6356A | Habilitation Support Professional
Customer Service Representative Job 22 miles from Livingston
Make a bigger difference PURPOSE: The Mishkon Division of The Jewish Board provides supports and services in a healthy and safe environment for individuals with intellectual/ developmental disabilities living in residential programs and in community settings. Our core values are to provide a healthy and safe environment that promotes person centered planning, community integration, and close collaboration with families and the community. This is all accomplished through an Orthodox Jewish lens, and with an understanding that staff, at all levels of the division, is the determining factor in achieving positive outcomes for our clients.
POSITION OVERVIEW:
The Habilitation Support Professional (HSP) supports individuals with Intellectual and Developmental Disabilities in the Home and Community Based Setting (HCBS) and the Day Habilitation programs. The HSP is required to follow the Individualized Service Plan (ISP), and/or the Day Habilitation Plan promoting independence and person-centered decision making.
KEY ESSENTIAL FUNCTIONS:
• Responsible for clients in the home or day habilitation setting ensuring safety of the clients, promoting independence, and working in a person-centered manner to meet the needs and choices of the client.
• Responsible to tend to personal hygiene needs of the client(s).
• Work with client, guardian/advocate and supervisor to help identify valued outcomes for the individualized habilitation plan.
• Implements the valued outcomes on a daily basis using agency documentation procedures.
• Develop and implement activities with clients and their primary care givers.
• Accompany clients on trips and outings and supervises activities.
• Participate as a member of the interdisciplinary team at treatment planning meetings to review progress and plan valued outcomes for the next six months.
• Shares and documents experiences and observation of the client(s) with treatment team during in person supervision, phone calls, and utilizing the electronic health record, including contacting supervisor for any medical or behavioral occurrence that is outside the baseline of the client.
• Understand all safeguards listed in the individuals' treatment plan and follow accordingly.
• May be called upon to dispense medications (specific to Day Habilitation) should medication administration be needed during these hours.
• Complete OPWDD documentation requirements including monthly checklist and summary on a monthly basis.
• Follow agency guidelines for timekeeping through Dayforce, as well as completing mandatory agency trainings.
• Complete ongoing OPWDD and other trainings as required.
CORE COMPETENCIES for the position include:
• Compassion, empathy, patience, and genuine desire to make a positive impact on individual's lives.
• Excellent client engagement skills.
• Strong communication and interpersonal skills.
• Attentiveness to individuals and colleagues.
• Adaptability to address situations.
• Building and Maintaining Positive Relationships.
• Ability to adapt to changing situations and work effectively as part of a team.
• Demonstrating Professionalism.
• Supporting Good Health.
• Supporting Safety.
EDUCATIONAL/TRANING REQUIRED:
• High School diploma or a minimum of 1 year experience working with the IDD population and must be at least 18 years of age. AMAP certification required for the Day Habilitation setting during probationary period.
EXPERIENCE REQUIRED/LANGUAGE PREFERENCE:
• Experience working with individuals with Intellectual Disabilities preferred.
COMPUTER SKILLS REQUIRED:
• Basic computer skills required including agency software programs and Electronic Health Record.
VISUAL AND MANUAL DEXTERITY:
• The candidate must be able to review treatment plans and document daily logs. The candidate must be able to have the dexterity to pick up small items to work with clients on a variety of activities.
WORK ENVIRONMENT/PHYSICAL EFFORT:
• Transferring client physically where prescribed.
If you join us, you'll have these great benefits:
• Generous vacation time, in addition to paid agency holidays and sick days
• Affordable and high-quality medical/dental/vision plans
• 403(b) retirement benefits and a pension
• Tuition assistance and educational loan forgiveness
• Free continuing education opportunities
• Flexible spending accounts for health and transportation
• 24/7 Accessible Employee Assistance Program
• Life and disability insurance
Who we are:
The Jewish Board delivers innovative, high-quality, and compassionate mental health and social services to over 45,000 New Yorkers each year. We are unique in serving everyone from infants and their families to children, teens, and adults. We are proud to employ and serve people of all religions, races, cultural backgrounds, gender expressions, and sexual orientations. We are committed to building diverse, equitable, and inclusive teams to help support our mission, and we strongly encourage candidates from historically marginalized backgrounds to apply to work with us.
More on Equal Opportunity:
We are an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by applicable federal, state, or local law.
Customer Retention Representative - Entry Level
Customer Service Representative Job 3 miles from Livingston
Non-Negotiable Base Pay: $20.50/hour + Uncapped Commission 1st Year On-Target Earnings: $68,000. No sales experience required. Paid full-time training provided!
Our award-winning Inside Sales & Retention team excels at driving customer decisions by selling the value of EchoStar's products and services using a consultative approach. This role involves 100% inbound calls from new and existing customers.
