Associate, Client Service
Service representative job in New York, NY
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply...Job Details
Job Title: Associate, Client Service, Media
Job Location: New York (Hybrid)
About the team:
Our media effectiveness client service team are experts in understanding the changing media landscape. They help organizations optimize their media campaigns, identify target audiences, and measure the impact of their marketing efforts. With a focus on cutting edge technologies, audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media. Their global coverage and local expertise enable clients to better understand media audiences and their relationships with brands to optimize investment.
About the role
The Associate is responsible for servicing media clients through the development of quality of work, efficient delivery and developing strong relationships. In this role, they will build their skills and expertise as a research partner to our clients in advising on strategy for digital and multi-platform media campaigns. This person will have strong communication and organization skills, attention to detail and interest in what makes advertising great on various media platforms.
Primary Responsibilities:
Execute advertising campaign effectiveness research studies for some of Kantar's top brand, agency and media platform clients.
Utilize various tools and partners to complete studies from start to finish.
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results.
Manage project timelines and quality, collaborating with client teams and across departments.
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies.
Develop actionable media and creative recommendations for future ad campaigns based on measurement results.
Perform quality checks to ensure project accuracy and address issues proactively.
Continuously seek to improve skills through training and team support.
Build understanding of media capabilities and analytic methods.
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment.
Essential Knowledge & Experience
Bachelor's degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices.
Strong process and time management skills; capable of prioritizing and delivering against multiple/competing deadlines; prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving
Natural curiosity, a can-do attitude, driven and ability to take initiative
Kantar Benefits
We provide a comprehensive, highly competitive benefits package, including
Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver. We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us. We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted, and are allowed to flourish in a space where their mental health and wellbeing is taken into consideration. We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
At Kantar, the diversity of our employees provides a richer environment for our employees and broader depth and breadth of thinking for our clients. Kantar is committed to inclusion and diversity; therefore, we welcome applications from all sections of society and do not discriminate on the basis of age, race, religion, gender, pregnancy, sexual orientation, gender identity, disability, marital status or any other legally protected characteristics.
Privacy and Legal Statement
PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager.
The salary range for this role in New York is $64,300 - $85,000. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
Location
New York, World Trade CenterUnited States of America
Kantar Rewards Statement
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver.
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us.
We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration.
We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
Kantar is the world's leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar's 30,000 people help the world's leading organisations succeed and grow.
Auto-ApplyTechnical Service Representative
Service representative job in New York, NY
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Sr. MSD CRM Developer/ Lead
Service representative job in Weehawken, NJ
One of our leading client is looking for Sr. MSD CRM Developer/ Lead in Weehawken, New Jersey
JD and Requirements:
9-15 years of overall experience as individual contributor as well as team player working successfully in a technical role with business users or end users.
Strong experience in Microsoft Dynamics 365 development and implementation.
Proficiency in Dynamics 365 customization, configuration, and development using tools such as Power Platform, Power Automate, and Azure.
Strong understanding of Dynamics 365 architecture, data model, and security model.
Experience with Dynamics 365 Customer Engagement (CRM) and/or Sales.
Dynamics 365 certifications such as Microsoft Certified: Dynamics 365 Developer Associate are a plus,PL-200,400,etc.
Extensive development experience in Microsoft 365 technologies including SharePoint Online and the Power Platform (PowerApps, Power Automate, Power Virtual Agent, AI Builder in PowerApps)
Strong .Net development experience with familiarity with C#, JavaScript and XRMToolbox, Strong Knowledge on Plugins
Experience developing PowerApps model.
Ability to create business processes and custom connectors with Microsoft Flow.
Design, develop, and support solutions within Power Platform using out-of-the-box features and capabilities.
Expertise in design and develop custom business apps (Canvas Apps, SharePoint Form Apps, Model Driven Apps)
Hands-on experience in Microsoft Dataverse
Experience with Power BI will be an added advantage.
Strong project management skills with strong attention to detail.
Excellent problem-solving skills and ability to analyze complex business requirements.
Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Customer Experience Analyst
Service representative job in Kearny, NJ
Apparel that comes from the Japanese values of simplicity, quality and longevity. Designed to be of the time and for the time, LifeWear is made with such modern elegance that it becomes the building blocks of each individual's style. A perfect shirt that is always being made more perfect. The simplest design hiding the most thoughtful and modern details. The best in fit and fabric made to be affordable and accessible to all. LifeWear is clothing that is constantly being innovated, bringing more warmth, better design, and better comfort to people's lives.
Position Overview:
UNIQLO USA is looking for a talented and energetic analyst to join our Customer Engagement Center. This individual will be responsible for finding ways to improve the overall customer experience based on Voice Of Customer (VOC). We expect this person to represent our current and future customers, working directly with management, and key department leaders.
