Specialist Jobs in New Castle, NY

Our client is a nationally recognized law firm specializing in complex litigation, including mass tort, class actions, and commercial disputes. We are dedicated to advocating for our clients and achieving impactful legal results. We are seeking a Client Relations Specialist to join our team and serve as a key liaison between the firm and its clients. This individual will play a crucial role in maintaining strong client relationships, ensuring seamless communication, and enhancing the client experience. The ideal candidate is professional, empathetic, and highly organized, with a passion for delivering exceptional service in a legal environment. Key Responsibilities: Serve as the primary point of contact for clients, addressing inquiries, providing case updates, and ensuring clear communication. Assist clients in understanding legal processes and timelines, maintaining transparency and trust. Collaborate with attorneys and legal teams to relay client concerns and facilitate efficient case management. Maintain and update client records in the firm's CRM or case management system. Handle client intake, including gathering necessary documentation and verifying case eligibility. Proactively follow up with clients regarding case developments, deadlines, and required actions. Support client engagement efforts, including satisfaction surveys and feedback initiatives. Assist with conflict resolution by addressing client concerns and escalating issues when necessary. Ensure confidentiality and compliance with legal and ethical standards when handling client information. Qualifications: Bachelor's degree preferred, or equivalent experience in client relations, customer service, or legal support. Prior experience in a law firm, legal services, or professional client relations role is highly desirable. Strong interpersonal and communication skills, with the ability to build rapport and handle sensitive client matters with discretion. Detail-oriented and highly organized, with the ability to multitask in a fast-paced environment. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and case management software. Ability to work both independently and collaboratively with legal teams. Bilingual candidates are a plus, but not required.

My client is a fast-growing quantitative investment manager in New York, recognized as one of the top emerging firms in the space. They are seeking exceptional talent to join a dynamic team focused on solving complex challenges and uncovering new opportunities. With a collaborative culture and a relentless drive for innovation, they offer a unique environment for top minds to thrive. Job Title: Trade Operations Associate Job Description: The Team Trade Operations sits between Trading, Finance, and Engineering, supervising trading and allocations, monitoring the portfolios, and triaging time-sensitive issues. We concurrently evaluate and implement improvements and additions to processes and systems. The Role The role blends ownership of daily workflows with considerable latitude to enhance them. You will start by learning our systems and becoming a domain expert on all matters related to the T and T +1 trade workflow. If successful, you will execute critical projects as we scale our infrastructure. Daily Responsibilities • Monitor progression of live orders, and ensure accuracy of EMS/PMS throughout trading sessions. • Assess order impact on portfolio metrics/risk, and allocate orders among clearing brokers to optimize margin. Identify favorable offsets. • Reconcile trades, positions, PnL, commissions and stock borrow. Resolve systemic issues and non-routine breaks with counterparties. • Identify upcoming corporate actions and trading restrictions and their ramifications. • Conduct ad-hoc analysis, e.g., trading hours by security, broker algos, value of exchange seats, etc. • Assess and hedge portfolio FX exposure. • Understand, track and ensure timeliness of margin-related movements. Projects • Automate any and all of the above to the fullest extent possible without sacrificing efficacy and reliability. • Constantly vet and integrate new tooling. Contemporaneously appraise what we already use. • Shape how we ingest, store, and interface with data. • Onboard new brokers and securities, and contribute to the launch of new strategies. Experience and Skills • Bachelors in CS, Econ, or Math from a top-tier school. • Proficient in Python. Bash, Git, and VBA experience preferred. • 1-3 years of relevant experience at a systematic/quant shop preferred. Intangibles • Extremely reliable and responsible. • Comfortable working under pressure. • Excellent written and verbal communicator. Receptive to direct feedback. • Eager to learn and contribute meaningfully. • Passionate about engineering and automation

NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Billing Operations Specialist to join our team in their Greenwich, CT office. Based in our Greenwich, CT office, the Billing Operations Specialist is responsible for NCAM operational billing and financial reporting functions. This role will report directly to the Senior Vice President of Business and Operations risk and work closely with the operations team. Primary responsibilities include running quarterly client billing, running monthly close process and the management of all accounting activities. The scope of financial reporting activities includes but will not be limited to, accounts receivable, accounts payable, corporate account reconciliations, employee expense reimbursements, etc. The role is also responsible for delivering timely reporting packages to the firm's parent company, responding to all requests and inquiries, and supporting reporting requirements and deadlines while complying with GAAP, Sarbanes-Oxley, and other regulatory requirements. The ideal candidate is an organized, detail-oriented person with command of all responsibilities required of a midsize organization's accounting function. A hands-on approach to management and desire to work in a growth-oriented environment is crucial to this role's success. This individual must be capable of managing the financial implications of change and ambiguity and have an ability to communicate effectively with people at all levels of the organization. PRIMARY RESPONSIBILITIES Receivables: Run quarterly client billing process (electronic and paper) for private clients and platforms, sending invoices. Manage and report on collections, late payments and rebates. Manage client checks: send to headquarters, confirm by email, and document amount. Client billing and fee cross checks across different custodians Payables: Send vendor invoices to headquarters for payment. Manage referral fees paid to custodians, and document amount. Assist in the quarterly sales commission process. Oversee quarterly month-end close process and all related activities. Approves employee expense reports (Concur), and corporate card expenses (Amex) Reporting and Audits Manage reporting to firm leadership and parent company. AUM Scorecard, clarity monthly revenue (profit sheet), Envestnet, etc. Fidelity statement Manage internal control infrastructure to ensure compliance with Sarbanes-Oxley (includes monitoring the operational effectiveness of existing internal controls as well as designing and implementing new internal controls when needed) Manage relationship with parent company finance department, internal audit function, external auditors, insurance brokers, handle all billing audit requests. Ensure conformance with and adherence to all regulatory guidance and internal policies and procedures. PREFFERED SKILLS AND EXPERIENCE: A positive attitude and high energy level Proactive communication and follow-up. Bachelor's degree in accounting or finance experience, preferably in audit, corporate accounting or financial reporting. Excellent verbal and written communication skills Mastery of Microsoft Excel Impeccable attention to detail Experience in financial services industry a plus ADDITIONAL ROLE INFORMATION • Job Type: Full-Time • Compensation Structure: Base Salary + Bonus • Reports to: Senior Vice President, Business & Operations Risk • Location: Greenwich, CT • Monday to Friday in office 8am to 5pm

The Department is responsible for overall process handling with Client request and resolving issues as well as coordinating with vendors designated to provide LMD Service to Customers. RESPONSIBILITIES Monthly Closing Procedures: Prepare and finalize data for monthly closing files, ensuring accuracy and completeness in the billing templates. Accounts Payable and Receivable Management: Generate all AP and AR in the GSI system to ensure proper revenue recognition and expense tracking. Invoice Management with Service Providers: Collaborate with service providers to obtain accurate accounts payable details, ensuring timely receipt of invoices and effective follow-up on outstanding items. Billing Coordination: Follow up on any required billings related to incurred expenses and coordinate with clients to ensure timely invoicing based on agreed terms. Audit Collaboration: Work closely with the audit team to review discrepancies in billing, facilitating the re-invoicing process as necessary to resolve issues. Communication with Finance Team: Maintain clear communication with the finance team regarding receivables management and ensure timely follow-up on accounts payable disbursements. Cumulative Closing Management and Profit/Loss Oversight: Manage cumulative closing processes and monitor profit and loss statements to ensure financial accuracy. Expense Billing Coordination: Discuss and arrange billing methodologies when expense categories differ, ensuring compliance with company policies and client agreements. Financial Reporting: Assist in the preparation of financial reports and analyses to provide insights into company performance, aiding in strategic decision-making. Stakeholder Engagement: Serve as a point of contact for internal and external stakeholders regarding financial inquiries, ensuring clarity and professionalism in all communications. Process Improvement Initiatives: Identify areas for process improvement within the accounting functions and implement solutions to enhance efficiency and accuracy. REQUIREMENTS Bachelor's degree in Logistics or related field is preferred Bilingual in Korean and English is required Excellent communication and interpersonal skills Previous customer service experience High proficient in Microsoft Office, specifically Excel, PowerPoint Roll-up your sleeves attitude

Join our Team as a Franchise Development Operation Specialist! Employment Type: Full Time Department: Franchise Development Who We Are At Grand BK, the procurement powerhouse behind H Mart, we're not just moving products-we're building connections through food. As the largest Korean logistics and distribution company on the East Coast, we bring top-quality meat, seafood, grains, and nuts to H Mart across the U.S., helping families and communities feel at home, no matter where they're from. We believe food is more than just sustenance-it's culture, comfort, and a way to bring people together. If you come from an Asian heritage, we ensure you have everything you need to provide for your family and celebrate your traditions with pride. If you're new to Asian culture, we welcome you with open arms, sharing rich stories, customs, and warmth that enrich every step of your journey, both personally and professionally. As we continue to expand, we're looking for passionate individuals to join our team and be part of this journey. If you're ready to grow with us and make an impact, we'd love to hear from you! The Role The Franchise Development Specialist plays a critical role in overseeing and optimizing the operational performance of franchise stores. This position is responsible for ensuring consistency in operational standards, driving efficiency improvements, and implementing best practices across all locations. By closely monitoring day-to-day operations, analyzing key performance metrics, and leading process improvement initiatives, this role enhances overall business performance and franchisee success. 1. Overall Operational Management Monitor the operational status of franchise stores and promptly address issues that arise in day-to-day operations Ensure consistent application of the company's operational standards and procedures across all franchise locations 2. Operational Improvement and Optimization Analyze operational processes in franchise stores and propose optimization strategies to enhance efficiency Monitor operational performance metrics and identify areas for improvement based on data analysis 3. Process Development and Standardization Lead the standardization of operational procedures and support their effective implementation across all franchise stores Provide training and support for the successful adoption of new operational systems and procedures 4. Project Leadership Plan and manage key operational projects, including new store openings, system rollouts, and other major initiatives Collaborate with cross-functional teams to achieve project goals 5. Training and Support Develop and deliver training programs to enhance the operational skills of franchise store staff Provide ongoing support to maintain consistency and quality in franchise operations Qualifications & Requirements Education: Bachelor's degree in Business Administration, Hospitality and Resort Management, or a related field preferred Experience: 3-5 years of experience in operations or project management in the F&B industry preferred. Deep understanding of operational processes and best practices in the F&B industry Proficiency in operations management software and tools Excellent leadership, communication, and problem-solving skills Ability to manage multiple projects simultaneously and meet deadlines. Why You'll Love It Here At Grand BK, we don't just work-we thrive. Here's what makes our team special: ✅ Competitive Pay ✅ Comprehensive Benefits - Medical, Dental, and Vision insurance options ✅ Company-Provided Life Insurance ✅ 401K Retirement Savings Plan ✅ Paid Time Off & Company Holidays ✅ Exclusive Access to Company Resorts ✅ Daily Lunch & Snacks ✅ Exciting Company Events - Ski trips, concerts, BBQ parties, year-end celebrations & more! Come As You Are At Grand BK, we believe that diversity makes us stronger. We welcome applicants from all walks of life and are proud to be an Equal Employment Opportunity employer. We consider all qualified candidates, regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage people from all backgrounds to apply-including those who may not have had traditional access to opportunities in our industry. Everyone deserves a chance to shine!

We are partnered with a leading financial services company that provides custom lending solutions to small businesses. Built on a foundation of integrity and impactful partnerships, they provide critical financial support to SMBs, offering unique lending solutions that thrive in market turbulence. As they continue to scale, they are seeking a Financial Operations Analyst to support underwriting, financial analysis, and process optimization in a high-growth environment. Three Awesome Reasons to Work Here: High-Impact Role Work directly with finance and underwriting teams to drive operational efficiency and ensure high-quality transactions. Career Growth Gain hands-on experience with deal structuring, risk analysis, and financial operations, with clear advancement opportunities. Entrepreneurial Environment Join a fast-moving company that values innovation, efficiency, and results-driven solutions. What You'll Be Doing: Assist in underwriting high-value small business transactions, including financial analysis, risk assessment, and merchant interviews. Collaborate with pricing teams and underwriters to structure competitive and profitable deals. Analyze financial statements and business performance to support credit decisions. Identify inefficiencies in financial operations and recommend process improvements. Work closely with business development, finance, and risk teams to ensure smooth transaction execution. Maintain financial records and ensure compliance with lending policies and industry regulations. What You Bring: Bachelor's degree in Finance, Accounting, Business, or a related field. 1-3 years of experience in financial analysis, operations, and/or lending. Strong analytical skills with the ability to interpret financial data and assess risk. Proficiency in Excel, financial modeling, and business intelligence tools. What's In It for You: Competitive Salary $60,000 $80, 000 base + performance-based bonuses. Fast-Paced Career Growth Exposure to high-value transactions and underwriting, with clear advancement opportunities. Entrepreneurial Team Culture Work alongside top professionals in small business finance and make an impact.

We are currently seeking a B2B Product Sales Specialist to work within a company located in Westchester, NY. Interested candidate MUST have product sales experience. Responsibilities include: Answer customer service call queue. Open/maintain customer records by adding/updating account information. Respond to order related inquiries and status updates. Use automated information systems to analyze the customer's situation. Attract potential customers by answering product and service questions, suggesting information about other products and services. Provide verbal and/or written quotations to customers. Attract potential customers by answering product and service questions, suggesting information about other products and services. Handle customer escalations. Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Participate in outbound call marketing campaigns as assigned. Required to substitute in the Order Entry Department when needed. Required Education/Experience: Minimum of a 2-Year College Degree with 2 + years relevant experience in product sales 2+ years' experience in b2b product sales (branding, hospitality and promotional advertising industry would be preferable) A background in executing production orders and customer delivery, preferably with domestic and international manufacturers. Communications skills to coordinate and direct scheduling of multiple product orders. Proficient in Excel, Word, and Outlook Able to grasp and pick-up on new proprietary software, CRM, mail-merge procedures, and generally be tech savvy (at least well up-to-date and comfortable with the PC platform). COMPANY OVERVIEW We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

SAP Functional Specialist, IBM Corporation, Armonk, NY and various unanticipated client sites throughout the US (Up to 60% telecommuting permitted): Design documents, establish specific solutions, and lead the efforts including configuration, customizing, and testing to meet client's requirements. Document functional specifications, configuration details based and customize SAP settings to meet requirements related to time booking, expense management, and financial postings. Provide end-to-end support to the client's SAP landscape, including production and non-production systems. Collaborate with technical consultants to design and implement seamless integration between SAP ECC - Concur Expense, SAP ECC - Time to identify and resolve technical issues and integration challenges. Monitor changes in tax regulations, accounting standards, and other compliance factors that may impact functional processes. Provide inputs for planning and implementation of system enhancements during the production support. Estimate the level of effort required for functional requirements, client meetings, system configuration, unit testing, integration, regression testing, and quality review and support process aspects of the objects. Support mobile applications for business processes including time, expense, and Human Resources. Configure new and complex high-quality solutions (SAP) to clients by integrating with other modules of SAP. Maintain comprehensive documentation of the configured solutions, integration points, and any customizations made during the implementation. Design test scripts with all possible test scenarios that are critical to ensure the best quality product is developed and delivered to client. Design and develop modular and integration test scripts in ALM (Application Life Cycle Management) and conduct thorough testing of the configured solution, including unit testing, integration testing, and user acceptance testing to ensure seamless data flow and process synchronization across the integrated environment. Identify existing business processes, pain points, and areas for improvement by proposing enhancements to optimize system efficiency and user experience. Utilize: SAP Concur, SAP Time and Travel Management Expense, SAP FI Module, SAP S/4HANA Financial Accounting, SAP HR, SAP ERP Central Component (SAP ECC), and SAP Interfaces. Required: Bachelor's degree or equivalent (employer will accept Associates degree plus two (2) years of IT experience in lieu of a Bachelor's degree) and two (2) years of experience as a SAP Consultant or related. Two (2) years of experience must include utilizing SAP Concur, SAP Time and Travel Management Expense, SAP FI Module, SAP S/4HANA Financial Accounting, SAP HR, SAP ECC, and SAP Interfaces. $128939 to $155000 year. Please send resumes to ********************. Applicants must reference SN124 in the subject line. JobiqoTJN. Keywords: SAP Specialist, Location: Armonk, NY - 10504

Employer Description Our Company Founded in 1956, Williams-Sonoma, Inc. is the premier specialty retailer of high-quality products for the kitchen and home in the United States. Our family of brands are Williams Sonoma, Williams Sonoma Home, Pottery Barn, Pottery Barn teen, pottery barn kids, Rejuvenation, Mark & Graham, west elm, or Outward. These brands are among the best known and most respected in the industry. We offer beautifully-designed, stylish and functional products for every area of the home, including the kitchen, living room, bedroom, home office, closet, laundry room and even outdoor spaces. We've seen some big changes since our first brick-and-mortar store opened more than half of a century ago. What hasn't changed is our passion for high-quality products, functional design, outstanding customer service, and enhancing the lives of our customers and the communities where we operate. Today, we're a multi-brand, multi-channel, global enterprise supported by state-of-the-art technology and some of the most talented teams in retailing - and we're always looking for new energy and ideas. We hope you're interested in building a home with us. Even if you don't feel that you meet every requirement listed in this job description, we still encourage you to apply. About the Team Our mission is to enhance the quality of our customers' lives at home. We put the customer at the center of everything we do, every day. Our corporate values that guide our actions and decisions are our People First culture, customers, quality, shareholders, integrity, and corporate responsibility. Overview of the Design Studio Specialist role You will inspire customers to express themselves in their home. You will bring the shopping experience to a seamless close as you assist customers and complete sales at the cash wrap. You will promote continued customer engagement and give customers a reason to stay connected with our Brand. Responsibilities · Utilize design expertise to assist clients in one on one consultations in the store and in-home regarding the design of their living spaces to drive store sales · Perform productive in-home consultations including the ability to accurately measure and assess the client's living space · Create and present design plans based on client's needs, style, preferences and living space · Maintain knowledge of current sales and promotions in order to achieve and exceed established sales and productivity goals · Utilizing exemplary World class service standards assist customers with special services including: gift wrap, gift registry, locating merchandise, catalog/internet orders, special orders, back orders, charge sends, courier deliveries, and furniture orders · Demonstrate superior product knowledge, including features and benefits of the entire design studio assortment Criteria · Strong communication, clienteling and customer follow-up skills · Ability to complete and coordinate complex large orders within a variety of sales channels · Experience in working with the elements of design preferred · Proven ability to prioritize and handle multiple tasks simultaneously · 1-2 years of customer service and retail sales experience, (specialty retail preferred, but not required) Physical Requirements · Must be able to be mobile on the sales floor for extended periods of time · Must be able to lift and mobilize medium to large items, up to 75 lbs., while utilizing appropriate equipment and safety techniques · Full time associates are expected to have open availability to meet the needs of the business. · Part-Time Flex associates must be available to work a minimum of two regularly scheduled shifts on the weekend** (Friday, Saturday and/or Sunday) and two during the week (Monday to Thursday). For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum required above) that meets the needs of the business will be required. **Weekend availability cannot fall on the same day; an associate must be available on two separate days (Friday and Saturday, Friday and Sunday or Saturday and Sunday). Our Mission Around Diversity, Equity & Inclusion We firmly believe that working in a culture focused on diversity, equity, and inclusion spurs innovation, creates healthy and high-performing teams, and delivers superior customer experiences. We will create and nurture a global company culture where we confidently bring our authentic selves to work every day: where the only criteria for advancement are the quality of our work, the contributions we make to our teams and the business, and our ability to lead; and where our individual differences-whatever they may be-are valued, explored and appreciated. Benefits Just for You This role offers a competitive compensation package including pay and benefits. Pay is based on several factors including but not limited to education, work experience, certifications, geographic location etc. The anticipated pay range for this role will be: $16.50-$23.00 per hour. Depending on your position and your location, here are a few highlights of what you might be eligible for: · A generous discount on all Williams-Sonoma, Inc. brands · A 401(k) plan and other investment opportunities · A wellness program that supports your physical, financial and emotional health · Paid vacations and holidays (full-time) · Health benefits, dental and vision insurance, including same-sex domestic partner benefits (full-time) Your Journey in Continued Learning · Individual development plans and career pathing conversations · Annual performance appraisals · Cross-brand and cross-functional career opportunities · Online learning opportunities through brand specific resources and WSI University · Leadership development opportunities WSI will not now or in the future commence an immigration case or "sponsor" an individual for this position (for example, H-1B or other employment-based immigration This role is not eligible for relocation assistance. Williams-Sonoma, Inc. is an Equal Opportunity Employer. San Francisco Locations: Williams-Sonoma, Inc. is an Equal Opportunity Employer. Williams-Sonoma, Inc. will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance, or other applicable state or local laws and ordinances. Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities [Be specific when describing each of the responsibilities. Use gender-neutral, inclusive language.] Example: Determine and develop user requirements for systems in production, to ensure maximum usability Qualifications [Some qualifications you may want to include are Skills, Education, Experience, or Certifications.] Example: Excellent verbal and written communication skills

Contract Orangeburg, NY Responsibilities: Improve operational efficiency by championing standardization and innovation Utilize good technical, multitasking and interpersonal skills to help drive outages to resolution Be ambitious, able to work independently & in a team environment under deadlines Be process-oriented and help develop runbooks and other technical documentation Stay up to date with new technologies, identifying those technologies/strategies that can help the company's automation efforts Requirements: 2+ years of: computer operations background, understanding of data centers, and data communications and experience working with Unix/Linux (RHEL/Ubuntu, etc.) A Degree in Computer Science, Engineering, Mathematics, similar field of study or equivalent work experience Experience working with Salt or Ansible for orchestration (preferably Salt) Excellent written and verbal communications interpersonal and customer service skills Working knowledge of: Jira concepts and SDLC framework Experience providing and automating day to day systems administration duties; Shell (Bourne), Perl, or Python scripting abilities Experience with open-source metric analytics & visualization tools (such as Grafana, Splunk, and Humio) and multiple open-source automation and management tool-set knowledge (includes: Chef, Ruby, GitHub, Salt, Artifactory, etc., to name a few)

We're currently recruiting for a Client Support Specialist to join a community orientated bank based in the CT area. The Client Support Specialist supports the bank in focusing on providing exceptional customer care for their customers. If you're looking to join a bank that cares about both their employees and their customer - please apply! Responsibilities: Handling client problems through directly finding a resolution or by referring to the proper individual or department Supporting the sales team in preparing required documents to conclude sales Providing exceptional support and service around all digital products to customers Requirements: Minimum of 1-3 years relevant experience in consumer, business banking or retail services in a customer facing role Must be coming from a banking background. Strong understanding of banking products, services, and operations. Excellent customer service and interpersonal skills. For more information please email Megan at *****************************

The Patient Services Specialist II is part of a department-based scheduling pod that handles large volumes of inquiries and requests from patients and customers for access/assistance in scheduling diagnostic services, physician referrals/appointments, and general department information. The Patient Services Specialist II is part of a team that delivers an exceptional patient experience that contributes to positive health outcomes for patients and a work culture of Service-Oriented, Trust, Empathy, Safety, Inclusion, and Communication. Responsibilities: Schedules appointment requests. Utilizes existing tools to facilitate securing the right appointment with the right medical provider or team. Indicates special needs (e.g. special accommodation, interpreter, etc.) Communicates insurance participation, financial responsibility (if applicable), and time of service policy to the patient population. Ensure that patients understand the arrival and check-in process, pre-appointment instructions and patient safety precautions, and other relevant information. Emails specialty patient forms if needed. Obtain patients' insurance and demographic information and ensure all obtained information is registered in EPIC with 100% completeness and accuracy. Accurately completes required tasks and fields in pre-registration. Maintains knowledge of insurance requirements. Performs real-time insurance verification and interprets responses. Informs patient of insurance requirements for services provided. Escalates cases for resolution as appropriate. Helps identify and document trends. Escalate issues to Lead or Pod Supervisor for resolution. · Performs outbound calls to perform Epic referral scheduling. Maintain patient privacy and confidentiality according to HIPAA requirements at all times and successfully complete all required trainings. Keep current on all organizational and practice policies and standard operating procedures. · General faxing, filing, and mail sorting. · Contribute to the team by providing support and backup coverage as needed and directed by Supervisor and/or Manager. · Works on escalated cases with higher complexity as assigned. · Helps to mentor other Specialists to resolve complex issues/cases. Escalated such cases to Supervisor for resolution. Ensures remedy is executed successfully. · Minimum Qualifications High School Diploma or the equivalent is required, associate's degree or higher preferred 1plus years of relevant experience including proficiency in medical terminology. The incumbent must demonstrate a strong proficiency in a wide range of scheduling complexity and related workflows. Excellent customer service skills and the ability to maintain a pleasant and helpful demeanor through all situations. Including the ability to maintain a professional demeanor under pressure due to the high volume and urgent nature of calls. Excellent skills in problem assessment, using good judgment, and collaborative problem-solving in complex and interdisciplinary settings. Excellent verbal and written communication skills including interpersonal skills. Ability to communicate clearly and concisely and ensure understanding of information by patients and customers. Strong proficiency in Microsoft Office (Word & Excel) or similar software is required and an ability and willingness to learn new systems and programs. Ability to work collaboratively with a culturally diverse staff and patient/family population, demonstrating tact and sensitivity. Must successfully complete systems training requirements. (add computer system requirement here)

Do you enjoy working with people you can trust; people who have an exceptional work ethic and strive for common goals? Would you be willing to take the initiative and multitask at a moments notice? Are you a good listener and capable of engaging in healthy discussions when problem-solving? If you answered yes to any of these questions then you should come work with us. Here at FASTSIGNS we pride ourselves in the services we provide our clients (our client relationships), as well as, the growth we foster in our team members relationships and professional abilities. We are committed to excellence in our products, services, and relationships equally. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? An ideal candidate will possess the following skills: * A hunger to learn. * An eye for detail and quality conscious * Professional attitude * Organized and punctual * Enthusiastic about growth in business * Ability to communicate effectively * The ability to learn and strive for all of the above Responsibilities will entail: * Educating customers on the best solution for their needs * Communicate the customers needs to your FASTSIGNS design and production team members * Create estimates and orders, and take payments using our point of sales system * Represent the company with truth and respect; just as you would represent your family Benefits for you: * Vacation accrual * Weekends off * Bonus programs * Professional development and advancement opportunities * Branded clothing allowance * Team-building events * Personal project/family event free signage (per year allowance) * Free signage for your favorite charity (per year allowance)

Requirements Independently assist merchants/agents with any issues that arise, including questions regarding authorizations, batches, clearing, settlement, deposits analysis within company proprietary software, the TSYS and Fiserv platform, and a dozen other 3rd party applications. Build gateway profiles to enable merchants to accept credit cards through an EMV payment terminals and card not present method using their knowledge of the business to determine the correct program as well as appropriate encryption keys Use critical thinking skills to troubleshoot technical issues by researching issues using the knowledge learned during training and on the job expertise to determine the root cause of the issue Work independently and within the team to collaborate and solve various technical issues throughout the day Provide expertise customer service to existing clients over the phone and email Train merchants on using payment applications (EMV and Virtual Gateways) and company software platforms (CurvPOS and Curv Payment Gateway) Guide merchants through PCI compliance program Understand activities and duties of all company departments and use this knowledge to resolve technical issues Show initiative and take lead over new projects that are assigned to the support team, some examples of this include application of new pricing updates for merchants, new terminal software updates and updating PCI information for all merchants Other duties as assigned. Skills/Competencies Extremely detail oriented Ability to multi-task Good interpersonal skills Strong communication skills Strong relationship building skills Influencing skills Build solutions/problem solver Qualifications / Experience Required 6+ months of relevant experience Spanish speaking a plus Proficient in Microsoft Word/Excel Education Requirements · High School Degree · College degree preferred PM22 Salary Description Starting at $60,000

We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time. We started our journey by providing smart and simple payment processing tools and products but haven't stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions. Our mission is to give companies the tools they need to change the future of their business. Job Summary In this role, you will be required to interact with customers and clients and be able to identify and troubleshoot all issues. This position will perform all technical support and customer service activities for partners and merchant clients including; professional communication, troubleshooting technical issues related to payment authorizations, batching, clearing, and settlement remote technical support for various payment terminals and payment gateways, along with assisting other customer service functions and triaging issues between other company departments. This position will report directly to the Client Engagement Manager. Requirements Responsibilities & Duties Independently assist merchants/agents with any issues that arise, including questions regarding authorizations, batches, clearing, settlement, deposits analysis within company proprietary software, the TSYS and Fiserv platform, and a dozen other 3rd party applications. Build gateway profiles to enable merchants to accept credit cards through an EMV payment terminals and card not present method using their knowledge of the business to determine the correct program as well as appropriate encryption keys Use critical thinking skills to troubleshoot technical issues by researching issues using the knowledge learned during training and on the job expertise to determine the root cause of the issue Work independently and within the team to collaborate and solve various technical issues throughout the day Provide expertise customer service to existing clients over the phone and email Train merchants on using payment applications (EMV and Virtual Gateways) and company software platforms (CurvPOS and Curv Payment Gateway) Guide merchants through PCI compliance program Understand activities and duties of all company departments and use this knowledge to resolve technical issues Show initiative and take lead over new projects that are assigned to the support team, some examples of this include application of new pricing updates for merchants, new terminal software updates and updating PCI information for all merchants Other duties as assigned. Skills/Competencies Extremely detail oriented Ability to multi-task Good interpersonal skills Strong communication skills Strong relationship building skills Influencing skills Build solutions/problem solver Qualifications / Experience Required 6+ months of relevant experience Spanish speaking a plus Proficient in Microsoft Word/Excel Education Requirements · High School Degree · College degree preferred PM22 Salary Description Starting at $60,000

We are looking for graduating college seniors or recent college graduates with a Business, Marketing, Analytics, Finance or Accounting interest; a strong work ethic, and solid communication skills who are looking to learn in a dynamic and fun organization. What we do & how we do it In a nutshell: We create better lives for tomorrow by making insurance easier today for our customers and clients. How we pull it off: We work with some of America's largest insurance brands to attract, educate, and connect with consumers through thoughtful and effective marketing, technology and sales techniques. Our diverse team of analysts, writers, engineers, designers, business leads and data scientists work together to refine the customer experience and achieve competitive advantage through data-driven lead generation, marketing, and sales strategies. As an industry leader in the insurance space, we are consistently awarded Partner of the Year from top brands like Aflac and Humana, and our work has been featured in: • The Wall Street Journal • Forbes • Vox • Fortune • CNBC • And more What you will do: The job will include a rigorous curriculum, working on a rotational basis between various teams and touching multiple areas of the business through our inter-connected and collaborative company environment. Once you complete your first role, we will rotate you to another position that suits your interests and fills our business needs. The teams that participate in the Business Specialist rotations are listed below and please note that an individual will likely rotate through 2 or 3 of these groups before ending their rotation and being placed on a team more long-term. Internal account/client team - manages relationships between the different insurance carriers for whom we sell their products and analyzes data to find real-time trends in the market. Data analytics team - develops the best-in-class capabilities in data science and analytics in lead generation, call center operations, and retention spaces. Marketing team - consists of creative marketing and media buying and focuses on actively managing a portfolio of several brands across a variety of marketing channels. Operations-consists of learning and understanding all that is required to have the systems function well and our clients happy with the technology and digital efforts we deliver on their behalf. Member Experience - analyzes customer feedback and behaviors to develop strategies that enhance engagement, satisfaction, and loyalty, ultimately driving long-term retention. Qualifications What you'll need to land the gig • Graduating senior in May 2025 or recent college graduate • Marketing, Business, Finance or Accounting major/minor preferred • Ability to prioritize tasks, multitask and manage time effectively to meet tight deadlines • Ability to perform in a fast-paced environment • Strong communication skills and ability to express yourself in a clear and concise manner • Great organization skills and attention to detail • Proficiency in Excel and comfortable with learning and expanding your Excel capabilities-we use excel a lot! The people As a Business Specialist, you will be based in our Fort Lee, NJ Office - working a Hybrid Schedule (In office 2 days week/Home 3 days week). When you join the TRANZACT team, you'll be joining a passionate group of people who strive for excellence, deliver on their commitments, and love to win. Our culture is built on a simple concept: Be Real. That means saying what you mean and doing what you say. It means being yourself, being open to feedback, and having the courage to make tough decisions. TRANZACT is the right place for you if: • You're a naturally curious problem solver who is excited by new challenges • You aren't afraid to take initiative and own it • You value inclusivity and belonging • You care deeply about your work and have a make it happen attitude • You're a powerful communicator who loves sharing ideas • You believe in keeping it real and having fun at work Sound like a good fit? We'd love to chat with you! Tranzact, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. EOE, including disability/vets

We are looking for graduating college seniors or recent college graduates with a Business, Marketing, Analytics, Finance or Accounting interest; a strong work ethic, and solid communication skills who are looking to learn in a dynamic and fun organization. **What we do & how we do it** In a nutshell: We create better lives for tomorrow by making insurance easier today for our customers and clients. How we pull it off: We work with some of America's largest insurance brands to attract, educate, and connect with consumers through thoughtful and effective marketing, technology and sales techniques. Our diverse team of analysts, writers, engineers, designers, business leads and data scientists work together to refine the customer experience and achieve competitive advantage through data-driven lead generation, marketing, and sales strategies. As an industry leader in the insurance space, we are consistently awarded Partner of the Year from top brands like Aflac and Humana, and our work has been featured in: - The Wall Street Journal - Forbes - Vox - Fortune - CNBC - And more **What you will do:** The job will include a rigorous curriculum, working on a rotational basis between various teams and touching multiple areas of the business through our inter-connected and collaborative company environment. Once you complete your first role, we will rotate you to another position that suits your interests and fills our business needs. **The teams that participate in the Business Specialist rotations are listed below and please note that an individual will likely rotate through 2 or 3 of these groups before ending their rotation and being placed on a team more long-term.** + **Internal account/client team** - manages relationships between the different insurance carriers for whom we sell their products and analyzes data to find real-time trends in the market. + **Data analytics team** - develops the best-in-class capabilities in data science and analytics in lead generation, call center operations, and retention spaces. + **Marketing team** - consists of creative marketing and media buying and focuses on actively managing a portfolio of several brands across a variety of marketing channels. + **Operations** -consists of learning and understanding all that is required to have the systems function well and our clients happy with the technology and digital efforts we deliver on their behalf. + **Member Experience** - analyzes customer feedback and behaviors to develop strategies that enhance engagement, satisfaction, and loyalty, ultimately driving long-term retention. **Qualifications** **What you'll need to land the gig** - Graduating senior in May 2025 or recent college graduate - Marketing, Business, Finance or Accounting major/minor preferred - Ability to prioritize tasks, multitask and manage time effectively to meet tight deadlines - Ability to perform in a fast-paced environment - Strong communication skills and ability to express yourself in a clear and concise manner - Great organization skills and attention to detail - Proficiency in Excel and comfortable with learning and expanding your Excel capabilities-we use excel a lot! **The people** As a Business Specialist, you will be based in our Fort Lee, NJ Office - working a Hybrid Schedule (In office 2 days week/Home 3 days week). When you join the TRANZACT team, you'll be joining a passionate group of people who strive for excellence, deliver on their commitments, and love to win. Our culture is built on a simple concept: Be Real. That means saying what you mean and doing what you say. It means being yourself, being open to feedback, and having the courage to make tough decisions. **TRANZACT is the right place for you if:** - You're a naturally curious problem solver who is excited by new challenges - You aren't afraid to take initiative and own it - You value inclusivity and belonging - You care deeply about your work and have a make it happen attitude - You're a powerful communicator who loves sharing ideas - You believe in keeping it real and having fun at work Sound like a good fit? We'd love to chat with you! Tranzact, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. EOE, including disability/vets (**********************************************************************************************************************

We are looking for graduating college seniors or recent college graduates with a Business, Marketing, Analytics, Finance or Accounting interest; a strong work ethic, and solid communication skills who are looking to learn in a dynamic and fun organization. What we do & how we do it In a nutshell: We create better lives for tomorrow by making insurance easier today for our customers and clients. How we pull it off: We work with some of America's largest insurance brands to attract, educate, and connect with consumers through thoughtful and effective marketing, technology and sales techniques. Our diverse team of analysts, writers, engineers, designers, business leads and data scientists work together to refine the customer experience and achieve competitive advantage through data-driven lead generation, marketing, and sales strategies. As an industry leader in the insurance space, we are consistently awarded Partner of the Year from top brands like Aflac and Humana, and our work has been featured in: • The Wall Street Journal • Forbes • Vox • Fortune • CNBC • And more What you will do: The job will include a rigorous curriculum, working on a rotational basis between various teams and touching multiple areas of the business through our inter-connected and collaborative company environment. Once you complete your first role, we will rotate you to another position that suits your interests and fills our business needs. The teams that participate in the Business Specialist rotations are listed below and please note that an individual will likely rotate through 2 or 3 of these groups before ending their rotation and being placed on a team more long-term. Internal account/client team - manages relationships between the different insurance carriers for whom we sell their products and analyzes data to find real-time trends in the market. Data analytics team - develops the best-in-class capabilities in data science and analytics in lead generation, call center operations, and retention spaces. Marketing team - consists of creative marketing and media buying and focuses on actively managing a portfolio of several brands across a variety of marketing channels. Operations-consists of learning and understanding all that is required to have the systems function well and our clients happy with the technology and digital efforts we deliver on their behalf. Member Experience - analyzes customer feedback and behaviors to develop strategies that enhance engagement, satisfaction, and loyalty, ultimately driving long-term retention. What you'll need to land the gig • Graduating senior in May 2025 or recent college graduate • Marketing, Business, Finance or Accounting major/minor preferred • Ability to prioritize tasks, multitask and manage time effectively to meet tight deadlines • Ability to perform in a fast-paced environment • Strong communication skills and ability to express yourself in a clear and concise manner • Great organization skills and attention to detail • Proficiency in Excel and comfortable with learning and expanding your Excel capabilities-we use excel a lot! The people As a Business Specialist, you will be based in our Fort Lee, NJ Office - working a Hybrid Schedule (In office 2 days week/Home 3 days week). When you join the TRANZACT team, you'll be joining a passionate group of people who strive for excellence, deliver on their commitments, and love to win. Our culture is built on a simple concept: Be Real. That means saying what you mean and doing what you say. It means being yourself, being open to feedback, and having the courage to make tough decisions. TRANZACT is the right place for you if: • You're a naturally curious problem solver who is excited by new challenges • You aren't afraid to take initiative and own it • You value inclusivity and belonging • You care deeply about your work and have a make it happen attitude • You're a powerful communicator who loves sharing ideas • You believe in keeping it real and having fun at work Sound like a good fit? We'd love to chat with you! Tranzact, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. EOE, including disability/vets

We are looking for graduating college seniors or recent college graduates with a Business, Marketing, Analytics, Finance or Accounting interest; a strong work ethic, and solid communication skills who are looking to learn in a dynamic and fun organization. What we do & how we do it In a nutshell: We create better lives for tomorrow by making insurance easier today for our customers and clients. How we pull it off: We work with some of America's largest insurance brands to attract, educate, and connect with consumers through thoughtful and effective marketing, technology and sales techniques. Our diverse team of analysts, writers, engineers, designers, business leads and data scientists work together to refine the customer experience and achieve competitive advantage through data-driven lead generation, marketing, and sales strategies. As an industry leader in the insurance space, we are consistently awarded Partner of the Year from top brands like Aflac and Humana, and our work has been featured in: * The Wall Street Journal * Forbes * Vox * Fortune * CNBC * And more What you will do: The job will include a rigorous curriculum, working on a rotational basis between various teams and touching multiple areas of the business through our inter-connected and collaborative company environment. Once you complete your first role, we will rotate you to another position that suits your interests and fills our business needs. The teams that participate in the Business Specialist rotations are listed below and please note that an individual will likely rotate through 2 or 3 of these groups before ending their rotation and being placed on a team more long-term. * Internal account/client team - manages relationships between the different insurance carriers for whom we sell their products and analyzes data to find real-time trends in the market. * Data analytics team - develops the best-in-class capabilities in data science and analytics in lead generation, call center operations, and retention spaces. * Marketing team - consists of creative marketing and media buying and focuses on actively managing a portfolio of several brands across a variety of marketing channels. * Operations-consists of learning and understanding all that is required to have the systems function well and our clients happy with the technology and digital efforts we deliver on their behalf. * Member Experience - analyzes customer feedback and behaviors to develop strategies that enhance engagement, satisfaction, and loyalty, ultimately driving long-term retention. What you'll need to land the gig * Graduating senior in May 2025 or recent college graduate * Marketing, Business, Finance or Accounting major/minor preferred * Ability to prioritize tasks, multitask and manage time effectively to meet tight deadlines * Ability to perform in a fast-paced environment * Strong communication skills and ability to express yourself in a clear and concise manner * Great organization skills and attention to detail * Proficiency in Excel and comfortable with learning and expanding your Excel capabilities-we use excel a lot! The people As a Business Specialist, you will be based in our Fort Lee, NJ Office - working a Hybrid Schedule (In office 2 days week/Home 3 days week). When you join the TRANZACT team, you'll be joining a passionate group of people who strive for excellence, deliver on their commitments, and love to win. Our culture is built on a simple concept: Be Real. That means saying what you mean and doing what you say. It means being yourself, being open to feedback, and having the courage to make tough decisions. TRANZACT is the right place for you if: * You're a naturally curious problem solver who is excited by new challenges * You aren't afraid to take initiative and own it * You value inclusivity and belonging * You care deeply about your work and have a make it happen attitude * You're a powerful communicator who loves sharing ideas * You believe in keeping it real and having fun at work Sound like a good fit? We'd love to chat with you! Tranzact, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. EOE, including disability/vets