Client Service Associate - Financial Services
Service representative job in Minneapolis, MN
Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Requirements:
Responsibilities include, but are not limited to:
Serve as the primary contact for client service needs, ensuring clear, timely communication.
Process new business and manage paperwork for investments, insurance, and alternative assets.
Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
Gather and organize financial and insurance data to support planning and underwriting.
Ensure accurate recordkeeping and support regulatory compliance in all workflows.
Provide high-level support to advisors by anticipating needs and keeping client processes on track.
Expectations:
Previous financial advisory services or similar experience required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
2+ years of experience with Salesforce
Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc.
Must be a self-starter and goal-oriented requirements: Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PI2c727bf53d7e-37***********4
Customer Service Representative
Service representative job in Edina, MN
Title: Customer Service Representative
Schedule: Hours can be either Monday-Friday 8am-4:30pm OR
Monday-Thursday 7:45am-5pm and Friday 7:45am-12:30pm
Pay: $27/hr plus commission
We're looking for a proactive and empathetic individual to join our team during our busiest season. This role involves managing a high volume of customer interactions-primarily via email (80%) and phone (20%)-to support order inquiries, especially for school-related orders which are currently experiencing a 2-3 week delay. The ideal candidate will be a strong communicator who can listen, let customers vent, and respond with patience and professionalism.
Key Responsibilities:
Respond to 50-75 customer emails daily through Salesforce, along with incoming calls.
Provide updates on order timelines and manage expectations with empathy.
Assist with new parts orders, ranging from hardware to furniture and carpet kits.
Collaborate occasionally with logistics, production, and installers for warranty-related issues.
Handle paperwork efficiently in a document-heavy environment.
What We're Looking For:
Customer service experience
A go-getter who asks the right questions and takes initiative.
Strong customer service skills with the ability to think outside the box.
Someone who thrives in a fast-paced, high-volume setting.
A team player who's comfortable working independently and asking for help when needed.
Customer Experience Specialist
Service representative job in Minneapolis, MN
Customer Experience Specialist (Nights & Weekends)
Remote after training | Monthly onsite visit required
Pay: $21.50
Temp to hire, full time 40 hours
Are you someone who thrives on solving problems, creating seamless experiences, and building meaningful customer relationships? We're looking for a Customer Experience Specialist to join our team and be the voice our customers trust-especially when it matters most.
This role is ideal for someone who enjoys working independently during off-peak hours while still being part of a collaborative, high-performing team. After training, the position is remote with the expectation of one onsite visit per month.
🌟 What You'll Be Doing
Customer Service Excellence
Build strong, trust-based relationships by understanding customer needs and delivering tailored solutions.
Communicate proactively with customers, carriers, suppliers, and internal teams to ensure smooth operations.
Handle challenging conversations with professionalism and empathy.
Provide timely updates and manage exceptions with a solution-oriented mindset.
Monitor service quality, identify issues, and implement improvements.
Analyze customer data and KPIs to drive performance and accuracy.
Support pricing strategies and identify opportunities to grow business through customer insights.
Process Optimization
Use tools and best practices to streamline workflows and reduce manual tasks.
Ensure consistency across the network by following and improving SOPs.
Leverage data to identify service gaps and implement enhancements.
Collaborate with internal teams to ensure processes are efficient and scalable.
Operational Execution
Track orders using technology and take corrective action when needed.
Execute customer-specific workflows and SOPs to deliver cost-effective solutions.
Resolve issues quickly and offer alternative options to maintain service excellence.
Partner with operations teams to standardize and improve task execution.
Take ownership of your responsibilities and deliver results that exceed expectations.
🎯 What We're Looking For
A proactive communicator with a customer-first mindset.
A problem-solver who thrives in a fast-paced, collaborative environment.
Someone who embraces technology and data to drive decisions.
A team player who takes initiative and follows through.
If you're ready to make a meaningful impact and grow your career in a dynamic, customer-focused environment-apply today!
