Customer Service Manager

21703 Frederick, Maryland Goodwill Monocacy Valley

Posted 1 day ago

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Job Description

1003 W. Patrick Street Frederick Maryland, 21703,

Starting Pay:
$19.25 Hourly

Position Description:
Responsible for the oversight, leadership and achievement for the sales floor and obtaining set sales goals for Goodwill of Central and Northern Arizona (GCNA) and its affiliated entities. Directs all aspects relating to the daily operations of the sales floor, leading the team and driving the business. Key responsibilities include building, leading, and retaining motivated, high performing teams through effective leadership of Retail Sales Associates.

Essential Duties and Responsibilities:
  • Executes retail operations plan to achieve daily, monthly, quarterly, and yearly goals for profit, revenue, and production for a Retail Store location.
  • Makes decisions on matters relating to the day-to-day retail operation within his/her defined work area.
  • Conducts new goods inventory and ensures proper reporting.
  • Reconciles and balances all daily paperwork.
  • Ensures Team Members deliver excellent customer service to donors and customers.
  • Works to de-escalate customer situations while finding an appropriate solution; involves upper management, as needed.
  • Maintains the day-to-day operations of the store including managing and meeting Team Member and customer needs.
  • Ensures store locations are clean, well-kept, and reflect the Goodwill brand appropriately.
  • Transfers to different stores at any given time due to business needs.
  • Oversees and maintains the day-to-day operations of the sales floor including daily maintenance, custodial duties, and floor standards.
  • Provides regular mentoring and training to develop skills of Retail Sales Associates; ensures that Team Members are operating per company standards and procedures.
  • Ensures that the store complies with all policies and procedures relating to Security, Health, and Safety, coordinating with various Goodwill divisions, as needed; influences any changes necessary to meet statutory requirements, ensuring minimum risk to Team Members and the business.
  • May perform tasks such as dropping off the bank deposit, helping at other stores, and attending personal training and development classes, as needed.
  • Processes complex sales transactions, including customer returns.
  • Collaborates with store leadership to establish clear company vision and ensure Team Member engagement.
  • Responsible for performance management (coaching, discipline, performance improvement plans, and annual reviews), staffing, compensation, and development of Team Members.
  • Provides regular mentoring, training, and coaching to develop skills of Team Members.
  • Plays critical role in driving company culture change efforts and change management processes.
  • Models Goodwill Core Values - Trust, Collaboration, Engagement, Ownership, and Innovation.
  • Performs other related duties, as assigned.


Minimum Qualifications (Education, Experience, Skills):
  • High School Diploma, GED, or equivalent work experience
  • One-year work experience in Retail Management, preferred
  • One-year customer service experience required
  • Proficient in Microsoft Office Suite
  • Ability to pass a background check and drug screen, where applicable for position
  • Ability to speak and read English proficiently


You will be eligible for a comprehensive Total Rewards package, 1st of the month following 60 days of employment that includes the following:
  • 5 Medical Plans
  • Employer Funded Health Reimbursement Account (HRA)
  • 3 Dental Plans
  • Vision Plan
  • 401K
  • Employer Paid Life Insurance
  • Employee Assistance Program (EAP)
  • Paid Time Off; Sick and Vacation
  • Paid Holidays
  • These are just a few highlights of our key benefit offerings!


Become a valued member of an organization where good work meets community impact. Our mission is: Empowering Individuals, Strengthening Families, and Building Stronger Communities. Goodwill provides no-cost career development, training, and education services to help individuals build a better life for themselves and their families. Our core values are Trust, Collaboration, Engagement, Ownership, and Innovation. Everything we accomplish as a team is centered around these core values. Together, we create an inclusive and welcoming environment for each other. With stores conveniently located near you, you can work for a company where team strength and success are valued and encouraged. Join our team and gain opportunities for job growth at Goodwill and beyond.

Goodwill of Monocacy Valley is an equal opportunity employer. Qualified individuals seeking employment are considered without regard to race (including traits associated with race, e.g., hairstyles), color, religion, sex (including pregnancy and related conditions, sexual orientation, or gender identity), national origin, disability, military status, age, genetic information, or any other category protected by applicable federal, state and local fair employment practice laws.

Individuals with a disability may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or state or local laws. Please contact Goodwill of Monocacy Valley at option 6 or if you need assistance or an accommodation due to a disability as defined by the Americans with Disabilities Act.

For questions about your application or employment with Goodwill of Monocacy Valley, please contact our Candidate Support Line at , option 5.

PHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc. ("GCNA/GIMV") are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making artificial job offers in order to collect personal and financial information from unsuspecting individuals. Please note that GCNA/GIMV only use company email addresses, which contain "@goodwillaz.org" or @gimv.org", to communicate with candidates via email. The company also uses secure tools on our website to receive data from applicants and would never ask them to submit their personal banking information to apply for an open job. If you are contacted by someone about an open job at GCNA/GIMV, please verify the domain of the sender's email address and that they are asking you to apply on this website. If you believe you have been a victim of a phishing scam, please visit the Department of Homeland Security's Cyber Smart website ( ) to learn how to report it.
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Customer Service Manager- Remote

20080 Washington, District Of Columbia Sharecare

Posted 1 day ago

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Job Description

**Job Description:**
**Job Summary:**
Under the direction of the Sr Manager of Customer Service, the Customer Service Manager will oversee a team of Customer Service Representatives and/or Engagement Specialists. Responsibilities include the coaching, development and daily support and management of the team. In addition, the Customer Service Manager is responsible for metric and quality performance monitoring. The successful candidate will recognize, embrace, and support the philosophy, mission, values, and vision of Sharecare. Demonstration of these values will be evident by leadership practices, integrity, and a demeanor consistent with the culture of professionally representing Sharecare. Analytical, decision-making prioritizing and leadership skills, along with considerable tact and diplomacy, are all extremely important. 
**Essential Job Functions:**
+ **Team Supervision** **: Oversee daily operations and performance of customer service representatives.**
+ Manages, coaches and trains staff to meet established performance standards.
+ Performs regular call monitoring & audits of staff phone conversations to ensure that accurate information is being articulated to patients and customers.
+ Monitors phone system and call volume throughout the day; ensure the phones have the proper staffing, reporting any trends in call volume to the WF Manager ensuring the phones are answered within the established Service Level Agreements.
+ **Complaint Resolution** **: Handle escalated customer complaints or complex issues.**
+ Communicate and meet with Clients as needed, including but not limited to implementations, complaint resolution and process improvement discussions.
+ **Training and Development** **: Facilitate staff training sessions and support career development.**
+ Monitors staff attendance and performance daily; handling the disciplinary process when necessary to correct overall performance.
+ Holds team meetings to ensure effective communication, continuous training, and positive engagement across the team.
+ Analyzes trends and conducts recurrent training as required by analysis of monitored calls
+ **Performance Monitoring** **: Track and report on key performance indicators and service metrics.**
+ Work closely with Vendor(s) to ensure Service Levels and KPIs are maintained.
+ Ensures consistency in service delivery by the entire team to drive contractual outcomes and positive customer experience.
+ Evaluates and communicates overall team performance expectations and feedback to their staff.
+ **Process Improvement** **: Identify opportunities to enhance processes and improve service efficiency.**
+ Works closely with the Sr Manager of Customer Service and VP of Provider Engagement to establish short term and long-term goals for the Customer Service team and the department.
+ Coaches and develops staff to address areas of concern and identify potential professional development opportunities.
+ Uses proactive support and communication to Client Operations, Workforce Management, and Training teams.
+ Collaboratively works with peer Customer Service Managers to identify cross-team improvement opportunities and foster an environment of support and comradery.
+ Some travel may be required
+ Additional responsibilities may vary depending on need.
**Specific Skills/ Attributes:**
+ Positive attitude
+ Demonstrates time management skills
+ Team player
+ Flexible
**Qualifications:**
+ Minimum of 2 years Call Center Customer Service experience
+ College degree or demonstrated professional leadership experience
+ Excellent verbal and written communication skills
+ Detail oriented and well organized
+ Demonstrates follow through on assignments
+ Effectively navigates telephony and Computer Information Systems technology
+ Displays sound judgment and critical thinking skills
+ Available to work all shifts / days as needed
+ Ability to deliver and receive feedback to include difficult discussions
+ Ability to maintain a high degree of confidentiality
+ Proficient with MS Office
+ Ability to work flexible hours and shifts
Sharecare, Inc. and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.
Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.
Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.
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Client Services Associate

22107 McLean, Virginia RH

Posted 9 days ago

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Job Description

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.

At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury.

