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Medium 4.0
Service representative job in New York, NY
Brooklyn, NY / Arlington, Virginia, United States / Mississauga, ON / New Delhi / Sacramento, CA / Paris / Oakland, CA / Lyon / London, UK / Lisbon, Portugal
Customer Success - Customer Enablement /
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One of the large Asia/US eCommerce logistics companies is looking for a detail-oriented Customs Entry Specialist to support air import operations in the JFK / New York area. This role focuses on monitoring inbound shipments, preparing customs documentation, coordinating with carriers, and helping ensure cargo is released smoothly and on time. You'll work in a fast-paced environment handling compliance paperwork, checking commercial documents, and supporting the clearance process from start to finish. This is a strong opportunity for someone early in their customs brokerage career who wants to grow in international logistics.
Ideal background:
1-3 years in customs or trade compliance
Comfortable working under time pressure
Familiar with tariff classification and import documentation
Strong attention to detail and organization
Fluent in English and Mandarin
Apply today to be part of the great supporting team.
$43k-83k yearly est. 5d ago
Client Services Associate
Radium Search
Service representative job in Hauppauge, NY
Relationship Manager
Wealth Management | On-Site | Hauppauge, NY
Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.
This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.
This is a full-time, on-site W-2 position based in Hauppauge, NY.
Role Overview
The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.
This is a client-facing role that plays a critical part in both the firm's service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.
Key Responsibilities
Deliver white-glove service to clients with speed, accuracy, and professionalism
Prepare for client meetings and proposals with exceptional attention to detail
Draft and manage client communications via email, phone, and written correspondence
Participate in client meetings, document notes (with AI support), and manage follow-ups
Gather and organize information to support comprehensive financial planning
Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
Maintain meticulous CRM documentation of all client communications, tasks, and appointments
Assist with account maintenance, asset allocations, and quarterly reporting
Serve as the first line of response for client inquiries across email and phone
Build and deepen client relationships with empathy, connection, and professionalism
Partner with operations to proactively resolve custodial issues and escalate when appropriate
Adhere to all firm and industry supervisory and compliance requirements
Participate in firm meetings, training, client events, and continuing education
Support additional service-related responsibilities as required
Candidate Profile
Service-oriented with a genuine interest in caring for clients
Exceptionally organized, dependable, and detail-oriented
Calm, professional, and effective in a fast-paced environment
Process-driven with strong ownership and accountability
Excellent time management and multitasking capabilities
Comfortable using CRM and workflow tools (Salesforce preferred)
Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
3-5 years of experience in financial services (RIA experience strongly preferred)
Strong working knowledge of Schwab custodial operations
Open to learning and adopting new technology as systems evolve
Licensing & Education
Series 65 required
Bachelor's degree strongly preferred
CFP certification or desire to pursue
Strong understanding of client confidentiality and discretion
Clean U-4 and U-5 history
Reporting & Collaboration
Reports to: Lead Advisor
Functional Area: Client Success / Operations
Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers
Compensation & Benefits
Base Salary: $70,000 - $90,000
Bonus: Performance-based, tied to individual and firm objectives
Employment Type: Full-time W-2
Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
Career Development: Clear progression and professional growth opportunities
$70k-90k yearly 2d ago
Customer Account Specialist(Manufacturing)
Ajulia Executive Search
Service representative job in New York, NY
B2B
Cross-check invoices with purchase orders and delivery receipts.
Ensure pricing accuracy: Confirm unit prices, discounts, taxes, and totals match agreed terms.
Prepare bills of lading
Are you looking to make a career change to a stable company? This exciting opportunity offers a competitive salary plus an excellent benefits package including medical insurance, dental insurance, vision insurance and paid PTO.Does this position match your future career goals?Then this opportunity could be the right fit for you.
Why should you apply?
Growth Opportunities
Great Pay
Excellent Benefits
Responsibilities:
Keep records of customer interactions, process customer accounts and file documents.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Client Interaction: Act as the main point of contact for clients, addressing inquiries and resolving issues promptly to ensure customer satisfaction.
Order Management: Process orders accurately and coordinate with production and logistics teams to ensure timely delivery.
Communication: Maintain clear and effective communication with clients regarding product specifications, order status, and any changes or updates.
Documentation: Maintain accurate records of client interactions, transactions, and feedback for continuous improvement.
