Job Summary:

This position has direct customer contact with a national client, analyzing business performances and managing on-siteemployees serving the client. The goal is to ensure that we offer outstanding service while building and sustaining long-term relationships that result in high customer satisfaction and support of the national program.

Key Responsibilities:

Supports the preparation of business reviews

Makes recommendations to identify program enhancements and provide customer value

Assists in operational set-up of new business locations

Expedites day to day service problems

Builds and sustains relationships with clients

Manages on site service staff ensuring excellence in pantry operations

Performs other duties as assigned

Preferred Qualifications:

Associates Degree Required; Bachelor s Degree Preferred

Three Years of Account Management Experience

Demonstrated ability to prepare, analyze, present complex business reviews to clients

Excellent interpersonal communication and negotiation skills coupled with a strong customer service orientation

Proven long-term relationship building experience

Demonstrated ability to use analytical and intuitive judgment and sound decision making

Strong problem skills

Ability to prepare reports and business correspondence

Ability to deal effectively with a diverse team of individuals at all organizational levels

Good judgment with the ability to make timely and sound decisions

Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

$1000 SIGN ON BONUS!

Job Type: Full-time

Pay: $65,000.00 - $72,500.00 per year

Benefits:

401(k) matching

Dental insurance

Employee discount

Health insurance

Life insurance

Paid time off

Vision insurance
Schedule:

Day shift

Monday to Location: On the road

Congruent Insurance Solutions, LLC ( CIS or the Company ) is a niche services and solutions provider to US Life Insurer and Reinsurer clients, located in Westport, CT. CIS is a white label Third Party Administrator ( TPA ), providing service on behalf of US life insurance or reinsurance companies seeking to buy back certain of their life insurance/reinsurance liabilities from policy holders.

CIS seeks a candidate to work directly with policy holders and to manage active leads. The ideal candidate will have strong interpersonal skills, a demonstrated ability to problem solve, and a meticulous attention to detail. This position represents an opportunity to join a small team and help influence the growth and strategic direction of CIS. A successful candidate will be a highly focused self-starter who enjoys independent work, with minimal supervision, and being part of a small, entrepreneurial team.

Roles and Responsibilities:

End-to-end case management of inbound opportunities from lead stage to final contracting, by liaising with policy holders with empathy, professionalism, and efficiency;

Generation of es for policy holders by gaining an understanding of the key financial dynamics and closing mechanics of each case;

Management of case level applications and contracts, including a review of returned contracts for content and completeness;

Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations related to individual opportunities;

Management of leads using internal Customer Relationship Management ( CRM ) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence;

Identification of new opportunities to continually grow the CIS business.

Job Qualifications and Requirements:

5+ years experience in customer service and/or financial services;

Ability to coach, train, and lead a team;

Comfortable with financial concepts such as Net Present Value

Strong customer-centric mindset and ability to build and maintain strong, collaborative and effective relationships internally and externally;

Strong written communication skills for both internal communication of proposals and business decision-making more generally, and for interactions with external counterparties.

Comfort working independently, with little supervision;

Ability to thrive in a fast-paced environment;

Exceptional organizational skills with a high consideration to detail and accuracy;

Comfort with Microsoft Office suite (MS Excel, MS Word, MS PowerPoint);

CRM Experience (specifically Microsoft Dynamics) a plus

Job Type: Full-time

Pay: $60,000.00 - $120,000.00 per year

Benefits:

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance
Schedule:

Monday to Friday
Supplemental pay types:

Bonus pay

Ability to commute/relocate:

Westport, CT 06880: Reliably commute or planning to relocate before starting work Location: One location

Client Service Manager

Are you a dog-loving, motivated, and passionate individual? We are seeking a Client Service Manager to join our team! If you enjoy building long-term relationships, discussing financial topics, and providing high-touch service, we want to hear from you. The Client Service Manager is crucial in managing our client relationships, service, and account management. Ideal candidates will have a long-term interest in the financial industry and a desire to grow with our firm, with plenty of opportunities for advancement and career development.

