Guest Experience Associate
Customer Service Advisor Job 34 miles from Cleveland
$13/hour
Ages 18+
At Cedar Point, work is FUN! Working as a Guest Experience Associate, you'll ensure our guests have the best day ever! You'll exceed guest expectations by listening to feedback, providing recovery, and assist with questions about the park. You'll also…
Assist with resolving guest conflicts in a polite and professional manner.
Provide exceptional service to guests regarding their questions and concerns.
Troubleshoot difficulties guests experience to minimize interruptions to their visit.
Become an expert on Cedar Point's accessibility services and provide access to Cedar Point's attractions to guests with disabilities.
Reunite guests with their belongings at Lost and Found.
Some of our amazing perks and benefits:
Paid training and FREE uniforms!
FREE Admission to Cedar Point and our other properties!
FREE tickets and discounts to local attractions!
FREE tickets for family and friends!
20% discounts on food and merchandise!
Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy! As a member of our team, you'll…
Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
Interact with different people of all ages and backgrounds.
Gain skills, knowledge and experience that will benefit your future.
Qualifications:
You!
People who love helping others and will support the needs of our guests and associates.
Good judgement and a commitment to safety.
Ability to work and interact with people from diverse backgrounds.
Individuals with a passion and excitement about Cedar Point.
Availability to include some weekdays, weekends, evenings, and holidays.
(WFH) Customer Support Specialist
Customer Service Advisor Job 13 miles from Cleveland
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Senior Customer Service Associate, Promenade Crocker Park - Full Time
Customer Service Advisor Job 13 miles from Cleveland
Be part of an amazing story.
Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.
Job Summary
As a Senior Customer Experience Colleague, you will prioritize the customer experience by selling to our customers in the moment to service their needs. You will drive enterprise wide cross-category selling across multiple selling platforms to deliver sales goals, achieve sales growth, and enhance the shopping experience by providing personalized service in all departments. This position exemplifies the Own Your Style service model and requires a can-do attitude that goes above and beyond with a personable and efficient approach when servicing the customer.
What we can offer you
Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.
Some additional benefits we offer include:
Merchandise discounts
Performance-based incentives
Annual merit review
Employee Assistance Program with mental health counseling and legal/financial advice
Access the full menu of benefits offerings here.
What you will do
Provide an exceptional customer experience by selling merchandise and meeting any need our customer may have whether its in-store or through virtual selling.
Assist the customer and influence the sale by making the best product recommendations, focusing on size, fit, and style while leveraging product knowledge and digital resources (product descriptions, customer reviews, etc.).
Engage and interact with customers during their in-store or online journey to acquire and grow client relationships by leveraging elevated outreach tools including My Client and company social media assets.
Effectively develop and maintain relationships with peers and store leadership to problem solve and create the best possible outcome for the customer. Share customer feedback daily to create a better customer experience.
Use Point of Sale (POS) systems, client acquisition systems, and other store technology, including, but not limited to computers, tablets, smart phones, work-associated apps, and social media.
Partner with store team, vendors, and community partners to develop, advertise, and host virtual and in-store events to deliver incremental sales.
Maintain selling floor presentation following company merchandise directives and ensure fitting rooms are customer-ready by promptly clearing merchandise and returning it to the appropriate area on the selling floor.
Ensure receipt of new merchandise, unpack and set up new merchandise according to visual guidelines
Reconfigure store fixtures to prepare new layout and visual presentation for upcoming theme.
Perform store opening and closing procedures, including accessing alarm system and settling the registers
Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities.
Skills You Will Need
Product knowledge: Good understanding of the products you are selling and be able to give expert guidance to customers based on their wants, features, and choices.
Communication: Comfortable communicating with customers virtually, via phone, and in person.
Sales: Ability to build relationships with customers, achieve sales goals, and participate in pre-selling and sales-boosting events.
Technology: Utilize point of sale technology and applications to help in selling and fulfilling customer orders.
Continuous Learning: Self-driven to keep up with product knowledge and trends and stay current with all training through Macy's educational resources.
Interpersonal Skills: Excellent interpersonal skills, with the ability to work effectively with colleagues at all levels and across departments.
Collaboration: Partnership with the total team to drive sales and deliver the customer experience
Who you are
Flexible availability, including days, evenings, weekends and holidays.
Ability to effectively communicate and present information to customers, peers, and all levels of management.
Resourceful and able to adapt quickly to changing priorities.
At least 2 years of selling or customer experience preferred.
Essential Physical Requirements
Position requires prolonged periods of standing/walking around store or department.
Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions.
Reaching, including above eye level, crouching, kneeling, stooping, climbing ladders, and color vision.
Lifting and moving items weighing up to 30 lbs.
About Us
This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives.
Join us and help write the next chapter in our story - Apply Today!
STORES00
This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macys JOBS.com.
Customer Service Representative
Customer Service Advisor Job In Cleveland, OH
We are looking for a CUSTOMER SERVICE REPRESENTATIVE for our facility in Cleveland (East).
.
This is an opportunity for someone with
prior
customer service experience to join a successful, well-established company and work with knowledgeable professionals, to learn, and to further develop their career.
The primary responsibility of the Customer Service Representative (CSR) is to offer excellent service and support to customers and leads. The CSR position also interacts with, and supports, the sales and marketing teams.
Position Responsibilities:
Answer and route phone calls
Enter customer orders, quotes, and sample requests
Email/phone communication with customers regarding order requirements/status
Assist with freight quotes
Provide general office support (i.e. greeting guests, distributing mail)
Use internet skills for lead generation research; provide lead follow-up as directed
Assist with bid filtering, and research
Assist with marketing/sales campaigns, including by phone, digital & print marketing, and campaign follow-up
Qualifications:
2 years prior experience in customer service in a manufacturing environment. Pavement Maintenance Product knowledge, a plus
HS/GED required; post HS education or Associates a plus. Will consider a combination of education and experience
Excellent verbal communication and listening skills; professional telephone presence
Skilled in written communication - spelling, punctuation, and grammar
Strong organizational skills, detailed-oriented, and accurate. Self-directed and able to meet deadlines
Ability to maintain a professional, courteous, and helpful demeanor when dealing with diverse individuals
Strong skills in spreadsheets and database use. Prior experience with a customer database/CRM and ERP, including accurate entry and report writing preferred.
Proficient in MS Office (Excel, Word, Outlook) and office equipment (copier, scanner, and telephone systems)
Seasonal Merchandising Service Associate - Weekends Preferred
Customer Service Advisor Job 49 miles from Cleveland
What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:
Being friendly and professional, and engaging vendors and associates to meet store needs.
Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate.
Creating visually appealing product selections that are safe, clean, and easy for customers to access.
The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion.
What We're Looking For
Hourly Seasonal: Generally scheduled 10-40 hours.
Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location)
Physical ability to perform tasks that may require prolonged standing, sitting and other activities
Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance.
What You Need To Succeed
Minimum Qualifications
Ability to read, write, and perform basic arithmetic (addition, subtraction).
Ability to work overnight and weekends as required.
Ability to utilize web based computer programs to accomplish assigned tasks.
Preferred Qualifications
High school diploma or equivalent.
6 months of Lowe's sales floor experience.
6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays.
3 months of experience operating power equipment such as lifts, order pickers, and similar equipment
Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws).
Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
#Full time RequiredPreferredJob Industries
Retail
Client Success Associate
Customer Service Advisor Job 9 miles from Cleveland
Are you passionate about building relationships and helping clients achieve their goals? Do you thrive in a role where your work directly impacts customer satisfaction and business success? If you're ready to take your career to the next level, we want you as our next Client Success Associate!
In this role, you'll be the trusted partner for our clients, ensuring they get the most out of our products and services. Your ability to listen, problem-solve, and deliver exceptional support will make you a key player in our success.
What You'll Do:
Build and nurture relationships with clients, understanding their needs and goals.
Proactively guide clients on how to use our products and services to achieve success.
Address client concerns and troubleshoot issues with speed and care.
Monitor client accounts to identify opportunities for growth and improvement.
Collaborate with internal teams to ensure a seamless client experience.
What We're Looking For:
A client-first mindset with a passion for helping others succeed.
Strong communication and interpersonal skills, with a knack for building trust.
A problem-solving attitude and the ability to think on your feet.
Strong organizational skills and the ability to manage multiple priorities.
A positive, proactive attitude and a willingness to go the extra mile.
Why You'll Love This Role:
You'll play a key role in driving client satisfaction and business growth.
You'll work in a collaborative, supportive environment where your contributions are valued.
Every day brings new challenges and opportunities to learn, grow, and make an impact.
If you're ready to bring your passion for client success to a role where you can thrive, we want to hear from you! Apply now and let's achieve great things together.
Memory Care Coordinator (LPN, Assisted Living) Danbury Brunswick
Customer Service Advisor Job 19 miles from Cleveland
At Danbury, you don’t just clock in at a job. You walk in the door to a work family who wants to make the day count. We truly believe our employees and residents are a family that comes together to enjoy the good things in life, including one another.
When our employees feel special, so do our residents.
That’s the Danbury Difference Benefits for full time employees: · Company paid Short Term Disability, Long Term Disability, Life and AD&D · Medical, Dental, Vision, Additional Voluntary Life, Additional Voluntary AD&D · 401(k) · Paid Time Off · Paid Holidays · Tuition Reimbursement Danbury Employees are not mandated to have the COVID-19 vaccine.
As a member of the community leadership team, this person must have business experience to direct and manage the overall administrative activities: reception and secretarial, recordkeeping, and human resources at the community level to assure that proper administrative procedures are maintained.
The office manager interacts with residents and their sponsors in financial matters as well.
Responsibilities include but are not limited to: · Plan and coordinate a therapeutic program which meets spiritual, social, emotional, physical, and intellectual needs of the resident · Asses resident characteristics (i.
e.
, stages, sex, ethnic background, prior lifestyles, cognitive and functional abilities) and, in conjunction with other departments, plans and organizes program content · Monitor daily functioning of the neighborhood to ensure continuity of, and appropriate changes in the program · Assist in developing, implementing, and conducting in service training and education of care to all staff regarding memory care programs/activities working alongside the Director of Nursing and Life Enrichment Director.
· Establish and maintain a sense of teamwork through effective communications, interaction, and team meetings.
Develop and maintain cooperative relationships; inform and consult with staff regarding program and integrate with other services · Participate in support groups at the direction of the Life Enrichment Director · Assess the educational needs of staff regarding program and dementia-specific knowledge and works with the Life Enrichment Director to ensure appropriate education is provided · Market the program through involvement in community organizations and participates in the local Alzheimer’s and like associations · Maintain accurate and timely documentation that complies with state regulations and community policy · Work with management to develop and maintain written program objectives and procedures for implementation; method of evaluation · Serve as a role model for staff regarding care of dementia resident · In coordination with the nursing department and Director of Life Enrichment, perform a pre-admission assessment for each potential resident · Assist with the resident’s admission to ensure a smooth transition · Assist with the adjustment of the resident and family to the community; contacts weekly for the first month post-admission · Keep abreast of current research, new programs, and community resources which may benefit residents and families and makes referrals as appropriate to facilitate the resident’s use of resources, and to promote the resident’s increase level of social functioning · Assist residents in the maintenance and adequate supply of personal clothing and other personal items · Refer the resident/resident’s sponsor internal and external services that are available to the Director of Life Enrichment · Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Executive Director Preferred Skills and Qualifications: · Must be an LPN · Experience with Alzheimer’s and other dementia individuals · Two years of previous experience in programming: including but not limited to: POC (plan of care programs, scheduling staff, coordinating meeting with POAs and families, planning activities and working with dementia residents in an assisted living environment · Background in nursing/ proving one on one care for seniors · Flexible schedule, including availability to work evenings, weekends and holidays as needed If you have a positive outlook and would like to work on a great team then we want to hear from you! Danbury Senior Living is an Equal Opportunity Employer and considers all applicants for positions without the regard to race, color, religion, sex, national origin, age, sexual orientation, marital or veteran status, or non-job-related handicap or disability.
IND789
Personal Lines Customer Service Rep
Customer Service Advisor Job 19 miles from Cleveland
Insurance agency seeking full-time, personal lines CSR(Customer Service Representative). Strong communication (written, oral and computer) skills. Insurance license a plus but not required. Great career opportunity with room for advancement, educationally and professionally.
Customer Service Insurance Agent
Customer Service Advisor Job 49 miles from Cleveland
Oyer Insurance Agency is looking for an individual to provide prompt, exceptional customer service to our policyholders. We are a small independent agency with a laid back work environment. We value being able to provide quality service over sales goals. Our hours are 9-5 Monday through Friday and Saturday 9-12. We value a good work life balance and can be flexible with you as well.
You'll be responsible for quoting insurance policies, advising potential clients on coverage, making changes, and retention of existing accounts. You'll also help resolve billing issues and take payments over the phone and in person. If you have previous property and casualty insurance experience and have a friendly, client-first attitude, please apply today!
Responsibilities for insurance customer service representative
Understands and explains policy, coverage, billing and eligibility provisions related to individual customer circumstances.
Receives customers requesting quotes or changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
Assist with cross-selling current clients and asking current policyholders for opportunities to quote additional lines.
Review customer renewal concerns and provide alternative solutions for business retention.
Quoting and follow up of system generated leads.
Remarket current customers flagged at renewal.
Maintain an up-to-date customer profile.
Make suggestions to improve customer satisfaction and operation workflow.
Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
Follow up with customers concerning billing, supporting documentation, and company letters.
Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
Knowledge, Skills, and abilities
Must be an assertive self-starter with the ability to maintain underwriting standards even when pressed to compromise. Should have demonstrated effective presentation skills through both verbal and written communications. Employee should maintain a professional appearance and be able to have strong interpersonal skills to strengthen relationships. Multi-tasking between phone system, email, agency management system, company websites, and basic software programs like Microsoft Word. Must be an Ohio licensed property and casualty agent in good standing. Preferably at least 2 years of experience in personal or commercial insurance.
Job Type: Full-time
Expected hours: 35 - 40 per week
Benefits:
Paid time off
Shift:
8 hour shift
Education:
High school or equivalent (Preferred)
Experience:
Insurance: 2 years (Preferred)
Customer service: 1 year (Preferred)
Experience:
Insurance: 2 years (Preferred)
Customer service: 1 year (Preferred)
License/Certification:
Ohio Property & Casualty License (Required)
Ability to Commute:
Wooster, OH 44691 (Required)
Customer Service Representative
Customer Service Advisor Job 13 miles from Cleveland
All Weather Heating & Cooling is a family owned business that has been serving Northern Ohio for over 25 years providing reliable, fair and honest service. We are looking for like-minded, self-motivated individuals that are looking to be part of our family where the sky is the limit. There is no limit to your success as All Weather grow's, all of our team members to have the ability to grow and expand with us as a family.
Role Description
This is a full-time on-site role located in Westlake, OH for a Customer Service Representative at All Weather Heating & Cooling, Inc. The Customer Service Representative will be responsible for providing customer support, ensuring customer satisfaction, and enhancing customer experience on a daily basis.
Qualifications
Customer Service Representatives and Customer Support skills
Customer Satisfaction and Customer Service skills
Customer Experience skills
Strong communication and problem-solving skills
Ability to work effectively in a team environment
Attention to detail and organizational skills
Previous experience in customer service or related field is a plus
High school diploma or equivalent
Entry-Level Customer Service Representative
Customer Service Advisor Job 9 miles from Cleveland
Are you a people-person with a passion for helping others and solving problems? Do you thrive in fast-paced environments where every interaction is an opportunity to make someone's day? If you're ready to kickstart your career in customer service, we want you as our next Entry-Level Customer Service Representative!
In this role, you'll be the face of our company, providing friendly, professional, and efficient support to our customers. Your ability to listen, empathize, and find solutions will make you an invaluable part of our team.
What You'll Do:
Respond to customer inquiries via phone, email, or chat with professionalism and care.
Troubleshoot and resolve customer issues, ensuring a positive experience every time.
Maintain accurate records of customer interactions and follow up as needed.
Collaborate with your team to share insights and improve the customer experience.
Learn and grow in a supportive environment that values your development.
What We're Looking For:
A customer-first mindset with a genuine desire to help others.
Strong communication skills, both written and verbal, with a friendly and professional tone.
The ability to multitask and stay calm under pressure.
A detail-oriented approach to ensure nothing slips through the cracks.
A positive, can-do attitude and a willingness to learn and grow.
Why You'll Love This Role:
You'll be the hero our customers rely on, making a real impact every single day.
You'll work in a supportive, collaborative environment where your contributions are valued.
Every day brings new challenges and opportunities to learn, grow, and excel.
If you're ready to bring your passion for people and problem-solving to a role where you can thrive, we want to hear from you! Apply now and let's create amazing experiences together.
Customer Service Specialist Consumer Banking
Customer Service Advisor Job In Cleveland, OH
As a Customer Service Specialist, you will be the voice, assisting clients with their banking needs in a high-energy, fast-paced call center environment. This role involves problem-solving, educating clients, and providing technical support while maintaining professionalism and empathy. Training will take place on-site for at least three months before transitioning to a work-from-home opportunity. Various shift schedules are available, including weekend options with additional compensation.
Primary Responsibilities
Handle inbound calls, answer client questions, and provide technical support.
Resolve issues, de-escalate concerns, and enhance the client experience.
Navigate multiple systems while communicating effectively over the phone.
Qualifications
1-2 years of client service experience.
High school diploma or GED.
Strong communication, problem-solving, and multi-tasking skills.
Advanced computer proficiency with the ability to navigate multiple screens.
Schedule flexibility, including working weekends and participating in shift bids.
Compensation & Benefits
401(k) matching, generous PTO, tuition reimbursement, and performance-based rewards.
Client Specialist
Customer Service Advisor Job 21 miles from Cleveland
Client Support Coordinator II
Hudson, OH, US
Coordinates the daily operational needs for a safety account book of business and participates in other support needs relating to safety services, client tools, and sales or client deliverables.
Safety/Driver History Profile (DHP) Support:
Primary contact on assigned Safety Clients and manage the following:
Assigning training and ordering MVRs per client parameters
Managing data exceptions including invalid forms, MVRS, email addresses
Review and validate special state release forms that have been uploaded to DHP
Review and validate COI or DQ documents as needed
Performing claim audits on assigned accounts
Work individually with drivers and client contacts
Meets or exceeds safety KPIs relating to time logged into the queue, average call lengths, email responses within one business day, and other items as set by the Manager of Client Support
Prepares and delivers annual safety reviews for clients
Sales and Client Support:
Completes sales proposals as requested, and other PowerPoint or client deliverables as needed
Conducts VISIBILITY training with existing clients and sets up client access
Prepares annual review data and presentation materials for client and prospect meetings
Report/Data Administration:
Prepare and send weekly, monthly, quarterly and annual reports or account summary information to clients, maintaining special instructions
Provide clients with one-time, specialized reports as requested
Review and analyze data in reports; adjusting or completing data as needed
General Business Development Responsibilities:
Provides back-up to front desk as needed
Performs administrative duties and special project work as assigned by the Client Support Supervisor
Provides user support via phone and email, including responding to ************************* emails and being logged into the DHP phone queue, and the Operator phone queue as backup or as requested
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Financial Client Liaison
Customer Service Advisor Job 13 miles from Cleveland
February 2025
Re: Financial Client Liaison Career Opportunity
Your standout opportunity:
Realize your important career growth goals when you join our leading Northeast Ohio wealth management and investment firm focused on making a difference in the lives of our team members, associates and clients. You'll enjoy significant earnings potential, incentives and competitive benefits as you take an active role in shaping the future growth opportunities that are right for you, our clients and our firm. Our progressive culture encourages ongoing professional training and education and embraces the flexibility to balance family life, community service and the other important interests that shape who you are, and the valuable skills and talents you bring to the team.
If you're a driven, self-motivated and energized Client Liaison who is passionate about helping clients pursue their unique life goals and bringing in new client relationships, we want to talk to you.
Where we do business:
We enjoy relationships with high-net-worth families and business owners in Northeast, Ohio and throughout the United States. When you join our team, you'll have an opportunity to live and work in one of the up-and-coming areas of the country - Cleveland, Ohio. We love our city and think of ourselves as “gritty cool.” For more than 25 years, our team has taken pride in contributing to our surrounding communities and making a difference in the lives of our neighbors and friends.
How you'll contribute:
Support advisors in the day-to-day care of clients' financial and investment needs
Work with advisors to prepare for client meetings including providing client reports and analysis conduct research. Prepare meeting materials as needed
As the initial point of client contact, timely responses to client questions and requests is a must
Prioritize client's service requests so expectations are met
Independently handle routine service matters pertaining to individual and corporate clients accounts managed by our firm
Timely follow-up to ensure client actions/tasks are complete.
Leverage information technology to maintain accurate client records. Ensure all records follow financial regulations and laws
Add any Personal Information as learned into CRM (Dynamics) and ensure CRM profile is accurate and complete
Processing of individual life, disability, long term care, insurance, annuity and equities submissions
Gatekeeper of all PFS Life Insurance and Disability and maintain PFS Master Life and Disability Insurance List
What you'll need to bring:
Bachelor's Degree, ideally in finance or accounting
Series 6 or 7. Series 63 or 66 is a plus
Life and Health Insurance Licenses a strong plus
Experience in the wealth planning industry
Experience with Compliance work in the financial industry a strong plus
Strong written and verbal communication skills
Proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze and E-Money
Experience with LPL Financial systems a major plus
The ability to deliver an outstanding client experience
Strong attention to detail
A team player who can easily balance their own workload plus support those of others
A self-starter who will proactively tackle workloads and meet deadlines without a lot of supervision
Active in the community and professional organizations
Ability to build new client relationships through ongoing business development
A can-do attitude
What we'll bring:
Generous salary and compensation package
Competitive benefits, including healthcare, employer retirement plan, education and training credits
Ongoing training and mentoring
Career growth opportunities
Culture that values hard work, fun, community service and family
Work/life balance and flexibility
More than 25 years of experience making a difference for our clients, team members and associates
Real people. Real answers.
Visit ************************ to learn more!
Please contact Joe Rogers at ************ x220; email: ************************ to learn more about joining our team. Thank you!
Regards,
Frank Fantozzi
CPA, MST, PFS, CDFA, AIF , CEPA
President and Founder
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Listener Engagement Specialist
Customer Service Advisor Job 33 miles from Cleveland
The Listener Engagement Specialist is a person of integrity who loves the Lord, people, and Heartfelt Radio. It is a motivated go-getter passionate about the station and works diligently to connect with donors and the right people at area churches, para-church ministries, and businesses to engage their prayerful and financial support. This tenacious ambassador for Heartfelt Radio is not a novice, but a proven fundraiser who will be rewarded financially as goals are achieved.
What We Offer
Compensation based on experience.
Faith and purpose-based career opportunity!
Fully paid health benefits
Retirement and Life Insurance
12 paid holidays PLUS birthday
Lunch is provided DAILY.
Professional Development
Paid Training
Essential Job Functions
Reports to the General Manager.
Identifies potential donors, sponsors, and grants to aggressively grow revenue for WKJA.
Creates marketing and promotional activities at area events and oversees use of the WKJA Event Trailer.
Organize campaigns to acquire listeners and donors, leading to increased donations.
Develop sponsorship opportunities with area churches/ministries, businesses, and listeners.
Nurtures relationships with sponsors, donors, and ministries for the sustainability and growth of Heartfelt Radio.
Maintains an accurate database of listener and donor contacts, as well as progress with sponsors and churches/ministries.
Responsibilities
Develops fundraising strategies aligned with a biblical philosophy.
Cultivates relationships with new listeners, encouraging them to become donors.
Converts occasional donors into recurring donors to increase revenue.
Engages high-end donors for large, memorial, and legacy gifts.
Maintains regular communication with all listeners and donors.
Implements fundraising strategies, including:
Annual Harvest Time Fundraiser
On-air and off-air promotions (within FCC and station guidelines)
Direct mail, email, newsletters, and digital promotions
Day sponsorships, print materials, and social media
Heartfelt Radio website and community events
Sponsor Relations
Develop sponsorship packages in alignment with Management's goals and FCC regulations.
Increase station funding through sponsorship opportunities.
Nurture ongoing relationships with sponsors for mutual benefit.
Church & Parachurch Relations
Build and maintain relationships with area pastors and ministry leaders.
Strengthen partnerships between ministries and Heartfelt Radio to reach NE Ohio for Christ.
Work toward incorporation of Heartfelt Radio in church missions' budgets.
General Responsibilities
Fulfill goals set by the General Manager.
Assist the General Manager with other assigned duties.
Education, Experience & Skills Required
Minimum five years in major/planned giving, with a strong drive to increase WKJA revenue.
Understands donor interests and fosters strong connections with the media ministry.
Actively listens and enthusiastically promotes the station's mission and programming.
Works effectively with diverse groups and across denominational lines.
Creative, goal-oriented, and skilled in motivating others.
Manages multiple projects under deadlines while staying calm under pressure.
Handles confidential information with professionalism.
Strong grammar, writing, public speaking, and presentation skills.
Proficient in Microsoft 365 (Teams, Excel, PowerPoint), financial software, social media, and blogging.
Collaborates well, makes sound decisions, and adapts to change.
Ready to assist, seek guidance, and learn new processes.
Maintains a clean driving record.
Other Functions
Faith-Driven - Prays for God's guidance and leads others to Christ.
Accountable - Provides regular updates on projects and opportunities to the GM.
Ethical & Professional - Upholds Christian values, CHM guidelines, and legal business standards.
Compliance-Oriented - Adheres to CHM policies and employee handbook regulations.
Flexible Schedule - Willing to work extended hours and attend weekend events as needed.
Working Conditions
Travel up to 50% locally.
Will occasionally lift and/or move up to 50 pounds.
About Christian Healthcare Ministries
Founded in 1981, Christian Healthcare Ministries (CHM) is a health care sharing ministry for Christians. CHM is a nonprofit, voluntary cost-sharing ministry through which participating Christians meet each other's medical bills. The mission of CHM is to glorify God, show Christian love, and experience God's presence as Christians share each other's medical bills
Customer Care Representative
Customer Service Advisor Job 15 miles from Cleveland
As a Customer Specialist for Action Industries, you will perform a broad spectrum of customer service functions to fulfill customer needs and assure customer satisfaction.
Job Responsibilities:
Assure the accurate and timely processing of customer transactions (orders, RMA's, quotes, catalogues/sample requests and returns) to assure customer satisfaction.
Gather customer information and identify products that meet customer needs; recommend potential products or services to management; generate sales leads.
Provide technical customer service; educate customers on product features and benefits.
Set-up and maintain customer files; maintain records of all sales activities.
Resolve product or service problems; clarify complaints, determine cause and identify solution, expedite correction and follow-up to ensure resolution.
Process product recalls
Sell products and services. Maximize promotions.
Establish and maintain effective customer relations.
Provide support to outside sales representatives.
Serve as a member of the Customer Service team, provide assistance and support as required
Qualifications:
High school diploma or equivalent is required. Associate or bachelor's degree preferred.
5+ years of experience in customer service, customer focused role required
Demonstrate strong problem solving and analytical skills
Strong communication and problem-solving skills
Experience with Microsoft Office suite of products, Customer Master software
Experience with ERP system, (SAP preferred)
Ability to prioritize and multitask
Proactive attitude towards work, teamwork, and cooperation
Benefits:
Medical, dental, vision, buy-up life, and short-term /long-term disability insurance.
Employer paid $50,000 in Life Insurance.
Safe harbor 401K plan match with 100% match on the first 3% of contributions, then 50% on the next 2% of contributions.
Paid holidays and PTO
Various performance-based bonus programs
Client Services Specialist
Customer Service Advisor Job 9 miles from Cleveland
Job Title: Client Services Specialist
Job Type: Full-Time
We are seeking an experienced, proactive and organized Client Services Specialist to support one of our top financial advisors. This individual will play a key role in managing daily operations, providing top-tier customer service and supporting the financial advisor in various administrative tasks. The ideal candidate is self-motivated, detail-oriented, able to multitask efficiently and takes the initiative to address client and team needs.
Key Responsibilities
Serve as the primary point of contact for client inquiries, providing exceptional customer service and managing communication between clients and the financial advisor.
Schedule and coordinate client meetings, including preparing necessary documentation and follow-ups.
Assist in preparing financial documents, reports, and presentations as required by the advisor.
Maintain and organize client files and databases, ensuring all information is up-to-date and accessible.
Handle general administrative tasks such as answering phone calls, managing emails, and organizing the office environment.
Process new account applications, transfers, and other client paperwork accurately and in a timely manner.
Track and follow up on client requests, ensuring resolutions are achieved quickly and professionally.
Monitor compliance requirements and ensure all client interactions and files meet regulatory standards.
Assist with marketing efforts, such as updating client communication materials and managing social media presence.
Other duties as assigned by the financial advisor to support office efficiency and client satisfaction.
Qualifications
High school diploma or equivalent required; associate's or bachelor's degree preferred.
At least 1 year experience in a retail investments role
FINRA registrations (Series 6, 7, or 63) preferred but not required to start.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and financial software.
Experience using the CRM Redtail is a plus.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Excellent communication and interpersonal skills.
Demonstrated ability to work independently and take initiative.
Additional Attributes
A proactive and solution-oriented mindset.
Ability to maintain client confidentiality and handle sensitive information with discretion.
Strong time management skills and ability to prioritize workload effectively.
A positive and upbeat personality
Other Information
Competitive compensation based on experience.
Vantage offers a suite of employee benefits including PTO, health insurance, dental/vision, ancillary insurance, 401k employer match and more.
This is an in-office position at our home office in Independence, OH. After a probationary period and with proven performance, there is an opportunity to work approximately 1 day per week remotely.
Customer Service Representative Opening #479429
Customer Service Advisor Job 13 miles from Cleveland
*Hiring Organization: *Rose International * 479429 *Job Title: *Customer Service Representative *Work Model*: Hybrid *Shift: *Mon - Fri 8:00 am - 5:00 pm 2-3 days onsite in a week
*Employment Type:* Temporary
*Estimated Duration (In months)*: 4
*Min Hourly Rate($):* 24.00
*Max Hourly Rate($): *26.00
*Must Have Skills/Attributes*: Customer Service, ERP, Sales, Supply Chain
*Job Description*
\*\*\*Only qualified Customer Service Representative candidates located near the Westlake, OH area to be considered due to the position requiring an onsite presence\*\*\*
*Required Education:*
* High School diploma
*Required Qualifications/Skills/Experience:*
* 2-5 years of experience in Customer Service / Supply Chain / Sales
* Customer-facing operations (i.e. Customer Service, Sales)
* Order to cash process knowledge
* Cloud-based solutions (i.e. Service Cloud) / ERP systems (i.e. SAP) / IT applications
* Supply Chain understanding
*Customer Service Overview:*
* Deliver an amazing Customer Service Experience (CSX) by being fully accountable for the end-to-end customer journey, and collecting feedback to drive continuous improvement.
* Be the single point of contact for current and new client customers while interacting and collaborating internally with relevant departments to meet customer expectations and needs.
*Job Duties:*
* Accountable for customer-facing activities/customer experience, acting as a single point of contact for customers, adopting a customer-centric mindset within day-to-day interactions (set and meet expectations, stress-free experience, maintain a positive & professional demeanor).
* Run OTC and Customer Service Management, focusing mainly on customer interaction-related activities (in/outbound)
* Voice of Customer: Contribute to the understanding of customer segments, trends needs, and expectations by reporting and providing feedback on client interactions.
* Build customer trust & relationships by supporting in supply, commercial & application inquiries, collecting feedback and identifying opportunities to drive customer satisfaction, including regular visits.
* Customer Relationship Management (CRM) Data: Enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Schedule follow-up actions.
* Customer Service Experience Operations: Provide a quality service to customers while identifying opportunities to secure new business or support retention via customer interaction.
* Handling customer cases and dealing with complex queries to minimize disruption & downtime.
* Collaboration: Close collaboration with internal partners/functions (CSX, Center of Excellence/CoE, Global Business Solutions/GBS+, Supply Chain), mainly via Service Cloud, judging and aligning priorities to meet customer expectations and needs vs. Supply Chain capabilities; monitor and ensure delivery of other functions commitments.
* Customer Experience Implementation: Support the implementation of differentiating customer experience initiatives, tools, and processes, including customer experience testing. Differentiate service per customer according to Customer Segmentation, Service Levels, and customer satisfaction level.
* Continuous Improvement: Contribute to reviewing existing operations in one's own area of work and generate new ideas to assist in identifying continuous improvements to enhance operational efficiencies, streamline workflows, or improve customer experience.
* Performance Management: Prioritize own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use KPIs, performance management systems, and reports to improve personal performance.
* Supporting Systems: Utilize customer service supporting systems and tools (SAP & Service Cloud), driving efficiencies and providing feedback to contribute to systems improvement (internal & external use).
* Time Management & Activities Planning: Plan activities daily, weekly, and monthly to ensure business continuity, enhance efficiencies, and improve customer satisfaction. Actively participate in team meetings to align priorities.
* Compliance: Comply with client's Corporate Standards, Global SHE, and Sustainability requirements.
Industry: Chemical and Consumer Goods Industry
Estimated Start Date: 04/07/2025
Dress Code: Business Professional
*\*\*Only those lawfully authorized to work in the designated country associated with the position will be considered.\*\**
*\*\*Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.\*\**
*Benefits:*
*For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.*
*California Pay Equity:*
*For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.*
*Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.*
*If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.*
*Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).*
#UNI
Job Types: Full-time, Temporary
Pay: $24.00 - $26.00 per hour
Benefits:
* 401(k) matching
* Dental insurance
* Health insurance
* Vision insurance
Shift:
* 8 hour shift
* Day shift
Application Question(s):
* Do you have 2-5 years of experience in Customer Service / Supply Chain / Sales?
* Do you have knowledge of the Order to cash process?
* Do you have any experience with ERP systems (SAP) and an understanding of the supply chain?
* Are you authorized to work on Rose International's W2 without sponsorship?
Education:
* High school or equivalent (Required)
Experience:
* Customer Service / Supply Chain / Sales: 2 years (Required)
Ability to Commute:
* Westlake, OH 44145 (Required)
Work Location: In person
Showroom Client Associate
Customer Service Advisor Job 11 miles from Cleveland
We are excited to partner with our local client to identify an energetic Showroom Associate! This is a small but mighty team looking for someone to join in their success and support their customers in their Beachwood area showroom.
Main Responsibilities:
Scheduling appointments
Greet customers and answer questions about product, design capabilities, and general pricing
Order entry support
Preparing sales agreements and contracts
Responding to customers via phone and email
To be successful you'll need:
Admin and customer service experience, 3 years
Strong MS Office skills
A Team Player mentality
Adaptability
Professional and polished demeanor
What you will love:
Full benefits including 401k
Stable company, consistent schedule
Growth Opportunities
Collaborative team!
$20-$22 per hour, based on experience
Please apply or send your resume directly to Abbie at ariehl@staffsol.com
Veterinary Receptionist/ Client Service Representative
Customer Service Advisor Job 19 miles from Cleveland
Animal Clinic Northview, Inc is a 35 doctor, 24-hr emergency, AAHA accredited veterinary practice located west of Cleveland in North Ridgeville. We are seeking a Full-Time Client Service Representative. Hours are 1p - 9:30p with Saturday or Sunday hours and a day off during the week. Previous veterinary clinic experience or small animal health care experience and education highly preferred and minimum 1 year customer service experience required. We provide high quality, compassionate, state-of-the-art animal care.
Applicants must possess:
- Excellent communication skills, both written and verbal
- Able to work independently and as part of a team
- Have some schedule flexibility and available for occasional overtime
- Be highly motivated and well organized with ability to multi-task in a fast-paced environment
- Strong attentive to details
- Be compassionate, a people please and have patience
- Must share in our commitment to deliver exceptional customer service to our clients and the highest quality of care to our patients
- Handle emergency situations calmly and promptly
- Must like and be comfortable around animals
Duties include but are not limited to:
- Greeting and checking in clients and patients and providing information and educating clients
- Rooming clients for doctors
- Billing clients out
- Answering phone lines, computer work, clerical work including filing, assisting clients to their cars with pets and purchases, keep our waiting room clean, stocking exam rooms and
more.
- Being on your feet and active during your shift
- working with pets of various size and weight
- Handling emergencies that come in at anytime
Work is performed in a clinic setting with regular exposure to animals.
We offer excellent benefits including competitive wages, 401K, PTO, medical and more.
Work Location:
* One location
Work Remotely
* No
Job Type: Full-Time
Pay: $15.00 per hour
Job Type: Full-time
Pay: $15.00 per hour
Expected hours: 40 per week
Benefits:
* 401(k) matching
* Dental insurance
* Employee assistance program
* Employee discount
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Schedule:
* 8 hour shift
* Holidays
* Night shift
* Weekends as needed
Education:
* High school or equivalent (Required)
Experience:
* Customer Service: 1 year (Required)
* Veterinary Receptionist: 1 year (Preferred)
Work Location: In person