(WFH) Customer Support Specialist
Service Representative Job 4 miles from Lewisville
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Representative, Client Svc I
Service Representative Job 14 miles from Lewisville
US-TX-Denton Type: Full-Time # of Openings: 1 TX - Denton-UNorthTexas-MS About the Role
Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.
Your Impact
Main Responsibilities:
- Promptly informs supervisor of potential problems or customer concerns.
- Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
- Strong focus on providing good customer service.
- Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded.
- Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location.
- Attends cross-functional trainings to ensure ability to provide coverage when short-staffed.
- Site responsibility and location of coverage may change based on client and/or division needs.
Mail/Courier Services:
-Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail.
-Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc).
-Researches and routes unidentified and generic mail.
-Receives, logs, delivers and tracks messenger items.
-Responds to customer requests.
-Performs routine upkeep of equipment.
-Records and tracks customer inquiries and fulfillment of requests.
Shipping/Receiving:
-Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments.
-Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures.
-Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory.
About You: The Skills & Expertise You Bring
Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19.
HS Diploma, GED, or equivalent experience required, plus less than one year of related experience.
- Basic computer skills/technical knowledge.
- Ability to multitask and prioritize in order to meet deadlines.
- Good customer service and communication skills.
- Ability to work with minimal supervision.
- Ability to work OT as needed.
- Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises.
- Ability to lift up to 50lbs.
- May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary).
- Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties.
We are providing the anticipated hourly rate for this role: $17.20 - $23.37
Company Overview
About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its
Kyosei
philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ******************************************
Who We Are
Where Talent Fosters Innovation.
Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.
What We Offer
Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.
And Even More Perks!
-Employee referral bonus
-Employee discounts
-Dress for Your Day attire program (casual is welcome, based on your job function)
-Volunteer opportunities to give back to our local community
-Swag! A Canon welcome kit and official merch you cant get anywhere else
Based on weekly patent counts issued by United States Patent and Trademark Office.
All referenced product names, and other marks, are trademarks of their respective owners.
Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon.
#CUSA
Posting Tags
#LI-EF1 #PM19
PIebe95ed0ff9d-26***********6
Participate in Cybersecurity Challenge! Showcase your skills for DoD Job Opportunities!
Service Representative Job 21 miles from Lewisville
Correlation One is hosting the Cyber Sentinel Skills Challenge, a unique, one-day cybersecurity competition sponsored by the U.S. Department of Defense (DoD). Win your share of a $15,000 prize pool, solve fun cybersecurity challenges, and access new job opportunities at the DoD.
This event is designed to help you:
Unlock career opportunities and get on the radar of DoD recruiters
Test your skills and gain experience solving some of the most pressing security threats globally through 20+ Capture the Flag-style simulations
Connect with your peers and build a strong, supportive network of cybersecurity professionals
Competition details:
When: June 14, 2025
Where: Virtual
Duration: 8 hours (11am - 7pm ET)
Cost: Free
Early application deadline: April 8, 2025
Total prize pool: $15,000
Experience required: All levels of cybersecurity are welcome
Challenge categories: Forensics, Malware/ Reverse Engineering, Networking & Reconnaissance, Open-Source Intelligence Gathering (OSINT), Web Security
About you:
You must be a U.S. Citizen or a permanent resident with a valid Green Card.
You must be over the age of 18.
Individuals from all levels of cybersecurity experience, whether you are a seasoned cybersecurity professional or just starting in the field, are welcome to apply.
Customer Relationship Specialist
Service Representative Job 21 miles from Lewisville
Enhance Connections: Customer Relationship Specialist Wanted!
Are you skilled at building strong relationships and ensuring customer satisfaction?
We are seeking a Customer Relationship Specialist to join our team. You'll be responsible for nurturing client relationships and contributing to our company's success.
Responsibilities
Develop and maintain strong relationships with key clients and customers
Serve as the main point of contact for customer inquiries
Identify opportunities to upsell and cross-sell products or services
Coordinate with internal teams to fulfill customer needs
Participate in team workshops and career development initiatives
Monitor customer satisfaction and implement improvement strategies
Qualifications
Excellent communication and interpersonal skills
Proven ability to build and maintain professional relationships
Strong problem-solving and negotiation abilities
Proficiency in CRM software and MS Office Suite
Bachelor's degree in Business, Marketing, or related field
Previous experience in customer relations or account management
Benefits
Career advancement and professional development programs
Collaborative team environment focused on customer success
Access to workshops and continuous learning opportunities
Ready to make an impact as a Customer Relationship Specialist? Apply today!
SBA Servicing Officer
Service Representative Job 21 miles from Lewisville
Responsibilities include performing servicing request and monitoring of existing loans including tickler follow up.
RESPONSIBILITIES
Responsible for conducting post-closing audits to comply with loan authorizations
Ensures financial statements, tax returns, recorded documents, and UCC ticklers are current and properly maintained
Responsible for follow up on delinquent loan accounts
Handles all servicing requests (including, but not limited to: deferments, collateral substitutions, restructures and assumptions) requested by a borrower
Collects and analyzes annual financial information from clients
Monitors loans for possible risk rating changes.
Monitors classified loans on a quarterly basis using Special Attention Credit reports
Follow up for renewal insurance policies
Performs various other duties assigned by the department supervisor
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti-Money Laundering, Code of Conduct, and etc.). Must complete all required training
SKILLS / QUALIFICATIONS
Familiarity with SBA and/or USDA lending
Well-developed written and oral communication skills
Detail oriented, good problem solving and negotiating skills are required to overcome obstacles and drive the closing process to meet deadlines
Ability to read and interpret complex commercial loan documents
Ability to deal effectively and tactfully with all types of customers
EDUCATION / EXPERIENCE
Bachelor's Degree from an accredited 4-year University
3-5 years of commercial/SBA loan related experience
BENEFITS PACKAGE
Medical Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Savings Plan
We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the annual range of $60,000 - $80,000. Annual ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience.
Must be authorized to work in the US.
We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.
Client Service Specialist
Service Representative Job 17 miles from Lewisville
We are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive benefits, including medical/dental/vision insurance and 401(k) matching.
This position requires a high school diploma or equivalent. Prior experience working in an office‐setting is a plus, but not required. Proficiency with Microsoft Outlook is necessary. Experience with other Microsoft Office applications, specifically Word and Excel, is also a plus. This individual will work in conjunction with an experienced Client Service Specialist.
Job responsibilities will include, but are not limited to:
Managing advisors' schedules
Producing and completing payroll, investment account and engagement paperwork
Troubleshooting client payroll issues
Managing client trackers
Answering and directing phone traffic
Providing hospitality services to clients
Cleaning and maintaining the office conference rooms and kitchen area
Managing supply inventory
Performing data entry, filing and scanning, and other administrative duties
ABOUT OUR FIRM:
We are a fee‐only financial planning and accounting firm committed to serving the comprehensive financial needs of our clients. This includes providing personal and business financial consulting, investment, tax preparation, bookkeeping and payroll services. Our firm is growing quickly and building a strong reputation within our niche. Our company fosters a team‐oriented atmosphere and has built a culture that truly makes it a fun and enjoyable place to build a career. We are very excited to welcome our next team member.
Client Service Associate
Service Representative Job 21 miles from Lewisville
ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're seeking a talented Client Service Associate to join their Dallas office.
The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
The Client Service Associate will work on a major project of transferring clients to a new platform.
Client Service Associate Responsibilities, continually expanding and changing:
As a Client Service Associate, you will be responsible for supporting the firm's Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor's client base and have an opportunity to be actively involved in projects as the firm continues to grow.
Partner with Wealth Advisors to service the firm's UHNW Clients.
Interact with the Firm's centralized Operations teams.
Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
Prepare new account paperwork, contracts, and subscription agreements.
Manage the opening and closing of accounts - this includes SMA's and brokerage.
Handle KYC profile and searches.
Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
Assist with presentations and proposals using PowerPoint and Excel.
Analyze and review billing for accuracy.
Prepare performance reports.
Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond.
Key Qualifications:
Client Service Associate Requirements - To qualify, you must possess the following:
Bachelor's Degree is required - Finance or Business preferred.
Minimum of 3 years of UHNW client servicing.
Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.
Client Service Associate Rewards - If you qualify for this opportunity, the Firm offers the below:
Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
Competitive base salary.
Benefits are at an extremely low cost to the employee and their family!
Annual Bonus.
Fraud Call Center Representative
Service Representative Job 39 miles from Lewisville
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.
Fraud Call Center Representative
Onsite San Antonio, TX
$16.75 HR
Great Benefitsand Paid Training!
Summary:
As an onsite Fraud Call Center Representative, you will be responsible for the resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. These individuals work in a fast-paced environment that requires accuracy, use of logic, multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner while delivering a great client experience. They provide seamless service delivery to answer client questions, resolve problems, perform account maintenance, and look for opportunities to deepen relationships through digital solutions.
What you will be doing:
Answer Inbound Calls from customers/clients with questions concerning and/or related to their account.
Respond and identifies client needs and recommends solutions when fraud has been identified by utilizing information learned during training and resources available through people, customer records, and knowledge management systems.
Analyze and identify potential fraudulent situations and suspicious activity through the monitoring of card alerts and fraud prevention reporting.
Process disputes and fraud claims in accordance with client policies and guidelines.
Identifies and escalates through appropriate channels for items requiring risk review, exception handling or further analysis.
Explain complicated topics in a clear and concise manner.
Provide a high level of professional and courteous service using empathy when needed, while conducting account investigations.
Log cases in database detailing actions taken on accounts and conversations with customers.
Adhere to confidentiality requirements and laws to ensure information is disseminated only to authorized individuals.
Other duties and tasks as assigned.
What you get:
Full Time Employment
Hourly Rateof $16.75 starting on day one
This position is full-time (40 hours/week). Employees must be flexible to work any of our 8-hour shift schedules during our business hours.
Business/Operations Hours: Monday Sunday, 24/7
Paid Training
Differential -Shift Differential of $1.50 an hourif working hours between (6:00PM to 6:00AM) Monday - SundayorWeekend shift differential of $1.00 an hour (Saturday - Sunday) between 6am-6pm
Incentive Plan -Provides the opportunity to earn up toan additional $350 a monthcontingent upon meeting all metrics (call quality, attendance, and schedule adherence) after training
Career Growth Opportunities
Great Work Environment
Benefits:
Vacation, Sick Time, and Holiday Pay
Medical, Dental, Vision, Life Insurance, and additional benefits (eligible on day one)
401K
People who succeed in this role have:
The ability to convey complex information in clear and concise terms to ensure customer understanding.
Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients financial lives.
Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
Effective and accurate written and verbal communication skills.
Can navigate multiple computer systems and screens.
You can work in a structured environment for the duration of your allotted, full-time schedule taking high-volume calls from consumers.
Required Qualifications:
Must be at least 18 years of age or older.
Must have a High School Diploma, orequivalent.
Six-month minimum in customer/client service experience.
Must be able to successfully pass a criminal background, credit check, and security fingerprint.
Preferred Qualifications:
1+ years of experience in the banking/financial industry.
Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.
People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded:click here to access or download the form. Complete the form and then email it as an attachment to ********************.You may alsoclick here to access Conduent's ADAAA Accommodation Policy.
At Conduent we value the health and safety of our associates, their families and our community. For US applicants while we DO NOT require vaccination for most of our jobs, we DO require that you provide us with your vaccination status, where legally permissible. Providing this information is a requirement of your employment at Conduent.
RequiredPreferredJob Industries
Other
P&C Insurance Service Specialist
Service Representative Job 21 miles from Lewisville
Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Customer Success Representative Job Responsibilities:
• Answers a high volume of phone calls daily.
• Processes changes to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.
Ideal candidates will possess the following:
• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow-through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.
Customer Service Representative
Service Representative Job 21 miles from Lewisville
In this role you will provide support to customers while delivering excellent Customer Service to promote long-term customer retention. The Customer Service Representative will answer customer questions, explain product and service options, and assist customers with any existing problems. You will also maintain accurate customer records, notating any incidents or upgrades as needed, and provide customer solutions. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely.
