289 Agent Service Client jobs in the United States

Job Description

Job Description

Client Service Representative // Full-Time Job Opportunity // On-site

We are seeking a Client Service Representative to join one of our clients, an independent wealth management advisory firm. As a Client Service Representative, you will be responsible for providing exceptional support and customer service to our clients, addressing their questions and concerns in a professional and timely manner. You will also be able to help clients with account management, process transactions, and provide information on our products and services.

Essential Duties

• Handles client communication and follow-ups.
• Ensures client requests are addressed promptly.
• Maintain client relationships by providing exceptional support.
• Respond to inquiries, address concerns, and ensure client satisfaction.
• Provides non-advisory support.
• Investigates and resolves processing requests, compliance issues, or account discrepancies.
• Completes routine account transactions.
• Coordinates standard client reports and documentation, ensuring accuracy and adherence to regulations.
• Processes documentation for account transactions and service requests.
• Supports team members during absences and peak work periods.
• Ensures office facilities and reception areas are well-maintained and welcoming.
• Tracks staff schedules and provides logistical support for meetings and office needs.
• Handle routine client account requests and escalate complex issues when needed.
• Keep everyone informed! Track pending items and communicate updates to clients and internal teams.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business, preferred.
• At least 2 years of experience in customer service and operational tasks, or banking experience, preferred.
• Ability to understand and explain fundamental financial concepts, such as assets, liabilities, and investment products, is a plus.
• Proficiency in processing routine client requests such as wire transfers, cash transfers, and account updates.
• Proficiency in English and Spanish verbal and written communication, including the ability to convey information clearly and concisely.
• Capacity to identify and address common client issues and inquiries independently, with guidance as needed.
• Developing proficiency in managing workload efficiently and prioritizing tasks effectively.
• Capacity to maintain orderly records and documentation to support client interactions and transactions.
• Basic proficiency in using financial software and tools relevant to the role.
• Willingness to engage in ongoing learning and development to improve skills and knowledge in the role.
• A basic understanding of regulatory agencies, such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), is a plus.

Equal Opportunity Employer

Job Description

Job Description

Insurance Personal Lines Client Service Agent Countybank

Location: Greenwood & Anderson, SC

Countybank is seeking a self-motivated, detail-oriented individual to serve as the Insurance Personal Lines Client Service Agent. This position involves servicing an assigned book of business, including renewals and new business, underwriting and marketing existing accounts when necessary, and collecting premiums. Responsibilities also include cross-selling accounts, providing ongoing service and advice to clients and producers, and meeting specific service and marketing standards.

A commitment to embracing our corporate culture while serving clients, communities, and fellow associates is essential to the success of this position.

Key Responsibilities:

• Clearly and effectively communicate with clients by telephone or in person to provide information about products and services, answer basic billing questions, take orders or cancel accounts, obtain details of complaints, and help manage expectations.
• Determine charges for services requested, collect deposits or payments, and arrange for billing.
• Notify clients of claim investigation results and any planned adjustments.
• Document all conversations, interactions, transactions, and actions taken with customers, carriers, and agents by recording details in AMS360.
• Update contact information on every call.
• Complete contract forms and prepare change of address records.
• Refer unresolved customer grievances to appropriate team member for further investigation.
• Review insurance policy terms to determine whether a particular loss is covered by insurance.
• Solicit the sale of new or additional services or products
• Handle daily downloads first thing in the morning.
• Run assigned weekly reports.
• Assign incoming email, mail, fax, and voice messages to the correct member of the personal lines team.
• Proactively work with account managers to assist them with tasks that can be handled within this role.
• Process endorsements assigned to you by account executives.
• Proactively learn and grow knowledge of insurance coverage and carrier appetites.
• Other duties as assigned.

Education and Skills Desired:

• High School Diploma or equivalent required; associate or bachelor's degree preferred.
• Minimum of two years of experience in personal lines insurance service.
• Knowledge of personal lines insurance coverages and the ability to communicate this clearly to clients and underwriters.
• Excellent verbal and written communication skills.
• Strong computer skills with proficiency in Microsoft Office programs.
• Strong organizational skills and attention to detail, with the ability to prioritize and meet deadlines.
• Ability to work independently with minimal supervision.
• Strong analytical and problem-solving skills.
• Ability to work in a fast-paced, professional environment.
• Ability to maintain a high level of discretion and confidentiality, and a professional demeanor in all situations.
• Customer service experience.

