Client Services Representative
Customer Service Representative Job 13 miles from Wheat Ridge
Our client is seeking an empathetic and detail-oriented Client Services Representative to support Advisors in delivering comprehensive financial planning services.
This role requires a professional who is decisive, confident, and respected by colleagues and clients alike. The successful candidate will work closely with Advisors to ensure every step of the financial planning process is executed with precision and in accordance with the highest ethical and regulatory standards. This position is based in Broomfield, CO, with a hybrid work schedule of 3 in-office days per week (flexible on which days).
Key Responsibilities:
Collaborate with Advisors by collecting, inputting, and verifying data for financial plans.
Assist in running financial scenarios and finalizing plans, ensuring timely and accurate completion.
Maintain proactive client communication throughout the planning process.
Liaise with investment, insurance, and service delivery teams to gather essential information for developing comprehensive financial plans.
Work alongside Advisors to prepare meeting materials, including compliance-required account advice letters and detailed financial plans.
Update client records and documentation in preparation for review meetings.
Attend client meetings when requested to provide additional support and ensure thorough follow-up on action items.
Prepare, verify, and process client forms, applications, and other documentation with meticulous attention to detail.
Organize and maintain confidential client records in compliance with established records retention policies.
Commit to ongoing learning to stay current with regulatory and Broker Dealer requirements.
Qualifications:
Strong interpersonal and empathetic communication skills, ensuring a client-first approach.
Decisive, confident, and respected in professional settings.
Excellent organizational skills with the ability to manage multiple tasks effectively.
A solid understanding of financial planning processes; familiarity with regulatory compliance is an asset.
Series 7 and Series 66 licenses are highly preferred.
Compensation & Work Arrangement:
Competitive base salary up to $75,000 (negotiable based on experience) plus a 5-10% bonus based on performance.
Full-time position with a hybrid work schedule: 3 days in-office per week in Broomfield, CO, with flexible scheduling.
Service Advisor
Customer Service Representative Job 12 miles from Wheat Ridge
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you.
Minimum Requirements:
Bachelor's degree preferred
Previous client interaction in an office environment
5+ years of Financial Industry Experience Preferred
CFP Preferred
Life & Health paired with either a Series 65 or Series 7 & 66 combination
This position requires that you possess the following skills:
Analytical
Self-Motivated
Self-Directed
Strong Interpersonal Communication Skills
Highly Organizational
Advanced Computer Skills
Responsibilities
Private Wealth Manager:
Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck.
Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators.
E&O - Maintain active E&O insurance.
Fiduciary - Act as a fiduciary for all fee-based clients.
Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market.
EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning.
EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process.
Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD.
Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience.
Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings.
Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience.
Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication.
Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals.
Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm.
Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly.
New Business Processor:
Check and collect incoming requests from the in-tray and the new business tray.
Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness.
Enter and update new business information into the internal tracking system.
Application preparation and new business processing for your assigned advisors.
Scan & upload documents into client files in Citrix.
Assist Advisors with application preparation and new business processing.
Submit documents in their entirety to the Broker/Dealer for review and approval.
Submit vendor documents to the vendor for review and approval.
Ensure all Broker/Dealer and vendor outstanding requirements are satisfied.
Confirm source of funds are received.
Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc.
Salesforce tracking daily on pending new business.
All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe.
Client Coordinator:
Participate in daily check-in meetings, HIVE meetings, and WIG meetings.
Aim to return all client calls and e-mails within 2 hours.
Enter and update client and business information into our CRM.
Prepare client review summaries (“recaps”) for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full)
Check in with Advisors daily
Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment.
Call unbooked members, with a minimum target of 75% of members with their next appointment booked.
Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked.
Assist Advisors with account servicing forms.
Record notes from every Registered Representatives and client conversation in Salesforce.
Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods.
Salary:
$70K-$80K
Monthly commission (uncapped)
Benefits:
401k with automatic 3% contribution from company
Pre-paid insurance (health, vision, dental, pharmaceutical)
Paid holidays
PTO
Hours:
Monday-Friday, 8am-5pm (in-office)
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Customer Service Representative
Customer Service Representative Job 7 miles from Wheat Ridge
We are partnered with a family-owned business that delivers top-quality plumbing, heating, electrical repairs and upgrades throughout the Denver Metro area. Our client remains committed to a small business approach, treating every customer with the best in customer service. From minor repairs to complex upgrades, they handle all household needs with professionalism and expertise. Their mission is to provide reliable, high-quality home services while maintaining a personal touch.
The Customer Service Representative will serve as an important member of the team- ensuring all customers receive outstanding customer service. This role involves answering inbound calls to assess customer needs, scheduling service jobs, and making outbound calls to expand company membership. This is an in-office role based in Golden, CO.
REWARDS
Competitive hourly pay of $18/hour
Opportunity to work in a dynamic, customer-focused environment
Unlimited earning potential with commission opportunities
Performance-based bonuses that reward top achievers for exceeding goals
REQUIREMENTS
High school diploma or equivalent
Strong written and verbal communication skills
Excellent phone etiquette, active listening, and customer service skills
Ability to multi-task, prioritize, and manage time effectively
Willingness to undergo background and drug tests in accordance with state and federal law
Reliable mode of transportation to commute to the office
RESPONSIBILITIES
Answer inbound calls from prospective and current customers with professionalism and efficiency
Manage and schedule customer appointments accurately and efficiently
Make proactive outbound warm calls to existing customers to schedule services and promote offerings
Educate customers on services, promotions, and options to enhance their experience
Address customer inquiries, provide solutions, and escalate concerns as needed
Emerge is committed to being an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic. In compliance with the Job Application Fairness Act, we ensure a fair and equitable recruitment process and provide necessary and reasonable accommodation. We value diversity and encourage individuals from all backgrounds and experiences to apply
Customer Service Coordinator
Customer Service Representative Job 10 miles from Wheat Ridge
Bailey's Consolidated LLC is looking for a full-time Customer Service Coordinator to join our Denver team. You must be detail oriented and have excellent communication skills. The position will be responsible forcoordinating loads within our operation department with different customers/clientele. You must also be able to manage time effectively and maintain effective performance under pressure. You must have customer service skills, and a knowledge of basic computer concepts required. Previous experience in logistics and supply chain helpful.
This is a full-time position with benefits. You will work, Monday through Friday 8 AM to 5 PM. This is not a remote position.
RESPONSIBILITIES
Act as support for our delivery teams, customer relations, and operation staff
Process delivery manifests each morning and develop relationships with clients by developing a rapport and trust through effective communication.
Process completed routes every day to ensure accuracy of information provided by the field team.
Process delivery driver payroll through our internal system.
Performs other duties as assigned.
Attention to detail
QUALIFICATIONS
Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment
Communication and interpersonal skills to work effectively with team, supervisor, and other company personnel
Proficiency with all common computer applications (Microsoft Word, Excel, Outlook, Adobe Reader, etc)
Constant positive and energetic attitude
Knowledge and experience of/with proper telephone etiquette
Ability to read/speak/write fluently in English
Neat, clean, and professional appearance
Highly motivated and willing to learn new skills
organized
self-starter
Work independently or alone at times
Great telephone and writing skills to respond to customer emails and paperwork
BENEFITS
Health, Dental, and Vision insurance starting the beginning of the next month following your employment start date
HSA and FSA options with health plans
Free mental health services for employees and family members
Traditional and ROTH 401(k) with a 25% company match
Federal paid holidays
12 days of Paid Time off annually for the first year
48 hours of sick pay annually
Succession planning - Leadership opportunities and upward mobility
Bailey's Consolidated LLC is an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, sexual orientation, marital or veteran status, or any other legally protected status. '
Job Types: Full-time
Pay: $18.00 -$22.00 Depending On Experience
Client Services Associate
Customer Service Representative Job 12 miles from Wheat Ridge
Client Service Associate
We are seeking a detail-oriented Client Service Associate to support account openings, client service, and quality control for broker-dealers. This role will also be responsible for reviewing PMA, Prime Broker, and DBA packages while ensuring compliance with AML and regulatory processes.
Key Responsibilities:
Open various account types for Broker-Dealers, ensuring proper AML compliance.
Prepare and circulate PMA and Prime Broker approval packets for committee review.
Provide client service and support for account-related inquiries from broker-dealers.
Conduct quality control checks to ensure compliance and completeness of new account documents.
Process account adjustments as requested by broker-dealers.
Monitor and review exception reports (e.g., P3 Credit Interest, No DAML, CDC).
Evaluate and recommend updates to policies and procedures.
Manage returned mail processes and ensure proper follow-up.
Perform additional duties as assigned.
Qualifications & Skills:
Associate's degree required; Bachelor's degree preferred.
Minimum of 5 years of professional experience, preferably in financial services.
Strong attention to detail with the ability to ensure document accuracy and compliance.
Ability to quickly learn and apply regulatory rules and guidelines.
Excellent verbal and written communication skills for professional client interactions.
Proficiency in Microsoft Office Suite.
Knowledge of the brokerage industry or financial services is a plus.
Strong organizational and time management skills, with the ability to prioritize and multi-task.
Effective problem-solving and critical thinking abilities.
Exceptional customer service skills, with the ability to perform under pressure in a fast-paced environment.
This is an excellent opportunity for a motivated professional to contribute to a dynamic team while gaining exposure to the financial services industry.
Inside Sales Representative
Customer Service Representative Job 12 miles from Wheat Ridge
Woodgrain is seeking an experienced candidate to join our sales team. With a vast selection of some of the industry's top building products and millwork- including doors, windows, columns, decking, and more- we provide our dealers with top-of-the-line products from the best supplier brands in the country.
The Inside Sales Representative is responsible for supporting the sales efforts of the branch to ensure the successful execution of sales plans. The Inside Sales Representative sells, quotes, and promotes the building materials program in addition to ensuring prompt and accurate communication with customers on their orders and delivery dates.
Compensation and Benefits
Competitive compensation package (base pay & commission)
Career advancement opportunities
Medical, Vision, Dental Insurance
Paid time off (PTO) and company-paid holidays
401(k) Retirement Plan with company match
Essential Duties and Responsibilities
Work with customers to convert inbound inquiries into actual sales.
Overcome technical and business objections for prospective customers.
Emphasize salable features, quote prices, and prepare sales orders for orders obtained.
Make outbound sales calls based on sales activity plans generated by the Sales Manager or General Manager.
Develop and maintain customer relationships.
Estimate date of delivery to customer based on product knowledge, order processing, production, and delivery schedules.
Investigate and resolve customer problems, including warranty service.
Update customers on any changes to the promised delivery date.
Enter new customer data and other sales data for current customers into the computer database.
Comply with required company policies and procedures.
Communicate with buyers on product shortages or quality issues.
Additional duties may be assigned.
Education and Experience
Associate's degree or equivalent from a two-year College or technical school; Bachelor's degree preferred
3-5 years related experience and/or training; or equivalent combination of education and experience
Knowledge, Skills, and Abilities
Proficient computer skills; experience using Microsoft Excel, Word, Outlook, and PowerPoint (intermediate or advanced).
Must exhibit customer service skills and the ability to develop relationships over the phone.
Results-driven and ability to generate innovative and creative solutions to problems.
Ability to develop quick rapport with employees and customers.
Possesses general business acumen.
Ability to manage multiple projects.
Customer Service - Inside Sales
Customer Service Representative Job 2 miles from Wheat Ridge
Wanco Inc. is seeking Inside Sales in our Arvada, CO production facility.
Duties include selling parts, processing documents, assisting with repair and warranty requests, telephone support, and overall customer service. Possesses knowledge of the product lines both current and historical, to serve customer issues and parts needs best. Determine the best method to resolve problems to ensure customer satisfaction.
Answer customers' questions regarding parts, prices, and availability.
Meet all sales objectives and handle all aspects of completing parts sales including paperwork.
Respond to customers' inquiries or questions.
Follow up, either verbally or in writing, to ensure customer satisfaction.
Key Responsibilities:
Understanding client needs and offer solutions and support.
Presenting and delivering information to clients.
Processing parts orders, warranty claims and repairs in a timely manner.
Communicate the progress of parts orders and repairs with customers.
Answering and following up with customers on various requests.
Assisting the outside sales team with any requests.
Maintaining a CRM database of prospective client information.
Qualifications/ Skills:
Comfortable talking to new people daily.
Ability to work in a fast-paced environment.
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers.
Persuasive and goal-oriented.
Possesses an energetic, outgoing, and friendly demeanor.
Self-motivated and self-directed.
Able to multitask, prioritize, and manage time efficiently.
Tenacity to handle rejection and continue on with a positive attitude when reaching the next potential client.
Ability to work independently or as an active member of a team.
Previous experience in an outbound call center or inside sales experience preferred.
Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred.
High school degree or equivalent.
Physical Requirements:
Mobility to work in a factory and warehouse setting, including using standard office equipment, including a computer.
Comfortable working indirectly in a manufacturing facility and adhering to PPE requirements.
Reporting: This position reports to the Managing Marketing Coordinator head and has no direct reports.
Salary Range: $22 - $27, No Commission
Benefits: Insurance (Medical, Dental, Life, 401k). Paid time off and holidays.
Eligible to participate in Wanco's standard benefits package.
Inside Sales Representative - Industrial
Customer Service Representative Job 12 miles from Wheat Ridge
The Inside Sales role at Accu-Tube is responsible for the growth of the Industrial segment of our steel tubing business. Generate new leads, manage customer relationships, and help develop a sales strategy to grow our Industrial business.
PRIMARY JOB RESPONSIBILITIES
Serve as primary contact for Industrial sales segment
Work with our manufacturing team to understand production volume and technical requirements.
Create share of sales pipeline, annual budgets, and monthly forecasts to execute plan.
Proactively identify gaps in sales budget and forecasts and develop an action plan to mitigate gaps.
Proactively communicate business risks at an account by gathering competitive intelligence on products, regulations, technologies, and business in general.
Identify new product/technology needs for key customers.
Utilize CRM for reporting customer-facing activities.
Demonstrate clear product and technology expertise.
Manage a large volume of customer communication: email and phone calls.
Identify customers' needs to achieve satisfaction.
Originate new customer relationships.
Build sustainable relationships and trust with customer accounts through open and interactive communication.
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
Work with internal resources to fulfill customer requests.
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies.
Take the extra mile to engage customers.
Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Monitor and analyze customer's usage of our product.
Must be flexible with work schedule.
Other duties as assigned by management.
Travel as required - 10% anticipated.
EDUCATION REQUIREMENTS
Bachelor's Degree in Engineering or related field.
2 years' experience in similar role or customer facing sales role.
Strong written and verbal communication skills
QUALIFICATIONS/CHARACTERISTICS
ERP systems/fundamentals knowledge and understanding.
Experience with Salesforce.com or a CRM system
Strong background in the use of Excel and other “Office” tools
Manufacturing environment experience preferred.
Must work and interact effectively and professionally with and for others throughout various levels of the organization.
Ability to work in collaborative and independent work situations.
Ability to work with minimal supervision.
Maintains professional and technical knowledge through self-directed learning, collaboration with experts and by attending educational workshops.
WORKING CONDITIONS
Indoor production environment, duties performed indoors, adequate lighting and comfortable temperatures. Occasional exposure to moderate noise and machinery with mechanical moving parts. Availability 24/7 to respond as business situations require.
PHYSICAL REQUIREMENTS
Occasionally positions self to move an item
Frequently move about the production floor and office area
Frequently operates a computer, enters data into systems, verifies information, etc.
Inside Sales Representative
Customer Service Representative Job 27 miles from Wheat Ridge
BITS - Bolder IT Solutions, INC is an IT solution provider and a white label Enterprise Service Provider located in the Denver Metropolitan Area. We work with start-ups and Fortune 100 companies to help them grow through IT and technology transitions.
Role Description
This is a full-time hybrid role for a an inside sales professional at BITS. The role is located in the Denver Metropolitan Area with flexibility for some remote work.
Qualifications
Managed Services and IT background
Sales skills
Strong sales and customer relationship management skills
Excellent communication and problem-solving abilities
Inside Sales Representative
Customer Service Representative Job 12 miles from Wheat Ridge
General Shale, Inc., the nation's leading brick and masonry materials manufacturer, is seeking an Inside Sales Representative for our Denver, CO location. The successful candidate must acquire an in-depth knowledge of General Shale products and interact professionally with customers in a fast-paced sales environment.
Responsibilities will include:
Inside sales
Invoicing
Answering the phone
Data entry in SAP computer system
Cash sales
Job Requirements:
2-5 years customer service experience; inside sales experience
Must be a self-starter who possesses excellent PC skills; knowledge of SAP a plus
Strong communication skills, including both written and verbal communications
We offer competitive compensation as well as a comprehensive benefits package.
********************
Inside Sales Representative
Customer Service Representative Job 25 miles from Wheat Ridge
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
Collections Representative
Customer Service Representative Job 12 miles from Wheat Ridge
LaSalle Network has partnered with an online financial services company, assisting consumers and small businesses. Their team is looking for a Collections Representative. Their headquarters are in Chicago, IL. However, they do offer this role to be remote.
Collections Representative Responsibilities:
Manage inbound/outbound calls, approximately 90 calls a day
Assisting customers regarding overdue payments and loans
Helping identify solutions to help customers make consistent payments
Focus on key metrics like conversion rates, dollars collected/hour, and contacts/hour.
Collections Representative Requirements:
Must have experience in collections, at least 1-2 years
Must have reliable internet, with an internet speed of 25+ Mbps
Must be comfortable in a fast-paced environment
Must be comfortable with multi-tasking
If you are interested in this position and qualify based on the previously mentioned requirements, please apply today!
Thank you,
Emily Ali
Recruiter
LaSalle Network
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
Expert Consultant, Customer Insights
Customer Service Representative Job 12 miles from Wheat Ridge
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 Service - Operations Support Agent - $18.81
Customer Service Representative Job 12 miles from Wheat Ridge
We seek an Operations Support Agent to join our Operations Team. This position is perfect for individuals who thrive in fast-paced environments, excel at independent work, and have a strong attention to detail. As an Operations Support Agent, you will play a crucial role in maintaining our fleet and ensuring that our rental operations run smoothly, providing an exceptional experience for our customers from when they arrive to when they drive away.
You will:
Efficient Fleet Management: Use the TSD application to accurately track and update vehicle statuses, ensuring cars are ready for customers or scheduled for maintenance without delay.
Fleet Organization: Organize vehicles in assigned lot areas to ensure efficient flow, whether for rental availability, maintenance, or transport to and from overflow lots.
Lot Signage and Organization: Maintain and update lot signage, ensuring each rental vehicle is placed in the correct location, making it easy for customers and team members to locate available cars.
Vehicle Detailing and Preparation: Prioritize vehicle detailing needs, marking units that require cleaning or maintenance to ensure they are rental-ready for the next customer.
Battery Assistance and Basic Maintenance: Jump-start vehicles with dead batteries or perform minor fixes to keep operations moving without interruptions.
Key Management: Track and report any missing keys to the Fleet Manager immediately, ensuring all vehicles are accounted for and accessible.
Vehicle Transportation: Coordinate and transport vehicles between locations, such as overflow and maintenance lots, and facilitate movement to local repair shops or auctions.
Down Vehicle Monitoring: Tag and monitor vehicles that have been out of service for five days or longer, placing red hats on these units to mark them as non-rentable until resolved.
Support for Ready Line & Return Service Areas: Fill in where needed in the service areas, providing break coverage or additional support during peak times to ensure smooth operations.
Safety & Cleanliness: Uphold a safe, clean, and professional environment in the lot and service areas to maintain a positive experience for both customers and team members.
Assist Management with Operational Needs: Be ready to assist with any additional tasks as management requests to ensure seamless rental operations and an exceptional customer experience.
Perform other duties as assigned to support business needs and objectives.
Requirements:
High School Diploma or equivalent
Valid Driver's License
Previous experience in a similar role is a plus but optional. We'll provide training!
You enjoy staying organized and ensuring things are done correctly.
Willing to lend a hand and support the team as needed.
A can-do approach to daily tasks and challenges.
We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Accordingly, all members of society, irrespective of age, gender, disability, sexual orientation, race, religion, or belief, are encouraged to apply to join our team. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
Europcar Mobility Group
Europcar Mobility Group is a global mobility player, with 75 years of mobility services expertise and a leading position in Europe.
“We help to change the way you move”
is what we stand for and brings us together.
We offer to individuals and businesses a wide range of car and van rental services, be it for a few hours, a few days, a week, a month or more, on-demand or on subscription, relying on a fleet of more than 250.000 vehicles, equipped with the latest engines including an increasing share of electric vehicles.
Our brands address differentiated needs, use cases and expectations: Europcar - a global leader of car rental and light commercial vehicle rental, with a premium positioning, Goldcar - a frontrunner at providing low-cost car rental services in Europe, and Fox-Rent-A-Car , one of the main players in the car rental market in the US, with a "value for money" positioning.
Customers' satisfaction is at the heart of the Group's ambition and that of our more than 8,000 employees, everywhere we deliver our mobility solutions, thanks to a strong network in over 130 countries.
More info at: *******************************
Junior Customer Service Agent
Customer Service Representative Job 19 miles from Wheat Ridge
At Price Solutions, our mission is to foster and encourage innovative solutions, creative problem-solving, and the ability to provide a dynamic range of outreach services to our clients. In order to better support daily operations in our retail locations, we are seeking to fill another entry level management position. The Junior Operations Manager will focus heavily on business development practices of our Denver location, campaign operations, and managing key functions alongside the location director.
RESPONSIBILITIES:
• TRACKING AND REPORTING - Act as the Team Operations liaison to divisional teams, producing special reports, data, and sales tracking information in order to reach company and individual goals and quotas. Detect problems and resolve issues quickly.
• CAMPAIGN DEVELOPMENT - Conduct territory research and monitor market trends or best practices surrounding the use of systems to drive team business objectives. Think outside of the box as to always be one step ahead of competitors.
• PRODUCT KNOWLEDGE - Assist with collaborative efforts surrounding the redesign of products and be able to inform customers of any products that align with their needs. Continued education and training to benefit the company's ability to market and connect with consumers effectively.
• CLIENT/TRAINING MEETINGS - Collaborate with internal management and peers to assist with marketing strategies and team management, in preparation for conflict resolution, upselling potential, and FAQ's while meeting with interested parties.
• DEMONSTRATIONS - Assist in the creating and delivery of presentations for department meetings/workshops or demonstrations in office. Attend scheduled outings with consumers and follow ups with current or potential consumers.
QUALIFICATIONS:
Bachelor's degree or 2 years of related experience
Proven ability to lead, train, and develop others
Strong communication and interpersonal skills
Demonstrated success in achieving sales targets and driving revenue growth
Ability to travel to retail sites as needed
Those with interest in the following categories tend to do well in this role: Customer Service, Relationships, Customer Acquisition, Business Development, Leadership, Hospitality, Campaign Management, Communication, Training, Sales, Retail, Promotions, Team, Club, Athlete, Teamwork, Advertising, Marketing, Client Acquisition.
Customer Experience Retention Specialist
Customer Service Representative Job 12 miles from Wheat Ridge
Be Part of Something Transformative Are you ready to make a lasting impact on customer relationships? As a CX Retention Specialist, you'll be part of a newly-formed global team that's at the pinnacle of CX's 2025 vision. This is your chance to combine proactive engagement, data-driven insights, and personalized strategies to help customers thrive while contributing to one of our most critical initiatives.
What You'll Do
* Drive Retention Initiatives: Actively engage with customers to help them achieve their goals and maximize the value they derive from monday.com.
* Leverage Insights: Use machine learning models, predictive analytics, and customer data to identify trends, opportunities, and risks that impact retention.
* Deliver Personalized Solutions: Design and execute custom training sessions, webinars, office hours, and demos tailored to customer needs.
* Collaborate Across Teams: Work closely with Customer Success Managers, Sales, and Product teams to align on strategies, share insights, and ensure a seamless customer journey.
* Be a Creative Problem Solver: Tackle challenges with innovative thinking and empathy, crafting long-term solutions that enhance customer success.
What We're Looking For
* 2+ years of experience in a B2B customer success, retention, or account management role (preferred experience with SMB and mid-market customers).
* Strong ability to manage multiple accounts at various stages of the customer lifecycle.
* Comfort with using CRM tools and a data-driven approach to decision-making.
* Fluency in English is a must, with excellent communication skills (written and verbal) to connect with a global customer base.
* Creative mindset with proven problem-solving abilities in dynamic environments.
* Passion for continuous improvement and driving results in a fast-paced environment.
Why Join Us?
This is an exciting opportunity to help build and shape a new global team at in CX at monday.com. You'll be part of a forward-thinking group that's redefining how we approach customer engagement, driving innovation, and contributing directly to our 2025 vision. Together, we'll set a new standard for excellence.
For Denver based hires only: Compensation Range: $73,000-$85,000 base salary, subject to standard withholding and applicable taxes. In addition to base salary, the role includes opportunity to receive and/or earn a discretionary bonus and/or equity based on Company's plans and in accordance with Company's policies. Compensation finally awarded to the candidate will be commensurate with the candidate's skills and experience. Compensation ranges for candidates in locations outside of Denver may differ based on the cost of labor and such additional factors for such other locations
Please note that this role is on a hybrid model.
Visa sponsorship for this role is currently not available.
monday.com is proud to be an equal opportunity employer. We hire talented individuals, regardless of gender, race, ethnicity, ancestry, age, disability, sexual orientation, gender identity or expression, military or veteran status, cultural background, religious beliefs, or any other characteristic protected by federal, state, or local laws.
Call Center Representative
Customer Service Representative Job 12 miles from Wheat Ridge
360 IT Professionals is leading name in the software development industry, bring innovative business solutions to clients in Silicon Valley. We are always looking forward to bring aboard IT professionals and help them build a career in the IT Industry by providing the opportunity to work with our top clients in US.
Job Description
Provides support to end users on a variety of issues.
Identifies, researches, and resolves technical problems.
Responds to telephone calls, email and personnel requests for technical support.
Documents, tracks and monitors the problem to ensure a timely resolution.
Has knowledge of commonly-used concepts, practices, and procedures within a particular field.
Relies on instructions and pre-established guidelines to perform the functions of the job.
Primary job functions do not typically require exercising independent judgement.
Qualifications
Minimum of 1 year of experience in a call center
Strong phone and verbal communication skills along with active listening skills
Familiarity with CRM Systems
Experience using IVR/ACD (Five9, Cisco, etc)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Customer Service Representative (In Office)
Customer Service Representative Job In Wheat Ridge, CO
TempToFT
Customer Service Representative (In Office)
Currently, we have a Customer Service Representative job opportunity for our Manufacturing client, based in Wheat Ridge, who specializes in providing custom, high-quality labels for a variety of industries. This position is a Temp to Hire opportunity and is an in-office position, not remote.
Summary:
As a Customer Service Representative, you will provide production sales support managing customer account queries and issues. The CSR will be responsible for processing orders, modifications and escalating customer complaints. The CSR will support assigned sales personnel with all customer-related activities. This position requires excellent customer skills, the ability to maintain composure in a fast-paced environment, a flexible and positive attitude, and a strong sense of urgency to meet daily deadlines. This person must be able to communicate thoroughly between sales, production, and management. This person will oversee the orders and make sure all the needs of our clients are met.
Daily and Monthly Responsibilities
Respond promptly to customer inquiries; processing sales orders, customer returns, corresponding to shipment delays, and providing quotations for all products.
Create professional bids, quotations and proposals.
Coordinate customer visits if needed and answer the phone or attend to someone walking through the door.
Create product samples and send them out to clients or fulfill their questions.
Track shipments closely to ensure timely delivery to customers, along with making sure artwork is approved and nothing is pending in the approval period.
Correspond regularly with Supply Chain to follow completion of overseas orders from start to finish.
Communicate with the Sales Team, customers, and the art department to ensure a satisfactory and timely resolutions.
Able to respond to internal and external customer inquiries providing professional, customer-facing interaction by phone, email or in person; manage customer complaints, even when handling unpleasant customers with discretion and tact.
Obtain functional knowledge of all label products.
Communicate regularly with management regarding workflow, operations, and opportunities for streamlining current procedures.
Attend and present production meetings.
Back up to team members as needed.
Qualifications Needed:
2 or 4-year college degree OR equivalent and relevant work experience.
High level of professionalism and interpersonal skills to handle all aspects of customer service and project management.
Strong working knowledge of customer service principles, practices and skills.
Customer focused attitude, passion for quality and a willingness to quickly cultivate product expertise.
Demonstrate ability to prioritize, problem solve, and manage numerous projects on tight deadlines.
Intermediate computer skills and knowledge of MS Office Suite, and able to learn industry standard software.
Familiarity with enterprise resource planning systems (ERP systems)
Professional level written and verbal communication skills, strong decision-making ability and attention to detail.
Ability to work well with all levels of internal management and staff, as well as, outside customers and suppliers.
Demonstrated ability to work with a diverse team and remain professional under pressure.
Must have your own camera that shoots 4k or higher.
Requirements
Completed higher education courses
Driver's license
Positive, upbeat personality
Schedule: Monday - Friday 7:00am to 4:00pm
Pay: $19.00/hr to $21.00/hr, DOE
Location: Located in Wheat Ridge, near I-70 and Kipling
Drug & background screen required (THC included)
Weekday Evenings Customer Service Representative
Customer Service Representative Job In Wheat Ridge, CO
Hiring Immediately! 3pm-10pm Monday-Thursday
We invite you to join the team that empowers people to live a healthy lifestyle through a culture committed to feeling good!! We embody the way of the Wolf Pack; we are Honorable, Open-Minded, World Class, and Lead with Spirit!
Our location is looking for someone with a high-energy vibe who can contribute to the overall environment for our wonderful members and awesome team.
Benefits
Fitness
Complimentary Black Card Membership
Onsite fitness classes
Team workouts
Company Sponsored Fitness events/challenges
Additional Perks
Employee Assistance Program
Entertainment and recreation discounts through Employee Advantage
Team building and Company Events
Rewards programs
Recognition programs
Leadership Development Plan with growth opportunities
Company facilitated training (local and corporate)
Volunteer opportunities
Financial
401(k)
Paid sick days
Bereavement Leave
Employee Discounts
Earned Wage Access- PayActiv
Job Summary
The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Bilingual preferred (English/Spanish) but not required.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter cleaning chemicals during shift.
Compensation: $14.00 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Call Center
Customer Service Representative Job 25 miles from Wheat Ridge
Are you tired of just getting a pizza party for a job well done?
Do you love talking on the phone?
Do you thrive working as a team?
If you found yourself answering "yes!" to the questions above, we might be the place you're looking for!
Ameritech Windows is the FASTEST GROWING home remodeler in Colorado! We have been in business since 1994 and have an A+ rating with the Better Business Bureau. We are proud to be #1 in our industry as well as a LOCAL COLORADO COMPANY!!
We are in need of confident, charismatic, and energetic individuals to join our fast-growing team. We are an unique company that not only has a collaborative, exciting work environment, but also high quality products that our community loves. How many companies can ACTUALLY say that??
This is not a customer service based job.
BENEFITS of joining our team:
Uncapped compensation plan (no more pizza - enjoy EXTRA MONEY on top pf hourly)
Personal and professional development
Tremendous opportunities for advancement
Continuously-growing company with a fun and positive work environment
Flexible hours
COMPENSATION:
$18 Base hourly pay PLUS 3 different bonus opportunities
Automatic review at 30 days
Our team on average earns $22-35/hr with bonus
Top performers easily earn $35-50/hr with bonus
Uncapped potential earnings
Quick hourly advancement
SCHEDULE:
Full time hours available for the right candidate
Part Time: Monday-Sunday (Minimum of 15 hours per week)
Flexible hours
JOB REQUIREMENTS:
Go getter, positive attitude
Charismatic and energetic
Money motivated
******APPLY TODAY******
We encourage candidates to apply who want to explore a career in a different industry.
PARALLEL OPPORTUNITITES AVAILABLE WITH OTHER POSITIONS
Job Types: Full-time, Part-time
Salary: $18.00 - $50.00 per hour
Benefits:
Flexible schedule
Health Insurance
Paid training
Experience level:
No experience needed
Supplemental pay types:
Bonus opportunities
Commission pay
Work setting:
In-person
Work Location: 80229