Job Duties and Responsibilities
What You'll Do:
Position and sell products/services to new and existing customers
Assess customer needs and offer the best solution
Bounce back from challenging calls and stay focused on long-term goals
Manage time effectively while engaging with customers and handling data entry
Provide exceptional customer service to build and maintain relationships
What's in it for You:
Career Growth: Opportunity to promote up to two levels in your first year
Uncapped Commission: Top performers earn over six figures
Rewards and Recognition Program: Earn high-value prizes & trips
Comprehensive Benefits: Paid training, time off, Medical, Dental, Vision, Life Insurance packages, HSA, 401(K) with company match, Employee Stock Purchasing Program and Tuition Reimbursement
Exclusive Perks: Complimentary DISH TV ($114.99/month), discounts on Sling TV ($5/month), and Boost Mobile plans (starting at $15/month)
Application Process Overview:
After completing your application, the next step is a 15-20 minute questionnaire. You'll also get a chance to watch brief videos for a realistic role preview.
Skills, Experience and Requirements
High school diploma/GED
Ability to work full-time on-site
Flexible to work shifts which can include evenings, weekends, or holidays
Smartphone/device with active network connection
Pre-employment screen
Key skills: Competitive spirit, persuasion, growth mindset, customer service, dependability, integrity
Salary Ranges
Compensation: $20.50/Hour - $34.87/Hour
Benefits
We offer versatile health perks, including flexible spending accounts, HSA, a 401(k) Plan with company match, ESPP, career opportunities, and a flexible time away plan; all benefits can be viewed here: DISH Benefits.
The base pay range shown is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, and competencies; compensation is based on the role's location and is subject to change based on work location.
Candidates need to successfully complete a pre-employment screen, which may include a drug test and DMV check. Our company is committed to fostering an inclusive and equitable workplace where every individual has the opportunity to succeed. We are dedicated to providing individuals with criminal or arrest records a fair chance of employment in accordance with local, state, and federal laws.
The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled.
Legal Services Associate
Customer Service Representative Job 22 miles from Livingston
ORGANIZATION HISTORY AND MISSION
The MinKwon Center for Community Action is a dynamic, mission-driven, and people-powered nonprofit organization that serves, educates, and organizes the Korean American, Asian Pacific American (APA), and immigrant communities in New York and around the country. The MinKwon Center offers free assistance for immigration and public benefits, provides free legal representation for immigration and housing, promotes civic participation with voter and census registration and outreach, and organizes campaigns with other local, state, and federal coalitions. By prioritizing the needs and voices of low-income, undocumented, youth, senior, and limited English proficient residents, we are building a multilingual, multi-generational base of engaged community members to achieve social and economic justice for all.
JOB DESCRIPTION
We are seeking a dedicated and talented individual to serve as a Legal Services Associate. MinKwon's Social and Legal Services Program provides direct services to over 2,500 low-income households annually. This position is housed in our Immigration Legal Services program and is required to attain DOJ accreditation.
Essential duties and responsibilities include the following:
Conduct comprehensive immigration screenings, intakes, and case assessments.
Provide information about eligible immigration benefits, assist clients with gathering documents, and complete immigration applications & petitions.
Provide technical assistance to staff attorneys where appropriate.
Coordinate regular immigration legal clinics and schedule appointments.
Manage immigration grant deliverables - complete case reports in a timely manner and assist in the completion of narrative reports.
Process immigration-related correspondence and manage routine client communications.
Maintain detailed and up-to-date notes in case management system, and in physical and electronic files.
Prepare and conduct community outreach and educational workshops.
General administrative and clerical duties.
QUALIFICATIONS
The minimum required qualifications for this position include the following:
Korean fluency is required.
Bachelor's degree required.
Ability to work well independently, in teams, and in collaboration with outside organizations.
Proficiency in Microsoft Office and Google Suite applications.
Ability to work in a multicultural environment and with limited English proficient communities.
The ideal candidate will also have the following preferred qualifications:
Previous experience with immigration legal or social services.
Spoken and written fluency or proficiency in the following languages: Mandarin, Cantonese, other Chinese dialects, and/or Spanish.
Knowledge, interest, and commitment towards concepts and issues of social, political, and economic justice and positive social change in the U.S., especially in the context of Korean American, APA, and/or immigrant communities.
Ability to be highly organized, meet deadlines, manage a high caseload, and take initiative on projects with minimal supervision.
Experience with data entry and management.
HOW TO APPLY
Please submit a cover letter and resume to **************.
Please write 'Legal Services Associate' in the email subject line, and please specify in your email how you found out about this position. (website, LinkedIn, Indeed, Facebook, etc.) Screening of complete applications will begin immediately and continue on a rolling basis until the position is filled and this posting is removed. Due to the high volume of applications, the MinKwon Center will only contact applicants who have been selected for an interview. No phone calls, please.
EQUAL OPPORTUNITY EMPLOYER
The MinKwon Center for Community Action does not discriminate against current or prospective employees based on race, color, religious creed, national origin, ancestry, sex, gender identity, age, marital status, family or dependent status, criminal record, disability, mental illness, sexual orientation, genetics, active military, credit score and history, or any other protected class in accordance with applicable federal, state, and local laws.
Member Service Agent
Customer Service Representative Job 22 miles from Livingston
Spring Place is a private membership club and co-working space, connecting work, leisure, and culture for its community of global influencers, creative entrepreneurs, and industry leaders.
Role and Responsibilities
Greet members and guests warmly, checking them in and making them feel welcome
Assist members with requests, problems, concerns, complaints and/or incidents/accidents brought to the Member Services desk in an attentive, courteous, respectful, helpful and efficient manner and/or escalates to management
Manage Member Services mailbox: respond to member questions and/or concerns where applicable and/or redirecting emails; manage phone calls from guests, post mail and packages for members and staff, etc.
Ensure that member spaces and lobby areas are orderly and welcoming
Positive influence for productivity and assisting fellow teammates with incoming inquiries by providing solutions and resources to support their overall success
Maintenance of Spring Place member database (NEXUDUS profiles)
Properly maintains the daily log, by tracking completed tasks, issued keys, issued lockers and reviewing the communications log on a routine basis
Accommodates member and guest's needs by scheduling, confirming and changing reservations for conference accurately and timely; enforces cancellation policies and follows up on collections.
Ensures that all conference rooms are kept in accordance with standard operating procedures and health and safety guidelines.
Provides current and detailed information about all services and products offered by Spring Place; maximizes revenue by promoting services, solicits member and guests feedback.
Assist with various projects and related duties as assigned
Qualifications/ Skills
2+ years' relative experience in customer service
A passionate team player with excellent drive, confidence and interpersonal skills.
Experience with dealing with celebrities and high-profile events is useful.
Ability to work effectively under time constraints and deadlines
Enthusiastic, highly motivated and a proactive team player
Ability to multitask, prioritize and manage time efficiently
Excellent verbal and written communication skills
Must be able to work in a fast-paced environment
Flexible schedule including morning, afternoon, evening, weekends and holidays (if needed)
Reliable, representative, positive and enthusiastic
Please note this job description is intended to convey information essential to understanding the scope of the job and the general nature, level, and expectation of the work to be performed. It is not designed to cover a complete list of qualifications, skills, efforts, duties, responsibilities, or activities associated with this position, as they may change at any time, with or without notice.
FIG Clients Associate Corporate Banking
Customer Service Representative Job 22 miles from Livingston
Summary of Responsibilities:
A FIG Banking Associate is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Associate's primary responsibility is to support FIG Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to FIG clients as part of the US Institutional Plan.
The Associate will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams.
Prior Credit Analysis skills required (covering Financial Institutions)
List Major/Essential Job Duties:
Credit and Financial Analysis
Prepare credit analysis for new and existing Financial Institutions Coverage clients in the Insurance, Banks, Asset Management and Financial Payments verticals.
Build and modify financial models
Conduct detailed financial analysis for onboarding new clients.
Marketing and Deal Execution
Identify and understand client needs, promptly responding to all client requests.
Coordinate transaction closings, including management of all documentation and follow-up.
Prepare for client meetings, including presentation materials, background information and call plans.
Research and evaluate potential new client relationships.
Risk/reward Analysis and Decisions
Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc.
Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America.
Participate in Credit Committees jointly with Relationship Managers.
Internal Coordination and Problem Solving
Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc.
Coordinate internal procedures with the Credit, Operational and Legal departments.
Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development.
Information Management and Reporting
Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts.
Ensure integrity of domestic/global profitability information gathering for internal team reporting.
Maintain the Customer Relationship Management system for pipeline and profitability reporting.
Level of Complexity and Risk Involved:
The Associate position requires a high level of involvement and responsibility. Associates are responsible for substantial amount of in-depth analysis and research and play a crucial role on deal execution and interaction with clients.
For each client in the portfolio, the Associate plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank.
Scope of Duties
:
Associates play a critical and indispensable role as members of the FIG Banking team. Associates support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Associates are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables.
Additional expectations within the scope of the Associate role:
Ability to interact and communicate effectible with internal and external clients.
Strong knowledge of finance and accounting.
Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail).
Successful interaction with the various product groups and colleagues.
Ability to work under pressure.
Develop solid knowledge of banking products and services.
Strong work ethic and high degree of proactiveness.
Skills, knowledge, and abilities/Competencies:
Technical Skills:
Bachelor's degree with 5 years minimum of work experience; MBA preferred
Fluency in English
Strong analytical and financial modeling skills
Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus
Understanding of international economics and markets
Credit Training a plus
SIE, Series 7, and Series 63 required (or willing to obtain within 6 months)
Performance Skills:
Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, FIG, and local relationship managers)
Ability to work under pressure
Strong attention to detail
Strong interpersonal and teamwork skills
Management Responsibilities:
Associates work with and report to various senior bankers. Each Associate is responsible for a set number of client accounts within various industry sector(s).
Associates are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $140,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Customer Relationship Management Specialist
Customer Service Representative Job 22 miles from Livingston
About Us:
At IPPOLITA, we specialize in creating exquisite, handcrafted fine jewelry that reflects timeless beauty and craftsmanship. Our commitment to exceptional quality and outstanding customer service is at the heart of everything we do. We are currently seeking a
Customer Logistics & Repair Specialist
to join our dynamic team and provide top-tier service to our valued customers.