This is a full-time position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction. Compensation commensurate with experience, education, and level of expertise.

About Countybank

Our Mission: To Serve Our Clients, Our Communities, and Our Associates

Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, Simpsonville, Anderson and surrounding Upstate communities.

How We Give Back

The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.

In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations.

Learn More

Visit us at

Description

We are excited to welcome dedicated professionals who have a strong background in customer service and a genuine desire to provide exceptional support to both prospective and existing clients.

As a Client Assistance Coordinator , you will play a key role in helping potential clients understand the advantages of our programs and guiding them in selecting the best plan upgrades. Your responsibilities will also include delivering exceptional service to our current clients by addressing their billing questions, updating benefit packages, and offering valuable recommendations. The ideal candidate will have experience in customer service or sales, along with strong communication skills. You will be responsible for managing client relationships to ensure their satisfaction, fostering open communication, and contributing to our ongoing progress.

What We Offer:

• Flexible Remote Work : Enjoy the convenience of working from home, with occasional in-person meetings.
• Thorough Training : Receive comprehensive training designed to equip you for success in your role.
• Career Advancement : Take advantage of opportunities for rapid growth within the organization.
• Collaborative Environment : Work in a supportive and positive team setting.
• Performance-Based Bonuses : Earn additional income based on your achievements.

Responsibilities

•Conduct outbound calls to assess customer needs and provide tailored solutions.
•Deliver outstanding customer service while building strong, trusting relationships with clients.
•Manage customer accounts with precision and attention to detail.
•Handle incoming inquiries regarding products, services, and general concerns.
•Follow up on customer interactions to ensure satisfaction and resolve issues effectively.
•Update customer accounts with the latest information as needed.

Qualifications

•Previous experience in customer service.
•Valid identification.
•Access to a laptop and/or iPad.
•High-speed internet connection.
•A quiet workspace conducive to productive work.
•Strong active listening, interpersonal, and communication skills.
•High school diploma, GED, or equivalent.

Description

Schedule :Monday - Friday (40 hrs/wk) (Remote)10:00 AM - 6:30 PM

Training Schedule : (12 Weeks)Monday - Friday 8:00 AM - 4:30 PM

Department: Referral Testing - 233

Primary Purpose :

The Lab Client Support Technician provides technical and preanalytic support services for a designated division of technical operations and clients. Contact clients with specimen information such as specimen integrity, volume, test clarification, and missing specimens. Provides a supportive link between customers and all other areas of the company. Must complete and demonstrate department-specific training and competency within 6 months. College level courses in medical terminology, biology, communications or related life sciences is preferred.

About ARUP :

ARUP Laboratories is a national clinical and anatomic pathology reference laboratory and an enterprise of the University of Utah and its Department of Pathology. Based in Salt Lake City, Utah.

ARUP proudly hires top talent to create a work environment of diversity, professional growth and continuous development. Our workforce is committed to the important service we provide to over one million patients each month. We always strive for excellence and have a strong desire to have involvement with the advances in medicine and the role laboratory services plays within each patient’s life. We never forget that there is a patient behind every specimen we receive.

We are looking for individuals who want to contribute to ARUP's culture of accountability, integrity, service, and excellence. Consider joining our dynamic team.

Essential Functions:

Understands appropriate collection, handling, and transportation of specimens.

Accurately processes specimens according to established departmental procedures. May include specimen triaging, routing, and storing.

Evaluates specimens for acceptability and follows the appropriate procedures for specimens that do not meet acceptance criteria. Initiates problem resolution.

Processes requests for add on testing.

Develops proficiency with laboratory information systems including ANSR, ESP, IMS, Millennium, MasterControl, LMS, CRM, and eExcept.

Receives and initiates telephone calls to/from customers and laboratories in a timely and courteous manner. May provide verified test results available in the LIS, as requested, to authenticated individuals.

Provides education, guidance, and troubleshooting to customers regarding available resources, testing and application utility.

Maintains competency on pre-analytic equipment, maintenance and operation as needed for department support.

