Member Service Representative Jobs in Willow Grove, 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.

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. This position will assist our Blue Bell and Doylestown branch locations. Qualifications required: Associate's degree in Finance or related field; or equivalent work experience 1-3 years related banking experience or an equivalent combination of education and experience Ability to work in a team environment Previous sales and customer service experience in a retail banking environment Strong computer skills (MS Office, etc.) High degree of attention to detail and ability to multitask Prior cash handling experience Ability to work all hours the branch is open Essential functions and responsibilities: Valid Drivers License Responsible for providing coverage to any of the retail branch locations when needed Ability to adapt to each branch locations policies, procedures and day to day needs Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards Engages in outbound calling efforts to establish new business Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales Demonstrates strong product knowledge and cross-selling aptitude Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks Has a working knowledge of all compliance regulations and bank policies and procedures Must be capable of developing relationships with customers/prospects and be creative in solving problems Participates in community events in conjunction with Bank sponsorships, marketing, and networking Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management and coworkers in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. Other duties as assigned Success factors/job competencies: Organizational and time management skills Ability to work with little or no supervision Excellent interpersonal and communication skills Timely and regular attendance Completes work in a timely manner Actively seeks coaching Application Access: Jack Henry Physical demands, work environment, and location: 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 necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Work environment: The noise level in this environment is minimal. Location: Various Meridian Bank locations as assigned. Meridian is An Equal Opportunity Employer

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.

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).

Client Relationship Liaison (Marlton, NJ) Natale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position involves working with the current team which consists of 3 Financial Representatives and 2 Client Relationship Liaisons. The role will require on-site work in our Marlton, NJ location. The primary role of the Client Relationship Liaison 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 and Salesforce (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel, and Word, eMoney and Money Guide Pro Financial Planning software 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.

CLIENT SUCCESS COORDINATOR About our firm: 1SEO Digital Agency is a private-equity backed digital marketing company located 30 minutes north of Philadelphia. Our “mission” is to enable high quality local service providers to make effective connections with qualified customers located within 25 miles of their office. We are converting a legacy digital marketing agency into a B2B technology company that sells “marketing as a service” to local service providers. Our entire team works from our office in Bristol, PA, but our clients have physical offices in one or more cities across the US or Canada and fall in one of three categories: home services, health & wellness, or professional services. About the Role: As a Client Success Coordinator you will serve as the primary point of contact for all client communications and maintain a proactive and responsive relationship. In this role you will have a comprehensive understanding of all digital marketing services offered here at 1SEO. It is your responsibility to escalate issues and provide solutions in a timely manner. The ideal candidate will manage client success and build and cultivate client relationships. You will act as a strategic partner to our client and are a key component to our agency's success. Responsibilities: Conduct scheduled calls or meetings with clients to update them on campaign progress, answer any questions, and gather feedback. Promptly respond to client emails, messages, and requests. Monitor ongoing projects for your assigned clients, meeting deadlines and flag issues to relevant teams promptly. Stay updated on all digital marketing services and products offered by the agency. Address and resolve any client concerns or issues that arise, escalating complex issues to senior staff when necessary. Compile and deliver detailed reports to clients on the performance of their campaigns, including insights and recommendations for improvement. Participate in team meetings, gather client feedback on services provided, analyze patterns or issues, and engage in training sessions to enhance your knowledge. Assess your portfolio of clients to evaluate the success of campaigns, client satisfaction levels, and areas for personal improvement. Work with your manager to have strategies adjusted to better meet client goals. Conduct a comprehensive review of each client's business performance to ensure alignment and identify new opportunities. Set personal professional development goals related to improving customer service skills, digital marketing knowledge, and understanding of industry trends. Send clients personalized updates, share relevant industry news, or suggest new services that align with their goals. Core Values of Ideal Candidates: Conceptual Alchemist: you are skilled at transforming basic or abstract ideas into something valuable, innovative, or significantly impactful. Empowered Humility: you're self-confident and strong, yet grounded, self-aware, and open to learning from other people. Audacious Ambition: you are self-motivated and tenacious, consistently push boundaries with a competitive spirit. Gets It Done: you deliver results with resourceful efficiency, ensuring that every task is not only completed but executed with the highest standard of excellence. Sees the Big Picture: you embrace flexibility and enthusiasm in our pursuit of broader goals, ensuring that every decision and action aligns with the larger vision. Pursuit of Excellence: you have a fanatical attention to detail and a systematic approach that ensures unparalleled quality in everything you do. Required Skills and Experience: 2+ years of client based customer service experience is required. Project Management skills are extremely beneficial. MUST HAVE excellent presentation skills, both oral and written. Digital Marketing experience is a plus. Strong understanding of computers and technology. Multi-tasker who is unbelievably organized. Strong analytical capability with experience in forecasting and website analytics. Must have some experience in aspects of strategic marketing and tactical executions. Must have a willingness to learn and expand knowledge in regards to SEO, SEM, PPC and SMO. Must have the ability to work independently and manage multiple projects and deadlines simultaneously with a sense of urgency. Must have the ability to quickly adjust priorities to respond to pressing demands. What You Can Expect From 1SEO Digital Agency You have the opportunity to work alongside talented and hard-working colleagues who are ambitious and focused on team performance, client satisfaction, and career development, while balancing your life and achieving personal goals. Our employees seek to offer valuable innovation that impacts our business. They are strong and self confident yet grounded. We look to hire those that have a “get it done” attitude and a relentless drive for excellence. Our team commits to understanding the needs of our clients and our company. Access to the gym in our building with NO membership fee. Work out before or after work, or during your lunch break. The office is open from 8 am to 6 pm Monday-Friday. We offer a flexible work schedule for BOTH early and late risers. After 90 days of Full-time employment, we offer our full-time employees: 50% funded healthcare benefits (Medical, Dental & Vision base plan) for the employee. Dependents can be added to the plan AND we offer Supplemental healthcare insurance at a reduced cost. Earn up to 3 weeks of PTO with an additional week given at year 3 AND another week at year 5. You can join the 401K after your 1st year of employment, with up to a 4% match. Generous incentive program for each anniversary you celebrate.

Client Service Associate Multi-Billion Independent Wealth Management Firm Southeastern Chester County, PA Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Trading. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, building and maintaining client relationships Participate in the growth of a dynamic, independent RIA by servicing client needs Strong culture of teamwork, integrity, work-life balance and personal and professional development Competitive compensation package including benefits and bonuses Career track within Client Service and Operations, not an Advisory track 50 minutes from Philadelphia, 25 minutes from Wilmington Requirements Bachelor's Degree 3+ years experience in Client Service within Financial or Tax Services Trading experience and investment interest is a plus Track record of professionalism, adaptability, attention to detail, and time management

Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies. Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here. Join us and become part of the power behind possible. About The Opportunity Validates specifications, processes orders, prepares correspondence, and fulfills customer needs to ensure satisfaction. Essential Job Functions: The following duties are normal for this position. The incumbent may perform some or all of these duties; however, it is not an exclusive or all-inclusive list. Other duties may be assigned. Ensures timely order entry and proactively manages order timelines for assigned account(s) Proactively monitors open orders to advise key stakeholders of possible lead time challenges Demonstrates knowledge of Menasha's products and capabilities to align with customer's products and objectives Receives and responds to customer complaints and processes appropriate corrective actions Monitors product inventory to assure availability for production and/or distribution to customer; works with management to disposition aging inventory Prepares and reviews required business reports Supports continuous improvement initiatives Education & Experience Requirements: High school diploma or equivalent required Minimum of 2 years of relevant experience preferred Prior display, graphic, and/or contract packaging industry experience preferred Experience in ERP platforms and proficiency in Microsoft Excel and SharePoint and SAP preferred Knowledge, Skills & Abilities: Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department Familiarity with organization's policies, standards and procedures guiding customer interactions Knowledge of practices, tools, and techniques for communicating with a customer Knowledge of and ability to apply the processes, activities and tools associated with managing customer requests Physical Requirements & Work Environment: Primarily works in an office environment, Philadelphia plant. Two companies, one vision. Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe. Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online. Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability. Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries. Come build an exciting, rewarding career with us, where you'll have opportunities to grow. The possibilities are endless. The power is yours! Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.

PITT OHIO, a $900 million, high service, highly profitable, transportation and logistics service provider is seeking an eager, energetic and experienced Enterprise Solutions Representative to join our Sales Team. Applicants with B2B experience and/or transportation experience are strongly encouraged to apply. The territory will be the Philadelphia area. PITT OHIO experiences growth year after year because of our hard-working employees. As the company continues to grow, one thing ownership has remained committed to is taking care of his people. PITT OHIO is dedicated to the safe and sustainable motor transport of products, doing right by our employees and our customers, and making a positive impact on the environment. We offer competitive wages, hospital/medical insurance with no weekly premiums, vision, discount prescription, dental, 401K, profit sharing, paid vacations, pleasant work environment, and much more! Responsibilities Identify and deliver new PITT OHIO Customers. Promote and sell all PITT OHIO Enterprise services. Efficiently maintain existing PITT OHIO customer relationships Prospect and develop retention program for new PITT OHIO Customers Effectively negotiate rate increases Support all Company goals and policies Sales territory must meet or exceed scorecard growth goal OTHER DUTIES Interface with Operations, Pricing, Claims, Collections and Business Development Representatives Able to react to change in response to changes in the Company's go to market strategy. Proficiently use PITT OHIO Sales applications. Participate in “Huddles” (collaborative sales meetings) to grow business. Qualifications Minimum 3-5 years B2B sales experience Previous experience or ability to learn the transportation industry preferred Fluent English language skills Excellent interpersonal, verbal and written communication skills Experience in Microsoft Office and the Internet Valid Drivers License and clean driving record required WORKING CONDITIONS Travel is required; must be able to energetically travel by car, plane or public transportation Weekend and evening client contact required PITT OHIO is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, religion or other legally protected status.

Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies. Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here. Join us and become part of the power behind possible. About The Opportunity Validates specifications, processes orders, prepares correspondence, and fulfills customer needs to ensure satisfaction. Essential Job Functions: The following duties are normal for this position. The incumbent may perform some or all of these duties; however, it is not an exclusive or all-inclusive list. Other duties may be assigned. Ensures timely order entry and proactively manages order timelines for assigned account(s) Proactively monitors open orders to advise key stakeholders of possible lead time challenges Demonstrates knowledge of Menasha's products and capabilities to align with customer's products and objectives Receives and responds to customer complaints and processes appropriate corrective actions Monitors product inventory to assure availability for production and/or distribution to customer; works with management to disposition aging inventory Prepares and reviews required business reports Supports continuous improvement initiatives Education & Experience Requirements: High school diploma or equivalent required Minimum of 2 years of relevant experience preferred Prior display, graphic, and/or contract packaging industry experience preferred Experience in ERP platforms and proficiency in Microsoft Excel and SharePoint and SAP preferred Knowledge, Skills & Abilities: Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department Familiarity with organization's policies, standards and procedures guiding customer interactions Knowledge of practices, tools, and techniques for communicating with a customer Knowledge of and ability to apply the processes, activities and tools associated with managing customer requests Physical Requirements & Work Environment: Primarily works in an office environment, Philadelphia plant. Two companies, one vision. Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe. Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online. Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability. Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries. Come build an exciting, rewarding career with us, where you'll have opportunities to grow. The possibilities are endless. The power is yours! Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.

The Customer Service Representative is responsible for the Customer Experience in the retail showroom of the DCs, including order fulfillment activities by walk-in customers and through online orders. This role will be responsible for ensuring orders are processed and fulfilled with excellent customer service, in partnership with our sales and operations colleagues, with a primary focus on assisting all customers - internal and external - in a friendly and expeditious manner and educating customers on alternative solutions/materials as required. Contribution Facilitates quick, customer centric response to daily demands for retail and online order fulfillment, in support of company initiatives. Provide best-in-class customer service, as a clear differentiator from our competitors. Key Responsibilities * Fulfill both walk-in retail and online order activities * Input all sales orders taking the process from order entry to pick release * Enter all sales orders accurately and on a timely basis to facilitate delivery cut off timelines * Print delivery notes for the Warehouse Team once pick release process is complete * Monitor on hold orders and request release on a timely basis to facilitate cut off timeframes * Make sure customer issues are addressed and handled professionally, leaving the customer with a positive resolution * Troubleshoot issues within the customer service process * Assist with complex invoice requests and order entries * Coordinate RMA requests and facilitates scheduling * Escalate outstanding credit holds with Credit team * Liaise with Sales Team to ensure orders are fulfilled * Manage Customer Service levels and ensure quality standards are maintained, escalating issues as necessary * Review Open Order Reports with Distribution Center Manager and anticipate any logistics challenges * Work cross functional to facilitate transfers and escalate problems/concerns * Escalate any capacity issues to management * Determine open order requirements and prioritize unloading of containers * Manage open order requirements and pull/push inventory from other locations, as required * Reconcile paperwork, daily * Other duties as assigned Requirements * High school diploma required; post-secondary education with a focus on business a plus * Two (2) plus years of related customer service experience * Strong customer service and troubleshooting skills * Exceptional conflict resolution, negotiation, and objection handling skills * Highly flexible, with strong interpersonal skills that allow one to work effectively in a diverse environment * Ability to effectively communicate verbally and in writing * Ability to work well under pressure * Proven data entry, data editing, and typing skills * Demonstrated experience analyzing and resolving customer service and client issues * Ability to analyze and interpret the needs of clients and offer the appropriate options, solutions, and resolutions required * Ability to respond quickly in a dynamic and changing environment * Ability to build and maintain lasting relationships within various corporate departments with key business partners and customer WORKING CONDITIONS * Manual dexterity required to operate telephone, computer, and peripherals. * Interacts with employees, management, and the public at large. * Repetitive work * Walking on hard surfaces may be required (within warehouse environment) * PPE (hard hat, vest, steel toe footwear) worn in specific areas within a warehouse environment * Overtime may be required * Lifting or moving up to 10lbs may be required WHAT WE OFFER: Caesarstone is proud to provide employees with a comprehensive and attractive benefits program which includes the following: * The base rate for this role is between $24.00 to $26.00 plus team result based performance bonus opportunities. * Comprehensive benefit package including: Medical, Dental and Vision Insurance, Employer-Paid Basic Life Insurance, AD&D and Short-Term Disability, plus insurances such as Short-Term Disability and Long-Term Disability, Voluntary Accident, and Critical Illness * An Employee Assistance Program that you or your dependents can access * Generous Paid Time Off and Paid Holidays * 401(k) Retirement Plan (with employer match) * Internal ongoing educational/training opportunities * Competitive compensation * Continuous coaching & mentorship * ------------------------------------------------------- Caesarstone US expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Caesarstone US employees to perform their expected job duties is absolutely not tolerated. We are committed to fostering an inclusive and accessible environment. Caesarstone is an equal opportunity employer committed to diversity and inclusion and welcomes and encourages applications from people with disabilities. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Full-time position currently available in Quakertown, PA. As a CSC Customer Service Representative I, you will serve as the first point of contact for customers seeking assistance with their banking inquiries and concerns. Your primary responsibility is to provide exceptional customer service by addressing their questions, resolving issues, and promoting bank products and services. You will handle a wide range of customer interactions via phone and email, ensuring a positive customer experience and upholding the bank's reputation for excellence. Key Functions: * Customer Support: Respond promptly and professionally to customer inquiries and concerns via phone and email channels. * Issue Resolution: Efficiently and accurately resolve customer issues, including but not limited to account inquiries, transaction disputes, and technical difficulties. * Product Promotion: Educate customers about the bank's products and services, promoting cross-selling and upselling opportunities when appropriate. * Account Maintenance: Assist customers with account maintenance tasks such as password resets, account updates, and address changes. * Compliance: Ensure all interactions and transactions comply with bank policies, procedures, and regulatory guidelines. * Quality Assurance: Meet or exceed established performance metrics, including call quality, response time, and customer satisfaction. * Continuous Learning: Stay informed about the bank's products, services, and industry trends to provide up-to-date information to customers. * Team Collaboration: Collaborate with team members and other bank departments to resolve complex customer issues and improve overall customer service. * Feedback: Provide feedback and insights to management regarding common customer issues and potential process improvements. General Duties and Responsibilities: * Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. * Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. * Must have strong Product Knowledge skills to evaluate customer needs using open-ended questions and refers customers to the appropriate resource. * Researches and resolves customer problems in a positive and efficient manner. * Assists customers with account information and responds to customer inquiries daily. Reviews, verifies, and executes customer transactions including fund transfers, loan/CC payments, contact information changes, stop payments/written statements of unauthorized debits, VCC maintenance (including disputes, increases, hot cards, warm cards, etc) and orders, MCD increases/inquires, check orders, ACH inquiries, and fraud prevention. Provides navigational assistance with online, mobile and telephone banking. * Follows proposed department schedules and operating policies & procedures as required. * Brings an overall positive attitude to work every day to boost morale within the Department. (Cultivating Culture, Team building, etc.). * Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities. * Required availability of all operating department hours which can include holidays and weekends. * Supportive of community through involvement and participation in local volunteer and/or charitable organizations. * Assumes additional job-related duties as requested. Required Training, Experience, and Education: * Successful experience working with customers and co-workers. * Must complete basic CSR training within the first 6 months of employment. * Must complete additional CSR training requirements as recommended by CSC Manager. * Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. * Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. * Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. * Must successfully complete Banking of Fundamentals within the first 18 months of employment. * This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. * Must fulfill the Continuing Education/Training checklist requirements annually, after first 18 months of employment. Desirable Knowledge, Abilities, and Skills: * Previous or current bank experience. * Customer Service experience in a call center environment. Department Hours: The ideal candidate for this position is expected to be available to work any shifts during the hours that the department is open for business. Hours for this department are: Monday to Friday - 8:00 a.m. to 7:00 p.m. Saturday - 8:30 a.m. to 4:00 p.m.

As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales solutions. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives! We are excited to welcome a dedicated Sales Enrollment Representative who thrives on delivering exceptional customer service and driving results in a fast-paced, team-oriented environment! Sales Enrollment Representative Responsibilities: Inform & educate consumers about available telecommunications products and services Assist customers throughout the enrollment process, ensuring a smooth and positive sales experience Promote and upsell services to meet customer needs and achieve sales growth Create meaningful rapport with customers by exceeding excellent customer service standards Consistently meet or exceed daily, weekly, and monthly sales targets Remain up to date on product offerings, promotion eligibilities, and overall changes in the market Represent the company in a professional manner at all times Benefits of Being a Sales Enrollment Representative: Help connect people to the newest & top telecommunication products and services Competitive pay with opportunities to surpass sales objectives and earn more Learn valuable techniques in sales, customer service, and program enrollment Work in diverse settings meeting with various consumers directly Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your own career What We Look For Sales Enrollment Representative: Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required Excellent communication and interpersonal skills A goal-driven mindset with long-term aspirations Ability to thrive in a fast-paced, collaborative environment Basic understanding of technology & devices Flexibility to work weekends, evenings, or events as needed Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today! #LinkedIn-OnSite

The Role: Under the direction of management, the Alcohol Compliance Representative ensures responsible service of alcohol throughout the entire venue in accordance with State and company policies and assists staff with any alcohol related issues. Company Overview: Legends is a holistic agency that specializes in delivering solutions for legendary brands. We approach each project with our 360-degree service solution. Our Global Planning, Global Sales, and Hospitality service solutions collaborate on every project to ensure success across each of our six verticals including professional sports, collegiate, attractions, entertainment, international, and conventions. Our intellectual property is our people. It's our expertise that makes up Legends. We know what it's like to be on the team, business, or athletic department side, which drives our passion in creating solutions for our partners. Collectively, our leadership has over 300 years of experience in sales and sponsorship, analytics and valuation, hospitality and operations. Responsibilities: Supervises the serving of alcohol by event-day staff. Ensures staff is adhering to Legends' and state/local alcohol service policies. Observes and documents all alcohol related issues or violations. Ensures that the nightly alcohol cut-off time is effectively communicated to staff members and event guests. Must maintain a friendly, positive attitude and a professional demeanor. Assist with alcohol cut-off and performs other duties as assigned by Management. Will be responsible to monitor all employee's adherence to the Legends Alcohol Policy. Ability to interact with guests and staff to ensure guest satisfaction. Qualifications: Must be at least 18 years of age High school diploma or equivalent Must be able to read, speak and write English in order to communicate with staff and guests Ability to work all venue events and maintain a flexible schedule to meet service demand levels, including extended hours, days, nights, weekends, and holidays Ability to work in an open aired environment during all climate conditions Must be punctual and dependable Must maintain personal hygiene and a well-groomed appearance in accordance with company and venue standards Must have sufficient mobility to perform assigned production tasks including constant standing, reaching, bending, stooping, wiping, pushing, and pulling for extended periods of time Basic knowledge of customer service standards and guest relations and etiquette preferred Ability to effectively listen and take direction from management Ability to work under pressure and multitask in a fast-paced, team-oriented setting Must meet state and local health requirements for alcoholic beverage services Licenses & Certifications: Required - RAMP certification (can be provided by Legends upon hiring, if necessary) Practice safe work habits, follow all safety policies and procedures and regulations, complete company-wide safety training and any additional job specific safety training. Legends is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, or genetic information.

Job Details Entry Guest Services Center - Philadelphia, PA Full Time Non-Exempt High School $15.00 Hourly None Customer ServiceDescription The Guest Services Representative works in a team environment handling inbound and outbound client calls. This involves reserving, moving, rescheduling appointments or otherwise supporting salon/spa client needs, confirming client appointments and increasing salon/spa profit through suggestive selling. Summary of essential job functions: Answer inbound calls for all Spas/Salons and Institutes Deliver any inbound or outbound call scripts as needed. Complete confirmation calls for all Spas/Salons and Institutes Process all inbound gift certificate requests. Update any Client records as needed or as requested by a client. Collect client email addresses for confirmation use and promotional use. Offer any promotions or special events to clients Suggestive selling of services, products or special events Keeps in constant communication with Spas/Salons and Institutes. Performs any other duties requested in order to deliver the highest quality client service possible. Assists in training New Associates. Qualifications 1 year previous customer call center representative experience preferred Outgoing and energetic attitude Effectively manage large amounts of incoming calls Excellent verbal and written communication Good listening skills Multi-tasking ability Excellent problem-solving capabilities Input data quickly Reliable and dependable This position requires sitting at a desk, wearing a headset and inputting information into a computer system. Our mission is to create exceptional experiences through education, wellness and dedication, in our institutes, spas, salons and the beauty industry.

Company Cox Automotive - USA Job Family Group Business Operations Job Profile Business Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation Hourly base pay rate is $17.79 - $26.63/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program. Job Description * Perform sale day administration functions including front counter, collecting & posting payments, customer service, data entry, and filing, etc * Provide quality customer service through face to face and phone support. Answer questions and provide support. * Perform basic data entry into the AS 400 computer system, scan. * Prepare, issue, and send out correspondence, bills, invoices, receipts, checks, or other documents. * Copy data and compile records and reports. Sort and file documents. * Operate office equipment, such as copier, fax machine, scanner, postage machine, etc. * Answer phones, convey messages, and run errands. Greet and assist customers. * Stamp, sort and route incoming mail and FedEx packages and letters. Drop off and pick up mail at the U.S. Post office on a daily basis as needed. * Prepare outgoing mail with sufficient postage and assure daily mail is posted. Prepare FedEx labels via computer and printer. * Assure items mailed are properly packaged, labeled and addressed, and replenish mail machine postage meter as required. * and provide support. * Visibly demonstrate safety commitment by following all safety and health procedures and modeling the behaviors related to such. Actively participate in support of all safety activities aligned with Safety Excellence. * Perform other duties as assigned by management. * May be required to work overtime (more than 40 hours per week) as business needs dictate Qualifications * High School Diploma or equivalent required. * Prior clerical or administrative experience required. * Valid Driver's License and safe driving record required. * Good communication and organizational skills required with strong attention to details. * Basic computer software skills required. * Commitment to providing excellent customer service required. * Must be able to operate adding machines and other office equipment (i.e., copier, fax machine, etc.). * Ability to sit or stand for prolonged periods of time. * Ability to perform repetitive data entry tasks; manual dexterity. * Ability to multitask in very busy and fast paced office environment * Willingness to be a team player and maintain consistent professional customer service. * Must be able to operate a web based phone system, maintaining 80% call answer rate. * Vision abilities required include close, distance and depth perception. Drug Testing To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited. Benefits Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: - Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - Focuses daily on service to sales with existing Merrill clients - Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We'll help you - Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy - Get training and one-on-one coaching from academy managers who are invested in your success - Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide - Develop techniques to confidently engage with clients by telephone - Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to - Providing a world class client experience through point of call account servicing and resolution - Working in a well-compensated, highly collaborative environment - Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: - Is client-focused with a passion for excellence and a positive team attitude - Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment - Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - Is an effective communicator with an aptitude for sales and relationship management - Has strong computer skills - Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication - Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: - Attention to Detail - Critical Thinking - Customer and Client Focus - Oral Communications - Prioritization - Active Listening - Decision Making - Emotional Intelligence - Result Orientation - Written Communications - Account Management - Adaptability - Client Experience Branding - Coaching - Referral Identification **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients. What we Value At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values-Our Partners, Our People, Our Bank, and Our Communities-guide everything we do, from our client interactions to our internal teamwork. We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally. Position summary: The Private Client Associate engages with our clients and supports the planning and advisory team that delivers comprehensive financial plans and wealth management solutions. The Private Client Associate will assist in managing client relationships, work in a collaborative team environment, and contribute to the success of the Meridian Wealth Partners business. The Private Client Associate will deliver exceptional service. Qualifications required: Bachelor's degree in Business or related field; or an equivalent combination of education and work experience Strong computer skills (MS Office, etc.) High degree of attention to detail and ability to multitask Essential functions and responsibilities: Engages with clients responding to inquiries and supporting advisors and planners in delivering quality customer experience. Is the direct liaison for all client related inquires; first point of contact for clients Collaborating with the team to resolve customer service issues Adheres to securities and investment advisor regulatory compliance obligations Generates, prepares and maintains internal client files / accounts; including but not limited to paperwork needs; file structure and investment implementation Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace Communicates and coordinates with teammates within Meridian Wealth Partners and Meridian Bank to achieve goals and objectives of the organization. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. Must obtain current certifications and licenses as deemed necessary Valid driver's license Other duties as assigned Success factors/job competencies: Strong social skills and ability to deliver personalized service to clients Strong problem solving and analytical skills Maintain composure under stress Strong organizational and time management skills Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads Thrive in a collaborative team environment Application Access: Customer Relationship Management 3rd Party Custodian Application Financial Planning Software Investment / Portfolio Applications Microsoft applications Physical demands, work environment and location: 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 necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Work environment: The noise level in this environment is minimal. Location: Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc. Meridian is an Equal Opportunity Employer.

Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies. Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here. Join us and become part of the power behind possible. About The Opportunity Validates specifications, processes orders, prepares correspondence, and fulfills customer needs to ensure satisfaction. Essential Job Functions: The following duties are normal for this position. The incumbent may perform some or all of these duties; however, it is not an exclusive or all-inclusive list. Other duties may be assigned. * Ensures timely order entry and proactively manages order timelines for assigned account(s) * Proactively monitors open orders to advise key stakeholders of possible lead time challenges * Demonstrates knowledge of Menasha's products and capabilities to align with customer's products and objectives * Receives and responds to customer complaints and processes appropriate corrective actions * Monitors product inventory to assure availability for production and/or distribution to customer; works with management to disposition aging inventory * Prepares and reviews required business reports * Supports continuous improvement initiatives Education & Experience Requirements: * High school diploma or equivalent required * Minimum of 2 years of relevant experience preferred * Prior display, graphic, and/or contract packaging industry experience preferred * Experience in ERP platforms and proficiency in Microsoft Excel and SharePoint and SAP preferred Knowledge, Skills & Abilities: * Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department * Familiarity with organization's policies, standards and procedures guiding customer interactions * Knowledge of practices, tools, and techniques for communicating with a customer * Knowledge of and ability to apply the processes, activities and tools associated with managing customer requests Physical Requirements & Work Environment: * Primarily works in an office environment, Philadelphia plant. Two companies, one vision. Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe. Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online. Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability. Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries. Come build an exciting, rewarding career with us, where you'll have opportunities to grow. The possibilities are endless. The power is yours! Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.