Sr. MSD CRM Developer/ Lead
Service associate job in Weehawken, NJ
One of our leading client is looking for Sr. MSD CRM Developer/ Lead in Weehawken, New Jersey
JD and Requirements:
9-15 years of overall experience as individual contributor as well as team player working successfully in a technical role with business users or end users.
Strong experience in Microsoft Dynamics 365 development and implementation.
Proficiency in Dynamics 365 customization, configuration, and development using tools such as Power Platform, Power Automate, and Azure.
Strong understanding of Dynamics 365 architecture, data model, and security model.
Experience with Dynamics 365 Customer Engagement (CRM) and/or Sales.
Dynamics 365 certifications such as Microsoft Certified: Dynamics 365 Developer Associate are a plus,PL-200,400,etc.
Extensive development experience in Microsoft 365 technologies including SharePoint Online and the Power Platform (PowerApps, Power Automate, Power Virtual Agent, AI Builder in PowerApps)
Strong .Net development experience with familiarity with C#, JavaScript and XRMToolbox, Strong Knowledge on Plugins
Experience developing PowerApps model.
Ability to create business processes and custom connectors with Microsoft Flow.
Design, develop, and support solutions within Power Platform using out-of-the-box features and capabilities.
Expertise in design and develop custom business apps (Canvas Apps, SharePoint Form Apps, Model Driven Apps)
Hands-on experience in Microsoft Dataverse
Experience with Power BI will be an added advantage.
Strong project management skills with strong attention to detail.
Excellent problem-solving skills and ability to analyze complex business requirements.
Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Customer Service Specialist
Service associate job in North Bergen, NJ
We are seeking a highly organized and client-focused Customer Service and Account Manager to join our logistics team. This role is responsible for managing day-to-day operations for apparel clients, ensuring exceptional service, timely deliveries, and strong client relationships. The ideal candidate will have experience in logistics, supply chain, or apparel distribution and possess excellent communication and problem-solving skills.
Key Responsibilities:
Serve as the primary point of contact for assigned apparel clients, managing all inquiries and service requests.
Oversee order processing, shipment tracking, and delivery schedules to ensure accuracy and timeliness.
Coordinate with internal teams (warehouse, transportation, and operations) to resolve issues and meet client expectations.
Monitor inventory levels and assist clients with replenishment planning.
Prepare and analyze reports on shipment status, performance metrics, and account activity.
Handle escalations promptly and provide proactive solutions to prevent service disruptions.
Maintain strong relationships with clients through regular communication and account reviews.
Identify opportunities for process improvements and upselling additional services.
Qualifications:
Bachelor's degree in Business, Supply Chain, Logistics, or related field (preferred).
3+ years of experience in customer service or account management within logistics or apparel industry.
Strong understanding of supply chain processes and apparel distribution requirements.
Excellent communication, negotiation, and interpersonal skills.
Proficiency in MS Office and logistics management systems (TMS/WMS experience preferred).
Ability to multitask, prioritize, and work in a fast-paced environment.
Commercial Lines Customer Service Representative
Service associate 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 Experience Analyst
Service associate job in Kearny, NJ
Apparel that comes from the Japanese values of simplicity, quality and longevity. Designed to be of the time and for the time, LifeWear is made with such modern elegance that it becomes the building blocks of each individual's style. A perfect shirt that is always being made more perfect. The simplest design hiding the most thoughtful and modern details. The best in fit and fabric made to be affordable and accessible to all. LifeWear is clothing that is constantly being innovated, bringing more warmth, better design, and better comfort to people's lives.
Position Overview:
UNIQLO USA is looking for a talented and energetic analyst to join our Customer Engagement Center. This individual will be responsible for finding ways to improve the overall customer experience based on Voice Of Customer (VOC). We expect this person to represent our current and future customers, working directly with management, and key department leaders.
Job Responsibilities:
Analyze customer inquiries, various types of feedback. and related data.
Report to management and department leaders with suggestions on how to improve customer experience when working with logistics-related inquiries.
Understand customer voices, identify and work closely with business stakeholders both internal and external to troubleshoot customer pain points with the customer experience with efficiency.
Ownership to resolve customer issues including responding to customer inquiries and creating/updating SOP.
Continuously work with CEC team members to streamline and improve the customer experience and operations efficiencies within CEC.
Be able to take the lead as necessary, including customer support, in order to investigate the actual situation and resolve issues.
Collaborate with the Loss Prevention and Fraud Investigation teams to identify and resolve issues impacting customer experience.
Is up to date and understanding of industry fraud trends
Skills in defining requirements for operational changes or service improvement
Capability to adhere to team processes and standards, while leading process improvement efforts.
Ability to work in a fast-paced environment while maintaining a high level of attention to detail.
Other duties as assigned by supervisor
Requirements:
Bachelors degree required, preferable areas of study are: Economics, Mathematics, Statistics, Business, Marketing, Customer Service or similar
Minimum 2-3 years of experience in Logistics or E-commerce is preferred
Proficiency in Microsoft Office, particularly Excel, PowerPoint as well as similar tools
Flexibility and agility to adapt to changing and evolving business requirements and objectives.
Results-driven with exceptional detail and knowledge around metrics with excellent problem-solving skills and a strong work ethic.
Excellent interpersonal skills with the ability to build and foster strong cross-functional relationships, internally and externally.
Regular, dependable attendance and punctuality is required
Salary: $92,000 - $97,000
*The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.
The Company is committed to equal pay initiatives and will not ask candidates for their current or past salary.
As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state or local law.
Online Customer Service Representative
Service associate 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.
Customer Service Coordinator
Service associate job in Passaic, NJ
About Schumacher
Schumacher & Co. is an innovative interior design company that is disrupting the $150 billion-dollar global interior design industry. We are a technological leader on the design frontier, constantly pushing boundaries and striving for excellence. With over 500+ employees and growing, we are driven by a shared belief that design transforms life. We are dedicated to the mission of helping our customers
“celebrate the feeling of home”.
Schumacher designs and produces some of the most beautiful fabrics, wallcoverings, trims, furniture, and accessories in the world. Our portfolio of products is broad, but they are united by a passion for design, a thirst for what is next, an appreciation for what's come before, a drive to make our products with enormous care and attention for detail. Schumacher is a globally recognized company with a myriad of showrooms both domestically and internationally.
Our competitive advantage in the industry is the people. We believe that our employees are our most important assets. F. Schumacher & Co is deeply anchored in our company core values which are as follows:
Preserve Our Entrepreneurial Spirit
Take Ownership & Accountability
Be Solutions-Oriented
Demonstrate Courage
Practice Adaptability
Embrace Collaboration
We empower our employees to live these values daily because we understand how it will positively impact the customer's journey. F. Schumacher & Co., also known as FSCO, is the parent company to many brands within our portfolio.
About the Role:
Paramount Prints is seeking an enthusiastic Customer Service Coordinator who will act as a liaison, provide product/service information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
The goal of this team is to ensure excellent service standards, provide efficient and accurate responses to customer inquiries and maintain high customer satisfaction.
We are hiring customer service representatives who are genuinely excited to help customers. Problem-solving is an important piece of this team and requires us to be confident in troubleshooting and investigating if there is not enough information to answer customer questions or resolve complaints.
Job Responsibilities:
Client Support
Respond to incoming calls, chats and emails in a timely manner
Coordinate with logistics, warehouse, and inventory teams to ensure escalations are solved in a timely manner.
Handle customer issues with empathy and professionalism, turning negative experiences into positive outcomes.
Communicate with clients to resolve issues.
Collaborate with Customer, operations and Logistics to implement order pattern optimizations & efficiencies.
Work cross-departmentally to ensure you are providing accurate, up-to-date information.
Assist sales when order errors have occurred, liaising with warehouse team when required.
Manage escalated orders coming from sales team which result from an issue with warehouse error or delivery.
Support sales in the successful conclusion of warehouse holds or errors.
Process customer return and claim requests in a timely and efficient manner, adhering to company policies and procedures.
Communicate with customers via phone, email, and chat to guide them through questions and inquiries.
Handle customer complaints with empathy and professionalism, turning negative experiences into positive outcomes.
Build sustainable relationships and trust with customer accounts through open and interactive communication.
General and Task Management
Evaluate customer feedback and identify ways to maximize customer satisfaction.
Keep records of customer interactions, process customer accounts and file documents.
Have baseline knowledge of all products, offerings, and services.
Job Requirements:
Excellent "can-do" attitude, strong work ethic, and great team spirit.
Capable of thriving in a fast-paced and highly dynamic environment.
Strong verbal and written communication skills
A people person with a passion for providing a best-in-class customer experience
Ability to multitask and change direction based on business needs
Ability to work in a team environment
Composed, professional, and an adept problem solver
Proficiency in MS Office (including Excel, Outlook, and Word)
Ability to give and receive honest and direct feedback
Ability to work required overtime when business needs warrant it
Prior experience in a customer service capacity
Must be on-site at our screen printing facility in Passaic NJ
Benefits Package
Your well-being is our top priority. Our benefits and total compensation are designed for the whole person, caring for both you and your family.
Wealth Benefits:
Competitive Salary
Corporate Annual Profit Sharing
401K Plan
Health Benefits:
Dental Coverage
Medical Coverage
Prescription Drug Plan
Vision Coverage
Health Savings Account (HSA)
TELADOC
Other Benefits:
15 Days Paid Time Off (PTO)
10 Company Holidays
Bereavement Leave
Life Insurance
Flexible Spending Accounts (FSA)
AFLAC Plans (Accident and Critical Illness Plans)
Pet Insurance
Short-Term Disability (STD)
Long Term Disability (LTD)
Parental Medical Leave
Child Bonding Leave
Employee Discount
Schumacher & Co. is an Equal Opportunity Employer committed to diversity, inclusion, and equality in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law.
Auto-ApplyClient Relations Associate
Service associate job in Wayne, NJ
Reign Inc is a company dedicated to developing local, community based marketing strategies for national clients. We consider all aspects of a brand, the local target market, and the customer relationship goals in order to help establish the brand in a meaningful way in the local community. Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. We are looking for someone who can take the leads provided from our business development and customer service teams and transition them into viable customers. The Entry Level Client Relations Associate is part of a thriving team environment centered on providing top notch customer engagement, professional development and consistently
exceeding expectations on every level.
Essential Duties:
● Qualify and identify eligible customers from provided leads through screening and active
customer engagement.
● Research each customer and client's specific needs and propose appropriate products and
services while consistently maintaining the integrity of the brand through professional interactions.
● Work with internal staff to develop proposals and other presentation materials as needed for
assigned campaigns and projects.
● Participate in ongoing training courses/programs, networking events, and regional conferences to
stay atop industry trends and the most up to date information.
● Develop trusted customer relationships with client group by anticipating customer needs and
providing solutions and guidance in relation to business opportunities.
● Communicated demand and market targets to Senior Account Executives for continuous
feedback and development of the campaign and project.
Required Skills and Experience:
● Bachelor's degree or demonstrated success in a comparable customer-facing position
● Intermediate technology skills with Microsoft Office and general Applications
● Strong problem solving, influence, and negotiation skills
● Excellent written and verbal communication skills
● Prior experience in customer service and sales
● Comfortable making presentations regularly and interacting with clients and customers on a daily
basis in meetings and via web based interactions
● Flexible work schedule and ability to travel is a plus
Customer Service Professional
Service associate job in Stamford, CT
About Us
Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service. Visit Waste Harmonics Keter for more information.
Job Purpose
As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience.
Duties and Responsibilities
People
Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training.
Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support.
Operations
Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores.
Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations.
Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency.
Stakeholder Management
Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise.
Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions.
Strategy
Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation.
Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty.
Performs other duties as assigned.
Qualifications
Education & Experience:
High school diploma or GED required
Associate's or Bachelor's degree in Business, Communications, or a related field preferred
Familiarity with customer service principles, including active listening and empathy.
Experience using phones, email or live chat to communicate with customers.
Understanding of the company's products, services, and policies to provide accurate information.
Ability to handle customer inquiries, complaints and services.
Basic troubleshooting and problem-solving techniques.
Strong written and verbal communication skills.
Knowledge & Skills:
Previous experience in customer-facing roles such as retail, hospitality, or call centers.
Ability to handle customer inquiries professionally and resolve issues effectively.
Ability to meet or exceed performance goals in a customer service setting.
Strong communication skills with a focus on clarity and professionalism.
Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction.
Work Conditions/Physical Requirements
Office environment. Noise level is moderate.
Work is primarily performed at a desk using a computer and other standard office equipment
Occasional walking to meetings or shared office equipment may be required.
Ability to work after normal business hours as needed.
Waste Harmonics Keter Comprehensive Benefits Package
Competitive Compensation
Annual Bonus Plan at Every Level
Continuous Learning and Development Opportunities
401(k) Retirement Savings with Company Match; Immediate Vesting
Medical & Dental Insurance
Vision Insurance (Company Paid)
Life Insurance (Company Paid)
Short-term & Long-term Disability (Company paid)
Employee Assistance Program
Flexible Spending Accounts/Health Savings Accounts
Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer
7 Paid Holidays
At Waste Harmonics Keter , we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.
Auto-ApplyIntermodal Service Employee - Kearny, NJ
Service associate job in Kearny, NJ
Candidate offers are contingent on the successful completion of a drug screen (hair and urine collection), as well as a background verification.
Additionally, CSX does not accept Medical Marijuana Cards
.
Intermodal Service Employees (ISE) are responsible for safely performing activities and completing processes that place customer freight for movement on a train from the origin to the CSX Intermodal Terminal destination across our network. The ISEs will also be responsible for ensuring the availability of our customers freight for pick up after arriving at the destination terminal.
Primary Activities and Responsibilities
The activities and responsibilities fall into four broad categories (Securement, Yard/Lift Operations, Clerical and other)
Securement tasks include: Ascending and descending rail cars. Inspection and securement of trailers, containers and intermodal flatcars. Assisting lift operators in the proper positioning of equipment. Lifting of interbox connectors (IBC) and related accessories. Operation of powered vehicles known as IBC carts. Working in a high-paced outdoor environment around moving equipment and vehicles
Yard and Lift operations include: Operating utility tractors (hostlers) to move equipment on the terminal and operating lift machines that place and remove equipment to and from railcars. Connecting, moving, and parking of chassis, trailers and containers on terminal property. Inspection of equipment for condition and operational readiness. Ascending and descending vehicle ladder/stairs. Connecting and disconnecting airlines (gladhands). Manually operating crank handle to raise and lower chassis landing gear legs. Operation of various lift equipment configurations to load and unload trailers and containers to/from railcars, stacks, ground or chassis. Prolonged sitting in equipment cabs. Use of joystick controls, radios, equipment displays and onboard computers. Lifting and lowering containers and trailers from elevated heights safely and efficiently
Clerical duties include: Utilize Microsoft Office systems. Utilize computer systems to obtain and/or input information regarding intermodal car and/or equipment. Knowledge of hazmat requirements and ability to respond to minor spills as necessary
Other duties require: Knowledge of FRA and AAR securement regulations and railway line clearance requirements. The ability to work positively and contribute to a team focused on customer service and accomplishing productivity targets. Ability to identify or analyze defective components and indicate the necessary corrective action. Inspection and application of end-of-train device and performance of airbrake tests Ability to clean, lubricate and maintain securement devices and other special intermodal equipment
Miscellaneous activities and responsibilities as assigned by manager
Pay Rates:
Pay as of July 1, 2025 is $29.33 is the new rate at 100% (@ 90% until qualified (may take up to 8 months) - $26.39/Hourly).
Training:
You are expected to attend one week of paid training at the Atlanta Training Center (ATC) in Atlanta, GA. New hires must maintain an 85% passing rate on quizzes and tests to remain in training. Failure to maintain the 85% average will result in new hires being released from the program and their offer will be rescinded. On-the-job training begins immediately following the successful completion of training at the ATC.
Minimum Qualifications:
18 years of age or older
Valid Driver's License
Preferred Qualifications:
One year experience working in a heavy industrial environment
One year experience operating heavy machinery
Three years of outdoor work experience
Physical Requirements:
Stoop/bend/kneel/crouch/crawl/balance/climb
Physical agility, including lifting, pushing, pulling, and walking
Walk long distances over uneven terrain
Driving a tractor/trailer combination in an industrial setting
Moderately heavy to heavy industrial work
Must meet color vision and hearing requirements as described in FRA Regulations
Demonstrate auditory and visual acuity/tracking/inspection
Job Requirements:
Wear protective equipment such as hard hat, hearing protection, or safety-toe boots
Work hours may include a nonstandard workweek, overtime, and various shift work
Complete annual training and pass safety rules examinations
This position is governed by a collective bargaining agreement and membership is req.
Must pass all required assessments
Must pass a background screening
Must pass a post-offer medical examination, including a drug test
May be in a gated booth adjacent to the entry lanes
If hired, this position may require, if requested, the provision of sensitive information, including but not limited to, address, social security number, place of birth and date of birth to the Customs Border Patrol Port Director per 19USC 19.46 or other governmental agency as required from time-to-time.
Auto-ApplySenior Client Associate
Service associate job in Ramsey, NJ
Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. Associates may also participate in developing investment and financial planning strategies as part of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors in providing an exceptional client experience and helps maintain the firm's operational efficiency and compliance standards.
Typical Duties and Responsibilities:
Wealth Management:
Leads the preparation of client investment reviews and financial plans, enabling advisors to maintain a high-touch service model while expanding capacity.
Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms.
Manages Addepar and Tamarac systems (performance reporting, client portals, billing) to maintain data integrity.
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Process account onboarding tasks: client intake forms, custodial applications, money movements, transfers (ACATs), and account maintenance changes.
Assist with trading and rebalancing workflows by preparing trade files, confirming allocations, and monitoring settlement activity (as permitted by firm policy).
Produce portfolio reports, RMD reminders, tax document packets, and quarterly statements.
Coordinate with custodians to resolve account issues, update beneficiary designations, and support tax reporting needs.
Serves as a key client contact for investment-related inquiries, ensuring responsive service and client satisfaction
Owns account setup, trading, rebalancing for all Pontera accounts
Assist in preparing due diligence materials for Product Review Committee
Retirement Plan Services:
Works with home office affiliates in preparing of all investment and plan reviews for plan advisors.
Acts as the primary liaison between clients and recordkeepers, coordinating investment changes, data integrity, and issue resolution
Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and implementation of recommendations
Serve as the first point of contact for client inquiries by phone and email; triage questions related to retirement plans, investment accounts, and general service needs.
Prepare meeting materials, performance reports, fee disclosures, and follow-up summaries for both retirement plan sponsors and wealth management clients.
Support advisors during client meetings by organizing documentation and managing pre- and post-meeting workflows.
Maintain a high level of professionalism and service quality consistent with industry regulatory expectations.
Position Requirements
Experience with Tamarac, Addepar and Schwab Advisor Center
Series 65 or equivalent
Ability to multi-task and manage time effectively
A team player, with strong leadership skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Excellent written and oral communication skills and listening skills
Desire/ability to work successfully in a small company environment
Detail-oriented focus and a professional demeanor
Perks & Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets
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across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
Great company culture with an awesome team-oriented atmosphere!
Mentorship Opportunities
Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
Professional growth opportunities
Friendly and collaborative work environment
Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
Compensation
This position is located in Illinois. The base salary for this position at the time of this posting may range from $75,000 to $90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-GP1
Auto-ApplyCustomer Service Advisor
Service associate job in Bedford Hills, NY
Benefits, and Perks- Commissions are paid every pay period- Medical, Dental, and Vision Insurance- Flexible scheduling- Paid Time Off (PTO)- Career Growth based on Performance and not Seniority - 75% of employees were promoted within Summit Wash Holdings- Referral Bonus up to $800.00 per qualified hire, dependent on position- Free Car Wash Membership
Who are we?
Summit Wash Holdings is a premier group of car wash brands growing throughout the Northeast, Midwest, and Southeast regions. At Summit Wash Holdings, all teammates produce speedy service in a fun and mutually respectful manner with gold-standard integrity, quality, and hospitality, all while maintaining a work-life balance. Our Mission is to provide a fast, quality car wash with friendly-spirited engagement and integrity.
What do we want?
We seek high-energy personalities that thrive in a fast-paced environment to provide a welcoming atmosphere for our Unlimited Wash Pass Members and a memorable first impression on our new car wash guests. A successful candidate would love working outdoors in all conditions and will be excited to roll up their sleeves to get the job done! You must be highly motivated and have an outgoing, friendly personality. All we ask is for you to share our passion for washing cars, creating memorable moments, and our obsession with exceptional guest service!
Location: Russell Speeders Car Wash527 N Bedford Rd, Bedford Hills, NY 10507General Requirements
Authorized to work in the U.S.
40 Hour Work Week (Including Evenings and Weekends)
Basic Computer Skills
Highly developed communication skills - bilingual a plus!
Carwash experience to understand industry-specific challenges and opportunities preferred
8th Grade Proficiency or Above
Physical Requirements
Able to lift at least 50lbs.
Ability to be on your feet for at least 8 hours at a time.
Mobility to work in areas that require kneeling, crouching, or crawling.
Capable of working in both extreme weather elements - hot and cold
Responsibilities
Consistently meets sales and quality metrics
A keen eye for detail
Answer questions regarding car wash services and plans
Process payment transactions
Maintain a safe and clean work area; keep alert for potential hazards
Other duties as assigned
$20 - $20 an hour
Hourly Rate + Unlimited Commission
Company Core Values
S.E.L.F.Safety in Every Action: We prioritize the safety of our teammates and customers by embedding it in our culture and operations.Execution: With a focus on creating exceptional car wash experiences, we are committed to operational excellence in every aspect.Leadership: We believe in mentoring and empowering our teams to lead with integrity and achieve their best.Fun: A positive, spirited atmosphere is key to our success, making work enjoyable and fulfilling.
At Summit Wash Holdings, success starts with the S.E.L.F., ensuring our teams feel supported, valued, and empowered to grow. We foster a culture of mutual respect, collaboration, and work-life balance while delivering on our promise to customers. Join us as we redefine the car wash industry through passion, integrity, and innovation!
Summit Wash Holdings brands consist of Waters Car Wash, Russell Speeders Car Wash, Speeders Car Wash, and Fred's Car Wash.
Auto-ApplyDirector, Services Specialist Sales, Test & Learn
Service associate job in Harrison, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Director, Services Specialist Sales, Test & Learn
Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
* Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
* Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
* Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
* Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
* Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
* Ability to seamlessly partner across our Services sales and consulting teams
* Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
* Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
* Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
* Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
* Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
* Ability to thrive and build robust pipeline with limited lead generation support
* Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
* Revenue management experience
* Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
#AI3
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $141,000 - $197,000 USD
Auto-ApplySales Associate - $15.49-$16.70/hr - Sunoco Store #7017, Vince Lombardi Service Area, New Jersey Turnpike, Ridgefield, NJ
Service associate job in Ridgefield, NJ
As a Sales Associate, you'll be joining a world class company that has 130 years of experience servicing our customers and providing great jobs for great people like you! At Sunoco, our employees come first, and when you join us, you are joining a family!
Your mission is to ensure that your customers experience a friendly, safe, and enjoyable store experience that results in repeat business and a high performance team. Join us in our commitment to serving our local communities and maintaining our iconic American brand.
We offer a competitive hourly rate, health insurance, a retirement plan, and abundant fast track career opportunities!
Additionally, we offer the following bonuses:
Referral bonus:
* $1,000 for successfully referring a new hire to the store
* This bonus to be paid out in three increments: $250 after 30 days, $250 after 60 days, and $500 after 180 days
* The referred employee must be active at the time of bonus payment and in good standing
General Responsibilities:
* Provide excellent customer service
* Ringing up all sales on cash register and point-of-sale equipment and ensuring proper cash handling procedures and policies
* Assist the shift leader with vendor management, inventory, and reports
* Maintain store appearance, cleanliness, and order for our customers and the team
* Performing service transactions in accordance with company policy such as lottery sales and redemption, vendor coupon redemption, company approved credit cards, etc.
* Maintaining proper inventory levels and audits
Qualifications/Experience/Education:
* Customer service and basic computer skills
* Retail experience is a plus but not required (we will train you!)
* Ability to lift/carry up to 25 pounds and operate a dolly/handcart for heavier items
* Previous customer service experience is a plus.
* High school diploma or general education degree (GED) is preferred, or equivalent experience.
Food Service Employee 6.5 (FSE6.5)
Service associate job in Paterson, NJ
04/01/2025 Additional Information: Effective Date(s): April 1, 2025 Staff Needed: One (1) Food Service Employee Qualifications: * Must have a minimum of one (1) year experience in the preparation and service of school breakfast and lunch or in a small-scale food service facility.
* Must have basic knowledge of sanitary and safety procedures.
* Must demonstrate strong interpersonal skills
* Must have basic mathematical skills
* Must be able to read, write and communicate in English.
* Must be in good physical condition. The position requires extended standing, bending, walking, pushing, lifting and pulling.
Salary: As Per Negotiated Contract
Initiator: Krystal Tanner, Executive Director of Food Services
* Meet such alternatives to above qualifications as the Superintendent may find appropriate and acceptable
* Pending budget availability
* All postings are open for ten (10) consecutive days following the date posted or until filled
J.P. Morgan Advisors - Senior Client Associate
Service associate job in Riverside, CT
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
Auto-ApplyVIP Reservations Agent
Service associate job in North Arlington, NJ
Schedule: Full time: Various Shifts Available including Overnight
Salary: Starting at $16 - $20 per hour, based on experience
Sign-on Bonus Available
Successfully fulfill the client's transportation needs and enter that information correctly into the reservation or dispatch systems.
Responsibilities and Duties:
Responsible for answering incoming calls, email requests and online booking requests for service from client.
Accurately input reservation request and any necessary changes into all appropriate computer systems in a concise and professional manner.
Keeping up to date on Avalon's products, services, policies and procedures.
Reconfirm future reservations with clients.
Build rapport with clients by becoming knowledgeable about their account, special needs and particular preferences.
Responsible for continuously monitoring all incoming reservation channels (phone, multiple email inboxes, online bookings) and answering all inquiries about the company, service, rates and travel time promptly and professionally.
Handles reservations for affiliate work and farms orders to affiliate network as needed.
Monitors the status of national rides to ensure clients are receiving excellent customer service from our affiliate network.
Identifies and resolves any problems with incoming orders; escalate as needed.
Proactively and professionally handle customer service complaints and escalate issues as appropriate to respective department heads.
Accurately help build client profiles and accounts by informing accounting of new account information obtained from client calls.
Performs basic dispatch functions as needed such as: coding, calling affiliates, obtaining chauffeur details and securing and sending new trips.
Responsible for checking all work at the end of shift.
Handles and secures greeters when needed.
Other duties as assigned
Benefits:
401(k)
Dental insurance
Health insurance
Vision insurance
Service Consultant
Service associate job in Englewood, NJ
Description of the role:
The Service Consultant at Quality Chevrolet GMC in Englewood, NJ will be responsible for providing exceptional customer service in the automotive service department.
Responsibilities:
Assist customers with their service needs
Coordinate service appointments
Communicate service updates to customers
Ensure customer satisfaction
Requirements:
Excellent customer service skills
Automotive service experience preferred
Strong communication skills
Attention to detail
Benefits:
Competitive compensation
Health and dental insurance
Paid time off
About the Company:
Quality Chevrolet GMC is a well-established dealership located in Englewood, NJ, dedicated to providing top-quality automotive services and products to our customers.
Auto-ApplyCall Center Operator (Bilingual)
Service associate job in Newburgh, NY
Full-time Description
Cornerstone Family Healthcare is actively recruiting for Bilingual Call Center Operators to join our growing Call Center team in Newburgh, NY.
RATE OF PAY/SALARY: $17.00 per hour
PLUS
Monthly incentives available
WORK LOCATION(S): Newburgh, NY
STATUS: Per Diem, Full Time
CORNERSTONE BENEFITS:
Competitive salaries I Health Benefits I Retirement plan I Paid Time Off I Sick Time I Flexible Spending I Dependent Care I Paid Holidays I Monthly incentives available
CORNERSTONE'S MISSION:
Cornerstone Family Healthcare is a non-profit Federally Qualified Health Center with a mission to provide high quality, comprehensive, primary and preventative health care services in an environment of caring, dignity and respect to all people regardless of their ability to pay. For more than fifty years, Cornerstone has been responsive to meeting the needs of the communities in which we serve with a continued emphasis on the underserved and those without access to health care regardless of race, economic status, age, sex, sexual orientation or disability.
JOB SUMMARY:
This is NOT a remote job!
Provides excellent customer service at all times; politely greets patients, responds accurately and appropriately and thanks them for calling.
Makes appointments for new and existing patients using the practice management system template.
Coordinates with departmental Patient Services Representatives and nursing staff to accommodate patient's requests for earlier appointments.
Verifies all demographic and insurance information gathered from each patient and posts it accurately in the practice management system.
Verifies all insurance information, including eligibility, PCP and referrals, if required for the visit type and insurance.
Provides back-up support for patient registration as requested by management.
Attends monthly departmental meetings.
Handles other duties as assigned.
Requirements
Bilingual: Fluent in Spanish
High School Diploma or High School Equivalency Diploma
For PER DIEM shift - Flexible schedule coordinated monthly with management. Must work at least two weekend days per month (9am-5pm),
(Cannot work more than 30 hours per week).
Please Note:
Training schedule for the per diem shifts is Monday-Friday 9am-5pm for 5 weeks.
Salary Description $17.00
Customer Service Professional
Service associate job in Stamford, CT
About Us
Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service.
Visit Waste Harmonics Keter for more information.
Job Purpose
As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience.
Duties and Responsibilities
People
Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training.
Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support.
Operations
Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores.
Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations.
Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency.
Stakeholder Management
Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise.
Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions.
Strategy
Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation.
Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty.
Performs other duties as assigned.
Qualifications
Education & Experience:
High school diploma or GED required
Associate's or Bachelor's degree in Business, Communications, or a related field preferred
Familiarity with customer service principles, including active listening and empathy.
Experience using phones, email or live chat to communicate with customers.
Understanding of the company's products, services, and policies to provide accurate information.
Ability to handle customer inquiries, complaints and services.
Basic troubleshooting and problem-solving techniques.
Strong written and verbal communication skills.
Knowledge & Skills:
Previous experience in customer-facing roles such as retail, hospitality, or call centers.
Ability to handle customer inquiries professionally and resolve issues effectively.
Ability to meet or exceed performance goals in a customer service setting.
Strong communication skills with a focus on clarity and professionalism.
Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction.
Work Conditions/Physical Requirements
Office environment. Noise level is moderate.
Work is primarily performed at a desk using a computer and other standard office equipment
Occasional walking to meetings or shared office equipment may be required.
Ability to work after normal business hours as needed.
Waste Harmonics Keter Comprehensive Benefits Package
Competitive Compensation
Annual Bonus Plan at Every Level
Continuous Learning and Development Opportunities
401(k) Retirement Savings with Company Match; Immediate Vesting
Medical & Dental Insurance
Vision Insurance (Company Paid)
Life Insurance (Company Paid)
Short-term & Long-term Disability (Company paid)
Employee Assistance Program
Flexible Spending Accounts/Health Savings Accounts
Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer
7 Paid Holidays
At Waste Harmonics Keter, we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.
Auto-ApplySenior Client Associate
Service associate job in Ramsey, NJ
Job DescriptionPosition Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. Associates may also participate in developing investment and financial planning strategies as part of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors in providing an exceptional client experience and helps maintain the firm's operational efficiency and compliance standards.
Typical Duties and Responsibilities:
Wealth Management:
Leads the preparation of client investment reviews and financial plans, enabling advisors to maintain a high-touch service model while expanding capacity.
Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms.
Manages Addepar and Tamarac systems (performance reporting, client portals, billing) to maintain data integrity.
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Process account onboarding tasks: client intake forms, custodial applications, money movements, transfers (ACATs), and account maintenance changes.
Assist with trading and rebalancing workflows by preparing trade files, confirming allocations, and monitoring settlement activity (as permitted by firm policy).
Produce portfolio reports, RMD reminders, tax document packets, and quarterly statements.
Coordinate with custodians to resolve account issues, update beneficiary designations, and support tax reporting needs.
Serves as a key client contact for investment-related inquiries, ensuring responsive service and client satisfaction
Owns account setup, trading, rebalancing for all Pontera accounts
Assist in preparing due diligence materials for Product Review Committee
Retirement Plan Services:
Works with home office affiliates in preparing of all investment and plan reviews for plan advisors.
Acts as the primary liaison between clients and recordkeepers, coordinating investment changes, data integrity, and issue resolution
Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and implementation of recommendations
Serve as the first point of contact for client inquiries by phone and email; triage questions related to retirement plans, investment accounts, and general service needs.
Prepare meeting materials, performance reports, fee disclosures, and follow-up summaries for both retirement plan sponsors and wealth management clients.
Support advisors during client meetings by organizing documentation and managing pre- and post-meeting workflows.
Maintain a high level of professionalism and service quality consistent with industry regulatory expectations.
Position Requirements
Experience with Tamarac, Addepar and Schwab Advisor Center
Series 65 or equivalent
Ability to multi-task and manage time effectively
A team player, with strong leadership skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Excellent written and oral communication skills and listening skills
Desire/ability to work successfully in a small company environment
Detail-oriented focus and a professional demeanor
Perks & Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
Great company culture with an awesome team-oriented atmosphere!
Mentorship Opportunities
Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
Professional growth opportunities
Friendly and collaborative work environment
Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
Compensation
This position is located in Illinois. The base salary for this position at the time of this posting may range from $75,000 to $90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-GP1
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