Senior Seamer Service Representative
Member Service Representative Job In Philadelphia, PA
Global Fortune 500 packaging manufacturer has an immediate opening for a Seamer Service Technician in the North American Beverage Division. This individual is a key member of the Technical Services Team who supports various customer-filling operations. Position accountabilities include the following:
Act as the key interface between the Company and the customer in trouble-shooting problems associated with the Company's final product and the customer's filling processes.
Support the customer in areas such as equipment audits, rework of the final filled products, overhauls and equipment conversion.
Interact with other members of the Company's Sales Team to develop strategies, resolve problems and implement solutions to support the customer.
Provide double-seaming training for customers.
Requirements for this position would include the following:
High school diploma or equivalent required. Associate degrees or technical school certificate in a mechanical related discipline a plus
Working knowledge of Beverage Can Seamers (specifically Angelus, Pneumatic Scale and Continental)
Working knowledge of Beverage Fillers Equipment (Crown, H&K, Cemco, etc.).
Proven mechanical skills including the ability to use gauges, dial calipers, micrometers and other related instruments.
Strong PC skills including a working knowledge of Microsoft Office (Word, Excel, Access, Outlook and Power Point)
Effective communication skills, both verbal and written as well as proven presentation skills.
Ability to clearly and effectively interact with customers on a variety of levels.
Ability to identify a final packaged product that is not working or defective, troubleshoot the potential causes, and incorporate a solution for effectively resolving the problem.
Ability to work overtime during the week and week-ends based on customer needs.
Ability to travel (car and/or plane) up to 70% of the time. This will include some international travel to Canada
Insurance Customer Support Representative
Member Service Representative Job In Maple Shade, NJ
About the Company - Holman is a family owned business that's been operating for 100+ years. We strive on making a better life for our employees and their families with a great working environment, benefits package, and work life balance
About the Role - The insurance customer service representative supports our Personal Lines department by handling all incoming service requests from our clients by phone call, emails or faxes. This includes billing, home and auto changes, renewal retention, among others. We strive for service with excellence
.
Responsibilitie
s -
Excellent Customer Service Sk
ills.Excellent phone etiqu
ette.Detail orie
nted.Great written and verbal communication needed in fast paced environ
ment.Ability to collaborate with team members and manage
ment.Team pl
ayer.
Qualifications - Property & Casualty Insurance License required. Minimum 5 years experience in insurance in
dustry.
Required Skills - Knowledge of Personal Lines Insurance and
Products
Preferred Skills- Knowledge of Applied Epic
is helpful
Pay range and compensation package - Starting salary $52,000 plus opportunity for additional incentives. Full benefit package and
401K offered.
Equal Opportunity Statement - Holman is an Equal Opport
unity Employer.
Customer Service Associate, Wholesale Ecommerce
Member Service Representative Job In Bristol, PA
JOB TITLE: Customer Service Associate - Wholesale Ecommerce
DEPARTMENT: Customer Operations
REPORTS TO TITLE: Manager, Customer Operations
Provide comprehensive customer service for Lenox Wholesale ecommerce clients, dedicated to Amazon.
BASIC FUNCTIONS
This role involves delivering exceptional customer service for Lenox Wholesale ecommerce accounts, specifically Amazon. The responsibilities include collaborating with Wholesale Customers, Sales, Distribution, and Customer Operations to process and verify orders while addressing any issues that arise. Additionally, the position entails handling customer inquiries related to shipping, pricing, order status, and resolving complaints or problems effectively.
RESPONSIBILITIES
Represent the Lenox brand and all associated internal and licensed brands to wholesale customers.
Build and maintain strong relationships with assigned wholesale ecommerce customers, addressing inquiries and resolving any issues that arise.
Communicate effectively with customers regarding all aspects of customer service, including order processing, verification, tracking, and issue resolution.
Complete daily, weekly, and monthly reports, including the Quality of Experience (QOE) management report, Precancel Report, Manual Hold Report, Incomplete Order Report, and Backorder Report.
Receive and process special orders from wholesale customers and members of the wholesale sales team.
Review and manage wholesale customer orders using the order entry/management system, along with other internal systems, databases, and intranets.
Evaluate customer and sales requests to ensure compliance with departmental guidelines.
Investigate and respond to inquiries from customers and sales representatives regarding order status, pricing, product information, stock availability, shipments, and policies related to returns, claims, and other issues.
Follow up on all outstanding issues, prioritizing as necessary while adhering to departmental follow-up standards.
Refer sensitive or unrelated issues to the Director of Customer Service, Wholesale Sales, or Marketing personnel when needed.
Provide information and assistance to sales personnel regarding company policies and procedures.
Maintain regular contact with Distribution, Credit, and other internal departments to resolve customer inquiries or obtain necessary approvals.
May be required to support DTC customer service roles during high traffic time periods.
Perform special projects as assigned.
MUST REQUIREMENTS
A high school diploma or equivalent is required.
3-5 years of wholesale customer service experience, preferably in the ecommerce channel.
Exceptional verbal and written communication skills, with mastery of the English language.
Strong proficiency in computer skills, specializing in MS Excel, MS Word and Outlook
A professional and pleasant telephone demeanor, with experience in speaking with customers over the phone.
Detail oriented with data entry experience and the ability to navigate the internet and intranet.
Ability to multitask and learn various internal systems quickly with excellent follow through
Strategic thinking with the ability to identify, analyze and solve problems independently.
Adaptability, being able to adjust to different situations and communication styles.
Strong team player with a proven ability to work effectively in a group setting.
PREFERRED REQUIREMENTS
Experience in Vendor Central
Skilled in leading a customer service team
Knowledge of the Tabletop/Gift/Home Industries.
Expertise in Microsoft Dynamics 365
Familiar with Microsoft Teams
Ability to travel
Inbound Telesales and Retention Representative
Member Service Representative Job In Philadelphia, PA
You will interact with potential IONOS customers via inbound calls, chats and email. Responsibilities of the position include sales of products and services, customer retention, and occasionally response to account & billing inquiries, and general technical support.
Responsibilities:
Resolve customer issues via phone, email and chat during scheduled shift
Assist existing and potential customers with support based and product purchase questions; recommend to the Customer a proper product and/or service based on their needs using a strategic and ethical sales approach
Put forth tactical and strategic efforts to retain customer partnerships by offering discounts/credits where applicable; Assist customers with cancellation requests where retention is not possible
Demonstrate strong foundational customer service skills, as well as account management and billing proficiency, general technical skills and a refined ability to patiently resolve customer issues
Required Qualifications:
1-2 years of experience in a customer service or retail environment with exposure to or responsibility for sales.
Proven strong verbal and written communication skills
Ability to effectively manage multi-channel workflow including customer calls, chats and emails regarding product sales, as well as account, billing, and service issues
Ability to efficiently process and document call information in CRM application
Possess basic computer and internet skills
Ability to regularly report to work on time as scheduled
Ability to manage competing priorities in terms of their importance
Willingness to learn new products, understand new approaches, and adapt to new technologies
Ability to work as an individual contributor within a team environment
Preferred Qualifications:
Skills in shared hosting environments
Knowledge of DNS protocols
Physical Requirements and Working Conditions:
The ability to perform the essential responsibilities of this job in our Philadelphia office on a hybrid basis
The ability to use a computer and telephone for extended periods of time to communicate, create, and access information.
The ability to regularly sit or stand for extended periods of time
Disclaimer
This has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This job description is subject to change, but remains in effect until superseded in writing by the Company.
Equal Opportunity Employer. We do not discriminate on the basis of any status protected by law.
Customer Service Sales Specialist
Member Service Representative Job In Moorestown, NJ
Signature is a leading marketing promotions agency specializing in telecommunications. We deliver precisely targeted solutions that drive business growth and gain new customers. Our dynamic approach and sector expertise enable us to create effective campaigns tailored to each brand's unique goals. Signature works with many thriving brands, including Verizon FIOS and Wireless, offering a genuine partnership model that ensures success.
Role Description
This is a full-time on-site role located in Moorestown, NJ for a Customer Service Sales Specialist. The Customer Service Sales Specialist will be responsible for providing exceptional customer support, ensuring customer satisfaction, and handling inquiries via phone with excellent phone etiquette. Day-to-day tasks include addressing customer needs, managing customer experience, and resolving issues in a timely manner to maintain high customer satisfaction rates.
Qualifications
Skills in Customer Support, Customer Service, and Customer Experience
Ability to ensure Customer Satisfaction and manage Phone Etiquette
Strong communication and interpersonal skills
Problem-solving abilities and a customer-focused attitude
Experience in sales or a related field is a plus
High school diploma or equivalent required; Bachelor's degree preferred
Client Services Representative
Member Service Representative Job In Marlton, NJ
Client Services / Sales Support Associate (Marlton, NJ)
Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location.
The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representatives. This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also, requires strong organizational skills and attention to detail.
Responsibilities:
Main point of contact for clients for their service needs including, but not limited to, general account questions, account changes, etc.
Schedule and confirm client appointments.
Prepare and process client paperwork for all transactions along with remedying paperwork not in good order.
Document client interactions via Redtail CRM
Submit correspondence and sales material to compliance for review
Inform financial advisor of client issues of significant concern
Stay apprised on industry and company rules and regulations
Attend the appropriate branch meetings and conferences
Other projects and tasks as assigned
Skills Required:
Ability to develop strong client relationships
Excellent oral and written communication skills
Ability to work independently
Problem solver and critical thinker
Ability to anticipate client and advisor needs
Capable of working under deadlines
Ability to do research to answer questions
Software Used:
Redtail (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel
and Word
Knowledge/Experience:
Preferably securities registration with at least 2 years of previous experience in a sales support role
Investment/brokerage operations experience
Customer service experience
Thorough knowledge of mutual funds and retirement plans
Experience with Financial Planning Software highly desired
Series 6 or 7 and 63 registration required. If the candidate does not presently have, will be required to obtain within 6 months of employment.
Customer Service Specialist
Member Service Representative Job In Philadelphia, PA
Alphasource is hiring a seasoned customer service expert to join its industry leading customer service team. With over 100 years of continuous operating experience, the Company is scaling to meet increased demand, and implementing systems to cater to an increasingly diverse customer base. This role will involve frequent communication across Alphasource's sales, warehouse and business operations teams. Check out our new Website here: ************************
Description:
Alphasource is a family-owned, Philadelphia-based manufacturer and distributor of safety products and services for the power generation, aerospace, healthcare and construction industries. We are an industry-leading 100+ year young company headquartered in Philadelphia, PA with customers located in thirty countries who continues to enjoy growth and success as we focus on providing our customers with innovative solutions for our industrial, plant maintenance and safety supplies needs. We have an immediate opening for a conscientious and dedicated customer service professional. This position is responsible for answering customer service inquiries, order processing, coordinating shipping, and other office-related duties.
Key Responsibilities:
Satisfy customer requests, receive and process orders, respond to pricing inquiries
Submit invoices, update in-house computer system with new customer and supplier data
Perform fulfillment quality assurance checks
Support order status update requests
Maintain supplier relationships and submit Requests for Quote
Submit purchase orders
Customer/Tradeshow Event planning
Oversee maintenance of paperwork and records associated with repeat orders
Requirements:
The ideal candidate will have previous customer service and administrative experience, preferably with a shipping or manufacturing company. Excellent communication, organizational and computer skills are required. Must be a motivated self-starter, possess a “whatever it takes” attitude, and be willing to work in a dynamic, fast paced environment.
Qualifications of the right individual:
Willing to get hands dirty-this is more than a desk job
Proficient in Excel, Microsoft word, Outlook applications, with general understanding of business functions: entering orders, updating inventory, coordinating shipping deliveries and pickups
Experience working directly with customers
Self-starter, careful note taker and willingness to prioritize and follow through with multiple tasks each day
Eye towards continuous process improvements
Willingness to learn new industries and processes
Benefits:
Competitive Salary
Year-End Incentive Bonus (Based on Company Performance and Individual Performance)
Company sponsored Health and Dental Insurance + Company 401K Match
Opportunity to grow with the organization and communicate/lead initiatives that will shape the future of the Company
Company Happy Hours and team Bonding Events
Tradeshow travel to far-flung destinations
Registered Client Service Associate
Member Service Representative Job In Newtown, PA
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client
experience through an elevated standard of care. The Registered CSA assists with the development and
growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that
requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full
firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
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
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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).
Commercial Lines Customer Service Representative
Member Service Representative Job In Burlington, NJ
Our client in Burlington, New Jersey is seeking a Commercial Lines Customer Service Representative. This is a DIRECT HIRE position, Monday through Friday, 8:30 am to 5:00 pm. The salary for this position will commensurate with experience.
Your responsibilities would include, but are not limited to:
Responsible for the prompt, efficient, and effective processing and management of producers' and customers' requests for quotes, renewals, endorsements, claims, audits, new business, and for addressing other policy and customer information
Gather and evaluate sufficient information to market and quote new business, additional lines, and renewal policies on behalf of agency prospects and customers within the guideline time periods defined by agency management
Receive, review, and process renewals on a timely basis, which includes holding renewal review meetings with the producer on at least a monthly schedule
Collects information from clients and/or the producer, and processes policy changes in a timely manner as determined by agency timeline requirements, utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations
Open, manage, and monitor claims as needed for clients
Assist client and producer in resolving audits on a timely basis
Coordinating actions among the client, the carrier/brokerage sources, and the producer so that the correct details are entered into the system, the policy is received promptly, the delivery package is prepared for the producer, the policy is mailed if personal delivery is not an option
Other business duties as assigned by Operations Manager
Skills and Experience:
Must Possess a Property and Casualty License (New Jersey preferred, Pennsylvania can also be accepted)
3-5 years' experience preferred
Excellent oral and written communication
Ability to meet deadlines
Attention to detail
Since 1972 J & J Staffing Resources has specialized in finding great jobs for great people. Every year we place thousands or candidates with thriving local companies. Put your trust in J & J. We look forward to working with you!
Customer Service Specialist
Member Service Representative Job In Bridgewater, NJ
Robert Half is looking for a Customer Service Specialist with 2+ years of experience! If you are local to Bridgewater, NJ please apply directly!
Responsibilities:
Answer and respond to customer inquiries via phone and email in a professional and timely manner.
Build and maintain strong relationships with clients by providing exceptional service.
Assist with invoicing clients and resolving billing-related inquiries.
Track Orders
Enter Orders
Develop in-depth product knowledge to effectively assist customers and provide solutions.
Work collaboratively with internal teams to ensure a seamless customer experience.
What We're Looking For:
Experience in A/P or A/R (a huge plus!)
A proactive and versatile team player who can assist in other departments as needed
Strong organizational skills and attention to detail
What is offered:
Competitive Salary
Medical Insurance
Dental Insurance
PTO
A supportive and dynamic work environment
Customer Service Representative
Member Service Representative Job In Philadelphia, PA
URI is looking for full time Customer Service Representative to help support our continued growth and expansion. We offer competitive salary, full benefits, matching 401(k), profit sharing and continuing education reimbursement.
Key Responsibilities:
Provide exceptional customer service to our external and internal customers via inbound /outbound telephone, email, and online inquiries (live chat).
Other responsibilities:
· Process e-commerce orders (orders placed on our website)
· Coordinate with our branches and distribution network.
· Research, respond and resolve customer inquiries.
· Direct customer inquiries to the proper department / branch.
· Help customers find a local store.
· Perform other duties as assigned.
Qualifications:
· Basic computer skills, including Microsoft Office Suite.
· Must be punctual and dependable.
· Excellent oral and written communication skills.
· Professional speaking voice and good dictation.
· Excellent customer service skills required.
· Attention to accuracy and detail.
· Fast paced environment - must be flexible and able to multi-task (most important).
· Hours are from 8:00 to 5:00
Customer Service Representative (On-Site) - NJ
Member Service Representative Job In Piscataway, NJ
This is an On-Site role in our Piscataway, NJ location.
About Us:
Team Beans/Forever Collectibles, LLC (FOCO) is a worldwide leading manufacturer of sports and entertainment merchandise, including products ranging from collectibles and novelty items to promotional memorabilia. With all the major sports licenses at our fingertips, along with a powerful infrastructure and broad variety of products, our company is reaching new heights every day. The success of FOCO's expansion is directly related to our ability to bring fresh designs and manufacturing techniques to categories in need of innovation. We are constantly searching for dedicated and driven professionals to join and help grow our team!
Job Summary:
We are seeking an passionate sports fan and motivated Onsite Customer Service Representative to join the FOCO team and provide an unforgettable experience for all our customers. In this role, you will provide outstanding support to fans around the world, ensuring their inquiries and issues are resolved promptly and effectively. Your ability to connect with customers and represent our brand values will play a crucial role in maintaining our reputation for excellence.
Key Responsibilities:
Customer Support: Assist customers with inquiries via chat, email, and phone, addressing questions about products, orders, and policies via Zendesk and ensure tickets are answered on-time and with excellent customer service.
Problem Resolution: Handle customer complaints and issues with empathy, working to resolve them swiftly and efficiently to ensure customer satisfaction.
Product Knowledge: Maintain a strong understanding of our product line to provide accurate information and recommendations to customers.
Order Management: Process orders, returns, and exchanges in a timely manner, ensuring all transactions are accurately recorded and communicated to the customer.
Feedback Collection: Gather customer feedback to help improve our services and product offerings and communicate insights to the management team.
Team Collaboration: Work closely with other departments, such as sales and logistics, to ensure a seamless customer experience.
Brand Representation: Uphold the company's values and mission in every customer interaction, promoting a positive and professional image of the brand.
Qualifications:
2+ years of customer service experience
Experience with Zendesk and Shopify is REQUIRED.
High school diploma or equivalent
Fluency in English
Strong communication skills, both verbal and written.
Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
Proficient in using customer service software and Microsoft Office Suite.
Passion for sports and a good understanding of our product offerings is a plus.
Must be able to pass a background check.
Flexibility to work various shifts, including weekends and holidays.
Show up for work!
Come on time and be committed to be your best.
What We Offer:
Competitive salary and benefits package.
Opportunity to work in a vibrant, sports-focused environment.
Climate Controlled office setting.
Career growth and development opportunities.
Employee discounts on our products.
A supportive team culture that values collaboration and innovation.
Tryouts are open at FOCO! Our team is passionate, talented, unified, and charged with creating the fan experience of tomorrow. The ball is in your court now.
Customer Service Representative
Member Service Representative Job In Bridgewater, NJ
We are looking for a Customer Account Specialist to manage and support customers who are not assigned to a sales manager, as well as assist selected customers alongside a sales manager. This role will also support the Head of Customer Service in optimizing daily processes and ensuring a seamless customer experience. The ideal candidate will be highly organized, customer-focused, and proactive in driving efficiency and satisfaction.
Key Responsibilities
Manage the end-to-end order process, from purchase order receipt to delivery and invoicing.
Serve as the primary point of contact for customers, handling inquiries, requests, and complaints.
Process and coordinate customer sample requests and shipments.
Oversee and coordinate customer complaints, working closely with Quality Assurance (QA).
Collaborate with the technical team to manage questionnaires and technical documentation.
Execute customer communication activities, including change notifications and updates.
Continuously assess and improve daily work processes to enhance efficiency and customer service.
Ensure high levels of customer satisfaction through proactive communication and problem-solving.
Monitor and follow up on customer contracts, agreements, and blanket orders.
Maintain close coordination with supply chain, warehouse, and forwarders to minimize delivery delays.
Qualifications & Experience
Business or commercial education background.
Up to 3 years of international work experience, ideally in a value-added solutions environment.
Strong analytical mindset with a proactive approach to problem-solving.
Comfortable working in an international and multicultural environment.
Experience using CRM/ERP systems.
Excellent communication and relationship-building skills.
Confidence in initiating customer interactions and maintaining professional engagement.
Customer Service Representative
Member Service Representative Job In Somerville, NJ
FinPro, Inc is a management consulting firm that specializes in financial institutions, with a growing suite of digital analytics products. We are a recognized thought leader in the industry, regularly helping to set national policy and introduce new, ground-breaking changes to how the industry functions. We are the go-to firm for starting new banks, and have a wholly owned broker-dealer. We are always evolving, and always looking for a better way to do something.
Our clients hire us on the expectation that we are the best, so we demand the best from everyone that works here.
Our open position is for a Customer Service Representative on our Digital team. You will be expected to learn our digital systems and basic banking concepts, and provide customer service on those digital products.
There is potential for future advancement here as we build out the Customer Service team over time. You will have the ability to potentially take on leadership of the team as it grows.
We care about personality and culture. We don't care what your education background is, whether you went to college, or what "experience" you have in your prior positions. If you have the right attitude and drive to be the best, you will be far more successful than someone with years of experience who never does more than is necessary. Own everything you do.
If you have not been scared away, then Hi, I'm Bob Musso. I would love to get to know you more so please apply if you are interested, and in your application message, tell me about yourself, and why you think this is the right fit for you.
Some quick insights:
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Management of HubSpot customer service platform
Documentation and management of end user knowledge base
Client Services Associate
Member Service Representative Job In Conshohocken, PA
Celebrating more than 43 years of serving the financial needs of our community, Martinelli Financial Services is seeking a dynamic
Client Services Associate
who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. This role provides unlimited upside potential as you will also have the opportunity to grow your role and expand to other roles, including the potential of managing your own clients if you would like. Come grow with us and see where a career at an independent financial firm could take you!
Responsibilities
Serves as first point of contact to service daily client interactions, including basic inquiries, providing details and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports
Reviews, assesses and responds to all corporate action items and client account alerts.
Prepares financial reports, and other materials for client meetings.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Qualifications
• College Education
• Industry experience preferred but not required
• Series 7, 63 and 65, or 66 licenses are a plus
• Insurance Licenses also a plus. The ideal candidate will acquire Insurance licenses within 12 months
• An equivalent combination of experience, education, and/or training as approved by the firm.
Skills, And Abilities
Skill in
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast-paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
Benefits to working with MFS
We believe in growing both personally and professionally throughout your career. Being a boutique upscale independent firm our goal for someone in this role is to continue to grow with our firm. With that being said, there is no ceiling to your personal and professional development at MFS.
Other Benefits Include:
Hybrid Schedule
Bonus Structure
Retirement Plan
Health Insurance
Summer Fridays
Customer Service Associate- Entry Level
Member Service Representative Job In East Brunswick, NJ
** This position is fully on-site at our East Brunswick office. Local candidates encouraged to apply. **
As an Entry Level Customer Service Associate, you will be the liaison for our clients to build their brand and sales through product launch events. The focus is on community outreach and engagement with our clients products and services.
We have certified key tech trainers who work on-site to train our marketing and sales team on how to provide the best results for the client and customers while providing fast-paced upward movement in our employees' careers.
Responsibilities:
Engage with customers, promote and create accounts, and assist existing customers.
Cut and program keys for the customer.
Pursue a deep understanding of products, and stay updated on their features.
Collaborate with the team to meet targets and drive overall team success.
Self-motivated with a focus on problem-solving.
Participate in training to enhance sales and management departments.
Requirements:
Must be legally authorized to work and drive in the United States.
Strong interpersonal and communication skills, with the ability to engage and connect with
customers.
Ability to multitask and prioritize tasks effectively in a fast-paced environment.
Willingness to learn and adapt to new marketing techniques and industry trends.
At least 1 year of experience working in similar fields
Member Services Agent
Member Service Representative Job In Philadelphia, PA
Fitler Club is a first-of-its-kind urban social club for socially conscious, forward-thinking Philadelphians, combining world-class dining, fitness, social, business, hotel, and event offerings all under one roof. As home to the leaders and organizations shaping the present and future of Philadelphia and beyond, we are grateful for the opportunity to enrich the lives of our members and guests and we strive to deliver world-class hospitality.
Fitler Club employees work in a high-design center of art, culture, and economy, amidst modern facilities and amenities, a museum-worthy art collection, and state-of-the-art technology. (This is apparent even before entering the space, as both members and employees can access the building via fingerprint scanner.)
We are committed to driving social impact in Philadelphia, offering members, guests, AND employees opportunities to attend events featuring renowned impact leaders and volunteer alongside one another for a variety of causes throughout the city.
Hospitality is a team sport, and every employee is integral to our success. All employees are encouraged to share feedback, be solution-oriented, and seek out opportunities to show those in our care how deeply we value them as members of our community.
We are extremely fortunate to have a diverse, dynamic, civically engaged, and generous membership - people you'll be excited and privileged to meet, greet, and serve. There's no better customer base anywhere in Philadelphia.
The Member Services Agent is responsible for providing a superior experience to each member and guests and serving as ambassadors for Fitler Club. They will make the first impression upon our members and guests by extending a warm welcome, providing information about the Club and local area, directions, and offering our full range of amenities and services. The Member Services Agent will anticipate member needs and manage all requests with a sense of urgency and will maintain a proactive approach to providing solutions.
Responsibilities
Consistently follow the Club's Guest Service procedures and standards while assisting guests at all reception locations
Develop familiarity with members and their families, learning and using member names
Provide a superior arrival and departure experience in a confident, professional, and friendly manner
Answer all phone calls promptly and knowledgeably, always ensuring complete and accurate information
Monitor and coordinate Club Driver upon member request
Complete all items on appropriate (AM, PM, Overnight) checklist by end of shift
Communicate pertinent member information to designated departments/personnel (i.e., special requests, amenity delivery
Maintain confidentiality of all members and Club information
Employ attention to detail to ensure the security of club and guest room access.
Understand and execute Club's accounting standards ensuring accurate settlement of folios, member accounts, routing of charges and adjustments following cash handling policies
Document all guest requests, concerns, or issues immediately and notify designated department/personnel for resolving the situation and follow up to ensure completion and member satisfaction
Maintain confidentiality of all members and Club information
Follow grooming and uniform standards established for this role
Perform all other duties as directed by immediate supervisors
Qualifications
Previous hotel, private club, fitness center or similar hospitality Front Desk/Reception experience preferred
Excellent telephone etiquette and guest recovery skills
Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook, Mind & Body and hospitality software
Strong communication skills, ability to multi-task, and attention to detail
Ability to follow directions well, make quick decisions, and keep organized while under pressure
Move, bend, lift, carry, push, pull, and the ability to lift weights, plates, dumbbells, kettlebells, etc. Stand or walk for an extended period or for an entire work shift. It requires repetitive motion.
Must be dependable and available to work within the club on weekends, nights and/or holidays based on business demands
At Fitler Club, we hold employees to high standards in how they treat members, guests, and each other, and we hold our organization to high standards in how we care for our employees.
Free meals, snacks, and beverages seven days/week, complimentary fitness classes, employee appreciation events, professional headshots, and wholesale pricing on designer retail products are just a few benefits available to all employees, in addition to a long list of traditional benefits such as wide-ranging health insurance options, company-paid short-term disability and paid parental leave, 401k with a company match, generous PTO policies and company-sponsored holidays, and more. Employees receive annual performance reviews with opportunities for career development and wage increases.
If Fitler Club sounds like the right place for you, we welcome you to apply to join us in our pursuit. We hope to have the opportunity to work alongside you, learn from you, develop you, care for you, and succeed with you. Thank you for your interest in joining our team.
Client Relations Associate/Financial Services
Member Service Representative Job In Newtown, PA
We have an immediate need for a Client Relations Associate at a leading financial services company conveniently located in Newtown, PA. This is a full time direct hire opportunity.
Job Duties Include:
To provide day-to-day support to multiple senior investment consultants and their client accounts.
To maintain direct contact and coordinate data flow with corporate headquarters including the performance reporting department and investment consultants.
To formulate agendas for client meetings, as needed. This process requires coordination both internally (with the investment consultant) and externally (with the client). Based on the final agenda, the Associate is responsible for inviting other investment professionals to the meeting.
To send notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to communicate details with the client administrator, legal counsel, and custody banks.
To draft, amend, or modify client investment policy statements.
To compile information needed to process investment transactions. The Associate is responsible for communicating the necessary steps to implement asset transfers with the client, monitors the various stages of the transaction once it is in process and tracks its progress through completion.
To prepare asset allocation reporting for client meetings.
To review draft client reports with other departments of the firm, communicate any changes, and make proactive recommendations to the investment consultant for client consideration.
Other project-based work
Job Requirements Include:
Detail-oriented and possess the ability to multi-task.
Strong communication and organizational skills
Possess a strong work ethic and work well in a team environment
Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
Candidate must have a business degree from a four-year college or university.
4-10 years of relevant experience
Customer Service Representative-Moyer Indoor Outdoor
Member Service Representative Job In Hatfield, PA
EXPERIENCED CUSTOMER SERVICE REPRESENTATIVE NEEDED: Moyer Indoor Outdoor is hiring !!!!! We are looking for a dynamic Customer Service Representative for our HATFILED location. This person will be the first voice our customers hear when they call our Pest Control Division. You will also have the opportunity to be cross trained to support other Moyer Indoor Outdoor divisions!
We are looking for someone with the following skill set to work at Moyer Indoor Outdoor:
Excellent Customer Service Skills
Able to communicate effectively over the phone
Quickly troubleshoot issues and work to resolve
Able to learn new computer programs
Willing to help out on special projects (outbound calls ,marketing, mailers, letters, filing)
This is a full time opportunity. All Moyer Indoor Outdoor employees enjoy great benefits including:
Business Casual work environment
Medical/Dental/Vision insurance available for employees and dependents
Paid Time off after 90 days of employment
401(k) with company match
Paid WEEKLY!
Non smoking campus
Generous employee discounts on all Moyer products and services
Come check out our BRAND NEW office space in Hatfield where you can grow your Customer Service career. Please note: This is NOT a remote or work from home opportunity. EOE
Compensation details: 20-22 Yearly Salary
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Senior Financial Service Representative (Universal Banker)
Member Service Representative Job In Lansdale, PA
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.
Duties and Responsibilities
Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value.
Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines.
Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals.
Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
Ensure operational and financial safety and soundness through knowledge and sound decision making.
Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws.
Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel's corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
Remain compliant with the Bank Secrecy Act by completing annual BSA training.
Maintain confidentiality of members financial information in a secure and secure manner
Ability to work Saturdays.
Perform other duties as assigned.
Qualifications and Education Requirements
Experience
2 + years of sales and face-to-face customer service experience.
3 + years sales and face-to-face customer service experience. Preferred
Prior financial industry experience. Preferred
Cash handling experience. Preferred
NMLS. Preferred
Notary. Preferred
PC literacy
Ability to navigate multiple software applications
Ability to achieve sales goals through outstanding service.
Strong attention to detail.
A track record of working effectively in a team environment and building solid relationships.
Ability to multi-task.
Excellent communication, judgment, decision and problem solving skills.
Ability to understand and follow direction.
Ability to maintain confidentiality, use tact and diplomacy.
Demonstrate professionalism through dress and demeanor
Ability to develop business organically with a strong customer service background
Self-Motivator who holds themselves accountable for achieving goal
Strong technical skills and ability to work with multiple systems such as CEB machines
Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity
Education
High School Diploma or equivalency
Performance Measurements
Performance metrics will be established each year based on corporate and strategic goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)