Customer Support Representative Jobs in Sterling, VA

This role is responsible for developing and maintaining positive customer relations and coordinates with various functions within the company to ensure customer requests are handled appropriately and in a timely manner. Primary point of contact for SIMCO customers for scheduling and processing equipment for calibration and/or repair service. Works on assignments that are complex in nature where judgment is required in resolving problems and making routine recommendations. Receives no instructions on routine work, may determine methods and procedures on new assignments. Purchases and expedites orders for repair parts, outside services, and supplies necessary for the operation of the organization. Responsibilities and Duties 1. Serve as an enthusiastic ambassador of SIMCO's Mission in Service. 2. Process customer complaints in the SIMCO online system. 3. Create, process, quote, and approve estimates for in house troubleshooting and outside service. 4. Answer phones and effectively distribute messages to proper personnel. 5. Manage the Delayed Delivery Report (DDR) in an effective and professional manner. 6. Communicate with customers regarding the status of their equipment in a clear and concise fashion. 7. Schedule pick-up request from customers. 8. Create and add customer contact information. 9. Process Work Authorization Forms and credit card payments. 10. Follow up with new customers for feedback on performance and/or recommendations to improve SIMCO services. 11. Make purchase and perform expedites in a timely manner to ensure that required services, parts, and supplies are delivered in the shortest time and at prices consistent with budgetary and quality requirements. Qualifications 1. Basic knowledge of computers and data entry. 2. Able to successfully multi-task and manage time efficiently. 3. Excellent verbal and written communication skills. 4. Ability to train others in CSR functions. 5. Ability to work with minimum supervision. 6. Friendly, courteous, and professional. 7. AA Degree or equivalent. 8. At least 3-year Customer Service experience Physical Demands Requires sitting for extended periods of time. Must be capable of lifting 45 lbs without assistance. Occasional standing and bending are required as is repetitive computer work. Working Environment Work primarily in office, lab environment, and/or in shipping and receiving area. Travel may be required to other domestic and possibly international locations What we offer: 1. Full-time, non-exempt position 2. Excellent benefits package Employer paid medical, dental, vision, disability, life insurance, retirement plan, employee funded pre-tax health and tuition reimbursement 3. Paid time off with vacation, sick and holiday leave SIMCO provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SIMCO complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training. About Us: SIMCO Electronics is the leading provider of calibration and software services for test and measurement instruments used in technology organizations. To learn more about SIMCO Electronics visit our home page: *********************

The National Certification Commission for Acupuncture and Oriental Medicine (NCCAOM) is a non-profit 501(c)(6) organization established in 1982. The NCCAOM is the only national organization that validates entry-level competency in the practice of acupuncture and Oriental medicine (AOM) through professional certification. NCCAOM certification or a passing score on the NCCAOM certification examinations are documentation of competency for licensure as an acupuncturist by 46 states plus the District of Columbia which represents 98% of the states that regulate acupuncture. All NCCAOM certification programs are currently accredited by the National Commission for Certification Agencies (NCCA). All NCCAOM Certification Programs carry the NCCA seal. Role Description Job Summary: The Customer Relations Coordinator is responsible for managing and enhancing customer relationships by serving as the primary point of contact for phone and email inquiries, complaints, and feedback. This role assists customers through the NCCAOM certification and recertification application process, ensuring exceptional customer service, effective communication, and a seamless experience. Additionally, the coordinator collaborates with internal teams to resolve issues and drive customer satisfaction. The ideal candidate should have experience working in a certification or credentialing environment and a solid understanding of certification versus state licensure. At a minimum, they must have experience in a fast-paced setting, serving customers, processing applications, and maintaining accurate records. Customer Support: · Respond promptly to customer inquiries via phone, email, chat, or other communication channels. · Address and resolve customer complaints in a timely and professional manner. · Provide detailed and accurate information about certification, recertification, or other processes. Relationship Management: · Build and maintain strong, long-lasting relationships with applicants and certified Diplomates. · Actively gather and analyze customer feedback to identify trends and areas for improvement. · Ensure customer satisfaction through regular follow-ups and proactive communication. Collaboration: · Work closely with departments to address applicants/Diplomate/PDA Provider needs. · Escalate unresolved issues to appropriate departments and follow through until resolution. · Assist in the development of customer service procedures, policies, and standards. · Assist with the preparation of conference exhibiting materials. Data and Reporting: · Maintain accurate constituent records and document interactions in Zendesk and CRM systems. · Process certification applications for applicants from ACAOM-accredited programs, matching the documents received, and checking ADA and legal status. · Approve applicants to sit for NCCAOM exams through a third-party exam administration vendor. · Assist customers with certification/exam verifications through state medical/acupuncture boards. · Process recertification applications, auditing professional development coursework and activities, updating personal information, and contacting diplomates regarding any outstanding requirements. · Identify opportunities for process improvements and contribute to strategy development. Performance Expectations for All Staff: · Respect the confidentiality of information learned through employment with the NCCAOM. · Perform job responsibilities in compliance with the policies and procedures contained in the NCCAOM Employee Handbook. · Communicate with stakeholders through email or on the telephone, as needed. · Participate in-office staff meetings. · Annually read, review, and provide input into the job description and associated training task list during the annual performance development review. · Assist with maintaining and developing departmental policies and procedures. · Implement all policies and procedures of the organization in compliance with the internal management system. · Perform job responsibilities in accordance with NCCA requirements. · Follow all NCCAOM security policies and procedures. · Maintain a professional, courteous, and respectful attitude toward fellow employees. · Support other department activities. · Maintain a courteous and respectful attitude toward applicants, Diplomates, NCCAOM Board members, or other members of the public. · Promote positive public relations for the NCCAOM. · Perform all tasks safely and responsibly. Required Skills/Abilities: · Excellent verbal and written communication skills. · Ability to ensure excellent customer service skills. · Must exhibit a high attention to detail and the ability to remain efficient and organized at all times. · Excellent time management skills with a proven ability to meet deadlines while managing several assignments. · Strong analytical and problem-solving skills. · Ability to function well in a high-paced and at times stressful environment. · Proficient with Microsoft Office Suite or related software. Education and Experience: · Bachelor's degree in Business Administration, Communications, or a related field preferred. · 2+ years of related experience, preferably in a certification or credentialing environment. · Familiarity with CRM tools and customer service software is a must. · Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is a must. Key Competencies: · Empathy and patience in dealing with diverse customer needs. · Attention to detail to ensure accurate documentation and communication. · Team-oriented mindset with the ability to collaborate effectively. Working Conditions: This is a regular full-time position with working hours from 8/10 a.m. - 4/6 p.m. Monday-Friday. Extended hours may be required during deadline periods or before special external events. Requires frequent sitting, repetitive wrist, hand, and finger movements. Occasional lifting of objects less than 20 pounds.

Note: All communications with candidates will be kept strictly confidential. What to expect: As a Customer Service Specialist, you will manage customer interactions, provide guidance on products and services available, and collaborate with internal teams to deliver exemplary customer experiences. If you are excited to work closely with customers, passionate about customer satisfaction, and are ready to make an impact, we want to hear from you! Pay Rate: $24.00 - $27.00 / Hour Job Type: Full-time Work Location: Laurel, Maryland What you will get to do: Serve as the primary contact to assist customers over the phone, in person, and via email with a high volume of customer contacts in peak season Become knowledgeable in the company's services and products to work confidently and consistently with customers on what best fits their needs Engage customers with an enthusiastic, interested, courteous, and professional demeanor. Collaborate effectively with internal teams and coworkers to address inquiries and concerns in a timely manner Effectively resolve customer issues while also considering the company's policies, profitability, and overall business objectives. You will bring these qualifications: Experience Level: Mid-Level Education: High School Diploma or Equivalent is required Customer-focused with previous experience delivering top-notch customer service, and passionate about helping people. Exceptional problem-solving, interpersonal, and professional verbal and written communication skills. Adaptability and flexibility with a sense of urgency and the ability to thrive in a fast-paced and changing working environment Proven computer skills with Microsoft Office experience. ERP, CRM experience is preferred. Shift & Schedule: Monday - Friday, 8:00 am - 4:30 pm About QSS: Candidates rely on us for career matching, coaching, and skilled training. Clients know they can count on us to provide their business with a top-notch, customized workforce. We help talented and driven individuals find opportunities that are right for both the individual and client. Quality Staffing Services has served the community with the mission to help great people find great jobs since 1995. Quality Staffing Services has three Maryland offices: Cambridge, Easton, and Salisbury to service clients and candidates across the entire Delmarva Peninsula (Delaware, Maryland, and Virginia).

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, MD. To view other open roles, visit jobs.lead-advisor.com The Client Service/Associate Advisor is responsible for assisting Lead Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills. This role will also grow into an Associate Advisor role as the employee gains experience with our company and client base. Core Responsibilities · Work with advisors to research, implement, and manage client investment accounts. · Provide exceptional client service by assisting with insurance policy or investment account service requests. · Facilitate the execution of client service schedule by meetings in accordance with the client's segmentation. · Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting. · Maintain exceptional CRM records in accordance with company's CRM guidelines and procedures. Qualifications Required o Bachelor's degree in business administration, accounting, or finance or equivalent work experience. o Obtain Series 6 or 7 in the first or second year. o Experience working with Microsoft Excel Preferred o 1-3 years in the wealth management or investment management industry. o Series 6 or 7 in the first year. Key Characteristics · Excellent verbal and written communication and interpersonal skills. · Excellent organizational skills and attention to detail. · Strong desire for personal and professional growth. · Approachable, respectful, and inclusive communication. · Ability to give and receive constructive feedback. · Ability to maintain confidentiality. · Proficient in Microsoft Office Suite or related software. · Proficient in CRM or related software. Location: In Rockville office Salary: 75-95k

Job Title: Client Success Associate Position Type: Full Time Visualis is a creative and marketing agency specializing in branding, digital marketing, content strategy, and web development. We partner with brands to build impactful creative strategies and drive meaningful engagement. We are looking for a Client Success Associate (CSA) to support client relationships, assist in project coordination, and ensure smooth communication between clients and internal teams. This role is ideal for someone highly organized, proactive, and passionate about delivering exceptional client experiences in a creative agency environment. Key Responsibilities Client Support & Relationship Management: Act as the first point of contact for client inquiries, ensuring timely and professional responses. Support Client Success Managers in maintaining strong client relationships through regular check-ins and status updates. Assist in setting clear expectations with clients regarding project timelines, deliverables, and objectives. Help resolve client concerns promptly and escalate complex issues when necessary. Project Coordination & Execution: Assist in managing timelines, deliverables, and workflows across creative, marketing, and development teams. Track project progress to ensure deadlines are met and expectations are aligned. Help prepare client reports, presentations, and campaign performance updates. Collaborate with internal teams to maintain smooth execution of projects, from branding and design to digital marketing campaigns. Internal Collaboration & Process Improvement: Work closely with the marketing, creative, and development teams to ensure client objectives are met. Assist in implementing and maintaining Visualis' Airtable workflow for efficient project tracking. Gather client feedback and contribute to improving processes, ensuring a streamlined client experience. Support the integration of tools like HubSpot, Jira, or other marketing automation platforms for efficient workflow management. Data & Performance Monitoring: Monitor client campaign performance, gathering insights and recommendations for improvement. Maintain accurate records of client interactions, deliverables, and key performance indicators. Qualifications Required Experience: 3+ years of experience in client success, account coordination, or project management within a marketing, creative, or digital agency. Exposure to digital marketing, branding, content strategy, or web development is a plus. Excellent project management and problem-solving skills to optimize workflows across multiple teams. Skills & Competencies: Strong communication skills with the ability to maintain professional and positive client relationships. Highly organized and able to track multiple projects while prioritizing tasks effectively. Detail-oriented with a focus on accuracy in reporting and project execution. Proactive, adaptable, and comfortable working in a fast-paced, dynamic environment. Familiarity with project management tools such as Airtable, Asana, Jira, Trello, or HubSpot is a plus. Preferred Experience: Background in marketing, advertising, or creative industries. Understanding of SEO, social media marketing, content marketing, and paid media. Experience using CRM tools like HubSpot for client communication and reporting.

Client Service Operations Associate Multibillion Independent Wealth Management Firm Fairfax County, VA Established and growing 2B+ Independent RIA in Fairfax County, VA serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Provide excellent advisory operations workflow support Participate in a dynamic and positive team environment Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency Career track within the firm Competitive compensation package including benefits and bonuses Hybrid work schedule Requirements Bachelor's Degree 2+ years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firm Track record of professionalism, adaptability, attention to detail, and time management Experience with Custodial, CRM, and Portfolio Management systems preferred

JOOLA is for looking for an experienced Customer Service Representative with a passion for growth and interest in pickleball and table tennis! JOOLA was first established in 1952 and built a global reputation as a pioneer in table tennis. In 2022, JOOLA expanded into the rapidly growing pickleball scene and quickly attracted the biggest names in the sport. As an official table tennis sponsor for three Summer Olympic Games and the official sponsor of pickleball's top athletes and the Professional Pickleball Association (PPA), the team at JOOLA combines its storied expertise with fresh perspectives to bring innovation to both sports. JOOLA creates a variety of equipment, apparel, and accessories for both table tennis and pickleball players, professional and recreational. With offices in US, Germany, Brazil, and China, JOOLA has a global presence and wide distributor network. We are seeking a dynamic and results-driven Executive Sales Representative to join our team. The Sales Representative will be responsible for driving and cultivating new business opportunities in the pickleball space, as well as maintaining relationships with existing clients. Responsibilities: Answering calls and emails from customers immediately Clarifying issues Determining the cause of the problems Expediting the corrections or adjustments Following up to ensure resolution Document all case activity using the case management system Record all customer interactions into case management system Follow up daily with all open cases to reduce aging of open cases Ensure speedy closure of customer cases Communicate withe the Customer Service and sales team on order fulfillment and issues Escalate products with high warranty claim issues to the Customer Service Supervisor Requirements: Minimum education requirement: Associate's degree 2-3 years of professional work experience; Consumer products industry preferred Effective leadership, interpersonal, and problem-solving skills Strong organization and communication (verbal and written) skills Ability to work well independently and as part of a team Ability to learn quickly, and take initiative in a fast-paced environment

A DC Law Firm is seeking a Client Services Specialist. The Front of House Client Services Assistant will execute all activities in Reception and Conference Services for the DC office. They will act as an on-site concierge to the DC office, providing high level customized service to meet the distinct needs of both internal and external clients. They are a firm ambassador representing the brand, it's culture and values. The Client Services Assistant is first point of contact for visitors and employees upon entering our suite. Responsibilities include greeting clients, management of incoming calls and oversight of the conference space. This requires collaborating with A/V Support and business teams/staff (Catering, Facilities, Office Services and IT) as meetings and events are scheduled. Front of House fulfills visitor office requests, processes vendor invoices, composes office-wide announcements related to local happenings, coordinates logistics for office events or projects and provides after hours support for social functions and receptions. This role will provide on-site front desk coverage from Monday through Friday, from 8:30am - 5:00pm. Status: Direct Hire Salary: $50-64K DOE Duties and Responsibilities: Front of House Functions Greets and assists onsite guests with a positive, helpful attitude, providing them with a professional welcome, going above and beyond on their service approach. Monitors the Front of House mailbox and responds promptly to emails; works directly with the Senior Manager, Operations and Office Operations Specialist to ensure needs are anticipated, communicated and handled promptly and efficiently. Manages conference room bookings using Condeco, the conference room reservation software, and ensures that all aspects of conference room reservations are completed, (and adjusted as needed), with relevant and accurate information to facilitate successful meetings. Coordinates planning of all conference room services related to office meetings and events, including coordination with Catering, IT and other departments. Monitors conference rooms to ensure cleanliness, preparedness, and timeliness of room set ups, food services and audio/visual services, ensuring supplies are restocked and replenished. Adds guest names to building security to allow entry, updates visitor keycard information in security software. Handles calls, screening and directing calls to the appropriate persons. Proactive management of emails, using initiative to route emails to the appropriate individuals for swift response and action, ensuring that tasks are followed up. Works collaboratively with Building Management to schedule office repairs, temperature adjustments, place vendors on the visitor list. Set up visitor offices, change office nameplates, and assist with visitor requests such as booking restaurants, cars, etc. Ensures all departmental forms and logs are completed accurately and thoroughly. Assists with challenges when they arise and, when necessary, escalates to Management. Assists Senior Manager, Operations and Office Operations Specialist with miscellaneous and last-minute projects. Perform other duties as assigned. Office Administration Functions Handles restroom amenity supply procedures and ensures firm purchasing standards are followed, including sufficient inventory control and cost-effective purchases. Coordinates officewide activities and events in an effort to promote a positive work environment. Coordinates with office-related vendors. Processes invoices for car services, etc. Audio Visual Support Assists in booking virtual or in office Teams, Webex, and Zoom meetings for internal and external clients. Performs tests in advance of scheduled meetings. Provides technical support for teleconferences and webinars. All Client assistants are trained in basic AV support. Back of House Function Client meetings assistance such as copying/scanning/faxing, client interaction and team support. Assist with set up and breakdown of food and beverages in conference rooms as needed. Cleaning and disinfection of conference rooms after meetings have concluded. Sends, receives, and processes faxes by scanning them; makes sure they are delivered to recipients in timely fashion. Double-checks to whom faxes are to be sent -- for example, for some recipients, their faxes should always also be sent to their secretary and/or paralegal. Handles attorney and professional staff inquiries and requests requiring the assistance and services of the Office Services Department. Job Requirements: Minimum of 3-5 years of law firm or hospitality experience Bachelor's degree preferred, but not necessary Strong working knowledge of MS Office 365 including Word, Excel, PowerPoint and Outlook with the ability to learn new software and operating systems Flexibility to adjust hours and work the hours necessary to meet operating and business needs including the ability to work overtime Display strong organization skills and flexibility to juggle multiple demands Demonstrate strong attention to detail and produce high quality / accurate work Demonstrates exceptional customer service skills Demonstrates effective interpersonal and communication skills, both verbally and in writing Ability to handle multiple projects and shifting priorities, and prioritize work, working with a sense of urgency Ability to handle sensitive matters and maintain confidentiality Ability to proactively resolve issues and demonstrate a high level of client service Ability to work well under pressure, and maintain composure, meeting deadlines and adapting to change Ability to work well independently as well as effectively within a team Show a proactive approach to tasks and situations Build successful relationships with fee earners and business professionals Ability to work on-site 5 days per week How To Apply: Please respond with your resume for consideration. We welcome all candidates that meet the REQUIRED qualifications with recent relevant experience. Palmer Legal Staffing is an equal opportunity employer. About Us: Palmer is an award winning staffing agency offering direct hire, temp-to-hire, and temporary placements for administrative, management, executive, legal and more. We represent more than 500 of the finest law firms and legal departments in the D.C. area. Palmer Google Reviews = 4.8 stars, visit online to see what other Palmer candidates have to say about us. You are more than just a “number”! Visit www.plsdc.com and view our job board, contact a recruiter, link to our Facebook and LinkedIn pages.

A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment. Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization. Key Responsibilities: Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies. Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues. Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements. Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests. Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions. System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues. Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy. Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Experience: Minimum of 2 year of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment. Series 7 & 63 certifications are a plus. Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus. Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness. Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services. View the full list of our open positions here: Main Line Search Job Openings

We have an exciting opportunity for a Customs Specialist to join our clients team based near Dulles International Airport. The Customs Specialist ensures compliance with customs regulations and government requirements for inbound shipments, providing excellent customer service and resolving issues to ensure timely customs clearance. Key Responsibilities: Process customs entries and coordinate with relevant government agencies. Meet service level requirements according to client SOPs. Submit entries in line with client SOPs and regulatory requirements. Prioritize tasks based on ETA, product service level, and transportation mode. Classify entries per client SOPs and collaborate with customs brokers. Enter shipment and customs data into the system. Resolve issues proactively with government agencies and customs authorities. Qualifications: Ability to work independently and manage multiple priorities. Strong communication skills and attention to detail. Familiarity with customs regulations and government agencies (FDA, FCC, USDA, FWS, etc.). Excellent customer service skills. Computer Skills: Proficient in Microsoft and CargoWise preferred Education & Experience: High School Diploma or equivalent required. 3-5 years of experience as an Entry Writer. Onsite Salary - $55-65K negotiable DOE

The Member Services Receptionist is responsible for assisting members, potential members and other employees with their questions and requests while maintaining the front desk. They need to understand and be able to explain basic Share, Loan, Mortgage and Visa related products and services, responds to problems, processes member's requests received in person, as well as via web, e-mail, fax, online/mobile banking, or mail and processes death claims, POA, and trust accounts. This role does not have remote work capabilities. Responsibilities Maintains front desk and assists members in person and assist as needed on Member Services queue calls with Share, Loan, Mortgage and Visa related products and services, including but not limited to chapter accounts' inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, check disbursal, answers basic loan/mortgage/Visa questions, processes Visa card capture/reissues requests, travel notes, basic fraud/dispute questions, Apple Pay/Google Pay Token requests, Stop Payments, and ACH dispute process information. May handle cash transactions. Completes daily work folder requests. Scans account related documents. Assures that appropriate records are maintained. Processes death claims, power of attorney (POS) trust accounts, account update forms, verification of deposits, certificate disclosures, change of address/contact, Skip-A-Pay/Extension requests, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail. Backs up the Poster when needed. Provide friendly, prompt, accurate and high quality service and support to all members and associates. Proactively seek opportunities to cross sell products and services for the betterment of our members. Ensure member's request get updated and scanned into the system on a daily basis. Ensure cash drawer and checks are balance on a daily basis if applicable. Qualifications One year to three years of similar or related experience. A high school education or GED. Excellent verbal and written communication skills Proficient in MS Word, Excel, and Outlook. Detail Oriented and good with numbers.

Seeking a Senior Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth and investment management success. As a Senior Wealth Management Client Associate, you will develop client relationships and support Financial Advisors. This is a highly visible role, which is a challenging and rewarding opportunity. **This is an ON-SITE role. Local candidates only; not open to relocation at this time.** Key Responsibilities: Build sustainable relationships and trust with clients. Take ownership of client issues and follow problems through to resolution. Improve client experience to facilitate organic growth of the practice. Successfully manage a high volume of emails, calls, and tasks, including but not limited to establishing client profiles, opening new accounts, tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts. Ensure regulatory compliance is followed. Process Required Minimum Distributions. Develop and maintain a knowledge base of evolving products and services. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field 3+ years' experience in the wealth management industry in a client-facing role. Comprehensive knowledge of the investment industry. Experience with CRM systems. Intermediate to Advanced level skills in MS Excel, Word, and Outlook.

DARCARS Bowieis now seeking Service Advisors! As the Service Advisoryou are responsible for presenting, consulting and selling automotive warranty products and repair services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements and company policy. In addition, you will build rapport with customers to promote customer satisfaction and customer retention. In this role you'll: Greet customers in a timely, friendly manner and obtain pertinent vehicle information Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications Generate and provide customers with a complete and accurate estimate of repair orders Establish and communicate completion time of repair with customer and technician Answer incoming service calls Maintain and schedule service appointments Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and excellent CSI Follow the manufacturer's warranty guidelines and procedures Conduct business with high integrity that maintains the manufacturer Customer Satisfaction Index (CSI) and DARCARS specified goal(s) Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property Must be able to manage in a fast paced work environment with limited supervision Must have great customer service, phone and computer skills Previous automotive Service Advisor experience highly preferred Must be a minimum of eighteen years of age Must have a valid driver's license Must be able to pass pre-employment screening (background) Benefits Competitive pay and opportunities for bonus Insurance: medical, vision, dental Short-term and long-term disability plans Life Insurance 401k PTO and Paid Holidays Employee discounts on vehicle purchases, parts and service repairs Opportunities to join our community service initiatives This job advertisement in no way states or implies that these are the only duties and responsibilities to be performed by this employee. This advertisement is merely a preview of the role in solicitation. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. DARCARS Automotive Group is an Equal Opportunity Employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. #indeedservice Powered by JazzHR E0CutWHXxA

The Customer Care Coordinator II is responsible for answering and processing all emergency-related calls made to the High-Reliability emergency response center. Collaborates with the facility's clinical and security team members to deploy local resources based on the complexity of critical events. In a limited capacity, the CC II will triage calls from program patients who present with emergent healthcare needs. They also serve as secondary support on the patient customer service lines. The CC II must have critical thinking skills, and the capacity to absorb multi-directional instructions and quickly execute said requests. Be able to communicate effectively in person and over multiple written and verbal electronic modalities. In addition, there must be a demonstrated proficiency in Call Center Operations, medical knowledge, and hospital policies and procedures. Job Duties and Responsibilities: Responsible for answering and processing all calls made to the enterprise emergency response line with accuracy. Ability to quickly assess a critical patient or security safety event, implement a response plan, and follow explicit protocols to activate and deploy both medical and public safety response teams at requested by the care site. Collaborates with onsite clinical and security team members to deploy additional resources based on the complexity of critical events; communicates activated critical patient events to various teams in the High-Reliability Operations Center to provide awareness and heighten department posture During a safety event, partner with care site leaders to script out an advisory alert to broadcast over the PA system and then deliver via the Text Alert system to leaders and team members. Triages program patient calls and follows department or clinic workflow and or escalation protocols to notify on-call team members of the patient's emergent healthcare needs. Customer Care Coordinator performs assigned equipment status checks on primary and backup equipment and participates in monthly downtime exercises. Completes checklists. Compiles reportable incidents on a single shift report and distributes reports to the entire team. Provides updates to incoming shifts; assists with coaching and mentoring new team members. Meets department metrics and skill standards by participating in continuous improvement workshops. In the absence of a shift Leader, serves as the first line of support for team members and serves as an escalation point for patient-related concerns on assigned shifts. Other tasks and duties as assigned. Note: Training Schedule - Monday-Friday 8 am - 4:30 pm for the first 6 weeks At least 1 year of healthcare experience, dispatch experience preferred but not required Benefit: Medical, Vision, and Dental Insurance Plans 401k Retirement Fund About the Company: Leading non-profit healthcare provider in Northern Virginia offering a wide range of services to over two million patients annually. Committed to providing world-class care and meeting the evolving needs of the community. Join our team and make a difference. 24-15885: #gttnonit #gttjobs

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc. Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company's Compliance policies Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company's Compliance policies Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company's Compliance policies Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients' needs Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc. Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects Required Education, Professional & Technical Experience Bachelor's Degree or relevant work experience 1-3 Years in Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred Basic understanding of cash flow objectives Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Job Title: Bilingual Client Service Specialist (Part-Time) Hours: Approximately 20 hours per week (with potential for more) Pay Rate: $21.00 - $22.80 per hour We are seeking a detail-oriented and highly organized Bilingual Client Service Specialist to join our team. This part-time role, based in Silver Spring, MD, will support our client services by processing applications, managing communications, and ensuring the confidentiality of client information. The ideal candidate will be fluent in both Spanish and English, with the ability to effectively communicate with diverse clients and assist with their needs. Key Responsibilities: * Process applications and ensure all required signatures are obtained * Follow up on medication refills and communicate with clients regarding their requests * Perform data entry and maintain accurate records * File documents electronically and maintain organized filing systems * Communicate regularly with clients to address inquiries and provide updates * Follow up with pharmaceutical companies regarding client needs and services * Ensure strict confidentiality of all client information in accordance with HIPAA regulations * Provide assistance as needed with various administrative tasks * Must be bilingual in Spanish; English may be used when Spanish is not applicable Requirements: * Bilingual in Spanish and English (Required) * Ability to handle sensitive information with the utmost confidentiality * Strong organizational skills and attention to detail * Proficient in computer skills and data entry * Ability to file electronically and maintain organized records * Must complete HIPAA training upon hiring * Experience in healthcare is a plus, but not required * Knowledge of medications is a plus, but not required * Must be able to sign a confidentiality agreement Additional Information: * This is a part-time role, approximately 20 hours per week, with the potential for additional hours * Hybrid work options may be available * Ideal candidates should be reliable, organized, and proactive in completing tasks All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you. The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Qualifications - Previous experience in LPL Financial system and processing preferred - Strong ability to communicate effectively with clients and internal teams - Collaborative and strategic minded individual - Experience in account management or sales is a plus - Familiarity with Salesforce or similar CRM software is advantageous Responsibilities This is an on-site employment opportunity with offices in Vienna and Leesburg. This role would allow you to support Financial Advisors. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE) Answer phones, schedule appointments, and prepare materials for client meetings Keep client management systems up-to-date with client information Assist with information and documentation requirements for new accounts, transfers, and more Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as a Client Services Associate.

As a Call Center Representative, you will serve as the first point of contact for customers, providing exceptional customer service through phone, email, or chat. You will be responsible for addressing inquiries, resolving complaints, processing orders, and providing information about the company's products and services. Key Responsibilities: Answer incoming calls and respond to customer inquiries efficiently and professionally. Provide accurate information regarding products, services, and policies. Handle and resolve customer complaints in a calm and professional manner. Assist with order placement, cancellations, returns, and other customer requests. Escalate unresolved issues to the appropriate department or supervisor. Document customer interactions, transactions, and follow-up actions. Maintain a high level of customer satisfaction by providing timely responses and support. Meet or exceed performance metrics, such as call handling time and customer satisfaction scores. Stay updated on product and service knowledge to offer the best solutions to customers. Requirements: High school diploma or equivalent; some positions may require post-secondary education. Proven customer service experience, preferably in a call center environment. Strong communication skills, both verbal and written. Proficiency in using call center software and CRM systems. Ability to multitask and handle high call volumes efficiently. Problem-solving skills and attention to detail. Patience and the ability to remain calm under pressure. Flexibility to work shifts, including evenings, weekends, and holidays, as needed. Preferred Skills: Bilingual abilities (if applicable to the customer base). Experience with specific CRM or telephony systems. Prior experience in the same industry (e.g., tech support, healthcare, retail).

The Member Services Representative is responsible for assisting members, potential members and other employees with their questions and requests. He/she needs to understand and be able to explain basic IRA, Share, Loan, Mortgage and Visa related products and services, responds to problems, processes member's requests received via web, e-mail, fax, online/mobile banking, or mail and processes death claims, POA, and trust accounts. Responsibilities Maintains front desk, assists members in person and with Share, Loan, Mortgage and Visa related products and services and basic IRA questions, including but not limited to chapter accounts' inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, check disbursal, answers basic loan/mortgage/Visa questions, processes Visa card capture/reissues requests, travel notes, basic fraud/dispute questions, Apple Pay/Google Pay Token requests, Stop Payments, and ACH dispute process information. Handles cash transactions. Completes daily work folder requests. Scans account related documents. Answers Queue Calls as needed. Assures that appropriate records are maintained. Processes death claims, power of attorney (POS) trust accounts, account update forms, verification of deposits, certificate disclosures, change of address/contact, returned mail and other requests via web, e-mail, fax, online/mobile banking, and mail. Qualifications A high school education or GED. One year to three years of similar or related experience. Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, regarding routine matters for the purpose of giving or obtaining information which may require some discussion. General computer operations, MS Word, Excel, and Outlook. Good diction and the ability to communicate effectively verbally and in writing. Must be detail oriented and good with numbers. Able to operate a 10-key calculator.