Tasks and Responsibilities:
● Support the Customer Service Center by performing tasks assigned by the Customer Success Manager
● Provide first level support to customers
● Resolve issues effectively, escalating as needed
● Greet customers with a professional and welcoming manner
● Speak to as many customers as possible daily
● Monitor and track recurring customer issues
● Update customer accounts
● Offer upgrade paths or new services to new and existing customers
● Support the Customer Success Manager as needed
Requirements:
● Demonstrate experience utilising computers
● Ability to troubleshoot and effectively
● Clear communication with peers
● Must think independently with an attention to detail
● Track and monitor tasks to completion
● Must be team oriented and maintain a professional demeanour at all times
● Enjoy helping and speaking with customers
● Excellent customer service and communication skills
● Must have a collaborative approach and positive attitude
Please submit your to apply!
Client Service Associate
Service Representative Job 34 miles from Lewisville
Job Summary: J. Patterson Group Inc., is a corporation offering investment guidance to high net worth families, retired financial advisors, and trusts through Momentum Independent Network. Help conduct the fluid operation of a wealth management company. As an employee of J. Patterson Group Inc., you will assist with daily business activities and provide exceptional service to clients.
Job Description: Client Services Associate's responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company.
· Draft and send correspondence to clients and home office.
· Document contact with clients.
· Be proactive in supporting investment adviser representative with high priority projects.
· Provide clients with timely attentive service.
· Respond to client requests and provide information as needed.
· Update and maintain client management system.
· Track and confirm client and investment adviser representative requests have been completed.
· Maintain company website.
· Update and submit marketing materials to compliance for approval.
· Schedule appointments and prepare agenda for client meetings.
· Communicate with home office on business matters.
· Capture meeting notes and prepare meeting summary.
· Coordinate information received when onboarding new client.
· Develop and suggest process improvements to increase firm efficiency.
Skills and Education: Highly motivated individual that displays professionalism, excellent attention to detail, and will take ownership of their operational responsibilities.
· Genuine interest in serving and caring for other people.
· Excellent attention to detail and ability to work in fast paced environment.
· Strong interpersonal communication skills with clients and staff.
· Strong problem-solving, decision making, and analytical skills.
· Excellent organizational, grammatical, and time-management skills.
· Proficient computer skills (Word, Excel, PowerPoint, and email)
· Ability to handle multiple tasks in a day, prioritize, and meet tight deadlines.
· Excellent positive attitude and polite phone etiquette.
· Finance background is preferred.
· High school degree or higher.
Environment: Executive office in Mansfield Texas.
Customer Service & Operations Lead (25-71282)
Service Representative Job 17 miles from Lewisville
We are seeking an experienced Customer Service & Operations Lead to join our team in Plano, TX. The ideal candidate will have a strong background in customer service and operations, with proven leadership experience in managing teams, handling escalations, and driving key performance indicators (KPIs).
Key Responsibilities:
Lead and oversee customer service and operations teams, ensuring efficient service delivery.
Manage KPIs, customer escalations, and operational performance metrics to drive service excellence.
Provide leadership and act as a key resource for employees, ensuring smooth workflow and team collaboration.
Utilize Excel for reporting and data analysis to optimize operations and service strategies.
Work in a fast-paced environment, making strategic decisions to enhance customer satisfaction and operational efficiency.
Support weekend on-call coverage (2 weekends per month) to ensure business continuity.
Collaborate with internal teams and stakeholders to improve processes and service quality.
Required Qualifications:
High School Diploma (HSD) OR Bachelor's degree + 7 years of experience in customer service and operations.
Proven leadership experience in a supervisory, management, or lead role (e.g., Store Manager in Telecom/Retail, Service Operations Lead, or Technical Support Manager).
Strong background in managing customer escalations and KPIs in a service-driven environment.
Proficiency in Excel for data reporting and analysis.
Weekend availability (2 per month for remote and on-call support).