Acknowledging and resolving customer complaints.
Process purchase orders in accordance with company policies and timelines.
Validate bills of lading to ensure proper shipment documentation.
Coordinate with the traffic department to confirm logistics and resolve transportation issues.
Partner with buyers and sales reps to address customer inquiries and resolve discrepancies.
Maintain organized and up-to-date customer files and order records.
Qualifications:
High School Diploma.
2+ years of experience in billing, order management, or account support-ideally in food manufacturing or logistics.
B2B
Exceptional attention to detail, especially with financial and shipping documents.
Strong organizational and communication skills.
Proficiency in billing software and Microsoft Office Suite (Excel, Outlook, Word).
Ability to thrive in a fast-paced, cross-functional team environment.
Proficient in MS Office Suite
Strong leadership qualities
Ask for Jasleen
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Ajulia Executive Search is a search firm specializing in Manufacturing, Finance, IT, Legal and Pharmaceutical positions. This is a confidential search for one of our preferred clients. It is a direct hire position that includes competitive compensation and full comprehensive benefit package.
#ZR
$34k-45k yearly est. 4d ago
Workplace Experience Associate
Forrest Solutions 4.2
Service representative job in New York, NY
The Concierge / Client Experience Associate is a cross-functional, client-facing role responsible for supporting daily office operations and delivering an exceptional, white-glove experience to clients, guests, and internal teams. This position supports a single-floor office that regularly hosts senior leadership, high-profile clients, and royalty, requiring the highest level of professionalism, discretion, and hospitality.
The role demands flexibility, adaptability, and a service-first mindset. The ideal candidate thrives in a fast-paced environment, enjoys variety in their daily responsibilities, and consistently goes above and beyond to anticipate and accommodate client and guest needs.
Pay Rate: $25.00/hr
Shift: 8:00am - 5:00pm; 8:30am -5:30pm; Monday - Friday
Key Responsibilities
Client & Guest Experience
Serve as a brand advocate and ambassador in every interaction with clients, guests, vendors, and employees
Deliver a high-touch, hospitality-driven experience aligned with the expectations of senior and high-profile visitors
Welcome and greet guests, vendors, and employees; answer questions and escort them to conference rooms or waiting areas
Anticipate guest needs and respond promptly, professionally, and with discretion
Hold doors for incoming clients and vendors as needed
Register guests, issue visitor badges, and maintain strict adherence to building security protocols
Provide in-house beverage service, including coffee upon request
Maintain a pristine, professional Front of House reception area at all times
Conference & Meeting Support
Set up, reset, and break down conference rooms before and after meetings
Manage and monitor client and conference rooms during meetings, including cleanliness and readiness
Assist with meeting and conference room scheduling and maintain internal tracking tools
Support catering logistics, including assisting with setup, delivery, and service for meetings
Office Operations & Facilities Support
Replenish supplies in pantries, conference rooms, and client offices
Assist with submitting work orders via Building Engines for office-related issues and visitor access
Open and close work areas at scheduled times, ensuring full operational readiness
Track, order, and restock office supplies, snacks, beverages, and stationery
Assist with printing and basic IT support requests
Administrative & Project Support
Draft proposals and support documentation as needed
Assist with invoicing, reporting, filing projects, and form completion
Prepare shipping labels and coordinate FedEx packages
Assist with ordering business cards
Coordinate birthday cards, retirement gifts, and other employee recognition items
Support desk reservations and seating coordination during peak office periods
Communication & Process Improvement
Answer incoming phone calls professionally and route to appropriate parties
Screen calls and direct messages to ensure timely and accurate communication
Maintain a high level of communication with all levels of staff, clients, and stakeholders
Create and update procedures and protocols
Identify opportunities to improve service delivery, efficiency, and overall client experience
Additional Responsibilities
Assist with ordering lunches for internal and external meetings
Perform ad hoc administrative and office support duties as assigned
Support additional tasks and projects as determined by management
Qualifications & Attributes
Exceptional customer service and hospitality skills
Ability to operate with discretion, professionalism, and confidentiality
Strong organizational and multitasking abilities
Flexible, adaptable, and comfortable managing changing priorities
Professional appearance and demeanor at all times
Proactive, dependable, and detail-oriented
The ideal candidate:
Appreciates variety in daily work operations
Is highly service-oriented and consistently goes above and beyond to meet client needs
Demonstrates a strong commitment to delivering an elevated, hospitality-focused experience
Thrives in a cross-functional environment requiring flexibility and adaptability
Is comfortable supporting high-profile individuals and maintaining the highest service standards
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
$40k-55k yearly 16h ago
Client Success Specialist
Accelerated Global Solutions 4.5
Service representative job in New Hyde Park, NY
About Us
Accelerated Global Solutions (AGS) is a trusted leader in cross-border e-commerce logistics, ground transportation, warehousing, and customs brokerage. We connect global businesses with their customers by delivering efficient, reliable, and fully integrated freight solutions - from major ports to final destinations.
