Client Success Associate
Customer Service Associate Job In Falls Church, VA
Job Title: Client Success Associate
Position Type: Full Time
Visualis is a creative and marketing agency specializing in branding, digital marketing, content strategy, and web development. We partner with brands to build impactful creative strategies and drive meaningful engagement.
We are looking for a Client Success Associate (CSA) to support client relationships, assist in project coordination, and ensure smooth communication between clients and internal teams. This role is ideal for someone highly organized, proactive, and passionate about delivering exceptional client experiences in a creative agency environment.
Key Responsibilities
Client Support & Relationship Management:
Act as the first point of contact for client inquiries, ensuring timely and professional responses.
Support Client Success Managers in maintaining strong client relationships through regular check-ins and status updates.
Assist in setting clear expectations with clients regarding project timelines, deliverables, and objectives.
Help resolve client concerns promptly and escalate complex issues when necessary.
Project Coordination & Execution:
Assist in managing timelines, deliverables, and workflows across creative, marketing, and development teams.
Track project progress to ensure deadlines are met and expectations are aligned.
Help prepare client reports, presentations, and campaign performance updates.
Collaborate with internal teams to maintain smooth execution of projects, from branding and design to digital marketing campaigns.
Internal Collaboration & Process Improvement:
Work closely with the marketing, creative, and development teams to ensure client objectives are met.
Assist in implementing and maintaining Visualis' Airtable workflow for efficient project tracking.
Gather client feedback and contribute to improving processes, ensuring a streamlined client experience.
Support the integration of tools like HubSpot, Jira, or other marketing automation platforms for efficient workflow management.
Data & Performance Monitoring:
Monitor client campaign performance, gathering insights and recommendations for improvement.
Maintain accurate records of client interactions, deliverables, and key performance indicators.
Qualifications
Required Experience:
3+ years of experience in client success, account coordination, or project management within a marketing, creative, or digital agency.
Exposure to digital marketing, branding, content strategy, or web development is a plus.
Excellent project management and problem-solving skills to optimize workflows across multiple teams.
Skills & Competencies:
Strong communication skills with the ability to maintain professional and positive client relationships.
Highly organized and able to track multiple projects while prioritizing tasks effectively.
Detail-oriented with a focus on accuracy in reporting and project execution.
Proactive, adaptable, and comfortable working in a fast-paced, dynamic environment.
Familiarity with project management tools such as Airtable, Asana, Jira, Trello, or HubSpot is a plus.
Preferred Experience:
Background in marketing, advertising, or creative industries.
Understanding of SEO, social media marketing, content marketing, and paid media.
Experience using CRM tools like HubSpot for client communication and reporting.
Insurance and Financial Services Agent
Customer Service Associate Job In Dunkirk, MD
Join the leaders. With the brand recognition of a Fortune 500 company, State Farm agents offer products to help customers meet their insurance and financial service needs.
Run a small business as a State Farm agent. Being a State Farm agent gives you a unique opportunity to develop yourself, your business, and your community.
We are seeking professionals to become a State Farm agent in Dunkirk, Maryland. With diverse backgrounds and experience, State Farm agents serve customers across the United States. From intangible rewards to traditional compensation, every reward you earn as a State Farm agent is based on skill, hard work and hitting the goals you set for yourself as an agent through meeting customer needs. Rewards may include:
· Opportunity to run a business
· Ability to lead and develop your own team
· Prospect to make a difference every day
· Chance to be a leader in your community
Make an impact while you run a business positioned to help others protect their lives and plan ahead. We offer a paid training program with hands-on field development experiences and continued support.
Apply to learn more about State Farm excellent compensation structure and get details on our State Farm Agency Career Track program to learn more about this amazing career opportunity.
State Farm is an equal opportunity employer.
Click the “Apply” button to be connected with a State Farm representative and to learn more about the State Farm agent opportunity. [Note: The “Apply” button is not an application for employment.]
State Farm agents are independent contractors. Compensation is sales and commission based. No base compensation is available with this opportunity. To determine actual compensation, the applicable State Farm Agent's Agreement and corresponding schedule of payments must be used. Information contained herein does not guarantee eligibility to receive compensation or guarantee specific results. Eligibility and actual results will vary.
Contact the job poster
Theresa Brown, CIR
Connecting Entrepreneurs with Small Business Ownership Opportunities
Send InMail
Job Details
Industry
Insurance Financial Services Banking
Employment Type
Full-time
Job Functions
Client Services Associate
Customer Service Associate Job In Fairfax, VA
Client Service Operations Associate
Multibillion Independent Wealth Management Firm
Fairfax County, VA
Established and growing 2B+ Independent RIA in Fairfax County, VA serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
Provide excellent advisory operations workflow support
Participate in a dynamic and positive team environment
Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency
Career track within the firm
Competitive compensation package including benefits and bonuses
Hybrid work schedule
Requirements
Bachelor's Degree
2+ years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firm
Track record of professionalism, adaptability, attention to detail, and time management
Experience with Custodial, CRM, and Portfolio Management systems preferred
Client Services Associate
Customer Service Associate Job In Tysons Corner, VA
A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment.
Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization.
Key Responsibilities:
Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies.
Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues.
Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements.
Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests.
Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions.
System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues.
Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy.
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Experience: Minimum of 2 year of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment. Series 7 & 63 certifications are a plus.
Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus.
Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness.
Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services.
View the full list of our open positions here: Main Line Search Job Openings
Customs Specialist
Customer Service Associate Job In McNair, VA
We have an exciting opportunity for a Customs Specialist to join our clients team based near Dulles International Airport. The Customs Specialist ensures compliance with customs regulations and government requirements for inbound shipments, providing excellent customer service and resolving issues to ensure timely customs clearance.
Key Responsibilities:
Process customs entries and coordinate with relevant government agencies.
Meet service level requirements according to client SOPs.
Submit entries in line with client SOPs and regulatory requirements.
Prioritize tasks based on ETA, product service level, and transportation mode.
Classify entries per client SOPs and collaborate with customs brokers.
Enter shipment and customs data into the system.
Resolve issues proactively with government agencies and customs authorities.
Qualifications:
Ability to work independently and manage multiple priorities.
Strong communication skills and attention to detail.
Familiarity with customs regulations and government agencies (FDA, FCC, USDA, FWS, etc.).
Excellent customer service skills.
Computer Skills:
Proficient in Microsoft and CargoWise preferred
Education & Experience:
High School Diploma or equivalent required.
3-5 years of experience as an Entry Writer.
Onsite
Salary - $55-65K negotiable DOE
Service Advisor DARCARS Rockville
Customer Service Associate Job In Rockville, MD
DARCARS Automotive Groupis now seeking Service Advisors! As the Service Advisoryou are responsible for presenting, consulting and selling automotive warranty products and repair services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements and company policy. In addition, you will build rapport with customers to promote customer satisfaction and customer retention.
In this role you'll:
Greet customers in a timely, friendly manner and obtain pertinent vehicle information
Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications
Generate and provide customers with a complete and accurate estimate of repair orders
Establish and communicate completion time of repair with customer and technician
Answer incoming service calls
Maintain and schedule service appointments
Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and excellent CSI
Follow the manufacturer's warranty guidelines and procedures
Conduct business with high integrity that maintains the manufacturer Customer Satisfaction Index (CSI) and DARCARS specified goal(s)
Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property
Must be able to manage in a fast paced work environment with limited supervision
Must have great customer service, phone and computer skills
Previous automotive Service Advisor experience highly preferred
Must be a minimum of eighteen years of age
Must have a valid driver's license
Must be able to pass pre-employment screening (background)
Benefits
Competitive pay and opportunities for bonus
Insurance: medical, vision, dental
Short-term and long-term disability plans
Life Insurance
401k
PTO and Paid Holidays
Employee discounts on vehicle purchases, parts and service repairs
Opportunities to join our community service initiatives
This job advertisement in no way states or implies that these are the only duties and responsibilities to be performed by this employee. This advertisement is merely a preview of the role in solicitation. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor.
We are an equal opportunity employer & drug-free workplace. Offers of employment are contingent upon successfully passing background screening (incl. criminal background check, review of consumer & motor vehicle records, verification of SSN). Employment is on an at-will basis & subject to termination if dealership rules & regulations are violated.
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Sales Associate Trainee
Customer Service Associate Job In Fairfax, VA
Inside Sales Associate Training Program - Fairfax, VA
Starting April 14, 2025
Exciting Opportunity Ahead: Launch Your Sales Career with Oxford Global Resources!
Are you looking to start a career in sales? Oxford Global Resources, a global professional services firm, is seeking motivated and results-driven individuals to join our team in Fairfax, VA.
What's in Store?
7-Week Paid Training: Immerse yourself in a dynamic, hands-on experience (32 hours/week) designed to equip you with the skills you need to succeed. This will be at an hourly rate for the first 7 weeks
Career Advancement: If you successfully complete the training program and after being assessed, you'll be given the opportunity step into a full-time Account Manager role, complete with a competitive base salary and uncapped commissions + benefits.
At Oxford Global Resources, we've been transforming careers for 40 years, serving top-tier clients from Amazon to Pfizer and beyond. With 35 offices around the globe, you'll be part of a team that supports Fortune 500 companies and innovative start-ups alike.
Why Join Us? Our commitment to your success means you'll receive thorough training in B2B sales, collaborating with our seasoned Account Managers and Recruiters. This is more than just a job-it's the start of an exciting career path in a thriving industry! You will learn to network utilizing various sales approaches and technology - phone calls, emails, text, Salesforce CRM, ZoomInfo, and LinkedIn - to foster and grow Oxford's relationships within current and new organizations. You will partner with and learn from some of the industry's most talented and passionate sales professionals. Oxford has won numerous awards and accolades over our 40 years - ClearlyRated's Best in Staffing Client and Talent, Top Workplaces, ATD Excellence in Practice, and more.
If you're motivated, results-driven, and ready to take your first step into sales, we can't wait to meet you! Don't miss out on this incredible opportunity-join us and shape your future with Oxford Global Resources.
Sales Associate, Tyson's Corner Center
Customer Service Associate Job In Tysons Corner, VA
SALES ASSOCIATE
WHO YOU ARE:
Our contributors at Michael Kors are stylish fashion forward individuals who have a drive to achieve results and a passion for customer engagement. As a Sales Associate, you are a team player who has the ability to multitask and is focused on building lasting client relationships. You will work in a fun, inspiring and rewarding environment with opportunities for development and growth.
WHAT YOU'LL DO:
Drive results through delivering an elevated customer experience
Perform operational tasks with excellence
Achieve productivity goals through multitasking and prioritizing responsibilities
Demonstrate flexibility and desire for individual growth in a fast-paced store environment
Foster customer relationships by continually developing knowledge of current trends and styling techniques.
Brainstorm with management to create innovative ways in order to maximize personal sales results.
Drive Omni channel sales by utilizing all available tools and technology
WE'D LOVE TO SEE:
2+ years of relevant retail experience
A self-starter with the ability to drive results
Energetic and motivated with the ability to engage; a true brand ambassador
Customer service obsessed; ability to sell with a passion for styling and love for fashion
Technologically savvy individual with an entrepreneurial spirit
MK PERKS:
Cross-Brand Discount
Internal mobility across Versace, Jimmy Choo and Michael Kors
Clothing Allotment
Exclusive Employee Sales
Flexible schedule
At Capri Holdings Limited, our commitment to inclusivity and accessibility begins with the candidate experience. If you require a reasonable accommodation for the interview or application process, please contact our Diversity and Inclusion team at ********************************************.
In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.
At Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/V
Sales Associate
Customer Service Associate Job In Washington, DC
e&e is seeking a Sales Associate for an onsite contract opportunity in Washington, D.C.!
We are seeking a driven and detail-oriented Sales Associate to lead retailer recruitment and business development efforts. This role is focused on expanding the network of licensed lottery retailers by identifying and engaging high-potential retail locations. The successful candidate will work extensively in the field, collaborating with internal teams and external stakeholders to drive recruitment, licensing, and onboarding initiatives.
Responsibilities:
Develop and implement a comprehensive retailer recruitment business plan, including objectives, timelines, and strategic outreach efforts.
Conduct territory surveys (e.g., zip codes, wards) to identify prospective retail locations such as liquor stores, grocery stores, convenience stores, gas stations, and other potential outlets.
Maintain and enhance recruitment databases to track activities and outcomes efficiently.
Utilize tools like Sales Wizard to log data, track outreach efforts, and prepare weekly reports and presentations for internal stakeholders.
Generate visual maps displaying existing and potential retailer locations.
Communicate directly with applicants to facilitate the licensing process and provide guidance through onboarding.
Prioritize recruitment within key retail categories while exploring new business opportunities for lottery partnerships.
Collaborate closely with sales coordinators, directors, and other team members throughout the recruitment and licensing lifecycle.
Use Microsoft Office Suite for data analysis, reporting, and tracking; particularly proficient in Excel.
Uphold organizational policies, procedures, and core values in all activities.
Spend at least 90% of work hours in the field engaging with prospective retailers.
Requirements:
Advanced proficiency in Microsoft Office Suite, especially Excel.
Strong verbal and written communication skills; capable of engaging diverse audiences.
Excellent negotiation skills, including in high-pressure or stressful situations.
Exceptional organizational skills with attention to detail, prioritization, and time management.
Ability to work independently for 8-hour field shifts.
Must possess a valid driver's license and access to a reliable vehicle.
Ability to produce and present recruitment activity reports and visual territory maps.
Senior Wealth Management Client Associate
Customer Service Associate Job In Leesburg, VA
Seeking a Senior Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth and investment management success.
As a Senior Wealth Management Client Associate, you will develop client relationships and support Financial Advisors. This is a highly visible role, which is a challenging and rewarding opportunity.
**This is an ON-SITE role. Local candidates only; not open to relocation at this time.**
Key Responsibilities:
Build sustainable relationships and trust with clients.
Take ownership of client issues and follow problems through to resolution.
Improve client experience to facilitate organic growth of the practice.
Successfully manage a high volume of emails, calls, and tasks, including but not limited to establishing client profiles, opening new accounts, tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts.
Ensure regulatory compliance is followed.
Process Required Minimum Distributions.
Develop and maintain a knowledge base of evolving products and services.
Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field
3+ years' experience in the wealth management industry in a client-facing role.
Comprehensive knowledge of the investment industry.
Experience with CRM systems.
Intermediate to Advanced level skills in MS Excel, Word, and Outlook.
Client Services Associate
Customer Service Associate Job In Vienna, VA
Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you.
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Qualifications
- Previous experience in LPL Financial system and processing preferred
- Strong ability to communicate effectively with clients and internal teams
- Collaborative and strategic minded individual
- Experience in account management or sales is a plus
- Familiarity with Salesforce or similar CRM software is advantageous
Responsibilities
This is an on-site employment opportunity with offices in Vienna and Leesburg. This role would allow you to support Financial Advisors. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)
Answer phones, schedule appointments, and prepare materials for client meetings
Keep client management systems up-to-date with client information
Assist with information and documentation requirements for new accounts, transfers, and more
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Software Sales Associate, Entry to Mid Level
Customer Service Associate Job In McLean, VA
About Us
RoboMQ is a SaaS product company that enables enterprises to automate critical business processes to reduce cost, improve operational effectiveness and provide better customer and employee experience.
RoboMQ offers Hire2Retire , a Lightweight IGA (Identity, Governance and Administration) SaaS product that manages employee lifecycle from HR systems to Active Directory, Azure AD and Google Directory. Hire2Retire manages full employee lifecycle changes of new hire, change of role, terminations, and long-term leave from HR and creates and manages Identity, Access, Privilege and Resource assignments. In effect, it fully automates work typically done by a sysadmin avoiding 90% of the cost while providing superior "First Day at Work" experience and preventing security and compliance risks by ensuring role-based access controls and timely terminations.
As a fast growing tech company we provide an environment of curiosity and learning to design cutting edge cloud & SaaS products coupled with fun and vibrant startup culture that has been providing accelerated growth to our people.
