Customer Service Associate Jobs in Arlington, TX

Full time remote position based in Dallas, TX. This person will work with the Customer Success team to ensure customer satisfaction and platform utilization within assigned accounts. They will be tasked with post-sale activities, driving platform adoption, and building a robust collaboration network. Position is mostly remote but will require some local travel. Responsibilities : Guide customers proactively through the implementation process of the VitalEngine platform, ensuring its successful adoption. Onboard and train end-users to utilize VitalEngine. Assist in implementations of VitalEngine as needed onsite. Analyze existing workflows and collaborate with customers to optimize the utilization of the VitalEngine platform. Strategically build and grow community networks (spokes) Offer technical guidance on device configuration, provision user management, and advise network/connectivity optimization. Train customer admin users, enabling customers to train end-users within their organizations effectively. Monitor and optimize post-implementation utilization to deliver desired outcomes. Identify expansion opportunities and facilitate integration within the organization through effective communication and stakeholder engagement. Advocate for VitalEngine value propositions across diverse healthcare service lines. Conduct business reviews to engage stakeholders and address inquiries at various levels, including system/facility. Personally visit clients or stakeholders on-site to address issues, build relationships, and find solutions when remote communication is insufficient. Provide Tier 1 remote support (onsite as needed) Who Would Thrive in This Role We welcome candidates who possess a combination of education and/or work experience, with a preference for the following skills and personal attributes: Bachelor's degree 4+ years of experience in customer success/account management. 4+ years of experience in healthcare. 4+ years experience utilizing and learning new technology systems. Technology Skills: Proficiency in general business technology with a knack for quickly mastering new applications, including Google Docs, Google Sheets, Google Slides, Microsoft Office/Windows, CRM (SalesForce), Zendesk and Tableau. Understanding of industry compliance standards, particularly HIPAA privacy and security understanding. Personal Attributes: Results-oriented mindset with a proven track record of exceeding goals. Exceptional written, verbal, interpersonal communication, and public speaking skills. Ability to thrive independently while remotely collaborating with a high-functioning, geographically distributed team. Exhibits excellent time management skills and thrives in fast-paced, dynamic environments, quickly adjusting to new priorities and demands. Travel The position requires up to 25% travel within the designated territory or with implementations. Must have a valid driver's license and insured, dependable transportation.

Specialist Customer Experience Nickson is a Texas born venture-backed startup that is transforming the way people live in apartments. Based on a user's online style quiz, our company designs and installs a customized on-demand living solution for rent. We are hardworking, fun loving, passionate, and love the challenges and rewards of scaling a new venture. We recently closed our Series A financing and are in rapid growth mode. About The Role Nickson is seeking a Specialist to join the Customer Experience Team within our fast-growing venture. At Nickson, we count on our customer experience department to interact professionally with our valued customers when they have questions or concerns. We're looking for a highly skilled customer experience specialist to join our team, managing inbound and outbound phone calls, email requests, and interaction with a friendly, helpful approach. The ideal candidate is a quick learner who can think on their feet and resolve any issues that come up with our customer-first business mentality. He or she is also experienced with sales, as the opportunity to promote company products and services may arise. The most successful specialist has the communication and interpersonal skills needed to provide support, answer questions, and resolve issues in an efficient manner. We pride ourselves on the amazing team we've built. The driver behind all our growth, brand, and disruptive service is the people that make Nickson. This is a key role serving as the voice and face of our company and will be integral to reinforcing our reputation for providing exceptional customer experience. This role is all about bringing the best of Nickson forward and ensuring our users have the best possible experience in all cases. Nickson welcomes people from all backgrounds who seek the opportunity to help build a future where anyone anywhere can effortlessly have a place to call home. If you have the curiosity, passion, and collaborative spirit, work with us, and let's move the world forward, together. Within Nickson, our People are our most important and valuable assets, and the Customer Experience Specialist will be tasked with: Managing a large volume of inbound and outbound calls, emails, and chats with knowledge and efficiency. Identifying and addressing customer needs with a goal of complete satisfaction. Providing expert answers to questions about products, pricing, and availability, while presenting the value of our portfolio of products to customers. Meeting customer service department sales targets, generating sales leads when opportunities arise. Following company communications guidelines and procedures under minimal supervision. Recommending improvements to processes for improved company efficiency. Working cross-functionally across teams and departments to ensure a smooth product delivery. Who You Are Action-oriented, results driven team player. Excellent written and oral communicator. Enjoys working in a fast-paced environment. Critical thinking people person. Ability to prioritize and complete multiple tasks in a timely manner. Strong attention to detail. Highly organized with the ability to hit the ground running but knows when to ask for assistance. What You Can Do Build expert and dynamic knowledge of company products and services. Research information using available resources to satisfy customer inquiries. Build rapport with customers by engaging with them in an inviting, friendly, and professional manner, to deliver exceptional experiences nurture lasting relationships. Respond quickly, professionally, and accurately to all customer inquiries regarding quotes, orders, status requests, complaints, product returns, and warranties. Meet daily personal/team qualitative and quantitative targets by recommending and explaining benefits of additional company services and seizing opportunities to sell products and services whenever possible. Maintain daily log and document issues and resolutions in an electronic database for sales and executive management teams to review. Qualifications Bachelor's degree Successful experience in a corporate environment Strong written and verbal communication skills, including active listening and clear articulation Ability to solve problems and alleviate conflicts or escalate tactfully Ability to multitask, manage time, and prioritize Able to work individually and as a team Nickson Values Honesty and Integrity above all Great results start with great plans Always be learning Details are everything Focus on results Act like an owner Compensation From $50,000/yr + Bonus

FOOD MANUFACTURING CUSTOMER SERVICE COORDINATOR, BI-LINGUAL Cacique is the #1 brand of authentic Mexican-style cheeses, cremas, chorizos and salsas in the United States. With a leadership position among the Hispanic population nationwide and over 13 years of consecutive revenue growth, Cacique is poised for continued growth and expansion. Cacique was founded in 1973 upon the four core values of Family, Quality, Integrity, and Authenticity, and these values continue to provide the foundation for our success and how we work. We look to hire future teammates who embody these values, and who are innovative, resourceful, determined, and catalysts of change. As a dedicated, family-owned company, Cacique offers a rewarding environment in which to thrive and grow your career. SUMMARY: The Customer Service Coordinator role is part of the logistics team and will be responsible for working with customers and carriers on ensuring proper delivery of product and answering and questions or concerns from customers, vendors, and consumers. The role requires attention to detail and being able to problem solve with different Departments to ensure customer satisfaction. DUTIES AND RESPONSIBILITIES: Processing Orders/ Order Revisions: Managing and processing customer orders accurately and timely. Coordinating with the cross-functional teams to ensure customer requirements are met. Daily Customer Interactions- Resolving Inquiries around orders and product availability: Addressing customer inquiries and concerns via phone, email, or chat, and providing information about products, services, and company policies. Handling Complaints: Managing and resolving customer complaints efficiently, including product issues, delivery problems, and service discrepancies. Sales Support: Assisting the sales team by providing customer feedback, managing accounts, and supporting promotional activities. Logistics Coordination: Working with the logistics team to ensure the timely and accurate delivery of products and communicating any delays or issues to customers. Documentation and Reporting: Maintaining detailed records of customer interactions, orders, and complaints, and generating reports to help improve customer service processes. Quality Assurance: Coordinating with the quality assurance team to address any product quality issues reported by customers. Cross Function Collaboration: Working with various departments such as production, logistics, and quality control to ensure customer satisfaction and address any issues that may arise. QUALIFICATIONS: Bi-Lingual (Spanish) Required Food Manufacturing Required Bachelor's Degree Preferred 5 + years of Customer Service experience Experience as a customer Account Manager Experiencer supporting and communicating cross-functionally. Experienced in documentation of all customer interactions but especially complaints. Experience with PO's & invoicing PO's. Proficient in excel, ERP's, and complaints platform, D365 preferred Experience with B2B or B2B & B2C clients preferred The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.

As a Customer Support Coordinator, you are on the front lines of our company. The Customer Support Coordinator serves as a liaison between customer service representatives, and our customers. You will engage a team in providing world-class customer service. Responsibilities: Use appropriate inbound and outbound channels (Phone, email, and chat) to make real time decisions and fulfill policy and procedure expectations Perform account research and provide thorough accurate documentation to accounts. Servicing accounts by investigating problems and finding resolutions to create a positive customer experience. Track touch points to help determine customer dissatisfaction. Efficiently handle and resolve escalations to fulfill customer satisfaction. Create customer responses for complaints. Qualifications: High School Diploma 1 - 2 + years of customer service experience within a corporate environment or call center Strong data entry experience Excellent verbal and written communication skills Demonstrated ability to multitask in a fast-paced environment, ensuring timely completion of tasks Willing to work closely with various teams to ensure customer satisfaction Ability to swiftly handle customer escalations with professionalism and poise Proficient in Microsoft Excel and Google Suite (Google Sheets) Comfortable communicating with management and other teams Adherence to onsite schedule at Plano, TX corporate office Mon - Friday (8am - 5pm) Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

The Operations and Customer Support Specialist will be responsible for ensuring smooth operational processes while delivering exceptional customer service. This role combines operational tasks such as client onboarding with direct customer engagement and ongoing support to enhance overall efficiency and client satisfaction. The ideal candidate will be detail-oriented, possess strong communication skills, and be committed to providing high-quality support. KEY RESPONSIBILITIES Operations Support: Create customer implementation materials (timelines, communications, process documents, etc.) and track progress of implementation to the project timelines. Coordinate with various departments to streamline workflows and enhance productivity. Assist in the day-to-day operations of the organization, ensuring all company and customer processes run efficiently. · Assist in the daily operations of the office, including managing hardware purchases, supplies, and inventory. Scheduling and coordination of meetings, appointments, and travel arrangements. Maintain accurate records and documentation of operational activities and customer interactions. Customer Support: Educate customers on product features, usage, and troubleshooting techniques. Serve as the first point of contact for customer inquiries via phone, email, and chat, providing timely and accurate responses. Resolve customer issues, complaints, and inquiries with professionalism and empathy, ensuring customer satisfaction. Collaborate with internal teams to escalate and resolve complex customer issues. Maintain up-to-date knowledge of products and services to provide accurate information. Process Improvement & Reporting: Identify opportunities to improve operational efficiency and enhance customer experience. Contribute to the development of standard operating procedures (SOPs) and training materials. Assist in implementing new tools or software that improve operations and customer support. Compile and analyze customer feedback and operational data to provide insights for management. Prepare reports on customer support metrics and operational performance for review. QUALIFICATIONS Bachelor's degree in business management, or a related field preferred; 5 years of relevant experience in operations and customer support or a similar role. Strong organizational and multitasking skills, with the ability to prioritize effectively. Excellent verbal and written communication skills. Proficiency in Microsoft Office Suite and familiarity with Hubspot a plus

Schaltbau is a global industry leader specializing in DC power solutions, including a range of products such as contactors, connectors, switches, and safety components. The company supports partners and customers in solving modern challenges within the rail sector. Schaltbau is headquartered in Munich, Germany, with over 1,000 employees worldwide. The newly launched Eddicy brand focuses on developing future-oriented products for energy and e-mobility with top-notch safety and reliability. Role Description This is a full-time remote role for a Customer Service Assistant. The Customer Service Assistant will be responsible for providing customer support, managing customer inquiries, and ensuring customer satisfaction. The role includes handling communication with customers, addressing product-related questions, and resolving issues efficiently. Additionally, the Customer Service Assistant will work closely with the sales and technical teams to ensure a seamless customer experience. Qualifications Strong Interpersonal Skills, Customer Service, and Customer Support abilities Proficiency in ensuring Customer Satisfaction and effective Communication Excellent problem-solving and conflict resolution skills. Ability to work independently and manage time effectively in a remote setting Knowledge of the rail sector or experience in the DC power industry is a plus Bachelor's degree in Business, Communication, or related field preferred

A partner of Insight Global is looking to add several Customer Support Specialists to their team in Dallas, Texas. The Customer Support Specialist is responsible for assisting with operational and customer service support of the clients requirements. They will be working closely with the client to achieve position outcomes. They will be expect to process client requests received via phone, email, fact or internal proprietary systems. Requirements: · Extensive understanding of reservation systems for hotel room blocks, rate structures and payment forms · Strong computer skills including use of Excel, Word and Outlook · Excellent time management skills · Passion for having outstanding relationship management and customer service skills · Knowledge of Ground Transportation reservations and hotels as a product: chains, categories, locations etc. Nice to Have : · Bilingual Spanish, Portuguese, French a plus · Experience with airline and/or hotel reservations systems Compensation: $20/hr to $25/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Employees in this role will enjoy a comprehensive benefits package starting on day one of employment, including options for medical, dental, and vision insurance. Eligibility to enroll in the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this role will have access to paid sick leave and other paid time off benefits as required under the applicable law of the worksite location.

The Customer Service Representative is responsible for providing exceptional phone-based support to insured customers, agents, and internal company personnel. This role involves processing policy-level transactions (such as cancellations and policy changes) within the assigned authority and ensuring a first-class customer service experience. The representative will also participate in team projects as needed. Key Responsibilities: Process customer requests accurately and efficiently in accordance with company policies. Identify situations that require escalation or transfer to another department. Provide knowledgeable responses to customer inquiries regarding products, policies, and procedures. Actively listen to customer concerns, demonstrating empathy and professionalism. Read, analyze, and interpret policies, procedures, and other relevant documents. Stay updated on marketing campaigns to address related inquiries effectively. Identify and report discrepancies in procedures and policy details to management. Solve practical problems and adapt to various situations. Follow written, oral, or diagram-based instructions as required. Perform additional duties as assigned. Qualifications & Skills: High school diploma or equivalent; some college coursework in business or insurance is preferred. 1+ years of related customer service experience, preferably in an insurance agency. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Strong attention to detail and problem-solving skills. Excellent communication, organizational, and teamwork skills. Ability to adapt to a changing business environment with minimal supervision. Flexibility to work various shifts supporting multiple time zones. Licensing & Certifications: Preferred: Property & Casualty (P&C) insurance license.

Responsibilities include performing servicing request and monitoring of existing loans including tickler follow up. RESPONSIBILITIES Responsible for conducting post-closing audits to comply with loan authorizations Ensures financial statements, tax returns, recorded documents, and UCC ticklers are current and properly maintained Responsible for follow up on delinquent loan accounts Handles all servicing requests (including, but not limited to: deferments, collateral substitutions, restructures and assumptions) requested by a borrower Collects and analyzes annual financial information from clients Monitors loans for possible risk rating changes. Monitors classified loans on a quarterly basis using Special Attention Credit reports Follow up for renewal insurance policies Performs various other duties assigned by the department supervisor Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti-Money Laundering, Code of Conduct, and etc.). Must complete all required training SKILLS / QUALIFICATIONS Familiarity with SBA and/or USDA lending Well-developed written and oral communication skills Detail oriented, good problem solving and negotiating skills are required to overcome obstacles and drive the closing process to meet deadlines Ability to read and interpret complex commercial loan documents Ability to deal effectively and tactfully with all types of customers EDUCATION / EXPERIENCE Bachelor's Degree from an accredited 4-year University 3-5 years of commercial/SBA loan related experience BENEFITS PACKAGE Medical Insurance Dental Insurance Vision Insurance 401(k) Retirement Savings Plan We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the annual range of $60,000 - $80,000. Annual ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

Join Our Team at RetireSimply ! Now Hiring a Financial Client Service Specialist at our Southlake, TX office! About RetireSimply : At RetireSimply , we're on a mission to make retirement planning simple, approachable, and stress-free. We help clients navigate the complexities of retirement by providing tailored financial solutions designed to give them peace of mind. Our growing team is looking for a Client Service Specialist who is passionate about building relationships and creating an exceptional experience for every client we serve. What You'll Be Doing: As a Client Service Specialist, you'll play a vital role in supporting our current clients as they navigate one of the most important phases of their lives - retirement. You'll be the go-to person for ongoing service needs, ensuring our clients feel valued, informed, and cared for every step of the way. From handling account maintenance to assisting with service requests, you'll help create a smooth and positive experience that strengthens our long-term client relationships. Key Responsibilities: ✅ Current Client Servicing - Assist with account maintenance, process contributions & withdrawals, and handle updates or changes to Fidelity accounts and annuities. ✅ Account Transfers & Funding - Manage account transitions, track new assets coming into the firm, and provide regular updates to clients. ✅ Proactive Communication - Keep clients informed throughout ongoing transactions, building trust and strengthening relationships. ✅ Data Entry & Accuracy - Maintain precise records in Salesforce CRM and other systems to ensure all client information is up-to-date and accurate. ✅ Operational Support - Monitor current client accounts & maintenance, assist with reporting, and contribute ideas for improving processes and the client experience. Preferred Qualifications: ✔️ Experience in investment operations or financial services support ✔️ Familiarity with Fidelity's Wealthscape and Salesforce CRM (preferred, not required) ✔️ Proficiency in Microsoft Excel and strong attention to detail ✔️ Hold Series 7, Series 63, etc. Why Join RetireSimply ? We're a close-knit team that truly cares - about our clients and each other. If you're someone who thrives in a collaborative environment, takes pride in delivering outstanding service, and enjoys making a meaningful impact, we'd love to connect with you. This role is based in Southlake, TX, and does not accept remote applicants. RetireSimply is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company. Customer Success Representative Job Responsibilities: • Answers a high volume of phone calls daily. • Processes changes to active policies. • Provides efficient and effective 5-star customer service. • Enters client data into insurance quoting systems, keeping data accurate. • Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation. Ideal candidates will possess the following: • 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency. • Property and Casualty license • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. • Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions • Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively. • Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary. • Excellent communication skills • Well-organized with good follow-through to completion • Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.

Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients. Job Description: Client Services Associate's responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company. · Draft and send correspondence to clients and home office. · Document contact with clients. · Be proactive in supporting investment adviser representative with high priority projects. · Provide clients with timely attentive service. · Respond to client requests and provide information as needed. · Update and maintain client management system. · Track and confirm client and investment adviser representative requests have been completed. · Maintain company website. · Update and submit marketing materials to compliance for approval. · Schedule appointments and prepare agenda for client meetings. · Communicate with home office on business matters. · Capture meeting notes and prepare meeting summary. · Coordinate information received when onboarding new client. · Develop and suggest process improvements to increase firm efficiency. Skills and Education: Highly motivated individual that displays professionalism, excellent attention to detail, and will take ownership of their operational responsibilities. · Genuine interest in serving and caring for other people. · Excellent attention to detail and ability to work in fast paced environment. · Strong interpersonal communication skills with clients and staff. · Strong problem-solving, decision making, and analytical skills. · Excellent organizational, grammatical, and time-management skills. · Proficient computer skills (Word, Excel, PowerPoint, and email) · Ability to handle multiple tasks in a day, prioritize, and meet tight deadlines. · Excellent positive attitude and polite phone etiquette. · Finance background is preferred. · High school degree or higher. Environment: Executive office in Mansfield Texas.

In this role you will provide support to customers while delivering excellent Customer Service to promote long-term customer retention. The Customer Service Representative will answer customer questions, explain product and service options, and assist customers with any existing problems. You will also maintain accurate customer records, notating any incidents or upgrades as needed, and provide customer solutions. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Tasks and Responsibilities: ● Support the Customer Service Center by performing tasks assigned by the Customer Success Manager ● Provide first level support to customers ● Resolve issues effectively, escalating as needed ● Greet customers with a professional and welcoming manner ● Speak to as many customers as possible daily ● Monitor and track recurring customer issues ● Update customer accounts ● Offer upgrade paths or new services to new and existing customers ● Support the Customer Success Manager as needed Requirements: ● Demonstrate experience utilising computers ● Ability to troubleshoot and effectively ● Clear communication with peers ● Must think independently with an attention to detail ● Track and monitor tasks to completion ● Must be team oriented and maintain a professional demeanour at all times ● Enjoy helping and speaking with customers ● Excellent customer service and communication skills ● Must have a collaborative approach and positive attitude Please submit your to apply!

We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism. Customer Service Specialist Qualifications: · Superior verbal & written communication skill-sets · Work with a sense of urgency; demonstrate timely and thoroughly execution · Upbeat & outgoing mindset with positive energy · Interacts successfully with individuals and also teams · Maintains fruitful customer connections · Prior customer service or sales experience · Interacts successfully along with all amounts of management as well as staff members · Ability to work effectively independently and within a team to perform all tasks as assigned · High school diploma or equivalent · 1 year prior sales coordination or customer support experience · Prior SAP experience is a plus · Flexible with an ability to handle multiple tasks when priorities shift · Must be available to work on-site in Dallas, TX Customer Service Specialist Tasks & Duties · Processes new orders based on customer requests. · Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability. · Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies. · Provide sales support · Demonstrate solid troubleshooting skills when issues arise · Respond to customer questions · Maintain a reliable working knowledge of customer information · Effectively handle a number of competing priorities. · Handle customer inquiries, complaints, and escalations in a professional manner · Maintain accurate and detailed records of customer interactions · Other duties as assigned to meet operational needs Benefits: · Standard starting compensation is commensurate with experience · Regular performance reviews · Training, networking and development opportunities · Flexible scheduling To begin the application process, please submit your resumé.

We are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive benefits, including medical/dental/vision insurance and 401(k) matching. This position requires a high school diploma or equivalent. Prior experience working in an office‐setting is a plus, but not required. Proficiency with Microsoft Outlook is necessary. Experience with other Microsoft Office applications, specifically Word and Excel, is also a plus. This individual will work in conjunction with an experienced Client Service Specialist. Job responsibilities will include, but are not limited to: Managing advisors' schedules Producing and completing payroll, investment account and engagement paperwork Troubleshooting client payroll issues Managing client trackers Answering and directing phone traffic Providing hospitality services to clients Cleaning and maintaining the office conference rooms and kitchen area Managing supply inventory Performing data entry, filing and scanning, and other administrative duties ABOUT OUR FIRM: We are a fee‐only financial planning and accounting firm committed to serving the comprehensive financial needs of our clients. This includes providing personal and business financial consulting, investment, tax preparation, bookkeeping and payroll services. Our firm is growing quickly and building a strong reputation within our niche. Our company fosters a team‐oriented atmosphere and has built a culture that truly makes it a fun and enjoyable place to build a career. We are very excited to welcome our next team member.

US-TX-Denton Type: Full-Time # of Openings: 1 TX - Denton-UNorthTexas-MS About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. Shipping/Receiving: -Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments. -Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures. -Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - Ability to lift up to 50lbs. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. We are providing the anticipated hourly rate for this role: $17.20 - $23.37 Company Overview About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ****************************************** Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -Dress for Your Day attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you cant get anywhere else Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon. #CUSA Posting Tags #LI-EF1 #PM19 PIebe95ed0ff9d-26***********6

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

Lewisville, Texas The Customer Service Representative will be responsible for answering heavy call volume, addressing customer concerns, generating payoff quotes, taking payments, and creating title release packets. This position will assist in releasing titles to our Used Equipment Sales Department (UESD), consisting of Truck Centers and end-users. Job Functions / Responsibilities Receive incoming customer calls; point of contact for general inquiries Provide payoff quotes, bill of sales, and final invoices Assist customers with online registration Advises customers by phone or in writing about loan information Process title and lien releases Provide adequate documentation support for the administration department Maintains various logs and reports Maintain toll violations on lease customers

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Title: Process Associate/Customer Service Representative! Location: Richardson, TX (onsite/Local Only) Duration: Fulltime/Permanent (Day shift) Normal Shift: Mon-Fri (Sat/Sun Off) The primary responsibility of an SDR is to research leads, qualify leads and book meetings and hand over to the Account Manager/sales team for further engagement and conversion to build sales pipeline. The job involves proactive research, outreach, and communication to identify potential customers and initiate the sales process. Responsibilities Conduct outbound prospecting activities to qualify new leads, book meetings and expand the sales pipeline. • Use various channels such as cold calling, email campaigns, social media, and networking to reach out to potential customers. • Conduct initial discovery calls or with leads/prospects to assess their suitability and interest in the company's products or services and book meeting for Account Managers. • Meet and exceed weekly and monthly meeting booking targets set by Team Lead and perform other peripheral admin activities as required. • Collaborate with the sales team to transfer qualified leads and provide them with relevant information and context for follow-up. • Maintain accurate and up-to-date records of lead interactions and customer information in the CRM system. • Participate in regular sales meetings, training sessions, and professional development activities to enhance skills and knowledge. Qualifications we seek in you! Minimum Qualifications •Bachelor's degree in sales, marketing or another related area of study. •Strong interest in meeting with clients daily and taking virtual meetings to help them grow their businesses. •Ability to perform well in a highly dynamic, rapidly changing environment. •Expert knowledge of Ads manager on any social media platform. •This job will require working in a normal shift, Monday to Friday. Preferred Qualifications/ Skills •Experience working in a sales or account management role with mid/large-size businesses. •Proven track record of reaching and exceeding sales goals. •Own a sales and customer care mindset to assure the best client experience. •Strong knowledge of Ad Sales and the digital advertising ecosystem. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. For more information, visit *************** . Follow us on Twitter, Facebook, LinkedIn, and YouTube.