YOUR RESPONSIBILITIES

* Live Our Vision, Values and Beliefs every day
* Greet and welcome RH Clients and assist with any questions or concerns
* Assist in connecting clients with the right Associates based on their purchase needs
* Assist and communicate with clients in the Gallery, over the phone and through email
* Provide an elevated level of client services support to Gallery Partners to resolve client concerns
* Become well-versed on RH product and offerings
* Create a luxury service experience in every interaction
* Exhibit broad understanding of the organization

OUR REQUIREMENTS

* Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
* Ability to recognize and respond to multiple priorities
* Strong organizational and time management skills
* Strong verbal and written communication skills
* Commitment to quality, detail focused on all levels
* People and relationship-driven
* Commitment to quality, detail-focused on all levels
* Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications



OUR PHYSICAL REQUIREMENTS

* Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
* Ability to maneuver effectively around gallery floor, stock room and office
* Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing
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Client Services Associate

22107 McLean, Virginia RH-USA Inc

Posted today

Job Viewed

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Job Description

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.

At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury.

YOUR RESPONSIBILITIES

  • Live Our Vision, Values and Beliefs every day
  • Greet and welcome RH Clients and assist with any questions or concerns
  • Assist in connecting clients with the right Associates based on their purchase needs
  • Assist and communicate with clients in the Gallery, over the phone and through email
  • Provide an elevated level of client services support to Gallery Partners to resolve client concerns
  • Become well-versed on RH product and offerings
  • Create a luxury service experience in every interaction
  • Exhibit broad understanding of the organization

OUR REQUIREMENTS

  • Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
  • Ability to recognize and respond to multiple priorities
  • Strong organizational and time management skills
  • Strong verbal and written communication skills
  • Commitment to quality, detail focused on all levels
  • People and relationship-driven
  • Commitment to quality, detail-focused on all levels
  • Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

  • Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
  • Ability to maneuver effectively around gallery floor, stock room and office
  • Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

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Client Services Coordinator

22107 McLean, Virginia Colliers

Posted 1 day ago

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Job Description

Job Opportunity At Colliers

Make your next move an expert one.

At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.

Why Colliers?

Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.

*This position is an Onsite role based out of our Tysons Corner, VA office*

About you

You are an experienced professional looking to take the next step of your career in commercial real estate! Your background includes delivering exceptional brokerage support to internal and external clients. In this position, you will be supporting marketing, operational duties, and transactional management with a high level of business acumen and entrepreneurial spirit which means YOU will be an integral part of the team's success.

In this role, you will

  • Create/format proposals and presentations collaborating with Colliers Marketing to help curate team marketing collateral
  • Create and send eblasts, create market surveys and tour books, process executed lease/amendment paperwork, collect pertinent documentation for all deal related marketing efforts
  • Help oversee the team's transactions, tracking critical dates and regularly updating clients and colleagues
  • Maintain company/broker databases to track prospects and business opportunities
  • Handle deal entry for all accounts payable billings for brokers/brokerage teams
  • Assist with office related tasks as needed and assigned by Regional Operations Manager
  • Complete administrative tasks such as expense reports, scheduling tours, etc. on an as needed basis
  • Bring a great attitude in learning the business and local marketplace by attending local business and industry events, networking, and participating in client meetings

What you'll bring

  • At least 1-2+ years of sales, marketing, or administrative experience in a professional environment (preferably real estate, sales, legal, architectural, construction or related)
  • Commercial real estate experience is an asset
  • Adobe Creative Suite (InDesign) experience preferred
  • High proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint)
  • High level of initiative and excellent communications skills, both oral and written

Make your next move an expert one and join us as we lead the industry into the future.

Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.

Applications will be accepted on an ongoing basis.

Direct applicants only please, no agencies.

Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.

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Client Services Representative