*******************************
***This opportunity is for local candidates ONLY. You must reside in Northern Virginia, DC or Maryland (DMV metro area) ***
Before you apply, make sure:
You have minimum 0-4 years of relevant experience in sales or marketing for Software or SaaS products
Ready to learn new things and work in a fast-paced startup-like environment
Hard-working, passionate, result-oriented go-getter
You are a US citizen or a green card holder. No H1B or OPT.
This job is at office, no remote or Hybrid setup.
Here's What You'll Be Doing
This role is a “sales generation and closer” role generating and closing inbound and outbound leads and taking them through the sales opportunity pipeline to close. You will be compensated on the receipt of the sales closed by you in addition to a basic salary that is dependent on your experience and level. At this entry level role, you would be working closely with senior member of the team in an apprenticeship model. As a SaaS software company, we incentivize our sellers on the results delivered via straight percentage-based commission and SPIF with no cliffs and accelerators for overachievers.
In this role, you would primarily be selling our go-to-market (GTM) product, Hire2Retire, a niche no-code business process automation product that integrates more than 16 leading HR systems with identity platforms (AD, Azure AD and Google Identity) to automate employee lifecycle and resource & access provisioning to enterprise systems. In addition to it, you may be upselling our API and data integration platforms, Connect iPaaS and Hybrid Integration Platform (HIP).
Manage and execute high-velocity outbound multi-channel prospecting strategy and inbound sales closure
Plan and prioritize sales activities and customer engagement to exceed assigned sales targets.
Drive opportunity creation, deal progression, and closure of new business within defined account segmentation.
Track activity in CRM, and leverage leading-edge marketing and sales automation products to engage in high-velocity SaaS sales
Own and understand the customers' needs on both a business and technical level to be a trusted advisor solving customer problems
Manage and build long-term account relationship
What Does Success Look Like?
Own and manage sales excellence in outbound lead generation, inbound lead closure, forecasting, pipeline development, and CRM opportunity management
Collaborate cross-functionally to maximize probability within target opportunities while driving relationships and credibility with key decision-makers
Execute and articulate our value proposition through focused meetings, demos, and customer-centric presentations
Laser focus on targets with a drive to overachieve.
Required Experience and Qualifications
1+ years of relevant sales and business development experience
A bachelor's degree in science or humanities
Tech-savvy and able to be naturally fluent and comfortable with technology- we are a leading-edge tech company
Familiarity and ability to learn and work on HubSpot, MS Office, Contact databases, LinkedIn Navigator, and related tools and technology
Proven software sales experience and track record of over-achieving quota
A firm understanding of how to qualify buyer interest and identify target customers
Express complex technology use cases in simple coherent language
A team-player attitude with a strong desire to help improve internal processes beyond just your day-to-day tasks. Aptitude to grasp technology and be comfortable working with technical teams
Strong English language skills in verbal and written communication. You should be a concise and coherent storyteller.
Base-level understanding of software solutions, Data Integration, APIs, Application Integration, Data Management, and Business Process Automation, Effective presentation, customer service, financial & business acumen, and negotiation skills.
Demonstrated industry knowledge and understanding of a customer's decision-making process, goals, strategies, and business objectives
Experience selling within the software sales and SaaS industry including actively partnering with technical sales specialists
Benefits
At RoboMQ, you'll get the opportunity to work in a fast-moving, award-winning high growth SaaS company
Competitive OTE package with experience-based salary and target-based sales commission and incentives
Strong, results-oriented culture
Work Location: McLean, Virginia (At Office, no Hybrid or Remote)
Position type: Full time
Compensation: Combination of salary, benefits, and sales commissions
RoboMQ is an Equal Opportunity Employer. Applicants must be authorized to work in the US.
Client Service Associate, Institutional
Customer Service Associate Job In Washington, DC
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects.
Responsibilities:
Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc.
Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company's Compliance policies
Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company's Compliance policies
Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company's Compliance policies
Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues
Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients' needs
Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows
Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc.
Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects
Required Education, Professional & Technical Experience
Bachelor's Degree or relevant work experience
1-3 Years in Investment Consulting or Financial Industry Experience
Proficiency in Microsoft Suite
Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred
Basic understanding of cash flow objectives
Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus
Essential Traits
Thoughtful ability to establish rapport and build relationships.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
Work Environment & Travel Requirements
This role may travel up to 5% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Work Life Convenience Benefits
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody - Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.
Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.
We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.
Restaurant Team Member
Customer Service Associate Job In Groveton, VA
Team Member
Opportunity Awaits!
Carrols owns and operates more than 1,000 Burger King Restaurants, and we need great people on our team! As a Team Member, you will become an important member of a fast-paced team that serves up the best burgers around and has a great time doing it! At Burger King you are not only making food, but also making friends that work together to help customers have it their way.
What Does a TEAM MEMBER do?
Serves our sizzling burgers to hungry customers
Welcomes the customer, takes accurate orders and manages their payments operating a cash register
Restrooms, dining area and kitchen all need to be kept clean and meet safety and health standards
Our stores get flaming busy! Our Team Members need be able to work as a team in a fast paced environment to keep our guests happy and full. Your part of the team effort includes packaging food and drinks, and making sure the restaurant is clean and maintains health and safety standards.
We always want our customers to be happy, so you may have to answer a question or two, or resolve issues every once in a while.
Our People are Made To Order
We are looking for awesome people to be on our team!
You must be at least 16 years old
You must be able to work in a fast-paced environment with your team
Working Hard!
The Team Member Position requires several physical demands including:
Remaining on your feet for several hours at a time
Lifting and carrying up to 25 pounds
Manual dexterity as it pertains to pressing and grabbing
Ability to communicate and read
Frequent bending, kneeling, stooping and reaching
Carrols Cares
We start our Team Members with competitive pay. Have it your way and enjoy flexible scheduling and sizzling benefits!
Carrols participates in the BKC student scholarship program started by the founder, Jim McLamore. Jim believed in higher education and so do we! By awarding over $7 million in scholarships to over 24,000 students each year, BKC plays a big part in making students dreams of going to college a reality!
Real Good Food
Carrols is committed upholding the Burger King Brand and to serving our customers the exact sandwich they want, made to order and delivered quickly by a friendly team member!
Success never tasted so good! If you want to unwrap your new career in a business that sizzles with potential, and have a great time doing it, click APPLY to submit your application today!
Membership Associate
Customer Service Associate Job In Arlington, VA
We are looking for a passionate and highly motivated Membership Associate to professionally represent the Navy League to members and future members. The successful candidate will work under the guidance of the Vice President of Member Engagement, Director of Membership, and the Manager of Membership. Ensures all phases of customer service to members, including answering e-mails and telephone inquiries relating to prospective and existing members and overseeing all communications with members. Accurately and efficiently process member transactions, service requests and the opening of new memberships/accounts in a courteous, discreet, and professional manner. Responsible for entry and/or review of all transactions. Ensure that transaction activity is validated and accurate. Serve as back-up to other team members in the department and other staff with additional office responsibilities as assigned.
Duties and Responsibilities will include:
Onboard new members with follow-up telephone calls, e-mail messages and/or mailings.
Update Nimble database with new and renewed member information from member payments.
Accurately and efficiently process member transactions, including the opening of new memberships/accounts in a courteous, discreet, and professional manner.
Contact members and prospects to update records.
Respond to members' concerns via telephone, e-mail, and in writing.
Research past memberships (deceased, life memberships and incorrect payments).
Contact past-due members regarding potential expiration of membership.
Process in-house credit card and check payments and membership applications received.
Assist in processing annual reports including updating councils contact and leadership information.
Create and print new and renewing membership cards and letters.
Participate in meetings and other events as required.
Background Requirements:
Education: B.A. or B.S. preferred.
At least one year of experience working in member relations.
Expert knowledge of Nimble AMS database preferred.
Previous non-profit membership experience preferred.
Cash handling, retail or financial service experience preferred.
Working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook.
Attributes for Success:
The Navy League is looking for a candidate who demonstrates the following values:
People-First. To each other, our members, partners, and vendors, we are respectful, responsive, flexible, timely, dependable, and accountable so that our work together is efficient, effective and creates maximum impact on the lives of people and issues we touch.
Motivated. We don't just take what's given to us and implement. We are curious, informed and continually pursue growth and learning about the world around us.
Impactful. Success is in the details; the amount of trust we foster; and consistency in delivering creative, quality-driven programs.
Truthful. Integrity, accountability, and transparency define our reputation. Since truthfulness is the basis of lasting relationships, we value learning from our mistakes because it makes us better practitioners working in a healthy team environment.
Friendly + Fun. We value each other's time, talents, personalities, unique contributions, and life beyond work, which is why we look for ways to lend a hand, share a laugh and/or applaud one another's achievements.
Expert Consultant, Customer Insights
Customer Service Associate Job In Washington, DC
Locations: Dallas | Denver | Chicago | Boston | New York | Brooklyn | Summit | Washington | Detroit | Minneapolis | Atlanta | Austin | Miami | Durham | Houston | San Francisco | Seattle | Los Angeles | San Diego Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.
To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.
What You'll Do
Thanks to digital advances, companies know more about the intentions of their customers than ever before. CCI Experts help our clients capitalize on this opportunity by utilizing customer data to unlock differentiated insight, and leveraging it to drive business strategy, operational improvements and product & service innovations.
Customer Insight Experts work seamlessly with clients and consulting team members to discover unique sources of value and translate project findings into actionable recommendations. In this role, you will conduct consumer research and synthesize insights to help clients address their biggest challenges and execute their business in new ways that deliver competitive advantage and bottom-line results.
CCI experts play a critical role in helping insight projects succeed, managing consumer research efforts and communicating findings to clients. Assignments vary greatly-ranging from drafting surveys to inform the investment thesis for a corporate client looking at an acquisition in a new market, to developing, executing and analyzing qualitative and quantitative research to inform a Brand Repositioning or Innovation effort.
Select responsibilities include:
* Direct Client Engagement and Support
You will use a wide range of qualitative and quantitative research techniques to drive business impact with our clients. You will lead the research from design to analysis. Together with the project team, you will always translate research findings into actionable business recommendations for the client.
* Proposal Development Support
You will drive the client proposal development by assisting in the creation of materials and participating in the selling process. As an Expert, you will lead research plans and outline BCG's capabilities in the Consumer Insight domain.
* Intellectual Capital Development
You will contribute to broaden and deepen the knowledge base of the firm: improving BCG's proprietary frameworks, methodologies & tools and developing knowledge of generalist consultants. You will develop state of the art tools, working hand in hand with BCG's Consumer Knowledge Team staff. You will play a role in the growth of CCI through case execution, client development, and intellectual property & product creation.
* Vendor Management
You will advise BCG's project teams on how to best select and manage external research vendors and help the broader CCI Operations team continuously validate/improve external relationships.
Our Expert Consulting Track
The Expert Consulting Track (ECT) is vital to BCG's ability to successfully meet our clients' demand for deep expertise and advanced technical capabilities. Experts deliver next-level impact for BCG's most complex and cutting-edge client challenges. Experts focus on developing BCG's thought leadership, commercial capabilities, and intellectual property assets; and their work is essential to our delivery model. Working as part of a multidisciplinary team to bring the 'best of BCG' to our clients, Experts come from diverse backgrounds, with expertise often gained outside of BCG in industry, academia, or specialized consulting.
What You'll Bring
* 5+ years of industry and/or consulting experience, with a focus on consumer research, product management, or quantitative analytics and insight generation (ideally in a marketing or consumer experience organization)
* Demonstrated experience using quantitative and analytical skills to generate insights that inform business strategy. Mastery of Excel required; familiarity with tools such as Alteryx and Tableau a plus
* Familiarity with performing data analysis, producing quantitative modeling, and interpreting data through a business and economic lens to create commercial recommendations
Ideal candidates may have the following experience, but it is not required:
* Working in Consumer Insight at the brand or category level for a global, blue-chip Consumer Goods/Services company (e.g., Procter & Gamble, Unilever)
* Operating in a research/analytics/insights role for a major custom research firm (e.g., Ipsos, TNS), or in an analytics/research role for a major syndicated data company (e.g., Nielsen, IRI, GFK)
* Working as a junior consultant or consumer research/insight specialist for one of the large/global or premium/specialized consulting firm
* Demonstrated expertise across a wide range of research topics (e.g., pricing, branding, growth), survey data analysis, and quantitative methodologies (e.g., conjoint analysis, segmentation techniques, drivers analyses)
* Experience with customer journey mapping (including pain point identification), particularly as it relates to journey improvement or digitization
* Mastery of statistical analysis concepts and techniques
* Sufficient knowledge and experience with qualitative research, an understanding of customer pathways, and knowledge of digital platforms is a plus
* Previous consulting experience, including slide writing and analytics
* Bilingual in Spanish and English preferred
Who You'll Work With
At the core of BCG's Center for Customer Insight is a group of expert consultants and knowledge team members who specialize in the design, execution, interpretation, utilization, and application of consumer and customer insight research to business problems.
As part of our consulting cohort, CCI Experts work alongside our generalist and specialty consultants to form "one BCG team," capable of delivering deep strategy and technical expertise.
CCI Experts are energized by the "detective work" of finding the opportunity hidden inside each new business challenge. They bring knowledge on key trends and marketing topics due to their specialization across various industry sectors and markets. At BCG, we measure our success by our clients' success, and Consumer & Customer Insight is an integral part of our work as strategy advisors. By translating and amplifying the voice of the consumer, we provide recommendations that directly lead to clients taking action to advance their goals and create meaningful, enduring impact.
Additional info
You'll be based in:
Location is flexible to any U.S. city where BCG currently has an office (Boston, New York, Brooklyn, New Jersey, Philadelphia, Washington DC, Detroit, Chicago, Minneapolis, Atlanta, Austin, Miami, Raleigh-Durham, Houston, Dallas, Seattle, San Francisco, Los Angeles, San Diego).
You'll be traveling:
Travel is anticipated (~30-50%) and will vary based on specific project locations.
For U.S. applicants:
BCG is an Equal Employment Opportunity employer and is committed to a policy of administering all employment decisions and actions without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
The first year base compensation for this role is:
Consultant: $190,000 USD
In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below.
At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage:
* Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children
* Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
* Dental coverage, including up to $5,000 (USD) in orthodontia benefits
* Vision insurance with coverage for both glasses and contact lenses annually
* Reimbursement for gym memberships and other fitness activities
* Fully vested retirement contributions made annually, whether you contribute or not
* Generous paid time off including vacation, holidays, and annual office closure between Christmas and New Years
* Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
* *Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
* To learn more about our employee benefit please check our BCG Benefits page.
Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
BCG is an E - Verify Employer. Click here for more information on E-Verify.
Customer Success Executive
Customer Service Associate Job In Tysons Corner, VA
Customer Success Executive, Financial Products ADC Advance is seeking a motivated Customer Success Executive to lead service provider sales, onboarding and usage of Smart Home Pay. This position suits candidates who thrive in a collaborative environment, working closely with smart, productive colleagues and customers to develop and enhance outstanding products and processes. You will engage with Operations, Sales, Support, Product, and Technology teams to help customers understand our offerings, grow with us, and achieve success using our products.
Essential Duties and Responsibilities
* Manage a portfolio of projects and resources across multiple offerings in coordination with Operations, Sales, Support, Product, Finance, and Engineering teams.
* Collaborate with ADC Advance leadership and the Alarm.com Sales team to manage the new partner sales pipeline, organize partner recruitment efforts, oversee the underwriting experience, and support partner onboarding activities.
* Coordinate with leadership to monitor active partner KPIs, maximize partner success using ADC Advance products, and ensure compliance.
* Establish scalable structures and processes that enable program growth, including learning experiences for Alarm.com Sales representatives and new partners, from onboarding to continuing education
* Work cross-functionally with ADC Advance and Alarm.com teams to maximize the success of ADC Advance's programs.
* Improve Smart Home Pay adoption and overall performance at the partner and partner sales representative levels through collaboration, product feedback and improvement, and training enhancements.
* Drive improvements in partner onboarding, training, and success by identifying areas of opportunity, developing strategies, and leading the implementation of changes.
* Define and measure Dealer and Sales representative milestones, prioritize deliverables, and manage cross-project, cross-team dependencies to meet team-wide goals.
* Administer, tailor, and implement Project Management tools to optimize partner onboarding, education, and operations.
* Other duties as assigned.
Requirements
* Bachelor's Degree or technical degree.
* 1-3 years of relevant work experience as a program or project manager, with experience working within software development teams required.
* Proven ability to manage customers and productively engage in a customer-facing role.
* Leadership experience with the ability to motivate others and build consensus.
* Excellent communication, presentation, organizational, and customer service skills.
* Ability to communicate and collaborate cross-functionally across diverse perspectives and areas of expertise.
* Strong quantitative, analytical, and critical thinking skills.
* Ability to work on multiple projects simultaneously in a small, fast-paced environment.
* Passion for consumer technology and a keen interest in developing a deep understanding of complex products and technologies.
* General knowledge of business, technology, economics, and/or finance.
WHY WORK FOR ALARM.COM?
* Collaborate with outstanding people: We hire only the best. Our standards are high and our employees enjoy working alongside other high achievers.
* Make an immediate impact: New employees can expect to be given real responsibility for bringing new technologies to the marketplace. You are empowered to perform as soon as you join the Alarm.com team!
* Gain well rounded experience: Alarm.com offers a diverse and dynamic environment where you will get the chance to work directly with executives and develop expertise across multiple areas of the business.
* Focus on fun: Alarm.com places high value on our team culture. We even have a committee dedicated to hosting a stand-out holiday party, happy hours, and other fun corporate events.
* Alarm.com values working together and collaborating in person. Our employees work from the office 4 days a week.
COMPANY INFO
Alarm.com is the leading cloud-based platform for smart security and the Internet of Things. More than 7.6 million home and business owners depend on our solutions every day to make their properties safer, smarter, and more efficient. And every day, we're innovating new technologies in rapidly evolving spaces including AI, video analytics, facial recognition, machine learning, energy analytics, and more. We're seeking those who are passionate about creating change through technology and who want to make a lasting impact on the world around them.
For more information, please visit **************
COMPANY BENEFITS
Alarm.com offers competitive pay and benefits inclusive of subsidized medical plan options, an HSA with generous company contribution, a 401(k) with employer match, and paid holidays, wellness time, and vacation increasing with tenure. Paid maternity and bonding leave, company-paid disability and life insurance, FSAs, well-being resources and activities, and a casual dress work environment are also part of our outstanding total rewards package!
Alarm.com is an Equal Opportunity Employer
In connection with your application, we collect information that identifies, reasonably relates to or describes you ("Personal Information"). The categories of Personal Information that we may collect include your name, government-issued identification number(s), email address, mailing address, other contact information, emergency contact information, employment history, educational history, criminal record, and demographic information. We collect and use those categories of Personal Information about you for human resources and other business management purposes, including identifying and evaluating you as a candidate for potential or future employment or future positions, recordkeeping in relation to recruiting and hiring, conducting criminal background checks as permitted by law, conducting analytics, and ensuring compliance with applicable legal requirements and Company policies. By submitting your application, you acknowledge that we may retain some of the personal data that you provide in your application for our internal operations such as managing our recruitment system and ensuring that we comply with labor laws and regulations even after we have made our employment decision.
Notice To Third Party Agencies:
Alarm.com understands the value of professional recruiting services. However, we are not accepting resumes from recruiters or employment agencies for this position. In the event we receive a resume or candidate referral for this position from a third-party recruiter or agency without a previously signed agreement, we reserve the right to pursue and hire those candidate(s) without any financial obligation to you. If you are interested in working with Alarm.com, please email your company information and standard agreement to ********************************.
JR104369
#LI-KM1
Customer Success Consultant
Customer Service Associate Job In Alexandria, VA
We are in search of a diligent and dedicated Customer Success Consultant to join our Customer Success team. We are Signal Vine, and we have an AI-based text messaging service that is a proven determinant in student success. If powerful results and use cases excite you AND you are a high-performer who is looking for an entrepreneurial, mission-driven team,
Signal Vine
is the place for you. The perfect candidate is interested in problem solving, helping people, and tackling tricky challenges that confront our customers. This is a customer-facing role, responsible for assisting the customer best utilize the Signal Vine platform. You will act as the technical lead working with customers to set-up and send important message campaigns using the
Signal Vine
platform.
Who We Are
Signal Vine is the leading Artificial Intelligence (AI)-powered messaging platform transforming how higher education leaders reach, support, and engage students. We believe in the power of conversation to build communities and to strengthen the opportunity for all to succeed. We are passionate about solving education and social challenges through technology-based innovation and building a business we can all be proud of while doing it.
Job Description
What You'll Do
On a daily basis you will:
Maintain positive customer satisfaction for a number of dedicated accounts
Help drive adoption of new features and expand customer usage of existing tools
Assist customers in setting up new messaging campaigns
Train users on how to use the platform and answer day-to-day questions
Perform other customer success or support tasks as required
Qualifications
Who You Are
First of all, you must have a bachelor's degree (BS/BA) from an accredited, four-year institution (or relevant work experience). Specifically, you should have:
Experience working with technology products and platforms
Interest in technical topics or learning to code is a plus
Additionally, you must have/be:
Obsessive about getting all the details right
Internal drive to meet deadlines and to bring others along with you
Effective time management and organizational skills
Excellent analytical, verbal and written communication skills
Integrity, high character and ability to maintain the confidentiality of customer data
Desire to work in an early stage company with "can do" start-up attitude
Additional Information
What Else You Should Know
Part of the growing education technology presence in Alexandria, VA, we are located just down the road from Amazon HQ2. We've been recognized as one of DC's most enviable offices by DC Inno and we offer a rewarding culture that promotes teamwork, growth, and enjoying our day to day roles. Our high growth business provides employees with a great opportunity to grow in their careers.
Competitive salary with individual commission structure
Medical (employer paid), dental, and vision insurance plans
401(k) plan with company match
Generous paid time-off and holiday schedule with additional floating holidays
Casual office attire and pet-friendly office
What Now?
Come join us as we build an exciting company that sits at the intersection of education and cutting-edge, AI-backed technology. All your information will be kept confidential according to EEO guidelines.
Ramp Service Employee - Part-Time
Customer Service Associate Job In Dulles Town Center, VA
Description Find your future at United! We're reinventing what our industry looks like, and what an airline can be - from the planes we fly to the people who fly them. When you join us, you're joining a global team of 100,000+ connected by a shared passion with a wide spectrum of experience and skills to lead the way forward. Achieving our ambitions starts with supporting yours. Evolve your career and find your next opportunity. Get the care you need with industry-leading health plans and best-in-class programs to support your emotional, physical, and financial wellness. Expand your horizons with travel across the world's biggest route network. Connect outside your team through employee-led Business Resource Groups. Create what's next with us. Let's define tomorrow together. Airport Operations The Airport Operations department keeps operations at our airports running smoothly through planning, organization and supervision. The Ramp Service Employee (RSE) is responsible for processing baggage, boxes, and/or cargo between baggage/cargo areas in the airport facilities and aircraft, as well as receiving and dispatching aircraft. We pride ourselves on being an on-time airline and are seeking dedicated individuals that understand a fast-paced environment while maintaining high-quality standards of operational safety and customer service. Qualifications What You Need to Succeed (Minimum Requirements): *
At least 18 years old * High school diploma, GED, or equivalent * Comfortable with computers, mobile devices, and new technologies * Able to stand, walk, and handle baggage for an eight-hour shift * Able to read, write and speak English fluently * Ability to communicate with other departments and flight crews * Must possess a valid state-issued driver's license, with a good driving record * Must be eligible to acquire and maintain credentials vital for the position * Must pass a background check * Must pass a pre-placement physical ability test, hearing and vision tests, and drug screen * Position-specific clearances include but are not limited to FAA, TSA, Port Authority, U.S. Customs and U.S. Postal Service clearances * Available during day and night shifts, weekends, and holidays * When necessary, based on the needs of the operation, you will be required to work mandatory overtime * Able to perform a variety of physical activities including bending, stooping, climbing, and working in tight spaces, including lifting up to 70lbs * Ability to obtain required training certifications, perform safety checks, and successfully complete all required job functions, including but not limited to operating and driving equipment, loading and unloading baggage and cargo, interpreting load sheets, baggage tags, and cargo labels * Work outdoors in all temperatures and weather conditions * Must be legally authorized to work in the United States for any employer without sponsorship * Work where there will be exposure to high noise levels * Must NOT have lived outside of the United States in the past 3 years for any period longer than six months, except for military duty or government-approved exceptions * Successful completion of interview and assessment required to meet job qualifications * Reliable, punctual attendance is a crucial function of the position * Ability to meet our uniform, and appearance standards * Must be willing and able to work 100% on-site The starting rate for this role is $19.07. This is also a bonus eligible position (i.e. profit sharing). We offer competitive benefits: medical, dental, vision, life, accident & disability, employee assistance program, commuter, paid holidays, paid time off, 401(k), pension and flight privileges (subject to the respective collective bargaining agreement). United Airlines is an equal opportunity employer. United Airlines recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status and other protected status as required by applicable law. Equal Opportunity Employer - Minorities/Women/Veterans/Disabled/LGBT. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions. Please contact JobAccommodations@united.com to request accommodation.
Customer Segment Consultant I
Customer Service Associate Job In Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
Skills
3+ years in role accountable for automated reporting, data sourcing and/or data analysis
Excellent verbal and written communications, high attention to detail
Ability to gather and document technical requirements and interpret business needs against data availability
Create and maintain complex SQL to source and deliver data from various databases and platforms
Experience with SQL object development and job scheduling software
Experience with operational practices and data sourcing applicable to Consumer Investments, Preferred Lending or Consumer Banking
Self-motivated, self-directed and able to manage priorities and changes without sacrificing quality or timelines
Strong analytical skills including awareness of data inaccuracies and solution-focused problem solving ability
Aptitude for learning new skills, tools, and processes
Desired Skills
Proficient in gathering and documenting technical requirements
Experience with MicroStrategy Workstation or similar BI tool
Experience working with Hadoop, Teradata, TOAD and Excel (PQ, PowerPivot, Advanced Formulas)
Familiarity with internal data sources including MIDAS, W, SDP, CMC, OBI
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Rolling Meadows - 1600 Golf Rd (IL3511), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$72,100.00 - $114,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.