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  • Acute Occupational Therapy Supervisor - Cardiac Care

    Medstar Health 4.4company rating

    Service Advisor Job In Washington, DC

    MedStar Health is looking for an Acute Occupational Therapy Supervisor to join our team at MedStar Washington Hospital Center! As an Acute Occupational Therapy Supervisor, you will provide occupational therapy services to patients, to include but not limited to screening and evaluation, treatment planning, treatment implementation, treatment reassessment and revision, patient/client re-evaluation, discharge planning, and documentation. Assists in coordinating day-to-day operations in collaboration with leadership. Coordinates effective short-term scheduling and team member coverage. This individual is responsible for working with leadership to promote proper and efficient utilization of quality services. Participates in program development, expansion, and improvement with leadership and other team members. Helps develop and maintain systems to manage referrals and to communicate with key stakeholders. Join one of the largest healthcare systems in the Baltimore-Washington metro region, also recognized as one of the "Healthiest Maryland Businesses". Apply today and learn how MedStar Health can be your next great career move! Primary Duties: Provides evaluation and treatment services including review of pertinent historical information, performance of specific assessments, and determination of recommendations and documentation of results. Explains evaluation findings and treatment plan to patient and family and incorporates patient and family in the goals setting. Demonstrates proficiency in implementation of treatment protocols. Consults with other healthcare professionals as indicated. Documents change in a patient's condition. Demonstrates autonomy in clinical practice and clinical reasoning is guided by analytical processes and evidence-based practice. Takes initiative in pursuing and directing continuing education for professional growth and competency for self and organization. Actively supports the department strategic plan and provides clinical development support to meet department needs. Promotes excellent customer experience and great access. Demonstrates a professional commitment to provide frictionless patient access to care through flexibility, adaptability, creativity, and actions/behaviors that display empathy in our patient consumer driven environment. Participates in team removal of barriers to access. Coordinates day-to-day operations at the direction of leadership. Including assisting with the coordination of daily staffing and patient scheduling, working with team members to meet productivity expectations and service demands, participating in utilization and peer review activities, and assists with ongoing feedback to team members regarding observed performance and talents to facilitate goal achievement. Assists with performance appraisals and completes them promptly. Assists in the selecting, training, orienting of staff as directed by leadership. Participates in department, service-line, and discipline specific decision making and problem solving as it impacts patient care. Identifies opportunities for process improvement, need for task force development, development of special project, or implementation of evidence-based practice. Collects and monitors data to ensure quality outcomes. Assists
    $47k-61k yearly est. 10d ago
  • Tire Sales and Service Advisor- Herndon

    Hogan & Sons Tire & Auto

    Service Advisor Job In Herndon, VA

    Hogan & Sons Tire and Auto is a multi-generational family business that provides a full-service solution for all of your automotive and repair needs; ranging from tire replacement and inspections, to maintenance packages. We are looking for a Service Advisor to join our team. The Sales/Service Writer is responsible for selling and promoting all products and services offered by Hogan's by following the company's store standards and expectations. Compensation: Base (DOE) + Commission+ Bonus (45k-70k/year) Benefits: Competitive Bi-Weekly Pay Tuition Reimbursement, up to $3,000 annually Paid Vacation and Sick Time 6 Paid Holidays Medical, Dental and Vision Insurance (Effective 1 st of the Month after Hire) Life Insurance (Company paid) 401(k) Retirement Savings Plan with Company Match Discounted Services on Personal and Immediate Family Vehicles Opportunity for Advancement! Essential Roles and Responsibilities: Promptly greet customers in a professional and courteous manner both in person and on the telephone using the Company's standardized customer service techniques. Listen to and thoroughly document customer's concerns; inspect vehicle and refer to service history to accurately identify and verify customer's service needs. Recommend services according to appropriate level of knowledge. Clearly communicate any additional recommendations from the Automotive Technician to the customer so that they can make an informed decision. Properly document all recommendations in customer file. Promote the sales of appropriate services, parts, and accessories by demonstrating an understanding of the product and associated service requirements. Provide customer with an accurate quote that includes cost and time of completion for the services approved by the customer. Provide customer with updates throughout the day on the status of their services. Follow proper procedures when cashing out a customer's ticket to include a review of the completed multi-point inspection and explanation of applicable warranties. Conduct post repair and declined services follow up phone calls to ensure customer satisfaction for all individual customers. Track all new returns, core returns and warranty parts for individual customers Other duties as assigned Qualifications: High School Diploma or equivalent Prior experience as a Service Advisor is helpful, but not required Possess valid driver's license Ability to work five days per week Sun Auto Tire & Service provides 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.
    $41k-77k yearly est. 9d ago
  • Customer Service Fundamentals Job Training Program

    Year Up United 3.8company rating

    Service Advisor Job In Baltimore, MD

    Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Fannie Mae, Merck, Okta, or Salesforce among many other leading organizations in the Baltimore area. Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Cyber Security - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Baltimore, MD-21201
    $35k-40k yearly est. 5d ago
  • Client Service Associate, Institutional

    Fiducient Advisors 3.9company rating

    Service Advisor Job In Washington, DC

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc. Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company's Compliance policies Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company's Compliance policies Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company's Compliance policies Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients' needs Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc. Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects Required Education, Professional & Technical Experience Bachelor's Degree or relevant work experience 1-3 Years in Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred Basic understanding of cash flow objectives Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.
    $63k-104k yearly est. 12d ago
  • Client Services Associate

    Prudential Financial 4.8company rating

    Service Advisor Job In Vienna, VA

    Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you. The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Qualifications - Previous experience in LPL Financial system and processing preferred - Strong ability to communicate effectively with clients and internal teams - Collaborative and strategic minded individual - Experience in account management or sales is a plus - Familiarity with Salesforce or similar CRM software is advantageous Responsibilities This is an on-site employment opportunity with offices in Vienna and Leesburg. This role would allow you to support Financial Advisors. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE) Answer phones, schedule appointments, and prepare materials for client meetings Keep client management systems up-to-date with client information Assist with information and documentation requirements for new accounts, transfers, and more Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as a Client Services Associate.
    $48k-61k yearly est. 19d ago
  • Membership Services Associate

    Association of Community College Trustees 3.3company rating

    Service Advisor Job In Washington, DC

    The Association of Community College Trustees (ACCT) is looking to hire a Membership Services Associate, who will be reporting to the Director for Member Engagement, this position will be responsible for providing programmatic, research, and logistical support to ACCT's senior staff. This position focuses on three primary areas that comprise membership services: member activities and data management; the awards program; and board elections. The position includes the handling of sensitive and confidential information and involves working independently and in teams and exercising good judgment and decision making. The position also provides administrative support to the Vice President of Membership and Educational Services. RESPONSIBILITIES: Member activities and data management Administer, maintain, and operate the association management system (AMS) to support ACCT members and staff. Maintain data integrity through regular customer updates, reconciling duplicate records, etc. Administer access to member portal for board liaisons in updating/maintaining their board rosters and demographics, and provide other support as needed. Create and distribute reports as needed. Lead the collection of annual membership dues via AMS for over 500 members. Use AMS to produce materials for member mailings for annual dues, voting delegate letters, and lifetime memberships, e.g. mailing labels, mailmerge letters, etc. Support membership events and engagement. Serve as staff liaison for coordinators network, including scheduling and facilitating regional membership meetings and state coordinator meetings, gathering coordinator updates and providing periodic reports. Send membership communications via email marketing software and AMS. Monitor and manage general email inboxes in order to respond to membership-related inquiries, and forward messages to other staff pertaining to their work. Contribute content to ACCT Connect online learning and networking platform. Annual awards program Coordinate the annual regional and association award nomination and selection process including updating members on opportunities. Compile awards packets, communicate with selection committees throughout the process and notify winners. Work with other ACCT staff as necessary to solicit and compile materials for the awards program book for ACCT's annual Leadership Congress. Work with contracted design team to produce the program book and physical awards to be presented at the Leadership Congress. Coordinate awards-related activities for the Leadership Congress conference. Solicit and manage RSVPs to awards presentations and respond to inquiries. Assign seating to award winners and guests at presentation events. Respond to member inquiries and requests for information about awards. With colleagues, monitor and respond to emails that pertain to awards. Board elections Provide materials and assist with edits on first draft of the Advisor and candidate website to prepare for annual elections. Inform membership of openings and respond to inquiries about the nomination process. With ACCT communications staff, contribute to scripts for caucuses and senates at ACCT's annual Leadership Congress and prepare other caucus materials as necessary Team participation Attend and participate in staff meetings. Attend and assist with ACCT events, including national conferences, shorter in-person events and meetings, and virtual events. Assist internal departments such as accounting, public policy, and board services with membership reports and needed updates to AMS). Perform other duties as requested to support the Director, Vice President, and other staff in relation to responsibility areas outlined above, such as creating PowerPoints, performing research, preparing documents, etc. Required Skills, Abilities, Competencies Competency with Microsoft Office Suite, including Word, Excel and PowerPoint. Interest in and aptitude for figuring out technology tools and products. Strong creative thinking and problem-solving skills. Ability to work under the pressure of tight deadlines. Proactive, participative, and collaborative work style. Excellent written and oral communication skills. Understanding of and commitment to the ACCT's mission. Ability to work independently on assigned tasks with management support as needed. Desired Experience Experience with customer relationship management systems and/or databases. Project coordination experience. Background and/or interest in higher education. Knowledge of non-profit administrative functions. ACCT offers a competitive salary for this position annualized at $60,100 - $68,000 based on skills and experience. We also provide a collegial environment and comprehensive benefits including medical, dental, vision, life and disability insurance. We prioritize your future with access to a retirement plan and a flexible spending account. Further, we offer a 37.5 hour work week and paid time off benefits. Please forward a letter of interest and resume to: ***********. Must pass criminal, credit background check, and professional references check. ACCT is committed to hiring and retaining a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. The Association of Community College Trustees (ACCT) is a non-profit membership educational organization comprised of over 500 governing boards and over 6000 trustees who govern public community, technical and junior colleges across the U.S. and abroad. ACCT's Board Leadership group provides training and educational opportunities including board retreats, self-assessments, and CEO evaluations for community college trustees and governing boards. For more information about ACCT go to *************
    $60.1k-68k yearly 16d ago
  • Senior LAC Regional Health Advisor

    Credence 3.7company rating

    Service Advisor Job In Washington, DC

    Telework Eligible: Yes, at least 3 days per week in-person reporting at Washington, DC office. Remote Eligible: No Summary Statement Credence Management Solutions employs hard-working, passionate individuals who bring innovation, accountability, and a growth mindset to the many missions we support across the US Federal Government. Employee empowerment is part of the fabric of our corporate culture through which we emphasize opportunity, recognition, reward, and retention. At Credence, we follow the principles of servant leadership and believe that serving and supporting others is critical to both our individual and collective achievements. We have only one measure of success. Yours. We are hiring for positions under the Global Health Training, Advisory, Support Contract (GHTASC) in support of the U.S. Agency for International Development (USAID) Bureau for Global Health (GH). These roles deliver institutional support services in a wide range of technical areas at the junior, mid, senior, and expert levels. We are a diverse, enthusiastic family of subject matter experts, business professionals, and practitioners who all share a common goal of providing excellent services to our government customers. If you want to work in a dynamic and fast-growing environment with highly motivated colleagues, then Credence is the right place for you! Credence Management Solutions is seeking a Senior LAC Regional Health Advisor. See below for more information on this exciting opportunity and apply to join Credence today! Position Summary The Senior LAC Regional Health Advisor (Senior Advisor) will primarily support the USAID's Global Health (GH) Office of Country Support (OCS) as a Credence Institutional Support Contractor (ISC). The Bureau for Global Health (GH) is the Agency's center of excellence and focal point in providing worldwide leadership and technical expertise in the areas of child and maternal health and nutrition, HIV, infectious disease, population, family planning and related reproductive health, and health systems. The Office of Country Support (GH/OCS) is the Bureau for Global Health's hub to provide broad, strategic assistance and support to countries and Missions. OCS provides critical support for health teams to understand and manage new challenges and business practice changes as health initiatives evolve. The OCS interfaces with GH element offices, Regional Bureaus, other Pillar Bureaus and interagency colleagues to ensure coordinated strategic, technical and programmatic assistance to countries. OCS leads the Global Health Country Team System, drawing on GH staff expertise across offices, fostering country representation from a “whole of health” program perspective. The Senior Advisor serves as a Latin America and Caribbean Region (LAC) Regional Advisor, supervised by the GHTASC PMA and receiving technical oversight from the USAID OCS Point of Contact - the Regional Coordination Team Deputy Director. Salary Range Full salary range for this position is $133,380 to $200,720 per year, with the starting salary determined based on candidate's knowledge, skills, experience, as well as budget availability Responsibilities include, but are not limited to the duties listed below Mission-Focused Strategic, Programmatic and Technical Expertise - 70 % The Senior Advisor is responsible for and coordinates OCS engagement focused on strengthening Population, Health and Nutrition (PHN) technical, programmatic and strategic support to the Latin America and Caribbean (LAC) region. Works in close collaboration with the LAC Regional Bureau and GH LAC Country Teams to ensure LAC Mission PHN needs are systematically determined, prioritized and met. Develops, monitors and evaluates various plans and commitments to meet mission needs. Identifies strategies for improved health development support to missions and provides direct technical and program management assistance to the LAC region missions. Provides direct technical and program management assistance to assigned region missions. Analyzes, monitors and reports on PHN trends in the region of focus. Advocates for assigned region program interests in Washington. In GH, the Senior Advisor serves as an expert in public health and has expertise in the primary health care system, global health partnerships, advancing social development and health policy, social and behavior change efforts to improve healthy lifestyles, inclusive development, family planning, maternal and child health, mental health, emerging public health issues such as non-communicable diseases, private-public partnerships, HIV/AIDS, and detecting, preventing and responding to infectious diseases. The Senior Advisor works to protect the health of targeted populations in the LAC region and