The hourly range for roles of this nature are $30.00 to $35.00/hr. Rates are heavily dependent on skills, experience, location, and industry.
Food Manufacturing Customer Service Coordinator, Bilingual
Service Representative Job 21 miles from Lewisville
FOOD MANUFACTURING CUSTOMER SERVICE COORDINATOR, BI-LINGUAL
Cacique is the #1 brand of authentic Mexican-style cheeses, cremas, chorizos and salsas in the United States. With a leadership position among the Hispanic population nationwide and over 13 years of consecutive revenue growth, Cacique is poised for continued growth and expansion.
Cacique was founded in 1973 upon the four core values of Family, Quality, Integrity, and Authenticity, and these values continue to provide the foundation for our success and how we work. We look to hire future teammates who embody these values, and who are innovative, resourceful, determined, and catalysts of change. As a dedicated, family-owned company, Cacique offers a rewarding environment in which to thrive and grow your career.
SUMMARY:
The Customer Service Coordinator role is part of the logistics team and will be responsible for working with customers and carriers on ensuring proper delivery of product and answering and questions or concerns from customers, vendors, and consumers. The role requires attention to detail and being able to problem solve with different Departments to ensure customer satisfaction.
DUTIES AND RESPONSIBILITIES:
Processing Orders/ Order Revisions: Managing and processing customer orders accurately and timely. Coordinating with the cross-functional teams to ensure customer requirements are met.
Daily Customer Interactions- Resolving Inquiries around orders and product availability: Addressing customer inquiries and concerns via phone, email, or chat, and providing information about products, services, and company policies.
Handling Complaints: Managing and resolving customer complaints efficiently, including product issues, delivery problems, and service discrepancies.
Sales Support: Assisting the sales team by providing customer feedback, managing accounts, and supporting promotional activities.
Logistics Coordination: Working with the logistics team to ensure the timely and accurate delivery of products and communicating any delays or issues to customers.
Documentation and Reporting: Maintaining detailed records of customer interactions, orders, and complaints, and generating reports to help improve customer service processes.
Quality Assurance: Coordinating with the quality assurance team to address any product quality issues reported by customers.
Cross Function Collaboration: Working with various departments such as production, logistics, and quality control to ensure customer satisfaction and address any issues that may arise.
QUALIFICATIONS:
Bi-Lingual (Spanish) Required
Food Manufacturing Required
Bachelor's Degree Preferred
5 + years of Customer Service experience
Experience as a customer Account Manager
Experiencer supporting and communicating cross-functionally.
Experienced in documentation of all customer interactions but especially complaints.
Experience with PO's & invoicing PO's.
Proficient in excel, ERP's, and complaints platform, D365 preferred
Experience with B2B or B2B & B2C clients preferred
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.
Sales Service Representative
Service Representative Job 21 miles from Lewisville
As a sales representative, you will source and close attractive opportunities in large, growing end markets, including (but not limited to) Healthcare, Education, Government, Infrastructure, Technology, and Real Estate. You will leverage your expertise and skillsets to cultivate valuable business partnerships across a variety of customer personas, including facility managers, property managers, regional and local executives, procurement managers, and other customers that procure fire and life safety services. Further, you will actively identify and capitalize on opportunities that align with National Fire & Safety's business objectives to yield impactful results.
Supervisory Responsibilities
· None
Major Tasks and Responsibilities
· Responsible for achieving sales objectives (clearly defined in an annual “quota”) within assigned geographies for NFS' fire sprinkler business
Required Skills and Abilities
· Ability to effectively prospect new customers, cultivate relationships, and close business through strong communication skills, a professional attitude, and rigorous focus and prioritization of daily and weekly sales activities (e.g., calls, emails, appointments)
· Meet with new and existing clients to build and enhance relationships, negotiate proposals, and close deals
· Partner with Sales Managers and Regional Vice Presidents to develop sales strategies, negotiate contracts, and execute pricing strategies to develop and maintain new and existing business
· Contribute to the development of marketing and advertising materials as well as pricing and distribution strategies for the region
· Ability to network and collaborate with professionals across various industries to drive customer acquisition
· Collaborate with other sales team members in your region and nationally, leveraging best practices and working together to achieve company objectives
· Ensure sales activities align with our business objectives, including developing long-term, profitable partnerships with our customers
· Responsible for administering, communicating, and complying with all company policies and procedures, whether formally or informally communicated
Required Qualifications - Education and Experience:
·
Excellent work ethic and discipline
·
Ability to overcome customer rejection and possession of a high degree of resilience
·
Proven time management skills, communication skills, ability to follow up and close, prioritization, and delivery against deadlines
·
Able to create and develop solutions and service offerings to meet customer needs while meeting corporate objectives and goals
·
Comfortable working in teams, experienced at priority management and success selling at various customer levels
·
Driver license with clean MVR
·
Strong knowledge of MS Office software
Preferred Qualifications - Education and Experience
·
Experience selling, designing, or project managing Fire sprinkler, Fire Alarm, or Security work in the United States
·
NICET certification or other FLS license
Job Environment Requirements:
·
Prolonged periods of sitting at a desk and working on a computer
·
This role will require you to report to the office and there will not be the opportunity to work remotely
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EOE M/F/Vet/Disability /Sexual Orientation/Gender Identity
Customer Service Representative
Service Representative Job 21 miles from Lewisville
We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism.
Customer Service Specialist Qualifications:
· Superior verbal & written communication skill-sets
· Work with a sense of urgency; demonstrate timely and thoroughly execution
· Upbeat & outgoing mindset with positive energy
· Interacts successfully with individuals and also teams
· Maintains fruitful customer connections
· Prior customer service or sales experience
· Interacts successfully along with all amounts of management as well as staff members
· Ability to work effectively independently and within a team to perform all tasks as assigned
· High school diploma or equivalent
· 1 year prior sales coordination or customer support experience
· Prior SAP experience is a plus
· Flexible with an ability to handle multiple tasks when priorities shift
· Must be available to work on-site in Dallas, TX
Customer Service Specialist Tasks & Duties
· Processes new orders based on customer requests.
· Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability.
· Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies.
· Provide sales support
· Demonstrate solid troubleshooting skills when issues arise
· Respond to customer questions
· Maintain a reliable working knowledge of customer information
· Effectively handle a number of competing priorities.
· Handle customer inquiries, complaints, and escalations in a professional manner
· Maintain accurate and detailed records of customer interactions
· Other duties as assigned to meet operational needs
Benefits:
· Standard starting compensation is commensurate with experience
· Regular performance reviews
· Training, networking and development opportunities
· Flexible scheduling
To begin the application process, please submit your resumé.
Event Services Specialist - Meeting Management
Service Representative Job 13 miles from Lewisville
We are seeking an organized and detail-oriented Event Services Specialist - Meeting Management to join our organization. In this role, you will play a crucial part in providing logistical, promotional, technical, and administrative services and support for events, meetings and/or conferences, for internal and/or external clients. The candidate must know how to build a registration event from start to finish using the Certain software.
You will work closely with both internal teams and external partners to ensure that all aspects of event logistics run smoothly. Your exceptional communication skills and ability to adapt to changing circumstances will be vital in meeting timelines for events of varying scales. In addition, you will be responsible for coordinating specific services for events to include, but not limited to, event registration site development, management, and training; accommodations; travel and transportation arrangements; facilities; catering; social, visual, and/or print media; special needs requirements; setup, installation, arrangement and/or operation of audio-visual electronic equipment (e.g., computers, microphones, speakers, projectors, podiums, etc.). If you thrive in a dynamic environment and possess a strong understanding of how to create meaningful experiences for participants, we invite you to apply and join our dedicated team. This position reports to the Manager of Events Services.
Customer Support Agent
Service Representative Job 27 miles from Lewisville
*Local United States Applicants Only*
Ready to
hear
about your next big opportunity? Join hear.com and help people turn up the volume on life all from the comfort of your home! #HearYourFuture
Do you think 9-5 jobs areboring? Do you hate stuffy corporate work culture? Cool, us too. We're seeking enthusiastic Customer Support Agent to join our team and help us transform the lives of our customers!
What you'll do on the daily
Change lives! You know, superhero stuff You'll receive in-depth training from day one, giving you the knowledge needed to be successful (and earn commission!) from the start.
Provide excellent customer service during each call with customers
Contribute towards successful achievement of customer service KPIs (i.e. call time, first call resolution, customer retention and customer satisfaction)
Handle high call volume - Inbound, Outbound, Email/Chat support
Help improve our customer service by providing feedback regarding recurring customer issues to further improve our service
Develop individual based solutions on the requirements of the customer
Be able to act as the liaison between customers, Partner's, and Sales Consultants
Communicate with team to ensure a smooth experience for our customers
Provide knowledge and in-depth advice for hearing loss
What you'll need
So, you're an ambitious go-getter with a winner's mentality mediocrity isn't in your DNA. But what else sets you apart from the rest?
Great Empathy & Customer-Centric Mindset: A natural ability to understand and connect with customers. You genuinely care about customers and focus on providing the best solutions, knowing that success follows.
Growth Mindset: Strong work ethic and desire to learn, adapt, and improve. You're not intimidated by learning new systems/technology we work with Salesforce, Twilio, along with Zoom, Outlook and Chrome.
Reliable Network Connectivity: You must be able to hardwire to your home network and your download speed must be above 100Mbps and upload speed above 20Mbps. We'll provide the necessary equipment (laptop, monitor, keyboard, mouse, ethernet cable, etc.).
What we offer
So, you're getting a cool company culture and changing lives, but we also know you need other important things, because #adulting Here's the deal:
Remote, Full-Time Schedule: Your schedule will be an 8-hour shift with 1 hour lunch between the hours of 8AM 8PM in your local time zone including rotating Saturdays. Schedules are subject to change.
Competitive Compensation: Guaranteed base rate of $23 per hour plus commissions Performance-based, $300$600 per month
Benefits Package: Full medical, dental, vision, 401K, paid parental leave, open paid time off (PTO) policy , and paid sick time and paid company holidays.
Unique Culture:We are a close-knit team that values ownership, collaboration, and solution-oriented thinking. Our goal and performance driven environment, strengthens our bonds and drives our innovation and successful growth together.
More Fun Stuff:
Company sponsored clubs, events, and so much more
Who is hear.com?
We are the fastest-growing hearing care company globally Since 2012, we've redefined hearing care with our unique digital business model. We're proud to be a profitable global health-technology leader with a mission to help everyone hear well to live well. With over 1,100 team members in 7 international locations, we've transformed the lives of hundreds of thousands of customers. We're shaping the future of hearing care , and every day our team helps customers improve their quality of life through better hearing. Join us in creating a world where everyone can "Hear Well to Live Well. "We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Employment with hear.com is at-will, meaning that either you or the company may terminate employment at any time, for any reason, with or without notice or cause, as permitted by law. This is a year-round hiring position, and applications are continuously accepted.
Required qualifications:
Legally authorized to work in the United States
Preferred qualifications:
18 years or older
Customer Service Representative
Service Representative Job 32 miles from Lewisville
The Customer Service Representative (CSR) functions as the liaison between Mauser Corporation and its customers. Handles all customer orders from order entry through shipment of orders. The CSR acts as the first point of contact for the customer at their respective plant and helps customers with all questions and concerns that arise.
Responsibilities:
Establish relationships with customers by communicating and resolving issues.
Responsible for order entry and/or maintenance for assigned accounts.
Review plant delivery schedules versus requested dates and resolves any conflicts. Tracks and communicates any changes and potential service issues to the customer.
Communicate order confirmations, changes and cancellations to both customers and internal Mauser team members.
Inform sales and operations of any unresolved service issues; Recommends corrective action to customer issues as necessary.
Reviews orders after shipment for billing accuracy and any quantity item errors.
Manages the issuing of credits, return authorizations and pallet returns.
Reviews inventory usage on stocked items, identifies and communicates items that have not tracked to plan.
Ensures that any customer complaints have been resolved in a satisfactory manner obtaining guidance/approval from supervisor when necessary.
Communicates with Planners, Sales Representatives, Pricing team and Plant Management as needed.
Prepares necessary reports for Plant Management and customers such as inventory and open order reports and tracks shipments associated with invoices
Processes plant claims which include any deductions for shortages, quality issues and any miscellaneous items.
Files any customer paperwork such as shipping documentation or customer orders in a timely fashion.
Performs other duties as assigned.
Requirements:
Associate or bachelor's degree preferred but not required
Manufacturing experience strongly preferred
2+ years customer service experience required
Microsoft Office Suite - basic to above-average computer skills including Excel
CRM experience preferred
Ability to perform basic quantitative skills required,
Ability to work with all areas of the business including plant and sales personnel.
Professional verbal and written communication
Strong customer service advocacy and problem-solving skills
Member Service Representative
Service Representative Job 21 miles from Lewisville
Our Banking client in Dallas, TX is looking to hire a Member Services Representative on a direct hire basis.
Company Profile:
Well established credit union
Friendly staff and happy work environment
Member Services Representative:
Open, Close and Maintain member accounts
Refer loan products
Assist members with bookkeeping and checking account issues
Educate members on applicable products to enhance their banking experience
Reset mobile application and website logins
Help with bill payer questions and troubleshoot basic website issues
Responsible for handling customer inquiries via email and chat
Responsible for maintaining a high level of professionalism, dependability, availability and flexibility
Member Services Representative Profile:
Bachelors degree highly preferred
2+ years of customer service/ call center experience
Financial institution experience preferred
MUST have an acceptable Credit Report
Professional phone presence
Strong MS Office Skills (Word, Excel, Outlook)
Features and Benefits of Client:
Medical/Dental/ Vision- 100% covered by employer
Casual Fridays
401K with match
12 paid holidays
PTO
Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Medical Billing/AR Representative
Service Representative Job 33 miles from Lewisville
Our client is a large-scale healthcare provider. They have over 4 decades of experience providing pharmacy, clinical, and nonclinical care to patients both at home and throughout their community. They focus on quality, innovation, and improving their community as a whole. They are hiring a Medical Billing/AR Representative to support the full accounts receivable cycle.
The Medical Billing/AR Representative will be responsible for the overall day to day functions of the AR process including cash management, collections, insurance claims, and disputes. Their focus will support overall company initiatives including cost savings and collaboration.
This Role Offers:
3-month contract to hire role with competitive hourly wage.
Company with strong financial standing - parent company over many services and brands.
Over 40+ years of experience and proven industry success.
Company on the cutting edge of healthcare technology innovation.
Massive customer base and a nationwide reputation and presence.
High employee tenure with low red tape culture. They hire professionals and trust their expertise, giving them room to make tangible impacts.
Focus:
Manage the full AR cycle, managing a high volume of collections and invoicing.
Negotiate payment arrangements, send past-due statements, and generate process activities.
Work with insurance companies to file appeals to guarantee max reimbursement.
Be point of contact and subject matter expert for financial reporting and compliance.
Document all AR processes.
Research and resolve explanation of benefits.
Assist team in performing month-end close, general ledger reconciliation, and general bookkeeping duties.
Resolve invoice disputes and other billing inquiries from customers.
Assist with administrative and clerical tasks that support internal accounting, reporting, and reconciliations.
Ensure adherence to HIPAA best practices, government regulations, and proper tax procedure nationally.
Skill Sets:
2+ years of experience in full cycle accounts receivable and insurance collections.
High school diploma required. Higher education strongly preferred.
Experience resolving remits and collaborating with insurance companies to file appeals for claims.
Strong documenting and reporting experience with incredible attention to detail.
Strong understanding of HIPAA policies and regulations.
Quick learner and ability to work in a fast-paced environment.
Strong communication skills and ability to develop creative solutions to business challenges.
About Blue Signal:
Blue Signal is a leading executive search firm specializing in healthcare recruiting. Our healthcare recruiters have expertise in placing high-performing talent in healthcare IT, medical devices, biotechnology, pharmaceuticals, etc. Learn more at bit.ly/3G5DbWr