Customer Service Representative Jobs At GC Services Limited Partnership

Innovate to solve the world's most important challenges As a Sr Customer Support Specialist here at Honeywell, you will play a crucial role in providing technical support and guidance to our customers. Your expertise and guidance will be instrumental in managing a team of support specialists, collaborating with cross-functional teams, and developing processes to improve facilitation efficiency and effectiveness. You will report directly to our Technical Support Manager, and you'll work out of our Mason, OH location on an on-site work schedule. In this role, you will impact the successful completion of projects, enhance efficiency, and contribute to the continuous improvement of processes. KEY RESPONSIBILITIES Provide technical support and guidance to customers Support parts team handling customer calls to research parts, quality defects for parts and set up shipping and returns. Work with cross-functional teams to address technical demand and resolve issues Develop and implement processes and procedures to improve facilitation efficiency and effectiveness BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. YOU MUST HAVE 3+ years of experience in customer support experience Experience with researching answers to assist customers, setting up shipping and returns of parts/products. Strong problem-solving and decision-making skills Excellent communication and people-oriented skills WE VALUE Associate's or Bachelor's degree in Engineering or a related field Experience in aftermarket parts Strong management and team management skills Ability to prioritize and manage multiple projects and tasks Customer-focused mindset and ability to build strong relationships Continuous improvement mindset and ability to drive process enhancements ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here Additional Information JOB ID: HRD260522 Category: Customer Experience Location: 7901 Innovation Way,Mason,Ohio,45040,United States Customer Experience (GLOBAL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

$500 Sign-On Bonus!! Pay Rate: $17.50/hr. based on experience, plus monthly bonus ($0- 300) after 90 days. Hours: Monday - Friday 10:00am-6:30pm Who is Hospital Referral Services? No one wakes up in the morning and says, "Today I want to go to the hospital". We are here to help when the unexpected happens. Hospital Referral Services on-sites screen and help patient's bedside to see what assistance programs the uninsured or underinsured may be eligible to receive. HRS's team of experts helps guide patients through the Medicaid process so the patient can focus on recovery. Hospital Referral Services has an opening for an Onsite Medicaid Screening Representative. We are looking for a self-motivated professional to add to our growing team. If helping people is something you enjoy, this may be the right job for you. Our employees voted us Top Workplaces 3 years in a row! The Onsite Medicaid Eligibility Representative will be responsible for: Review the hospital work queue or census to identify uninsured patients that are admitted to the Emergency Room. Screen/Interview patient's bedside in hospital setting to determine possible eligibility for any assistance programs available including Medicaid and charities. High volume of walking and standing. (70% - 80% of your shift) The Onsite Medicaid Screening Representative will complete applications for Medicaid benefits and charity programs as needed. Maintain a positive working relationship with co-workers, hospital staff, and patients. Abide by HIPAA rules and regulations to protect patient's privacy. The Onsite Medicaid Screening Representative will meet production goals and objectives as assigned by hospital and management on a monthly basis. Maintain confidentiality of account information at all times. PM21 Requirements: Requirements for the Onsite Medicaid Screening Representative: Previous customer service experience preferred. Must have basic computer skills. Must be able to multitask and type minimum 40 WPM Must have reliable transportation. Good attendance and dependability are essential. Successful completion of drug and background test is required. Annual Flu shots and TB testing is required The Onsite Medicaid Screening Representative must have availability to work holidays if they fall during regular shift. Please apply at: revenuegroup.com/careers EEO Statement: We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws. PM21 Compensation details: 17.5-17.5 Hourly Wage PI8dca2564fb44-26***********6

The Customer Care Representative is responsible for handling inbound phone inquiries. It represents the organization in a personable and professional manner when assisting client's customers with their service inquiries. Responsibilities include: Handle inbound calls and email service inquiries on queries such as: o Process & status of Estimate or Supplement o Payment Status - Rental, Tow & Property Damage o Payment issuance o Analyze Payments - Void and Reissue requests o Status of Estimates, send copy, advise assignment submission instructions o Status on deductible o Status on Rental o Advise status on Total Loss o Collaborate with other operation departments to complete customer requests as needed to provide a first call resolution and positive customer experience. o Consistently meet and exceed goals relating to quality, productivity and net promoter score metrics o Work in a fast pace, structured environment Salary: $33,000 - $36,000 per year #LI-SS3

Responsibilities include: Handle inbound calls and email service inquiries on queries such as: o Process & status of Estimate or Supplement o Payment Status - Rental, Tow & Property Damage o Payment issuance o Analyze Payments - Void and Reissue requests o Status of Estimates, send copy, advise assignment submission instructions o Status on deductible o Status on Rental o Advise status on Total Loss o Collaborate with other operation departments to complete customer requests as needed to o o provide a first call resolution and positive customer experience. o Consistently meet and exceed goals relating to quality, productivity and net promoter score metrics o Work in a fast pace, structured environment Salary: $33,000 - $36,000 per year #LI-SS3

$500 SIGN ON BONUS!!! Hours: Monday- Friday, 8:00am- 4:30pm Who is Hospital Referral Services? Hospital Referral Services has an opening in the Akron/Barberton area, and we are looking for self-motivated professionals to add to our growing team. If helping people is something you enjoy, this may be the right job for you. No one wakes up in the morning and says, "Today I want to go to the hospital". We are here to help when the unexpected has happened. Hospital Referral Services on-sites screen and help patients' bedside to see what assistance programs the uninsured or underinsured may be eligible to receive. HRS's team of experts helps guide patients through the Medicaid process so the patient can focus on recovery. Our employees voted us Top Workplaces 3 years in a row! The Onsite Medicaid Eligibility Representative will be responsible for: Reviewing the hospital work queue or census to identify uninsured patients. Screening/Interviewing patient's bedside in an Emergency Room/Hospital setting to determine possible eligibility for any assistance programs available including Medicaid and charity. High volume of walking and standing. (70% - 80% of your shift) Completing applications for Medicaid benefits and charity programs as needed. Maintaining a positive working relationship with co-workers, hospital staff and patients. Abiding by HIPAA rules and regulations to protect patients' privacy. Meeting production goals and objectives as assigned by hospital and management on a monthly basis. Maintaining confidentiality of account information at all times. PM21 Requirements: Work Requirements: Previous customer service experience preferred. Must have basic computer skills. Must be able to multitask and type minimum 30 WPM Must have reliable transportation. Good attendance and dependability is essential. Successful completion of drug and background test required. Annual Flu shots, COVID 19 Vaccine and TB testing required. Our Benefits: 100% Paid Training 401(k) matching Paid Time off (PTO) - Up to 10 days your first year! 8 Paid Holidays - Including your birthday! Referral Program Employee Assistance Program (EAP) Growth & Continued Training Dental & Vision insurance Health insurance (including Long & Short-Term Disability) Life insurance (Company Paid) EEO Statement: We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws. PM21 Compensation details: 16-16 Hourly Wage PI73ad54c7f544-26***********8

0 to 2 years of experience in any contact centre or administrative task. Customer service skills with good written and verbal communication skills (role requires email/fax/phone based communication) Ability to handle Inbound calls/emails as part of daily production To have good data entry skills To have good system skills in Excel, Word and Outlook to ensure clearance of high volumes Expertise in Auto Claims area will be an advantage Salary:: $32,000 - $35000 a year

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Team-Sponsored Launch Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in the Team- Sponsored Launch model will obtain the necessary licenses. These licenses include: Resident state Life, Health and Annuity Securities Industry Essentials Series 6/63 or 7/66 (7/63 and 65). After completing licensing, participants may enroll in a comprehensive training program. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement. Building a strong personal network through local nonprofits, churches, and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent, and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Compensation and Benefits Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits: Medical, dental and vision insurance. Disability, accidental death and dismemberment insurance. 401(k) and pension opportunities. Access to unique tools to engage clients in their community to make a real impact. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service covera ge for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHO WE ARE The Champion Company, we are a family owned company that has served clients worldwide while supporting local communities for over 130 years. Our success is built on strong relationships, shared prosperity, and a commitment to innovation. As we move forward, we remain guided by our Core Values, ensuring continued growth and excellence. WHAT WE DO We provide our funeral home partners with innovative, safer, and effective solutions. We take pride in being "The Embalming Solutions Experts," delivering exceptional service and expertise to our customers. WHO YOU ARE We are looking for a highly motivated and results-driven sales professional who thrives in a fast-paced environment. The ideal candidate is enthusiastic about achieving top sales performance and contributing to a collaborative, customer-focused team. You must be comfortable making outbound calls, building strong relationships, and closing profitable sales. This is a hybrid position (2 days in-office, 3 days remote). Primary Responsibilities: Manage and grow existing customer accounts through proactive outreach via phone, email, and other communication channels. Handle incoming calls, process orders, upsell relevant products, and provide expert technical support. Accurately prepare and submit orders for processing while maintaining CRM updates. Identify customer needs and buying trends to recommend tailored solutions. Provide insights and sales reports to management for strategic decision-making. Maintain strong product knowledge by attending industry workshops, reviewing professional materials, and leveraging ongoing sales training. Establish and maintain a friendly, professional, and service-oriented rapport with customers. Achieve and exceed daily sales performance goals, including call volume and order targets. Set personal sales goals and track performance, reporting results to the sales manager. Qualifications: Associate Degree or 1-3 years of sales experience with a proven record of success. High school diploma or equivalent required. Ability to sell based on value, not just price. Strong questioning techniques to uncover customer needs, budgets, and decision-making processes. A team-oriented mindset aligned with our Core Values of collaboration, integrity, and excellence. Exceptional communication skills (written and verbal), organization, attention to detail, and time management. Ability to multitask, prioritize, and adapt in a dynamic work environment. Proficient in Microsoft Office Suite; experience with CRM systems (such as PLEX) is a plus. Strong problem-solving and analytical skills, with the ability to navigate and resolve challenges effectively. Preferred: Experience with Sandler Training or knowledge of the funeral industry. Why Join Us? Hybrid work environment Opportunity to be part of an industry-leading company with a strong reputation. Ongoing training and professional development to support your career growth. A collaborative and supportive team culture that values innovation and customer service. If you are ready to make an impact, drive sales success, and grow with us, we encourage you to apply!

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

We offer a 100% remote life insurance agent position that allows you to work from the comfort of your home, providing flexibility and the opportunity to build a fulfilling career. This position is perfect for self-driven individuals seeking a dynamic and rewarding career in the insurance industry. We are looking for a motivated, results-driven sales representative to actively engage with prospective clients. In this role, you will offer tailored insurance solutions that align with each client's needs, helping to increase customer acquisition and profitability. You will work independently, with the benefit of continuous support, training, and mentorship from top performers within the company. Key Responsibilities Prospecting & Lead Generation: Leverage our unique platform to target potential clients who have already expressed interest in life insurance products, allowing you to focus on closing sales rather than generating leads. Client Interaction: Present and promote products based on in-depth needs assessments, helping clients make informed decisions about their financial goals and insurance needs. Relationship Building: Cultivate long-term client relationships, providing ongoing support and regular follow-ups to ensure client satisfaction and retention. Ongoing Training: Participate in daily live coaching sessions to enhance your skills and benefit from the expertise of top virtual sales reps to accelerate your learning and growth. Sales Reporting: Use advanced technology to maintain accurate, up-to-date records of client interactions, sales progress, and goal achievements. Compliance & Ethics: Ensure all sales activities comply with regulatory requirements and company policies, maintaining confidentiality and upholding the highest ethical standards. Qualifications Self-motivated with a strong drive to achieve results and the ability to work independently. Excellent communication and interpersonal skills to build rapport and establish trust with clients. Strong organizational and time management skills to prioritize tasks effectively. Ability to provide solutions that address client concerns and meet their budgetary needs. Relationship management skills and a willingness to accept feedback to continuously improve. Previous industry experience is a plus, but not required. A life insurance license or the ability to obtain one. We will assist you in acquiring your license if needed. Benefits Competitive Compensation: Attractive commission and bonus structure, one of the most competitive in the industry. Comprehensive Training: Access to live daily calls, a dedicated training website, and mentorship from top producers. Supportive Environment: A positive and rewarding culture that promotes professional development and career growth. Advancement Opportunities: Potential for career growth within the company, including building and leading your own team of motivated individuals. Compensation Earnings range based on the performance of average reps in the market. Performance-based bonuses, paid monthly. Residual income, paid annually on the anniversary of each client's policy.

InteLogix is seeking a Customer Service Representative to join our organization, remote. In this role, you will be the first point of contact for our customers, providing assistance, resolving issues, and ensuring a positive experience. The ideal candidate will have excellent communication skills, problem solving abilities and a customer-focused mindset. Who we are: At InteLogix, we know that with the right support, people and clients have the power to progress in incredible ways. For over 65 years, InteLogix has been trusted by a diverse portfolio of clients to provide a full suite of contact center solutions. With over 7,000 employees throughout the Americas and the Philippines, we make lives better; we engage, listen, and resolve consumer concerns and obligations with empathy and innovation. What's the role about? If you like to solve problems and interact with people from across the country, or maybe just a few towns over, this is the career for you! In this role, you will be a creative problem solver, results oriented, and empathetic customer partner that connects, navigates, influences, and provides solutions. Are you energetic, enthusiastic with an engaging personality? Are you driven to deliver effective results while providing excellent customer service? Do you have extraordinary communication skills? What's in it for YOU? Paid Training Medical, Dental, and Vision Insurance Paid Time Off Employee Discounts Full-time, non-seasonal Career Advancement Early access to earned wages via PayActiv Access up to 50% of earned wages (capped at $500 per pay period) Salary Range: Up to $16.00/hour, pay is determined by scope of responsibility within the role, your experience, location and other job related factors Responsibilities Serve as the primary point of contact for customers via phone Provide exceptional customer service by addressing inquiries, resolving complaints and guiding customers through solutions Maintain a thorough understanding of products, services and policies to effectively assist customers Accurately document customer interactions and transactions across all tools/platforms Collaborate with other departments to resolve customer issues and escalate complex problems as necessary Strive to exceed customer satisfaction goals and performance metrics Continuously seek opportunities to improve the customer experience and streamline processes Stay updated on product knowledge and industry trends to better assist customers Ability to work within the defined hours of operation with flexibility needed on weekends and holidays Qualifications What We Look for in a Candidate: Must be 18 years of age or older High School Diploma or equivalent Ability to remain engaged on the phone throughout the entirety of your shift with minimal to no distractions Possess computer/technology savvy with the ability to smoothly operate multiple windows and tabs, while simultaneously providing Best-In-Class Customer Experience speaking to customers over the phone Typing Assessment required Superb attendance, so you can be there when our customers need us All job offers are contingent upon completion of drug screen and background check. Not ready to apply? Connect with us to send some basic contact information to our recruiters.