Associate, Client Service
Service advisor job in New York, NY
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply...Job Details
Job Title: Associate, Client Service, Media
Job Location: New York (Hybrid)
About the team:
Our media effectiveness client service team are experts in understanding the changing media landscape. They help organizations optimize their media campaigns, identify target audiences, and measure the impact of their marketing efforts. With a focus on cutting edge technologies, audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media. Their global coverage and local expertise enable clients to better understand media audiences and their relationships with brands to optimize investment.
About the role
The Associate is responsible for servicing media clients through the development of quality of work, efficient delivery and developing strong relationships. In this role, they will build their skills and expertise as a research partner to our clients in advising on strategy for digital and multi-platform media campaigns. This person will have strong communication and organization skills, attention to detail and interest in what makes advertising great on various media platforms.
Primary Responsibilities:
Execute advertising campaign effectiveness research studies for some of Kantar's top brand, agency and media platform clients.
Utilize various tools and partners to complete studies from start to finish.
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results.
Manage project timelines and quality, collaborating with client teams and across departments.
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies.
Develop actionable media and creative recommendations for future ad campaigns based on measurement results.
Perform quality checks to ensure project accuracy and address issues proactively.
Continuously seek to improve skills through training and team support.
Build understanding of media capabilities and analytic methods.
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment.
Essential Knowledge & Experience
Bachelor's degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices.
Strong process and time management skills; capable of prioritizing and delivering against multiple/competing deadlines; prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving
Natural curiosity, a can-do attitude, driven and ability to take initiative
Kantar Benefits
We provide a comprehensive, highly competitive benefits package, including
Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted, and are allowed to flourish in a space where their mental health and wellbeing is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
At Kantar, the diversity of our employees provides a richer environment for our employees and broader depth and breadth of thinking for our clients. Kantar is committed to inclusion and diversity; therefore, we welcome applications from all sections of society and do not discriminate on the basis of age, race, religion, gender, pregnancy, sexual orientation, gender identity, disability, marital status or any other legally protected characteristics.
Privacy and Legal Statement
PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager.
The salary range for this role in New York is $59,900- $99800. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
Location
New York, World Trade CenterUnited States of America
Kantar Rewards Statement
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver.
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us.
We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration.
We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
Kantar is the world's leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar's 30,000 people help the world's leading organisations succeed and grow.
Customer Service & E-Commerce Supervisor - Full Time
Service advisor job in Chappaqua, NY
A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet. That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to people living within food deserts, alleviating poverty in developing countries, and so much more. Working with us means you are making a difference within your community and beyond. We aren't just a grocery store: we're world-changers. And with your help, we will continue to set the standards of excellence and revolutionize the grocery industry.
At Whole Foods Market, we are working to nourish people and the planet. In this role, you will support the Customer Service & E-Commerce programs; this means you lead processes supporting the checkout experience and grocery delivery & pickup at your assigned store. You will focus on driving safety, quality of outbound online orders, excellent pickup experience, team productivity, and program execution. You will monitor key performance indicator metrics and visual cues in-store to assess the Team's performance in these areas. You are responsible for daily operations including managing capacity, labor utilization, adherence to pick processes, and drop of task execution (for E-Commerce); and, cash management, customer demand management, labor utilization, and execution of store processes (for Customer Service). As the Supervisor, you support the Team Leader in leading and developing Team Members. You must strive to support WFM core values, Leadership Principles, and goals, promote national, geographic-specific, store programs and initiatives, and ensure adherence to all applicable health and safety regulations.
Job Responsibilities:
Delivers outstanding customer experience; and holds all Team Members accountable for delivering outstanding customer service.
Establishes clear expectations for balancing in-store customer service and completing online orders.
Monitors in-store and online customer flow; assigns customer service-related and online order completion tasks balancing the needs of all customers.
Seeks awareness of relevant competitors and industry trends.
Ensures an effective and efficient response to customer questions, requests, and/or concerns.
Supports collaborative and productive relationships with departmental leaders, store leadership, and 1P/3P partners, e.g., Amazon delivery drivers.
Fosters and encourages a positive environment of outstanding teamwork, mutual respect, and exceptional morale.
Maintains Team Member safety and security standards.
Ensures compliance with relevant regulatory rules and standards.
Develops, coaches, mentors, and motivates Team Members in a manner that sustains a high performing Team and minimizes turnover.