Position Overview:
As a
Customer Logistics & Repair Specialist
, you will be the key point of contact for customers who need assistance with returning, exchanging, or repairing jewelry. Your role will involve coordinating the logistics of product returns and repairs while ensuring a seamless and positive customer experience. The ideal candidate will have a strong attention to detail, excellent communication skills, and a passion for providing high-quality service. While jewelry expertise is not required, an understanding of customer needs and a commitment to accuracy and professionalism are essential.
Key Responsibilities:
Customer Assistance: Act as the main point of contact for customers who have inquiries or requests regarding returns, exchanges, or repairs of purchased jewelry.
Process Returns & Exchanges: Handle return and exchange requests, ensuring the proper documentation and accurate processing of each transaction.
Repair Coordination: Work closely with our repair team or external repair vendors to facilitate the repair process, keeping customers informed on the status of their items.
Customer Communication: Provide clear, empathetic, and courteous communication with customers via phone, email, or chat, ensuring their questions and concerns are addressed promptly.
Documentation & Tracking: Maintain accurate records of all customer interactions, returns, exchanges, and repair statuses. Update the customer relationship management (CRM) system as needed.
Quality Assurance: Ensure all items returned or exchanged meet the company's quality standards and that all repairs are handled with attention to detail and care.
Problem Resolution: Address any issues or challenges related to customer requests, finding practical solutions to ensure customer satisfaction.
Cross-Department Collaboration: Work closely with the sales, customer service, and repair teams to ensure a seamless customer experience and efficient processing of orders.
Qualifications:
Detail-Oriented: A keen eye for detail is essential to ensure accuracy in processing returns, exchanges, and repairs.
Excellent Communication Skills: Ability to communicate clearly and professionally, both verbally and in writing. Must be friendly, empathetic, and patient when interacting with customers.
Customer-Focused: Passionate about providing exceptional customer service and able to resolve issues in a calm, positive, and effective manner.
Experience in Customer Service: Previous experience in customer service or a client-facing role, especially in retail or luxury goods, is a plus.
Organized: Strong organizational skills to handle multiple tasks and inquiries efficiently.
Adaptable: Comfortable learning new systems and processes in a fast-paced environment.
Team Player: Able to collaborate well with cross-functional teams and contribute positively to the workplace culture.
Desirable Skills:
Experience working with fine jewelry or luxury products (not required but preferred).
Familiarity with CRM systems or similar software.
Knowledge of basic jewelry care and repair processes (training will be provided).
Why Join Us?
At IPPOLITA, we offer a collaborative and positive work environment where employees are encouraged to grow professionally and personally. As a part of our team, you'll play a vital role in ensuring that our customers have a wonderful experience with our brand. We value detail, craftsmanship, and exceptional service, and we're looking for someone who shares those same values.
How to Apply:
Please submit your resume along with a brief cover letter explaining why you'd be a great fit for this role to *****************************.
Customer Service Representative (On-Site) - NJ
Customer Service Representative Job 18 miles from Livingston
This is an On-Site role in our Piscataway, NJ location.
About Us:
Team Beans/Forever Collectibles, LLC (FOCO) is a worldwide leading manufacturer of sports and entertainment merchandise, including products ranging from collectibles and novelty items to promotional memorabilia. With all the major sports licenses at our fingertips, along with a powerful infrastructure and broad variety of products, our company is reaching new heights every day. The success of FOCO's expansion is directly related to our ability to bring fresh designs and manufacturing techniques to categories in need of innovation. We are constantly searching for dedicated and driven professionals to join and help grow our team!
Job Summary:
We are seeking an passionate sports fan and motivated Onsite Customer Service Representative to join the FOCO team and provide an unforgettable experience for all our customers. In this role, you will provide outstanding support to fans around the world, ensuring their inquiries and issues are resolved promptly and effectively. Your ability to connect with customers and represent our brand values will play a crucial role in maintaining our reputation for excellence.
Key Responsibilities:
Customer Support: Assist customers with inquiries via chat, email, and phone, addressing questions about products, orders, and policies via Zendesk and ensure tickets are answered on-time and with excellent customer service.
Problem Resolution: Handle customer complaints and issues with empathy, working to resolve them swiftly and efficiently to ensure customer satisfaction.
Product Knowledge: Maintain a strong understanding of our product line to provide accurate information and recommendations to customers.
Order Management: Process orders, returns, and exchanges in a timely manner, ensuring all transactions are accurately recorded and communicated to the customer.
Feedback Collection: Gather customer feedback to help improve our services and product offerings and communicate insights to the management team.
Team Collaboration: Work closely with other departments, such as sales and logistics, to ensure a seamless customer experience.
Brand Representation: Uphold the company's values and mission in every customer interaction, promoting a positive and professional image of the brand.
Qualifications:
2+ years of customer service experience
Experience with Zendesk and Shopify is REQUIRED.
High school diploma or equivalent
Fluency in English
Strong communication skills, both verbal and written.
Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
Proficient in using customer service software and Microsoft Office Suite.
Passion for sports and a good understanding of our product offerings is a plus.
Must be able to pass a background check.
Flexibility to work various shifts, including weekends and holidays.
Show up for work!
Come on time and be committed to be your best.
What We Offer:
Competitive salary and benefits package.
