Client Service Representative Job at Staylisted

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Client Service Representative

White Coat Planning is a new company inspired and guided by the principles of Wh...

Location

United States , St Augustine

Salary:

60000.00 USD / Year

DLP Capital

Expiration Date

Until further notice

Requirements

No financial planning experience or prior knowledge needed
Strong organizational skills and attention to detail
Professional and proactive communication skills (written and verbal)
Ability to manage multiple tasks and deadlines

Job Responsibility

Act as assistant to both the Lead Planner and Associate Planner
Manage scheduling including client reminders and nudges
Provide day-to-day administrative and client support to ensure seamless operations
Maintain and update the firm's CRM with accurate data entry
Complete workflows, task management, audits, and prospect reports
Ensure records are complete and up to date for both clients and prospects
Coordinate client and planner scheduling and send meeting reminders
Conduct document review and audit to ensure accuracy and completeness
Manage client engagement activities including birthday emails, milestone cards, and gift acknowledgements
Provide billing support by updating account information and client service levels

What we offer

PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement
learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Fulltime

Client Service Representative

Deliver exceptional and professional customer service across all touchpoints, in...

Location

Jamaica , Kingston

Salary:

Not provided

Kingston Wharves Limited

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Business Administration or equivalent
Minimum of one (1) year experience in the Customer Service or Call Centre Operations
Strong knowledge of customer service principles, practices, and call center operations
Excellent verbal and written communication skills with the ability to handle high volumes of customer interactions professionally
Proficiency in using Customer Relationship Management (CRM) systems and other digital platforms for data entry and case management
Strong problem-solving and critical thinking skills to effectively resolve customer issues
Ability to multitask, prioritize, and manage time in a fast-paced, performance-driven environment
High attention to detail and accuracy in processing transactions and documenting customer interactions
Customer-focused mindset with resilience and adaptability in handling challenging situations
Proficient in Microsoft Office

Job Responsibility

Deliver exceptional customer service across in-person, phone, and digital channels by addressing inquiries, resolving issues, and promoting KWL’s services
Communicate professionally using strong verbal, written, and interpersonal skills while maintaining a customer-focused approach
Accurately process financial transactions, validate documents, and input data in alignment with company standards and procedures
Maintain up-to-date knowledge of products and services to provide accurate information and confidently handle customer queries
Log all customer interactions in the Customer Relationship Management (CRM) system and prepare relevant administrative reports
Meet or exceed performance targets, including service levels, accuracy, and customer satisfaction metrics
Adhere to data protection policies, maintain confidentiality, and escalate complex issues as needed while ensuring a seamless customer experience

Fulltime

Client Service Representative

We are offering a long-term contract employment opportunity for a Client Service...

Location

United States , Las Vegas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Education: High school or GED
0-to-1-year relevant experience required
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
Excellent customer service skills
Strong written and verbal communication skills
High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Ability to navigate multiple systems and resources on a phone call with ease
Demonstrated ability managing multiple priorities in a fast-paced environment
Demonstrated skill troubleshooting, identifying, and resolving root cause issues

Job Responsibility

Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners
Educate clients and advisors on systems, procedures, and self-service options
serve as a resource for company policies and product usability, escalating complex issues as needed
Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions
Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards
Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions
document all interactions in designated systems for tracking and compliance

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Client Service Representative

Cottingham and Butler is growing and we are adding Client Service Representative...

Location

United States , Dubuque

Salary:

Not provided

Cottingham & Butler

Expiration Date

Until further notice

Requirements

outstanding communication and interpersonal skills
ability to handle and prioritize many different tasks
ability to work well under pressure
strong attention to detail

Job Responsibility

Ensure that client accounts are up to date so they can continue to operate
Build relationships with clients through friendly interaction, timely execution of requests, and close attention to detail
Consolidating and communicating important information by putting together reports

What we offer

Medical, Dental, Vision Insurance
Flex Spending or HSA
401(k) with company match
Profit-Sharing/Defined Contribution (1-year waiting period)
PTO/Paid Holidays
Company-paid ST and LT Disability
Maternity Leave/Parental Leave
Subsidized Parking
Company-paid Term Life/Accidental Death Insurance

Fulltime

Client Service Representative

We are recruiting to fill a vacancy for a Client Service Representative (CSR) at...

Location

Canada , North York

Salary:

24.50 - 27.50 CAD / Hour

ProResp, Inc.

Expiration Date

Until further notice

Requirements

3 + years’ experience with front line administrative support role
Strong skills in general office procedures such as electronic and paper patient records/file management, accounts receivable, invoicing, and inventory management
English communication skills, situational sensitivity with patients, families, and referral sources
Demonstrated self-management and self-motivation skills, with the ability to work independently as well as part of a team
Medical terminology experience/education preferred
High School required
Post-secondary education preferred

Job Responsibility

Intake of new patients and maintenance of electronic patient records
Provide high quality customer service both in-person and on the phone in a fast-paced environment with multiple priorities and competing demands
First point of contact for service requests
liaise between patients and staff providing services in community: appointments and scheduling, products, and general information
Process referrals, orders, and triage priorities as appropriate
Resolve customer concerns with empathy and compassion while adhering to established procedures
Process client purchases and complete necessary invoicing, control accounts receivable
Maintain inventory of in-stock respiratory products and equipment, office supplies, perform daily receiving and participate in regular inventory counts

What we offer

3 weeks paid vacation to start
Comprehensive benefits including health and dental, pension, EAP (Employee Assistance Program), health spending account and more
Paid sick days and annual wellness/floater day
Annual incentive payment program
Company growth incentive program
Providing a voice in employee surveys and open-door dialogue
Annual performance and salary reviews
Challenging careers that impact patient care and the opportunity to learn constantly
A positive, ethical and socially inclusive work environment that is supportive of professional development

Fulltime

Client Service Representative

We are recruiting to fill an existing vacancy for a Client Service Representativ...

Location

Canada , St. Catharines

Salary:

25.50 - 27.50 CAD / Hour

ProResp, Inc.

Expiration Date

Until further notice

Requirements

3 + years’ experience with front line administrative support role
Strong skills in general office procedures such as electronic and paper patient records/file management, accounts receivable, invoicing, and inventory management
English communication skills, situational sensitivity with patients, families, and referral sources
Demonstrated self-management and self-motivation skills, with the ability to work independently as well as part of a team
Medical terminology experience/education preferred
High School required
Post-secondary education preferred

Job Responsibility

Intake of new patients and maintenance of electronic patient records
Provide high quality customer service both in-person and on the phone in a fast-paced environment with multiple priorities and competing demands
First point of contact for service requests
liaise between patients and staff providing services in community: appointments and scheduling, products, and general information
Process referrals, orders, and triage priorities as appropriate
Resolve customer concerns with empathy and compassion while adhering to established procedures
Process client purchases and complete necessary invoicing, control accounts receivable
Maintain inventory of in-stock respiratory products and equipment, office supplies, perform daily receiving and participate in regular inventory counts

What we offer

10% Contract completion bonus
Full time, reliable employment with consistent office hours
Providing a voice in employee surveys and open-door dialogue
Challenging careers that impact patient care and the opportunity to learn constantly
A positive, ethical and socially inclusive work environment that is supportive of professional development
Completion bonus included upon fulfillment of the contract

Fulltime

Client Service Representative - Outreach - Bilingual in Spanish

We are seeking a Client Service Representative - Outreach to support a healthcar...

Location

United States , Oakland

Salary:

20.00 USD / Hour

MMC Group LP

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent
Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint)
Ability to quickly learn new systems and technologies
Typing speed of 20+ WPM
Excellent communication, organizational, and interpersonal skills
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Ability to work both independently and collaboratively
Valid California driver's license, reliable transportation, and proof of insurance
Willingness and ability to travel within assigned counties
Familiarity with the local community and populations served

Job Responsibility

Conduct face-to-face outreach, including group presentations and one-on-one interactions with beneficiaries
Educate individuals on managed care options and assist with plan selection and utilization
Support enrollment and disenrollment processes, ensuring accuracy and compliance
Provide guidance on medical exemptions, waivers, and enrollment status updates
Maintain accurate and timely documentation in CRM systems
Perform data entry and transmit enrollment information in accordance with program policies
Build and maintain strong relationships with county staff, community organizations, and program stakeholders
Assist in training and mentoring new team members
Participate in community outreach events and health fairs to promote program awareness
Monitor and report quality issues, compliance concerns, and process improvement opportunities

What we offer

Medical, dental, and vision coverage
Life and disability insurance
Additional voluntary benefits

Fulltime

Client Service Representative - Outreach - Bilingual in Spanish

We are seeking a Client Service Representative - Outreach to support a healthcar...

Location

United States , Oakland

Salary:

20.00 USD / Hour

MMC Group LP

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent
Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint)
Ability to quickly learn new systems and technologies
Typing speed of 20+ WPM
Excellent communication, organizational, and interpersonal skills
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Ability to work both independently and collaboratively
Valid California driver's license, reliable transportation, and proof of insurance
Willingness and ability to travel within assigned counties
Familiarity with the local community and populations served

Job Responsibility

Conduct face-to-face outreach, including group presentations and one-on-one interactions with beneficiaries
Educate individuals on managed care options and assist with plan selection and utilization
Support enrollment and disenrollment processes, ensuring accuracy and compliance
Provide guidance on medical exemptions, waivers, and enrollment status updates
Maintain accurate and timely documentation in CRM systems
Perform data entry and transmit enrollment information in accordance with program policies
Build and maintain strong relationships with county staff, community organizations, and program stakeholders
Assist in training and mentoring new team members
Participate in community outreach events and health fairs to promote program awareness
Monitor and report quality issues, compliance concerns, and process improvement opportunities

What we offer

Medical, dental, and vision coverage
Life and disability insurance
Additional voluntary benefits

Fulltime

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Client Service Representative - Outreach - Bilingual in Spanish

Client Service Representative - Outreach - Bilingual in Spanish

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