Maintains work area. Cleans bench tops and equipment as needed and daily at the end of the work shift. Documents cleaning and maintenance as required.

Serves as a liaison between technical sections and customers.

Builds and maintains customer relationships throughout all communications while providing a positive, professional and empathetic understanding.

Documents customer communications, resolutions, issues, and appropriate follow-up.

Other duties as defined.

Physical and Other Requirements: Stooping: Bending body downward and forward by bending spine at the waist. Reaching: Extending hand(s) and arm(s) in any direction. Mobility: The person in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: Frequently communicate with others. PPE: Biohazard laboratory environment that requires use of personal protective equipment in accordance with CDC and OSHA regulations and company/departmental policies. ARUP Policies and Procedures: To conduct self in compliance with all ARUP Policies and Procedures. Sedentary Work: Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Fine Motor Control: Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling. Absolute integrity in the accurate identification of samples, test performance, and reporting of results Vision: Having close, far, and peripheral visual acuity to perform a variety of tasks such as make general observations of depth and distance.

Qualifications

Education

Required

• High School Diploma or Equivalent or better

Experience

Preferred

• Customer service work experience

• Ability to type 35 WPM and 10-key skills

• College level courses in medical terminology, biology, communications or related life sciences

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ( notice from the Department of Labor.

ADP is hiring a **bilingual** **Associate Client Support Consultant.** Works in a hybrid environment - works part of the week in the El Paso office and part at home.
+ _Are you ready to join a company offering career advancement opportunities throughout your career journey?_
+ _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?_
+ _Are you looking for an inclusive environment with a culture of collaboration and belonging?_
If so, this may be an opportunity for you. Read on and decide for yourself.
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients who have between 1- 49 employees. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Client Services at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
**Client Support.** You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
**Learn.** You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
**Organize.** You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ Fluently speak, read and write English and Spanish.
+ Willing to work 9:30am-6pm MST, Monday thru Friday.
+ Start on August 11 and fully attend training in August, September and part of October without interruption.
+ At least one year of experience in a customer service environment or as an HR/HRIS practitioner with systems experience.
+ You can work overtime hours during peak seasons.
+ A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above, OR
+ Military experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn** through ongoing training, development, and mentorship opportunities.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**#LI-Hybrid**
**$17.50/hr**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

Hand-in-Hand Support - Client Caseworkers Needed!: Client Caseworker

PLACEMENT PURPOSE
Client caseworkers are the direct and compassionate face of the Red Cross, helping disaster victims, military clients, and international clients receive the assistance they need to recover. The humanitarian mission of the American Red Cross connects us to people and communities across the nation and around the world. The common bonds of humanity and compassion unite us in facing emergencies, disasters, and everyday support for our neighbors.

OPEN TIME DAYS
Client Caseworkers at the American Red Cross are requested to commit to one 4-hour shift per week on a consistent schedule during workday hours. Some positions, once trained, may be completed from home or from the chapter office.

About American Red Cross - North Texas Region Location: Mission Statement

The American Red Cross prevents and alleviates human suffering in emergencies by mobilizing volunteers and the generosity of donors.

Description

Every day, the American Red Cross assists people in emergencieswhether its one displaced family, thousands of disaster victims, or providing care and comfort to service members, veterans, or military families. We also support blood donation efforts to hospitals. Our vital work is made possible by individuals like you. Through your time and care, we achieve extraordinary results.

CAUSE AREAS

Disaster Relief

International

Veterans & Military Families

Disaster Relief, International, Veterans & Military Families

WHEN

We will work with your schedule.

Weekdays - Daytime and Evening
Weekends - Daytime and Evening

#J-18808-Ljbffr

We are looking for a goal oriented, highly organized, self-starter who works well independently or in a team environment. You should be able to problem solve on your feet, be able to gather technical information from nontechnical people, communicate resolution to non-technical people in a timely manner, and have excellent follow-through and follow-up skills. This position reports to the Technical Support Manager.

Responsibilities:

• Act as an escalation point for all inbound cases from Customer Care
• Prioritize cases by impact and work with the team to manage a queue of inbound cases
• Manage walk-up traffic and assist sales, marketing, and engineering as needed with high priority customer-impacting issues
• Monitor a set of customer accounts for breaks in activity and provide proactive outreach to troubleshoot data issues
• Effectively follow-up on open issues with customers and communicate resolution

Qualifications:

• 1-2 years prior experience in a technical support role
• Proficient with basic networking, email and sms deliverability, HTML for email and web, and basic database design
• Proficient in Microsoft Office Suite and Window's operating systems
• Working knowledge of data files including DAT, XML, CSV
• Prior experience working at a technology company or start-up environment
• Previous experience with Salesforce CRM and LogMeIn

The Company:

Founded in 2003, Demandforce provides the leading consumer demand creation solution for small business. Our software-as-a-service application is used by thousands of our customers to grow, keep clients coming back, and manage operations more effectively. We help small business thrive in the Internet economy.

Our product, D3, transforms our customer's client base into a valuable social network, making the connections that drive growth, activity, loyalty and business value. D3 delivers unparalleled results, including guaranteed revenue generation, improved customer activity, satisfaction, and retention, and new customer recruitment. We integrate with the customer's existing workflow and IT systems, making D3 operate with near zero administrative overhead. Currently serving dental practices, automotive shops, doctors and health & beauty providers, Demandforce is building a network in which every service business is connected to any consumer via a single click.

The company has achieved 22 quarters of over 80% year-over-year quarterly growth and is led by a management team with over a decade of experience developing and delivering web-based applications that drive real, tangible business value.

As a key member of the global endpoint operations team, the Client Management Associate plays a vital role in ensuring the secure, compliant, and efficient lifecycle of Windows and iOS endpoints across the enterprise. This position is responsible for executing and optimizing core operational processes-including patch management, OS imaging, and mobile device provisioning-leveraging Microsoft Intune and Ivanti Endpoint Manager. The associate will also contribute to automation and continuous process improvement initiatives, working closely with stakeholders in IT Security, Infrastructure, and Support to maintain endpoint health and regulatory compliance.Key Responsibilities Endpoint Lifecycle & Patch Operations

• Execute monthly patch deployments for Windows OS, Microsoft 365, and third-party applications across global client environments.
• Monitor patch compliance, remediate failed deployments, and escalate high-risk systems collaboratively with IT Security.
• Support OS image deployment and reimaging processes for new hires, hardware refreshes, and remediation scenarios.

Mobile Device & Application Management

• Manage mobile application deployment and software updates for iOS/iPadOS devices using Microsoft Intune.
• Enforce compliance policies and perform device lifecycle tasks through Apple Business Manager (ABM) and Intune auto-enrollment.

Security & Compliance

• Apply and validate endpoint configurations such as BitLocker encryption, Zscaler setup, and conditional access policies.
• Participate in vulnerability remediation efforts and follow change control procedures, including Change Advisory Board (CAB) reviews for patch-related updates.

Operational Excellence & Documentation

• Maintain standard operating procedures (SOPs), deployment checklists, and technical documentation for endpoint and patch operations.
• Identify and champion opportunities for automation and process optimization in endpoint provisioning and compliance reporting.
• Collaborate with the Support and Helpdesk teams to troubleshoot issues related to Windows OS and iOS/iPadOS devices.

QualificationsRequired

• 4 years of experience in endpoint operations, patch management, or IT client support.
• Hands-on expertise with Microsoft Intune and Ivanti Endpoint Manager.
• Proficiency in mobile device management (MDM) for iOS/iPadOS.
• Strong understanding of patch compliance, endpoint security, and IT operational best practices.
• Excellent troubleshooting, communication, and documentation skills.

Preferred

• Experience with PowerShell scripting for automation and reporting tasks.
• Exposure to vulnerability management tools (e.g., Tenable, Qualys) and CVE-based risk prioritization.
• Familiarity with MECM (SCCM), Apple Business Manager, and Android Enterprise environments.
• Knowledge of ITIL processes, particularly change and incident management.
• Ability to interpret compliance dashboards and generate reports using Power BI or Excel.

This role is ideal for a proactive, detail-oriented IT professional driven by operational excellence and continuous improvement in endpoint management. The Client Management Associate will contribute meaningfully to the organization's cybersecurity posture and compliance, while supporting the evolving needs of a global enterprise.