Job Responsibilities:
Analyze customer inquiries, various types of feedback. and related data.
Report to management and department leaders with suggestions on how to improve customer experience when working with logistics-related inquiries.
Understand customer voices, identify and work closely with business stakeholders both internal and external to troubleshoot customer pain points with the customer experience with efficiency.
Ownership to resolve customer issues including responding to customer inquiries and creating/updating SOP.
Continuously work with CEC team members to streamline and improve the customer experience and operations efficiencies within CEC.
Be able to take the lead as necessary, including customer support, in order to investigate the actual situation and resolve issues.
Collaborate with the Loss Prevention and Fraud Investigation teams to identify and resolve issues impacting customer experience.
Is up to date and understanding of industry fraud trends
Skills in defining requirements for operational changes or service improvement
Capability to adhere to team processes and standards, while leading process improvement efforts.
Ability to work in a fast-paced environment while maintaining a high level of attention to detail.
Other duties as assigned by supervisor
Requirements:
Bachelors degree required, preferable areas of study are: Economics, Mathematics, Statistics, Business, Marketing, Customer Service or similar
Minimum 2-3 years of experience in Logistics or E-commerce is preferred
Proficiency in Microsoft Office, particularly Excel, PowerPoint as well as similar tools
Flexibility and agility to adapt to changing and evolving business requirements and objectives.
Results-driven with exceptional detail and knowledge around metrics with excellent problem-solving skills and a strong work ethic.
Excellent interpersonal skills with the ability to build and foster strong cross-functional relationships, internally and externally.
Regular, dependable attendance and punctuality is required
Salary: $92,000 - $97,000
*The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.
The Company is committed to equal pay initiatives and will not ask candidates for their current or past salary.
As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state or local law.
Call Center Representative
Service representative job in New York, NY
Job Title : Call Center Representative
Duration : 2+ months contract (Possible extension )
Education : High school diploma or GED.
Shift Details : M-F 11-7 and some Saturdays (8-4) as well
Job Description:
Two (2) years of experience and Bilingual (facility specific).
-Strong verbal and written communication skills are crucial for interacting clearly and professionally with customers. Healthcare experience required
-Customer Service Professional who handles incoming and/or outgoing calls.
-Primary duties include answering questions, resolving complaints, and providing technical support to ensure customer satisfaction.
Customer Advocacy Associate
Service representative job in New York, NY
The Customer Advocacy Associate's role requires someone that can efficiently analyze customer feedback, accurately categorize the feedback, correspond with customers when appropriate, and partner with various business departments to ensure customer satisfaction.
Responsibilities:
Analyze customer survey feedback and sentiment and edit topic tags as needed using the survey application
Accurately and efficiently, correspond with customers via email and phone as necessary, with urgency, empathy, personalization, and resolution
Ensure all assigned surveys and responses have complete follow-up and closure within established SLAs
Escalate second-level issues to appropriate team members within the CAD department for resolution / customer satisfaction
Escalate any concerns or issues to the appropriate manager / supervisor when required
Assist in documenting operational processes
Assist in creating customer response templates
Identify trends in the feedback and recommend solutions to help resolve business issues to provide exceptional customer experience
Support efforts to improve the process and function of the department
Customer Service Representative
Service representative job in New York, NY
Our client is seeking a Patient Retention Coordinator to add to their growing team! The Patient Revenue Coordinator will be responsible for handling escalated customer issues, resolving discrepancies, answering questions, and working with insurance.
The ideal Patient Retention Coordinator will have 2+ years of experience in a Home Healthcare environment.
This role is in person - 5 days on site - in Brooklyn, New York.
Online Customer Service Representative
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 service representative or similar role
Excellent communication and interpersonal skills
Ability to handle stressful situations and diffuse upset customers
Proficient in using ERP software and CRM tools
Strong problem-solving skills
Ability to multitask and manage time effectively
Attention to detail and accuracy
High school diploma or equivalent; a degree or equivalent
Flexibility to work in shifts if required
Good typing skills and computer literacy
Preferred Qualifications:
Degree in a relevant field
Job Type:
Full-time
In office
Salary:
$25 an hour
Benefits:
Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) with employer matching
Employee assistance program
Employee discount
Flexible spending account
Health savings account
Life insurance
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
Talented Psychic and Tarot readers
Service representative job in New York, NY
Jobs are readily available for talented Psychic and Tarot readers on a professional 800 Phone line. Customers are provided excellent readings with readers that have undergone our evaluation efficiently. Numerous great incentives include holiday bonus, yearly spend will increase, and more.
This is a chance to render services from home.
Sales and Customer Acquisition Representative
Service representative job in Union City, NJ
Ascension Management, a fast-growing Sales and Business Development firm in New Jersey, is seeking a driven individual to join as a Sales and Customer Acquisition Representative. This is a hands-on opportunity to lead local market expansion, gain experience in customer acquisition, and launch a rewarding career by connecting clients to essential internet, voice, and entertainment services.
As a Sales and Customer Acquisition Representative, you'll master direct sales strategies and telecom product expertise through intensive training. This Sales and Customer Acquisition Representative role focuses on driving business growth by generating leads, delivering persuasive presentations, and closing deals, ensuring seamless onboarding for new customers.
Role Requirements For A Sales and Customer Acquisition Representative:
Participate in advanced training covering direct sales strategies, customer acquisition tactics, and product expertise in telecommunications
Proactively connect with residential consumers through targeted sales outreach in assigned territories
Conduct personalized consultations to uncover customer needs and position tailored solutions that deliver value
Deliver compelling presentations, overcome objections, and close new accounts with confidence and professionalism
Manage the enrollment process end-to-end, ensuring accurate documentation and a seamless customer experience
Consistently meet or exceed acquisition goals while maintaining detailed CRM records of leads and new accounts
Join ongoing sales coaching, market briefings, and training to sharpen skills and stay ahead of industry trends
What's In It For Our Sales And Customer Acquisition Representative?
Drive customer growth and expand market share for essential telecom services with results you can see
Build expertise in direct sales, negotiation, lead generation, and acquisition strategies valued across industries
Access clear career pathways into advanced sales, business development, and leadership roles
Thrive in a competitive, goal-oriented culture that supports growth and celebrates success
Gain hands-on experience in customer acquisition and market development-essential for a thriving sales career
Receive personalized coaching from experienced sales leaders invested in your success
Qualities That Set You Apart As A Sales And Customer Acquisition Representative:
You possess an undeniable drive to win and excel in a direct sales environment
You're a natural hunter, always seeking new opportunities and challenges
You have exceptional persuasive communication skills and can influence decisions effectively
You thrive on exceeding targets and are motivated by aggressive goals
You're incredibly resilient, turning challenges into opportunities for growth
You're a strategic thinker who can identify and capitalize on new market segments
You maintain a high level of energy and enthusiasm in every direct interaction
Your earning potential is directly tied to your performance, with no limits placed on commissions. Compensation estimates are based on what typical annual commission compensation is earned in the role.
Auto-ApplyConstruction Management Representative
Service representative job in New York, NY
Salary Range: $95,000-$115,000 DOE Period of Performance: October 2025 through May 2026; exact dates are yet to be determined
Join a team of ever-growing professionals who look to make a difference on projects both domestically and internationally. Our organization is growing, and we believe your career should too! Build your future with Project Solutions, Inc.
Position/Project Overview:
Project Solutions Inc. is seeking a Construction Management Representative to join a National Park Service (NPS) project to support a National Park Service project at Gateway National Recreation Area - Jacob Riis Park Unit in Queens, NY. This project includes upgrading the entrance fee collection system, demolishing an existing building, and making improvements to the parking lot and beach access routes. Work involves concrete repairs, pavement striping, signage, installation of traffic barriers and gates, lighting and fencing replacement, ABA accessibility improvements, and coordination with a future automated system installation. The selected candidate will provide construction oversight, quality assurance, and technical support, while ensuring protection of natural and cultural resources and minimizing disruptions to ongoing park operations. Coordination with park staff and the construction contractor is essential for successful project delivery.
This role is contingent upon award of project.
Responsibilities and Duties:
Provide technical assistance and support to CO during construction.
Read, interpret and understand the construction contract plans and specifications.
Arrange, attend and facilitate a variety of meetings, including weekly meetings at the project site.
Document issues encountered and problems experienced with the construction contractor.
Review contractor's baseline and progress schedules.
Draft project related correspondence for NPS to review and issuance.
Understand and document inspections during and post construction as well as mock-up inspections.
Monitor Construction Contractor compliance with Accident Prevention Plans (APP), Asbestos hazard Abatement Plan (AHAP), and applicable safety requirements.
Inspect the work of the construction contractor for progress, workmanship, quality and conformance with contract documents, applicable building codes and safety standards.
Deliver reports, reviews, evaluations, design work, etc. to CO.
Review, analyze, and assist in preparing cost estimates.
Review and process Construction Contractor's RFIs and assist in resolution, draft response, tracking, and follow up.
Required Education, Knowledge and Skills:
Minimum four (4) year Bachelor's degree in Engineering, Construction Technology, Construction Management or other related field
preferred
.
Minimum of five (5) years of relevant construction and/or engineering work experience demonstrating knowledge and experience in construction management.
Minimum of three years of experience in concrete and utility construction inspection is required. Candidates with education in Construction Management, Civil Engineering, or a related field-whether through a degree or equivalent practical experience-will be given strong consideration
Proven experience inspecting and managing site work involving concrete repairs, utility upgrades, pavement striping, traffic control devices, and demolition activities in active public or park environments.
Experience working on federally funded projects or within historic and environmentally sensitive sites strongly preferred
Relevant experience on projects involving similar scope of work preferred.
OSHA 30 construction safety training preferred.
Ability to read and interpret plans, schedules, and other specifications.
Written and verbal communication, problem-solving, and conflict resolution skills
Strong computer and technology literacy to utilize PCs and mobile devices.
Knowledge of software including MS Suite (including MS Project), Adobe Acrobat, and any other software programs typically utilized.
Maintain a valid driver's license.
Ability to multi-task and prioritize in a fast-paced work environment on large, complex construction projects.
Ability to walk or climb on a daily basis to observe contract performance.
Must be able to physically operate a motor vehicle without danger to self or to others.
What Does PSI Offer You?
Three options for medical plans plus dental and vision insurance offerings
24/7 healthcare access to telehealth services for your convenience
HSA
Company life insurance options for you and your family
Short-term and long-term disability offerings
PLUS an $800 monthly allowance is provided to offset your PSI insurance premium costs
401(k) with a 4% employer match
Generous PTO, paid-federal holidays, and sick leave
Always the opportunity for professional development
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to be an all-inclusive list of the skills and abilities required to do the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. Benefit offerings subject to change.
Project Solutions, Inc. is an equal opportunity employer, women, individuals with disabilities, protected veterans and minorities are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
EEO/M/F/Vets
Auto-ApplyCustomer Service Center Representative (Jersey City, NJ)
Service representative job in Jersey City, NJ
As one of the Washington Metropolitan area's fastest-growing IT companies, we are always looking for creative, passionate, and responsible individuals. We recognize that intelligent, dedicated employees are our greatest asset. If you value innovation, integrity, and a drive to deliver, we invite you to become Enlightened.
We are hiring a Customer Service Center Representative (CSR) to support the Port Authority of New York and New Jersey (PATH) riders and staff. This position serves as the initial point of contact for customers of (PATH), using established procedures and troubleshooting tools to provide timely and effective assistance.
About the Port Authority:
Founded in 1921, the Port Authority of New York and New Jersey builds, operates, and maintains critical transportation and trade infrastructure across the region. It also owns and manages the 16-acre World Trade Center site, home to the iconic One World Trade Center.
Key Responsibilities:
Provide support via phone, email, and other channels while documenting all inquiries and resolutions.
Register various fare cards by entering data into the central database and PCPS website.
Handle lost or malfunctioning card claims, including processing replacements and updating records.
Investigate and resolve issues related to ticket vending machines and advise customers of next steps.
Process new and replacement web orders and maintain related spreadsheets.
Assist with refund and transaction investigations, providing analysis for supervisor review.
Execute product and monetary refunds through the central database and PATH website per guidelines.
Monitor and escalate incomplete or missing transactions to the Team Lead.
Advise customers on PCPS technical issues and guide appropriate actions.
Provide clear, knowledgeable guidance to help customers make informed decisions.
Required Qualifications:
High School Diploma or equivalent.
At least 2 years of customer service experience, including high-volume call center support
Proficiency in Microsoft Office, particularly Excel.
Strong written, verbal, and interpersonal communication skills
Ability to work independently and remain professional under pressure.
Minimum of 1 year collaborating across diverse teams
Preferred:
Minimum of 1 year of college (30 credit hours).
Experience in financial services or banking.
Benefits:
The expected salary range for this position is listed above. Actual compensation will be determined based on experience and qualifications as well as internal equity and alignment with market data.
At Enlightened, we pride ourselves on offering a comprehensive and industry-competitive benefits package to our full-time employees. Our benefits include:
Medical/Dental/Vision Insurance with Health Savings Accounts (HSA)
Flexible Spending Accounts (FSA)
401(k) Retirement Plan
Paid Holidays, Vacation, & Sick Leave
Professional Training & Development Reimbursement
Please note, these benefits are available exclusively to full-time employees of Enlightened.
Equal Opportunity Statement
Enlightened is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, disability, or any other federal, state, or local protected class.
Auto-ApplyCustomer Success Executive
Service representative job in New York, NY
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
The Customer Success Executive is accountable for the strategic leadership and execution of post-sales activities within our most valuable accounts. This position plays a crucial role in driving ServiceNow's long-term value by accelerating customers' journey to success, ensuring predictable renewals, and maximizing the impact of ServiceNow across their business transformation initiatives.