About CorePath

CorePath is a private, fee-based Wealth Management Firm with offices in Denver, Portland, and Scottsdale. As a 100% independent fiduciary firm, we pride ourselves on a family-style culture, transparency, collaboration, growth, and excellence. We are a team of dog lovers dedicated to putting our clients first. Our services include investment management, financial planning, tax/accounting, insurance, and estate/business legal services, all designed to help our affluent clients achieve their financial goals.

Key Responsibilities:

· Primary point of contact for clients providing high touch service and quality control oversight

· Input and manage client service items

· Rapidly respond to client inquiries via phone, email and in-person

· Collaborate with teams within the firm to ensure client needs are promptly met

· Occasionally participate in client meetings with advisors

· Work on firm-wide projects when assigned

· Identify areas where to service clients more efficiently, recommend solutions and implement

· Assist advisors with meeting preparation and reviews

· Function as phone back up to support team members

· Data entry & foundational analysis in financial planning software once licensing is obtained

· Obtain Series 65 license, Life/Health License (if not already achieved)



Qualifications Desired:

· Strong communication and interpersonal skills

· Excellent problem-solving skills

· Excellent organizational and time management skills

· Ability to prioritize and manage multiple tasks

· Microsoft Office Suite, Salesforce

· Detail-oriented and able to work independently

· Motivated and coachable

· Competitive with a heart to serve

· Experience in a financial services firm, (RIA), and/or Insurance, Retirement plans, a plus

· Series 65, 7, 63 or other industry licenses preferred.

Job Type: Full-time

Pay: $52,000.00 - $65,000.00 per year

Benefits:

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance
Compensation package:

Quarterly bonus

Yearly bonus
Schedule:

Monday to Friday



Experience:

Customer service: 5 years (Required)

Ability to Commute:

Scottsdale, AZ 85251 (Required)

Ability to Relocate:

Scottsdale, AZ 85251: Relocate before starting work Location: Hybrid remote in Scottsdale, AZ 85251

Client Services Manager (Account Manager)

Position Vacancy

MG Security Services is seeking a Client Services Manager (Account Manager) for our multi-faceted security services company. MG Security Services is a company that is growing responsibly and has incredible advancement opportunities for the right individual. A Client Services Manager is directly involved in the day-to-day oversight and management of a portfolio of diverse clients located throughout the New York City metropolitan area.

Duties and Responsibilities

Provide a professional level of service to meet and exceed client expectations and contractual obligations.

Maintain consistent communication and constant contact with clients

Maintain access and availability to clients.

Provide an immediate response to critical and emergency situations.

Ensure an urgent response to client concerns and conditions requiring immediate attention.

Ensure all MG Security Services personnel assigned to your portfolio of accounts are properly trained and instructed regarding their duties and responsibilities in accordance with contractual obligations and client expectations. Create and maintain necessary documents and reports to facilitate success.

Effectively manage personnel assigned to your accounts with an emphasis on performance, professional appearance and behavior, accountability, dependability, and reliability.

Monitor and develop staff performance including site supervisors through performance evaluations, training, mentoring, and progressive discipline.

Working with the Recruitment / Hiring Manager, identify the individual personnel needs of your clients and ensure an adequate personnel resource pool is maintained to meet the changing needs of your clients and the company.

Working with the Scheduling Unit, ensure all personnel requirements are met and properly communicated to team members. Effectively and expeditiously manage replacement personnel needs created by emergency and non-emergency situations.

Working with the Scheduling Unit, ensure payroll is properly reviewed and verified in an expeditious manner and necessary adjustments are made.

Manage and enforce company standards relative to overtime through proactive, effective management of personnel, schedules, and recruitment.

Provide detailed, written reports to MG Security Services senior management and clients, as required.

Engage with clients on a regular basis by personally conducting site visits and ensuring company standards and client expectations are being exceeded.

Qualifications and Skills

A minimum of 2 to 3 years of managerial experience in a contract security company or law enforcement municipality

Possess strong client / customer service experience

Detail oriented with the ability to relentlessly follow-up

Strong organizational skills

Ability to work in a fast-paced environment

Ability to prioritize situations

Strong time management skills

Ability to make decisions with limited supervision

Work independently and as a member of a team

Strong personnel management and staff development experience

Ability to balance mentoring and progressive discipline

Collaborate internally and externally throughout all levels of an organization

Experience with Microsoft Office applications

Experience with Valiant personnel management system is preferred

Experience with Fire and Life Safety Director rules and regulation is a plus

Possess a NYS Security Guard License or the ability to obtain one within 60 days of employment

Authorized to operate a motor vehicle

The Client Service Manager position is a full-time, salaried, exempt position with corporate offices located in the area of Penn Station, NY and client-based responsibility located throughout the New York City metropolitan area. Salary and benefits are commensurate with experience and competitive with industry standards.

Qualified, interested and serious candidates should submit a copy of their resume.

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

Health insurance

Paid time off
Schedule:

8 hour shift

Weekend Location: One location

Hanson Faso Sales & Marketing, a specialty, natural, perishable and confection food broker with over 50 years of industry experience. For 2022, we were recognized as one of the Best Places to Work in Illinois! We have an opening for a Client Services Manager within our company. As a CSM you will be the single point of contact for administrative matters for your assigned clients. You will be working closely with our Account Managers to help your clients build their brands through our system.
The duties of this position include, but are not limited to the following:

Set up and maintenance of all Client files in our internal systems

Maintenance of assigned client information and presentations on our internal website

Maintenance of all pricing files for assigned clients in internal system

Tracking the execution of all cost changes

Maintenance and administration of the execution of client promotions

Administration of client ad programs, catalogs and other marketing and promotional documents at our distributor customers

Entry and maintenance of client items, pricing and promotions for major retailer, wholesaler and distributor customers

Updating and maintaining key technical information on client items such as UPC numbers, pack changes, name changes, pallet configurations order minimums, shipping locations and other specs

Providing answers or directing clients to the correct person to provide answers on questions regarding customer systems

The ideal candidate will meet the following requirements:

Strong verbal, written, oral, and interpersonal communication skills

Advanced proficiency in Microsoft Excel

Understanding of Food Broker Business

Ability to multitask and work well under strict deadlines

The candidate must help to support the company values of integrity, work ethic and family values while balancing the need for high levels of on-time and quality performance with exceptional service for clients and customers alike. This position will report to the Lead Client Services Manager.

Job Type: Full-time

Pay: $48,000.00 - $52,000.00 per year

COVID-19 considerations:
We are allowing for a mix of in office and remote work.

Job Type: Full-time

Pay: $48,000.00 - $52,000.00 per year

Benefits:

401(k)

401(k) matching

Dental insurance

Disability insurance

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance
Schedule:

Monday to Friday
Supplemental Pay:

Bonus pay

Experience:

Microsoft Excel: 2 years Location: One location

Primary Function:

To support the operational aspects of assigned programs, leading and executing operational meetings, development of project goals and timelines. As well as the assisting with the execution process of new programs to our existing pharmacy and pharmaceutical manufacturer customers.

*
Job Scope and Major Responsibilities: *

*
Assisting with the operational management of the end to end procedures of on-boarding new pharmacy members as it pertains to assigned projects.

Interdepartmental project management: work with all collaborating operational (GPO ops & Data), Sales, Marketing and Brand Management teams to ensure all project deadlines are being met.

Leading and executing on going team meetings as it pertains to assigned projects with Subject Matter Experts (SME).

Assisting the Vice President of Manufacturer Relations with daily responsibilities

Collaborating with Senior Leadership as it pertains to assigned programs

Customer Liaison of our Vendor partners

Assisting with RFPs/BID process

Coordinate internal resources and third parties/vendors for execution of projects on time and within scope this entails:

Assisting with the development/approval process of internal Marketing Material

Creating Goals, objectives and time lines for the startup of new programs

Assisting Vendors with their Review Committee (RC) approval process

Establish with the vendors as the client liaison for the assigned program

Presenting and executing Quarterly Business Reviews (QBRs) with Vendor Partners

Maintaining customer records using CRM System

Develop and maintain a detailed project plan to monitor and track progress

Compliance with the provisions of the Health Insurance Portability and Accountability Act of 1996 and its implementing regulations, as amended ( HIPAA )

*
Minimum Qualifications*

2+ yrs. pharmacy experience with specialty consumer products. Project management and account management experience. Candidate must have excellent organizational and problem-solving skills as well as stellar verbal and written communication skills.


Asembia is committed to Equal Employment Opportunity (EEO) and to compliance with all Federal, State and local laws that prohibit employment discrimination on the basis of race, color, age, natural origin, ethnicity, religion, gender, pregnancy, marital status, sexual orientation, gender identity and expression, citizenship, genetic disposition, disability or veteran's status or any other classification protected by State/Federal Type: Full-time

Background

Xyvid, Inc. is a fast-growing, Virtual Broadcast Company that provides self-service and full-service web broadcasting for Fortune 500 companies in the Pharmaceutical, Financial, and Professional Services industries. Xyvid is a V-Cube company.

Position Overview

Working a Hybrid schedule (on-site/remote), the Client Services Manager supports both current and new customers. This role serves as the coordinating link between the customer and Xyvid's Sales, Production, and Technology departments ensuring that the virtual event fully meets the customer's requirements. The Client Services Manager functions as both Account Manager and Project Manager. This position reports to the Manager of Client Services and may be supported by one or more Client Services Coordinators, depending on business growth.

Specific Responsibilities

Communicate with clients pre-event to determine, review and compile event requirements and secure required event collateral

Develop event schedule, and deadlines, set client expectations, and develop an overall event project plan

Coordinate with sales, production, and technology departments to ensure readiness; ensure execution of event meets or exceeds customer requirements

Oversee multiple client events and be able to recognize, solve or neutralize potential issues or conflicts.

Anticipate and/or troubleshoot technical problems before/during/after; work with technical staff and the client to properly service these issues

Keep all project stakeholders informed throughout a project life cycle (pre-event, live-event, and post-event)

Compile event statistics into a deliverable report for clients

Facilitate conversations with clients and respond to queries

Assist with strategic planning and support organic client growth

Professional Qualifications / Experience

Bachelor's degree or equivalent experience

2 or more years of experience as an account manager, project manager, or combination of both

Knowledge and experience with web broadcasting technology and the delivery of live events preferred

Working knowledge of MS Office, OneNote, SharePoint, and Salesforce

Personal Qualifications / Attributes

Excellent organizational, planning, management, and communication skills with an ability to work at all levels

Strong attention to detail

Customer-focused, solutions-oriented, self-starter

Willingness to work non-traditional hours (early morning, late evening), as required

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)

401(k) matching

Dental insurance

Disability insurance

Health insurance

Life insurance

Paid time off

Tuition reimbursement

Vision insurance
Schedule:

Monday to Friday

Ability to commute/relocate:

Langhorne, PA 19047: Reliably commute or planning to relocate before starting work (Required)

Education:

Associate (Required)

Experience:

Account management: 1 year (Required)

Project management: 1 year Location: One location

Client Services Manager

Timeshare Legal is seeking an outgoing Client Services Manager who easily connects and empathizes with our clients over the phone, and who serves as a critical hub of organization and communication within our company.

Starting Salary: $40,000.00

* NOTE: Please only apply if you have:

A TEAM-Oriented Mindset

A Friendly Personality

A Desire TO HELP People

A Passion FOR Communications

Since the COVID pandemic timeshare owners have been wanting out now more than ever. This rise in timeshare cancellations has left our company busy and in need of growing our dedicated team!

Client Service Duties:

deal directly with client either by telephone or email

respond promptly to client inquiries

handle and resolve client complaints

obtain and evaluate all relevant documentation and information to handle service inquiries

perform customer mail verifications

organize workflow to meet employer timeframes

direct requests and unresolved issues to the designated resource

record customer interactions and transactions

follow up on customer interactions

record and track details of actions taken

prepare and distribute weekly client activity reports

communicate and coordinate with internal departments

provide feedback on the efficiency of the customer service process

The ideal candidate must possess the following skills:

interpersonal skills

communication skills- verbal and written

proficient in Microsoft Office Suite

listening skills

problem analysis and problem-solving

attention to detail and accuracy

customer service orientation

Preferred Qualifications:

High school diploma, general education degree or equivalent

knowledge of customer service principles and practices

knowledge of social media platforms

knowledge of administrative procedures

timeshare knowledge is a plus!

GREAT HOURS Available! - 1:00 PM to 9:00 PM Monday through Friday OR Tuesday Through Saturday 9:00 AM to 5:00 PM.

Starting Salary: $40,000

Paid training

Paid time off

Medical Benefits

Full-time Job

MON-FRI

Weekends Off!

TSL has been in business for over a decade, canceling over $250 million dollars in timeshare debt, and proudly upholding an A+ rating with the BBB.

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Job Type: Full-time

Pay: From $40,000.00 per year

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

Health insurance

Paid time off

Paid training
Schedule:

8 hour shift

Day shift

Monday to Friday

Weekend availability

Ability to commute/relocate:

Egg Harbor Township, NJ 08234: Reliably commute or planning to relocate before starting work (Required)

Education:

Associate (Preferred)

Experience:

Customer service: 2 years (Required)

Shift availability:

Day Shift (Preferred)

Night Shift Location: One location

Qualitox Laboratories is seeking self-motivated Full Time Laboratory Client Services Manager to manage and train all Client Services Representatives. This position will work Monday through Friday in our facility.

Primary Purpose

The Laboratory Client Services Manager ensures that the customers of a company are satisfied. Their role is to provide superb customer service by leading and motivating the customer service team, developing loyalty programs, and creating customer satisfaction goals.

Duties and Responsibilities

Supervise day-to-day operations in the customer service department.

Provide day-to-day supervision, guidance, and coaching to the client services team to ensure each client is provided an exceptional customer experience.

Designate work territories to client services staff and establish strategies necessary for achieving set targets.

Develop customer satisfaction goals and oversee the implementation of new customer service procedures.

Develop effective customer service procedures, protocols, and guidelines to establish a replicable standard of service.

Build and implement an effective customer loyalty program to further develop relationships with customers to ensure brand loyalty.

Provide clients with regular update and periodic statements to keep them abreast on changes in trends.

Assess products and services to ensure they are up to the specification set by clients.

Provide detailed explanations of product and service features to clients to aid their decisions on product choice.

Maintain accurate records and document all customer service activities and discussions.

Run surveys and contact clients to ensure they are satisfied with received products and services.

responding to customer service issues in a timely manner.

Create, run, prepare, and assess service statistics and detailed reports to track client information.

Hire and train new client service representatives.

Plan and organize the fulfillment of client orders to ensure timely delivery.

Prepare and manage the approved budget of the client service department to achieve set targets and objectives.

Stay informed on the latest industry techniques and methods.

Audit client account information to ensure required documentation is complete and accurate in all data warehouses.

Troubleshoot and resolve escalated customer service issues and deal with queries with satisfactory resolution based on necessity.

Monitor all non-patient facing duties of the department, including inventory, unpacking and stocking of supplies, pulling and replacing close to or expired products, sanitizing, filing, answering phones and utilizing email as appropriate.

Follow all health and safety protocols and procedures to maintain sanitary work areas.

Supports ongoing changes in a professional manner, contribute to a positive work environment and to the team effort of the laboratory.

Experience

Bachelor's degree in business administration or relevant field plus a minimum one year demonstrated client service skills in a laboratory or the healthcare industry or High School diploma plus five years progressive client service experience in a laboratory or the healthcare industry.

Ability to maintain compliance with regulatory agencies and in accordance with safety and HIPAA guidelines.

Must have good attendance and reliable transportation.

Job Type: Full-time

Pay: From $25.00 per year

Benefits:

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance
Schedule:

8 hour shift

Day shift

Monday to Friday

Ability to commute/relocate:

McKees Rocks, PA 15136: Reliably commute or planning to relocate before starting work (Required)

Experience:

Microsoft Office: 1 year (Preferred)

Customer Service in a laboratory environment: 1 year Location: One location