Customer Support Specialist
Customer Service Specialist Job In West Valley City, UT
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Customer Support Specialist
Customer Service Specialist Job In South Jordan, UT
📢 We're Hiring: Customer Support!
🏦 Industry: Banking & Financial Services
💰Pay: $21.99/hour
📆Duration: 6-month contract (potential to extend or go permanent)
Customer Support Representative
Take the next step in your career! Join as a Client Support Rep, assisting clients with account inquiries, financial services, and our mobile app. Work in a fast-paced team, multitask, and provide top-tier service.
Preferred: College degree or call center experience
Skills: Strong communication, problem-solving & adaptability
🎯Perks & Benefits:
Competitive Pay - Up to $21,99/hr
Healthcare - Medical, dental & vision
Supplemental Insurance - Accident, critical illness & hospital indemnity
401(k) Retirement Savings
Life & Disability Insurance
Employee Assistance Program & Legal Support
Auto, Home & Pet Insurance
Exclusive Employee Discounts
📢 Ready to grow your career? Don't miss out! Apply today! 🚀
Bilingual Customer Service Representative
Customer Service Specialist Job In Salt Lake City, UT
Insight Global is looking for a bilingual customer service-oriented individual to join one of our largest transportation and logistics companies. On a daily basis, this candidate will:
Utilize phone and email skills to communicate with customers
Maintain professionalism while solving customer discrepancies
Track progress within driver routes to ensure on-time deliveries
Provide verifications, scans, cancellations, and/or changes as needed for customers
Required Skills:
Ability to Speak both English and Spanish
Excellent communication skills with internal and external individuals
Minimum 1 year experience using Microsoft Word, Excel, and PowerPoint
Call center or customer service experience (1 year minimum preferred)
High school diploma or equivalent educational experience
Desired Skills:
Ability to handle multiple tasks at once
Organizational capabilities
Willingness to learn and grow within a company
Customer Experience Specialist
Customer Service Specialist Job In Salt Lake City, UT
ABOUT US
As seen on
Shark Tank
! Spoonful of Comfort delivers handcrafted soup gift packages that are warm, thoughtful, and delightfully personal-like sending love by the ladle. Inspired by the soup our founder wanted to mail to her mom during a battle with cancer, Spoonful of Comfort is the perfect get-well gift, housewarming surprise, and heartfelt care package.
We are a rapidly growing company based in Salt Lake City, and we believe that providing uplifting, compassionate customer support is just as important-if not more so-than the product itself.
ABOUT YOU
As a Customer Experience Specialist, you will represent and champion our customers' needs with warmth, professionalism, and empathy. We're looking for:
Excellent written and phone communication skills - You can connect with customers in a kind, clear, and professional manner.
Emotional intelligence - You recognize and respect customers' emotions, handling their concerns with genuine care.
Reliability and consistency - You show up, follow through, and can be counted on to provide exceptional service every day.
A love for helping people - You enjoy creating positive interactions and making every customer experience special.
A positive attitude - You thrive in a supportive, team-oriented environment and bring an encouraging energy to your work.
Technical proficiency - You're comfortable navigating computer systems and learning new tools to support customer interactions.
ABOUT THE JOB
We have full-time and part-time seasonal roles available starting at $18/hour. We are hiring multiple candidates to meet scheduling needs, which may include 9-5 shifts or early morning/evening hours. Our office is based in Salt Lake City, UT.
Your daily tasks will include:
✅ Answering phone calls and responding to emails with warmth and professionalism
✅ Providing helpful information about our products and services
✅ Troubleshooting and resolving customer concerns with patience and care
✅ Maintaining accurate customer records and documenting interactions
✅ Staying up to date with our evolving products and service
QUALIFICATIONS:
✔ Ability to build genuine connections with customers
✔ Strong multitasking and prioritization skills
✔ A positive and professional demeanor
✔ Excellent written and verbal communication skills
✔ Previous experience in customer service, sales, or related fields is a plus, but not necessary
If you have a strong work ethic, an empathetic heart, and a passion for helping others, we'd love to hear from you! Apply today and help us send comfort, one conversation at a time.
Pay: From $18.00 per hour
Benefits:
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Senior Client Service Associate
Customer Service Specialist Job In Salt Lake City, UT
Sorenson Impact Advisory (“SIA”) is a boutique multi-family office and institutional investment advisory firm specializing in the curation of customized mission-aligned investment portfolios. We serve a select group of individuals, families, and foundations passionate about aligning their financial assets with what matters most to them, leveraging impact-focused investment opportunities to make a difference in the world while seeking compelling risk-adjusted returns.
Description:
We are seeking a Senior Client Service Associate with 3-5 years of professional experience, a great attitude, high energy, and the ability to work successfully on a small but growing team to join us at our Salt Lake City, UT office.
An ideal candidate will have a strong client service background and excellent attention to detail, in addition to the ability to work well under tight deadlines, manage priorities effectively, and a passion for delivering exceptional client service. They will be excited to wear multiple hats to support the growth of the business, such as compliance and firm administration responsibilities, in addition to their client service work.
This is a role with potential for growth both horizontally and vertically within the firm, and is ideal for an ambitious, high-performing, and intellectually curious client service and operations professional looking for enhanced professional growth and opportunities for advancement.
This position is a full-time, in-person opportunity.
Roles & Responsibilities
Facilitate new client onboarding, from gathering documentation through account opening and asset transfer, ensuring a frictionless onboarding experience for new clients
Provide ongoing maintenance of existing brokerage accounts (i.e. signer or beneficiary updates, account openings & closures, transfers of interest)
Execute all money movement requests accurately and efficiently
Complete private investment subscription documents and oversee ongoing facilitation of capital calls, distributions, redemptions, etc. utilizing Canoe Intelligence
Support quarterly client portfolio rebalances (i.e. project management, trades, investment paperwork, account openings)
Maintain and enhance SIA's CRM; develop new templates, workflows, and checks to improve efficiency and ensure data accuracy
Execute gifts and charitable contributions
Provide prompt responses to client phone calls, text messages, and emails, escalating issues as necessary to the client's advisor or SIA's investment team
Liaise with client accountants and estate planning attorneys; respond to ad hoc reporting requests
Schedule client meetings and assist with notetaking and follow-up task entry in CRM
Maintain organization of client folder system
Track, collect, and distribute tax documents as needed (1099s, K-1s, etc.)
Additional responsibilities may include: supporting CCO in gathering information for regulatory filings & supporting SEC-required record-keeping, vendor management, running quarterly billing through Addepar, and supporting CFO with reimbursements and firm expense tracking
Qualifications:
Undergraduate degree required
3-5 years of professional experience in client service at a registered investment advisor or similar; experience working with high net worth and ultra-high net worth clients preferred
Service-oriented mindset with the ability to anticipate needs and effectively manage client expectations and the expectations of multiple internal and external stakeholders
High level of honesty and integrity with the ability to handle confidential information discreetly
Strong sense of ownership and responsibility
Self-starter, able to meet deadlines and execute proactively with minimal oversight
Flexible and able to thrive in a demanding, dynamic start-up environment
Life-long learner with an awareness of their strengths and weaknesses; able to take feedback and act upon it quickly
Fluent in Microsoft Office Suite; quick to learn new technology; proficiency in Wealthscape (Fidelity), Addepar, Wealthbox, and Canoe Intelligence preferred
Interest in or passion for impact investing a plus
Legally authorized to work in the U.S.
Based in Salt Lake City, UT or willing to relocate
Benefits
401k with matching
Partially subsidized medical, dental, and vision insurance
Generous PTO policy
Base Salary Range: $75k-$100k DOE
Bonus: Discretionary, Based on Performance
Sorenson Impact Advisory is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Customer Service Representative
Customer Service Specialist Job In Salt Lake City, UT
Job Title: Customer Service Representative (no c2c)
Industry: Financial
JOB DESCRIPTION: Theoris has a handful contract opportunities for Customer Service Representatives. These positions are open to candidates already residing in the Salt Lake City area who are able to work fully onsite. The Customer Service Representative is responsible for providing quality customer service and accurate information about depositor accounts, programs, policies, and processes. This role involves answering inquiries from customers, potential customers, financial institutions, business partners, and internal stakeholders.
RESPONSBILITIES:
Answer incoming customer calls and inquiries.
Report conditions affecting customer satisfaction.
Perform timely and accurate follow-ups on account inquiries.
Provide accurate information on deposit products and services.
Demonstrate strong problem resolution skills.
Maintain strong organizational and communication skills with attention to detail.
Escalate reports of exceptional service and complaints when necessary.
Complete core corporate training and develop a solid knowledge of systems.
Stay self-motivated to improve knowledge and advance service capabilities.
Maintain knowledge of all retail servicing policies and procedures.
Organize training documentation and stay updated on new information.
Operate within compliance policies and procedures.
REQUIREMENTS:
High School Diploma or Equivalent.
Some banking experience or a customer service background preferred.
Excellent knowledge of multiple business area processes and procedures.
Strong familiarity with applicable department systems.
Ability to manage multiple priorities in a time-sensitive environment.
Composure and professionalism while troubleshooting and resolving complex customer issues.
Proficiency with Microsoft applications, particularly Word and Excel.
Strong oral and written communication skills.
Excellent data entry skills.
Proven ability to meet individual, team, and department goals.
Specialized or multi-skilled experience through job-related training.
Ability to take a broad perspective on problems and identify new solutions.
Ability to work with a limited degree of supervision.
Proven ability to meet strict attendance guidelines.
About Theoris: Our goal is to Fuel Your Career! As a Theoris team member, you join a culture based on people-centered values and an environment that fosters both personal and professional growth. We build long-term relationships with our clients and our consultants. With over 30 years of building strong relationships in the industry, we're uniquely positioned to make the right connections. This knowledge is used to find the right job placement. Our recruiting teams are experts dedicated to the information technology and engineering staffing space and are highly respected by our client base.
Customer Service Representative
Customer Service Specialist Job In Salt Lake City, UT
About Us: Join our small, dynamic call center team where we prioritize exceptional customer service and building loyalty. Our environment is more laid-back compared to larger call centers, focusing on quality interactions rather than call metrics.
Key Responsibilities:
Handle a variety of customer inquiries, including feedback on clerks, receipt requests, and more.
Provide support for programs, assisting with password resets, app navigation, etc.
Engage in calls that may last up to 40 minutes, ensuring each customer feels valued and heard.
Maintain a high level of patience and professionalism.
Requirements:
Experience: Some call center experience preferred.
Skills: Excellent communication skills, patience, and the ability to build and retain customer loyalty.
Team Player: Reliable and accountable.
Location: Hybrid (3 days in office, 2 days remote)
Schedule:
Monday: 11:00am-7:00pm
Tuesday: OFF
Wednesday: 11:00am-7:00pm
Thursday: 11:00am-7:00pm
Friday: 11:00am-7:00pm
Saturday: 8:00am-4:00pm
Sunday: OFF
Customer Support Representative
Customer Service Specialist Job In South Jordan, UT
Job Title: Customer support Representative
Beneficiary Services is a specialized team within E*TRADE designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
DUTIES and RESPONSIBILITIES:
• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• Provide world class customer service to both internal and external clients in all interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Leverage systems and ensure all case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
• Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Ability to efficiently handle a high volume of requests in a fast paced environment
• Strong computer skills including Microsoft Suite
• Basic knowledge of E*TRADE systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.
Customer Service Enrollment Specialist
Customer Service Specialist Job In West Valley City, UT
Benefits Representative - Liberty NationalCrafting Brighter Futures for Families
At the forefront of specialized financial services, Liberty National helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
Role Overview:
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Liberty National embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Liberty National?
Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture: At Liberty National people are ambitious but respectful, high-energy, and treat every member like family.
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our representatives have seen exponential career growth within Liberty National.
Customer Support/Account Rep
Customer Service Specialist Job In South Jordan, UT
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include *** Cash Management products and services, *** Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center.
Client Onboarding Specialist - Temporary
Customer Service Specialist Job In North Logan, UT
Description Tyler Technologies is looking to hire a Temporary (16-18 weeks) Client Success Account Manager, you will be the primary point of contact for our Onboarding Channel Partners and Merchant Acquiring Clients. Your responsibilities will include:Responsibilities:Channel Partner Onboarding:
Build a strong and pleasant onboarding experience for Channel Partners.
Direct, assist and train Onboarding Specialists.
Implement an Onboarding Welcome Packet, including training documents for interface users.
Proactively monitor and identify key performance indicators (KPIs) for the team.
Implement, track, and achieve KPIs.
Create Totango Cadences for Onboarding Experiences.
Client and Partner Interaction:
Collaborate with partners and the product team to provide feedback and suggestions for improving our software based on customer needs and usage patterns.
Work closely with sales and onboarding to identify and address any client concerns or issues during the onboarding process.
Implement onboarding experience surveys for Sales and Agents.
Training and Documentation:
Develop video content for product training in the Learning Management System (LMS).
Manage Onboarding and Training of New Partners and Merchants.
Create training documentation for onboarding and team.
Provide client release notes and new product notifications.
Coordinate with the product development team on training for new products.
Train Business Development Representatives (BDRs) per standard operating procedures (SOP) for 60 days.
Coordinate with the Director of Sales for Partner Onboardings.
Account Management and Support:
Define customer success stages in Totango, including Onboarding, Adoption, Expansion, and Retention/Advocacy.
Establish Quarterly Business Reviews (QBRs) for Channel Partners and Acquiring Clients.
Create digital disbursements and restitution implementation guides.
Develop System Admin Training from an outline, including roles and responsibilities of user permissions with IT collaboration.
Oversee Channel Partner/Agent transitions.
Provide RFS (Request for Service) Coverage during the interim period of Training (60-90 days).
Agent Support:
Serve as the primary point of contact for Channel Partners and Merchant Acquiring Clients.
Build rapport and confidence with clients and partners in the servicing and ticketing process.
Identify improvements within the agent support process.
Triage and troubleshoot client issues.
Triage and troubleshoot Channel Partner issues.
Handle escalated calls/tickets from client support specialists.
Escalate tickets to direct reports.
Conduct weekly call monitoring.
Oversee the Customer Success Queue in Salesforce.
Qualifications:
BS/BA degree in a related field or equivalent experience is desired.
External candidates should have a minimum of 5 years of experience managing client accounts or software implementations.
Strong knowledge of the software life cycle is strongly preferred.
Excellent planning and organizational skills, with a commitment to follow through until processes are completed.
Exceptional interpersonal skills, including verbal and written communication, teamwork, and customer service skills.
Proficiency in using computers and exposure to IT infrastructure components required.
Strong decision-making and problem-solving skills.
Strong analytical ability, particularly in a technical environment.
Proficient in Microsoft Word, Excel, and PowerPoint.
Exceptional conflict management skills.
If you are a results-oriented, highly organized professional with a passion for delivering exceptional customer experiences, we encourage you to apply for the Client Specialist manager position at Tyler.
Customer Service Expert
Customer Service Specialist Job In Ogden, UT
Benefits:
Employee discounts
Flexible schedule
Training & development
At Palm Beach Tan "clean" is our middle name. In order to live up to that name, we are looking for outgoing, energetic individuals who LOVE to clean. This person will be responsible for various cleaning duties throughout the salon.
Responsibilities
Maintains salon cleanliness
Sanitizing equipment after each use
Mopping, dusting, laundry, sanitizing tanning beds, floors, bathrooms
Setting up tanning rooms for next customer according to Palm Beach Tan standards
Assisting customers as needed
Qualifications
Must be at least 18 years of age
Reliable transportation, and flexibility including nights and weekends
Attention to detail
Ability to stand, bed, walk for up to 7 hours per day
We offer a flexible work environment, free tanning and product discounts.
LST Utah, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
Customer Service - TurboTax Product - NO Tax Experience Necessary!
Customer Service Specialist Job In Midvale, UT
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Customer Support Specialist
Customer Service Specialist Job In South Jordan, UT
Key Responsibilities:
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Morgan Stanley accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
Functional support areas include Morgan Stanley Cash Management products and services, (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center
Customer Service Enrollment Specialist
Customer Service Specialist Job In Coalville, UT
Benefits Representative - Liberty NationalCrafting Brighter Futures for Families
At the forefront of specialized financial services, Liberty National helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
Role Overview:
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Liberty National embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Liberty National?
Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture: At Liberty National people are ambitious but respectful, high-energy, and treat every member like family.
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our representatives have seen exponential career growth within Liberty National.
Customer Service Representative
Customer Service Specialist Job In South Jordan, UT
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Preferred Skill:
College Degree
Previous contact center experience
Position Description:
Handle incoming phone calls regarding various service inquiries.
Respond with a high degree of accuracy and efficiency while meeting department performance metrics.
Support functional areas including cash management products and services, online (client website) and mobile app support, and general account or financial-related inquiries.
Maintain a high level of professionalism, career-driven attitude, and commitment to World-Class Service.
Contribute in a fast-paced, team-oriented environment.
Demonstrate the ability to multi-task and adjust quickly to changes in a busy service center.
Customer Service Expert
Customer Service Specialist Job In Salt Lake City, UT
Benefits:
Employee discounts
Flexible schedule
Training & development
At Palm Beach Tan "clean" is our middle name. In order to live up to that name, we are looking for outgoing, energetic individuals who LOVE to clean. This person will be responsible for various cleaning duties throughout the salon.
Responsibilities
Maintains salon cleanliness
Sanitizing equipment after each use
Mopping, dusting, laundry, sanitizing tanning beds, floors, bathrooms
Setting up tanning rooms for next customer according to Palm Beach Tan standards
Assisting customers as needed
Qualifications
Must be at least 18 years of age
Reliable transportation, and flexibility including nights and weekends
Attention to detail
Ability to stand, bed, walk for up to 7 hours per day
We offer a flexible work environment, free tanning and product discounts.
LST Utah, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
Customer Service - TurboTax Product - NO Tax Experience Necessary!
Customer Service Specialist Job In Kearns, UT
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Customer Service Representative
Customer Service Specialist Job In South Jordan, UT
Our client - a Fortune 100 investment firm in South Jordan, UT - is looking for Customer Support Representative with a strong interest in investment banking company to interview and start immediately!
Duration: 6 months - 12 months (hybrid after 6 months)
Pay range: $19.17 /hour - $21.99 /hour
Position: Customer Support/Account Representative
Responsibilities:
Engage with internal clients through both inbound and outbound phone calls.
Provide initial and ongoing support during account opening and throughout the account lifecycle.
Deliver exceptional service to internal clients.
Establish relationships with internal clients and provide solutions adhering to internal policies and procedures.
Address issues promptly and effectively.
Maintain success in a changing environment.
Required Skills:
Willingness to work in a phone-based internal client interaction environment.
Strong verbal and written communication skills with individuals at all levels, internally and externally.
Demonstrate confidence when providing solutions to internal clients.
Exceptional critical thinking skills.
Problem-solving ability, personal accountability, ownership, and professionalism.
Quick learner with the ability to apply knowledge.
Application of concepts to real-life situations.
Teamwork and ability to work independently.
Proficiency in MS Office tools including Outlook, Excel, Word, and PowerPoint.
Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
Member Service Representative
Customer Service Specialist Job In South Jordan, UT
DUTIES and RESPONSIBILITIES:
• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• Provide world class customer service to both internal and external clients in all interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Leverage systems and ensure all case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
• Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Ability to efficiently handle a high volume of requests in a fast paced environment
• Strong computer skills including Microsoft Suite
• Basic knowledge of E*TRADE from systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.