Maintains cleanliness of workspaces including staging area and coolers.
Maintains security of equipment, e.g., MSRs, phones, currency counters.
Proactively identifies process improvement opportunities.
Consistently communicates and models WFM core values, leadership principles, and supports goals.
Job Skills
Ability to perform task management, balancing dynamic customer flows.
Strong analysis skills to root cause underperformance (either observed or demonstrated by metric performance).
Excellent interpersonal, motivational, team building and customer relationship skills.
Capable of teaching others in a positive and constructive manner.
Proficient with email, Microsoft Office, and operations-related applications.
Qualifications
12+ months retail experience
Physical Requirements/Working Conditions
Must be able to lift 50 lbs.
In an 8-hour workday: standing/walking 6-8 hours.
Hand use: Single grasping, fine manipulation, pushing and pulling.
Work requires the following motions: bending, twisting, squatting, and reaching
Exposure to FDA approved cleaning chemicals
Exposure to temperatures 90 degrees Fahrenheit
Ability to work in a wet and cold environment.
Ability to work a flexible schedule including nights, weekends, and holidays as needed.
Ability to use tools and equipment, including box cutters, electric pallet jacks, and other heavy machinery.
The wage range for this position is $18.00-$30.20 Hourly, commensurate with experience. Whole Foods Market offers "Whole Benefits". Whole Benefits may include health insurance, retirement plan benefits, eligibility for a store discount, paid time off and access to other benefit programs. Eligibility for Whole Benefits is determined under the terms of the applicable Whole Benefits plan at a person's date of hire. For additional information, visit our Whole Foods Market Careers site: **********************************************
At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Whole Foods Market hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
Whole Foods Market works with job sites like Indeed, LinkedIn, and ZipRecruiter to promote opportunities at our company. Please be aware that other career sites may not be accurate or up to date and may even be fraudulent. We encourage and recommend all candidates to apply via our site.
Technical Service Representative
Service advisor job in New York, NY
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Customer Service Representative
Service advisor job in Farmingdale, NY
Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale. The ideal candidate has excellent communication and customer service skills. He/she has an excellent understanding of administrative and clerical procedures/systems and the ability to multitask in a paperless environment. Your primary role will be to enter claims, address inquiries, resolve issues, and ensure customer satisfaction through effective communication and problem-solving skills.
COMPANY DESCRIPTION:
Network Adjusters, Inc. has been serving the insurance industry for almost seven decades and provides third-party claims administration and independent adjusting services to its clients. We offer flexible, cost-effective products tailored to the specific needs of our clients. Our services focus on achieving early claims resolution while maximizing savings on expenses and loss pay out. The company is located in Farmingdale, NY.
RESPONIBILITIES:
Communicate with clients, insureds, claimants and providers via phone and email
Provide knowledgeable answers to questions about claims status and processes
Work with internal departments to meet clients needs
Data entry in various platforms, including claims intake, claims processing, preparing files for audits
Provide claims and administrative support to Adjusters including but not limited to letters, forms, closings, filing of ISO, CIB and NICB
Perform DMV, Locate, Asset and Police Report searches
Faxing and copying, as needed
QUALIFICATIONS:
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Working knowledge of Microsoft Office Suite and other office equipment
Associate's degree or equivalent experience preferred
Ability to learn new systems and adapt
Clerical skills including data entry, record keeping, and confidentiality
Highly organized, detail-oriented, able to multitask effectively, and work independently
Experience working in an insurance or related business would be beneficial but is not required.
PHYSICAL REQUIREMENTS/ADA:
This position requires the ability to work in an office environment, including using a computer, attending meetings, working as part of a team, and the ability to communicate with team members and others. Regular attendance also is a requirement of the position as this role requires in-office presence. (This role is located in Farmingdale, NY)
BENEFITS:
• Training/Development and Growth opportunities
• 401(k) with company match
• Comprehensive health plans
• Strong work/family and employee assistance programs
• Flexible work hours
• Comprehensive health plans including dental and vision coverage
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off / company holidays
• Referral program
Starting pay for this position: $25.00 per hour
Customer Service Representative
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.
Client Services Associate
Service advisor job in New York, NY
Client Service Associate
12 Month Contract (Possible Extension)
Max Pay Rate: $29/Hr. (W-2)
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant company business partners
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements)
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests to ensure proper handling
Help manage client communications to ensure timely and proactive updates are provided
Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
Update and maintain client and authorized third party contact information via CRM application
Support client meeting preparation by facilitating creation of materials
Help identify, escalate and resolve problems for any issues affecting the client experience
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
Supports the completion of due diligence and client questionnaires
Educational Requirements
University (Degree) Preferred (Not required)
You will receive the following benefits:
Medical Insurance & Health Savings Account (HSA)
401(k)
Paid Sick Time Leave
Pre-tax Commuter Benefit
Motion Recruitment provides IT Staffing Solutions (Contract, Contract-to-Hire, and Direct Hire) in major North American markets. Our unique expertise in today's highest-demand tech skill sets, paired with our deep networks and knowledge of our local technology markets, results in an exemplary track record with candidates and clients.
Applicants must be currently authorized to work in the U.S. on a full-time basis now and in the future.
Customer Success Specialist
Service advisor job in New York, NY
Our client, a leading energy supplier providing structured natural gas and electricity products, is seeking a talented and driven Enrollment & Client Success Manager to support client onboarding, data management, and customer success operations.
Salary: $60,000-$65,000 annually, plus performance bonus
Office policy: Onsite, Staten Island
Responsibilities:
Upload and enroll new client contracts
Track successful enrollments and client drops
Create renewal screens for existing clients
Update and maintain the customer service CRM (HubSpot)
Support updates to the contracts database
Assist with daily utility meter read file processing
Oversee weekly and monthly enrollment/drop reports for internal distribution
Assist with billing disputes and cancellations/re-bills
Education, Experience & Skills:
Highly self-motivated with strong problem-solving abilities
Ability to multi-task in a time-sensitive, high-pressure environment
Proficiency in Microsoft Word and Excel required
Strong written and verbal communication skills
Compensation & Benefits:
Salary: $60,000-$65,000 annually, plus performance bonus
401(k) with employer match (100% of the first 3%; 50% between 3-5%)
Health benefits available
Client Services Associate
Service advisor job in New York, NY
One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst. With over 300 people, they specialize in investing in property through acquisition and development, mainly in the US. They mostly invest in high-quality properties, office, retail, industrial, multifamily residential, and hotel, but a broad range of real estate strategies across the risk and return spectrum: core, core-plus, value-add, and opportunistic.
The primary responsibility for supporting the Firm's fundraising and client service efforts through the preparation of responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor inquiries.
Responsibilities include, but are not limited to:
Content Development:
Draft, edit, and coordinate RFP, RFI, and DDQ responses, incorporating both qualitative narratives and quantitative data, in collaboration with internal stakeholders across functions and levels of seniority.
Firm & Investor Relations Support:
Develop expertise in Clarion's investment platform and funds to support a wide range of investor relations activities.
Maintain strong working relationships across the Firm to stay informed on new initiatives, strategy updates, and performance results, ensuring client deliverables reflect current information.
Support special projects and ad hoc initiatives as assigned.
Candidate Profile
1-2 years of experience in financial services, preferably private fund marketing, client services, investor relations, due diligence, or operations.
Customer Support Agent
Service advisor job in Jersey City, NJ
BettingJobs are working with a well-established iGaming operator from Europe who are readying their launch in the regulated US market. The operations will be based out of New Jersey, and they are currently looking to hire a customer support team to launch in early 2026.
Key Responsibilities:
Provide responsive, professional assistance to customers through live chat, email, and phone.
Support players with account-related questions including registration, verification (KYC), deposits, withdrawals, and gameplay issues.
Guide customers through processes in a compliant manner following NJDGE regulations and responsible gaming policies.
Identify, document, and escalate technical or operational issues to relevant internal teams.
Maintain familiarity with our platform, games, promotions, and internal procedures to deliver accurate information.
Monitor player activity to identify potential fraud or responsible gaming concerns and escalate accordingly.
Work closely with the Compliance, Payments, and Fraud teams to resolve customer requests.
Maintain high-quality service levels and meet performance KPIs.
Contribute to a positive and supportive team environment, especially during the early launch phase.
Requirements:
Previous experience in Customer Support, ideally within iGaming, online entertainment, fintech, or a regulated industry.
Strong communication skills and a customer-centric mindset.
Ability to work shifts, including evenings, weekends, and holidays (24/7 operation).
Basic understanding of online platforms, payment methods, and troubleshooting.
Attention to detail with the ability to follow structured procedures.
Ability to work on-site in the New Jersey office.
Nice to have:
Experience in a regulated iGaming market (US or international).
