adjust to evolving procedures.
9. Manage confidential information with strict adherence to data protection standards.
10. Proactively seek and address feedback to drive continuous improvement in role.
Qualifications & Experience
• Experience performing under pressure and handling demanding situations whilst staying calm and patient.
• Experience maintaining high levels of accuracy and attention to detail in all tasks.
• Experience collaborating with diverse teams to achieve common goals.
• Ability to solve complex problems and deliver solutions in a timely manner.
• Experience managing multiple tasks efficiently, ensuring deadlines are met and quality is maintained.
• Ability to resolve conflict, ensuring a positive outcome.
• Ability to work independently, demonstrating initiative and good decision-making skills.
• Strong written English skills to accurately input and record service user information.
Desirable
• Experience working with service users with additional needs and adapting to unique requirements.
• Awareness of mental health issues and a passion for further learning and development in this area.
Individual Competencies
• Ability to maintain composure and effectiveness in challenging and sometimes distressing situations, being able to regain stability following setbacks.
• Ability to listen and engage with service users, understanding their needs and replying appropriately.
• Ability to show empathy towards other's experiences and emotions.
• Clear, effective and engaging communication skills with service users.
• A positive approach to fostering an encouraging environment for colleagues and service users.
• Proficient using a variety of digital software applications, and openness to learning new technologies.
• Ability to prioritise time and tasks to meet deadlines and achieve objectives.
• An open approach to embracing diverse perspectives and adapting to new ideas and ways of working.
• Ability to adapt to changing environments and needs, being flexible and resilient in situations.
• Ability to demonstrate the Maximus Values by showcasing integrity, taking accountability for actions and decisions, and upholding high ethical standards.
Desirable
• Possess cultural awareness, with the ability to respect and interact with people from diverse backgrounds.
EEO Statement
Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal wellbeing and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.
We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.
Minimum Salary
£
25,185.00
Maximum Salary
£
25,185.00
$28k-34k yearly est. 3d ago
Service Consultant
Quality Chevrolet 4.1
Service advisor job in Englewood, NJ
Description of the role:
The Service Consultant at Quality Chevrolet GMC in Englewood, NJ will be responsible for providing exceptional customer service in the automotive service department.
Responsibilities:
Assist customers with their service needs
Coordinate service appointments
Communicate service updates to customers
Ensure customer satisfaction
Requirements:
Excellent customer service skills
Automotive service experience preferred
Strong communication skills
Attention to detail
Benefits:
Competitive compensation
Health and dental insurance
Paid time off
About the Company:
Quality Chevrolet GMC is a well-established dealership located in Englewood, NJ, dedicated to providing top-quality automotive services and products to our customers.
$28k-39k yearly est. Auto-Apply 60d+ ago
Building Service Employee
Halstead Management Company
Service advisor job in New York, NY
Prominent NYC Property Management firm, located in Midtown, is seeking dedicated and professional candidates for temporary doorman/porter assignments to work within one of our 200+ residential, full service, buildings.
JOB DESCRIPTION:
Opens doors for arriving and departing residents and guests
Provide excellent customer service to residents, their guests and potential residents
Greet guests and alert residents of visitors and deliveries
Assist with luggage and packages as necessary
Keep the lobby area clean and presentable
Assist residents and guest with transportation needs such as taxis, car service, etc
Porter assignment duties include:
Sorting and carting refuse and recyclables
Sweep, mop and vacuum as directed
Monitor grounds for cleanliness
Clean common and public areas as instructed
Dust and polish furnishings
Requirements
MINIMUM QUALIFIACTIONS:
Applicant must be flexible, various shifts available
Detail-oriented, able to multi-task, courteous and friendly demeanor
Applicant must have strong communication and inter-personal skills
Ability to stand for long periods of time comfortably
Compensation: $16.28 - 27.13 per hour.
Benefits
Halstead Management Company, LLC is an equal opportunity employer.
How much does a service advisor earn in Babylon, NY?
The average service advisor in Babylon, NY earns between $38,000 and $131,000 annually. This compares to the national average service advisor range of $26,000 to $79,000.
Average service advisor salary in Babylon, NY
$71,000
What are the biggest employers of Service Advisors in Babylon, NY?
The biggest employers of Service Advisors in Babylon, NY are: