Customer Service Agent Jobs in Rockwall, TX

We're proud to say that Aloha has been on the INC 5000 list for five consecutive years (2020-2024) We're a leading SaaS health-tech company dedicated to providing innovative solutions that elevate the patient experience for healthcare providers. Our mission is to drive growth and advance innovation in the healthcare industry, and we're on the lookout for passionate and driven team members to join our awesome team. We're planning to keep the momentum going and are gearing up for our biggest growth spurt yet. Are you ready to join us? Starting Pay: $25/hour with performance-based increases up to $34/hour Please note this is an on-site position in our McKinney office Monday-Friday CLICK HERE to Meet our Team! Responsibilities & Requirements: As a Customer Support Specialist, you will provide top-shelf customer service to all clients, handle inbound/outbound calls, live chats, and emails, maintain account tasks and keep DETAILED records, and work with the Leadership team to share insights for efficiency, productivity, and improving our customer experience. Qualities for Success: You're a complex problem solver/outside-the-box thinker, especially with tech! Previous Customer Support experience. You love talking to people and are comfortable/personable on the phone You can be self-sufficient but you're also a team player You're an efficient and highly organized self-starter who thrives in challenging situations and FAST-paced environments You love feedback and you're always looking to reach new heights You're driven and the opportunity to grow outside your comfort zone excites you! What we're looking for: Salesforce experience SaaS or MedTech experience preferred but not required MUST have experience in a customer support or technical support capacity Previous Medical Office/Insurance Industry experience preferred but not required Perks Weekly In-House Chiropractic Care 4 Company Provided Lunches per week Regular Company Outings/Team Bonding Events Full Medical, Dental, and Vision Health Benefits Short-term disability Matching 401(k) up to 4% Flexible Vacation & Paid Time Off Do you have what it takes? Apply now! If you REALLY want to stand out, email Adam 3 reasons why you'd be a good fit. ************************ Review Wave provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Location: Denton, TX (preferred) or Remote | Department: Client Success | Reports To: Vice President | Type: Full-time StorageDefender is a leading smart technology and solution provider for the self-storage industry. Founded in 2019, we've pioneered a customer-first platform that enhances operational efficiency, improves tenant experience, and drives revenue growth for storage operators across the U.S. Backed by a growing team and a national footprint, we're transforming how the industry thinks about smart automation and remote monitoring. Role Overview As a Customer Success Specialist, you'll play a mission-critical role in helping our B2B2C clients realize the full value of our technology. From onboarding and training to ongoing engagement and upsell support, you'll be a trusted guide in their success journey. The ideal candidate is personable, tech-savvy, detail-oriented, and thrives in a fast-paced, high-touch communication environment. Key Responsibilities Client Onboarding & Training: Lead new clients through setup and training to ensure a smooth launch and fast time-to-value. Relationship Management: Maintain consistent communication and engagement cadence via phone, Zoom, Slack, and chat. Customer Success Planning: Develop and execute tailored success plans based on client goals and usage data. Support & Problem Solving: Provide responsive, thoughtful support to help customers navigate challenges and maximize satisfaction. Advocacy & Feedback: Be the voice of the customer internally; gather insights to improve products, services, and team processes. Upselling & Retention: Identify and act on opportunities to expand customer relationships and reduce churn. Quarterly Business Reviews (QBRs): Present performance reports and strategic recommendations to customers and internal stakeholders. Cross-Team Collaboration: Work with Sales, Marketing, and Product to align on goals and ensure a seamless customer experience. Qualifications 2-3+ years in customer success, account management, or customer-facing B2B/B2B2C roles (SaaS or Self-Storage a plus) Strong communication skills with a high volume outreach style (calls, Zoom, chat) Confident delivering training and onboarding both virtually and in person Proficient with CRM systems and customer success platforms Able to analyze client behavior and recommend strategic improvements Technically curious and eager to learn evolving product capabilities Bachelor's degree in Business, Marketing, or related field preferred Preferred Experience Self-storage, insurance sales, or networking, services industry Hosting virtual-based training or webinars Familiarity with Slack, Google Suite, Microsoft Teams, Gainsight Benefits & Perks Competitive salary Performance bonus + stock option eligibility Health, dental, and vision insurance Paid time off (PTO) Opportunities for growth in a fast-scaling technology company Hybrid/remote flexibility How to Apply: Send your resume and a short cover letter to ************************* StorageDefender is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Customer Experience Associate - Full-Time (In-Office) Salary: $40,000/year + benefits Company: Mine Baseball (Goat Bats, LLC) About the Role Mine Baseball is on a mission to redefine what a modern baseball brand looks like. We're growing fast, and we're looking for a Customer Experience Associate to be the voice of our brand across email, social media, and customer touchpoints. You'll work closely with our warehouse and leadership team to ensure customers have a seamless, high-quality experience from order to delivery-and beyond. This is a full-time, in-office position in Irving, TX. We're looking for someone who's organized, tech-savvy, and excited to grow with us. What You'll Do Respond to customer inquiries across email, social media, and online platforms Enter and manage orders within our fulfillment system (Shopify) Handle returns, exchanges, and shipping issues with professionalism and empathy Collaborate daily with the warehouse team to resolve customer needs quickly Monitor trends in customer feedback and flag opportunities to improve Help shape how our brand sounds and feels to our growing fanbase What We're Looking For Excellent writing skills - clear, friendly, error-free communication Strong attention to detail and ability to multitask Experience with customer service or support tools (Shopify, Gorgias, etc. - or quick to learn) Professional, positive attitude and a problem-solving mindset Passion for baseball is a big plus (we're building this for players, by players) Must be local to DFW and able to work in our Irving office daily Why Work With Us $40,000/year salary Opportunity to grow with a fast-moving DTC startup Full-time role with benefits after onboarding Work directly with leadership in a high-impact position Tight-knit, baseball-first culture that rewards hustle and initiative To apply: Submit your resume and a short note about why you're a fit for Mine Baseball. We look forward to hearing from you!

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.

Starting Wage - $18 per Hour Faithful Companion Pet Cremation Services is searching for a full-time, Driver/CSR at a rate of $18 per hour. We are a family-owned company providing high-level, compassionate care for pets and their families. The Driver/CSR position is responsible for using a company vehicle to take deceased pets into our care and returning the cremated remains upon completion of cremation services. This is an excellent entry-level position for anyone with an interest in Funeral Service. We provide hands-on training in cremation operations with no prior degree or certifications necessary. As a top pet cremation provider across the nation, we also offer many opportunities for growth within the company. We are a customer service-focused company that understands that pets are truly family members. We are looking for people who are equally service-minded, and who comprehend the honor and privilege it is to serve pets and their families through such a difficult time. Our service model is evident in everything we do, including how we serve our Faithful Companion team members. We pride ourselves on maintaining an employee-centric company culture that values open communication, a healthy work-life balance, rewarding work, and a family atmosphere. The Driver/CSR position is offered a full benefits package, available after 30 days of employment, which includes the following: -Sick Time - Vacation - Bereavement - 401K with up to 4% match on contributions - Medical including the option to add an FSA/HSA for medical and dependent care - Dental - Vision - Company paid life insurance - Voluntary pet insurance - Short-term and long-term disability insurance POSITION RESPONSIBILITIES: - Driving company vehicles (minivans) in a safe and courteous manner. - Transportation of pets to and from family's homes or veterinary clinics. - Maintaining a professional appearance (uniforms provided). - Accurately completing all required paperwork and electronic forms. - Operating cremation equipment (training provided.) - Obtaining paw prints and other memorial items as requested. - Using various tools and equipment to customize and package cremains for delivery. - Keeping clean workspaces and vehicles. - Providing high-level customer service both in person and over the phone. - Handle and transport pets with the utmost respect and dignity at all times. Requirements: - Comfortable speaking to people with compassion and professionalism. - Possess a valid driver's license and successfully pass a motor vehicle record check. - Successfully pass a background check. - Adhere to our strong code of ethics. - Successfully pass a 4-panel drug screen (Cocaine, Amphetamines, Opiates, PCP). - Ability to lift 75lbs unaided. - Possess a cell phone with the ability to call, text, and use a GPS application. - Detail-oriented mindset with a commitment to delivering error-free services. - Flexibility with scheduling. Compensation details: 18-18 Hourly Wage PI7ead67cf9f7a-26***********9

CellGate - Gold Key Support Team Join our elite customer support team at CellGate, where you'll provide top-tier support for our access control solutions to homeowners, property managers, and dealers. Essential Requirements: Strong customer service background Technical aptitude and willingness to learn Salesforce experience preferred Key Responsibilities: Guide customers through product activation and implementation Manage customer data and cases in Salesforce Provide support and troubleshooting Maintain detailed customer accounts and documentation Skills & Qualifications: Professional phone and email communication skills Strong problem-solving abilities Detail-oriented with excellent time management Basic software proficiency Ability to handle both customer support and onboarding of new client set-ups CellGate offers innovative access control solutions, and we're looking for someone who can deliver exceptional customer experiences in both Spanish and English. Join our team and help shape the future of property access control. Apply now!

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 demeanor 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!

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.

The Customer Support Specialist is responsible for delivering exceptional service to customers through various support channels, including but not limited to email and chat, ensuring a seamless sales experience for heavy duty parts. This role requires a strong customer-focused mindset, problem-solving abilities, and an in-depth knowledge of our product offerings. The specialist will engage with customers, assess their needs, and provide solutions that align with product availability and company profitability goals. DUTIES & RESPONSIBILITIES Provide expert assistance in identifying and sourcing heavy duty parts based on customer requests via support channels. Offer recommendations for complementary products to ensure a comprehensive service experience. Maintain the confidentiality of pricing lists, structures, and other sensitive company information. Respond to customer inquiries regarding products, pricing, availability, and features, while offering alternative solutions when necessary. Share digital resources with customers to enhance their access to product information and self-service tools. Stay up to date with company initiatives and cross-functional projects to provide well-rounded support. Collaborate with internal teams to ensure smooth order fulfillment and resolve any service issues. Demonstrate a strong commitment to customer satisfaction, actively seeking ways to improve the overall support experience. EDUCATION & TRAINING High School Diploma (or GED or High School Equivalence Certificate) Required Additional training or certification in sales or customer service is a plus. Proficiency in Windows-based applications, including Excel, Word, Teams, One Drive, and Outlook. Ability to quickly learn and utilize internal software and customer support systems. Typing proficiency of 30-40 wpm KNOWLEDGE & EXPERIENCE Minimum of 10 years of experience in sales, preferably in heavy duty parts. Proven track record of providing high-quality customer service and support. SKILLS & ABILITIES Active Listening: Ability to fully engage with customers, understand their needs, and provide appropriate solutions. Effective Communication: Strong verbal and written communication skills to interact with customers and internal teams professionally. Time Management: Ability to prioritize tasks efficiently and manage workload effectively. Persuasion & Sales Acumen: Skilled in recommending and upselling products to enhance customer experience. Service Orientation: A proactive approach to assisting customers and resolving issues promptly. Critical Thinking: Ability to analyze situations, evaluate options, and implement effective solutions. Problem Sensitivity: Recognizing potential issues before they escalate and addressing them proactively. Deductive Reasoning: Applying general knowledge and company guidelines to specific customer situations. Verbal Communication: The ability to clearly articulate ideas, instructions, and information in a way that is easily understood by others. Listening Comprehension: The ability to actively process and interpret spoken information to ensure effective communication. Reading Comprehension: The ability to accurately understand and interpret written information, instructions, and documentation. Written Communication: The ability to convey ideas and information in writing in a clear, concise, and professional manner.

Responsibilities ● Guide and process customer orders. ● Communicate with customers via phone, email and in person. ● Help customers navigate the QDI website and place orders. ● Provide knowledgeable answers to questions about products, pricing, and availability. ● Work with other QDI branches and departments to meet our customers' needs. ● Enter estimates and sales orders ● Respond to shipping inquiries and answer order status questions. ● Maintain sales / advertising areas and supplies. ● Maintain a clean, organized, and stocked showroom. ● Assist other areas, as necessary. ● Other duties as requested by management. Minimum Requirements ● Bachelor's degree or high school diploma with 3+ years of relevant experience. ● Desire to provide the best possible experience for our customers. ● Thrive in a fast-paced environment with coaching support. ● Dedicated to excellent attendance and punctuality. ● Bilingual English/Spanish. Benefits ● Group health, vision, and dental insurance. ● 401(k) with company matching 80% of the first 5% ● Paid holidays. ● Bonus programs and performance reviews.

About Us: Loloi Rugs is a leading textile brand that designs and crafts rugs, pillows, and throws for the thoughtfully layered home. Family-owned and led since 2004, Loloi is growing more quickly than ever. To date, we've expanded our diverse team to hundreds of employees, invested in multiple distribution facilities, introduced thousands of products, and earned the respect and business of retailers and designers worldwide. A testament to our products and our team, Loloi has earned the ARTS Award for “Best Rug Manufacturer” in 2010, 2011, 2015, 2016, 2018, and 2023. Security Advisory: Beware of Frauds Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @loloirugs.com email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates. Loloi Rugs is seeking a highly motivated and enthusiastic Customer Service Representative for our inbound team based full-time in Dallas, TX. The ideal candidate should have excellent customer service skills, be able to multitask and manage time effectively and exhibit a high degree of professionalism. If you have prior customer service experience and enjoy a fast-paced, entrepreneurial, creative environment with a growing company, then we'd like to hear from you. How to Apply Please submit a resume and cover letter when applying. Within your cover letter, please specify your preferred salary as well as your available start. Responsibilities: Receive incoming calls and make outbound calls Maintain company standards to ensure high-quality service Build relationships with customers to ensure satisfaction and repeat purchasing Provide website login and order information to Customers and Sales Representatives Navigate proprietary software to process faxed, emailed and web submitted orders Analyze back-order reports, fill backorders, and process payment information Complete new account setups using our proprietary software Identify, assess, and maintain a follow-up on the customer, whose query you have solved, ensuring they are satisfied with the outcome Payment processing via multiple processing platforms Issue return authorizations and process credits, along with rebills to resolve shipping discrepancies Generate and effectively communicate Reports to provide to the customer or representative Attend required departmental meetings Coordinate with internal departments to find solutions and resolve matters Provide customers/ Reps with accurate shipping quotes and services Possess the ability to organize and maintain a positive & productive work environment as well as an organized and clean work area Qualifications: Excellent organization skills Must be able to multi-task, prioritize and manage time effectively Excellent verbal and written communication skills Proficiency in administrative and documentation procedures Ability to always remain professional and courteous with customers Requirements: High School Diploma or equivalent; college degree preferred 2+ years of related work experience in a customer-oriented environment What We Offer Health, dental, and vision benefits Paid parental leave 401(k) with employer match A culture of meritocracy that fosters ongoing growth opportunities A stable, growing family-owned company that looks after its employees Loloi Rugs does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

Bungalow Funding is Balbec's affiliated Mortgage Servicing Rights platform. Balbec Capital (“Balbec”) is an SEC-registered alternative investment manager with offices in the United States and Europe. Since its founding in 2010, Balbec has deployed over $23 billion globally through its funds and investment vehicles, seeking to deliver consistent, risk-adjusted returns to investors and long-term partners across asset-based credit strategies. Balbec is a direct investor in residential and commercial mortgage loans at all stages of performance, mortgage servicing rights, and select consumer and alternative credit assets. Leveraging its proprietary technology and transaction management platform, Balbec efficiently executes highly granular transactions, enabling the firm to serve a broader range of counterparties and generate returns for investors by applying institutional execution standards to inefficient, underserved or fragmented markets. Balbec's funds rank among the largest issuers of U.S. residential mortgage-backed securities (RMBS) through its PRPM shelf. The firm's investments in agency mortgage servicing rights are sourced via its affiliate, Bungalow Funding. Balbec has invested in over 20 countries, selectively deploying capital into geographically and asset-diverse opportunities that exhibit attractive risk/reward profiles, upside potential, and substantial downside protection. Job Description & Key Responsibilities *This role will be located in the DFW, TX area.* The Sub-Servicing Oversight Team is responsible for managing the performance of Bungalow Funding's approved Sub-Servicers and performing other servicing related functions. The Sub-Servicing Oversight Specialist will perform end-to-end surveillance on sub-servicing activities and assist with monitoring other key servicing vendors such as document custodians. They will monitor, oversee, and drive solutions to mitigate losses. This team member will play a key role in ensuring that servicing operations are in compliance with applicable agency and Bungalow guidelines. Responsibilities include: Performing day-to-day surveillance of sub-servicing activities including but not limited to collateral management, default operations, loan administration and MSR acquisition activity Reviewing loan level exceptions to ensure sub-servicers are servicing loans appropriately Reporting quality assurance and exception review findings to Bungalow's management team and working with the applicable sub-servicers on root cause/remediation Communicating with document custodians and sub-servicers to monitor, reconcile, and recover collateral Monitoring FHLMC, FNMA, as well as internal reports/scorecards to identify areas of concern and perform reviews of exceptions captured in the reports and/or scorecards Assisting with the enhancement of Bungalow's existing oversight platform to ensure optimal servicing performance with a growing servicer Qualifications & Experience Bachelor's degree from an accredited college or university preferred 5+ years of professional mortgage servicing experience 3+ years of GSE Mortgage servicing experience with a background and understanding of Fannie Mae and Freddie Mac mortgage servicing practices in some of the following areas: General Servicing, Default Management, Collateral Management, Escrow, and Quality Control Ability to perform repeatable tasks consistently with strong critical thinking skills Ability to work in a fast-paced changing environment with a positive attitude Strong team player Excellent computer skills, especially MS Excel (Pivots, VLOOKUP, and complex formulas) MSP/Sagent experience a plus Equal Employment Opportunity Bungalow Funding and Balbec Capital are committed to ensuring equal employment opportunities for all employees, including qualified employment applicants. The firm strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state or local laws. This equal employment opportunity policy applies to all employment practices, including but not limited to recruiting, hiring, advertising, promotion, transfer, reductions in force, social and recreational programs, training, employee development, compensation and fringe benefits, discipline, and termination. Disclaimer for External and 3rd Party Recruiters: Please note that Bungalow Funding and Balbec Capital do not accept unsolicited resumes from external or third-party recruiters. All recruitment-related inquiries and submissions must be directed exclusively to our HR department at ******************. We kindly request that recruiters refrain from contacting any other employees within the organization regarding job opportunities. Any unsolicited resumes sent to our employees or submitted outside of the designated HR contact will become the property of Balbec Capital without any obligation to pay referral fees. Thank you for your cooperation.

Our client in Dallas, Texas has an immediate opening for 2 Customer Service Representatives on a contract to hire basis. Company Profile: Environmental Services In business over 20 years Fully In Office Customer Service Representative Role: The Customer Service Representative will be responsible for managing customer inquiries proactively finding solutions and ensuring overall customer satisfaction. Respond to customer inquiries via phone and email maintaining professionalism and efficiency. Identify customer concerns evaluate their needs and provide the most suitable resolutions. Act quickly to resolve issues while keeping customers updated throughout the process. Record interactions and solutions in the CRM system for accurate tracking. Collaborate with internal and external teams to ensure smooth service delivery and problem resolution. Utilize strong problem-solving skills to address challenges independently escalating when necessary. Generate reports and monitor cases to ensure timely follow-ups and complete customer satisfaction. Assist field employees as needed including managing logistics shipping materials and supplies to stores and drivers. Customer Service Representative Profile High school diploma or equivalent 2-3 years of proven customer support experience Strong problem-solving skills with a figure it out mindset. Ability to work independently and take initiative. Strong phone and email communication skills with active listening and clear problem resolution. Familiarity with CRM systems ServiceChannel experience is a plus. Ability to adapt to different customer communication styles and de-escalate tense situations. Excellent multitasking prioritization and time-management skills. Working knowledge of Microsoft Excel and ability to quickly learn new software. Bilingual a plus Features and Benefits while On Contract: We go beyond the basic staffing agency offerings! Opportunity to participate in a comprehensive benefit plan, Paid Time Off on an accrual basis and weekly direct deposit. Features and Benefits of Client: Medical Dental Vision PTO Equal Opportunity Employer. Candidates must be authorized to work in United States without sponsorship. The client cannot sponsor any visas. Disclaimer: Sensitive and personal data will not be requested 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.

JOB SUMMARY/ORGANIZATIONAL IMPACT: The Client Service Representative (“CSR”) specializes in providing exceptional support to Account Managers in our Commercial Risk Management Division. They must also effectively and professionally interact with Summit clients to provide information in response to inquiries about products and services and to handle and resolve complaints. The CSR must be proficient in the areas of commercial property and casualty service, ratings, claims, and billings. RESPONSIBILITIES/ ESSENTIAL FUNCTIONS: Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. These tasks will be recorded in the Company CRM system. Assist Account Managers with investigation regarding unresolved customer grievances. Review insurance policy terms and collaborate with Account Managers to determine whether a loss is covered by insurance. Assist in the renewal process under the guidance of the Account Manager. Learn and know all company rating systems Learn and become proficient in processing certificates of insurance requests, handling all claims procedures, and following up with clients regarding billing issues. Identify process improvement opportunities to ensure service standards are exceeded. Perform related responsibilities and general administrative duties as required or assigned. EXPERIENCE: Previous office experience Experience using Microsoft Office suite, Office365 experience preferred 2+ years using Excel EDUCATION: High school diploma or equivalent; Bachelor's degree preferred. CERTIFICATIONS/LICENSES: Active state property and casualty insurance license (or ability to obtain within 6 months of hire)

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.

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Workdays- Monday-Friday- HYBRID WITH NO WEEKENDS! PlainsCapital Bank is currently looking to hire a The Treasury Management Client Services Specialist in Dallas, Texas. This position is responsible for the delivery of highly personalized client service engagements with the ultimate goal of delivering a one-call resolution. Will serve as the front-line contact for all Treasury Management commercial clients and will assist with complex solutions and other projects as needed. Responsibilities Provides highly personalized client service for all Treasury Management products and services. Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings in person, as needed. Coordinates communication with Treasury Management sales, back office, and front office staff to ensure timely processing of all requests; completes follow up and follow through style communication. Assists with testing of Treasury Management product files (ACH, Positive Pay, FTP formats, etc.) as needed. Performs installation, system testing and ongoing support for deposit direct clients. Acts as a liaison for internal and external clients for various treasury product vendors in order to drive client resolution of products such as Account Recon, Lockbox, Positive Pay, Deposit Direct, etc. Performs other duties as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company. Qualifications High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred. Two or more years of experience working in a client/customer support role with at least 1 of those years being in a financial services environment required; commercial banking strongly preferred. Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email. Excellent verbal, written, and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong attention to detail and accountability. About Us PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time. Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances. PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals. To learn more, please visit us online at plainscapital.com/about .

Client Services Representative Duration: Permanent Interview process: Phone screen with TA Assessment Onsite final Desired Skills and Experience: • 2 years of experience within a call center environment • Email and chat-based customer communication • High school diploma Plusses: Bachelor's degree Day to Day: A large company headquartered in Dallas looking for a Client Services Representative to sit on- 5 days a week. Listed below are some of the day-to-day tasks you will be completing. Client Interaction: Handle incoming calls, emails, and chat inquiries professionally, ensuring exceptional customer experiences. Data Management: Document all communications and payment information accurately in the client database, paying meticulous attention to detail. Problem-Solving: Resolve client concerns promptly, ensuring timely follow-up and complete resolution. Payment Processing: Process and record payments with precision, adhering to company protocols. Relationship Building: Engage clients through open and interactive communication, fostering trust and long-term relationships. Order Management: Efficiently manage client catalog orders and incoming auction bids. Customer Satisfaction: Maintain high standards for client satisfaction by providing accurate, clear, and complete information.

SUMMARY: As a Client Service Representative, you will play a pivotal role in managing client communications, resolving inquiries, processing payments, and ensuring customer satisfaction. Your commitment to accuracy, efficiency, and exceptional service will help maintain our reputation as a trusted leader in the auction industry. ESSENTIAL DUTIES & RESPONSIBILITIES: Client Interaction: Professionally handle incoming calls, emails, and chat inquiries with a focus on delivering exceptional customer experiences. Data Management: Accurately document all communications and payment information into the client database with meticulous attention to detail. Problem-Solving: Resolve client concerns promptly, ensuring timely follow-up and complete resolution. Payment Processing: Process and record payments with precision and adherence to company protocols. Relationship Building: Engage clients through open and interactive communication, fostering trust and long-term relationships. Order Management: Manage client catalog orders and incoming auction bids efficiently. Customer Satisfaction: Maintain organization's high standards for client satisfaction by providing accurate, clear, and complete information. Flexibility: Work extended hours and weekends at least twice a month to support high-demand periods. EDUCATION & EXPERIENCE: High school diploma required. 2+ years of customer service experience in a fast-paced, client-facing role. Experience in email and chat-based customer communication (2+ years). Proficiency in Microsoft Outlook and Excel is a must.

Our client, a Financial Services Firm, is seeking an Client Services Representative in their Dallas, TX location: Responsibilities: • Handle complex and escalated issues from financial professionals and customers. • Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc. • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer • Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule. • Utilize the CRM (Client Relationship Management) tool to accurately record each call. • Work independently within the team to assist callers without requiring outside assistance. • Participate in special projects as assigned. • Provide training support on department process and system navigation. What you need to have: • 1+ year of previous call center experience • 1+ year of proficiency with Microsoft Office tools. • Must have High School diploma or GED Really catch our eye with: • Demonstrate a real passion for providing high level of customer service. • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills • Top notch communication and interpersonal skills • Keen eye for detail • Highly responsive to coaching and training. • Able to work well independently as well as collaborating with team members and other peers/leaders • Show an understanding of the Financial Services Industry and our role in it. • Banking experience • College degree or equivalent experience Our top performers share the following traits: • Adaptable to change in a fast paced environment. • Courteous and empathetic to client concerns • Superior listening skills • Positive role model to colleagues • Team player attitude • Energetic and results-oriented