156 Customer Service Manager jobs in Washington

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If youre a responsible, professional, and people-oriented individual, wed love to hear from you. Contact us today to explore this exciting opportunity!

The role of Client Services Associate requires an intelligent, responsible, and professional individual who will work with an assigned team to service daily client needs. Individuals are empowered to make a difference in the firm and in our clients lives. We encourage and support individual growth and development. This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team. Individuals must be reliable and organized.

Areas of responsibilities include a wide range of duties. This incredibly important role will perform everyday tasks and special projects. This is not a sales role.

The position requires sitting, standing, and mobility throughout the office and the ability to communicate clearly and professionally is needed.

• Bachelors degree with emphasis in Accounting, Finance or related field
• Strong interpersonal skills
• Reliable, follows through on commitments
• Takes direction well
• Detail oriented and good at listening
• Sensitive to confidentiality and privacy

• Job Type: Full-time
• Base Salary: $67,800 $75,000 based on experience
• Exemption Classification: Exempt
• Bonus: Based on Firm Results
• Work Location: In Office
• Schedule: Monday to Friday
• Vacation: 2 weeks
• Personal Days: 7
• 401(k) plan with Matching
• Health, vision and dental plans available

• Entry level

• Full-time

• Finance, Customer Service, and Administrative

• Financial Services, Investment Management, and Investment Advice

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Mailroom Associate

Job Title: Mailroom Associate

Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview

The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner.

Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service.

Duties And Responsibilities

• Provides 5-star customer service to all employees (in all forms of communication).
• Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.
• Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine.
• Maintains records of receipt, mailing dates, and other required information.
• Manages outgoing mail/package transactions.
• Performs duties associated with shipping and receiving of materials.
• Notifies employees upon receipt of inbound deliveries.
• Distributes mail/packages to company personnel.
• Acts as point of contact for company personnel on mail/package inquiries.
• Submit work orders for certain requests.
• Maintains the Business Service Center area in a neat and orderly fashion.
• Monitors level of office supplies on the floor and replenishing and orders accordingly.
• Proactively seeks out additional work during downtime.
• Builds professional relationships with customers and other teams.
• Maintains professionalism and composure when interacting with all employees.
• Trains back-up and providing guidance on policies and procedures.
• Determines what additional support is needed when handling sensitive inquiries.
• Provides exceptional customer service to client.
• Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed.
  
  

• Strong verbal and written communication skills.
• Excellent customer service skills.
• PC skills MS Office Suite experience.
• Ability to handle multiple tasks simultaneously.
• Good organizational skills.
• Working knowledge of MFD equipment.
• Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.
• Possesses ability to work independently and is capable of completing projects.
• Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.
  
  

• High School Diploma (or equivalent) required.
• 2+ years prior work experience preferred.
• Ability to work assigned work hours determined by manager.
• Flexible, Adaptable, and Dependable.
• A Team Player.
• Excellent organizational and time management skills.
• Analytical abilities and aptitude in problem-solving.
• Superb written and verbal communication skills.
• Current knowledge or ability to learn computer-based systems required for functions of position.
• Required to maintain an overall professional appearance and attitude.
• Adhere to all policies and procedures required.
  
  

• Approximately 50% of the time this position requires the below physical demands.
• Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
• Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.
• Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.).
• Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension.
• Ability to lift or move 40 lbs. or greater frequently.
  
  

• Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!
• Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!
• We Recognize Talent: We offer a variety of recognition programs for all levels of employees!
• Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
• Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
  

• Seniority level Entry level

• Employment type Full-time

• Job function Other
• Industries Outsourcing and Offshoring Consulting

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Get notified about new Client Services Associate jobs in Seattle, WA .

Bellevue, WA 70,000.00- 80,000.00 5 days ago

Seattle, WA 55,000.00- 70,000.00 2 weeks ago

Bellevue, WA 70,000.00- 89,000.00 1 week ago

Bellevue, WA 40,000.00- 80,000.00 4 days ago

Bellevue, WA 34,000.00- 85,000.00 3 weeks ago

Seattle, WA 60,000.00- 75,000.00 3 weeks ago

Seattle, WA 50,000.00- 60,000.00 1 week ago

Bellevue, WA 55,000.00- 85,000.00 2 days ago

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Mercer Island, WA 60,000.00- 70,000.00 1 week ago

Seattle, WA 60,000.00- 70,000.00 2 months ago

Bellevue, WA 40,500.00- 79,000.00 1 day ago

Tacoma, WA 39,000.00- 61,000.00 3 weeks ago

Seattle, WA 66,800.00- 142,800.00 2 weeks ago

Bellevue, WA 65,000.00- 72,500.00 1 week ago

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Seattle, WA 52,000.00- 53,000.00 1 week ago

Seattle, WA 66,800.00- 142,800.00 1 week ago

Seattle, WA 66,800.00- 142,800.00 1 week ago

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This is a full-time position with a benefits package including medical, dental, 401k, life insurance, and a paid time off program. This position is located at our Riverview Center location in Vancouver, WA.SUMMARYAs a Client Services Representative, you will be providing friendly customer service in Riverview's Call Center. In our Call Center you will assist customers with their Online Banking, generally inquires, and complete account maintenance.The salary for this role will be between $18 and $24. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.ESSENTIAL DUTIESProvide prompt, courteous, and friendly customer service and uses problem solving skills to satisfy client needs.Basic knowledge of the Q2 Internet Banking platform to assist customers with password resets and general inquiries.Basic knowledge of the Q2 Internet Banking platform to maintenance customer information on the system.Basic knowledge of the core system to complete and submit maintenance to provide support to other staff members.Assisting customers with their bill pay questions.Process, record, track and verify various types of financial transactions, information, and events.Knowledge of the Debit Card processing system to support customer inquiries, travel notices, reissues, and limit increases.Assist and support clients in balancing statements, processes stop payments, special statements, changes of address and corrects minor problems.Process transactions on the core system.Digital Wallet activations and customer support.Knowledge of the dispute resolution system for the submission of customer Reg E dispute claims.Greet customers and direct them to the appropriate personnel.Additional Duties and Responsibilities: Participates in and completes training objectives with passing scores. Independently completes tasks assigned.Follow all Riverview policies and procedures.Provide general administrative and word processing assistance on special project work as needed by the Operations Department.Other duties may be assigned.RELATIONSHIPSDaily contact with Supervisor to receive direction and interpretation of existing and new department procedures.Daily contact with clients in providing assistance to fulfill their banking needs.Daily contact with internal and external customers and prospective customers in routing incoming calls and providing assistance.Frequently confer with other departments providing assistance and coordination of operations.QUALIFICATIONSTo perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION and/or EXPERIENCEHigh school diploma or general education degree (GED); 6 months to 1 year related experience and/or training; or equivalent combination of education and experience.SKILLSAbility to read and comprehend instructions, correspondence, and memos.Ability to write simple correspondence. Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few variables in standardized situations.The basic skills associated with the general use of computers and other business office equipment. Must have ability to utilize MS Office software to compose basic word processing documents.The ability to offer flexibility in a changing work environment is imperative.PHYSICAL DEMANDSWhile performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.Riverview Bank is an equal opportunity employer and affirmative action employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. 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.

Mechanics Bank is currently searching for a Client Services Representativeto join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work onsite in one of Spokane, WA office. Responsible for daily servicing of clients, review of client's current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.What you will do:Service and cross-sell insurance product to new and existing customers.Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers.Handle incoming customer phone calls, faxes and emails and special requests.Determine sales strategies and tactics to increase customer base and cross sell additional products.Maintain accurate customer records by updating policy information as needed in agency management database.Be familiar with on-line company manuals, rating programs and any coverage changes.Adhere to all systems, procedures and insurance regulations.Use probing questions to determine insurance needs, and then sell appropriate products.Make servicing and sales telephone calls with current and new customers.Who you are:High school diploma or equivalent required. College and/or insurance classes/certification preferred.Minimum 2 years' personal lines experience at agency or insurance company.Licensed in Washington state for property and casualty insurance.Familiar with agency markets and preferences for appropriate market selections for accounts.Strong written and verbal communication skills with a customer service orientation.Ability to handle confidential information with the highest level of discretion.Possess excellent organization, detail orientation, and judgment skills. Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others. Pleasant and courteous with strong business etiquette and adherence to dress code standard.Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.Willingness to assume additional responsibility/duties and or projects as they arise.Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements.Dependable and self-starter who has the ability to work without constant/on-hands supervision.Regular and punctual attendance is required.#LI-DNIHourly Range: $21.20 - $6.49 - 31.83Eligible for incentive plansOur comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes(1):Medical, prescription, dental, and vision coverage for employees and their eligible family membersEmployer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefitsHealth Savings Account with employer contributionHealthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit401(k) and Roth 401(k) with company contribution529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance ProgramSupplemental Health plans, Voluntary Legal and Identity Theft Services11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar yearFree personal checking and savings account; Discounted rates on primary residence loan with 0 origination fees (restrictions apply)Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.Please view Equal Employment Opportunity Posters provided by OFCCP here.To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank(1) The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. Models a professional and courteous manner with staff and clients. - Follows established policy and procedures in Client Service, Representative, Hospital, Client, Retail

Client Service Representative (CSR) Veterinary Hospital Do you love animals and people? Our busy veterinary hospital is looking for a friendly, detail-oriented Client Service Representative (CSR) to be the welcoming face of our team. What youll do Client Service, Representative, Retail, Client, Health

INTRODUCTION The purpose of this position is to serve as a Client Service Representative at Diamond Veterinary Hospital. This includes record keeping duties, clerical duties related to animal patient care and treatment, and miscellaneous support to t Client Service, Representative, Healthcare, Animal, Hospital, Practice