Opportunity to work in a vibrant, sports-focused environment.
Climate Controlled office setting.
Career growth and development opportunities.
Employee discounts on our products.
A supportive team culture that values collaboration and innovation.
Tryouts are open at FOCO! Our team is passionate, talented, unified, and charged with creating the fan experience of tomorrow. The ball is in your court now.
Customer Service Representative- Commercial Surety
Customer Service Representative Job 21 miles from Livingston
Who are we?
Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience-plus technology-to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth-and invite a diversity of motivated achievers to come, learn, work, create, grow-and succeed-with Colonial.
Who are we looking for?
Position Overview
We are seeking a Customer Service Representative (CSR) with strong administrative skills to join our team. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations. The ideal candidate has excellent communication skills, attention to detail, and the ability to multitask in a fast-paced insurance environment. Prior experience in Customer Service is a must, 2-3 years of experience-as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities:
Serve as the first point of contact for clients via phone, email, and in-person inquiries.
Assist customers with policy questions, renewals, endorsements, and claims processing.
Educate clients on insurance products and coverage options to ensure they understand their policies.
Handle customer complaints and escalate complex issues to the appropriate department.
Maintain a high level of professionalism, empathy, and accuracy in all customer interactions.
Administrative Responsibilities:
Process and maintain policy applications, endorsements, renewals, and cancellations.
Ensure accuracy in data entry and documentation within internal systems.
Assist in preparing reports, tracking policy renewals, and organizing client records.
Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.
Handle general office tasks, including scheduling, correspondence, and file management.
Qualifications & Skills
Experience:
2-3 years of customer service experience in insurance, finance, or a related industry.
Prior administrative experience in an insurance agency or brokerage is a plus.
Skills & Competencies:
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and insurance CRM/software.
Ability to handle multiple tasks and prioritize efficiently.
Detail-oriented with strong organizational and problem-solving skills.
Knowledge of insurance terminology and regulations (preferred).
Education & Certifications:
BA in Business or applicable field
Client Relations Specialist
Customer Service Representative Job 19 miles from Livingston
An award winning law firm is seeking a Client Relations Specialist to join their team. Apply now to learn more about this exciting opportunity!
Onsite for training period then hybrid schedule
As Client Relations Specialist, you will handle phone calls with clients to obtain relevant information
about their claims or provide a status update on their specific case. You will utilize all forms of communication (phone, e-mail, text, and webchat) to communicate with clients. Our Client Relations mentality is to approach each interaction with a client with a high degree of compassion and immediately build rapport to ensure clients have a positive experience.
Legal experience preferred, experience with CRM, salesforce, legal software a plus
Bachelor's or Associates' college degree
Bilingual (Spanish) a plus
Fund Services - Investor Services Representative
Customer Service Representative Job 22 miles from Livingston
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Fund Services
This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than 1,300 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Mumbai, and Bangalore.
The global Investor Services (“IS”) team is responsible for delivery of transfer agency services and interactions with our clients' investors. IS work staff distributes offering materials to investors, collects completed subscription documents, accepts subscription funding and moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly statements, handles redemption processing, and performs various other functions to support the Fund/Investor relationship. Staff for this function are in Manhattan and Purchase New York, Dublin, Mumbai and Bangalore.
We are seeking an Investment Services Professional in Purchase and New York City.
Responsibilities of an Investor Services (IS) Professional:
Providing day-to-day Investor services to both the Fund Manager and the investors in the fund
Providing oversight and guidance to other members on the team
Keeping line management appraised of operational issues in a timely manner
Principle Accountabilities:
Service Delivery
Act as a primary contact point for fund investors
Act as a primary contact point to the Fund Manager for investor related information
Provide authorized parties with copies of fund investment documentation
Open new investor accounts ensuring compliance with the fund documentation, anti- money laundering requirements, statutory regulations and company policies and procedures
Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures
Process the cash movements associated with investor activity
Provide investors and their nominees with statements, contract notes and other documentation
Handle queries from investors and fund managers in a professional and prompt manner, escalating where appropriate
Ensuring that the records of the fund are maintained in a complete and organized manner
Produce Management Information Systems (MIS) and other internal operational reports that assist in the effective operation of the team
This role has particular responsibility for the second level review of activity entered by fellow team members
All of the above should be carried out in compliance with the Service Level Agreements agreed with each client
Skills Required
Team Leadership: An IS Professional in Investor Services plays a key role in the day-to-day operation of our team
Key responsibilities:
Training and mentoring of some individual team members
Ensure that individual team members are aware of the polices, controls and procedures that apply to their role
Providing an escalation point for team members
Ensuring that line management are made aware of any issues in a timely manner
Highlighting resource constraints to line management
Compliance: Investor servicing requires compliance with a range of policies.
Key responsibilities:
A detailed knowledge of the offering documentation for the funds being serviced
A thorough knowledge of the regulations that pertain to the domicile of the fund being serviced
A thorough knowledge of our internal policies and procedures. Particular emphasis is required on all matters relating to Anti-Money laundering controls
Projects: The IS Professional plays an important role in various IT and Operational Projects.
Key responsibilities:
Identifying system enhancements that reduce operational risk, create operational efficiency or improve customer service
Participating in the key elements of the project life cycle (Specification, Testing and Operational Implementation)
Participating in the in conversion of records from other administrators
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Expected base pay rate for the role will be between $90,000 to $115,000 for an Associate, and $120,000 to $140,000 for a Director, per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Customer Service Representative
Customer Service Representative Job 20 miles from Livingston
Under supervision and following established policies and procedures, provides excellent customer service by efficiently and accurately processing all transactions. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.
DUTIES
Receive checks and cash for deposit; verify amounts and examine checks for endorsement and any errors.
Enter deposits and issue receipts.
Cash checks and pay out money upon verification of signatures and customer balances.
Place holds on accounts for uncollected funds.
Sell Cashier's checks and other monetary instruments.
Process Loan payments.
Process outgoing wire.
Process return items.
Notify customers of incoming wires.
Properly handle Safe Deposit customer.
Assist with daily call-backs.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION: High school diploma or equivalent.
EXPERIENCE: Cash handling, customer service, general office experience helpful.
SKILLS/ABILITIES
PC literate
typing
Proficient in math
Organized and detail-oriented
Strong communication skills
Bilingual may be required
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Customer Service Representative
Customer Service Representative Job 10 miles from Livingston
Our client, a well known beauty brand, is seeking a LTT Customer Service Representative II for their Berkeley Heights, NJ team. This role is on a hybrid schedule and the role guarantees a 40 hour work week. The assignment will last for at least 1 year with the potential to extend. It will begin ASAP!
Job Description:
Serve as a Digital Beauty Advisor across all social platforms by reactively engaging with fans and followers in a timely manner (TikTok, Facebook, Instagram, Twitter)
Support public channels (social, R&R, Q&A) by providing insight, strategy recommendations and engagement as needed
Attend brand and care trainings, work sessions and meetings to stay up to date with social strategies and best practices
Able to compose custom responses that clearly address the issue in a way that is understandable by the consumer
Recognizes and recommends new ways to influence consumers in their purchase decision
Alert critical customer complaints to internal teams and assist with problem solving
Provide social content and engagement recommendations based on consumer feedback and trends
Stay up to date on new social media platforms, tools, and best practices
Live in the social ecosystem, stay on top of emerging trends in the landscape
Responsiveness:
Maintain 100% Reply Rate and established Response Time goals across social channels
Maintain consumer satisfaction and sentiment scores as established by the group
Monitor personal social KPI's
Offers schedule flexibility to support the needs of the business which included weekends
Meets established quality standards in all contacts across all channels
Responsible for recognizing opportunities for improvement in our policies or processes and leading the initiative to reduce disruptions in service or detract from customer satisfaction
Qualifications:
Bachelor's Degree
1-2+ years' social media engagement experience
Customer Service experience desired
Customer obsessed mindset
Knowledge and experience with major social media platforms required
Able to work in a fast-paced, dynamic environment, both independently and as part of a cross-functional team
Must have a sense of urgency with a high degree of flexibility, adaptability, resourcefulness, and responsiveness; willingness to work outside standard hours which includes weekends
Report back to internal team to funnel insights into product / experience / content creation strategy
High level of organization, attention to detail and positive attitude
Interest in beauty, fashion and/or lifestyle brands
Exceptional writing skills
Excellent problem-solving ability
Proficient in Microsoft applications including PowerPoint, Word and Excel
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Financial Services Representative
Customer Service Representative Job 22 miles from Livingston
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience
Customer Service Representative
Customer Service Representative Job 17 miles from Livingston
Support sales team through varies order processing procedures to provide the highest level of customer satisfaction.
Key Responsibilities:
Process in-coming customer calls requiring orders, price quotations, product availability, order status, etc.
Process all incoming sales orders including phone, web, email, EDI into ROI.
Generate quotes on stock products.
Complete all required shipping documentation for proper delivery of foreign orders.
Perform invoicing as required including adding freight charges and billing customers.
Process all credit card orders.
Process daily incoming company mail.
Provide administrative support for Sales Support, Sales, etc.
Adhere to all ISO 9001 policies and procedures that govern our business.
Performs other duties as assigned.
Education:
High School Diploma, GED, or equivalent experience
Experience:
0-1 years’ prior relevant experience
Minimum Requirements/Qualifications:
Ability to interact with customers in a professional manner
Basic computer skills including Microsoft Office
Excellent communications and customer service skills
Good organizational and team related skills
Thrives in a fast-paced, collaborative environment, efficiently works under pressure, within deadlines or other time essential constraints
Excellent communication skills, both written and verbal, to clearly and concisely communicate to all levels of the organization
Strong work ethic and an ability to excel within a rapidly changing and growing organization
Inside Customer Service Representative
Customer Service Representative Job 13 miles from Livingston
Grignard Company is a leading producer of specialty chemical products, serving customers worldwide in the Industrial, Entertainment, and Consumer Products sectors. Our high-quality products are developed by our in-house R&D team and manufactured in the USA.
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Key Responsibilities:
This is an in-office position.
