Client Support Specialist WealthTech / RIA Focus ( {{city}})

10261 New York, New York Taurus Search

Posted 5 days ago

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part time

Client Support Specialist WealthTech / RIA Focus



My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors cant easily access today through beautiful, scalable, and easy-to-use technology.


Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products


We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.


My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.

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Customer Service Technical Support Administrator

12237 Albany, New York TIBCO Software

Posted 6 days ago

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Pearsons Online & Blended Learning K-12 group provides high-quality, highly accountable online education solutions to schools, school districts and students in grades K-12. It serves families and schools with a variety of digital learning and online Technical Support, Customer Service, Service Tech, Technical, Support, Administrator

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Travel Support Specialist - Client Services

10261 New York, New York Destination Knot

Posted 8 days ago

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Job Title: Travel Support Specialist - Client Services

Location: Remote

Company: Destination Knot

About the Role

We're hiring a Travel Support Specialist to assist with client communications, itinerary updates, and travel issue resolution . If you enjoy problem-solving and providing white-glove service, this is the perfect role for you.

Responsibilities:
    • Respond to client inquiries about existing or upcoming trips.
    • Resolve travel issues (delays, cancellations, schedule changes) in real time.
    • Communicate with airlines, hotels, and tour providers to make changes.
    • Confirm itinerary details, send reminders, and provide travel tips.
    • Document interactions and maintain client records in our CRM system.
Requirements:
    • Previous experience in a travel agency or customer support role.
    • Strong attention to detail and excellent communication skills.
    • Ability to work flexible hours, including evenings or weekends if needed.
    • Tech-savvy and comfortable using booking platforms and CRMs.
Why Work With Us?
    • Remote work and flexible schedule.
    • Growth path into full-time travel advisor or team lead roles.
    • Travel discounts and ongoing professional development.


$25,000 - $65,000 a year
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Customer Service

Premium Job
14201 Buffalo $20 - $30 per hour Buffalo Revival LLC

Posted 22 days ago

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Part Time Contract

We are seeking a dedicated and enthusiastic Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer support and ensuring a positive experience for our clients. This role requires effective communication skills, a strong ability to handle inquiries, and a commitment to resolving customer issues efficiently.

Duties

  • Respond to customer inquiries via phone, email, and chat in a timely manner.
  • Provide accurate information regarding products and services to enhance customer satisfaction.
  • Process and manage customer accounts with attention to detail.
  • Maintain records of customer interactions and transactions through data entry.
  • Collaborate with team members to improve service delivery and client experience.
  • Utilize Microsoft Office applications for documentation and reporting purposes.
  • Demonstrate strong phone etiquette while engaging with customers.

Skills

  • Proficiency in English; multilingual or bilingual skills are highly desirable.
  • 2-3 years of recent Call Center experience is required !
  • Strong communication skills with the ability to convey information clearly and effectively.
  • Own internet is required.
  • Must be flexible to work 1st or 2nd shift, with one Saturday out of a month.
  • Excellent typing skills (35 wpm) with attention to detail for accurate data entry.
  • Strong analytical skills to assess customer needs and provide appropriate solutions.
  • Proficient computer skills, including knowledge of Microsoft Office Suite. We invite motivated individuals who are passionate about delivering excellent customer service to apply for this exciting opportunity.

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

  • Work from home

Work Location: Remote

Company Details

Buffalo Revival LLC is a full service Western New York real estate solutions firm specializing in redevelopment. As a real estate investment company, we acquire distressed properties, rehab them, and either hold them as rentals or resell them to retail homebuyers and landlords, As a real estate investment business company
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Customer Service

10931 Hillburn, New York Transdev

Posted today

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Transdev - JobID: 718C49152E894EFD F10C76883D (Customer Service Representative) As a Customer Service Representative at Transdev, you'll: Manage customer inquiries and complaints efficiently; Coordinate transportation schedules and routes; Oversee daily operations of transportation services; Develop and implement customer service strategies; Train and supervise customer service representatives; Analyze customer feedback to improve service quality.Hiring Immediately >>

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Customer Service

13235 Syracuse, New York Glass Doctor®

Posted today

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Job Description

Inside Sales Representative

Job Description

Do you love meeting new people? Do you focus on customer service? Then keep reading

How about growing your skills and income at a company where your attention to detail will be appreciated?

As the Inside Sales Representative, you will answer phones and sell Glass Doctor services.

We invest in our people and will make sure you have the training, tools, and process to be successful.