22021 Chantilly, Virginia FoodChain ID

Posted 1 day ago

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Client Services RepresentativeCompany OverviewFor more than two decades, FoodChain ID has been at the forefront of the New Food industry, providing expertise worldwide to navigate the requirements of an ever-growing demand for higher levels of transparency, accountability, safety, and sustainability. Our technical and business services include serving clean labels, food safety, and sustainability claims through offerings of Non-GMO Project verification, USDA Organic certification, BRC and SQF food safety certification, and more. Today, more than 30,000 companies in over 100 countries rely on our industry-leading solutions. The FoodChain ID vision encompasses nothing less than assuring the safety, transparency, and integrity of the global food chain, one client and product at a time.SummaryThe Client Service Representative II is responsible and accountable for receiving, processing, labeling, distributing samples and tracking them as required. Completing order forms, shipping samples to subcontract laboratories, sending sampling supplies and returning coolers at the request of the customers. As well as sending time sensitive reports to the customers.Responsibilities2-4 years of experience in client services (preferably testing related).Works with moderate amount of supervision from the Manager. Maintain organization of work while multi-tasking.Attention to detail (critical).Must be able to follow directions.Receive samples (weigh samples if required).Prioritize samples by turnaround times (TAT's).Process samples in LIMS.Label samples.Distribute samples to the laboratory.Complete order forms and ship samples to subcontract laboratories.Fulfill orders for sampling supplies and ship to the customers.Return coolers and shipping materials to customers as requested.Send time sensitive reports to customers. Email and/or call customers regarding sample discrepancies and the ability to answer basic questions about testing results.Answer phones and transfer calls as required.Greet visitors, couriers, repair technicians and make sure sign in log is completed.Requirements Bachelor's degree or equivalent.Laboratory experience preferred.Interpersonal/Communication SkillsExcellent verbal and written communication skills; clear, organized, detail-oriented.Offers and receives useful and constructive feedback.Able to establish and maintain effective work relationships in a team based environment.Personal SkillsHighly organized with exceptional attention to detail.Able to multi-task and work efficiently under deadlines.Dependable and punctual work schedule.Takes responsibility for all work activities and personal actions.Technology LiteracyProficiency with operation of desktop computersLIMS, MS Excel, OutlookCompetencies - Following 30 day shadow trainingHave an understanding of chemistry testing and DNA testing requirements. This will include testing services, LIMS, and reporting of daily results. Able to discuss basic information pertaining to testing results with customers.Learn techniques to be able to gather critical intelligence related to customer needs, requirements, pain points, and other details to help with commercial sales efforts.Language SkillsRead and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.Mathematical SkillsBasic math skills and some basic administrative and accounting skills.Reasoning AbilityAbility to perform simple deductive reasoning.Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; talk or hear. The employee frequently is required to walk, reach with hands and arms with repetitive motions of the hands and wrist related to the standard operating procedures; and rarely required to stoop, kneel, crouch, or crawl. The employee is required to sit with repetitive motions of the hands and wrist related to writing and typing at a desktop or mobile keyboard.Specific vision conditions include close vision reading. It requires the ability to operate a computer and phone. Employees must have reliable transportation.Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.This job operates in a professional office and laboratory environment. While performing the duties of this job, the employee occasionally is occasionally exposed to hazardous material, fumes or airborne particles, and toxic or caustic chemicals.Work is performed primarily indoors in an office and/or laboratory setting. The noise level in the work environment is low to moderate.Position Type and Expected Working Hours Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 9:00 a.m. to 5:00 p.m.TravelThe employee may be required to travel.Additional DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. EEO StatementFoodChain ID, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Client Services Coordinator

21042 Ellicott City, Maryland The Bob & Ronna Group

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Job Description

Client Services Coordinator

This is what you will receive:

  • Competitive Salary
  • Paid Holidays and Vacation
  • Health Insurance Benefits available
  • 401K
  • On-going training
  • This is a Career Opportunity for Growth and Advancement

Here is what we will ask you to do:

  • Administrative and Compliance tasks involved in home sales
  • Perform efficiently following timelines and meeting deadlines
  • Microsoft Office proficient
  • Candidates must have excellent verbal and written communication skills
  • Candidates must be organized, detailed and people-oriented with the ability to multi-task
  • Candidates must be computer savvy and able to learn various computer programs and internet-based software

MUST HAVE VALID MARYLAND REAL ESTATE LICENSE!

If you enjoy a fast-paced dynamic office environment with an inspiring culture, where you feel appreciated, AND you are a hard worker that wants to exceed expectations, you will LOVE being part of this group.

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Client Services Associate

20022 Washington, District Of Columbia Pennington Partners & Co

Posted 1 day ago

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About the Company

Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the worlds most successful entrepreneurs and their families.

Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility.

About the Position

The Client Relationship Officer position is one of the most critical roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families & LPs and has responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings, as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through plays an important part in our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful Client Experience (CX) strategies within the Private Wealth Management, RIA, or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

What Youll Do

  • Manage the day-to-day interactions as the Client Service owner of Penningtons Operating Partner Families and LPs.
  • Work with leadership to design and implement Client Service processes that drive high levels of engagement. Define and implement KPIs for the Client Service function and collect and measure feedback from Operating Partner Families & LPs that will inform the engagement model.
  • Contribute to the client experience road map and performance reporting processes that add value to Operating Partner Families & LPs.
  • Collaborate with Investment and Portfolio Management teams to promote and manage expectations that drive long-term business results through retention.
  • Work cross-functionally with Finance, Operations, and Compliance to ensure seamless billing processes.
  • Prepare client subscription and redemption documents related to alternative investments.
  • Interact with custodial platforms (Schwab, Fidelity & Pershing) to execute client service requests and orders.

What You Need

  • A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with UHNW clients.
  • A minimum of 3 years of total experience in Client Service or adjacent functions, preferably in Private Wealth Management, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse.
  • Bachelors degree in business administration or related field; Advanced degree or MBA is preferred but not required.
  • Demonstrable competency in strategic planning, business process implementation and business development.
  • Outstanding organizational and leadership abilities and personal integrity.
  • Solid grasp of technologies used to service our Operating Partner Families & LPs (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting).
  • Ability to translate technical knowledge into efficient, innovative client service processes.
  • Aptitude in data analysis, business intelligence, performance metrics, and data-driven decision making.
  • Ability to diagnose problems quickly and provide foresight into potential issues.
  • A team-player and leader who supports the firms Core Values.

What Youll Get

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing Ones Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

  • Salary - Competitive compensation (base salary + target bonus)
  • Benefits - Robust benefits package with PPO health insurance plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employees premium paid. Optional HSA with employer contribution. 401K with employer match, commuter parking, and cell phone reimbursement.
  • Health & Wellness $100/month stipend for fitness, meditation classes, meal kits, and more. Oura Ring welcome gift and one-year app subscription. Worldwide emergency travel coverage.
  • Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays, 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus option to work from home after leave ends, and a $4,000 childcare stipend.

EQUAL EMPLOYMENT OPPORTUNITY

Pennington Partners ensures equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin, age, disability, veteran status, or any other protected characteristic. We comply with applicable laws concerning reasonable accommodations for applicants and employees with disabilities.

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Client Services Associate

20811 Bethesda, Maryland B.F. Saul Company

Posted 2 days ago

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Company Overview:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus.

Position Summary

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Supervisory Responsibilities This position has no direct supervisory responsibilities.

Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the companys EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!
Essential Job Functions of a Client Services Associate:
  • Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
  • Respond promptly to requests and inquiries, resolving issues with a client-first approach
  • Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
  • Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
  • Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
  • Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
  • Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
  • Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
  • Support special projects and complete assignments with minimal supervision and high attention to detail
  • Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.
Required Skills and Abilities of a Client Services Associate:
  • Meticulous attention to detail and a commitment to accuracy in all tasks
  • Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
  • Strong organizational and follow-through skills
  • Excellent verbal and written communication skills
  • High level of professionalism, discretion and integrity
  • Client-centric mindset with a proactive, problem-solving attitude
  • General knowledge of investment products
  • Comfortable with technology and systems; proficiency in Microsoft Office required
  • Demonstrated ability to work independently and collaboratively within a team environment
Required Education / Experience of a Client Services Associate:
  • 1-2 years of experience in client services
  • Bachelors Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client support roles strongly preferred
Working Conditions / Physical Requirements / Travel:
  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • This position does not require travel.
$55,000 - $70,000 a year

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please .

Equal Opportunity Employer/Veterans/Disabled

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Client Services Coordinator

22042 Falls Church, Virginia Colliers International

Posted 3 days ago

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Job Description

Make your next move an expert one. At Colliers its not our success that sets us apart, its how we achieve it. Our people are passionate, take ownership and always do whats right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career. ***This position is an Onsite role based out of our Tysons Corner, VA office*** About you You are an experienced professional looking to take the next step of your career in commercial real estate! Your background includes delivering exceptional brokerage support to internal and external clients. In this position, you will be supporting marketing, operational duties, and transactional management with a high level of business acumen and entrepreneurial spirit which means YOU will be an integral part of the teams success. In this role, you will Create/format proposals and presentations collaborating with Colliers Marketing to help curate team marketing collateral Create and send eblasts, create market surveys and tour books, process executed lease/amendment paperwork, collect pertinent documentation for all deal related marketing efforts Help oversee the teams transactions, tracking critical dates and regularly updating clients and colleagues Maintain company/broker databases to track prospects and business opportunities Handle deal entry for all accounts payable billings for brokers/brokerage teams Assist with office related tasks as needed and assigned by Regional Operations Manager Complete administrative tasks such as expense reports, scheduling tours, etc. on an as needed basis Bring a great attitude in learning the business and local marketplace by attending local business and industry events, networking, and participating in client meetings What youll bring At least 1-2+ years of sales, marketing, or administrative experience in a professional environment (preferably real estate, sales, legal, architectural, construction or related) Commercial real estate experience is an asset Adobe Creative Suite (InDesign) experience preferred High proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint) High level of initiative and excellent communications skills, both oral and written #LI-SD1 #LI-Onsite Make your next move an expert one and join us as we lead the industry into the future. Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas. Applications will be accepted on an ongoing basis. Direct applicants only please, no agencies. Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact (e-mail removed) for assistance.

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