Clinical Solutions Specialist
Service specialist job in Islip Terrace, NY
Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team, from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals because we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health!
Job Title & Role Description:
The Clinical Solution Specialist is responsible for the design, implementation, and evaluation of clinical care programs that improve patient outcomes, support value-based care initiatives, and align with organizational goals. This role serves as a subject matter expert bridging clinical expertise and operational strategy, working closely with cross-functional teams including clinical operations, quality, technology, and business development. The Specialist brings deep knowledge of care delivery models and leverages data to inform the creation of scalable, patient-centered solutions across various populations and care settings.
Initially, this role will be acutely focused on improving clinical, quality, and safety outcomes for adult and pediatric populations and patients experiencing transitions of care from emergency departments, inpatient settings, or other tertiary settings back to the home environment. This role works alongside a team of doctors, pharmacists, nurses, social workers, nurse practitioners, and clinical services leaders to develop evidence-based clinical solutions, quality improvement strategies, design patient care models, assess health risk outcomes, and facilitate cross-functional collaboration.
The ideal candidate will have deep experience building pediatric and adult programs, including creating workflows for pediatric and family assessments, care coordination, and social risk factor mitigation. In addition, this candidate will have extensive knowledge on Transitions of Care, including background in creating safe and effective care transitions through workflows for engaging patients at admission and discharge, discharge assessments, coordinating provider follow-up visits, and implementing nursing-led transition planning to reduce risk of readmissions.
The Clinical Solution Specialist will have advanced knowledge and expertise in pediatric clinical program development and transitions of care workflows, with a broad understanding of population health, quality improvement, and team-based care models. Experience addressing social determinants of health in pediatric settings is valuable, while this role also emphasizes a holistic, clinical approach to care delivery transformation.
Skills/Requirements:
Nursing degree (BSN or higher preferred); RN license required
Must have pediatric experience
Minimum 3 years of experience in clinical care delivery, care management, or clinical program design. Experience in value-based care or population health strong preferred
Project Management certification, lean six sigma, and/or other related certifications preferred
Proficiency in project management tools and methodology
Prior experience building adult and pediatric programs and workflows (e.g., patient assessments, family environment assessments, developmental screening, patient care coordination)
Strong understanding of care delivery across diverse populations and settings (e.g., ambulatory, post-acute, home health, etc.)
Familiarity with social determinants of health and how they impact patient care delivery
Experience developing workflows and care models with clinical and non-clinical teams
Proficiency in Electronic Medical Record (EMR) software and workflow documentation
Clinical education and training experience (especially for nurses and care teams)
Understanding of Medicare and Medicaid reimbursement structures
Ability to travel to various Upward Health markets as needed
Competent in Microsoft Office Suite and Visio for process design
Key Behaviors:
Collaboration & Teamwork:
Collaborates with internal stakeholders (e.g., providers, care team members, quality teams, etc.) to ensure solutions are clinically sound and operationally viable.
Actively listens to team members and stakeholders and integrates their feedback into Solution development.
Problem Solving & Decision Making:
Uses data analysis and clinical insights to inform decisions and develop effective solutions for improving Solution outcomes.
Demonstrates the ability to identify issues, assess risks, and implement corrective actions.
Communication & Influence:
Communicates complex clinical concepts clearly to both internal and external stakeholders.
Influences care teams by presenting evidence-based rationales for workflow designs and updates.
Demonstrates active listening and empathy, particularly in engaging with patients or healthcare professionals regarding behavioral health and substance use issues.
Effectively presents training materials and Solution updates to a variety of audiences, including patients, providers, and interdisciplinary teams.
Adaptability & Flexibility:
Adapts to changes in clinical solution needs, evolving best practices, regulatory or contractual requirements, or stakeholder expectations.
Willingness to adjust to changing schedules and demands, including the flexibility to work occasional nights and weekends.
Attention to Detail:
Reviews medical records and clinical data with high attention to accuracy and compliance with regulations and standards (e.g., HEDIS measures, HIPAA).
Ensures thorough documentation and synthesis of patient and solution data for reporting.
Leadership & Accountability:
Takes ownership of the development and ongoing refinement of clinical solutions.
Responsible for meeting quality improvement metrics and patient outcomes associated with their solutions.
Demonstrates leadership in clinical Solution training, ensuring all involved parties are educated on key aspects of the solution.
Patient-Centered Care:
Prioritizes child and family-centered care in the design of clinical programs.
Ensures that patient feedback and real-life outcomes are incorporated into the clinical solutions evolution.
Efficiency & Time Management:
Manages competing priorities and multiple stakeholder demands, ensuring deadlines are met and outcomes are achieved efficiently.
Organizes workflows and schedules for solution implementation, training, and assessment in an effective manner.
Competencies:
Clinical Solution Development:
Lead the design and development of clinical programs and care models that address patient needs across the care continuum.
Translate clinical insights and evidence-based practices into actionable workflows and program strategies.
Expertise in designing pediatric and transitions of care workflows with a focus on reducing readmissions, enhancing care continuity, and improving family engagement.
Ability to analyze patient data to identify opportunities for solution enhancements.
Pediatric Care Knowledge:
Deep understanding of pediatric developmental needs, assessments, and care coordination best practices.
Knowledge of care delivery across the pediatric continuum, including integration with family systems.
Transitions of Care:
Demonstrated experience designing workflows that support safe transitions out of emergency or inpatient settings.
Skilled in implementing discharge planning protocols, follow-up visit scheduling, and risk-reduction strategies for readmission.
Social Determinants of Health (SDoH):
Awareness of how social and environmental factors impact pediatric and family health outcomes.
Ability to integrate SDoH into care coordination and referral pathways, especially for vulnerable pediatric populations.
Regulatory Compliance & Accreditation:
Proficiency in pediatric and transition-related regulatory guidelines and quality standards (e.g., HEDIS, NCQA).
Ensures audit readiness and documentation compliance across solutions.
Data Analysis & Reporting:
Evaluate program effectiveness using clinical, operational, and financial data; recommending and implementing improvements.
Skilled in collecting, analyzing, and synthesizing clinical data, including health outcomes, patient satisfaction, and quality metrics.
Proficient in creating actionable reports and presenting findings to leadership.
Training & Education:
Experience in creating training content and delivering educational Solutions for both clinical and non-clinical team members.
Ability to assess learning needs and deliver customized training solutions to diverse audiences.
Project Management:
Familiar with project management tools and methodologies to plan, execute, and monitor the progress of clinical solution initiatives.
Experience in coordinating timelines, resources, and stakeholder engagement to ensure the successful rollout of solutions.
Technology Proficiency:
Competence with Electronic Medical Records (EMR) systems and familiarity with healthcare-related software to enhance Solution delivery and data tracking.
Experience with Salesforce or similar CRM systems a plus.
Ability to utilize technology to improve solution outcomes and operational efficiency.
Quality Improvement (QI):
Knowledge implementing quality improvement initiatives.
Familiar with measuring and reporting on quality metrics, including those related to patient safety, clinical outcomes, and solution effectiveness.
Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.
Upward Health Benefits
Upward Health Core Values
Upward Health YouTube Channel
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Customer Service Representative
Service specialist job in Farmingdale, NY
Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale. The ideal candidate has excellent communication and customer service skills. He/she has an excellent understanding of administrative and clerical procedures/systems and the ability to multitask in a paperless environment. Your primary role will be to enter claims, address inquiries, resolve issues, and ensure customer satisfaction through effective communication and problem-solving skills.
COMPANY DESCRIPTION:
Network Adjusters, Inc. has been serving the insurance industry for almost seven decades and provides third-party claims administration and independent adjusting services to its clients. We offer flexible, cost-effective products tailored to the specific needs of our clients. Our services focus on achieving early claims resolution while maximizing savings on expenses and loss pay out. The company is located in Farmingdale, NY.
RESPONIBILITIES:
Communicate with clients, insureds, claimants and providers via phone and email
Provide knowledgeable answers to questions about claims status and processes
Work with internal departments to meet clients needs
Data entry in various platforms, including claims intake, claims processing, preparing files for audits
Provide claims and administrative support to Adjusters including but not limited to letters, forms, closings, filing of ISO, CIB and NICB
Perform DMV, Locate, Asset and Police Report searches
Faxing and copying, as needed
QUALIFICATIONS:
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Working knowledge of Microsoft Office Suite and other office equipment
Associate's degree or equivalent experience preferred
Ability to learn new systems and adapt
Clerical skills including data entry, record keeping, and confidentiality
Highly organized, detail-oriented, able to multitask effectively, and work independently
Experience working in an insurance or related business would be beneficial but is not required.
PHYSICAL REQUIREMENTS/ADA:
This position requires the ability to work in an office environment, including using a computer, attending meetings, working as part of a team, and the ability to communicate with team members and others. Regular attendance also is a requirement of the position as this role requires in-office presence. (This role is located in Farmingdale, NY)
BENEFITS:
• Training/Development and Growth opportunities
• 401(k) with company match
• Comprehensive health plans
• Strong work/family and employee assistance programs
• Flexible work hours
• Comprehensive health plans including dental and vision coverage
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off / company holidays
• Referral program
Starting pay for this position: $25.00 per hour
Client Success Associate
Service specialist job in New Hyde Park, NY
About Us
Accelerated Global Solutions (AGS) is a trusted leader in cross-border e-commerce logistics, ground transportation, warehousing, and customs brokerage. We connect global businesses with their customers by delivering efficient, reliable, and fully integrated freight solutions - from major ports to final destinations.
We're expanding our team and seeking a smart, organized, and client-obsessed Client Success Associate who thrives in a fast-paced, logistics-driven environment and is passionate about delivering exceptional service to our clients worldwide.
Position Summary
As a Client Success Associate at AGS, you will serve as a trusted day to day point of contact for our clients. This is a client-facing role built for someone who enjoys translating operational complexity into clean execution, owns communication end-to-end, and consistently delivers clarity, accountability, and results. You'll collaborate with operations, warehouse, and transportation teams to guarantee on-time, accurate deliveries and provide a top-tier customer experience from start to finish.
Key Responsibilities
Act as the primary operational point of contact for a portfolio of key AGS clients managing daily communication with customers via phone, email, and online portals.
Lead weekly or bi-weekly client calls, providing status updates, KPI trends, and project overviews.
Pull and organize weekly/monthly performance reports from various internal systems highlighting trends, anomalies, or opportunities.
Resolve issues and drive resolution across internal teams in a professional and proactive manner.
Coordinate with internal teams (operations, dispatch, customs, and warehouse) to meet customer expectations.
Help prepare client-facing decks or Quarterly Business Reviews.
Maintain accurate records of customer interactions and shipment documentation.
Support process improvements and identify opportunities to enhance service performance.
Handle escalations and ensure customer satisfaction through prompt and clear communication.
Qualifications
1-3 years of experience in customer service, preferably in logistics, freight forwarding, or e-commerce fulfillment.
Experience managing B2B clients.
Strong communication and problem-solving skills.
Proficiency in MS Office, Google Sheets, Tableau and logistics tracking systems (TMS/WMS experience a plus).
Detail-oriented, organized, and capable of managing multiple priorities.
Team player with a proactive attitude and ability to work under pressure.
Familiarity with tools like Motion, ClickUp, Slack, and Zendesk is a plus.
Knowledge of customs procedures or international shipping is an advantage.
Why Join AGS
Be part of a global logistics leader transforming e-commerce delivery.
Collaborative, fast-paced, and growth-oriented work culture.
Opportunities for career development and advancement.
Competitive pay, benefits, and performance incentives.
Customer Service Representative
Service specialist job in Jericho, NY
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
Online Customer Service Representative
Service specialist 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.
Customer Service Representative
Service specialist job in Norwalk, CT
Title: Customer Service Representative / Inside Sales
Pay Range: competitive salary, bonus opportunity
Benefits: Employee Health Benefits 100% Covered, 401K
Growth Opportunity: rapidly growing company that will have many opportunities for promotions
Our client is a leading provider of high-quality building materials, serving residential, commercial, DIY and industrial markets. Comprised of a group of 4 companies and growing, they have histories ranging between 25 and 100 years in business and a strong reputation for quality USA made products. They are well funded and building out their sales teams at all levels as they execute the roadmap for growth by the new CEO, who has a track record of successfully growing businesses.
Responsibilities:
• Respond to customer inquiries via phone, email, or chat in a timely and professional manner.
• Provide accurate information regarding products and services to enhance customer satisfaction.
• Perform data entry tasks to maintain up-to-date customer records and interactions.
• Conduct outbound calling to existing clients for follow up on customer feedback or promote new services.
• Collaborate with team members to resolve complex customer issues effectively.
• Maintain a positive attitude while managing multiple tasks in a fast-paced environment.
Ideal Candidate Profile:
• Excellent verbal and written communication skills
• Strong client service orientation with the ability to empathize with customers' needs.
• Experience with order management systems and CRM software is a plus.
• Ability to communicate efficiently while engaging with customers on various platforms.
• Sales experience is beneficial for promoting products and services effectively.
• multilingual abilities are a plus
Client Success Specialist, Dedicated
Service specialist job in Stamford, CT
**Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
+ Provide high quality, fan-generating service and leads for all assigned accounts.
+ Accountable for book of business, account management, operations, and KPI achievement.
+ Ensure customer success is the goal for all assigned accounts and increase customer satisfaction.
+ Contribute to the overall success of the team, the territory/segment.
+ Drive customers to success by purposefully participating in their success through sales collaboration.
+ Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute to results.
+ Mentor new hires as requested.
**Responsibilities**
+ Provide recommendations on account operations to achieve results: set appropriate metrics (cost effectiveness, conversions, volume)
+ Read operational data and provide solutions to operational issues as they relate to the client's recruitment challenges.
+ Collaborate with a manager, a team lead and senior client success specialists to contribute and contribute performance to achieve team goals.
+ Communicate and collaborate proactively with sales and other departments to exceed customer expectations, set goals, and resolve recruitment issues.
+ Share case studies, contribute to team initiatives, and cover for absent teammates.
+ Proactively understand and contribute to team goals, cooperate with other departments to ensure customer success.
+ Propose and communicate measures and initiatives for account success.
+ Achieve personal account goals and KPIs.
+ Partner with sales to achieve results, plan for customer success, and address and prevent problems.
**Skills/Competencies**
+ Data Proficiency: Quickly analyze operational data and identify anomalies.
+ Unbiased Decision-Making: Formulate hypotheses based on data, maintaining an unbiased perspective.
+ Risk Prevention: Proactively assess and manage accounts in sales partnership to enhance effectiveness and results.
+ Motivational Skills: Understand client issues, identify problems, and partner internally for solutions.
+ Adaptability: Overcome obstacles and drive change while taking ownership.
+ Perseverance: Never give up, persistently think through and execute tasks.
+ Continuous Learning and Leadership: Prioritize ongoing self-improvement and show the initiative to explore new markets.
**Salary Range Transparency**
NYC Metro Area 27.94 - 36.00 USD per hour
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
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For more information about our commitment to equal opportunity/affirmative action, please visit our Careers page (********************************
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Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs .
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**AI Notice**
Indeed is committed to ensuring fairness and transparency throughout our hiring process. We use artificial intelligence (AI) tools to assist in the screening, assessment, and selection of applicants for this position by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making. Unless otherwise notified, Indeed does not use AI constituting an AEDT or an ADMT as those tools are defined in applicable laws.
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Reference ID: 46407
Medical Services Specialist (Registered Nurse)
Service specialist job in Ronkonkoma, NY
An employee in this class completes medical and social assessments to determine the needs of potential home care and/or long-term home health care clients. The employee may authorize specific hours of personal care services and monitor quality of home care services rendered to eligible Medical Assistance clients or assist vulnerable populations in locating the appropriate care. The incumbent is expected to exercise independent initiative and judgment. Work is performed under general supervision and is reviewed by a professional or administrative superior through conferences and reports for conformance to departmental regulations.
*Does related work as required.
PLEASE DO NOT APPLY HERE
To be considered for the Medical Services Specialist role, candidates must proceed to the following link:
*****************************************************************
Once you have followed the above link, you will be presented with a list of all exams.
NOTE: The exam is "Medical Services Specialist"
Please Proceed As Follows:
Locate at the top
right side
of the site in the blue area,
"Log In To Apply For Exams or Change Your Profile"
In the same blue area you must select
"Click here to create a Civil Service User ID"
Complete all questions and proceed as requested
Medical Services Specialist Position Details
KEY RESPONSIBILITIES
:
:
Performs medical case management functions in accordance with established policies and procedures;
Reviews medical reports to determine the nature of medical care requested, its appropriateness, comprehensiveness and continuity;
Recommends special and complex items of medical care and services in conformity with established departmental policies and procedures;
Identifies and compiles information on individuals unable to obtain an appropriate level of care;
May work closely with hospital discharge planners;
Establishes and maintains close contact with physicians and allied professional personnel; informs them of new and revised policies and procedures of the department;
Reviews and makes recommendations for revisions of medical policies and procedures as they relate to home care in accordance with the changing needs of overall medical treatment plans;
Makes on-site visits to providers to insure compliance with departmental policy, state regulations and the law;
May represent the agency at Fair Hearings or Legislative Meetings.
Benefits For You Now And Your Future
Health Insurance: Suffolk offers a comprehensive health insurance plan, including medical, dental, and vision coverage
Pension
Paid Time Off: Vacation (2 weeks to start) is accrued based on length of service; sick leave allows employees to take time off for illness without sacrificing pay; personal days can be used for a variety of reasons; and thirteen (13) paid holidays.
Work-Life Balance: County jobs offer regular working hours, reducing the need for overtime or irregular shifts. This helps employees maintain a good work-life balance.
Overall, county government jobs offer a combination of competitive benefits and job security, making them an attractive option for many job seekers.
Salary:
$100,772
*This position does not offer relocation assistance at this time
**Sponsorship is not available for this role
OPEN COMPETITIVE
MINIMUM QUALIFICATIONS
Graduation from a college with federally-authorized accreditation or registration by New York State with a Bachelor's
or
Master's Degree in
Nursing
or other health or human services field,
Plus two (2) years of experience as a registered professional nurse in home health care and/or the review of home health care services for medical necessity or in the delivery of preventive health care services.
***
Experi ence must have been gained within the last ten (10) years.
NECESSARY SPECIAL REQUIREMENT
At the time of appointment and during employment in this title, employees must possess a
Registered Nurse's license
issued by the State of New York.
Employees must also possess and maintain a valid license to operate a motor vehicle in New York State.
.
Suffolk County's Commitment to Diversity, Inclusion & Equity:
Our focus is to promote, support, and implement the County-wide diversity and inclusion strategic plan.
We achieve results in all our responsibilities through the use of diversity and inclusion best practices.
We maintain a familiarity with Diversity & Inclusion trends and best practices.
Suffolk County is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
Auto-ApplyClient Specialist
Service specialist job in Wainscott, NY
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. 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
Customer Service Professional
Service specialist job in Stamford, CT
About Us
Over the past 25 years, Waste Harmonics Keter has been at the forefront of the waste and recycling industry, delivering innovative, data-driven solutions. We help companies right-size their waste operations and get out of the waste business with industry-leading expertise, state-of-the-art waste technologies, and industry-leading customer service. Visit Waste Harmonics Keter for more information.
Job Purpose
As a Customer Service Professional (CSP), you are a key representative of Waste Harmonic Keter's commitment to customer satisfaction and operational excellence. You will ensure a seamless, solutions-oriented experience for clients across diverse industries by efficiently resolving inquiries, addressing service needs, and maintaining high customer satisfaction. This role demands professionalism, accuracy, and collaboration, while upholding the company's values and consistently enhancing the customer experience.
Duties and Responsibilities
People
Self-Development - Invests in ongoing professional development through continuous learnings, feedback integration, goal setting, and cross-training.
Team Collaboration Enhances team performance by fostering knowledge sharing, open communication and mutual support.
Operations
Performance Metrics - Consistently meets or exceeds key performance indicators (KPIs), including resolution times, response rates, and customer satisfaction scores.
Data Management - Ensures integrity and accuracy in CRM documentation, supporting informed decision-making and efficient operations.
Process Adherence - Rigorously follows standardized workflows, scripts, and SOPs to maintain regulatory compliance and service consistency.
Stakeholder Management
Collaboration - Collaborates across teams and functions to resolve issues and elevate customer experience through shared expertise.
Customer Engagement - Cultivates trust-based relationships by understanding customer needs and delivering tailored, value-driven solutions.
Strategy
Continuous Improvement - Analyzes customer feedback and service data to identify recurring issues, enabling proactive improvements and service innovation.
Customer-Centric Focus - Delivers high-quality service aligned with company goals to enhance customer satisfaction, retention, and long-term loyalty.
Performs other duties as assigned.
Qualifications
Education & Experience:
High school diploma or GED required
Associate's or Bachelor's degree in Business, Communications, or a related field preferred
Familiarity with customer service principles, including active listening and empathy.
Experience using phones, email or live chat to communicate with customers.
Understanding of the company's products, services, and policies to provide accurate information.
Ability to handle customer inquiries, complaints and services.
Basic troubleshooting and problem-solving techniques.
Strong written and verbal communication skills.
Knowledge & Skills:
Previous experience in customer-facing roles such as retail, hospitality, or call centers.
Ability to handle customer inquiries professionally and resolve issues effectively.
Ability to meet or exceed performance goals in a customer service setting.
Strong communication skills with a focus on clarity and professionalism.
Awareness of performance metrics such as response time, first-call resolution, and customer satisfaction.
Work Conditions/Physical Requirements
Office environment. Noise level is moderate.
Work is primarily performed at a desk using a computer and other standard office equipment
Occasional walking to meetings or shared office equipment may be required.
Ability to work after normal business hours as needed.
Waste Harmonics Keter Comprehensive Benefits Package
Competitive Compensation
Annual Bonus Plan at Every Level
Continuous Learning and Development Opportunities
401(k) Retirement Savings with Company Match; Immediate Vesting
Medical & Dental Insurance
Vision Insurance (Company Paid)
Life Insurance (Company Paid)
Short-term & Long-term Disability (Company paid)
Employee Assistance Program
Flexible Spending Accounts/Health Savings Accounts
Paid Time Off (PTO), Including birthday off, community volunteer hours and a Friday off in the summer
7 Paid Holidays
At Waste Harmonics Keter , we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates from all backgrounds to apply.
Auto-ApplyService Consultant
Service specialist job in Farmingdale, NY
As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. You will serve as the communicator and liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer.
Education
High School
Experience
Less than 1 year
Additional Information
Looking for experienced service adviser or someone willing to learn the business to complete service team. This is a fast paced dealership must be reliable have clean license. Good with customers and be able to multi task. We offer health benefit packages, 401k, paid vacation and holidays and competitive compensation plan. This is a full time position including rotation on Saturdays.
Employment Position: Full Time
Salary:
$80,000.00 - $100,000.00 Yearly
Salary is negotiable.
Zip Code: 11735
Dispatch Operations Specialist
Service specialist job in Milford, CT
Job DescriptionDescription:
This role requires you to be highly organized, and detail-oriented to manage the daily coordination of service calls, technician scheduling, and customer communication. This role is essential to ensuring smooth field operations, efficient technician routing, and exceptional customer experiences.
The ideal candidate thrives in a fast-paced environment, is a strong communicator, and has experience using dispatch or field service software (e.g., FieldEdge).
The essential functions include, but are not limited to the following:
Daily Scheduling & Dispatching
Assign and dispatch technicians based on skillset, job type, and geographic location.
Monitor job progress and communicate updates or changes with field staff and customers.
Maintain an organized and efficient job board throughout the day to reduce downtime and increase job completion.
Customer Service & Communication
Answer incoming service calls, emails, and messages with professionalism and urgency.
Provide customers with job updates, ETA notifications, and appointment confirmations.
Handle last-minute schedule changes and resolve scheduling conflicts.
Coordination & Workflow Optimization
Work closely with service technicians, office staff, and sales teams to ensure accurate and timely job execution.
Verify that all required information (materials, notes, permits, etc.) is included before job dispatch.
Optimize routes for field teams to reduce travel time and increase productivity.
Software & Documentation
Use dispatching software (FieldEdge, etc.) to schedule jobs, update statuses, and log notes.
Track job progress and completion in real time.
Assist in generating service reports, job summaries, and technician performance data.
Support & Cross-Functional Tasks
Deposit A/R checks daily.
Work with the inventory/purchasing team to confirm material availability before dispatching.
Support administrative tasks related to job closeout, customer follow-up, or warranty claims.
Collaborate with operations leadership to improve dispatch procedures and technician utilization.
Requirements:
Minimum Qualifications (Knowledge, Skills, and Abilities)
2+ years in dispatching, scheduling, or operations coordination (HVAC, plumbing, or related field preferred)
Experience using field service management software (e.g., FieldEdge)
Strong understanding of geographic mapping and technician routing
Excellent communication and interpersonal skills
Highly organized with strong multitasking abilities
Able to work well under pressure and adapt quickly to changing priorities
Comfortable with technology, CRM systems, and data entry
Familiarity with HVAC systems and terminology.
Experience optimizing routes and schedules for field service technicians.
Knowledge of customer relationship management (CRM) tools.
Client Specialist- Commercial Term Lending, Commercial Real Estate
Service specialist job in Uniondale, NY
JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-ApplyBrightening Specialist - Exterior Services & Holiday Lighting
Service specialist job in Seymour, CT
Benefits:
Bonus based on performance
Company car
Company parties
Dental insurance
Flexible schedule
Free food & snacks
Free uniforms
Health insurance
Training & development
Vision insurance
Job Title: Brightening Specialist - Exterior Services & Holiday Lighting
Company: Bright Brothers of the Valley
Job Type: Full-Time
Location:{ job.location.name }
Compensation: Competitive Pay | Performance Bonuses Available
Schedule: Monday - Friday | Some Evenings or Weekends May Be Required
About Bright Brothers Bright Brothers is a full-service soft washing and holiday lighting company dedicated to helping homeowners enhance the beauty and longevity of their homes. We use advanced softwash technology-a safer and more effective alternative to traditional pressure washing-to deliver stunning results. Our commitment to exceptional customer service and ongoing employee training sets us apart. We're a company that values professionalism, growth, and creating a positive team culture.
Position Summary We're looking for a motivated and personable Brightening Specialist to help grow our business by connecting with homeowners and commercial clients, diagnosing their needs, and providing tailored service solutions. This is a customer-facing role with excellent earning potential for the right candidate.
Key Responsibilities
Conduct in-person consultations with prospective clients to assess property needs and recommend service packages
Follow and present offerings using adhering to Bright Brothers training program
Build trust and rapport with clients through great communication and a solutions-first approach
Generate leads through guerilla marketing strategies: flyers, yard signs, door-to-door, and referral programs
Represent Bright Brothers at local networking groups (e.g., BNI meetings) to promote services and build community connections
Track leads, update CRM systems, and follow up with potential clients consistently
Qualifications
High school diploma or GED (preferred)
1-3 years of experience, ideally in-home services or a similar field
Excellent interpersonal and communication skills
Confident, self-motivated, and results-driven
Ability to manage your own schedule and stay organized
Reliable transportation and valid driver's license (required for canvassing and appointments)
What We Offer
Competitive Pay [ depending on experience]
Performance bonuses and referral incentives
Access to industry-leading resources and training
A supportive, respectful team environment
Opportunities for career advancement and professional development
Apply Today!If you're a confident communicator with a passion for helping customers, we'd love to hear from you. Apply now to start your career with a growing company where your success is our success!
Our company is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristic protected by law.
Compensation: $40,000.00 - $70,000.00 per year
About Us
At Bright Brothers, we pride ourselves on being the go-to provider of high-quality soft washing, gutter cleaning and protection, and full-service holiday lights. Our mission is simple: to be the exterior washing and holiday lighting company of choice, by providing high quality services, promptly and reliably. We believe in going above and beyond for our customers-being friendly, helpful, and always willing to take that extra step to ensure satisfaction.
We're more than just a service company; we're a team that values customer service and believes in delivering the best results every time. Whether it's ensuring a roof is clean and protected or making homes shine with beautiful holiday lights, we are committed to exceeding expectations.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to Bright Brothers Corporate.
Auto-ApplyReceptionist - Client Experience Specialist
Service specialist job in Norwalk, CT
Job DescriptionReceptionist - Client Experience Specialist
Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685****************
The First Impression Matters. Make Yours Unforgettable.
Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership.
This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury.
What You'll Do
As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include:
Welcoming all guests and clients with professionalism, warmth, and attention to detail
Operating a multi-line phone system with discretion and efficiency
Managing and reconciling daily payments and receipts
Supporting dealership leadership and department heads with administrative tasks
Maintaining the appearance and functionality of the showroom and client lounge
Preparing refreshments and ensuring amenities are always guest-ready
Supporting documentation, filing, and dealership reporting processes
Keeping the environment calm, organized, and client-focused
What We're Looking For
This is a role for someone who brings grace under pressure and a polished presence to everything they do.
You should have:
Excellent communication skills-verbal, written, and interpersonal
Strong typing and administrative accuracy (60+ WPM preferred)
Professional appearance, tone, and etiquette
Confidence handling high-end clientele and managing multi-task priorities
A steady, solutions-oriented approach to problem-solving
Availability for full-time work, including Saturdays
Why Join Genesis of Ridgefield
Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth.
We offer:
Competitive hourly pay
401(k) with company match
Paid holidays and PTO
A high-integrity culture that values every role
Team celebrations, outreach events, and career development opportunities
Apply Today
Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but
leads from the front
.
**************
Receptionist - Client Experience Specialist
Service specialist job in Norwalk, CT
Genesis of Ridgefield | Keeler Motor Car Company - Norwalk, CT 10 Tindall Avenue, Norwalk, CT 0685****************
The First Impression Matters. Make Yours Unforgettable.
Genesis of Ridgefield, powered by the legacy of Keeler Automotive Group, is seeking a poised and professional Receptionist - Client Experience Specialist to join the front line of our luxury dealership.
This is more than a front desk role-it's the heartbeat of our client-facing experience. You'll greet every guest, manage key administrative operations, and set the tone for a dealership that prides itself on hospitality, precision, and modern luxury.
What You'll Do
As the Receptionist and Client Experience Specialist, you are the voice and presence of Genesis. Your responsibilities will include:
Welcoming all guests and clients with professionalism, warmth, and attention to detail
Operating a multi-line phone system with discretion and efficiency
Managing and reconciling daily payments and receipts
Supporting dealership leadership and department heads with administrative tasks
Maintaining the appearance and functionality of the showroom and client lounge
Preparing refreshments and ensuring amenities are always guest-ready
Supporting documentation, filing, and dealership reporting processes
Keeping the environment calm, organized, and client-focused
What We're Looking For
This is a role for someone who brings grace under pressure and a polished presence to everything they do.
You should have:
Excellent communication skills-verbal, written, and interpersonal
Strong typing and administrative accuracy (60+ WPM preferred)
Professional appearance, tone, and etiquette
Confidence handling high-end clientele and managing multi-task priorities
A steady, solutions-oriented approach to problem-solving
Availability for full-time work, including Saturdays
Why Join Genesis of Ridgefield
Genesis of Ridgefield is the most dynamic dealership launch in Fairfield County, blending startup energy with luxury-level expectation. As part of the Keeler Automotive Group, you'll be backed by a 50+ year tradition of operational excellence, integrity, and growth.
We offer:
Competitive hourly pay
401(k) with company match
Paid holidays and PTO
A high-integrity culture that values every role
Team celebrations, outreach events, and career development opportunities
Apply Today
Submit your resume and a short cover letter telling us why you're the right first impression for Genesis. We're looking for someone who doesn't just sit at the front-but
leads from the front
.
**************
Auto-ApplyClient Relationship Specialist, Private Wealth Sales - Canvas Custom Indexing
Service specialist job in Stamford, CT
O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.
O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
For more firm information, please visit ************
Relationship Management Specialist
Vice President
The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS , OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.
Key Responsibilities Include:
Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads
Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process
Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory
Develop new advisor relationships and retain and deepen existing relationships
Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities
Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions
Take ownership of follow-up communication
Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests
Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS
Manage ongoing account service requests in a timely manner
Support growth efforts by coordinating across sales, operations, and Portfolio Management teams
Highly Desirable:
5+ years of experience in asset management or investment management
Strong experience with tax loss harvesting platforms and separate account operations
Strong knowledge of equity investment landscape, portfolio management, financial planning
Experience working with financial advisors
High degree of comfort with technology
Ability to effectively problem solve in a timely manner
Must maintain strong working relationships both internally and with external clients
Superior work ethic
Comfortable working in a fast-paced environment
Ability to manage multiple tasks effectively
Self‐starter, able to proactively identify opportunities for process improvement
Strong time management and organizational skills
Team player
Intellectual curiosity
Location:
Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office.
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000.
For more information on our firm, please visit our website at ************. To apply, please visit here.
#MID_SENIOR_LEVEL
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Auto-ApplyOut reach Specialist/Cold caller
Service specialist job in Hicksville, NY
Job DescriptionWe are looking for a ENTHUSIASTIC, motivated and confident cold caller to follow up on leads and potential wireless customers!!!!! Gather basic customer information Follow a simple script Set appointments Reliable, Professional and clear speaking voice
Part Time Sales and Service Specialist
Service specialist job in Shelton, CT
The Part Time Sales and Service Specialist, TNC is an essential member of the Hertz Local Edition team. As a brand ambassador, the Part Time Sales and Service Specialist will be facilitating the fastest, easiest, and most valued rental car experience to Lyft and/or Uber drivers
Ensure optimal operational efficacies to provide customers the best rental car experience
Provide assistance creating a rental car reservation, processing rentals and providing clean and safe vehicles to our customers.
Assist customers with various post rental inquiries that involve the rental and billing process
Work in a fast-paced environment, while providing helpful customer service that enhances the customer's rental experience.
Answer phone inquiries about the Hertz/Lyft/Uber Rental Car Program, rental requirements, billing, rental car extensions, roadside assistance questions and more.
Effectively communicate the Hertz/Lyft/Uber Rental Car Program and Procedures.
Maximize revenue opportunities with customers by actively soliciting business after customer inquiry by overcoming customer objections.
Ensure vehicles are prepared for customer pick-up, including checking vehicles for damage, cleaning interior (windows, door jams, trunk, vacuum, etc.) and exterior (wash) of vehicle, filling gasoline tanks and checking fill levels of all fluids.
Professional Experience:
Ability to work in a fast-paced environment with a variety of tasks.
Ability to demonstrate professionalism, enthusiasm, and outstanding communication skills.
Previous customer service.
Strong time management and organizational skills are required
Computer literate and detailed orientated.
Must have a valid driver's license with an acceptable driving record
Wages: $17.00/hr.
Knowledge:
Customer service resolution practices
Excellent communication techniques
Sales Management/Coaching ability
Skills:
Demonstrate good written and oral communication skills.
Work in a fast-paced environment with a variety of tasks. Excellent organizational and time management skills.
Demonstrate professionalism and interpersonal skills.
Show a high level of ownership, accountability and initiative.
Proven experience of working well within a team.
Ability to work flexible shifts including weekends and holidays; and work overtime as required.
Willing to work outdoors during all weather conditions.
Assist with special administrative projects when needed.
Ability to stand for long periods of time.
Ability to communicate in English clearly and proficiently. Candidates fluent in other languages are encouraged to apply
Auto-ApplyOut reach Specialist/Cold caller
Service specialist job in Hicksville, NY
We are looking for a ENTHUSIASTIC, motivated and confident cold caller to follow up on leads and potential wireless customers!!!!! Gather basic customer information Follow a simple script Set appointments Reliable, Professional and clear speaking voice Compensation: $18.00 per hour
Our Company
In 1988 Wireless Zone opened it's first store in Wethersfield, CT. From the moment it opened, it was a model that begged to be replicated. Today we've grown to become the largest Wireless Franchise in the US. We have over 400 stores, in 28 states throughout the northeast, mid-Atlantic, south and mid-west. In addition to our franchise stores we have a growing number of corporately owned and operated locations. We sell all the latest cellular/wireless phones, GPS navigation, wireless accessories, Verizon FIOS High Speed Fiber Optic Network, Wireless Data Devices and pre-paid cellular services.
Our Culture
We take pride in being a first name only company and we realize that employees are the key to our continued success. Today our employees are committed to the same standards of outstanding customer service that helped to found the company. We are dedicated to being the nation's top wireless retailer by providing the best customer experience.
Our Community
The Wireless Zone franchise is passionate about community involvement and positively impacting the lives of others. The Wireless Zone Foundation for Giving was established in 2003 and offers grants to charitable organizations from donations by Wireless Zone franchisees, employees and friends. The grants are given to support programs and organizations dedicated to improving the communities in which we operate and live.
Our Future
In December 2012, the Wireless Zone franchise was acquired by GLENTEL, the largest independent multi-carrier mobile phone retailer in Canada and a leading international provider of innovative telecommunications services. This merger is expected to open exciting new possibilities for growth for our company. We are constantly in search of other business lines that would complement our current list of services and provide another source of profit for our franchise owners.
Join our team today!
Auto-Apply