Service Associate Jobs in Jefferson, NJ

Omega Insurance Agency is looking for a detail-oriented and proactive CSR to manage policies. The role involves processing endorsements, handling renewals, Making payments completing applications, and providing exceptional service to clients. Key Responsibilities: Process new policies, endorsements, renewals, and cancellations. Complete submissions and communicate with carriers for quotes. Maintain accurate records in agency systems. Provide exceptional customer service and educate clients about their policies. Collaborate with the team to manage tasks and support operations. Qualifications: Strong communication and organizational skills. Experience in the insurance or transportation industry preferred. Insurance license is a plus. Bilingual (Spanish and English) is required. Customer-focused with a proactive problem-solving approach. Why Join Us? Join Omega Insurance Agency, a dynamic team committed to excellence in transportation insurance. We offer competitive compensation, a supportive work environment, and opportunities for professional growth.

About the job The Client Service Associate (CSA) is a client facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. The CSA will also be asked to support other aspects of the business, such as compliance, operations, and office administration. Duties and responsibilities include, but are not limited, to: Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed. Responsible for the new account on-boarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required. Execute compliance related responsibilities such as maintaining client records, monitoring regulatory requirements, corresponding with regulatory agencies. Accountable for making proactive client contacts to enhance and grow the client relationship. Support the team in preparation of client meetings. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management and problem-solving skills. Qualifications: Strong verbal, written, and interpersonal communication skills. Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint Education - Bachelor's degree in business related fields Experience: 5+ years of client-facing financial services experience Securities Licenses: Series 65 or comparable Skills and Abilities: Energized by working in a firm with aggressive growth aspirations. Ability to adapt to a rapidly changing and fast paced business and technology environment. Passionate about being challenged and continuing to learn and develop. Ability to work both independently and in a team environment. Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work. Enjoy working autonomously in creative problem solving Salary: Competitive compensation based on relevant experience. About Premier Path: Premier Path values excellence with an aggressive pursuit of growth. We empower our team members to exceed expectations by providing an environment of autonomy, accountability and innovation. Rooted in integrity, collaboration, and grit, we are fierce advocates for our clients. To foster a culture of entrepreneurship, we award our associates by making them owners of the firm's success by sharing in our growth and profits. Our family-like culture embraces a lifetime of learning, where your dedication fuels continuous improvement and unparalleled success. We invest in our employees and offer competitive Health & Retirement Benefits! This full-time position is required on-site at our location in Madison, NJ. Premier Path provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Posting: Customer Service Coordinator We are a well-established and employee-friendly manufacturer of water-based and solvent-based industrial protective coatings, seeking a Customer Service Coordinator to join our team. This role involves a combination of office, warehouse, and occasional manufacturing responsibilities, ensuring excellent customer service and efficient operations. Key Responsibilities: Provide exceptional customer service through strong communication skills, including answering phones and addressing inquiries. Accept and process orders, ensuring accurate data entry and timely order distribution to customers. Assist with stock picking and order building as needed. Operate or learn to operate a forklift (training and certification provided). Work with our ERP system, DATACOR (experience preferred but not required). General lifting of stock items, such as five-gallon pails (up to 50-60 pounds). Required Skills and Qualifications: Strong computer skills, including proficiency in Microsoft Excel and Word. Willingness to work in a mixed environment: office, warehouse, and occasional manufacturing areas. Willingness to learn and become certified in forklift operation. Ability to lift and handle stock items as part of daily tasks. Bilingual (Spanish) skills are a plus. Preferred Qualifications: Experience with ERP systems (DATACOR preferred). Work Environment: Collaborative, friendly, and dynamic work environment with opportunities for growth. Varied tasks requiring adaptability and teamwork across multiple areas. If you are an organized, communicative, and motivated individual looking to join a supportive team, we encourage you to apply.

Exciting Employment Opportunity at NutraBio Labs: Customer Service Representative We are pleased to present an exciting employment opportunity at NutraBio Labs for the position of Customer Service Representative. This role offers a chance to thrive within a professional, team-oriented, and dynamic work environment in the esteemed sports nutrition industry. NutraBio Labs, an FDA-registered and inspected sports nutrition manufacturer located in Middlesex, NJ, is actively seeking individuals who are detail-oriented and possess a positive, can-do attitude. We welcome applications from candidates with a strong interest in sports nutrition, training, and athletics. If you aspire to contribute to a fast-paced company and align with our values, we encourage you to apply. Position: Customer Service Representative Location: Middlesex, NJ 08846 Status: Full-Time (In-Office) Hours: Monday to Thursday: 9:00 AM to 5:30 PM Friday: 9:00 AM to 4:00 PM (early departure) 40 hours paid Job Responsibilities: Engage with customers through inbound and outbound calls. Process orders, coordinate deliveries, and provide timely updates on order statuses. Resolve customer inquiries promptly and accurately, fostering customer loyalty. Document all details of inquiries, comments/complaints, and actions taken. Consistently deliver high levels of professional service and assistance. Job Qualifications: Strong team player with experience in order entry and customer service; bilingual in Spanish/English is a plus. High school diploma or GED. Proficient in computer skills. Dependable with excellent attention to detail. Strong problem-solving skills, along with excellent communication and interpersonal abilities. Professional demeanor, appearance, and attitude. Excellent typing, spelling, and grammar skills. Demonstrated customer service skills and a positive team-oriented attitude. Benefits: Prompt weekly pay. 401(k) with company match. Medical coverage. Direct deposit. Vacation, personal days, and holiday pay. Growth opportunities within the company. How to Apply: If you are excited about this opportunity, please send your resume to ***********************.

Processes incoming customer orders/sample orders, prepares quotes, addresses inquiries, provides follow-ups, and assists with problem resolution. Supports field sales representatives in achieving superior customer satisfaction for maximum growth. RESPONSIBILITIES Receives and processes sales orders and sample orders received by telephone, fax, mail, or electronic services in an efficient and expedient manner Prepares and forwards order acknowledgements Responds to general inquiries from customers and sales representatives related to orders, products, literature, shipping and delivery, availability, packaging, and ETA's Works closely with sales representatives to be proactive in meeting customer needs and keeping them informed of all activities associated with their accounts Supports customer relations and assists with problem resolution in a timely and professional manner Interacts and works with Technical Service to resolve customer complaints through the process within specified timeframe Recommends alternate products when possible, and refers customers to technical services or sales for assistance when needed Proactively monitors and keeps customers and sales advised of shipment dates, production schedules, delivery dates Assist shipping with efforts to maintain quality service by maintaining updated shipping and packaging requirements Works in coordination with the team and is responsible for picking and billing of orders Updates and inputs all customer related information into NAV Prepares and runs reports through NAV and performs special projects as requested Maintains Customer Service Processing Manual QUALIFICATIONS High School Diploma or Associate Degree with two years related experience and/or training; or equivalent combination of education and experience. Demonstrates attention to detail. Identifies and resolves problems in a timely manner. Maintains confidentiality. Writes clearly and informatively. Understands business implications of decisions. Completes tasks correctly and on time. Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Reacts well under pressure and demonstrates accuracy and thoroughness Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from managers, clients, and customers. Ability to calculate figures and amounts such as discounts, interest, commissions, percentages. Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral, diagram, or table form. Should have knowledge of Order Processing software; Word Processing software; Spreadsheet software; Internet software; Project Management software and Contact Management systems.

About Us At Apex Heart and Vascular, we provide cutting-edge compassionate care. We have a talented team who is proud to be making a positive impact on the lives of our patients each and every day. We are growing fast and looking to have an enthusiastic Patient Care Concierge to join our team. Role Description This is a full-time role for a Patient Care Concierge at Apex Heart and Vascular Center. The Patient Care Concierge will be responsible for ensuring a positive patient experience by managing online reviews, conducting feedback surveys, and providing exceptional customer service. The role involves interacting with patients to gather feedback, managing online reviews, and facilitating communication between patients and healthcare providers. We offer a competitive salary and benefits package commensurate with experience. Key Responsibilities Greet and assist patients and families with check-in/check-out processes. Address patient concerns and provide information about services. Encourage and manage patient reviews on Google. Respond to reviews and resolve issues to improve patient satisfaction. Develop and manage patient feedback surveys. Collect and analyze survey data to identify areas for improvement. Deliver exceptional service with empathy and professionalism. Respond promptly to patient inquiries and requests. Serve as the main contact for patients and families. Maintain accurate patient records and ensure confidentiality. Qualifications Strong communication skills Effective relationship-building abilities Experience in customer service Proficiency in managing online reviews and conducting surveys Excellent interpersonal skills Knowledge of healthcare terminology and procedures is a plus High school diploma or equivalent required; associate's or bachelor's degree in hospitality, or a related field preferred To be considered for this position, along with the LinkedIn application - please submit your CV along with a brief video recording (under 2 minutes) that includes: An introduction of yourself A summary of your relevant experience An explanation of why you are the right fit for this role Send your CV and video to: ***************************

Delivering Next-Generation Logistics Solutions Fusion Transport offer more than 40 years of industry leading experience providing customized supply chain solutions. We are a rapidly growing >$300M+ company with nationwide presence. We are an integrated third-party logistics company, with a brokerage division, an in-house long-haul fleet, several warehouses around the country, and a retail consolidation business. We currently operate under three levels of services which include Assets, Brokerage, and Warehousing. From first contact to final delivery. Our approach is what is missing in the industry and our customer experience is what will allow us to take the next steps in Fusion's evolution! We Care About You: At Fusion we value the hard work our employees provide day in and day out. We understand the grind and grit it takes to become successful in this industry. Our promise to our Customer Service and Shipping Coordinator is that we will make sure you earn what you deserve for the clients you support. As a Customer Service and Shipping Coordinator, you will play a vital role in ensuring efficient operations and outstanding service for our customers. Your key responsibilities will include: Customer Service Coordination: Process freight work orders, schedule loads, and handle customer requests to enhance overall satisfaction. Shipping Management: Ensure accurate and timely loading of shipments onto carriers' vehicles and greet and assist carrier drivers during pickups. Effective Communication: Communicate clearly with drivers to facilitate a seamless pickup process and address any shipping inquiries. Documentation and Data Entry: Generate bills of lading and related paperwork for work orders, perform data entry tasks related to shipping and inventory, and maintain organized filing systems for all shipping documents. Order and Inventory Management: Check orders for special requests, post accurate inventory records, and assist in conducting physical and cycle counts. Inventory Reconciliation: Reconcile inventories to book records and adjust as necessary to ensure data accuracy. Shipping Coordination: Manage special and last-minute shipping requests, coordinate and schedule shipping activities to optimize efficiency, and collaborate effectively with other staff members to achieve common goals. Invoicing Oversight: Ensure proper invoicing of account activity and resolve any discrepancies related to customer inventory. Data Accuracy: Work with spreadsheets to record and track shipment details, ensuring completeness and accuracy of data entered in the system. Requirements: High School Diploma or GED equivalent is required. 1+ year Customer Service experience in warehousing or similar type industries 1+ year experience in Logistics/ 3PL/ Warehousing environment processing orders, transactions and or requests Weekend availability as needed. Proficient with Microsoft applications, specifically Excel, Outlook, and Word Excellent organization, time management, scheduling, and attention to detail skills Ability to work in fast-paced, demanding environments. Willingness to work collaboratively with others to achieve common goals. Clear verbal and written communication skills. What we Offer: Medical, Dental and Vision Insurance Life Insurance Paid holidays Paid time off (PTO) 401(k) Career growth opportunities Collaborative & committed team environment.

Job Title: Customer Service Representative Duration: 6+ Months (CTH) Job Responsibilities: Acting as the point of contact between Client and the client throughout the home assessment scheduling process Making a high volume of outbound contacts (calls/emails) to secure appointments Maintain an appointment-setting process that accommodates the needs of both clients and business partners Follow through with all tasks in an effective and efficient manner by using company and department resources Consistently complete tasks with an increased focus on the details to improve the scheduling experience Proactively and clearly communicate needs and concerns Work to collaboratively respond to inquiries within 24 hours of receipt Provide trends, availability issues, and scheduling concerns in a timely manner to leadership monthly Communicate clearly and in a professional manner with all internal and external business partners. (emails, phone calls, MS Teams chat) Skills: Effective, strong, and service-focus communication skills, both verbal and written” Outlook-must be able to manage multiple calendars for scheduling of appointments EXCEL-Pivot tables, data entry Experience/Education: GED/High School Education- Minimum of high school diploma or equivalent; college degree or currently pursuing is a plus 1-2 years of Customer Service experience

Grignard Company is a leading producer of specialized chemistry products, serving customers worldwide in the Industrial, Entertainment, and Consumer Products sectors. Our high-quality products are developed by our in-house R&D team and manufactured in the USA. We have a remarkable customer retention rate exceeding 95%, showcasing our commitment to delivering superior performance and value. **************** Key Responsibilities: Sales Support: Providing shipping rates for customer inquiries and prospects to obtain best value Responsible to adhere to all SOPs for the Sales Support Communicating new orders to appropriate Business Development / Account Management representative in system Communicate related information to Business Development / Account Management from accounting system Manage and maintain customer profile is in CRM and/or Accounting system Maintaining Sample Request Log with tracking numbers and date sent Support all Outside Independent/Company Representatives communicating needs to Sales Manager Office Administration: Maintain all supplies related to office operations (including but not limited to paper products, office supplies, coffee, vending machines, printer supplies, postage meter) Invoice management: scanning to electronic file / shredding Responsible to create SOPs for the Office Administration for repetitive job functions when needed Responsible to adhere to all SOPs for the Office Administration Qualifications: Bachelor's Degree or 4 years of work experience in customer service. Proficiency in Microsoft Office. Strong communication and interpersonal skills. Proficiency in using CRM software and an accounting software is a plus. Self-motivated, goal-oriented, and able to work independently and as part of a team. Ability to manage time effectively and prioritize tasks in a fast-paced environment. Detail-oriented with strong organizational skills. What We Offer: Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan Opportunities for professional development and career advancement. A collaborative and supportive work environment. This is an in-person position. Grignard Company, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Grignard Company and be part of a team that is driving innovation and excellence in the chemical solutions industry!

About Us Universal Business Team (UBT) is a dynamic, fast-paced global consulting organization dedicated to empowering family-owned businesses worldwide. With a presence in multiple countries, we provide our clients with an unparalleled range of business advisory services, coaching, consulting, and training programs designed to drive growth and success. Our mission is to deliver innovative solutions that enable businesses and families to thrive. The Opportunity: Are you passionate about delivering exceptional service and ready to bring your health insurance expertise to a dynamic team? We're looking for a Customer Support Specialist with 2-5 years of experience in health insurance policy management, including quoting, onboarding, servicing, and renewals. In this role, you'll support our valued UBT Protect customers, ensuring they receive comprehensive, high-quality assistance every step of the way. What We're Looking For: Experience: 2-5 years in customer support within health insurance, including hands-on experience with quoting, onboarding, servicing, and renewals. Skillset: Strong attention to detail, proactive problem-solving, and a customer-focused mindset. Growth-Oriented: A desire to develop and thrive in a supportive, growth-focused environment. If you're ready to join a team that values your skills and offers a pathway to growth, apply today! Key Responsibilities Outreach Contacting customers regarding their upcoming renewals and setting up meetings for the Account Managers Follow up with customers for needed information to quote and send it on to vendors Set up proposal meetings and take notes/actions Customer Onboarding Take the lead in managing the customer onboarding process, from the time they confirm the quote to when they go live. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process Servicing Manage all Halo inquiries and respond to each customer within 4 business hours of their request. Escalate any tickets that cannot be resolved to Account Manager Reach and coordinate with providers on any questions that the group has throughout the year - billing, coverage limits, etc. Processing employee enrollments, terminations, and qualifying events Handle any compliance reporting with the group Answer all incoming calls to Onemedifund phone line Maintain all needed insurance licenses for UBT Renewals Work with providers on negotiating renewal Prepare renewal presentation for group Take the lead in managing the customer renewal process, from the time they confirm the quote to when they renew. Which includes Employee Navigator setup, Smartsheet setup, creating benefits booklet, running the open enrollment, sending providers the final census and keep the group updated with the process Quarterly Reporting Create presentations and set up meetings for all Onemedifund customers on a quarterly basis using the PowerPoint template Sending out surveys to groups to get their feedback on their Onemedifund plan Work with providers to get reports on savings opportunities, PBM rebates, etc. Take meeting notes and actions Take the lead in the follow up actions Skills & Qualifications Displays Integrity: Demonstrates confidence and courage in achieving UBT's mission, philosophy and value. Delivers Excellence: Takes personal accountability for achieving high quality outcomes. Demonstrates Interpersonal Understanding: Actively Listens, understands, accepts & respects the opinions, feelings, perspectives and motivations of others. Influences Effectively: Gains the support of others for courses of action that benefit UBT. Works in Teams: Sees the benefit of collaboration and works cooperatively across UBT to deliver shared goals. Extensive work experience preferably from a Professional Services / Corporate environment Manage projects Manage facilities and IT environments Records and document management Proofreading Office management Advanced skills in MS Office (Word, Excel, PowerPoint, Outlook) - expert level Strong IT skills High school degree (Bachelors is preferred) Previous Experience with servicing health insurance policies is required

Brand Ambassador 8 week W2 contract part or full time (20-35 hours) Rate: $24 an hour Our client recently acquired an AI tool to help retailers unify the in-store and online shopping experience for customers no matter how they choose to shop. Cutting-edge, AI-powered tools bring together online and offline shopping to create a completely new in-store experience for customers. About Our client builds smart shopping tools powered by deep learning and computer vision to enable a seamless grab-and-go retail experience. We differ from other emerging cashierless technologies because we are the scalable solution. The autonomous checkout technology is plug and play, meaning it requires no in-store renovation, no operational overhaul, no heavy computations, or endless image labeling. Any retailer can incorporate the tool and their entire store is upgraded with cashierless capabilities. We are already live in-stores and our customers love us! Do you enjoy promoting products? Are you comfortable talking to strangers? Do you like technology? Are you looking for a role that provides flexible hours? If so, join us as our Brand Ambassador! ABOUT THE ROLE As the Brand Ambassador, you will be the face of the AI shopping tool and be the first impression for our brand and the stores we represent. ABOUT THE JOB Engaging with customers as they enter the store; demonstrate how the products work and encourage usage Assisting customers throughout their end-to-end experience to ensure their journey is smooth and seamless from onboarding, to adding their first items, to completion of checkout Acting as the go-to resource for all customer and store team needs by resolving customer issues as they arise Gathering feedback from customers and reporting on their experience Ensuring that opening and closing tasks are completed ABOUT YOU Friendly, personable, able to build lasting relationships with customers and store staff Willing to go out of your way to help the customer, to provide exceptional customer service in order to drive usage and ensure the customer is as satisfaction Able to think on your feet and problem solve on the spot as issues arise Ambitious, sales-driven, and willing to grow at a small technology start-up Interested in technology and how technology shapes the retail landscape You have... Customer-oriented approach Demonstrated experience driving exceptional customer service Bonus: Any previous working experience as an on-site promoter, or in retail, hospitality

CWR-Customer Service Rep I Duration: 26 weeks Shift Details: 5 days (including Saturdays )11-7:30pm Pay Rate: $18/hr JOB DESCRIPTION As a Customer Service Representative, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience. In this role, you'll be supported by a passionate team motivated by fast-paced innovation and the desire to deliver for customers. We're a company where you can continually advance your career, no matter your background - the opportunities are endless and yours for the taking. If you're driven and looking for a place to grow, come join us. RESPONSIBILITIES Assist customers and business partners via telephone and email Handle customer complaints in a calm, professional manner Diagnose, assess, and resolve problems or issues Monitor progress of delivery routes Scan haul-away pods and verify stamps Process changes or cancellations to delivery orders QUALIFICATIONS At a minimum, you'll need: Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint. It'd be great if you also have: High school diploma or equivalent 1-year related experience preferably within a call center environment Strong customer service skills and the ability to satisfactorily resolve issues Solid ability to multitask with exceptional organizational skills Ability to thrive under pressure while delivering solutions that exceed customer expectations Category Code: JN044

Below is the Job Description for your reference: Role: Customer Service Representative Duration: 6 Months (Possible extension) Shift: 1st Shift (Mon-Fri) Pay Range: $20 to $29/ per hours on W2 Qualifications: Deliver an amazing Customer Service Experience (CSX) by being fully accountable for the end-to-end customer journey, collecting feedback to drive continuous improvement. Be the single point of contact for current and new customers while interacting and collaborating internally with relevant departments to meet customer expectations and needs. • Minimal education required for the position: High School Diploma • Minimal work experience required in years: 2-5 years of experience in Customer Service / Supply Chain / Sales • Customer facing operations (i.e. Customer Service, Sales) • Order to cash process knowledge • Cloud based solutions (i.e. Service Cloud) / ERP systems (i.e. SAP) / IT applications • Supply Chain understanding Responsibilities: • Accountable for customer facing activities / customer experience, acting as a single point of contact for customers, adopting customer centricity mindset within day-to-day interactions (set and meet expectations, stress-free experience, maintain a positive & professional demeanor). • Run OTC and Customer Service Management, focusing mainly on customer interaction related activities (in/outbound) • Voice of Customer: Contribute to the understanding of customer segments, trends needs, and expectations by reporting and providing feedback on client interactions. Build customer's trust & relationship by supporting in supply, commercial & application enquiries, collecting feedback and identifying opportunities to drive customer satisfaction, including regular visits. • Customer Relationship Management (CRM) Data: Enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Schedule follow-up actions. • Customer Service Experience Operations: Provide a quality service to customers while identifying opportunities to secure new business or support retention via customer interaction. Responsibilities may include handling customer cases and dealing with complex queries to minimize disruption & downtime. • Collaboration: Close collaboration with internal partners/functions (CSX, Center of Excellence/CoE, Global Business Solutions/GBS+, Supply Chain), mainly via Service Cloud, judging and aligning priorities to meet customer expectations and needs vs. Supply Chain capabilities; monitor and ensure delivery of other functions commitments. • Customer Experience Implementation: Support the implementation of differentiating customer experience initiatives, tools and processes, including customer experience testing. Differentiate service per customer according to Customer Segmentation, Service Levels, and customer satisfaction level. • Continuous Improvement: Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements to enhance operational efficiencies, streamline workflows or improve customer's experience. • Performance Management: Prioritize own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use KPI's, performance management systems and reports to improve personal performance. • Supporting Systems: Utilize customer service supporting systems and tools (SAP & Service Cloud), driving efficiencies and providing feedback to contribute to systems improvement (internal & external use). • Time Management & Activities Planning: Plan own activities on a daily, weekly and monthly basis to ensure business continuity, enhance efficiencies and improve customer satisfaction. Actively participate in team meetings to align priorities. • Compliance: Comply with Henkel Corporate Standards, Global SHE and Sustainability requirements.

Life is made up of an infinite amount of choices - including pivotal career decisions. 1792 Wealth Advisors is a rapidly growing wealth management firm seeking a dynamic Registered Client Associate who is a motivated, detail-oriented and creative problem solver to join our team. This essential role helps to provide high quality and high touch administrative support to Financial Advisors, their prospective and existing clients and other branch team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us, and see where a career at 1792 could take you! Essential Duties and Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes, scheduling of meetings with prospective and existing clients Works both independently and within a team environment to provide crucial support to the financial advisors and branch office Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies Ensures key client information and documentation is current with firm and industry requirements, rules and regulations Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns Reviews, assesses, and responds to all corporate action items and client account alerts Prepares financial reports, spreadsheets and other materials for client meetings Inputs orders and rebalances portfolios on behalf of the Financial Advisors Creates and maintains records and files utilizing Client Relationship Management (CRM) software Assists Financial Advisors with marketing efforts including seminars and other client-facing events Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures Performs other duties and responsibilities as assigned Knowledge, Skills, and Abilities Knowledge of: Company's working structure, policies, mission, and strategies. Managed account platforms. General office practices, procedures, and methods Investment concepts, practices and procedures used in the securities industry Financial markets, products and industry regulations Trading terminology Skill in: Client Relationship Management (CRM) software, or similar contact management software Goal planning software Excel, including developing spreadsheets as needed and for ongoing reporting Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to: Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases Analyze and research account information Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment Identify time sensitive items and assess competing priorities Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions, or concerns Handle stressful situations and provide a high level of customer service in a calm and professional manner Analyze problems and establish solutions in a fast-paced environment Use mathematics sufficient to process account and transaction information Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually Work both independently and as part of a cohesive team Provide a high level of customer service Education/Previous Experience Bachelor's degree preferred Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7 required Series 63, 65 and/or 66 as required by state 1792 Wealth Advisors and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Job Description: Client Service Associate (Full-Time) We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service. Key Responsibilities: Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings. CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system. Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed. Product Support: Assist with Annuity and Insurance paperwork and support marketing initiatives. Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests. Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL. Project Assistance: Support the management team with various projects during downtime. Qualifications: Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus. Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively. Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving. Education: A bachelor's degree in finance, business, or a related field is preferred. Plus: Familiarity with key industry platforms and tools, including but not limited to: Portfolio Management Systems (e.g., Orion, Morningstar). Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro). Customer Relationship Management (CRM) Software (e.g., Salesforce). Understanding of compliance software relevant to the financial industry. Benefits: Competitive salary with performance-based bonuses Comprehensive health, dental, and vision insurance Retirement savings plan with company contributions Opportunities for professional growth and development Support for work-life balance initiatives. Why Join Us? Impact: Play a key role in supporting our financial advisors and contributing to the firm's success. Growth: Opportunity to develop professionally and take on additional responsibilities over time. Culture: Join a team that values collaboration, excellence, and a positive work environment. If you are a dedicated and detail-oriented professional looking to make a difference in a client-focused role, we encourage you to apply for this exciting opportunity as a Client Service Associate.

Maximum Quality Foods, Inc. is an independent foodservice distributor located in Linden, NJ. Family Owned and operated for over 46 years, we are proud to service all of New York, New Jersey, and Delaware, as well as parts of Connecticut, Rhode Island, Pennsylvania, and Maryland. Job Title: Reception Service Specialist FLSA/Grade: Non-Exempt/Hourly Reports to: Finance Department: Finance Position Summary: The Reception Service Specialist will be the first point of contact for visitors, customers, and employees, providing excellent service and managing administrative tasks efficiently. You will play a key role in ensuring a smooth and welcoming environment at the reception area by performing the following duties. The position of Reception Service Specialist is not exempt from the overtime provisions of the Federal Fair Labor Standards Act and shall be entitled to overtime compensation for hours worked more than 40 in any one work week. The Reception Service Specialist shall be accountable and supervised by the Customer Service Manager. Essential Duties & Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Greet visitors, customers, and employees with a warm and professional demeanor. Answer phone calls and direct them to the appropriate department or personnel. Provide information about the company's products, services, and policies to customers as needed. Handle customer inquiries or direct them to the relevant department for further assistance. Manage incoming and outgoing mail and packages. Maintain office supplies and ensure the reception area is clean, organized, and welcoming. Coordinate meetings, schedules, and appointments for the management team or visitors. Assist with order processing, invoicing, and customer record management as needed. Ensure that all visitors are signed in and given the necessary badges or access as per company protocol. Notify the relevant staff members of visitor arrivals and help ensure their timely reception. Maintain communication with the production floor, warehouse, and other departments to relay any necessary information. Provide support in coordinating orders and delivery schedules when required. Assist with organizing events, meetings, or special customer visits. Verifies all order information for accuracy while entering into system. Responsible for managing cash register / credit card processing for customer orders to process payments for daily customer pickups. Daily Reconciliation or orders processed. Maintain and upkeep document scanning daily data storage for multiple departments. Perform other duties as assigned by management. Competencies: Oral Communication Skills Written Communication Skills Telephone Etiquette Customer Service Customer Relations Filing Computer literacy Problem solving Organization Professionalism Presentation Work Environment: Office. Physical Demands: Ability to sit or stand for extended periods. Some light lifting may be required (e.g., handling mail, packages). Minimum Knowledge, Skills and Abilities: High School Diploma or Equivalent. Preferred Language: Spanish Preferred Knowledge, Skills and Abilities: Previous experience in front desk, receptionist, or customer service role, preferably within the food industry. Bilingual in English and Spanish a plus. Familiarity with food safety regulations and office software (e.g., MS Office Suite, phone systems, NCR software). Knowledge of Excel is a plus. Benefits Health insurance Dental and Vision insurance Paid Time Off 401K Employee discounts on products or services Opportunities for growth and advancement within the company Positive and dynamic work environment

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide importantfinancial guidance to people looking to protect and build their wealth. We providea powerful combination of support including: our extensive trainingprogram, Advisor Pro. personal coaching from proven winners customized marketing supportto help you acquire clients and build your brand access to a broad range of products to meet clientneeds tools to manage your practice and support the sales process "Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future. Duties and responsibilities Prospecting, networking and obtaining clientsthrough various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutionsfor clients throughfact gathering and needs analyses. Expanding personal knowledgeand skills throughongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degreeor equivalent work experience * *******************************************************************************************

YOUR ROLE: As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects and clients, assisting with the promotion and organization of client events, and the completion of administrative tasks for the office. HOW YOU WILL MAKE AN IMPACT: Client Relations: - Partner with clients to provide detailed answers regarding client files, case updates, and applications -Provide customer service for product or portfolio questions related to non-portfolio or non- performance related inquiries -Manage monetary transfers and transactions -Prioritize customer problems for the Advisor based on knowledge of products and services -Document and update client records within internal client relationship management system -Handle all in-bound/out-bound client inquiries and complaints; verbal, phone, writing -Work with the Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events. Administrative Support: -Calendar and appointment management for the Advisor -Client file maintenance and audits WHY YOU ARE THE RIGHT PERSON: -3+ years of experience in an administrative or client services function -Strong working knowledge of Microsoft Office Suite -Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability -Proven experience with client relations and/or relationship building -Proven experience providing exemplary verbal and written communication

In this role, the Customer Service Representative is the first point of contact for our customers, providing exceptional support and assistance to ensure their needs are met. This role handle inquiries, resolve issues, and contributes to a positive customer experience. The ideal candidate will possess strong communication skills and a passion for helping others. Responsibilities include but are not limited to: Respond promptly but no later than 24 hours, to customers' inquiries via calls, emails and chat (approx. 75-100 per day) and continue to correspond with them until ticket is closed. Be a product expert and provide accurate information regarding products, customer orders and services. Assist customers with choosing quantity availability, material, colors, sizes and accessories for orders Assist customers with order placements, replacements, modifications, and cancellations and troubleshoots incorrect orders. Works directly with CSR manager to obtain customer discounts on incorrect or replacement orders, if necessary. Process customer credits in sales entry system for accounting team to refund timely Resolve customer complaints efficiently and effectively. Maintain detailed records of customer interactions and transactions. Assist customers with status updates by checking ERP system or providing shipping tracking numbers Collaborate with manufacturing team to process rush and large quantity orders Liaison between shipping manager and customer regarding ship dates, shipping address verifications, and BOLs. Works with estimating and purchasing department for custom order quotes and drop ship orders. Create production sheets for custom signage for the graphics department Requests tax exempt certificates from the customer, if applicable Perform data entry tasks accurately to ensure client information is up to date in the company ERP system. Skills and Qualifications: Experience in a call center or customer support environment is preferred. Associate's degree or higher preferred. Strong sales skills with the ability to upsell products when appropriate. Proficient typing skills for efficient data entry. Excellent verbal and written communication skills in English; proficiency in Spanish is a plus. Ability to utilize computer systems effectively for client services and data management. Strong problem-solving skills with a focus on customer satisfaction. Ability to work well under pressure while maintaining professionalism.