countries in other regions. The Senior Advisor will engage in policy dialogues as needed and provide programming guidance to advance GH priorities in the region to include inclusive development, health system strengthening through integrated primary health care system; engage and contribute to policy and programming guidance for strategic planning and programming support, monitoring, evaluation, and learning, leading coordination across multiple USAID operating units, and advise missions and Country Teams in the application of GH priorities and strategies. With OCS Regional Leads, the Senior Advisor conceptualizes new approaches to increase the impact of USAID-supported development interventions. Works with GH senior leadership, GH technical offices, the LAC Regional Bureau and other USAID bureaus to develop guidance as needed and advise on critical decisions affecting USAID's LAC health programs, including prioritizing countries for each health element programming. Manages the day-to-day GH effort to support LAC field missions including through Country Teams and advises assigned region missions and Country Teams in the application of Global Health and Regional Bureau priorities and strategies. Provides public health technical expertise to assigned region missions, Regional Bureau and Global Health Bureau. Works in close collaboration with the LAC Regional Bureau health team to analyze, monitor and report on PHN trends in the region. Advocates for LAC program interests to senior-level officials in USAID/Washington (USAID/W) as applicable. Drafts briefers and talking points for GH Bureau leadership and participates in briefings as required. Monitors critical public health issues in the assigned region(s) and advocates for a USAID/W response. Provides USAID/W with analyses/updates on the effectiveness of field programs, including USAID and other development assistance agencies. Identifies strategies for improved support to missions. Additionally, the Senior Advisor is responsible for guiding PHN efforts to improve geographic coordination in support of the assigned regions. With Regional Bureau, OCS Country Teams and GH, develops or supports the development of systems and processes to improve mission support and strengthen Country Teams. Identifies and promotes initiatives that improve the impact of resource use in the region. Provides Bureau leadership with guidance to ensure appropriate resources, strategies, mechanisms, and support to assigned region(s) missions. Participates in monitoring the expansion of program initiatives throughout the region, and advises missions, Country Teams and USAID/W on courses of action. Transfers lessons learned and "best practices" across the assigned region(s). The Senior Advisor may support countries from other regions such as Africa, Asia, Middle East and Europe and Eurasia as needed and will work with OCS regional leads and country teams from those regions. OCS Engagement - 20% The Senior Advisor will engage in OCS activities that make the office a dynamic, innovative and continually evolving office to better support the field, offering insights, innovations, strategic thinking and implementation assistance to strengthen GH and OCS objectives and key results. Other Duties as assigned - 10% Education, Requirements and Qualifications Master's degree and 10 years of relevant experience, Bachelor's degree and 12 years of relevant experience, Associate's degree and 14 years of relevant experience, or High School Diploma and 16 years of relevant experience. US Citizenship with the ability to obtain and maintain Secret Clearance required. Broad experience in leading international health development programs in developing country settings. Advanced technical leadership, policy experience, and problem-solving skills working on complex projects in a highly sensitive environment. High degree of judgment, maturity, ingenuity, and originality to interpret strategy, to analyze, develop, and present quality work under tight deadlines. Advanced ability to coordinate among various internal and external stakeholders and ability to work under pressure and in teams. Excellent managerial skills with the ability to plan, organize, coordinate, and implement work inputs from several sources, and manage the simultaneous delivery of multiple outputs. Strong verbal and written communication skills with proven ability to effectively communicate technical content to diverse audiences in writing and orally. Strong interpersonal skills with the ability to build relationships and communicate effectively with people of varied professional, cultural, and educational backgrounds. Ability to travel internationally and/or domestically approximately 20-30%, as needed. Spanish language fluency is required.
    $133.4k-200.7k yearly 8d ago
  • Customer Service Specialist

    Malibu Events Promotions

    Service Advisor Job In Washington, DC

    Elevate Customer Satisfaction: Customer Service Specialist Wanted! Are you an experienced customer service professional seeking a new challenge? We are looking for a Customer Service Specialist to join our team and provide exceptional service to our clients. This role offers the opportunity to make a significant impact and grow your career. Responsibilities Provide expert assistance to customers with complex inquiries Troubleshoot and resolve customer issues efficiently Maintain detailed records of customer interactions Develop and update customer service and sales protocols Train and mentor junior customer service staff Coordinate with teams across the US to ensure consistent service Participate in workshops and career development initiatives Qualifications Proven experience in customer service roles Excellent communication and problem-solving skills Proficiency with customer service software and CRM systems Ability to handle challenging situations with professionalism High school diploma; bachelor's degree preferred Leadership skills and experience training others are a plus Benefits Opportunities to work with clients nationwide Career advancement and leadership development programs Collaborative team environment focused on excellence Access to professional workshops and continuous learning Ready to take your customer service career to the next level? Apply today!
    $32k-43k yearly est. 4d ago
  • Client Service Associate - Part Time

    Cary Street Partners 3.6company rating

    Service Advisor Job In McLean, VA

    The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects, have strong follow-through, and take initiative on tasks. This position is a part-time position working an average of 20 hours per week in the McLean, VA office. Responsibilities Masters custodial, portfolio management, and customer relationship management software and platforms. Maintains various aspects of client accounts including opening new accounts, processing, submitting, and filing documents. Provides client operational support, including getting the client online, entering trades, and executing money movement. Handles alerts and action items from broker/custodial platforms. Assists with data entry into the planning software provided by the firm. Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets. Assists with client presentations, including preparing, assembling, and proofreading various documents for client books; PowerPoint, and Excel documents for presentations; and marketing materials and various forms. Assists with formulation of policies and procedures in regard to opening accounts, maintenance of client files, quarterly preparation of information for client billing and other operational functions performed on a regular basis. Performs various administrative functions; answering and directing incoming telephone calls; opening, dating, and sorting incoming mail; preparation of outgoing US mail, courier, or delivery service packages, ordering of supplies; and equipment maintenance. Performs various clerical duties including copying, printing, assembling, and binding of material for special projects as needed. Organizes client files and securely handles confidential material. Maintains information in the contact management system. Professional Experience Experience in financial services industry with operations or sales assistant experience preferred. Proficiency with Microsoft Office - Power Point, Excel, Word, Outlook. Undergraduate degree preferred. Personal Attributes Collaborative team player with positive attitude. Excellent written and verbal skills to effectively communicate with clients, teammates, and other parties on behalf of the team. Ability to organize and prioritize work to manage competing business priorities. Detail-oriented with excellent follow-through. Unquestionable integrity and good judgment. Ability to learn new processes quickly and take initiative. Strong client orientation and customer service skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.
    $40k-59k yearly est. 15d ago
  • Health Plan Customer Support Agent

    ROCS Grad Staffing

    Service Advisor Job In Rockville, MD

    We are seeking an experienced Health Plan Customer Support Agent with a background in handling medical insurance. The ideal candidate will have excellent communication skills, a strong understanding of medical insurance processes, and the ability to provide exceptional customer service in a fast-paced environment. Key Responsibilities: Handle inbound and outbound calls related to medical insurance inquiries, claims, and billing. Assist patients, providers, and insurance companies with questions regarding insurance coverage, benefits, and eligibility. Process insurance claims, authorizations, and referrals accurately and efficiently. Resolve customer complaints and issues with professionalism and empathy. Maintain detailed and accurate records of customer interactions and transactions in the database. Provide information and guidance on insurance policies, procedures, and regulations. Collaborate with other departments to ensure seamless customer service and issue resolution. Stay up-to-date with changes in insurance policies and procedures to provide accurate information to customers. Qualifications: Must have 1 year or more of experience in a medical insurance call center environment. Specifically, a candidate who has worked for Aetna, Blue Cross Blue Shield, UHC, Kaiser, or any other medical insurance plan. High school diploma or equivalent; Associate's or Bachelor's degree preferred. Minimum of 2 years of experience in a call center or customer service role, with a focus on medical insurance. Strong knowledge of medical insurance terminology, processes, and regulations. Excellent verbal and written communication skills. Proficiency in using customer service software and databases. Ability to multitask and manage time effectively in a fast-paced environment. Strong problem-solving skills and attention to detail. Ability to work independently and as part of a team. Bilingual skills (preferred but not required).
    $35k-47k yearly est. 3d ago
  • Customer Service Representative

    Meck Agency-Erie Insurance

    Service Advisor Job In Columbia, MD

    JOB TITLE: Customer Service Representative EMPLOYER: Meck Insurance, LLC. REPORTS TO: Brian Meck SUMMARY: Responsible for all aspects of customer service to achieve customer satisfaction, quality service, and compliance with policies and procedures. DUTIES AND RESPONSIBILITIES: · Organizes, directs, and monitors daily activities for new business, renewals, cancellations and customer service. · Answers phones, internet and all other new business inquiries and gathers necessary information for quoting purposes. · Processes insurance quotes and creates quote proposals for new prospects, existing customers and renewals. · Tracks, monitors and processes all client policy renewals. · Directs, implements, and maintains service standards. · Creates, tracks and manages compliance with all Standard Operating Procedures. · Develops expert knowledge of use and efficiencies with Agency Management software system, Xanatek IMS. · Develops, implements, and maintains programs/processes to enhance customer experience and satisfaction. · Performs front desk agent responsibilities as needed to process office, customer and vendor needs efficiently. · Prepares accurate and timely reports as required. · Supports sales, advertising and marketing efforts of agency. · Develops and maintains organized filing systems for all paper and electronic files of agency. · Manages all office functions including telephone, internet, I.T., office supplies, mail, shipping and all other office functions. · Receives, scans, files and sends copies of all new policies, auto ID cards and policy endorsements for all clients. · Tracks new business sources within agency management system. · Performs other related duties as assigned by management. QUALIFICATIONS: • Bachelor's degree (B.A.) or equivalent. • Two years related experience or equivalent. • Proven leadership and business acumen skills • Good judgement with the ability to make timely and sound decisions • Must be able to speak, read, write, and understand the primary language(s) used in the workplace. • Commitment to excellence and high standards • Excellent written and oral communication skills • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm • Acute attention to detail • Strong organizational, problem-solving, and analytical skills • Ability to manage priorities and workflow • Proficient on Microsoft Word, Excel and Power Point. Becomes efficient in IMS Xanatek Agency Management System. • Excellent customer service skills • Ability to understand and follow written and verbal instructions. • Professional appearance and demeanor • Ability to effectively communicate with people at all levels and from various backgrounds. • Property and Casualty License obtained within 90 days of start date • Attention to detail, Strong organization skills and accuracy are absolutely essential to this role. COMPETENCIES: Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities. Customer Service--Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Cost Consciousness--Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources. Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation--Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $28k-36k yearly est. 15d ago
  • Customer Service Representative

    Insight Global

    Service Advisor Job In Tysons Corner, VA

    Customer Service Representative $18-20 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Full Time Hours (35-40 Hours) Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.
    $18-20 hourly 12d ago
  • Customer Service Representative

    Joola

    Service Advisor Job In Rockville, MD

    JOOLA is for looking for an experienced Customer Service Representative with a passion for growth and interest in pickleball and table tennis! JOOLA was first established in 1952 and built a global reputation as a pioneer in table tennis. In 2022, JOOLA expanded into the rapidly growing pickleball scene and quickly attracted the biggest names in the sport. As an official table tennis sponsor for three Summer Olympic Games and the official sponsor of pickleball's top athletes and the Professional Pickleball Association (PPA), the team at JOOLA combines its storied expertise with fresh perspectives to bring innovation to both sports. JOOLA creates a variety of equipment, apparel, and accessories for both table tennis and pickleball players, professional and recreational. With offices in US, Germany, Brazil, and China, JOOLA has a global presence and wide distributor network. We are seeking a dynamic and results-driven Executive Sales Representative to join our team. The Sales Representative will be responsible for driving and cultivating new business opportunities in the pickleball space, as well as maintaining relationships with existing clients. Responsibilities: Answering calls and emails from customers immediately Clarifying issues Determining the cause of the problems Expediting the corrections or adjustments Following up to ensure resolution Document all case activity using the case management system Record all customer interactions into case management system Follow up daily with all open cases to reduce aging of open cases Ensure speedy closure of customer cases Communicate withe the Customer Service and sales team on order fulfillment and issues Escalate products with high warranty claim issues to the Customer Service Supervisor Requirements: Minimum education requirement: Associate's degree 2-3 years of professional work experience; Consumer products industry preferred Effective leadership, interpersonal, and problem-solving skills Strong organization and communication (verbal and written) skills Ability to work well independently and as part of a team Ability to learn quickly, and take initiative in a fast-paced environment
    $28k-36k yearly est. 18d ago
  • Bilingual Customer Service Representative

    Marathon TS

    Service Advisor Job In Washington, DC

    Marathon TS has a need for a Bilingual Customer Service Representatives supporting a federal agency in Washington, D.C (Remote). You will be responsible for the following: Extensive CALL CENTER support services for customers Provides overall clerical support functions for the processing activities. Performs a variety of benefit administration and case processing tasks assigned to higher level staff. Enters data into the system of record. Bilingual (English/Spanish) REQUIRED QUALIFICATIONS: (1) Education: A GED or high school diploma is required. (2) General Experience: At least six (6) months to one (1) year of experience working in an office setting answering telephones, retail, etc., or in a similar setting, including demonstrated keyboard board skills, and verbal and written proficiency in English language to facilitate clear and accurate exchange of information to callers. (3) Job Description: The Call Team Level I Agent will be expected to receive inbound participant phone calls and provide appropriate customer service support in accordance with defined guidelines. Utilize authorized computer systems to gather and confirm information prompted by incoming calls. The successful candidate will be able to provide rapid, efficient, and accurate customer service in a professional manner for extended periods of time in accordance with the requirements of the contract. #CJJobs Marathon TS is committed to the development of a creative, diverse and inclusive work environment. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Marathon TS will be based on merit, qualifications, and abilities. Marathon TS does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age or any other characteristic protected by law (referred to as "protected status ").
    $32k-40k yearly est. 17d ago
  • Dispatcher/CSR

    Dunavant Sea Lane Express LLC 4.6company rating

    Service Advisor Job In Dundalk, MD

    About the Role: We are seeking a highly motivated and detail-oriented Dispatcher/CSR to join our team in Baltimore, MD. As a Dispatcher/CSR, you will be responsible for ensuring the timely and efficient dispatch for our customers, as well as providing exceptional customer service. You will play a critical role in ensuring the smooth operation of our transportation services, and will be an integral part of our team. Reporting Terminal Location: 6331 Tradepoint Ave, Sparrows Point, MD 21219 Reports to: Terminal Manager HR FLSA Status: Non-Exempt Office hours: 8am - 5pm with afterhours engagement as required. Hourly Wage is commensurate with experience. Essential Functions, Job Duties, and Responsibilities Ensures containers are dropped in accordance with customer needs and/or requests. Pre-dispatches the afternoon before for early morning deliveries. Monitors last free day and return dates to avoid chargebacks to company and/or customer. Dispatches all drivers to/from container yard. Quotes rates (does not negotiate). Performs the yard check containers on the yard. Checks containers and chassis as they enter/leave the yard. Works any problems on the yard. Notifies M&R of any maintenance issues and receives work order from M&R for repairs. Assists in recruitment and retention of drivers; maintains team balance (miles/trucks). Provides customer service as needed. Enters information into several computer programs, to include: TMW, Outlook. Currently this position does not act as back-up for anyone. Back-up for this position is the Terminal Manager Trainee and Driver Settlements/Safety Clerk on specific issues. Performs all other duties or projects as assigned. Education and Experience Requirements Associate degree (AA) from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience. Minimum Skills, Knowledge, and Ability Requirements Computer skills - Proficient in Microsoft Word, Excel, and Windows. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence and to effectively present information to customers, clients, and other employees of the organization. Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Ability to comprehend 24-hour clock system. Ability to collate time/distance scheduling for 24/7 operation. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Work Conditions, Physical and/or Mental Requirements Sedentary physical activity requiring reaching, lifting, finger dexterity, grasping, feeling, repetitive motions, talking, and hearing. Visual requirement is for close vision, distance vision, peripheral vision, and ability to adjust focus. 90% or more time is spent looking directly at a computer. Employee is frequently required to stand, walk (or otherwise be mobile). Employee is frequently required to lift and carry a minimum of 15 pounds. Ability to deal with stressful situations as they arise. Duties are primarily performed in an office environment. Minimal physical effort is required. Lifting and carrying requirements of up to 15 pounds. Occasional or frequent ability to move boxes from one location to another. These physical and/or mental requirements are not exhaustive, and additional job-related requirements may be added by the Company on an as-needed basis. Reasonable accommodations, where required by law, will be made to enable individuals with disabilities to perform the essential functions of this position. Compensation details: 24-26 Hourly Wage PI6e4dc42d50dd-26***********2
    $27k-35k yearly est. 5d ago
  • Customer Care Specialist (Front Desk)

    Improvix Technologies

    Service Advisor Job In Washington, DC

    Job Title: Customer Care Specialist Position Type: Full-Time Clearance Level: Top Secret Clearance (TS/SCI) Overview: Our Customer Service Center is looking for an energetic and welcoming Customer Care Specialist to deliver exceptional, high-touch customer service to our in-person visitors. In this role, you'll be the first point of contact, providing warm greetings and initial assistance for technical inquiries while supporting various IT-related tasks. Ideal candidates will bring a customer-centric mindset, hospitality skills, and a readiness to learn foundational IT concepts. Responsibilities: Greet and engage in-person customers with a positive, professional demeanor. Initiate customer interactions, listen actively, and inquire about technical issues or needs. Deliver excellent service to enhance customer satisfaction and foster strong relationships. Provide basic information on S/ES-ExecTech products, services, and respond to status inquiries. Learn and remember customers' names, delivering a personal touch in all interactions. Answer calls, log tickets, and assist with initial troubleshooting or support requests. Support in issuing passwords, mobile devices, and accessories as needed. Aid in ordering, receiving, and organizing general IT supplies (toner, card readers, cables, etc.). Qualifications: Proven ability to provide high-touch, quality customer interactions that prioritize customer needs. Energetic, detail-oriented, and calm under pressure, with strong problem-solving skills. Excellent verbal communication and listening skills, with the ability to quickly de-escalate tense situations. Strong organizational skills, with the ability to multi-task and manage multiple customer needs simultaneously. Proficient in maintaining accurate records within the service center's ticketing system. Quick thinker, able to remain confident and composed when resolving immediate concerns. Work Schedule: Standard hours: 8:00 AM - 5:00 PM, as the primary customer-facing team member. Potential for after-hours rotations for onsite support, including during government closures or early dismissals. Equal Opportunity Employer Statement: We are an Equal Opportunity Employer and consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as defined by applicable law.
    $36k-45k yearly est. 19d ago
  • Customer Service Representative

    Quantum Financial Technologies 4.0company rating

    Service Advisor Job In Reston, VA

    About the Company Quantum Financial Technologies redefines small business lending with our diverse and adaptable financial solutions. We are a dedicated lending partner focused on empowering small businesses to achieve their growth objectives. We are committed to fueling the growth of enterprises and small-to-medium businesses (SMBs) with our tailor-made financial services. Recognizing that each business has unique financial needs and growth trajectories, we offer a range of customized solutions. From agile microloans for quick capital injections to expansive term loans for long-term strategies, our diverse portfolio ensures that we have the right financial tools to support your journey whether you are scaling up or solidifying your market position. Key Responsibilities Provide excellent customer service to all customers and adhere to department service level requirements Ensure privacy of customer information by adhering to Quantum's verification standards Conduct research, follow-up on customer requests and input adequate notation for all customer related communications Provide customers with accurate and precise information in response to their requests Analytical ability to evaluate issues, develop options for resolution and determine the best approach in order to defuse potential escalations Perform continuous outreach to established customers, with a focus on customer retention Collaborate with multiple departments to address customer requests Prepare contracts and other legally binding documents for execution by our customers Qualifications (Knowledge/Skills/Abilities/Experience) Bilingual (English/Spanish) required Ability to learn and adapt in a fast paced and remote environment Excellent problem solving skills and an ability to think outside the box Must be able to work productively and independently with the ability to prioritize assignments and issues of significance Open to procedural changes Must possess excellent communication skills (verbal and written) Must be an adept multitasker and demonstrate the ability to manage competing priorities Preferred experience in financial services product knowledge Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) and willing to learn additional information systems and or software 3+ years experience in a Customer Service role Must be able to work flexible hours and willing to perform different tasks as assigned Suggested Hours: 9:30am-6:30pm Monday-Friday Hybrid in office/remote
    $27k-36k yearly est. 17d ago
  • Financial Investment Platform Client Representative

    Telemet America, Inc. 3.3company rating

    Service Advisor Job In Alexandria, VA

    Telemet America, Inc., based in Alexandria, VA, offers an integrated solution for investment and investor relations professionals, universities, and private investors through Telemet Orion. Fortune 500 companies use Telemet Orion to distribute price, performance, and industry data to key executives. The platform enhances workflow, increases revenue opportunities, improves productivity, and lowers costs for users, making it the smart choice for investment professionals since September 1979. Role Description This is a full-time on-site role for a Client Care Representative at Telemet America, Inc. in Alexandria, VA. The Client Care Representative must have industry experience in investments and will be responsible for providing customer service, support, ensuring customer satisfaction, and delivering a positive customer experience on a daily basis. Qualifications Customer Service Representatives, Customer Support, and Customer Satisfaction skills Knowledge of investment industry or financial markets is absolutely required! Bachelor's degree in Business Administration or Investments is required.
    $41k-69k yearly est. 9d ago
  • Client Service Specialist

    Maury Donnelly & Parr Inc. 3.8company rating

    Service Advisor Job In Cockeysville, MD

    Client Service Specialist - Arts Insurance Program Be part of a winning team that leads the way as a Best Practices Agency in Insurance! The Opportunity This full-time Client Service Specialist position is central to the Arts Insurance Program of Maury, Donnelly, & Parr (Arts & Entertainment - Maury Donnelly & Parr, Inc.). The individual in this role will provide support to the Client Managers that manage all assigned accounts. DUTIES AND RESPONSIBILITIES: Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data. Responsible for initial input of account, contact, and policy details into EPIC. Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues. Performs online carrier ratings. Secure loss runs, experience modification worksheets, and MVRs, FR-19's; orders and follows up on loss runs when requested. Prepares proposals, analysis and summaries as needed. Manages billing inquiries and cancellation notices; provides billing support to Client Manager as needed. Performs other related duties as assigned by management. QUALIFICATIONS: Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience. Hold Maryland Property and Casualty Insurance license, or progress towards licensure. Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite; computer program experience suggested: Monday. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment. PAY RANGE: $45,000-$55,000 AVAILABLE BENEFITS: Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Visit our website to learn more about our organization: ***********************
    $45k-55k yearly 19d ago
  • Client Service Specialist

    Pence Financial Group

    Service Advisor Job In Alexandria, VA

    Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Direct client contact - answer questions about accounts, etc. Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Conduct client outreach Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Financial services experience; LPL preferred Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system - preferably SalesForce Excellent phone skills Computer literate Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM - 5:00 PM Monday-Friday
    $28k-47k yearly est. 19d ago

Learn More About Service Advisor Jobs

How much does a Service Advisor earn in Linthicum, MD?

The average service advisor in Linthicum, MD earns between $33,000 and $112,000 annually. This compares to the national average service advisor range of $26,000 to $79,000.

Average Service Advisor Salary In Linthicum, MD

$61,000

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