As a trusted advisor, you'll partner with C-level executives, guide seamless delivery of business transformation, and foster collaboration with ServiceNow's teams and strategic partners.
What You Get to Do in This Role:
* Drive Post-Sales Success: Own and lead the customer's post-sales transformation, aligning ServiceNow's offerings to customer goals, and bringing relevant industry thought-leadership to the table. Foster strong relationships with C-Level executives to deliver on business outcomes.
* Collaborate Strategically: Partner with Account Executives to create and execute integrated pre- and post-sales strategies, delivering long-term value for both the customer and ServiceNow. Leverage the right resources at the right time to ensure success.
* Mitigate Risks and Drive Value: Proactively identify potential risks to success and work with the customer and internal teams to develop strategies to overcome them, ensuring a smooth path toward value realization.
* Focus on Key Performance Indicators (KPIs): Guide and inspire the Customer Success team to meet critical operational KPIs-adoption, technical health, renewals, customer satisfaction, and expansion. Work closely with customers to align their roadmap and drive new revenue opportunities.
* Foster Strategic Alignment: Build relationships with ServiceNow leaders and consistently incorporate customer feedback to drive continuous improvement. Align business transformation insights with organizational goals to ensure long-term success.
* Advocate for Innovation and Continuous Learning: As a strategic thought leader, drive innovative solutions for our customers, always looking for opportunities to help them achieve their long-term goals. Foster a culture of agility and calculated risk-taking within the team.
* Set Success Metrics and Milestones: Establish clear, measurable success metrics with the customer, and regularly review progress. Refine business transformation plans as needed to ensure milestones are met and value is realized.
Qualifications
The ideal candidate will have extensive experience leading large-scale digital business transformations, acting as a trusted advisor to both internal and C-level customer executives. You will be an expert in governance, strategy, and execution across cross-functional teams and have a track record of delivering scalable, repeatable success. Your passion for driving customer success at an enterprise scale and your ability to work in complex, dynamic environments will be key to your success in this role.
To be successful in this role, you will need:
* Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
* Educational Background: BA/BS or equivalent required, Master's degree preferred.
* Experience: A minimum of 12 years in a management consulting or leadership role at a top-tier consulting firm, solution consulting, or similar positions focused on technology-enabled business transformations (Digital/SaaS/Enterprise Software).
* Leadership Expertise: Demonstrated success in running large-scale, strategic accounts and exceeding business objectives. Proven track record in building and leading high-performing Customer Success or Consulting teams.
* Business Acumen: Strong experience in identifying and solving complex business problems and aligning solutions with customer business objectives.
* Cross-Functional Leadership: A history of working across multiple functions and driving alignment in large, matrixed environments.
* C-Level Relationships: Strong experience building relationships with C-level business leaders, including within some of the world's largest enterprises.
* Adaptability: Ability to thrive in rapidly changing environments, adapting strategies to new challenges and opportunities.
* Execution Focus: Ability to create repeatable processes for scalable execution while maintaining a hands-on approach to ensure critical tasks are completed efficiently.
* Collaboration and Communication: Excellent communicator and influencer, with the ability to work effectively across a global organization and foster collaboration at all levels.
* Customer Focus: Deep understanding of customer needs, challenges, and motivations, with a keen ability to address concerns and ensure satisfaction.
FD21
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here.
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ***************************** for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
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Client Services Expert
Service representative job in New York, NY
smart Trade Technologies is a software company providing electronic trading solutions. Our clients are investment banks, stock exchanges, brokers and hedge funds. smart Trade enables the management of financial workflows in real-time between different market participants.
smart Trade's cutting-edge technology allows our clients to optimize their trading workflow while lowering total cost of ownership.
Join us to be part of an innovative and global company with offices in London, Milan, Aix-en-Provence, New York, Singapore, Tokyo and Tunis. You will contribute to the ambitious development plan of the company.
Job Description
As a Client Services Expert, you will work closely with the Client Services Team Lead in driving the IT Support activities for the Americas region. You will act as a subject matter expert for the team and be primarily responsible for the front-line technical support of or product solutions and software application. In addition to managing product support tickets, phone calls, and emails, you will also assist clients with product how-to questions and technical issues. You will come to strengthen a dynamic and highly technical team, in your role you will:
· Acts as a "referent" for the team on the technical, functional and procedures aspects.
· Maintain a high level of customer satisfaction.
· Manage support tickets, calls and emails.
· Follow-up issues, and define the appropriate action plans.
· Communicate client input to internal product development.
· Work with cross-functional teams to ensure client objectives are met.
· Identify potential system and client relationship enhancements.
Qualifications
· Communication skills and positive mind in order to efficiently communicate with the team and clients.
· Experiences in a Client Services position in the industry of Foreign Exchange/Electronic trading.
· General knowledge in Linux system.
· General knowledge of Java is a plus
· General knowledge in databases is a plus
· Experience with the FIX protocol is a plus.
· Experience in electronic trading related projects is ideal.
· Able to define priorities and be self-organized
Additional Information
All your information will be kept confidential according to EEO guidelines.
Growth Consultant, AppDev, Google Customer Solutions
Service representative job in New York, NY
_corporate_fare_ Google _place_ New York, NY, USA; San Francisco, CA, USA **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. _info_outline_ XApplicants in San Francisco: Qualified applications with arrest or conviction records will be considered for employment in accordance with the San Francisco Fair Chance Ordinance for Employers and the California Fair Chance Act.Note: By applying to this position you will have an opportunity to share your preferred working location from the following: **New York, NY, USA; San Francisco, CA, USA** .
**Minimum qualifications:**
+ Bachelor's degree in engineering, computer science, data science or equivalent practical experience.
+ 5 years of experience in cloud, consulting, business or media analytics, digital media, marketing, financial analysis, or another quantitative field.
+ Experience using SQL to extract and manipulate data, or with other programming or scripting languages such as R, Python or ad tech automation.
**Preferred qualifications:**
+ Experience with Cloud platforms or a foundational understanding of AI principles and their application to business growth.
+ Experience in consulting business or data science to influence changes in their resource and budget allocations.
+ Understanding of statistical modeling and quantitative analysis techniques and ability to analyze large datasets with the goal of delivering actionable insights.
+ Familiarity with machine learning methodologies including data cleansing, normalization, feature engineering, model training/validation and automation.
+ Proficiency in Portuguese or Spanish.
+ Excellent problem-solving, project management, and investigative skills.
**About the job**
Businesses of all shapes and sizes rely on Google's unparalleled advertising solutions to help them grow in today's dynamic marketing environment. You bring a passion for sales, knowledge of online media, and commitment to maximize customer success. You act like an owner, move with velocity through change, finding innovative ways to consistently deliver extraordinary and incremental outcomes for both Google and our customers. You build trusted relationships with customers, uncovering their business needs and translating them into powerful solutions to achieve their most ambitious goals. You achieve as a team with sellers, shape the future of advertising in the AI-era, and make a real impact on the companies and users that trust Google with their most important goals.
In this role, you'll work with the most sophisticated Apps customers in AMER and LATAM to help them optimize their user acquisition strategy with Google Ads. You will deliver client engagements on data science/measurement consulting projects (e.g., pLTV, event selection, incrementality), lead hypothesis-driven client analysis to surface actionable insights, and develop Google SQL/Workspace Scripts/Python scripts to enable advanced client reporting and ad tech automation. You will be passionate about building and coding tools, excited to leverage cloud infrastructure and AI technologies to solve business problems, analyzing data, and strategizing in a changing environment. You'll work with AppDev Sales Leadership, Global Growth Consultants and key cross-functional teams to help find new business opportunities for our business and customers. You'll present to leadership, get buy-in and influence their decision making. You'll coordinate and execute growth projects.
Google Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. As a member of our team, you'll have the opportunity to work with company owners and make a real difference in their businesses by helping them grow. Together, we help shape the future of innovation for customers, partners, and sellers and we have fun doing it.
The US base salary range for this full-time position is $110,000-$157,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google (************************************* .
**Responsibilities**
+ Partner with internal and external products, research, data, and measurement teams to deliver full measurement solutions to customers.
+ Own the measurement conversation and be comfortable leading client conversations and projects related to measurement.
+ Advise Google clients and agencies on best practices for marketing analytics within the broader context of industry standards and options. Provide ongoing customer consultation on how to implement best practices.
+ Scale measurement impact internally by upskilling AppDev sales growth managers.
Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
Google is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the users we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Google's EEO Policy (******************************************************* ,Know your rights: workplace discrimination is illegal (**************************************************************************** ,Belonging at Google (******************************** , and How we hire (**************************************** .
If you have a need that requires accommodation, please let us know by completing our Accommodations for Applicants form (*************************************** .
Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
To all recruitment agencies: Google does not accept agency resumes. Please do not forward resumes to our jobs alias, Google employees, or any other organization location. Google is not responsible for any fees related to unsolicited resumes.
Google is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also ******************************* and ************************************************************* If you have a need that requires accommodation, please let us know by completing our Accommodations for Applicants form: ***************************************
Asset Protection Service Representative - Atlantic Center
Service representative job in New York, NY
About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you're choosing a different path. From day one, we've been on a mission to democratize fashion and make shopping fun again. Our teams make style accessible to everyone, creating high-quality, must-have fashion essentials for the whole family, with love, season after season.
We opened our first store in 1994 in San Francisco and have been on a roll ever since. We cultivate a community of playful personalities that thrive in a fast-paced environment where our employees can be their most authentic selves. Here, we're family.
About the Role
As an Asset Protection Service Representative, you are the first point of contact in creating a safe, welcoming, and secure environment in our stores. Your presence on the sales floor and at store entrances helps deter theft, promote safety, and support a positive customer experience. You play a vital role in protecting the people, products, and brand experiences across our house of iconic brands: Gap, Old Navy, Banana Republic, and Athleta. Through your attentiveness and professionalism, you help ensure our stores are places where customers and employees feel safe, supported, and inspired.
What You'll Do
* Maintain a strong, visible presence at store entrances and throughout the sales floor to deter theft and promote a safe shopping environment.
* Greet customers with warmth and professionalism, offering assistance while remaining alert to potential safety or security concerns.
* Monitor customer behavior and store activity to identify suspicious actions and report them promptly to store leadership or Asset Protection partners.
* Support store teams during escalated customer situations by remaining calm, observant, and ready to assist as needed.
* Assist Asset Protection Coordinators during external theft incidents by observing and documenting events in accordance with company policy.
* Conduct regular checks of physical security systems such as doors, alarms, and surveillance equipment, reporting any issues immediately.
* Share relevant safety and loss-related information with store teams to raise awareness and support prevention efforts.
* Promote a culture of safety, inclusion, and accountability by modeling respectful, proactive behavior and encouraging others to do the same.
Who You Are
* Strong observational skills and attention to detail in a fast-paced retail environment.
* Ability to remain calm, professional, and customer-focused in high-pressure situations.
* Excellent interpersonal and communication skills; able to engage with customers and team members respectfully.
* Willingness to learn and consistently apply safety and security protocols.
* Flexible and adaptable to changing priorities and store needs.
* Passionate about creating a safe, inclusive, and welcoming environment for all.
Benefits at Old Navy
* Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees.
* One of the most competitive Paid Time Off plans in the industry.*
* Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.*
* Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.*
* Employee stock purchase plan.*
* Medical, dental, vision and life insurance.*
* See more of the benefits we offer.
* For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Hourly Range: $16.50 - $19.60 USD
Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
Customer Growth Executive
Service representative job in Jersey City, NJ
Working at Infobip means being part of something truly global. With 75+ offices across six continents, we're not just building technology - we're shaping how more than 80% of the world connects and communicates.
As employees, we take pride in contributing to the world's largest and only full-stack cloud communication platform. But it's not just what we do, it's how we do it: with curiosity, passion, and a whole lot of collaboration.
If you're looking for meaningful work and challenges that grow you in a culture where people show up with purpose, this is your opportunity.
Let's build what's next, together.
The overall purpose of a Customer Growth Executive/Customer Growth Associate role is to drive customer satisfaction, retention, and growth for Tier 1 /Tier 2 clients. This involves building strong relationships, understanding client needs, coordinating internal resources, and continuously developing strategies to enhance client engagement and business outcomes. The Customer Growth role is essential for nurturing and growing relationships with clients, ensuring their satisfaction and retention while driving business growth. This role requires a strategic focus on x-selling and upselling, client advocacy, performance metrics, effective account management, internal coordination, and continuous personal and team development. By excelling in these areas, the Customer Growth Executive contributes to the company's overall success and competitive positioning in the market.
Responsibilities and Expectations
Customer Orientation
Build and maintain trusted relationship with assigned clients to achieve overall customer health and growth (regular meetings, share Infobip strategy and roadmap, help position Infobip against competitors).
Proactively search for new opportunities how we can increase customer spend and xsell into new use cases, portfolios, services.
Serve as a focal point for client when it comes to meeting client's business and technical expectations (technical escalations, services/product adoption, communicate customer feedback and ideas to Product teams). Coordinate different teams in order to best serve customer.
Understand client's structure and processes around choosing/implementing new solutions.
Meet and exceed quarterly KPIs, to ensure overall business growth for assigned clients (gross profit, margin% and cross-sells as the most important metrics).
In cooperation with supporting departments, ensure client's account is properly set-up / collaborate with Platform Operations teams to arrange setup which enables client's activities based on agreed business scope (account creation and set-up, route management, sender registration, allowed content filtration setup and maintenance).
In cooperation with Revenue Assurance, monitor and take actions to minimize health risks (actively involve ensuring financial collections and netting).
Analyze and forecast client's traffic, take immediate reactions to ensure ongoing business growth, minimize losses, and maximize GP/revenue.
Internal initiatives
Power user, help improve Infobip's internal tools for account setup, traffic monitoring and troubleshooting (Qlik, SU) by providing constructive feedback and ideas.
Coordinate internal teams to timely fulfill client's requirements (Customer Success, Sales Engineers, Customer Support, CPaas Registrations, Platform Operations, Customer Analyst, Procurement, Revenue Assurance).
Update all activities regarding client engagements and opportunities in dedicated tools (SF).
Influence Infobip's ever-evolving end-to-end customer experience by grasping and continuously promoting client's perspective to the internal stakeholders.
Continuous Development
Promote team spirit and nourish critical thinking.
Help mentor and onboard other team members and newcomers.
Have an excellent knowledge of Infobip products, platform, and relevant markets.
Have an excellent knowledge of client`s business and ways they (can) use Infobip.
Be up to date with industry trends and competition. Stay always on top with competition and latest industry trends.
Additional Information
Salary Range: $70,000 - 105,000 USD annual base salary (the salary of the finalist selected for this role will be based on a variety of factors, including but not limited to internal equity, job-related knowledge, experience, education, and skillset). This role is also eligible for quarterly discretionary bonus.
Benefits & Perks: Medical, Dental, and Vision insurance; Basic life insurance; 401(k) plan participation with company match; Short-term and long-term disability insurance; Wellness plan of up to $500/year pro-rated based on hire date; PTO: Accrual of up to twenty-three (23) vacation days per year, accrual of up to nine (9) sick days per year, plus carryover of up to nine (9) sick days annually; Additional leave time for marriage, relocation, bereavement, and other major life events; Twelve (12) weeks of paid parental leave; Participation in employee share ownership plan (ESOP); Fourteen (14) paid holidays annually.
Why you'll love it here
• Financial rewards & recognition - A fair compensation aligned with your experience, industry, and market standards, performance-driven bonuses, regular reviews to support your growth and recognize your contributions, and a culture that values your impact.
• Flexible work arrangements - We combine in-person collaboration with remote work and flexible working hours, because great ideas happen everywhere - and not always between 9 and 5.
• ESOP (Employee Stock Ownership Plan) - As an Infobip employee, you'll have the opportunity to share in our company's success through stock options.
• Work-life balance and Well-being - We offer time off when you need it, special leave days for life's big moments, and a flexible hybrid work model tailored to local regulations.
• Career mobility - Your career is a journey. With internal mobility, upskilling, and mentorship, we help you shape your path.
• Professional development - Learning never stops. Onboarding, mentorship, and training programs help you grow - no matter where you start.
• International mobility - Ready to take your career global? Explore short and long-term opportunities in our Hubs worldwide.
While some benefits may vary by location, our goal remains the same: to support your growth, well-being, and success - wherever you are.
Diversity drives connection
Infobip is built on diverse backgrounds, perspectives, and talents. We're proud to be an equal-opportunity employer and are committed to fostering an inclusive workplace.
No matter your race, gender, age, background, or identity - if you have the passion and skills to thrive, there's a place for you here.
All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, age, sex, sexual orientation, gender, gender identity, national origin, citizenship, disability, veteran status or any other part of one's identity.
Read more about our hiring process.
Auto-ApplyInbound Sales/Marketing Representatives
Service representative job in New York, NY
We are a marketing company looking for focused, organized, and driven individuals to build a solid team of reps. This is a fun, pressure free, work at your own pace job that is jammed packed of potentially INCREDIBLE weekly payouts.
-This is hands down the easiest JOB you will EVER do!
-ZERO experience or previous training required.
-ZERO commute.
-FLEXIBLE HOURS- because you make them yourself. Choose whether you want to work full-time or part-time.
- Training will be provided 100% FREE and at your leisure.
-VERY EASY TO LEARN!
****If you want more information on how you may get started, please click the link shown below. There is an extremely short video that will explain how to sign up for this
AMAZING
money making opportunity.
We are interested in serious applicants ONLY.
Visit Here: ***************************************
Account Service Representative
Service representative job in New York, NY
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies.
The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following:
Candidate Requirements:
Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions.
Highly effective communication skills, verbal and written, with ability to work in a team environment.
Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties.
Ideal candidate has a strong understanding of investment products (stock, bonds, ETFs, fixed income, etc.) and overall securities brokerage operations.
Responsibilities:
Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines.
Processing investor advisory agreements, and translating the information in client data bases.
Interacting with financial advisors, sales assistants, custodians and third-party service providers.
Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement.
Sending regulatory and firm required client correspondence to clients where needed.
Producing / reviewing ad hoc reports for senior management.
Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors.
Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers.
Facing off with the broker dealer for prompt resolution of client inquires, knowing when situations need to be escalated to senior management.
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Client Specialist- Commercial Term Lending, Commercial Real Estate
Service representative job in New York, NY
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.
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