Customer Support (Lead Customer Satisfaction Team Member):
Adhere to all SOPs for Customer Support.
Handle incoming and outgoing customer calls to ensure timely communication and support.
Provide shipping rates for customer inquiries and prospects to ensure the best value.
Communicate new orders to the appropriate Business Development/Account Management representative in the system.
Maintain and update customer profiles in the accounting system.
Maintain the Sample Request process, including tracking numbers and shipment dates for all customers/vendors.
Office Administration:
Adhere to all SOPs for Office Administration.
Maintain all supplies necessary to support office operations.
Handle invoice processing, including scanning to DCP.
Create SOPs for Office Administration to standardize repetitive job functions as needed.
Qualifications:
Bachelor’s Degree or 4 years of work experience in Customer Service.
Strong communication and interpersonal skills.
Ability to manage time effectively and prioritize tasks in a fast-paced environment.
Detail-oriented with strong organizational skills.
Proficient in Microsoft Office.
Proficient in using Zoho CRM software or similar CRM software.
Proficient in using Sage accounting software or similar accounting software.
What We Offer:
Base Salary
Comprehensive benefits package, including health, dental, and vision insurance.
401(k) plan
Opportunities for professional development and career advancement.
A collaborative and supportive work environment.
Grignard Company, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join Grignard Company and be part of a team that is driving innovation and excellence in the chemical solutions industry!
Customer Service Representative
Customer Service Representative Job 14 miles from Livingston
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for assisting customers with all issues with their online sports betting and iCasino accounts:
Applicants must be available to work any 8 hour shift between the hours of 10am -12am any day of the week. Agents are required to work in office 3 days per week.
Responsibilities
Communicate with customers via phone, email and live chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Sports interest and knowledge
Customer Service Representative
Customer Service Representative Job 27 miles from Livingston
Scope of the job:
The Customer Service role at Rotarex is a dynamic, client-facing position responsible for managing global customer relationships, processing orders, resolving issues, and supporting the sales team. It involves handling inquiries, coordinating with internal departments (like logistics and production), and ensuring timely delivery of products and services. The role requires strong communication skills in English, along with technical understanding to interpret product specifications. Proficiency in tools like SAP and Microsoft Office is essential, as is the ability to manage administrative tasks, maintain accurate records, and contribute to continuous service improvement.
Required education level:
Associate's degree in International Business, Trade Relations, or a related field.
Required experience in similar position:
Previous experience in technical or industrial customer service, dealing with various international clients, including distributors, end-users, and corporate accounts.
People management:
No
Main Responsibilities:
Related to Customer Service
· Respond to customer inquiries regarding products, services, and delivery timelines.
· Process and follow up on orders, invoices, and payments.
· Maintain and update customer account information.
· Resolve customer issues by investigating problems and offering solutions.
· Provide administrative support to the sales team.
· Collaborate with logistics, finance, and technical teams to ensure smooth operations.
Soft Skills
· Excellent communication and interpersonal skills.
· Professional and customer-oriented attitude.
· Ability to work independently and in a team.
· Strong organizational skills and attention to detail.
Benefits and Work Environment
International, innovative industrial company with global reach.
Family-style corporate culture.
Flexible working hours.
Opportunities for training, growth, and internal mobility.
Employee support programs for major life events.
Required skills:
· Associate's degree in International Business, Trade, or a related field.
· Previous experience in technical/industrial customer service (B2B preferred).
· Proficiency in English.
· Strong understanding of customer needs and ability to handle technical questions.
· Comfortable working with Microsoft Office tools (Outlook, Excel, Word).
· Experience with ERP systems like SAP is a plus.
· Strong interpersonal and communication skills required
· Excellent organizational, project and time management skills with ability to multi-task
· Excellent analytical and problem-solving skills, attention to detail and rigor required
· Must be a team player, equally successful at working independently or with other people
· Ability and willingness to be flexible and adapt to rapidly changing work environments, responsibilities,
competing priorities, and tight deadlines
· Strong ethical values
Client Engagement Specialist
Customer Service Representative Job 22 miles from Livingston
Make a bigger difference PURPOSE: The Jewish Board's Community Behavioral Health treatment programs provide compassionate, high quality, evidence-based services to individuals and families in the communities we serve. Our staff use a culturally affirming, person centered approach to help individuals and their families develop skills and resources to improve overall functioning, to instill hope, and to strengthen resiliency. Our programs work closely with community partners to address health disparities in our neighborhoods while also celebrating the strengths and resiliency of our communities.
PROGRAM DESCRIPTION:
The Client Engagement Specialist team is the front office, reception and scheduling team for The Jewish Board Outpatient Clinics and CCBHC programs. The team works closely with callers, referring agencies, and Jewish Board Clinic staff, therapists and psychiatric providers to ensure clients are getting care and services appropriate to their needs. The team is the main point of contact for existing clients and new clients receiving outpatient services at the Jewish Board, so an expertise in customer service is essential. Additionally, the team gathers sensitive information (e.g. PHI) as part of the front office, reception and scheduling process and appropriately responds to acute clinical/safety concerns that may be identified.
