4,377 Client Relations jobs in the United States

Description

Client Relations Associate to provide end-to-end customer service for utility scale, renewable power generation SCADA (Supervisory Control and Data Acquisition) Systems. This position will interface primarily with our TOC team internally to craft customer care solutions based on client requests for service, provide quality assurance for newly delivered projects, onboard new projects to be supported by our TOC Support Team, and ultimately ensure that our clientele are satisfied with services and support as a whole.

• Effectively manage client expectations

• Maintain & advocate for existing client relationships

• Understand existing client relationships from a service coverage perspective

• Understand and provide optimal solutions for client needs based on service offerings

• Maintain documentation for all activities related to client questions and resolutions

• Manage incoming inquiries via phone and email

• Act as an advocate for our clients to ensure their satisfaction with services

Additional Skills & Qualifications

• High School diploma or equivalent required

• Prior experience working in customer service, client relations, or technical administration

• Knowledge of IT & troubleshooting fundamentals

• Proficiency in Microsoft Office, SharePoint (or other CRM)

• Excellent communication, interpersonal and organizational skills

• A desire to learn and grow professionally and personally

• BONUS: Knowledge of CAISO requirements

Pay and Benefits

The pay range for this position is $25.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending

Investigate, research, and resolve medical claims and service issues presented by clients or provider, by navigating multiple computer systems. Communicate and collaborate with clients to resolve billing/medical claims issues using clear, simple lang Client Relations, Relations, Specialist, Technology, Business Services, Client

As a Client Relations Specialist, you are the primary liaison to our customers during the follow-up process of incomplete paperwork/monies for contracts and deeding of the client's new purchase. Why do Team Members Like Working for us Client Relations, Relations, Specialist, Hotel, Business Services, Client

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:

• Submitting allocation changes that the advisors have determined
• Assisting with penalty-free withdrawals and income elections on annuity contracts
• Running performance reports for client meetings and phone calls
• Assisting clients with logging into their Client Portal accounts
• Updating financial Roadmaps for client review meetings
• Processing RMDs
• Opening new accounts for existing clients when needed
• Assisting clients with employer plan rollovers
• Utilizing websites and software to obtain client and product information
• Responding to client service calls, emails and texts in a friendly and professional manner
• Completing each service request and resolving client issues in a timely manner
• Inputting detailed notes into CRM and keeping updated
• Coordinating and following up on client transfers, contributions, distributions
• Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
• Updating client plans for upcoming review appointments and processing post-review follow up items
• Maintaining professional communication with clients and other team members
• Assisting in setting client appointments for advisors when needed
• Cross training to assist with New Business processing
• Meeting with clients to review plans, answer quest

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to

Skills and Requirements Associates Degree preferred Financial Industry experience required 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)

ABC Imaging is currently seeking a Client Relations Specialist to become an integral member of our team. Under the direction of the Client Relations District Manager, the incumbent will manage an ABC Imaging facility at a client site and supervise any Client Relations Specialists at the site.

Essential Duties & Responsibilities:

• Produces high quality deliverables for clients to meet deadlines.
• Manages all administrative responsibilities to meet all technical and billing requirements (Meter Reads, Time Reporting, and Equipment Maintenance Management).
• Organizes all aspects of the workforce for the shop in a professional manner to ensure all deadlines are met and all projects are completed within budget constraints (including staff and project scheduling, work hours, etc.).
• Ensures that all equipment is properly maintained and upgraded.
• Recommends new acquisitions that will increase productivity.
• Checks accuracy of billing (verifies pre-work order, pre-billing, and final billing files) daily and helps resolve billing issues on all jobs.
• Escalates all open helpdesk tickets daily.
• Assists Major

Aston Carter is currently hiring Client Support Specialists for a leading Payroll Software Company in Norfolk, VA! Must be willing to work a hybrid remote schedule Pay: $ /hr (based on experience) Shift: Training: Monday - Friday 8:30 am - Client Relations, Relations, Support Specialist, Client Support, Specialist, Project Management, Technology, Business Services