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Technician
Service representative job in Bloomington, MN
Akkodis is seeking a Customer Service Technician for a Contract position with a client located in Bloomington, MN. Ideally looking for applicants to have a solid background in manufacturing and dispatching.
Pay Range: $22-25/hr. The rate may be negotiated based on experience, education, geographic locations and other factors.
Job Overview:
We are seeking experienced Customer Service Technician familiar with overseeing dispatching Tasks. This job is fit for you if you come in with experience into customer support and dispatching technicians.
If you are interested in this Customer Service Technician job in Bloomington, MN, then please click APPLY NOW. For other opportunities available at Akkodis go to ****************** you have questions about the position, please contact Vaneesh Prashar at ************.
Equal Opportunity Employer/Veterans/Disabled
Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State or local law; and Holiday pay upon meeting eligibility criteria.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ************************************************
The Company will consider qualified applicants with arrest and conviction records.
Customer Experience & Order Solutions Specialist
Service representative job in Minneapolis, MN
Customer Experience & Order Specialist
Schedule: Monday-Friday, 8:00 AM - 5:00 PM
Pay: $21-$23/hr (DOE)
About the Role
We're looking for a Customer Service Specialist who thrives in a fast-paced environment and enjoys delivering exceptional service. This unique position combines E-Commerce Customer Support with Order Management responsibilities, offering variety and growth for someone who loves helping customers and solving problems.
What You'll Do
Customer Support:
Respond to inquiries via Zendesk, email, chat, and phone with professionalism and care.
Provide order details, assist with product questions, and resolve complaints promptly.
Track shipments and communicate with carriers to ensure timely delivery.
Process returns, issue refunds, and provide shipping labels.
Order Management:
Receive and process customer orders via phone, email, and fax.
Accurately enter orders into systems, confirm details, and ensure compliance with policies.
Prepare sample packets and product information for customers and events.
Generate freight quotes and coordinate shipping logistics.
Collaboration & Reporting:
Document interactions and resolutions in CRM systems.
Communicate trends, issues, and improvement ideas to management.
Assist with special projects and maintain organized records.
What We're Looking For
Experience:
2+ years of customer service experience (B2C preferred).
E-commerce experience and familiarity with Zendesk a plus.
Knowledge of CRM systems (ACT! or similar) is a plus.
Skills:
Strong written and verbal communication skills.
Proficient in Microsoft Office.
Ability to multitask and manage priorities effectively.
Solution-oriented problem-solving mindset.
Other Requirements:
High school diploma or GED.
Comfortable working in-office (and okay with dogs in the workplace!).
Why Join Us?
Competitive pay and consistent weekday schedule.
Opportunity to work on diverse tasks across customer service and order management.
Collaborative team environment with room for growth.
Ready to make an impact? Apply today and help us deliver exceptional service to our customers!
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Client Associate (Seasonal)
Service representative job in Minnetonka, MN
TravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life-plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.
JOB OVERVIEW
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
ROLES AND RESPONSIBILITIES
Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
Adhere to client service standards and company policies and procedures
Foster a friendly, open and inviting environment for all in-store guests
Foster a work environment focused on teamwork and productivity
Maintain store cleanliness and organization, including front of house and stock space
TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)
Proficient in Microsoft Applications
Proficient in point-of-sale (POS) systems
Strong written and verbal communication skills
Ability to make decisions independently, or escalate when applicable
Ability to work non-traditional hours; weekends, evenings and holidays
EDUCATION AND EXPERIENCE
Minimum 1-year experience in a client services related capacity
PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)
Work is performed in a retail environment / store
Walk, sit, stand, bend, reach and move continually during working hours
PAY Per Hour: $16.00
If your experience is close to what we're looking for, please consider applying! Experience comes in many forms - skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
TravisMathew is an Equal Employment Opportunity
Senior Seamer Service Representative
Service representative job in Minneapolis, MN
Global Fortune 500 packaging manufacturer has an immediate opening for a Seamer Service Technician in the North American Beverage Division. This individual is a key member of the Technical Services Team who supports various customer-filling operations. Position accountabilities include the following:
Act as the key interface between the Company and the customer in trouble-shooting problems associated with the Company's final product and the customer's filling processes.
Support the customer in areas such as equipment audits, rework of the final filled products, overhauls and equipment conversion.
Interact with other members of the Company's Sales Team to develop strategies, resolve problems and implement solutions to support the customer.
Provide double-seaming training for customers.
Requirements for this position would include the following:
High school diploma or equivalent required. Associate degrees or technical school certificate in a mechanical related discipline a plus
Working knowledge of Beverage Can Seamers (specifically Angelus, Pneumatic Scale and Continental)
Working knowledge of Beverage Fillers Equipment (Crown, H&K, Cemco, etc.).
Proven mechanical skills including the ability to use gauges, dial calipers, micrometers and other related instruments.
Strong PC skills including a working knowledge of Microsoft Office (Word, Excel, Access, Outlook and Power Point)
Effective communication skills, both verbal and written as well as proven presentation skills.
Ability to clearly and effectively interact with customers on a variety of levels.
Ability to identify a final packaged product that is not working or defective, troubleshoot the potential causes, and incorporate a solution for effectively resolving the problem.
Ability to work overtime during the week and week-ends based on customer needs.
Ability to travel (car and/or plane) up to 70% of the time. This will include some international travel to Canada
Client Specialist
Service representative job in Minneapolis, MN
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
Deliver quality protein smoothies and customer service in the Fuel Bar
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
Customer Service:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
Inbound Sales Representative - SaaS
Service representative job in Minneapolis, MN
INSPECTORIO is a supplier compliance verification platform that brings transparency to the global supply chain. The INSPECTORIO platform has pioneered the use of mobile technologies that streamline the quality inspection process and increases accountability of the different actors in the supply chain. Backed by Target and Techstars, INSPECTORIO is looking for team members that are ready to disrupt an entire industry.
Job Description
• Develop new business via telephone and mass communication such as email and social media to identify appropriate clients within the target market.
• Follow up on leads and conduct research to identify potential prospects.
• Perform lead generation follow-ups via email and telephone to convert them into new clients
• Build and cultivate prospect relationships by initiating communications and conducting follow-up communications to move opportunities through the sales funnel until the final sale.
• Develop and grow the sales pipeline to consistently meet revenue goals.
• Manage data for new and prospective clients in HUBSPOT, ensuring all communications are logged, information is accurate and documents are attached.
• Prepare and analyze sales pipeline reports and dashboards.
Qualifications
• Associate's degree
• 3+ years of experience
• Detail oriented, with proven organizational and logical thinking skills.
• Positive attitude.
• Strong Communication Skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Client Success Renewals Specialist
Service representative job in Saint Paul, MN
Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives.
Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients:
+ Accelerate the drug development cycle
+ Assess competition and bring the right drugs to market
+ Make data driven commercial and financial decisions
+ Match and recruit patients for clinical trials
+ Identify and address barriers to therapies
Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs.
**The Role:**
The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients.
**Responsibilities:**
Renewals Management
- Manage Digital Segment client contract renewals occurring on a yearly or multi year basis
- Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature
- Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle
- Document and report to leadership renewal progress throughout the renewal cycle
Client Support and Data Management
- Lead Digital Segment clients through onboarding and adoption of licensed solutions
- Support client with the submission, monitoring, and ensuring resolution of Customer Support and Data Verification tickets
- Escalate urgent client issues using MMIT Client Escalation Pathway
- Collaborate with internal partners to address client questions required for completion of requests
- Prepare standard data extracts from MMIT applications as needed
- Collaborate with Sales Operations to maintain CS dashboards and reports
- Effective collaboration with internal and external stakeholders
Account Planning & Strategy Support
- Generate and summarize client data to support internal account health and planning discussions
- Create client facing engagement reports (utilization metrics, engagement summary, etc.)
- Prepare engagement summary metrics for client meeting and Executive Business Reviews
General Client Success Support
- Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.)
- Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.)
- Review client facing deliverables and configuration settings to ensure alignment with client needs
- Regularly review and maintain client user lists and access to MMIT solutions
- Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets)
- Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables
- Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience
**Qualifications:**
- 1-3+ years experience in life sciences
- 2-4 years experience in customer support or client management
- Previous experience reviewing legal documents/contracts
- Ability to work independently and drive projects from start to finish in a fast paced environment
- Highly collaborative, team oriented, and comfortable leading cross-functional projects
- Excellent writing and communication skills for both internal and external audiences
- Passion for continual learning and highly motivated
- Strong empathy for customers AND passion for retention and growth
- Analytical and process-oriented mindset
- Highly detailed oriented
- Demonstrated desire for continuous learning and improvement
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
- Medical and Prescription Drug Benefits
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
- Dental & Vision Benefits
- Basic Life and AD&D Benefits
- 401k Retirement Plan with Company Match
- Company Paid Short & Long-Term Disability
- Paid Parental Leave
- Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
Senior Client Portfolio Specialist
Service representative job in Minneapolis, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.
Key Accountabilities
Management of Investment Portfolios:
Provide ongoing oversight of assigned Old National Wealth Management accounts.
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
Manage account liquidity for ongoing cash demands and distributions.
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
Subject Matter Expertise:
Comprehensive understanding of different strategy types.
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
Effective Communication
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Operational Efficiency:
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.
Key Competencies for Position
Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models.
Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists.
Qualifications and Education Requirements
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
Minimum 4 years of related industry/work experience.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
Auto-ApplyCustomer Delivery Representative
Service representative job in Saint Paul, MN
With a purpose
to make tomorrow a little bit better than today for each other, our customers, and our communities
,
Ascentek provides an environment where you can love what you do and be your best every day.
What you will enjoy by being a part of a 2024 USA Great Place to Work certified company:
A position that is: Hourly, Full-time, Mon-Fri
Medical Plan options, including fertility coverage and free mental health and telehealth coverage
Dental and Vision Insurance
FSA/HSA options
Paid parental leave
Company-provided short-term disability, long-term disability, and life insurance
Supplemental Insurances, including accident, critical illness, hospital, and supplemental life insurance
401(k) with a generous company match
Pet Insurance Benefits
Tuition reimbursement
21 Paid Days Off
7 Paid Holidays
Profit Sharing accelerated by YOUR performance
Stylish company provided uniforms and personal protective equipment
Deliver locally and be home every night!
Paid comprehensive on-the-job training
A well-maintained fleet, with an average truck year of 2020
The CDL Driver / Customer Delivery Representative will professionally operate equipment to deliver product to the customer in a cost efficient, safe, courteous, timely manner. The Customer Delivery Representative is involved in customer service issues, ensuring the delivery meets the customer's needs. This position will manage the security and quality of Ascentek materials while loading and unloading of trucks and delivering to customers.
Own your safety. Support safety culture with everything you do in your daily work.
Provide excellent customer service on behalf of Ascentek.
Build relationships with customers through friendly attitude when delivering.
Maintain DOT requirements and Medical Card.
Safely transport, unload, and deliver accurate and quality bulk and package and equipment to customers on-time. (Up to 30% overnight travel occurs)
Communicate with dispatch, customer service and salesmen daily to apprise them of deliveries and understand customer needs.
Comply with DOT hours of service rules and maintain truck operation in full compliance with DOT regulations.
Maintain interior cleanliness of truck along with delivery system equipment to maintain a highly reliable, professional-looking delivery vehicle.
Use handheld electronics and applications to track deliveries to multiple customer sites daily, maintain ELD, utilize Samsara forward and driver facing camera system.
Verify documents are complete and submitted at the end of every shift.
Proactively communicate with Driver Managers/Dispatch on improvement opportunities in the field to make tomorrow a little bit better than today.
Experience/Training:
Meets all DOT qualifications in accordance with the Federal Motor Carriers Safety Regulations, Title 49 Code of Federal Regulations.
No more than 3 moving violations in the last 36 months or 2 in the last 12 months
No DWI or DUI in the past 5 years
No Key crashes in the past 12 months or no more than one key crash in the past 36 Months. Key crashes include but are not limited to: rear end, lane change, intersecting and or loss of control.
Prefer 2 years driving experience within the last 5 years and excellent customer service skills.
Licenses/Certificates:
Class A license; HAZMAT, Tanker, and Air Brake endorsement and Medical Card.
High school diploma/GED equivalent
Knowledge, Skills, and Abilities:
Excellent verbal communication skills.
Professional and courteous with all internal and external customers.
Attention to detail when unloading, completing paperwork, and digital logs.
Expertise in DOT regulations and compliance.
Physical demands: Must be able to sit, walk, twist, squat, recline, climb, kneel, grasp, push, pull, reach, repetitive motion.
This is a physical job requiring frequent walking, and the ability to get in and out of the truck several times a day. The employee must have the ability to perform basic math-including addition, subtraction, multiplication, division, and fractions. This position requires the ability to operate a lift gate and barrel dolly when required. The ability to safely move packaged goods weighing up to 75 pounds and 30 - 55-gallon drums-weighing up to 500 lbs. The mental and physical requirements described here are the representative of those that must be met by an individual to successfully perform the essential functions of this position. Other equipment that may be utilized are electric pallet jacks, lift gates, and other PIT as needed.
Mental Demands: Comprehend and follow instructions, perform assigned tasks, maintain an appropriate work pace, perform complex or varied tasks, relate to others, influence people, make decisions, direct, control, plan, interact with public or coworkers in written form, communicate orally, etc.
Environmental demands: Extreme cold or heat, noise, vibration, exposure to (dust/ gas/ fumes/steam/chemicals), work outdoors, work at heights, working around moving machinery, walking on uneven ground, PPE required, etc.
This position requires the driver to be in attendance during the entire process working in various weather conditions while loading and unloading the truck along with making deliveries. Exposed to various chemical and fluids. The work environment characteristics described here are representative of those an individual encounters while performing the essential functions of this position.
The anticipated hiring range for the role you are applying for is between $23.52 and $29.95 hourly. This anticipated hiring range is based on several factors, and subject to increase based on the below:
Experience and qualifications: The depth of relevant experience and specific skills you bring to the position.
Education and certifications: Any additional qualifications that enhance your ability to succeed in the role.
Market and industry benchmarks: We compare compensation packages with industry standards to ensure we are competitive.
Internal equity: We strive to maintain pay equity across the organization to ensure fairness for all teammates performing similar work.
At Ascentek, we are committed to providing accurate and up-to-date information about our career opportunities. For the most accurate job descriptions, salary details, and benefit information, we encourage you to visit our official careers page at **********************************
Ascentek is an Equal Employment Opportunity/Affirmative Action Employer. Qualified applicants including women, minorities, veterans, and individuals with disabilities are encouraged to apply.
Hospitality Guest Experience Specialist
Service representative job in Saint Paul, MN
Job DescriptionBenefits:
Company parties
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Join the Spa Team Everyone's Talking About
Woodhouse Spa Woodbury Lakes
Voted
Americas Best Day Spa
by American Spa + Woodbury Magazine
Looking for a place where your vibe, voice, and attention to detail actually matter? Where you get to make someones dayevery day?
Were hiring Full-Time and Part-Time Spa Concierge team members who are all about great energy, amazing service, and a little everyday magic.
What Youll Be Doing:
As our Spa Concierge, youre the first smile guests see and the calm energy they feel. Youll help create a one-of-a-kind experience thats thoughtful, seamless, and totally relaxing.
Heres what your days might look like:
Welcoming guests with warmth and style
Making check-ins smooth and special
Setting the vibelighting, music, scent, and smiles
Answering calls like a pro (always with a great attitude)
Remembering the little thingslike their favorite drink or birthday
Supporting the team and keeping everything running like clockwork
What Makes Woodhouse Different?
We train you in The Woodhouse Wayour signature approach to luxury + careso you feel confident and supported from day one. This is more than a front desk jobits a front-row seat to a feel-good, people-first culture.
Perks & Benefits:
Competitive pay + incentives
Paid vacation + healthcare (for full-time)
Discounts on spa services + products (yes, please)
Paid training
Gorgeous, state-of-the-art workspace
Team that feels like family
If youre someone who brings the good energy, pays attention to the details, and loves being part of a team that uplifts each otherwed love to meet you.
Apply today and step into something special.
Woodhouse Spa is proud to be an Equal Opportunity Employer. Were a smoke-free, drug-free workplace.
In Person Interview for Account Support Representative in Minneapolis MN
Service representative job in Minneapolis, MN
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
Title/ Designation : Account Support Rep
Duration : 12 Months+
Interview Type : In Person
Location : Minneapolis MN
Qualifications
Able to demonstrate ability to manage multiple tasks Able to demonstrate use of Computer: Email, MS Word, Excel, PowerPoint -- Manage email (create folders, change user options) -- Download and install files (fonts, drivers, etc.) from internet sites; open, complete and save/print internet forms -- Perform mail merges Able to demonstrate intermediate knowledge of MS Word or equivalent -- Insert images -- Create and manage tables and columns -- Edit headers/footers -- Create forms -- Create and manage multiple sections Able to demonstrate intermediate knowledge of MS Excel or equivalent -- Navigate multiple worksheets within a workbook -- Create charts/graphs -- Use basic math functions -- Create basic formulae Able to demonstrate working knowledge of MS PowerPoint or equivalent -- Open and create basic presentations -- Open saved presentations -- Print using different options Able to demonstrate working knowledge of account-relevant applications -- Adobe Acrobat
Additional Information
Thanks and Regards,
Amrita Sharma
408 766 0000 EXT. 426
amrita.s@)360itpro.com
Client Specialist
Service representative job in Lake Elmo, MN
We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our brand-new Lake Elmo location. This exciting new branch represents Bridgewater Bank's continued growth and commitment to serving our clients in the east metro area. As a Client Specialist, you will serve as the face of the bank, providing exceptional service and support while processing client requests in person, by phone, or by email in a professional and welcoming environment.
RESPONSIBILITIES:
Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system
Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience
Ensure client identity verification procedure is followed with each client request
Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures
Ensure all required documentation is completed for all transactions
Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department
Sort, distribute, and process returned mail
Assist with scanning of documentation into internal systems such as Accu
Positively represent the bank in all interactions with clients, coworkers, and vendors
Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA
Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations
QUALIFICATIONS:
Outstanding interpersonal and communication skills
Prior retail or customer service experience
Professional, friendly demeanor
Proficient with Microsoft Word, Excel, Outlook, and PowerPoint
Knowledge of ITI and Integrated Teller a plus
College degree preferred
ABOUT BRIDGEWATER BANK:
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
COMPENSATION & BENEFITS:
The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Non-Exempt
Client Specialist
Service representative job in Eden Prairie, MN
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Have open availability of 20 - 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00608 Eden Prairie, MN-Eden Prairie,MN 55344Position Type:Regular/Part time
Pay Range:
$12.70 - $15.90 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Auto-ApplyB2B Customer Service Representative ($50-60K)
Service representative job in Eden Prairie, MN
The B2B Customer Service Representative is responsible for answering incoming customer calls to process orders, address inquiries, connect customers with technicians for troubleshooting, document all issues, and provide necessary information.
**This company offers a wonderful work culture and great benefits including up to an 8% 401K contribution! **
Key Responsibilities:
Customer Interaction: Handle diverse incoming calls from employees and customers related to parts, service, and scheduling.
Customer Service: Deliver exceptional customer service and solutions promptly, consistently exceeding customer expectations.
Product Knowledge: Maintain a thorough understanding of end-to-end processes and product knowledge.
Training: Participate in ongoing training and briefings to stay updated on changes in products and services.
Information Maintenance: Keep updated on products, services, and promotions to meet business line goals.
Issue Resolution: Retain ownership of customer issues until resolution and escalate when necessary.
Requirements:
ERP Systems: Experience with SAP ERP is preferred; experience with Salesforce (adopted 90 days ago) is preferred.
Detail Orientation: Must be extremely detail-oriented and capable of managing multiple tasks accurately and simultaneously.
Technical Skills: Intermediate proficiency in Microsoft Word, Excel, and Outlook.
Customer Service Experience: Minimum of 2 years of phone customer service experience
Self-Motivation: Demonstrated ability as a self-starter and multi-tasker, capable of thriving in a fast-paced environment.
Communication Skills: Strong verbal, written, and interpersonal communication skills.
Problem-Solving: Excellent listening and problem-solving abilities.
Team Player: Ability to work effectively in a team environment.
Additional Info:
Annual Salary: $50-60K
Schedule: 8:00 am- 5:00 pm M-F
Location: 100% In-Office
Type: Direct Hire
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Inbound Sales Representative - SaaS
Service representative job in Minneapolis, MN
INSPECTORIO is a supplier compliance verification platform that brings transparency to the global supply chain. The INSPECTORIO platform has pioneered the use of mobile technologies that streamline the quality inspection process and increases accountability of the different actors in the supply chain. Backed by Target and Techstars, INSPECTORIO is looking for team members that are ready to disrupt an entire industry.
Job Description
• Develop new business via telephone and mass communication such as email and social media to identify appropriate clients within the target market.
• Follow up on leads and conduct research to identify potential prospects.
• Perform lead generation follow-ups via email and telephone to convert them into new clients
• Build and cultivate prospect relationships by initiating communications and conducting follow-up communications to move opportunities through the sales funnel until the final sale.
• Develop and grow the sales pipeline to consistently meet revenue goals.
• Manage data for new and prospective clients in HUBSPOT, ensuring all communications are logged, information is accurate and documents are attached.
• Prepare and analyze sales pipeline reports and dashboards.
Qualifications
• Associate's degree
• 3+ years of experience
• Detail oriented, with proven organizational and logical thinking skills.
• Positive attitude.
• Strong Communication Skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Senior Client Portfolio Specialist
Service representative job in Minneapolis, MN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Salary Range
The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.
Key Accountabilities
Management of Investment Portfolios:
Provide ongoing oversight of assigned Old National Wealth Management accounts.
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
Manage account liquidity for ongoing cash demands and distributions.
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
Subject Matter Expertise:
Comprehensive understanding of different strategy types.
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
Effective Communication
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Operational Efficiency:
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.
Key Competencies for Position
Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models.
Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists.
Qualifications and Education Requirements
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
Minimum 4 years of related industry/work experience.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team.
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyClient Specialist - Bloomington
Service representative job in Bloomington, MN
We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our Bloomington location. This role is essential in supporting Bridgewater Bank's continued growth and commitment to delivering exceptional service to our clients. As a Client Specialist, you will serve as the face of the bank, providing professional and welcoming service while assisting clients in person, by phone, or by email. You will play a key role in ensuring smooth daily operations and a positive client experience through accurate processing, attentive support, and strong communication.
RESPONSIBILITIES:
Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system
Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience
Ensure client identity verification procedure is followed with each client request
Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures
Ensure all required documentation is completed for all transactions
Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department
Sort, distribute, and process returned mail
Assist with scanning of documentation into internal systems such as Accu
Positively represent the bank in all interactions with clients, coworkers, and vendors
Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA
Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations
QUALIFICATIONS:
Outstanding interpersonal and communication skills
Prior retail or customer service experience
Professional, friendly demeanor
Proficient with Microsoft Word, Excel, Outlook, and PowerPoint
Knowledge of ITI and Integrated Teller a plus
College degree preferred
ABOUT BRIDGEWATER BANK:
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
COMPENSATION & BENEFITS:
The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Non-Exempt