We're expanding our team and seeking a smart, organized, and client-obsessed Client Success Specialist who thrives in a fast-paced, logistics-driven environment and is passionate about delivering exceptional service to our clients worldwide.
Position Summary
As a Client Success Specialist at AGS, you will serve as a trusted day to day point of contact for our clients. This is a client-facing role built for someone who enjoys translating operational complexity into clean execution, owns communication end-to-end, and consistently delivers clarity, accountability, and results. You'll collaborate with operations, warehouse, and transportation teams to guarantee on-time, accurate deliveries and provide a top-tier customer experience from start to finish.
Key Responsibilities
Act as the primary operational point of contact for a portfolio of key AGS clients managing daily communication with customers via phone, email, and online portals.
Lead weekly or bi-weekly client calls, providing status updates, KPI trends, and project overviews.
Pull and organize weekly/monthly performance reports from various internal systems highlighting trends, anomalies, or opportunities.
Resolve issues and drive resolution across internal teams in a professional and proactive manner.
Coordinate with internal teams (operations, dispatch, customs, and warehouse) to meet customer expectations.
Help prepare client-facing decks or Quarterly Business Reviews.
Maintain accurate records of customer interactions and shipment documentation.
Support process improvements and identify opportunities to enhance service performance.
Handle escalations and ensure customer satisfaction through prompt and clear communication.
Qualifications
1-3 years of experience in customer service, preferably in logistics, freight forwarding, or e-commerce fulfillment.
Experience managing B2B clients.
Strong communication and problem-solving skills.
Proficiency in MS Office, Google Sheets, Tableau and logistics tracking systems (TMS/WMS experience a plus).
Detail-oriented, organized, and capable of managing multiple priorities.
Team player with a proactive attitude and ability to work under pressure.
Familiarity with tools like Motion, ClickUp, Slack, and Zendesk is a plus.
Knowledge of customs procedures or international shipping is an advantage.
Why Join AGS
Be part of a global logistics leader transforming e-commerce delivery.
Collaborative, fast-paced, and growth-oriented work culture.
Opportunities for career development and advancement.
Competitive pay, benefits, and performance incentives.
$42k-58k yearly est. 4d ago
Customer Experience Specialist
Lumen 3.4
Service representative job in New York, NY
Lumen is a leading health tech company empowering people to improve their metabolic health and lose weight sustainably, with revolutionary device-to-app technology that measures metabolism through a single breath.
Lumen helps 300,000+ people worldwide understand how their bodies respond to nutrition, sleep, exercise, and stress levels in real time. It provides individualized recommendations that prioritize high-impact habits to improve metabolism and help people reach their weight loss goals.
We are looking for a Customer Experience (CX) Specialist to play a key role in delivering exceptional support and building meaningful relationships with our customers in a fast-growing health-tech company.
Our CX team plays a critical role in ensuring a seamless customer journey, supporting users throughout their experience with our product, and helping them achieve their health goals with confidence and clarity.
As a CX Specialist, your focus will always be on providing empathetic, accurate, and timely support, while representing the voice of the customer internally and contributing to continuous improvement across our processes and customer experience.
This is an excellent opportunity to be part of a customer-centric team, work with cutting-edge technology, and grow your career in a mission-driven environment.
Responsibilities
Handle incoming customer inquiries via email and chat, providing accurate, clear, and timely assistance
Respond to customer reviews and feedback across multiple platforms in a professional and brand-aligned manner
Resolve customer issues efficiently, aiming for first-contact resolution whenever possible
Support order and account management, including memberships, cancellations, renewals, shipping, returns, and upsell opportunities in line with company policies
Perform basic product troubleshooting and explain results or app behavior clearly to customers
Identify, document, and escalate complex or high-priority issues to the relevant internal teams
Maintain high performance across key CX metrics, including response time, resolution rate, and CSAT
Actively contribute to improving processes, documentation, and the overall customer experience
What we're looking for
Excellent verbal and written communication skills in English
Proven experience in customer support or customer experience, preferably in a B2C environment
Strong ability to handle challenging conversations, de-escalate issues, and respond with empathy and professionalism
Comfortable working with ticketing systems and support tools (Salesforce experience is a strong advantage)
High attention to detail and commitment to accuracy in customer communication
Strong time-management and multitasking skills, with the ability to prioritize effectively in a fast-paced environment
Willingness to learn and understand our product, including basic technical and results-related concepts
Skills that will help you excel in this position
A customer-first mindset with a genuine passion for helping people
Strong problem-solving and analytical thinking skills
Ability to balance efficiency with quality and empathy
A team player who communicates clearly and collaborates effectively across teams
Comfortable working with KPIs and performance goals
Curious, proactive, and motivated to continuously improve
$29k-46k yearly est. 4d ago
Customer Service Representative
Insight Global
Service representative job in New York, NY
Title: Customer ServiceRepresentative
Duration: 4 month contract
The Customer ServiceRepresentative (CSR) will be responsible for contacting students who have been accepted into our charter school program and assisting them with the onboarding process for the new school year. This role requires excellent communication skills, attention to detail, and a commitment to providing exceptional service to our students and their families.
Key Responsibilities:
* Contact newly accepted students and their families to welcome them to the program.
* Provide detailed information about the onboarding process, including required documentation, important dates, and next steps.
* Answer any questions students and families may have about the program and the school.
* Assist with the completion and submission of necessary forms and paperwork.
* Coordinate with other departments to ensure a smooth onboarding experience.
* Maintain accurate records of all communications and interactions with students and families.
* Follow up with students and families to ensure all onboarding requirements are met.
* Address any concerns or issues that arise during the onboarding process in a timely and professional manner.
Required Skills & Experience
* High school diploma or equivalent; associate's or bachelor's degree preferred.
* Previous experience in customer service, preferably in an educational setting.
* Excellent verbal and written communication skills.
* Strong organizational and time management skills.
* Ability to work independently and as part of a team.
* Proficiency in Microsoft Office Suite and other relevant software.
* Bilingual skills are a plus.
$30k-39k yearly est. 3d ago
Customer Service Representative
Prokatchers LLC
Service representative job in New York, NY
Job Title : Customer ServiceRepresentative
Duration : 2+ months contract (Possible extension )
Education : High school degree
Shift Details : M-F schedule 9A-5P
Job Description:
• Assist all line of business (Medicaid/Medicare/MLTC/CHP/EP) in retaining current qualified members by following a strategic daily work schedule that includes am and pm hours, field locations as well as weekends.
• Maintaining daily Outreach and Renewal goals set through business needs to increase overall retention Enrollment and retention support.
• They are experts on the system and understand the NYSOH processes to quickly route members to the appropriate resolution and support.
• The Customer Success Specialist will work as a liaison to ensure proper processes are introduced and implemented such that the experience is enhanced.
$30k-39k yearly est. 2d ago
Customer Service Representative
Russell Tobin 4.1
Service representative job in Port Washington, NY
Russell Tobin's client is hiring a Customer ServiceRepresentative in Port Washington, NY
Employment Type: Contract
Pay rate:
English Speaker - $17.50
French Speaker - $20
Responsibilities:
Answer incoming calls and process customer orders.
Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly.
Resolve customer complaints while maintaining composure and professionalism.
Document customer interactions accurately and track call types.
Follow up with customers regarding order status, shipping, and stock availability.
Maintain support service levels consistent with Luxottica's standards.
Perform all other duties as assigned.
Requirements:
High school diploma or equivalent.
Minimum 1 year of experience in customer service, hospitality, or call center environments.
Excellent telephone etiquette and communication skills (verbal and written).
Strong PC skills including Microsoft Office (Word, Excel) and internet navigation.
Ability to prioritize tasks, manage time efficiently, and work well in a team environment.
Demonstrated listening and comprehension skills.
Nice to have:
Higher education degree.
Experience using SAP.
Knowledge of optical products and industry terminology.
Bilingual in French.
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
$31k-37k yearly est. 2d ago
Industrial Customer Service Supervisor
Xecutive Recruitment Inc.
Service representative job in Stamford, CT
This leadership role oversees a frontline customer support team responsible for managing inbound customer interactions, order processing, and service-related requests. The Customer Service Team Lead ensures consistent service quality, operational discipline, and team performance while partnering closely with internal departments to support revenue, fulfillment, and customer retention objectives.
The position blends people leadership, operational oversight, and customer advocacy in a fast-moving, metrics-driven environment.
Core Duties
Lead daily workflow and activity management for a team of customer-facing representatives.
Coach, develop, and hold team members accountable to service expectations, quality standards, and response-time goals.
Oversee incoming communication channels, ensuring prompt and professional handling of customer inquiries and requests.
Maintain accurate records of customer interactions, transactions, and follow-ups within internal systems.
Coordinate with cross-functional partners to ensure smooth execution of orders, timely quotations, and issue resolution.
Review performance data and service metrics to identify trends, gaps, and improvement opportunities.
Address escalated customer concerns and support resolution efforts to maintain strong client relationships.
Facilitate onboarding and ongoing training for new and existing team members.
Identify and implement process enhancements that improve efficiency and customer experience.
Ensure adherence to all workplace safety standards and operational policies.
Support sales-related administrative activities, including order entry and quote support.
Manage corrective actions related to customer feedback or service discrepancies.
Perform additional responsibilities as assigned.
Leadership & Professional Competencies
Strong ability to lead, motivate, and influence teams toward measurable results.
Customer-focused mindset with sound judgment in problem-solving and decision-making.
Ability to balance independent decision-making with collaboration across departments.
Effective communicator with a professional, confident presence in written and verbal interactions.
Comfortable managing priorities in a high-volume, deadline-driven environment.
Demonstrated capability to navigate challenging customer situations calmly and professionally.
Technical curiosity and aptitude to understand product specifications, documentation, and usage.
Proven experience managing people and driving accountability.
Required Background
Several years of experience in a customer-facing support or service role within a business-to-business setting.
Prior experience in a supervisory, lead, or team management capacity.
Hands-on experience working with customer management and enterprise systems.
Track record of managing multiple priorities in fast-paced operational environments.
Proficiency with common business software tools.
Flexibility to support varying schedules and operational needs.
Dependable transportation.
Preferred Experience
Exposure to operational, manufacturing, or distribution-based environments.
$38k-57k yearly est. 16h ago
EDI Wholesale Operations and Customer Service Associate
Fourth Floor 3.6
Service representative job in New York, NY
Our Client, A luxury fashion brand, is seeking an EDI Operations Associate to join the team. This role will report in the Director of Logistics and Customer Service while supporting the all-department members of Customer Service.
Responsibilities:
Primary contact for several accounts including Wholesale (Department Stores and Specialty Boutiques), Corporate Retail and Ecommerce.
Ensure timely follow through and problem solving
Update and analyze business reports
Prepayments invoices
Entering (manually and upload) and transmitting orders for all brand sales lines
Manage EDI Catalog (UPC - NRF Color code)
Match EDI orders with initial orders and communicate with buyers
Maintain records of EDI compliance with customer approvals/waivers
Report POs in progress
Analyze daily inbounds and proactively release shipments
Monitor stock levels using the logistics report to prepare the allocations)
Run, analyze and distribute shipping reports to inform the Sales departments about the allocations shipped
Process customer invoicing using the system
Work with accounts receivable to coordinate shipping with payments (pre-payment customers)
Requirements:
Associate's Degree or higher
Minimum 3 years' experience in a similar role
Advanced Excel and Analytical skills are required (using pivot and VLOOKUP is mandatory)
EDI knowledge and experience required
Exceptional organizational skills, high attention to detail and reliable work ethic
Efficient communication and reporting skills
Must be able to multitask in a high-paced work environment
Comfortable working extended hours and weekends during busy seasons
Please submit your resume for consideration.
You can use ****************** to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
$28k-34k yearly est. 1d ago
Online Customer Service Representative
London Jewelers 3.5
Service representative job in Glen Head, NY
London Jewelers is a premier jewelry business, family owned and operated for over 95 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are seeking a dedicated online customer service, brand relationship representative to manage customer interactions and provide support for our products and services. The ideal candidate will handle inquiries and tracking, resolve complaints, and ensure customer satisfaction.
Responsibilities:
Respond to customer inquiries via phone, email, and chat
Track customer inquiries through multiple websites and through entire lifecycle of customer's request
Add products and update content on London Jewelers website
Maintain Brand pages on London Jewelers website updating banners, products and information
Daily price and inventory updates on our website
Resolve customer complaints in a professional manner
Process orders, returns, and exchanges
Track monthly store traffic report
Daily cash report
Routine testing of functionality of website, content images displayed correctly, links live, and add to cart active
Provide product and service information and guidance
Maintain appointment requests for store locations
Document and update customer records based on interactions
Follow up and track with customers and the store to ensure their issues are resolved
Stay updated on product knowledge and company policies
Follow daily task check list
Maintain a positive and empathetic attitude toward customers
Qualifications/Experience:
Proven experience as a customer servicerepresentative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
$25 hourly 16h ago
Client Experience Specialist
QED National 4.6
Service representative job in New York, NY
Client Experience Specialist Contract Pay Rate: $55-$60/hr The Innovation Specialist will drive innovation and enhance client experience by implementing cutting-edge solutions and fostering a
client-centric approach. This role involves identifying and integrating new technologies and methodologies, developing strong relationships with clients, and regularly reviewing and assessing processes, tools, and services.
Key duties include:
* Innovation & Technology Integration: Identify and integrate new technologies and methodologies to enhance client experience and operational efficiency.
* Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs and expectations are met.
* Process Improvement: Regularly review and assess processes, tools, and services to identify areas for improvement and implement innovative solutions.
* Project Management: Lead and manage innovation projects, ensuring timely delivery and alignment with organizational goals.
* Collaboration: Work closely with cross-functional teams to facilitate the smooth execution of innovation-related tasks and projects.
* Documentation & Reporting: Maintain thorough documentation of innovation initiatives and provide regular updates to stakeholders.
MINIMUM REQUIREMENTS:
Experience:
* 5+ years of experience in innovation and client experience.
* 5+ years of experience in customer service and client-facing roles.
Skills:
* Excellent communication skills, able to convey technical issues to non-technical audiences.
* Proficiency with innovation tools and technologies.
* Strong communication skills.
* Detail-oriented with a focus on process and quality.
About Seneca Resources:
Seneca Resources is a client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Virginia, Alabama, Georgia, North Carolina and New York that service clients throughout the United States. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.
$55-60 hourly 60d+ ago
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Jpmorgan Chase & Co 4.8
Service representative job in New York, NY
JobID: 210698588 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $31.25-$42.79; New York, NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
$81k-117k yearly est. Auto-Apply 4d ago
Client Strategy Specialist - Ascendancy
Infinity 4.5
Service representative job in New York, NY
Client Strategy Specialist
Title: Client Strategy Specialist
Compensation: $80,000 - $120,000
Commitment: Full-time
Benefits: Health, Dental, Vision, and Insurance Coverage
Bonus: $10,000 annual bonus potential based on team and individual performance metrics
Growth Opportunity: if successful in this role, you will have the opportunity to be promoted to Partner
Equity: Yes
Mission
As a Client Strategy Specialist, you'll be at the heart of our most important work, collaborating hand-in-hand with a Senior Strategist to ensure execution is seamless and high-impact. You'll be the first to access and leverage cutting edge AI network mapping technology while getting a masterclass in providing white-glove service as well as high-profile networking. You'll meet and work with leaders at some of the world's fastest growing AI companies. This role is built for acceleration. In time, you'll step into managing your own accounts - driving delivery, building executive partnerships, and evolving the future of our service. It's a launchpad into client leadership, with direct mentorship and the freedom to carve your own path.
What You'll Do
Keep client goals, projects, and deliverables on track
Capture meeting updates and translate them into clear tasks
Research and surface prospective advisors, partners, and media contacts
Draft outreach, manage CRM records, and maintain dashboards/KPIs
Produce high-touch client experiences, from exclusive dinners to summits
Keep data and documentation accurate while suggesting ways to improve processes
Grow into owning strategy and execution for your own client accounts
What We're Looking For
2-5 years of experience in a client-facing, fast-paced role
Outstanding organizational and communication skills with strong attention to detail and follow-through
Growth mindset and comfort working in fast-paced entrepreneurial environments
Curiosity about AI, enterprise technology, and the startup ecosystem
High emotional intelligence and a collaborative, service-oriented mentality
What Success Looks Like
Client Satisfaction - Clients feel supported, heard, and consistently impressed by the quality of your work
Project Success - Projects land on time, details are right, and communication is clear every step of the way
Outcomes Driven - You turn client needs and big ideas into clear actions that deliver measurable results
Client Ownership - Building trusted relationships, driving delivery, and serving as Client's go-to partner
Why Join Us
Our leadership has built multi-billion dollar businesses and worked with clients like OpenAI and Microsoft. Ascendancy is well funded, growing revenue, and on a clear path to $6M+ ARR in 2026. It is a rare opportunity to work in a high-growth start-up that's relatively low-risk with huge upside and responsibility. Your work will sit at the intersection of strategy and execution - making this one of the fastest ways to accelerate your career in tech and client leadership.
$40k-56k yearly est. Auto-Apply 60d+ ago
Private Client Specialist I - New York, NY
TD Bank 4.5
Service representative job in New York, NY
New York, New York, United States of America **Hours:** 40 **Pay Details:** $56,160 - $83,720 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
**Depth and Scope:**
+ Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
+ Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
+ Handles complex financial transactions where products and services are highly competitive
+ Is competent using financial planning software
+ May act as a subject matter expert to Sales Support team
+ Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
+ Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
+ Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
+ May act as primary contact for client relationships with regards to portfolio information and basic financial planning
+ May resolve more difficult Client issues, problems, and requests
+ Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
+ Executes in a manner that is compliant with regulations, policies, and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
+ Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
+ Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
+ Represents TD Wealth to the public in a professional manner
+ Is involved in your community and supports TDBG charity and community initiatives
+ Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
+ Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
+ Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
+ Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
+ Completes all applicable specialized training
+ Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
+ Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
+ Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
+ Keeps others on the team informed about status of account administration, retention, and projects
+ Completes assigned administrative/Client service tasks within policy and operating procedures
+ Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
**Education and Experience:**
+ Bachelor degree preferred
+ Internal candidates: 3+ years of experience working with TD's client platforms required
+ Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
+ Knowledge of investments, banking and credit products preferred
+ A self-starter, ability to work with minimal supervision
+ Ability to excel at administration and be exceptionally well organized
+ Demonstrates considerable initiative in providing a high level of organization
+ Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
+ Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
+ Demonstrates ability to manage multiple responsibilities and timelines
+ Proven track record of delivering results and executing with excellence
+ Excellent written and verbal communication skills
+ Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$56.2k-83.7k yearly 60d+ ago
Trust Client Specialist
First Horizon Corp 3.9
Service representative job in Brentwood, NY
The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals.
Specific Duties included:
* Daily and weekly cash movement between Trust and DDA's for clients
* Research and Notify appropriate parties of Class Actions
* Coordinating directed trades (purchase and sells) with Trust Portfolio Manager.
* Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance
* Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs.
* Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank.
* Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request
* Initiate entries to pay bills for Trust clients
* Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose
* Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution
* Follow procedures for opening and closing Trust Accounts
* Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets)
* Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis
* Preparing court accountings and other documents in a timely manner
* Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file
* Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer
Education and/or Work Experience Requirements:
* Ability to operate a PC
* Proficiency in Microsoft Office applications (Word and Excel) a must
* Preferred Trust/Securities and processing experience
* Must be highly detailed oriented
* Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision
* Must have good oral & written skills and ability to communicate well with clients & co-workers
* The ability to work as a team member
* Must be highly service oriented
* Hours: MONDAY - FRIDAY 8AM - 5PM
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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How much does a service representative earn in Islip, NY?
The average service representative in Islip, NY earns between $27,000 and $67,000 annually. This compares to the national average service representative range of $24,000 to $45,000.
Average service representative salary in Islip, NY
$42,000
What are the biggest employers of Service Representatives in Islip, NY?
The biggest employers of Service Representatives in Islip, NY are: