Service representative jobs in Fort Worth, TX

Direct Hire Opportunity with a great organization! Onsite opportunity in Dallas with hybrid remote potential in the future based on performance Opportunity to earn bonuses on a monthly basis based on performance after training Shift - 8 hour shift within their hours of operation which are 7am to 8pm Mon to Fri (must have open availability during their hours of operation) Start date - January 5th Responsibilities: Handle full care coordination for members and maintain close communication to educate members on how their benefits work Assist members with finding a provider in network for surgeries Assist with scheduling procedures Handle inbound and outbound calls Send referrals Confirm appointments with patients and provider offices Taking information from members and logging this correctly into the CRM system Assist with booking travel Coordinate follow up appointments Call provider offices to request medical records Qualifications: Bachelor's or Associate's Degree required Exceptional customer service skills Ability to commute to and work in the Dallas office daily Ability to work in a fast paced environment Empathetic Preferred Qualifications: Healthcare experience

The Stylist Success Specialist position will help J.Hilburn Stylists feel confident and equipped to provide 5 star concierge service to their Clients and grow their business while also ensuring that the Stylist feels valued by the company. Core Accountabilities and Responsibilities 5-star Concierge Service Concierge service mentality: Demonstrate a relentless commitment to supporting Stylist business success with a proactive, solutions-first approach. Multi-channel responsiveness: Deliver timely, white-glove service via phone, email, live chat, and text channels to support Stylist and Client inquiries. Fit and product support: Provide guidance and advice on product fit, design, and ordering to support Stylist expertise and Client satisfaction. Problem resolution: Troubleshoot complex issues with persistence and professionalism, ensuring complete and satisfying resolution for the Stylist. Stylist Partnership Development Business partnership mindset: Build authentic relationships with Stylists and act as a trusted partner in their business growth. Proactive outreach: Identify opportunities to check in with Stylists, support onboarding or transitions, and proactively offer help without being asked. Insight sharing: Surface useful trends or recurring challenges to company leadership to improve systems and drive service enhancements. Advocacy and follow-through: Ensure the Stylists will feel seen, heard, and supported by owning their issue from start to finish. Knowledge and Process Execution Policy and procedure fluency: Continously learn knowledge of J.Hilburn processes, programs, and systems accurately in daily support. Knowledge base utilization: Reference and contribute to the internal knowledge base to support continuous service quality improvement. Process adherence: Follow standard operating procedures to ensure consistency and professionalism in every interaction. Documentation and ticketing: Accurately record service requests, updates, and resolutions in the appropriate systems. Cross-functional Collaboration Stylist Success Team Collaboration: Communicate openly and respectfully with peers, sharing knowledge and supporting group success. Cross-functional Team Collaboration: Collaborate respectfully and effectively with other departments to align on solutions, share insights, and support Stylist-facing initiatives. Required Knowledge, Skills, and Abilities Delivering support across multiple channels (phone, email, chat, sms) in a fast-paced Strong problem-solving, communication, and relationship management skills. Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems (e.g., Zendesk, Salesforce, Freshdesk). Ability to resolve complex service issues with a high level of professionalism, persistence, and empathy. Providing fit and product advice, ideally within apparel, tailoring, or styling environment. Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative. Working with independent contractors, business owners, or Stylists, offering tools, guidance, and support to help grow their business. Required Education and Experience Bachelor's degree in Fashion Merchandising, Business, Communication, or a related field preferred. 5+ years of customer service or sales experience, preferably in high-end retail client-facing, apparel/fashion, e-commerce, or concierge services. Familiarity with interpreting and navigating backend order systems, customer profiles, and inventory tools. Familiarity with building successful rapport and loyalty with clients. Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative. Familiarity with CRM systems, ticketing platforms, or customer support software (e.g., Zendesk, Salesforce, Freshdesk, etc.). Travel There is minimal anticipated travel required for this position. Annual and Semi-Annual Company Conferences, usually in the DFW area This is an ONSITE position 4 days/week, Monday through Thursday, Fridays are remote and occasionally on the weekend.

Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

Responsible for professionally and enthusiastically answering incoming calls and electronic requests from patients, family members and other external parties to register new patients, schedule healthcare appointments, answer questions, handle complaints, troubleshoot problems and provide information on behalf of the institution. Identifies and resolves discrepancies or missing information and accurately enters data into the electronic medical record system. Verifies insurance coverage or determines patient self-pay responsibility and provides cost information. Schedules healthcare appointments based on need, patient request and in accordance with system and clinic guidelines. Interprets physician orders to schedule appointments and ancillary tests. MINIMUM REQUIREMENTS ADDENDUM Must pass PSS or CCS training program and successfully complete competency exam to maintain position. Experience Preference: Prior customer service experience is strongly preferred

The hourly range for this position is $12.75 to $13.50. This position is also eligible for incentive pay based on performance. Customer Accounts Advisor Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Assist with merchandise returns and guest deliveries as directed by management Clean and certify merchandise in the Quality Assurance Center for all items personally returned Complete and maintain weekly vehicle maintenance sheet and route sheets daily Load, secure and protect product in company vehicle Safely operate company vehicle Assist the Sales Team as needed Any reasonable duties requested by management Requirements United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18. Must meet DOT requirements to obtain certification in required states (United States) Ability to work schedule of hours varying from 8 am to 9 pm Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Excellent interpersonal and communication skills High energy with the ability to effectively perform all functions of the store and multitasking effectively Proper telephone etiquette Uphold the Aaron's Brand and protect company assets Maintain a professional appearance Proficient computer skills Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: Paid time off, including vacation days, sick days, and holidays Medical, dental and vision insurance 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on full-time and part-time employment status.

ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES Completed training courses and attain the knowledge required to assist our Customer Database Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. Contacts software and hardware vendors to request service regarding defective products. Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. Meet and exceed service level goals set for the Customer Service Team Follow communication procedures, guidelines, and policies Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction Keep records of all client interactions Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED Proven technical customer support experience 2+ years of merchant services / payments industry experience preferred Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. Ability to work in a ticket and metrics driven environment Familiarity with CRM systems and practices (e.g. Salesforce) Must be able to communicate in a clear and logical fashion verbally and in writing Must take pride and satisfaction in helping people Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES * Completed training courses and attain the knowledge required to assist our Customer Database * Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case * Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. * Contacts software and hardware vendors to request service regarding defective products. * Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. * Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. * Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. * Meet and exceed service level goals set for the Customer Service Team * Follow communication procedures, guidelines, and policies * Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction * Keep records of all client interactions * Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED * Proven technical customer support experience * 2+ years of merchant services / payments industry experience preferred * Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. * Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. * Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. * Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. * Ability to work in a ticket and metrics driven environment * Familiarity with CRM systems and practices (e.g. Salesforce) * Must be able to communicate in a clear and logical fashion verbally and in writing * Must take pride and satisfaction in helping people * Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

At Catalyst Physician Group primary care is redefined! As a physician-owned and physician-led organization, we are dedicated to transforming healthcare by putting patients at the center of everything we do. Our team of over 100 physicians and 500 employees operates across 21 locations in North Texas, providing personalized, accessible care that helps communities thrive. At Catalyst, we believe in the power of relationships. Our patient-centric approach ensures that every individual receives comprehensive, connected care at all stages of life. From on-site lab services and telehealth to pediatrics and weight loss programs, we offer a wide range of services to meet diverse healthcare needs. Join us in our mission to advance health through integrity, honesty, and exceptional patient care. Be a part of a dynamic team that is making a real difference in patient lives across all demographics and health spectrums. Together, we are Catalyst Physician Group - where your career can flourish as you help communities thrive. Job Summary As a Medical Receptionist - Phone Room Specialist, you will efficiently and effectively handle inbound and outbound scheduling communications for the providers. This role involves managing a wide range of clinical and administrative requests from patients and other stakeholders, including online chats, text messaging, emails, faxes, answering telephones, and scheduling patient appointments. Role and Responsibilities Sort, label, and task documents and faxes in EMR charts as needed throughout day-to-day operations. Scan and file EHE documents into designated folders as well as the EHE website as needed. Label, task, and correct any misfiles in EMR. Perform scanning and filing tasks. Gather outgoing forms, scans, faxes, shred, etc., from clinical staff stations and disperse as needed. Send documents to be scanned to the front office (this varies by location). Scan and file fax confirmations in computers if not sent via Athena fax. Scan and file mail. File and scan documents into the computer. Back up phone clerks as time allows. Check and transfer voicemails from the refill line to clinical staff. Check refill voicemail and pull charts for appropriate doctors. Scan and file demographics, privacy policy, and history sheets from all appointments. Organize and scan reports from any outsourced entity (labs, x-rays, reports, consults, etc.). Scan and file Bone Dexas, Dopplers, PFTs, EKGs, etc. Sort, distribute, and run materials back and forth between North and South Offices. Minimum Qualifications and Requirements High School Diploma or equivalent required. Skills Required: Active listening. Reading/comprehension. Service-oriented. Speaking clearly. Time management. Typing/spelling. EMR knowledge. Computer knowledge. Multi-phone line switchboard. Medical terminology. Preferred Experience Bilingual: Fluent in Spanish and English. 1+ years' experience in a healthcare environment preferred. Experience with ATHENA EMR. Physical Demands/Work Environment Office environment. Sitting, standing, walking, and/or moving up to 8 hours per day. Lifting up to 25 pounds. Competitive Benefit Package Compensation commensurate with experience. Medical, Dental, Vision Insurance. Short/Long term disability Insurance. 401K with employer match. Health Savings Account options. Paid Holidays and PTO. Referral Programs. Professional Development Opportunities.

Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.

We are Automotive Business Scientists. We empower our clients to turn overwhelming industry data into discovery, action and measured success. We are unique market leaders because we find and examine possibilities through the clarity of a scientific lens. To solve the toughest client challenges, we need curious, creative and dedicated people to join our team. We search out individuals who align with our core values and who adhere to the highest standards of integrity and ethics in everything they do. Our company is filled with the brightest minds and the biggest hearts at every level. We recognize that personal success takes on many different forms of the course of our lives - both professional and personally - so we provide a myriad of benefits and programs focused on Wellbeing, Growth, Community and Recognition. One size does not fit all, so we encourage every Urban Scientist to discover their own formula for success. If this sounds like the kind of company you would like to work with, Apply Now! POSITION OVERVIEW With the success of our revolutionary suite of Media Performance solutions that takes the guesswork out of planning, deploying, and optimizing automotive media, we are looking for a Client Specialist to help support our growth within the agency and ad-tech community. This role has current Hybrid Workplace flexibility, and candidates must be available to work in-person two to three days per week at an Urban Science office location. We are headquartered in Detroit, MI and additionally have flexibility to consider candidates local to Atlanta, Dallas (Plano), or Nashville (Franklin). URBAN SCIENCE DOES NOT AND WILL NOT PROVIDE IMMIGRATION RELATED SPONSORSHIP FOR THIS ROLE, NOW OR IN THE FUTURE. Essential Duties and Responsibilities AdTech team operational and client account support. Process and analyze usage reports from platform, agency and OEM contracts. Support the development of a reporting repository for Media Performance projects. Maintain Media Performance project data at the Solution, Platform, Brand, and Segment levels. Coordinate with internal teams to ensure services are activated and running smoothly. Act as main point of contact for questions or concerns from active clients and users. Support Senior Engagement Managers and Head of Sales on day-to-day client needs, such as research. Coordinate with internal teams to ensure services are activated and running smoothly. Qualifications - Education and Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, abilities, and competencies required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required: Data Savvy: Requires a broad understanding of real-time analytics, and experience working with data to provide clear and insightful recommendations Data management skills (SQL or Access is nice to have) Requires demonstrated knowledge of excel, ability to do pivot tables, macros, etc. MS Office: Requires solid knowledge of MS Excel, Word, PowerPoint, Teams, and Outlook Thought Leadership: Requires ability to apply Urban Science methodologies and new ideas to the client's mission critical problems to help them drive business Experience being a process creator/innovator Ability to ask relevant, thoughtful questions, take initiative, critical thinker Communication skills: Strong written and verbal skill set required. Ability to communicate concisely and coordinate effectively with various levels of leadership, and across various teams/offices Presentation skills: Ability to conduct professional presentations with various levels of leadership Analytical Thinking: Requires the ability to understand a situation by breaking it apart into smaller pieces, and/or tracing the implications of a situation in a step-by-step causal way Initiative: Requires the drive to go above and beyond to improve or enhance job results. Ability to work independently in assigned space Time Management: Requires strong capability to prioritize competing demands, manage multiple concurrent tasks and run meetings on schedule Project Management: Project management skills, including the ability to estimate work efforts, define work plans, monitor progress and report schedule variances and scope changes. Responsible and accountable to meet deadlines and deliver work as needed. Preferred: Campaign analytics background Account management background Digital automotive marketing experience Accounting, billing and reporting knowledge Automotive media, Insertion Order, product/service usage reporting EDUCATION and/or EXPERIENCE: Bachelor's degree in business, Marketing, etc. required; other degrees considered with demonstrated ability to apply advanced skill in quantitative analysis. Minimum of 3 years related work experience required Digital marketing/agency experience required WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This description is intended to describe the type and level of work being performed by a person assigned to this position. It is NOT an exhaustive list of all duties and responsibilities required by a person so classified. The job may require additional hours beyond a traditional 40-hour workweek.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Training Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 2/23/26 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Posting Location: 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 17 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

is filled. We are looking for Sales professionals in the Dallas metro area to join our team. Successful candidates must be able to thrive in an environment that is fast paced and constantly changing. You must be an individual who is driven to maximize residential inbound sales inquiries into sales by demonstrating a good understanding of our services, evaluating customer needs and recommending the appropriate products and upgrades to ensure growth and retention of our customer base. Essential Duties/Responsibilities Provide customers with product and service information Build and maintain rapport with customers Be positive, confident, reliable, friendly and engaged during all calls Identify customer needs and resolve problems to inquiries regarding Billing and Sales Provide product sales opportunities and promotions Capture data, enter clearly and accurately Recognize, document and alert the supervisor of trends in customer calls Use customer service skills to appropriately satisfy and retain customers Utilize tools to check service availability; improve the rate of successful installation Set appropriate expectations regarding installation and service; reschedule installation appointments as needed Perform initial and periodic follow-up with customers to ensure satisfaction Other duties as assigned Job Requirements Call center experience preferred Must possess exemplary verbal, written and interpersonal communication skills Strong negotiation skills and a track record of telecommunication products is a plus Outstanding telephone and customer service etiquette Ability to work independently and be self-motivated Strong computer skills Ability to navigate through several applications simultaneously Knowledge of CSG & Sugar CRM a plus Keyboard and/or typing skills 30 wpm minimum Available to work some nights, weekends, and holidays required Equipment Requirements A dedicated and quiet workspace free from distractions A desktop or laptop computer with Windows 10 or newer and a minimum 1GHz processor and 1GB of RAM (or higher). NOTE: We do not allow Chromebooks, Surface Pros, or iPads. 2 monitors for desktops and laptops A camera/web camera Reliable internet connection with minimum speeds of 5-10 Mbps upload and 15 Mbps download, with access to a hardwired (Ethernet) connection rather than Wi-Fi, based on the systems we use. A mouse (if using a laptop) | Or a mouse & keyboard (if using a desktop) Headphones or a headset (will be provided upon request) Working Conditions Employee remains in the sitting position for prolonged hours. Employee is occasionally required to stand, walk, use hands to handle or feel objects, tools or controls; reach with hands and arms; talk and hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Working conditions may include being in an open (shared) cubicle/workspace area. Disclaimer This job description is not meant to be an all-inclusive statement of every duty and responsibility which will ever be required of an employee in this position, however, the employee will be held responsible for all duties assigned. Please feel free to review our Benefits at the following link: *****************************

Salem Surround, a digital agency within Salem Media Group, offers an exceptional opportunity for a highly experienced Client Success Specialist (CSS). The Client Success Specialist (CSS) is responsible for the day-to-day management, optimization, and reporting of digital marketing campaigns for Primary-tier accounts (under $5K/month). CSSs ensurecampaigns are launched accurately, monitored for performance, and optimized to deliver measurableclient results. While not client-facing, the CSS plays a critical role in campaign execution, reportingaccuracy, and partnership with sales and client enablement functions. CSSs work in regional pods to provide efficient and consistent service, ensuring a positive client experience that supports retentionand growth. Responsibilities * Manage campaign setup, trafficking, and optimization across assigned accounts, including SEM, display, social, video, email, and audio. * Monitor campaign performance daily/weekly, proactively flagging risks and opportunities. * Generate accurate reports and insights to support monthly client reviews led by sales or enablement teams. * Ensure campaigns are launched on time, with correct assets, targeting, budgets, and tracking. * Execute campaign adjustments, creative swaps, pacing adjustments, and budget reallocations as needed. * Collaborate closely with sales and internal enablement to understand client goals and align campaign execution. * Maintain vendor relationships and coordinate with Ad Ops or external partners for troubleshooting and fulfillment. * Participate in pod team meetings to share insights, resolve issues, and drive consistency across accounts. * Document campaign activity, optimizations, and performance notes in CRM/project management systems (e.g., Monday.com). Qualifications * 2-4 years experience in digital marketing, campaign management, or ad operations. * Strong knowledge of digital advertising platforms (Google Ads, Meta Ads, programmatic DSPs, email marketing, etc.). * Proficient in reporting and analytics, with ability to identify trends and optimization opportunities. * Detail-oriented with excellent organizational and time-management skills. * Experience with workflow/project management platforms (Monday.com, Freshdesk, TapClicks, Salesforce). * Strong problem-solving skills with ability to troubleshoot campaign issues and coordinate with vendors. * Effective collaborator with both technical and non-technical teams. Success Metrics * Campaign Accuracy: High percentage of campaigns launched correctly, with minimal errors or rework. * Optimization Impact: Campaigns consistently meet or exceed KPIs (CTR, CPL, CPM, etc.). * Reporting Quality: Reports are delivered on time, accurate, and insightful for client-facing teams. * Retention Support: Demonstrated impact on Primary-tier account retention and renewal rates. * Efficiency: Adherence to SLAs for campaign setup, optimizations, and troubleshooting. Benefits * Competitive pay structure based on experience * Health, dental, vision and life insurance * 401k retirement plan * Paid holidays and vacation time EEO Statement Come see how Salem is DIFFERENT and why we've been certified as a "Great Place To Work" and as a "Best and Brightest" equal opportunity employer.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Posting Location: 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 10 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Client Assurance Specialist Department: Perennials & Sutherland Sales Support Reports To: Vice President of Sales Operations and Client Experience ⸻ Perennials and Sutherland, LLC is one of the most iconic and respected names in luxury home furnishings, textiles, and accessories, exclusively serving the design trade. For over four decades, we have collaborated with the most talented creatives in the industry to produce truly exceptional products that elevate the environments where people live, work, and entertain. The Client Assurance Specialist is the brand's ambassador for excellence in service, ensuring our clients receive a luxury-level experience that reflects Perennials and Sutherland's commitment to quality. As the first point of contact for client issues, you will proactively manage cases, drive showroom accountability, and educate both staff and clients on our product's care and liability. In addition to client assurance responsibilities, this role will provide critical backup support to the cash application team, ensuring smooth financial operations when needed. This includes reviewing and processing orders and shipments, and serving as a final quality check to ensure accuracy and completeness. This role demands a solutions-oriented mindset, an exceptional sense of detail, and a passion for client delight. You will handle complex cases with poise and professionalism, champion internal education, and pivot seamlessly between client service and financial operations as needed. Key Responsibilities Act as the primary escalation point for client-related concerns brought forth by Sales Support staff or showroom teams. Oversee case management across Salesforce Service Cloud, ensuring timely, proactive, and thoughtful resolution of all support cases and RMAs. Monitor daily workflow, provide coaching and guidance to team members, and ensure all client interactions meet our standard of service excellence. Analyze case and return data to identify service trends and improvement opportunities; recommend adjustments to improve speed and accuracy. Collaborate with Sales Support, Operations, and Product Development to investigate and resolve complex issues, and define root causes of recurring concerns. Maintain accurate RMA records and ensure all category warranty orders are processed correctly and resolved promptly. Coordinate external warranty claims with shipping partners; initiate and manage call tags, documentation, and follow-through. Develop and maintain a reference library of product care, warranty, and quality standards documentation for internal and external use. Identify and cultivate vendor relationships for teak care programs and other service partnerships in key markets. Generate weekly and monthly reports on open cases, RMAs, and resolution metrics for management and stakeholders. Support continuous training and knowledge development for the broader support team on service best practices and product knowledge. Provide backup support to the Cash Application Team by reviewing shipments, validating order accuracy, and assisting with the integration of financial transactions. Demonstrate flexibility and a willingness to pivot between client assurance and accounting operations as needed to support seasonal priorities or internal coverage needs. Uphold the brand's high standards of professionalism, communication, and client care in all interactions. Other duties as assigned. Qualifications Minimum 3-5 years in client-facing roles such as sales support, account management, or customer service; experience with claims/case resolution and accounting processes preferred. Strong working knowledge of Salesforce (Service Cloud experience preferred). Exceptional organizational, analytical, and time management skills. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience working with order entry or ERP systems is a plus. Strong attention to detail and comfort working across both service and financial processes. Ability to stay calm under pressure, juggle multiple priorities, and solve problems independently. Commitment to providing a luxury-level, client-first experience both internally and externally. Ability to lead by example, and provide constructive coaching and peer support. Benefit Offerings Include: Paid Time off of 15 days per year, accrued bi-weekly Eight Sick Days Per Year (or state-defined plans) 10 Paid Holidays Medical, Dental and Vision Insurance, including HDHP with HSA 401k Retirement Plan with Bi-Weekly Company Match Paid Parental Leave Company Paid Life Insurance and Long-term Disability Insurance Voluntary Benefits of Short-term Disability, Supplemental Life/ADD, Critical Illness, Accident, Norton, Hospital Indemnity Employee Assistance Program To apply: go to ****************************************** Perennials and Sutherland participates in E-Verify and is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, age, national origin or ancestry, physical or mental disability, genetic information, military/veteran status or other characteristics protected by law. At Perennials and Sutherland, we believe our people are our greatest asset. Whether it is the executive offering visionary leadership or the client-facing professional delivering best-in-class service, our team thrives on collaboration, excellence, and creativity. We offer a workplace that celebrates individual contributions, fosters career growth, and encourages innovation. If you are a high-energy, detail-oriented professional who thrives in a team-first environment, we invite you to join us.

PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience. Responsibilities Provides a highly personalized onboarding experience for all Treasury Management clients. Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness. Collaborates with Treasury Sales to identify a prospect's need for new Treasury service set-up. Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage. Performs installation, system and file testing, and all onboarding support for the Treasury Management client. Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs. Supports new accounts opening and related processes including document management as needed for the Treasury Management client. Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required. Performs other duties as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Qualifications High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred. 1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred. Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email. Excellent verbal, written, and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. Must be available to travel locally to meetings (less than 10%).

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. Working as part of a team that manages a portfolio of new and existing accounts, the CRS serves as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth. Please note: Required working hours for the Client Experience department are 8:30 a.m. - 5:30 p.m. within your time zone. Note: AE Perkins is a holding company that supports three innovative operating entities: Ameriflex, Workforce Go, and Accresa. PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies): Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner. Own client issues from start to finish, ensuring resolutions meet or exceed client expectations (Intermediate). Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced). Proactive Client Support: Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service (Intermediate). Relationship Building and Retention: Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth (Intermediate). Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate). Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced). Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced). Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate). Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate). Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner). Requirements KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Service Orientation: Passion for delivering outstanding client service and maintaining a client-focused mindset (Advanced). Problem-Solving Skills: Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate). Communication Skills: Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism (Advanced). Organizational Skills and Multitasking: Strong organizational abilities, with a keen attention to detail and the capability to manage multiple tasks and high call and email volumes (Advanced). Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions (Intermediate). Technical Proficiency: Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently (Intermediate). Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization (Advanced). Team Collaboration: Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment (Intermediate). Compliance Awareness: Understanding of HIPAA regulations and other compliance requirements for handling sensitive information (Advanced). CREDENTIALS & EXPERIENCE: Education: Bachelor's Degree from an accredited institution required. Experience: 3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate). Experience in Benefits Administration preferred (Beginner). Technical Skills: Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate). Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner). Benefits NOTE: Starting pay for this position is set at $53,000.00 - $55,000.00 annually with additional bonus potential. BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more! PHYSICAL DEMANDS AND WORKING CONDITIONS: Work in an office environment; sustained posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.

Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies. Your Impact Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner. Assist the universities for adding students, deleting students, making any status changes, etc. Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. Group service ticket queue monitoring, tracking and completing (tickets within queue). Emergency adds of students who were left off original file, not been sent to us yet, etc. Processing and reconciling of payments received from the universities. Assist the carriers and TPA's with questions, such as dates and coverage periods. Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments. Assist accountant with monthly payments that are sent to carriers and schools. Successful Candidate Will Have Bachelor's Degree (preferred) Previous customer service and data entry experience preferred PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook Accounting or health insurance experience a plus Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Pay Rate: $17/hr + uncapped monthly bonuses Schedule(s): M-F 8am-5, 9am-6, 10am-7 Location: Onsite in Richardson, TX About DebtBlue At DebtBlue, we believe financial freedom starts with empathy, transparency, and knowledge. Our mission is to serve individuals and families across the country with compassion, integrity, and best-in-class guidance throughout their debt relief journey. As a company built on trust, our team of certified debt professionals is driven by a shared belief in prioritizing our clients above all else. We are here to advocate fiercely, educate clearly, and customize solutions to empower our clients with a path to a better financial future. Job Summary Client Success Specialist I is the primary source of contact for clients enrolled in our debt settlement program. The ideal candidate will motivate clients to graduate (complete the program) by listening to their needs and providing them with a positive experience. CSS resolves simple to complex client inquiries in a professional and courteous manner using detailed knowledge of program, systems, applications, and problem solving-decision making skills while adhering to company guidelines and Debt Blue Core Values. The Client Success Specialist will report to the Client Success Manager. Duties and Responsibilities Communicate thorough understanding of company products and consumer debt relief options to clients as necessary. Utilize Customer Relationship Management system (CRM) to assign and complete tasks. Notate client accounts in CRM with accurate and complete information to ensure exceptional communication between. employees and departments. Professionally handle incoming client requests and make monthly follow-up calls. Proactively address client needs via various communication channels. Complete outbound calls and annotate tasks. Other duties as required to support department operations. Requirements High School Diploma or GED (required). 1-2 years customer service experience. Skills Empathy and willingness to assist clients throughout their financial hardship. Problem solver with the ability to multitask using judgment and decision-making skills. Talent to compete in a fast-paced, high-energy environment. A stellar work ethic including a record of punctuality and good attendance. Proficiency in Microsoft Office, SharePoint and client service software, database, and tools. Bilingual (Spanish) is a plus. Benefits Paid Training & Certification. Comprehensive Health, Dental, and Vision Insurance. Paid Time Off (PTO) + Paid Holidays. 401(k) with Company Match. EEO Statement We, at DebtBlue.LLC, are an Equal Opportunity Employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected under applicable federal, state, or local laws. We encourage individuals from all backgrounds to apply.