POSITION OVERVIEW:
The Client Engagement Specialist is responsible for answering, returning, & screening calls/requests, collecting and scanning documentation and co-pays as required, checking clients in/out as required, scheduling and confirming appointments made to the Jewish Board Main Reception Line (1-855-CLINIC-1) for outpatient Clinic and CCBHC programs and when clients call the clinic directly or visit the clinics in-person. Additionally, they will be responsible for scheduling appointments for existing clients assigned to these programs. The Client Engagement Specialist will ensure communication with clients is documented appropriately in the chart where necessary and/or make the clinic leadership aware of client needs where follow-up is needed by clinically trained program leadership, therapists or psychiatric providers
KEY ESSENTIAL FUNCTIONS:
• Professionally and cordially manage all interactions with clients whether in-person at the clinics or over the phone.
• Notify appropriate parties of any/all next steps or follow-up needed or of call outcome to ensure all parties informed of service provided to client(s)
• Document service provided via info note in client chart where appropriate or required.
• Schedule new (e.g. psych eval, med. management, individual psychotherapy, etc...) appointment(s) or follow-up appointment(s). When scheduling appointments, the Client Engagement Specialist will:
• Confirm provider's recommendations for appointment and appointment format (e.g. telehealth versus in-person).
• Review appointment options in Avatar Scheduler
• Identify client's preferred form of communication (e.g. phone call, email, text....)
• Outreach client to schedule next appointment
• Confirm client's availability and session format (e.g. telehealth v in-person
• Provide client with the Jewish Board's Main Reception Line (1-855-CLINIC-1) number to contact if appointment needs to change.
• Enter data into scheduler
• Send client initial confirmation of next appointment via client's preferred form of communication
• Enter date of reminder sent into scheduler notes section
• Send Clinic Office Manager the daily list of daily appointments scheduled at the beginning of each day.
• Manage virtual clinic waiting rooms via format used by agency (e.g. zoom, Avatar nx) to:
• Communicate with clinic staff, therapists and psychiatric providers via Microsoft Teams, email, phone, text, zoom chat, etc... throughout shift to inform of:
• Appointment cancellations
• Appointment no shows
• Client Arrivals
• Appointment timeliness
• Emergencies
• Changes to schedules
• Client Engagement Specialist Shift Change
• Communicate with Clients to:
• Check-in for appointment
• Collect co-pay / documentation
• Keep them informed and/or answer questions re:
• Delays in start time
• Early arrival/actual appointment time
• Answer non-clinical/medical questions regarding clinic services or Jewish Board Services other than Clinic Services
• As needed, assist with returning voicemails for other virtual clinics and incoming calls
• Check in/check out in-person clients at clinics
• Perform data entry and handle routine office administrative tasks or program errands
• Other duties as assigned.
REQUIREMENTS:
• BA in related healthcare field or minimum two years related work experience preferred
• Ability to work well with others and as part of a team
• Ability to work autonomously as needed in a hybrid (remote and in-person) work setting
• Experience working under pressure in a multi-tasking, fast paced environment
• Ability to communicate effectively and appropriately with clients, potential clients, colleagues, supervisors and other Jewish Board staff.
• Strong attention to detail and organizational skills
• Excellent interpersonal skills
• Significant experience with providing excellent customer service
• Bilingual preferred but not required
• Work Flex schedule with rotation that includes some evening and weekend hours
COMPUTER SKILLS REQUIRED (List the computer skills needed):
• Use of an Electronic Health Record (EHR)
• Computer literacy in:
• Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Zoom
• Microsoft Teams
• Netsmart/my Avatar
• Dayforce
• NFocus
• Avaya
• Tableau Dashboards
• Willingness to attend trainings to increase knowledge and learn said databases and programs
VISUAL AND MANUAL DEXTERITY:
• Able to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
• Able to input data into the Electronic Health Record.
• Limited applications of manual dexterity and hand-eye coordination.
WORK ENVIRONMENT / PHYSICAL EFFORT
Physical Demands:
• Regularly required to speak clearly and hear the spoken word well.
• Regularly required to physically operate routine office equipment such as telephones, computers, etc.
• Regularly required to utilize near vision ability and to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
Work Environment:
• Noise level is consistent with levels usually present in an office, education, rehabilitation or health related environment.
• Hazards present are consistent with those common to an office, education, rehabilitation or health related environment.
We are an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by applicable federal, state, or local law.
Client Relations Specialist
Customer Service Representative Job 19 miles from Livingston
An award winning law firm is seeking a Client Relations Specialist to join their team. Apply now to learn more about this exciting opportunity!
Onsite for training period then hybrid schedule
As Client Relations Specialist, you will handle phone calls with clients to obtain relevant information
about their claims or provide a status update on their specific case. You will utilize all forms of communication (phone, e-mail, text, and webchat) to communicate with clients. Our Client Relations mentality is to approach each interaction with a client with a high degree of compassion and immediately build rapport to ensure clients have a positive experience.
Legal experience preferred, experience with CRM, salesforce, legal software a plus
Bachelor's or Associates' college degree
Bilingual (Spanish) a plus
Financial Services Representative
Customer Service Representative Job 15 miles from Livingston
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience