Customer Service Advocate remote jobs

We seek a dedicated and enthusiastic Customer Service Representative to join our team. In this role, you will be our client's first point of contact, providing exceptional service and support. You will use your communication skills to address questions, resolve issues, and enhance customer satisfaction. The ideal candidate will be adept at analyzing customer needs and delivering tailored solutions in a fast-paced environment. Responsibilities Respond to customer inquiries via phone, email, or chat promptly and professionally. Provide accurate information regarding products and services to clients. Analyze customer concerns and provide practical solutions to enhance their experience. Maintain a high level of phone etiquette while managing multiple calls. Document interactions with clients accurately in the system for future reference. Collaborate with team members to improve service delivery and client satisfaction. Participate in training sessions to stay updated on product knowledge and customer service techniques. Organize and maintain digital client files. Verify accuracy of quotes, proposals, binders, policies, and correspondence Handle phone reception, client interactions, and document transmission to clients/insurers Researching forms for coverage questions Requirements Unless you have the skills outlined below, you will not fit our firm well. Valid CA Property and Casualty insurance license 3+ years in Property Casualty insurance agency 3+ years in commercial lines insurance Knowledge of Acord insurance forms for commercial lines Experience with admitted and non-admitted carrier procedures Strong verbal and written communication skills Excellent organizational and documentation abilities Proficient in MS Word, Excel, Outlook, Adobe Acrobat, and Skype/MS Teams Valid CA Property and Casualty insurance license Must have references Experience with NowCerts agency management system and claims-made policy forms a plus. Join our team and contribute to creating memorable experiences for our customers! Pay: $25.00 - $40.00 per hour Expected hours: 25 - 40 per week Benefits: Flexible schedule Paid time off Work from home Shift: 8-hour shift Experience: Commercial Lines Insurance: 3 years License/Certification: CA Property and Casualty Insurance License Ability to Commute: El Cajon, CA 92021 (Required) Work Location: Hybrid remote in El Cajon, CA 92021

Virtual Customer Contact Center Support Representative Are you ready to work from anywhere and be a key player in providing top-notch customer service? TRC is looking for enthusiastic and self-motivated individuals to join our client's fully virtual team as Customer Contact Center Support Representatives. If you're passionate about connecting with people, solving problems, and helping customers with their needs-all from the comfort of your own space-we want to hear from you! About the Role: As a Virtual Customer Contact Center Support Representative, you'll be the friendly voice answering inbound calls, assisting with order placements, and ensuring our customers feel valued every step of the way. You'll also have the opportunity to upsell and cross-sell products, providing solutions that exceed expectations. What You'll Do: Answer Inbound Calls: Engage with customers for order placements, inquiries, and support. Upsell & Cross-Sell: Offer additional products and solutions tailored to customer needs. Manage Customer Data: Keep our customer database updated with precision and care. Provide Exceptional Service: Demonstrate urgency, creativity, and a “go the extra mile” attitude in every interaction. Efficient Order Processing: Ensure accurate order entry and timely maintenance of customer records. Overcome Challenges: Ask probing questions, overcome objections, and resolve customer issues with a positive mindset. What We're Looking For: Qualifications: High School Diploma or equivalent. At least 6 months of customer service experience (either over the phone or in-person). Professional and friendly telephone etiquette. Basic computer skills, including a typing speed of at least 30 words per minute. A problem-solver who thrives in a fast-paced digital environment. Reliable attendance and punctuality are a must. Preferred Personal Qualities: A strong work ethic and dependability. A positive, self-motivated attitude with the ability to work independently. Excellent communication skills and a team-oriented mindset. A passion for providing outstanding customer experiences Schedule & Flexibility: Flexibility is key in this role! You'll need to be available during the following hours: Monday to Friday: 8:00 AM - 8:00 PM Saturday: 8:00 AM - 4:30 PM 4 weeks of training, no days missed TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. What We Offer: • Remote, work from home career. • Average first-year earnings of $69K commission + bonuses. • Life-long residual income through renewals. • Unionized position with stock options. • Excellent benefits package - medical, dental, and prescription coverage. • Exceptional training with experienced managers. • High-quality leads provided: no calling family or friends. • Flexible hours: this is a fulltime career, but you can choose when you work. • Opportunities for advancement and recognition as we promote from within. • Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere. While this position is remote, you will have lots of support. Qualities We Value: • Willingness to learn and be coached as we provide comprehensive training. • Outgoing and Friendly Personality: a positive and approachable demeanor. • A strong desire to help others: provide valuable advice and services. • Effective Communication Skills: your ability to connect with others is crucial. • Sales or customer service experience is advantageous but not mandatory. Your Qualifications: • Laptop or computer with camera is required. • Possession of, or willingness to obtain an LLQP license. • Basic computer literacy is essential. • Primary residence in Canada or USA: you must reside in North America to be eligible. Your Job Responsibilities: • Contact the leads we provide to schedule virtual meetings with clients. • Present benefit programs to enroll new clients and cultivate relationships with them. • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.

Job Opportunity: Customer Support Representative/Account Representative-Sr Pay Rate: $19.16/hour Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience. Job Responsibilities for Client Support Service Professional: Provide exceptional support for Morgan Stanley clients through incoming calls, addressing service inquiries with accuracy and efficiency. Assist with Cash Management products, online account access, mobile app usage, and general financial questions. Deliver world-class service while meeting key performance metrics in a fast-paced, team-oriented environment. Adapt quickly to changes, multi-task effectively, and collaborate within a high-performing team. Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Job Title: Per Diem Customer Service Project - Mock Jury Duty Research (Martin County, FL Residents) Job Type: Per Diem, Remote (Work from Home) Dates: Various Dates (Flexible schedule) Job Overview: We are seeking motivated individuals to participate in a Mock Jury Duty Research Project. This is a unique per diem opportunity for Martin County, FL residents to work from home while engaging in legal research activities. The project involves participating in Zoom meetings, listening to legal cases, taking notes, and providing feedback in collaboration with other jurors. This is a great way to contribute to legal research while earning per diem pay. Key Responsibilities: Participate in scheduled Zoom meetings for Mock Jury Duty research. Listen to and evaluate legal cases presented during the sessions. Take accurate and detailed notes on case discussions. Provide thoughtful feedback and insights on the case during discussions. Collaborate with other jurors during the call to discuss and share perspectives on the cases. Maintain a professional demeanor during all virtual meetings. Qualifications: Must be a resident of Martin County, FL. Excellent verbal and written communication skills. Strong ability to collaborate in group settings and share insights effectively. Comfortable participating in virtual meetings and discussing legal cases. Reliable internet connection and ability to participate in Zoom meetings. A computer with a working camera (you will be required to be on camera during all sessions). Ability to follow instructions and remain focused during the sessions. Additional Information: Per diem compensation based on participation in scheduled dates. Flexible schedule with various dates available. No prior legal experience required - just a willingness to participate and engage.

High Ticket Teams has been exclusively contracted to recruit top talent for this exciting opportunity. This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. What We Offer: • Remote, work from home career. • Average first-year earnings of $69K commission + bonuses. • Life-long residual income through renewals. • Unionized position with stock options. • Excellent benefits package - medical, dental, and prescription coverage. • Exceptional training with experienced managers. • High-quality leads provided: no calling family or friends. • Flexible hours: this is a fulltime career, but you can choose when you work. • Opportunities for advancement and recognition as we promote from within. • Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere. While this position is remote, you will have lots of support. Qualities We Value: • Willingness to learn and be coached as we provide comprehensive training. • Outgoing and Friendly Personality: a positive and approachable demeanor. • A strong desire to help others: provide valuable advice and services. • Effective Communication Skills: your ability to connect with others is crucial. • Sales or customer service experience is advantageous but not mandatory. Your Qualifications: • Laptop or computer with camera is required. • Possession of, or willingness to obtain an LLQP license. • Basic computer literacy is essential. • Primary residence in Canada or USA: you must reside in North America to be eligible. Your Job Responsibilities: • Contact the leads we provide to schedule virtual meetings with clients. • Present benefit programs to enroll new clients and cultivate relationships with them. • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.

This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. What We Offer: • Remote, work from home career. • Average first-year earnings of $69K commission + bonuses. • Life-long residual income through renewals. • Unionized position with stock options. • Excellent benefits package - medical, dental, and prescription coverage. • Exceptional training with experienced managers. • High-quality leads provided: no calling family or friends. • Flexible hours: this is a fulltime career, but you can choose when you work. • Opportunities for advancement and recognition as we promote from within. • Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere. While this position is remote, you will have lots of support. Qualities We Value: • Willingness to learn and be coached as we provide comprehensive training. • Outgoing and Friendly Personality: a positive and approachable demeanor. • A strong desire to help others: provide valuable advice and services. • Effective Communication Skills: your ability to connect with others is crucial. • Sales or customer service experience is advantageous but not mandatory. Your Qualifications: • Laptop or computer with camera is required. • Possession of, or willingness to obtain an LLQP license. • Basic computer literacy is essential. • Primary residence in Canada or USA: you must reside in North America to be eligible. Your Job Responsibilities: • Contact the leads we provide to schedule virtual meetings with clients. • Present benefit programs to enroll new clients and cultivate relationships with them. • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.

IT'S TIME TO GROW YOUR CAREER! Chemsearch FE is a facility resource management company with over 100 years of experience. We are an industry leading provider of specialty maintenance solutions in urban facilities. As the fastest growing business division of NCH Corporation, FE is committed to standing by our clients to optimize building resources, improve efficiencies and convey a corporate message that the environment matters. We meet the unique needs of those who are responsible for the operation of urban facilities through water conservation, energy savings, waste stream reduction and property maintenance programs. WE ARE LOOKING FOR PEOPLE LIKE YOU! An eagerness to learn… A strong ability to self-manage... A passion for working with people and solving problems… Chemsearch FE offers a career destination for talented, passionate and results-driven people who seek the innovation and growth opportunity that we provide. We don't offer jobs….we solidify careers, as proven by the thousands of associates worldwide with an average tenure of 13 years. WE KEEP THE POSITION CHALLENGING. RESPONSIBILITIES INCLUDE: Provide routine preventative maintenance services; inspection, cleaning and calibration of system components as necessary to assigned accounts Determine condition of system fluids, water sampling and testing, identify malfunctions and take corrective actions Accurately report service calls Maintain relationships of existing key account business and seamlessly transition accounts to a territory manager (when applicable) Serve as technical support for sales teams within assigned product lines HIT THE GROUND RUNNING WITH THESE REQUIREMENTS: Proven track record in managing time autonomously 75% or more travel requirement Exceptional interpersonal and communication skills Proficient with smart technology Aptitude to learn equipment service and other technical information This position requires occasionally performing activities including, but not limited to, bending, stooping, grasping, reaching, twisting, turning and/or lifting Work is conducted both indoors and outdoors, with varying environmental conditions MUST be in good physical ability-the job requires frequent walking to and from worksite. Required work activities include, but are not limited to, climbing and descending stairs and ladders (from 10' to 30' in height), sometimes while carrying items Occasionally move drums of chemicals weighing up to 65 pounds Be able to wear protective gear for the face, ears and gloves WHAT WE DO TO MAKE YOU SUCCESSFUL: Training will be an apprentice model in combination with training classes Company culture recognizing results while embracing work-life balance Discover your strengths and provide advancement opportunities to those who prove successful Competitive compensation package, comprehensive benefits & 401(k) plan Additional Benefits Company culture recognizing results while embracing work-life balance Discover your strengths and provide advancement opportunities to those who prove successful Competitive compensation package, comprehensive benefits & 401(k) plan The base salary range for this position is $55,000-55,000 ( excluding bonus earnings or overtime pay as applicable by position) which represents the low and high end of Chemsearch FE's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to: experience, education, training, location, merit system, quantity or quality of production, responsibilities and regular and/or necessary travel. The range listed is only one component of Chemsearch FE's Total Rewards package for associates. Please note that this range does not include commissions which for some associates is a substantial part of their overall compensation and there is no maximum for commissions. Our Facilities Service Representative is an entry-level, customer-facing role that assumes the responsibility for maintaining the equipment and services and the relationship within Chemsearch FE's corporate accounts. A person who proves successful in this role will be considered for advancement opportunities. Join the Chemsearch FE team and start your career today! We celebrate, support and thrive on difference and diversity. We are proud to be an Equal Opportunity Employer. This is a remote position.

We are seeking a Virtual Customer Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues. Responsibilities: • Handle customer inquiries and complaints • Provide information about the products and services • Troubleshoot and resolve product issues and concerns • Document and update customer records based on interactions • Develop and maintain a knowledge base of the evolving products and services Qualifications: • Previous experience in customer service, sales, or other related fields • Ability to build rapport with clients • Ability to prioritize and multitask • Positive and professional demeanor • Excellent written and verbal communication skills Work from home! Awesome CEO, opportunity for advancement and great income earning potential!

Primary Responsibilities: Act as the face of Maxcess to customers Provide best-in-class customer service to internal and external customers, by managing the needs of the customer through all channels. Recommend best product based on customers' business application and technical requirements. Daily Responsibilities: Configure quotes and orders to customer specification within 1 hour of receipt Thoroughly communicate directly with customers, to ensure quote/order accuracy Collaborate efficiently with supporting departments, to provide accurate products to customers, meet customers' delivery time requirements, manage complaints and returns, and ensure timely invoice payments Educate customers about terminology and product offerings, to improve customer satisfaction Tactfully enforce company policies to external customers (customer-incurred fees, units on hold limits, etc) Proactively ensure that customer-specific requirements are documented and current Identify trends in customer satisfaction and dissatisfaction, and communicate with management and field sales (Technical Support Managers) as needed Cultivate an environment of collaboration, open communication, and accountability Promote waste minimization, energy conservation, and other efforts to meet environmental objectives Other duties as assigned to meet departmental and company objectives Candidate Requirements Bachelor's degree from four-year college/university in business, sales, or engineering, and minimum two years' experience acting as a customer service representative OR GED/high school diploma with a minimum of four years' experience acting as a customer service representative Willingness to undergo 12-24moh training period, and to constantly learn new processes, terminology, and products Position located in Eureka, MO or Meadows of Dan, VA Ability to wear personal protective equipment (if entering designated manufacturing areas)-safety shoes, safety glasses, hearing protection, etc. Hybrid office/work from home opportunity following initial onboarding period

Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential. We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management. Financial Planning & Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine goals · Utilize financial illustration software and formulate wholistic solutions. · Deliver a personalized financial plan · Communicate with clients · Develop leadership skills · Business expansion in all states · Deepen knowledge and skills Candidate characteristics · Passion for financial security · Care about people · Creative excellence · Team building · Commitment to learning, professional and personal growth · Strong communication skills · College degree plus 2+ years' work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, Michigan, Illinois · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $134,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

ACHC is currently recruiting a personable and energetic Account Advisor to perform the associated duties which support and accomplish the accreditation process for all accreditation programs. This person will educate customers on the flexibility and capabilities of ACHC, in order to develop customer relationships that promote retention and loyalty. The ideal candidate will possess the exceptional interpersonal skills needed to provide the high level of customer service that ACHC is known for and expects. Responsibilities include: Provides Customer Service support to all clients from first point of inquiry through all phases of the accreditation process for all programs. Processes accreditation documents through all phases of the process within established time frames listed in this position description and in accordance with established policies and related Work Instructions. Scores data collection documents and develops clear, concise summary of findings, including appropriate recommendations to customers. Reads and understands all program standards and accreditation policies and procedures. Reviews and recommends changes to department policies and associated control documents to maintain the integrity of departmental processes. Revises policies and control documents, as assigned. Job Requirements: Minimum two-year Associates Degree (Bachelors preferred) in a business related field with three years of relevant work experience in a business setting, or a high school education with a minimum of five years of relevant work experience in a business setting. Prior Customer Service experience required, with proven success in building and maintaining positive working relationships. Experience working with computer systems with proficient use of database and other office system programs; proficiency in Microsoft Office applications. Strong oral and written communication skills a must, as are attention to detail and organizational skills. This position is located in Cary, NC with hybrid remote-working privileges. Compensation includes base salary + bonus. At ACHC we hire only the best. As a non-profit company with a rapidly growing customer base, our philosophy is innovation, honesty, and quite simply, excellence. Our industry mindset coupled with our small-size atmosphere affords us the ability to provide a competitive salary along with 100% paid Medical, Dental, and Vision benefits for individuals. If you're a goal-oriented individual who would like to experience the ACHC difference, we'd love to have you join our team. Accreditation Commission for Health Care is an Equal Opportunity Employer.

Bilingual - English-Spanish (Required) Responsible for communicating with physicians and patients regarding plan benefits and eligibility. This position emphasizes member education, customer service and front-line problem solving. Essential Duties and Responsibilities: Thoroughly understands the managed care philosophy and the company's products. Receives and responds to member and provider phone calls/inquiries, questions and concerns in all areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care. Receives, records, and resolves member complaints and problems. Answers calls in a pleasant and courteous manner within 30 seconds. Routinely accesses member information via multiple computer systems. Accurately documents member and provider contacts on the computer system. Responsible for ensuring that members receive accurate and complete information. Communicates effectively and professionally with members, providers, and state agencies. Screens telephone calls and directs to the appropriate area or person as necessary. Acts as a liaison between members, physicians, and health plan. Researches member concerns and attempts to resolve issue during call. Works in coordination with other departments concerning member and provider issues. Prepares documentation and reports for review by the Customer Services Director and Supervisor. Maintains confidentiality per HIPAA guidelines. This job description in no way states or implies that these are the only duties performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management. Skills and Abilities: Verbal and written communication skills. Ability to work independently. Ability to meet deadlines. Ability to maintain a good rapport and cooperative working relationship with team. Work Schedule: As a continued effort to provide a safe and productive work environment, Community Care Plan is currently following a hybrid work schedule. Staff are able to work from home 3 days a week and will report to the office 2 days a week. *****The company reserves the right to change the work schedules based on the company needs. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, reach with hands and arms, and talk or hear. The employee is frequently required to stand, walk, and sit. The employee is occasionally required to stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 15 pounds. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. The environment includes work inside/outside the office, travel to other offices, as well as domestic, travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. We are an equal opportunity employer who recruits, employs, trains, compensates and promotes regardless of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We are committed to fostering, cultivating, and preserving a culture of diversity, equity and inclusion. Qualifications High school diploma or general education degree (GED) Bilingual - English-Spanish (Required) Two to four years related experience and/or training; or equivalent combination of education and experience. Knowledge of word processing software, spreadsheet software, internet software Epic software (preferred)

ABOUT FACTOR A/E: Factor A/E is an online web application that provides project management, time and expense tracking, invoicing, and reporting for firms in the architecture and engineering (A/E) industry. The product is fully built and has a strong customer base already, but we operate as a close-knit team to continue enhancing the app, marketing new features, and onboarding new customers. We have an office downtown Fort Wayne, IN where our team works together for part of the week, but we offer flexible work-from-home and paid-time-off policies. This is an ideal position for a person seeking a high-tech, fast-paced environment in a growing company. JOB RESPONSIBILITIES Seeking an individual that assists customers with onboarding to the Factor software system by providing live support and handling follow-up with new and existing customers. Job responsibilities include: Handling incoming support requests and responding according to priority and urgency, with automation, support documentation, and backup product specialists available for escalation Follow-up with customers that have less immediate or urgent requests Assist in creating re-usable support resources when not handling incoming support Participate in conversation with the team to prioritize upcoming new features and plan for communicating to existing customers Follow established onboarding plans while providing the team feedback to improve processes as we grow and scale RECOMMENDED EXPERIENCE Experience in a customer-facing role with heavy communication is expected Work in support/customer service preferred Work in sales acceptable Work in project management acceptable Understanding of basic business subject matter is expected Basic understanding of professional services businesses (companies that invoice clients based on work performed or time spent on projects) Basic understanding of project management Rudimentary understanding of accounting Bonus experience as an office manager or working in architecture/engineering professional services or in SAAS business(es) SKILLS / CAPABILITIES OF THE JOB Soft skills to provide customer service with a balance of empathy and practicality Comfortable speaking to users at various levels of an organization Capable of organizing and prioritizing incoming requests Able to follow a plan when possible and adapt to special requests when reasonable Uses modern communications software on mobile and stationary devices Uses standard office tools to create and share documents Able to learn reporting tools to help customers get data they need from the Factor App Uses modern platforms for task coordination, tracking, and follow-up

The American Board of Internal Medicine (ABIM) is currently seeking a Customer Relationship Advocate (CRA) to join its Customer Experience (CX) team. In this role, the CRA is responsible for managing high profile customer relationships through multi-channel interactions. The role requires providing complete and accurate information regarding certification in Internal Medicine, its Subspecialties, and the Maintenance of Certification (MOC) Program. The CRA must have the ability to comprehend and retain current and historical knowledge regarding ABIM's multifaceted products and services. The CRA is a consummate professional, with the patience and skillfulness to guide examination candidates and diplomates through their individual training and recertification pathways, and be proficient in describing all aspects of ABIM products, services and programs. Reporting to the Customer Experience (CX) Manager, the CRA is responsible for the following: Represent ABIM's brand by interacting with high profile customers with respect, empathy, and diplomacy. Respond to complex multi-channel inquiries regarding ABIM, including policies, procedures, training requirements, registration, and exams. Meet customer needs through the efficient resolution of inquiries. Ensure customer information is current and accurate within the customer relationship management (CRM) system, and other customer tracking tools. Ensure appropriate and timely follow up to customers when additional information is requested by them. Process requests for customer-initiated transactions to complete MOC requirements. Manage outstanding case management work. Ensure all contacts are documented in the appropriate source application. Maintain relevant ABIM knowledge by participating in educational workshops and self-led learning. Assist with special projects and miscellaneous tasks, as needed. The ideal candidate has an undergraduate degree, or equivalent professional background, with a minimum of 3+ years of experience in a customer-facing role, preferably within a high touch relationship-focused environment; experience in supporting or communicating with physicians is highly desirable. The successful incumbent will have solid interpersonal and written communication skills, along with a consistent attention to detail and excellent organizational & time management abilities. They will also have a proven ability to explain information clearly and relate well to others, while maintaining a calm, professional demeanor. Expertise in handling sensitive issues with empathy, respect, diplomacy, and confidentiality is a must. Proficiency in MS Office; experience utilizing CRM functionality and supporting web-based portals, a plus. This role is based in our offices at 510 Walnut Street, Philadelphia PA, with the ability to work remotely three days a week. Our technology and facility teams provide and support a seamless hybrid work environment for all employees. * * * At the American Board of Internal Medicine (ABIM), our team of unique and talented professionals, and the inspiring work they do, are essential to meeting the needs and expectations of ABIM's diverse community of physicians. ABIM is like no other workplace, and we are proud of it. We are committed to recognizing the importance of our people by investing in their lives through ongoing learning opportunities and exceptional total compensation & benefit offerings. We look forward to learning more about your interest in joining our team. EOE

Are you passionate about providing exceptional customer experiences? PorchToPatio, LLC is looking for a confident and skilled Customer Support Specialist to join our team. This role requires in-office work at our Cincinnati, OH location, though remote work may be an opportunity within the role. As the frontline ambassador for PorchToPatio, you'll play a vital role in delivering top-notch support through phone, email, and live chat. We're committed to fostering a collaborative, results-driven team dedicated to continuous improvement. Hours: 11:30 AM - 8:15 PM EST (with a 45-minute lunch break) Benefits: 401(k) retirement plan Paid holidays (9) Medical reimbursement plan after 90 days Employee discount Paid time off after 90 days Annual performance bonuses Potential for remote work flexibility Key Responsibilities: Provide best-in-class customer support, demonstrating exceptional communication and relationship-building skills. Troubleshoot and resolve inquiries with empathy and efficiency across phone, email, and live chat. Navigate and utilize multiple software tools, including ticket management systems, reporting tools, and Excel, to manage day-to-day operations and resolutions. Consistently exceed customer satisfaction, efficiency metrics, and resolution targets. Collaborate with team members to maintain a positive, engaging, and productive work environment. Participate in projects, including updates to our industry-leading website and processes. Requirements: Experience in ticket management or customer account management. A driven and proactive mindset, striving to be an independent asset to the team while also being comfortable collaborating when needed. Strong customer service skills with the confidence to handle various inquiries and provide timely solutions. A passion for learning about our products, services, and industry to better serve our customers. Excellent communication and relationship-building skills, particularly over the phone. Reliable attendance and adherence to a set schedule. Ability to learn and utilize online tools, including email platforms, knowledge bases, reporting tools, and performance trackers. Familiarity with Excel and reporting tools. A customer-first mentality and a commitment to teamwork. Applicant Question: What does customer service mean to you? If you're passionate about delivering exceptional service, driven to take initiative and make an impact independently, while also excelling in a team environment, we'd love to hear from you! Apply today and become part of our dedicated team.

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 50% of the F100 and hundreds of other leading companies trust BTG to curate, vet, and compliantly deliver talent who fuel growth, innovation, and performance improvement. BTG is a Heidrick & Struggles company. Client Service Associate: START DATE WILL BE JUNE 2025 Role & Responsibilities: As our Client Service (CS) team expands, we invite recent graduates or early professionals (with 0-2 years of experience) to become integral members of our team. We are seeking candidates who are inherently curious about business, self-motivated, and demonstrate an interest in talent vetting/sourcing and client service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a team dedicated to delivering on-demand solutions and addressing client needs on a project-by-project basis. Collaborating both independently and with your team, you'll play a crucial role in sourcing and assessing senior talent, and cultivating relationships with industry experts and top-tier consultants to meet our clients' requirements. Your journey with us includes training and professional development opportunities, fostering your growth within the role. Our hybrid work model offers a flexible blend of in-office and remote work from your home office environment. Take the first step toward an exciting career with us as we shape the future of our Client Service team. Opportunities in Client Service at BTG: Success: Support the fulfillment of client opportunities, from talent identification to vetting, proposal drafting, contracting and preparing talent for project success; thereby ensuring a positive end-to-end talent and client experience Commercial Collaboration: Join a blended Client Development and Management (CDM) and Client Service commercial team, collaborating across functions with members of the account team to deliver talent for client needs End-to-End Talent Cross-Functional Collaboration: Partner with internal teams (sales, finance, legal) to facilitate the fulfillment of client opportunities Relationship Building: Cultivate positive relationships with consultants and clients, gaining exposure to various industries and forming connections with high-end consulting talent Career Growth: Gain exposure to the consulting world and seize opportunities for career growth, increased responsibility, exposure to complex client challenges and opportunities for industry specialization Preferred Attributes: Self-starter, entrepreneurial nature, high intellectual curiosity, professional communication skills, attention to detail, organized, team player. Confidence and maturity interacting with senior executives and talent across various corporations/industries Flexibility: Adaptability to a fast-paced environment, proven time management, and ability to manage multiple projects with competing deadlines Education: BA/BS degree (required) from a leading university; business-oriented internship experience preferred Skills: Proficient in Microsoft Office Suite; experience with Salesforce a plus

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for an Client Services Associate to join our rapidly growing team to focus on our larger Enterprise Clients. In this role you will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients, which may be an RIA or Home Office or other large financial services firm. The successful candidate will be a self-starter with a positive attitude and ability to be a team player. About the Role The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform. Educate clients on GeoWealth's platform capabilities and help increase platform usage and promote user efficiencies. Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs and trainings. Troubleshoot client issues to resolve and/or coordinate and escalate appropriately within internal teams including Relationship Management/Operations/Product. Build and maintain platform configuration settings including user permissioning, custom service request and workflows. Act as a Subject Matter Expert both internally and externally on platform functionality. Build and strengthen relationships with external business partners. Skills, Knowledge, & Experience Minimum of 3 years of experience in a client-facing and/or client support role in financial services. Experience at a SaaS, fintech or wealthtech firm is a plus. Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred. Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred. Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person. Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines. Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise. Creative problem solving and decision making with a focus on clients. General knowledge of financial back-office operations and processing. Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts. Team player who is willing to build relationships and work both individually and in a collaborative approach. Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus. Enjoys learning about and working with technology and can handle a fast-paced environment. Preferred bachelor's degree, ideally in Finance, Business, or Accounting. Company Culture & Perks Investing in Your Growth 🌱 Casual work environment with fun, hard-working, and open-minded coworkers Competitive salary with opportunity for performance-based annual bonus Opportunities to up-skill, explore new responsibilities, and network across departments Defined and undefined career pathways allowing you to grow your own way Work/Life Balance 🗓️ Flexible PTO and work schedule to ensure our team balances work and life Hybrid work schedule, with three days in the office and two days working from home Maternity and paternity leave Taking Care of Your Future ♥️ Medical, Dental, and Vision, Disability insurance Free access to Spring Health, a comprehensive mental health solution 401(k) with company match and a broad selection of investments Voluntary insurance: short-term disability, long-term disability, and life insurance FSA and transit benefits for employees that contribute pre-tax dollars Other Fun Stuff ⭐ Modern office space on Chicago's Magnificent Mile with free on-site gym and nearby parking Weekly catered lunches in the Chicago office, plus monthly happy hours Stocked kitchen in Chicago with snacks and drinks GeoWealth was recognized as “Best Place to Work” by Purpose Job's 2025, 2024 and 2022 GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022

Role: Dynamic Advisor Solutions is seeking a dedicated, detail-oriented, and positive-minded Client Service Associate to join our team in a fully remote capacity. The ideal candidate is tech-savvy, has high standards for client service, and excels in communication. A strong background in financial services, exceptional organizational skills, and a proactive approach are essential for success in this role. Responsibilities: Proactively support client service needs, including paperwork processing, new account setup, account transfers, updates, move money requests, and resolving NIGO (Not In Good Order) alerts, as directed. Provide responsive support to advisors and custodians via phone and video calls. Manage client interactions through remote video calls, phone conversations, and email communication. Maintain and update client records and files in the CRM database, ensuring accuracy and confidentiality. Organize and manage document storage and client records. Assist with data entry and report preparation as requested by financial advisors. Handle confidential client and company information with discretion and professionalism. Qualifications: Minimum of three years experience in an advisor support role. Three years of experience in financial services (e.g., banking, wealth management, insurance). Excellent interpersonal, customer service, and communication skills. Strong attention to detail and problem-solving capabilities. Ability to multitask and manage time effectively in a remote environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). College degree preferred. Must pass a basic credit and background check. Benefits: Competitive salary Comprehensive benefits package, including health, dental, and vision insurance Retirement savings plan Paid time off and holidays Professional development opportunities How to Apply: If you are interested in joining our remote team and contributing to our mission of delivering exceptional client service, please submit your resume via LinkedIn's Easy Apply feature on this job posting. Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!