Customer Service Fundamentals Career Training Opportunity
Customer Service Representative Job In Parkville, MD
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America or JPMorgan Chase among other leading organizations in the Baltimore area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Business Operations
- Project Management
- Banking
- Customer Success
- IT Support
- Data Analytics
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Parkville, MD-21234
Insurance and Financial Services Agent
Customer Service Representative 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 Success Associate
Customer Service Representative 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.
Client Service Associate
Customer Service Representative Job In Annapolis, MD
Mariner Advisor Network is recruiting for a Client Service Associate to join Connect Wealth in Annapolis, MD. This position will work primarily in the office and therefore candidate will need to be local from the Annapolis, MD area.
Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are their core values, guiding their commitment to transparent and ethical financial practices. Connect Wealth focuses on building lasting relationships with empathy and loyalty, ensuring financial well-being for all. Mariner Advisor Network serves as a strategic partner to Connect Wealth.
The Client Service Associate is a full-time position that will be instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, and managing a diversity of financial and administrative tasks, then this opportunity is for you. The ideal candidate will be professional, compassionate, and consistently provide the highest standard of client service.
Responsibilities
Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed.
Maintain client paper files and electronic data files in a timely manner.
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting advisors as needed.
Manage and execute client money movement transactions as assigned.
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results.
Attend and participate in learning opportunities through client service associate meetings and internal resources.
Oversee office operational projects on an as needed basis.
Perform other duties as assigned.
Qualifications
Bachelor's degree preferred.
A min of one year of relevant experience.
Financial services experience or applicable internship experience.
Wealth management experience a plus.
Skills and Knowledge
Strong PC proficiency with MS Office Suite.
Positive attitude toward client relations to provide exceptional, proactive client service.
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail.
Strong verbal and written communication skills are essential to effective client relationships.
Collaborative team player who actively contributes to team success.
Strong organizational and analytical skills.
Ability to multitask in a fast-paced environment.
Highly organized with strong analytical and problem-solving skills.
Interest in financial planning and client service.
Able to work in a team environment.
Connect Wealth provides training and resources to support your success in the role. They also offer great career advancement opportunities along with a competitive compensation and benefits package.
EOE M /F/D/V
Client Services Associate
Customer Service Representative 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 Representative 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 Representative 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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Client Services Associate
Customer Service Representative 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 Service Associate, Institutional
Customer Service Representative 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.
Client Services Associate
Customer Service Representative 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.
Client Services Representative
Customer Service Representative Job In Owings Mills, MD
Job Title: Client Services Representative
Employment Type: Contract to Hire
Pay Rate: $21-$24 per hour
Work Arrangement: Fully Onsite
Job Description:
We are seeking a dedicated and detail-oriented Client Services Representative to join our team in Owings Mills, MD. This role is fully onsite and offers a contract-to-hire opportunity. The ideal candidate will assist sales representatives and clients to ensure smooth order processing and provide exceptional customer service.
Responsibilities:
Assist sales representatives with order processing and client communications.
Facilitate smooth order processing from initiation to completion.
Address client inquiries and resolve issues promptly.
Maintain accurate records of client interactions and transactions.
Collaborate with internal teams to ensure timely delivery of products and services.
Provide support in managing client accounts and maintaining client satisfaction.
Qualifications:
Previous experience in customer service or client relations.
Strong communication and interpersonal skills.
Ability to multitask and manage time effectively.
Detail-oriented with excellent organizational skills.
Proficiency in Microsoft Office Suite and CRM software.
Ability to work onsite in Owings Mills, MD.
Benefits:
Competitive pay rate of $21-$24 per hour.
Opportunity for contract-to-hire based on performance.
Collaborative and supportive work environment.
Account Representative
Customer Service Representative Job In Gaithersburg, MD
Country Casual Teak is looking for a new Account Representative focused on building relationships with and selling to designers and design firms. This role also serves as the company's liaison to design industry organizations (e.g., ASID, IIDA, ASLA, AIA), participating in webinars, events, and trade shows. The Account Representative will work to achieve annual sales goals by executing acquisition campaigns and managing customers through the full sales cycle with exceptional, personalized service. This position involves both inbound and outbound sales activities.
Key Responsibilities:
Achieve Sales Goals: Meet and exceed yearly revenue, client acquisition, and retention targets for the design industry sector
Develop Client Relationships: Actively engage with current design clients to understand their business needs and build lasting relationships
Respond to Inquiries: Handle inbound designer calls and showroom visits professionally and enthusiastically. Provide detailed product information that encourages specification and sales of Country Casual Teak products, including details about warranties, lead times, and additional offerings
Generate Quotes: Check pricing and stock availability, collaborating with Sales Support staff as needed to prepare quotations
CRM Management: Record all design leads, opportunities, and client contact information in Zoho CRM
Sales Pipeline Management: Build, grow, and maintain a robust sales pipeline. Follow up on leads and quotes to close sales efficiently
Outbound Sales: Make daily outbound calls to identify decision-makers, initiate dialogues, assess client needs, provide proposals, and close sales
Collaborate on Marketing: Partner with the Marketing Team to execute phone and email campaigns, host webinars, and deliver Lunch and Learn presentations
Ensure Customer Satisfaction: Conduct post-sale follow-ups to confirm customer satisfaction. Address and resolve customer complaints professionally with assistance from Customer Service
Cross-Department Collaboration: Work closely with the Sales and Client Relations Manager, Operations staff, and other departments to ensure timely and accurate communication of order details to customers
Networking and Industry Representation: Attend relevant business networking events to expand the company's presence and identify new sales opportunities and represent Country Casual Teak at approved design industry trade shows (up to 25% travel)
Stay Informed: Keep abreast of the latest industry trends through webinars, publications, and online research.
Qualifications:
Experience: 5+ years of experience in a relationship-focused sales environment with a proven ability to build pipelines and generate revenue
Industry Knowledge: Deep understanding of the interior design industry and client/market needs.
Relationship Building: Demonstrated ability to expand and leverage existing relationships with interior designers and firms while proactively seeking new clients and opportunities
Communication Skills: Excellent interpersonal and communication skills with a proven ability to establish rapport and develop relationships in person and over the phone
Technical Proficiency: Strong computer skills, including proficiency in MS Word, Outlook, and Excel. Familiarity with CRM software and computerized order entry systems is a plus
Drive and Teamwork: Enthusiastic, goal-oriented, and able to work independently and collaboratively within a team
Organizational Skills: Strong organizational and follow-up abilities with the capacity to manage multiple sales opportunities and orders simultaneously
Sales Pipeline Management: Proficiency in establishing and maintaining sales pipelines using designated sales software
Innovative Thinking: Creative and out-of-the-box thinker with the ability to develop innovative solutions and strategies to meet client needs and drive sales growth
Benefits Offered:
Health, Dental, and Vision insurance
Company-funded Healthcare Reimbursement Account
Company-funded Long-term Disability, Short-Term Disability, Life Insurance, and Employee Assistance Program
Additional Supplemental Benefits (FSA, DCA, etc.)
Paid Time Off (PTO) and Holidays
Retirement Plan with Company Match
Team Member Discounts on Products
Tuition Reimbursement for Continued Education
Regular All-Company Events
Who We Are:
Established in 1977, Country Casual Teak is the nation's leading designer and manufacturer of solid teak outdoor furniture. From patio dining sets to rocking chairs and luxury poolside chaises, we take pride in providing durable and beautiful teak furniture solutions that transform outdoor spaces. Our 45+ year commitment to the highest standards of quality, craftsmanship and customer service has earned us the trust of homeowners and corporate clients across the country.
Entry Level Marketing Representative
Customer Service Representative Job In Baltimore, MD
AliMark is looking to grow our marketing team! Our next Marketing Representative will be mainly focused on generating new customer acquisitions while actively promoting our clients' brands and services to grow their brand awareness. We specialize in face-to-face marketing and promotional sales in partnered retailers to accurately promote each client and dramatically increase sales!
If you are looking to get a foot in the door of a growing company, then APPLY TODAY!
Responsibilities:
Engage daily with potential new customers in a partnered retailer
Build relationships with clients and team
Accurately present and promote each client to our consumer base
Communicate effectively with team and upper level management
Track team and personal goals weekly
Qualifications:
Experience working with customers and/or teams
Goal-oriented with a student mentality
Works well with a team, but also self-manages at a high level
Adaptable
Leadership capabilities
Perks:
Weekly pay
Travel opportunities
Regular networking opportunities with leaders around the country
Leadership and growth opportunities
Professional development
This is an in-person job located in Baltimore, MD!
Inside Sales Representative
Customer Service Representative Job In Baltimore, MD
Insurance Sales Specialist - (Remote & In-Person Opportunity)
Take Control of Your Career Today
We are looking for motivated, disciplined and goal-driven individuals to join our high-performing insurance sales team! Whether you're an experienced sales professional or looking for a rewarding career change, we provide everything you need to succeed-leads, training, mentorship, and an unmatched commission structure.
Why Join Us?
No Cold Calling - Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Flexible Schedule - Work remotely, in person, or a combination of both. You decide!
Unlimited Earning Potential - Competitive compensation with the most attractive commission and bonus structure in the industry and residual income on renewals.
Comprehensive Training - We provide the tools, scripts, and mentorship to help you close deals quickly as well as a supportive team environment with access to seasoned mentors.
Career Growth - Advancement opportunities based on performance, not tenure.
What You'll Do:
Get Licensed!- Must have or be willing to obtain a life insurance license (we provide guidance and support to help you get licensed).
Meet with Clients - Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Present Tailored Solutions - Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products.
Close Sales & Earn Big - Guide clients through the application process and celebrate each win!
Build Long-Term Relationships - Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Stay Informed - Stay up to date on industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
What You Need to Succeed:
✔ Strong communication and persuasive sales skills
✔ Self-motivated and goal-oriented mindset
✔ Ability to work independently and manage your own schedule
✔ No experience required - we'll help you get licensed if you're not already!
✔ Valid driver's license & reliable transportation (for in-person meetings)
Compensation & Perks:
💰 High commission structure with monthly bonuses
💰 Residual income paid annually on policy renewals
📚 Comprehensive training and continuous professional development.
🚀 Fast-track promotion opportunities
Entry-Level Government Account Representative
Customer Service Representative Job In Reston, VA
To keep step with our rapid growth in technology market, we are in search of collaborative, driven and forward-thinking individuals to continue to grow our business. We currently have openings for entry-level government Account Representatives.
Account Representatives are focused on identifying, qualifying and closing federal, state and local government opportunities. You will be responsible for relationship development, proposal writing, and new business development. The ideal candidate will be a college graduate with a business-related degree and some marketing or business internship experience.
This role is based out of our office in Reston, VA.
Overall Responsibilities:
Manage assigned accounts to maximize sales potential
Work effectively within assigned territory and named account base to maximize sales potential
Generate leads, qualify opportunities, and forecast pipeline
Responsible for set revenue expectations and achievements
Build strong relationships to achieve win/win results toward common goal
Drive registration to and attend client meetings and events
Build strong relationships to achieve client goals
Desired Qualifications & Experience:
Strong desire to learn about federal software sales
BA/BS degree
Proven track record of leadership, responsibility and dependability
Ability to thrive in a fast-paced, changing environment
Competitive, assertive, self-starter mentality
Carahsoft is an equal opportunity company. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or
protected veteran status.
Expert Consultant, Customer Insights
Customer Service Representative 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 Consultant
Customer Service Representative 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.
Customer Segment Consultant I
Customer Service Representative 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.
Call Center Operator (2024-0127)
Customer Service Representative Job In Chantilly, VA
Acclaim Technical Services, founded in 2000, is a leading language, operations, and technology services company supporting a wide range of U.S. Federal agencies. We are an Employee Stock Ownership Plan (ESOP) company, which is uncommon within our business sector. We see this as a significant strength, and it shows: ATS is consistently ranked as a top workplace among DC area firms and continues to grow.
We are actively hiring a Call Center Operator with TS/SCI clearance and polygraph to join our Alder Divison working in Northern VA. You will provide professional telephone operations support in a fluid, fast paced environment, to answer and manage incoming calls from a variety of sources.
RESPONSIBILITIES
Provide professional, courteous, resourceful support to all incoming calls
Must be proficient in relevant computer applications, customer service principles and practices, call center telephony and technology, data entry, and clerical processes
Attention to detail is essential to manage complexity of calls
Have proven ability to perform in a fast-paced environment and manage multiple tasks simultaneously and effectively
Strong oral and written communication skills to brief POCs on outcomes and action resulting from calls
Ability to understand and adhere to process flows
REQUIRED EDUCATION & EXPERIENCE
Excellent interpersonal skills and the ability to develop relationships with customers, coworkers and colleagues
Must be able to work easily with non-native English speakers and pay close attention to details
Must have the ability to adapt to changing work requirements, multiple tasks and priorities, and be able to exercise discretion
Prior call center experience managing a high volume of incoming calls is desired
Must have basic typing skills (40 WPM)
Equal Employment Opportunity / Affirmative Action
ATS is committed to a program of equal employment opportunity without regard to race, color, ethnicity, national origin, ancestry, citizenship, sex, pregnancy, marital status, sexual orientation, gender identity, age, religion/creed, hairstyles and hair textures, handicap/disability, genetic information/history, military/veteran status, or any other characteristic or condition protected by federal, state or local law. It is the policy of ATS not merely to refrain from employment discrimination as required by the various federal, state, and local enactments, but to take positive affirmative action to realize for women, people of color, individuals with disabilities and protected veterans full equal employment opportunity. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination on the basis of their physical or mental disability or veteran status.
Customer Success Job Training Program
Customer Service Representative Job In Ellicott City, MD
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America or JPMorgan Chase among other leading organizations in the Baltimore area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Business Operations
- Project Management
- Banking
- Customer Success
- IT Support
- Data Analytics
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
PandoLogic. Category:General, Location:Ellicott City, MD-21043