If you are looking for a place where your expertise will be valued, you can grow in your career, and you have control over your income, apply at Glass Doctor today!

Your Responsibilities as the Inside Sales Representative

As a Glass Doctor ISR, you are a vital part of our team. You will be the person that seeks out top-notch customers while showing off your inside sales skills

Here's what you'll do:

. Front desk receptionist
•Be prepared to discuss in detail the features and benefits of Glass Doctor's services.
•Utilize Glass Doctor's literature, brochures, or flyers when appropriate.
•Enter all pertinent information in Contact Manager to have a record of your prospects, your existing customers and your activities and progress with all those accounts.
•Promptly responds to email requests to secure the opportunity.
•Maintain open lines of communications with ownership/management.

Here's What You Need to Succeed as the Inside Sales Representative:

Excel at Exceptional Inside Sales: Personality that is upbeat, positive, and motivating with the ability to communicate with customers, peers and management in a clear, cheerful, easy to understand, voice.

Self-motivated individual, with the ability to listen and apply what is heard, to move the sale forward.

Requires a high degree of self-confidence, a driven determination to get the sale made, and a willingness to take on personal responsibility.

Have an Eye for Perfection: High degree of organization, with an outstanding work ethic. Honesty with the highest level of trustworthiness and the utmost integrity. Dress and personal hygiene appropriate for an office environment.,

Identify Additional Opportunities to Help the Customer: Our accounts view you as the trusted expert to make the best recommendations for their current and future needs.

Education and/or Experience
•Computer literacy and the ability to use standard applications
•Personality suitable to communication effectively with customers and fellow employees.
•Professional appearance and personality.
•Excellent interpersonal and communication skills (written and verbal).
•Must be self-motivated, energetic and results oriented.

This Job Is NOT For You If . . .
•You say things in your head like "A broken window - what's the big deal?" To our customers, when glass breaks, it's an emergency and safety issue. We take it as seriously as they do.
•You think working Monday mornings is optional. But our customers depend on us to show up as scheduled. Calling off work at the last-minute impacts not just the customer but the whole team.

Here's How We Take Care of Our Employees:
•Paid Training
•Bonuses & Incentives
•Benefits Package
•PTO and Vacation

At Glass Doctor, you will be a valued part of our team and community. By providing continuing training, we will invest in you as you grow with us. Pay range is $15-$25 per hour depending on experience. Also, we have a bonus structure in place.

If you are ready to put your passion for customer service and glass expertise to work, then what are you waiting for?

APPLY TODAY!

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Customer Service

12237 Albany, New York Glass Doctor

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

Inside Sales Representative

Job Description

Do you love meeting new people? Do you focus on customer service? Then keep reading

How about growing your skills and income at a company where your attention to detail will be appreciated?

As the Inside Sales Representative, you will answer phones and sell Glass Doctor services.

We invest in our people and will make sure you have the training, tools, and process to be successful.

If you are looking for a place where your expertise will be valued, you can grow in your career, and you have control over your income, apply at Glass Doctor today!

Your Responsibilities as the Inside Sales Representative

As a Glass Doctor ISR, you are a vital part of our team. You will be the person that seeks out top-notch customers while showing off your inside sales skills

Here's what you'll do:

. Front desk receptionist
•Be prepared to discuss in detail the features and benefits of Glass Doctor's services.
•Utilize Glass Doctor's literature, brochures, or flyers when appropriate.
•Enter all pertinent information in Contact Manager to have a record of your prospects, your existing customers and your activities and progress with all those accounts.
•Promptly responds to email requests to secure the opportunity.
•Maintain open lines of communications with ownership/management.

Here's What You Need to Succeed as the Inside Sales Representative:

Excel at Exceptional Inside Sales: Personality that is upbeat, positive, and motivating with the ability to communicate with customers, peers and management in a clear, cheerful, easy to understand, voice.

Self-motivated individual, with the ability to listen and apply what is heard, to move the sale forward.

Requires a high degree of self-confidence, a driven determination to get the sale made, and a willingness to take on personal responsibility.

Have an Eye for Perfection: High degree of organization, with an outstanding work ethic. Honesty with the highest level of trustworthiness and the utmost integrity. Dress and personal hygiene appropriate for an office environment.,

Identify Additional Opportunities to Help the Customer: Our accounts view you as the trusted expert to make the best recommendations for their current and future needs.

Education and/or Experience
•Computer literacy and the ability to use standard applications
•Personality suitable to communication effectively with customers and fellow employees.
•Professional appearance and personality.
•Excellent interpersonal and communication skills (written and verbal).
•Must be self-motivated, energetic and results oriented.