Familiarity with KYC, AML, and responsible gaming principles.
Experience using customer support platforms (Zendesk, Freshdesk, Salesforce, etc.).
Ops Professional (for Billing Function)
Service advisor job in New York, NY
We are seeking a highly skilled and detail-oriented Senior Billing Specialist with extensive experience in the Asset Management industry. The role requires deep expertise in managing end-to-end billing cycles, including fee calculation, AUM data aggregation, reconciliation, and invoice generation across a variety of fund structures and distribution channels. The ideal candidate has hands-on experience with advanced billing tools, custodial platforms, and reporting systems, and can seamlessly translate complex fee arrangements into accurate billing outputs.
This individual will play a critical role in strengthening our billing governance framework, enhancing automation, reducing revenue leakage, and ensuring timely and error-free invoicing for institutional, intermediary, and private wealth clients.
End-to-End Billing Management
Lead the monthly, quarterly, and annual billing cycles across mutual funds, SMAs, hedge funds, and private equity vehicles.
Review and calculate management fees, admin fees, performance fees, breakpoints, and waterfall structures.
Maintain and update client-specific billing instructions, fee schedules, side letters, and negotiated terms.
Data Management & Reconciliation
Aggregate AUM/holdings data from multiple custodians (LPL, Schwab, Fidelity, Pershing, etc.) and ensure consistency with internal systems.
Perform in-depth reconciliations between:
Custodian feeds
Internal books & records
Pricing & NAV systems
CRM/contract repositories
Identify and resolve discrepancies proactively to ensure accurate billing outputs.
Billing System Operations
Operate and enhance workflows in billing engines such as:
Revport
Eagle/Advent APX Billing
Salesforce (contract modules)
Workday Financials or Oracle/NetSuite billing modules
Configure rules, rate cards, fee tiers, client hierarchies, and exception logic in the billing platform.
Partner with technology teams to drive automation and reduce manual touchpoints.
Invoice & Reporting
Generate, validate, and deliver invoices for institutional clients, distributors, wealth platforms, and sub-advisory relationships.
Coordinate with finance on revenue recognition and ensure alignment with GAAP and internal controls.
Maintain dashboards and MIS covering billed revenue, accruals, write-offs, and client-level profitability.
Process Governance & Client Interaction
Serve as the subject-matter expert for billing queries from clients, auditors, relationship managers, and compliance.
Enhance billing policies, documentation, SOPs, checklists, and control frameworks.
Contribute to continuous improvement initiatives, including workflow redesign and automation using tools like Power BI, Alteryx, Tableau, or Python-based scripts.
Qualifications & Skills
Mandatory Experience
8+ years in a billing or revenue operations role within an Asset Management, Wealth Management, or Fund Administration organization.
Strong understanding of fund structures, AUM feeds, custodial platforms, and fee mechanics.
Technical & Tool Proficiency
Experience working with at least one major billing system (Revport, APX Billing, Workday, Oracle, SAP, or custodian billing engines).
Familiarity with data extract and reconciliation tools:
Alteryx
Power BI / Tableau
Excel (advanced - macros, pivoting, lookups, modeling)
Experience with document management or contract systems (e.g., Salesforce, SharePoint).
Functional Expertise
In-depth understanding of investment products (equity, fixed income, alternatives, SMAs, model portfolios, multi-asset funds)
Strong command of fee structures: standard management fees, tiered breakpoints, performance fees, incentive fees, hurdle rates, distribution fees, platform fees, and negotiated institutional terms.
Knowledge of billing-related controls, audit trails, and compliance requirements.
Soft Skills
Exceptional attention to detail and accuracy in a high-stakes financial environment.
Strong analytical and problem-solving mindset.
Ability to communicate clearly with internal teams, tech partners, auditors, and high-value clients.
Ownership mindset with ability to thrive in fast-paced, deadline-driven environments.
Preferred Experience (Nice to Have)
Background in hedge fund or private equity fee calculations.
Exposure to custodial billing for platforms.
Experience in revenue assurance or fee leakage analysis.
Prior involvement in migration or system-implementation projects for billing engines.
Customer Service Representative
Service advisor job in Jersey City, NJ
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts:
Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week.
Responsibilities
Communicate with customers via phone, email and live chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Sports interest and knowledge
Customer Service Representative- ERISA Fidelity Department
Service advisor job in Woodcliff Lake, NJ
Who are we?
Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial.
Position Overview
We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must-as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities
Customer Service & Sales Support:
Engage with clients via phone and email, providing top-notch service and assistance.
Educate potential customers on ERISA Fidelity products and services, helping them navigate their options.
Proactively follow up on leads and in-progress applications to drive sales conversions.
Maintain accurate customer records and interactions in the CRM system.
Collaborate with internal teams to streamline processes and improve customer experience.
Administrative Responsibilities:
Process and track applications, renewals, and policy updates.
Ensure accurate data entry and maintain organized client records.
Assist in preparing reports, documentation, and client communications.
Support the team with invoicing, follow-ups, and other administrative tasks.
Qualifications & Skills
Experience:
1-3 years in customer service, sales support, or administrative roles.
Prior experience working in a CRM system is highly preferred.
Skills & Competencies:
Strong verbal and written communication skills - comfortable with a high-volume phone role.
Driven, self-motivated, and eager to grow in a sales-oriented environment.
Detail-oriented with strong organizational and problem-solving skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Ability to multi-task, prioritize, and meet deadlines efficiently.
Education & Certifications:
BA Degree in Business in related field.
Why Join Us?
📞 Heavy phone presence & sales growth opportunities
💼 $45,000 base salary
🏆 Career advancement in a fast-growing company
📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch
🌟 Supportive team environment & professional development
If you're hungry for success, love being on the phone, and want to grow in sales, we'd love to hear from you!
Reservations Agent
Service advisor job in New York, NY
At Casa Cipriani, the reservation agent is responsible for performing a variety of customer service and administrative duties to support the hotel's room reservation and revenue management objectives.
Essential Functions and Responsibilities of the job include but are not limited to:
Responding to incoming calls and emails from guests in a prompt, friendly and professional manner, providing information about the hotel's rooms, rates, and services, and assisting with room reservations and inquiries. Ensure that all customer data is properly stored and protected.
Utilizing the hotel's reservation system to efficiently manage room availability, rates, and packages, ensuring that the system is updated and accurate at all times.
Processing room reservations, modifications, and cancellations, and providing guests with detailed information about the reservation process, policies, and procedures.
Create and maintain an upscale and personalized pre-arrival process that improves the guests' experience and the hotel revenue.
Up-selling room categories and hotel services to guests, leveraging knowledge of the hotel's facilities, services, and special promotions to maximize revenue.
Ensuring accurate billing and payment processes: You will be responsible for ensuring that the reservation is secured and correct.
Maintaining a high level of knowledge about the hotel's facilities, services, and local attractions, and providing recommendations and information to guests as needed.
Excellent organizational skills and attention to detail
Ability to handle challenging situations and resolve customer complaints in a professional and timely manner.
Collaborating with other departments, such as sales, housekeeping, and front desk, to ensure guests receive exceptional service and to resolve any issues that may arise.
Ensuring that you are retrieving all the necessary relevant information to support the front staff in creating smooth and memorable experiences (arrival and departure time, special occasions, needs and preferences)
Maintaining accurate and up-to-date records of guest information and reservations, including guest preferences, special requests, and payment information.
Meeting and exceeding sales goals and targets, and actively seeking opportunities to increase revenue and maximize room occupancy.
Adhering to hotel policies, procedures, and standards, including data privacy and security, and ensuring that all guest information is kept confidential.
Should be knowledgeable, understanding, and adhere to Company Core Values and Mission Statement. Must lead by example.
Perform Switchboard duties and direct calls as needed.
Participating in training and development programs to improve job skills and knowledge.
Performing other duties as assigned by the management team.
Sales-oriented mindset, with a goal-driven approach to achieving targets and maximizing revenue.
Flexibility to work varying shifts, including evenings, weekends, and holidays, as needed.
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Qualifications:
Education: A bachelor's degree in hospitality management, business administration, or a related field is often preferred.
Work experience: Several years of experience in the hospitality industry, particularly in a reservations or sales role, is usually required.
Customer service skills: Excellent communication and interpersonal skills, as well as a strong customer-focused approach, are critical in ensuring guest satisfaction.
Technical skills: Proficiency in computer systems and software, including central reservation systems (CRS), global distribution systems (GDS), and Microsoft Office, is important.
Sales and negotiation skills: The ability to sell rooms, packages, and services to potential guests, and negotiate rates and packages, is essential.
Organizational skills: The ability to prioritize tasks, manage multiple tasks simultaneously, and maintain attention to detail is crucial.
Problem-solving skills: The ability to analyze and resolve guest complaints, resolve conflicts, and make decisions under pressure is necessary.
Financial management skills: An understanding of budgeting, forecasting, and revenue management, as well as the ability to analyze financial reports, is desirable.
Teamwork: A strong ability to work collaboratively with other departments, such as front office, housekeeping, and food and beverage, is essential.
Professionalism and integrity: A professional demeanor, strong ethical standards, and the ability to maintain confidential information is expected.
Refined verbal and written communication skills.
Minimum 2 years of progressive experience in a hotel or a related field requirement.
Ability to work overnight, weekends, and holidays.
Ability to stand or walk for long periods of time.
Must be able to lift, push, and pull items up to 40 pounds.
All job requirements in the provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job description is an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested.
Commercial Lines Customer Service Representative
Service advisor job in Nutley, NJ
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we've been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Commercial Lines Customer Service Representative
Responsibilities:
Policy Servicing: Assist the Account Managers with processing Change Requests, Audits, Certificates, and more.
Agency Management System Operation: Work daily in AMS to access policy details and update the accounts for accuracy.
Task Management: Track, follow up and close out service tasks.
Team Collaboration: Partner with Account Managers and/or Account Executives to assist and maintain the retention lists every month, 90 days in advance.
Customer Servicing: Assist the Account Managers with incoming calls when needed.
Qualifications:
Valid New Jersey Property and Casualty License required
Minimum of 2 years of commercial lines insurance experience
Knowledge of insurance products
Proficiency with AMS360 and ImageRight preferred; experience with other agency management systems will be considered
Effective verbal and written communication skills
Excellent organizational skills
Strong multitasking skills, attention to detail, and follow-through discipline
Hours: Monday-Friday, 9:00am-5:00pm
Office Location: 492 Franklin Avenue, Nutley, NJ 07110
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Customer Service Representative
Service advisor job in New York, NY
Our client is seeking a Patient Retention Coordinator to add to their growing team! The Patient Revenue Coordinator will be responsible for handling escalated customer issues, resolving discrepancies, answering questions, and working with insurance.
The ideal Patient Retention Coordinator will have 2+ years of experience in a Home Healthcare environment.
This role is in person - 5 days on site - in Brooklyn, New York.
Customer Support Specialist (Japanese and English mandatory)
Service advisor job in New York, NY
Title - Customer Support /Technology Support - Japanese and English (mandatory)
Pay - $ 50/hr on w2
Contract - 12 months with possible extension
Description:
Responsibilities:
To support client support team by covering following tasks;
1. Provide guidance and explanations on migration procedures and how to use the new system
2. Respond to customer inquiries related to the migration process via phone and email
3. Update customer-facing materials such as migration guides, FAQs, and support documentation
4. Track customer migration progress and conduct follow-ups to ensure smooth transitions
5. Escalate technical issues or concerns to internal teams and coordinate resolutions
6. Collect customer feedback and share suggestions for improving processes and services
7. Document support interactions and prepare reports on migration activities and customer experience
Skills:
Ability to communicate effectively in both Japanese and English (mandatory)
Strong common sense and general communication skills (mandatory)
Ability to respond flexibly to changing situations (mandatory)
Experience in banking (if possible)
Experience in customer support (if possible)
Experience with ISO and ACH-related operations (if possible)
Required:
Ability to communicate effectively in both Japanese and English (mandatory)
Strong common sense and general communication skills (mandatory)
Ability to respond flexibly to changing situations (mandatory)
Preferred (if possible):
Experience in banking
Experience in customer support
Experience with ISO and ACH-related operations
Call Center Specialist - Debt Collection
Service advisor job in New York, NY
Call Center Specialist - Debt Collections (On-Site)
Merani Law • $20-$25/hour • NYC (On-Site)
Merani Law is seeking an On-Site Call Center Specialist to handle debt collection calls related to unpaid toll violations and accounts receivable. This role requires professionalism, strong communication skills, and the ability to manage high call volumes.
Key Responsibilities
Make outbound and receive inbound calls to resolve unpaid toll violations and outstanding balances.
Discuss payment options, set up payment plans, and process payments accurately.
Update customer account records and document all interactions.
Use TCN call center software to manage daily call activity.
Provide excellent customer service while following collection procedures and firm policies.
Requirements
Prior collections experience required.
Law firm experience highly preferred.
Experience with call center software (TCN preferred).
Spanish fluency (spoken & written) preferred.
Reliable attendance, strong attention to detail, and professional communication skills.
Must pass all required background and reference checks.
Environmental Services Specialist
Service advisor job in New York, NY
Job Title: Environmental Services Specialist
Department: Facilities Management
For over 178 years, New York Academy of Medicine has been a driving force for progress, helping transform the landscape of health through independent thinking, rigorous research, and dynamic collaboration. Our mission reaches beyond the boundaries of conventional institutions; we champion a future where every person - no matter their background or circumstance - has what they need to live a healthier, longer life.
True transformation happens when diverse perspectives unite with a shared vision. We bring together grassroots advocates, global leaders, clinicians, policymakers, researchers, and community voices in purposeful partnership. Our work is grounded in evidence and resonates with human experience. We consistently turn ideas into action, accelerating the adoption of innovations that advance health equity far beyond New York's borders.
Position Summary/Overview:
Reporting to the Facilities Manager, the Environmental Services Specialist will be responsible for:
Overall cleanliness and repair of all items on specified floors of the building (cleaning will consist of all offices, common areas, restrooms, and event spaces)
Maintaining the general cleanliness of all buildings and grounds, including front of building and doors
Inspection of any light fixtures that are out and replace any bulbs, etc.
Assisting in setting up and coordinating set-up and clean-up for all meetings and special events, including lifting tables and placing chairs.
Assisting with delivery of furniture and supplies to the building.
Accommodating staff requests for maintenance services as instructed by supervisor
Removal of all trash as directed
Performing light carpentry, electrical, plumbing and other assistant handyman helper tasks as required
Other duties as assigned.
The ideal candidate will practice care in the maintenance of the facility and take pride in their work; recognize the contributions of others and collaborate effectively within and outside of the department; communicate well with others and listen effectively to their ideas; be flexible, enthusiastic, and persistent in overcoming obstacles; demonstrate ability to think and act independently while exercising good judgment; take initiative to solve problems; and have a desire to expand knowledge and develop professionally.
Qualifications:
Working knowledge of policies and procedures relevant to the job function
A familiarization with local, state, and federal regulations governing buildings in NYC or an ability to acquire such knowledge
2-5 years of maintenance staff experience required
High School Diploma or equivalent required
Ability to work flexible hours
Ability to work outside in all weather conditions
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand, walk, sit, handle or feel for objects, tools, or controls, reach with hands and arms, speak, and hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 50+ pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
This position is based in New York City and requires full-time on-site presence. It is a non-exempt, hourly position and is eligible for overtime pay and benefits.
NYAM is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. NYAM is an affirmative action employer. As an organization whose primary focus is health equity, NYAM is committed to creating a diverse and inclusive environment for all employees.
Application Process: Interested candidates should submit a resume and contact information for three references to ***********************. Applications will be reviewed on a rolling basis until the position is filled.
Salary range: The salary range for this position is $18 to $20 per hour.
Customer Service Representative
Service advisor job in Norwalk, CT
Title: Customer Service Representative / Inside Sales
Pay Range: competitive salary, bonus opportunity
Benefits: Employee Health Benefits 100% Covered, 401K
Growth Opportunity: rapidly growing company that will have many opportunities for promotions
Our client is a leading provider of high-quality building materials, serving residential, commercial, DIY and industrial markets. Comprised of a group of 4 companies and growing, they have histories ranging between 25 and 100 years in business and a strong reputation for quality USA made products. They are well funded and building out their sales teams at all levels as they execute the roadmap for growth by the new CEO, who has a track record of successfully growing businesses.
Responsibilities:
• Respond to customer inquiries via phone, email, or chat in a timely and professional manner.
• Provide accurate information regarding products and services to enhance customer satisfaction.
• Perform data entry tasks to maintain up-to-date customer records and interactions.
• Conduct outbound calling to existing clients for follow up on customer feedback or promote new services.
• Collaborate with team members to resolve complex customer issues effectively.
• Maintain a positive attitude while managing multiple tasks in a fast-paced environment.
Ideal Candidate Profile:
• Excellent verbal and written communication skills
• Strong client service orientation with the ability to empathize with customers' needs.
• Experience with order management systems and CRM software is a plus.
• Ability to communicate efficiently while engaging with customers on various platforms.
• Sales experience is beneficial for promoting products and services effectively.
• multilingual abilities are a plus
Online Customer Service Representative
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.