This Job Is NOT For You If . . .
•You say things in your head like "A broken window - what's the big deal?" To our customers, when glass breaks, it's an emergency and safety issue. We take it as seriously as they do.
•You think working Monday mornings is optional. But our customers depend on us to show up as scheduled. Calling off work at the last-minute impacts not just the customer but the whole team.

Here's How We Take Care of Our Employees:
•Paid Training
•Bonuses & Incentives
•Benefits Package
•PTO and Vacation

At Glass Doctor, you will be a valued part of our team and community. By providing continuing training, we will invest in you as you grow with us. Pay range is $15-$25 per hour depending on experience. Also, we have a bonus structure in place.

If you are ready to put your passion for customer service and glass expertise to work, then what are you waiting for?

APPLY TODAY!

View Now
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Customer Service

10931 Hillburn, New York Transdev

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Job Description

+ Customer Service Representative
Transdev in Hillburn, NY is hiring a Customer Service Representativeto act as a liaison for our customers, providers, and client. We are seeking friendly, customer service-oriented people who are dedicated to safety.
Transdev is proud to offer:
+ Competitive compensation package of minimum $20.00/hour - Maximum $22.00/hour
+ Benefits include:
+ Vacation: one (1) week
+ Sick days: 7 days
+ Holidays: 8 days
+ Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, voluntary long-term disability.
Benefits may vary depending on location policy. The above represents the standard Corporate Policy.
Key Responsibilities:
+ Respond to customer inquiries and concerns with timely responses and accurate information or redirecting to a supervisor.
+ Comprehensive understanding of policies and procedures
+ Meet or exceed established performance requirements.
+ Document trip authorizations and details including transportation type, pickup times, appointment times and addresses.
+ Other duties as required.
Qualifications:
+ High School Diploma, GED or equivalent.
+ Computer literate
+ Excellent customer service skills.
+ Ability to operate standard telephone system.
+ Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason.
Physical Requirements:
+ Must be able to work shifts or flexible work schedules as needed.
+ The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen.
+ Work environment will be a combination of both indoors and outdoors.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video at above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Drug-free workplace
If based in the United Sates, applicants must be eligible to work in the U.S. without restrictions for any employer at any time;be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
Job Category: Call Center / Dispatch / Reservationist / Scheduler
Job Type: Full Time
Req ID: 6189
Pay Group: H6C
Cost Center: 166
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video.
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Customer Service Support

14600 Rochester, New York Kelly Services, Inc.

Posted 1 day ago

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> For those who want to keep growing, learning, and evolving. We at Kelly hear you, and were here for you! Were seeking a Customer Service Associate to work at a premier pharmaceutical client in Rochester, NY. Sound good? Take a closer look below. Customer Service, Support, Service, Customer, Retail, Staffing

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Customer Service Support

14651 Rochester, New York Kelly Services

Posted today

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Job Description

For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we're here for you! We're seeking a **Customer Service Associate** to work at a premier pharmaceutical client in Rochester, NY. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
**Salary/Pay Rate/Compensation:**
$17.50 per hour
**Why you should apply to be a Customer Service Associate:**
**Good Schedule: Monday - Friday 9am-5:30pm**
- Benefit from a l **ong-term** contract that provides stability and growth opportunities.
- Work within a supportive team culture that values dedicated teamwork and collaboration.
- Gain experience in the pharmaceutical industry with a reputable client known for its commitment to quality service.
**What's a typical day as a Customer Service Associate? You'll be** :
- Managing order processing via email, fax, telephone, and electronic systems with accuracy and speed for small to medium-sized direct trading partners.
- Monitoring open order reports to ensure orders have cleared through to physical distribution and resolving any issues as required.
- Responding to and resolving standard customer inquiries and requests received via telephone, email, mail, and fax in a timely and efficient manner, including product information, ordering, order status, cancellation, tracking information, and billing requests.
**This job might be an outstanding fit if you:**
- Hold a high school diploma and have customer service experience
- 2 years of customer service and order entry experience is preferred.
- Have a basic understanding of customer service operations and possess good communication skills.
- Value teamwork and have a strong desire to contribute positively to a team environment.
- Exhibit dependable and consistent attendance, along with data entry skills and basic accounting and Excel proficiency.
- Are self-motivated with a positive, proactive attitude and have an eagerness and capacity to learn.
**What happens next**
Once you apply, you'll proceed to the next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Associate today!
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
Get a complete career fit with Kelly ® .
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
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