907 Customer Service Representatives jobs in Brooklyn

A prestigious position to work with wealth management professionals that care about their clients, and their people.

1. Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
2. Facilitate account opening and maintenance for existing financial planning clients.
3. Ensure full transfer of assets where applicable
4. Facilitate alternative investments as well as annuities, life insurance and 529 investments.
5. Work directly with account custodians and investment platform providers as necessary.
6. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.
7. Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.

Must have financial services, wealth management industry experience.

Excellent benefits and great team of professionals to work with!

About Us: Veterinary Care Group - Westbury is a compassionate and well-established veterinary clinic dedicated to providing high-quality care for pets in our community. We are looking for an enthusiastic and customer-oriented Veterinary Receptionist Client Service, Representative, Customer Service, Operations, Retail, Client, Medical

A growing company is seeking a professional, detail-oriented Client Services Representative to join its client support team. This full-time, in-office role involves acting as the primary point of contact for clients, ensuring all service-related needs are addressed accurately and efficiently.Responsibilities Include:Manage incoming client inquiries and requests across phone, email, and internal systems.Process account updates, beneficiary changes, billing inquiries, payments, and lapse prevention efforts.Maintain accurate and up-to-date records across internal platforms.Assist advisors with case summaries, policy documentation, and follow-ups.Ensure clients receive timely, courteous, and knowledgeable service.Track and follow up on pending service items to ensure resolution.Collaborate with internal departments to resolve complex issues and deliver high-quality service.Maintain confidentiality and handle sensitive financial and personal data with discretion.Ideal Qualifications:Prior experience in a customer service, account management, or administrative role.Insurance or financial services background is a strong plus.Excellent verbal and written communication skills.Strong attention to detail and organizational abilities.Comfort working across multiple systems and managing deadlines.Multilingual candidates are a plus.Proficient in Microsoft Office Suite; experience with CRM systems is helpful.This role is ideal for a dependable and empathetic professional looking to provide high-level client support in a fast-paced, service-focused environment.Salary: $55k - $80k/YearTo apply, please send your resume to

A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.

Responsibilities:

Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.

Facilitate account opening and maintenance for existing financial planning clients.

Ensure full transfer of assets where applicable

Facilitate alternative investments as well as annuities, life insurance and 529 investments.

Work directly with account custodians and investment platform providers as necessary.

Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.

Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.

Must have financial services, wealth management industry experience.

Excellent benefits and great team of professionals to work with!

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

What does a successful Client Services Professional do? As a Client Services Professional, you are the day-to-day client experience partner for financial institution customers. You are accountable for being the first line support representative servicing all their tactical and operational inquiries related to the client's credit card program and solution to an optimal conclusion. At Fiserv, our mission is to deliver the highest standards of client support, ensuring customer satisfaction and excellence in every interaction.

What you will do:

• Serve as the primary point of contact for credit clients, providing operational servicing, support, and issue resolution for their credit card solution and its complementary products and services.
• Network and partner with multiple business areas throughout the organization, acting as a liaison between the client and Fiserv internal partners.
• Handle client-related inquiries and engage the appropriate resources to ensure timely and satisfactory resolutions.
• Bring transparency to stakeholders and escalate issues to leadership as required.
• Research and resolve client inquiries in accordance with defined processes, procedures, and within service level timeframes under minimal supervision.
• Service clients through multiple communication and distribution channels.
• Document the entire lifecycle of inquiries through corrective actions in tracking software.
• Build knowledge articles and education/training resources to accelerate and improve the servicing experience.
• Attend ongoing training to mature skillsets and expand knowledge.
• Contribute to continual improvement initiatives to drive automation, efficiencies, quality, and consistency in servicing operations.

What you will need to have:

• Bachelor's Degree in business, finance, or related field preferred; equivalent work experience may be substituted and/or equivalent military experience.
• 3+ years of experience in client operations support in the financial services/banking field.
• 3+ years of experience in problem-solving within a fast-paced environment.

What would be great to have:

• 3+ years of experience in bankcard/credit card processing.
• Strong communication skills, with the ability to communicate verbally and in written form concisely, clearly, and professionally.
• Solid organizational and time management skills with strong attention to detail.
• Solid computer skills with MS Office Suite and related office equipment.

Perks at Work:

• We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
• Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.
• Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
• Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
• Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program.
• Advance your career with training, development, certification, and internal mobility opportunities.
• Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.

Important information about this role:

• This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
• In order to be considered, you must be legally authorized to work in the U.S. without need for sponsorship, now or in the future.
• This is a full-time, direct-hire position, and no contract options for unsolicited agency submissions will be considered.
• All offers of employment are contingent on standard background checks. Fiserv and certain of its affiliated companies are federal, state, and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability.

Salary Range $51,500.00 - $85,000.00

These pay ranges apply to employees in New Jersey, New York, and California. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.

Thank you for considering employment with Fiserv. Please:

• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.

Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

The Mayor's Office to End Domestic and Gender-Based Violence (ENDGBV) develops policies and programs, provides training and prevention education, conducts research and evaluations, performs community outreach, and operates the New York City Family Justice Centers. The Office collaborates with City agencies and community stakeholders to ensure access to inclusive services for survivors of domestic and gender-based violence (GBV). The Mayor's Office to End Domestic and Gender-Based Violence is recruiting for one (1) Community Coordinator to function as a CLIENT SERVICES COORDINATOR. Under the supervision of the Executive Director, the Client Services Coordinator assists with the coordination of the delivery of domestic and gender-based violence services to clients at the Queens FJC (QFJC). This work includes, but is not limited to:

• Assist in the coordination of the delivery of client services at the QFJC by supporting the Executive and Deputy Director with regard to addressing client coordination and service provision issues.
• Assist in the development of new linkages and referrals for specialized client services, which include family violence, elder abuse, trafficking, and sexual assault and provide support and assistance to partner agency staff with making appropriate offsite referrals and linkages.
• Work closely with partner agency staff on high-risk cases and liaise with the Mayor's Office and other city agencies when applicable.
• Liaise with District Attorney's Office and their victim support staff to arrange mutual referrals, as appropriate.
• Assist in the training of all on-site partners, including new staff, interns and volunteers on procedures, forms, protocols, and use of FJC application to support client service coordination.
• Respond to requests by clients for assistance made via phone to our main line as well as correspondence received by ENDGBV's main office.
• Assist in the management, coordination, and administration of the existing QFJC economic empowerment classes and other on-site client programs and special events including scheduling, ordering of materials and assistance with recruitment.
• Conduct regular trainings at the QFJC in the areas of economic empowerment and client service coordination.
• Develop a comprehensive directory of financial empowerment programming and other social service programming available for QFJC clients.
• Assist with outreach events when needed, including covering possible night and weekend events.
• Perform all requested duties related to the administration of the QFJC.
• Perform other duties, as deemed necessary by the Executive Director.

Work Location: 126-02 82nd Avenue, Kew Gardens, NY 11415

Hours/Schedule: Monday-Friday, 9:00 a.m. to 5:00 p.m.

Qualifications:

• 1. A baccalaureate degree from an accredited college and two years of experience in community work or community centered activities in an area related to the duties described above; or
• 2. High school graduation or equivalent and six years of experience in community work or community centered activities in an area related to the duties as described above; or
• 3. Education and/or experience which is equivalent to "1" or "2" above. However, all candidates must have at least one year of experience as described in "1" above.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

The Mayor's Office to End Domestic and Gender-Based Violence (ENDGBV) develops policies and programs, provides training and prevention education, conducts research and evaluations, performs community outreach, and operates the New York City Family Justice Centers. The Office collaborates with City agencies and community stakeholders to ensure access to inclusive services for survivors of domestic and gender-based violence (GBV). The Mayor's Office to End Domestic and Gender-Based Violence is recruiting for one (1) Community Coordinator to function as a Client Services Coordinator. Under the supervision of the Executive Director, the Client Services Coordinator assists with the coordination of the delivery of domestic and gender-based violence services to clients at the Queens FJC (QFJC). This work includes, but is not limited to: assisting in the coordination of the delivery of client services at the QFJC, developing new linkages and referrals for specialized client services, working closely with partner agency staff on high-risk cases, assisting in the training of all on-site partners, responding to requests by clients for assistance, assisting in the management, coordination, and administration of the existing QFJC economic empowerment classes and other on-site client programs and special events, conducting regular trainings at the QFJC in the areas of economic empowerment and client service coordination, developing a comprehensive directory of financial empowerment programming and other social service programming available for QFJC clients, assisting with outreach events when needed, and performing all requested duties related to the administration of the QFJC.

Work Location: 126-02 82nd Avenue, Kew Gardens, NY 11415

Hours/Schedule: Monday-Friday, 9:00 a.m. to 5:00 p.m.

1. A baccalaureate degree from an accredited college and two years of experience in community work or community centered activities in an area related to the duties described above; or 2. High school graduation or equivalent and six years of experience in community work or community centered activities in an area related to the duties as described above; or 3. Education and/or experience which is equivalent to "1" or "2" above. However, all candidates must have at least one year of experience as described in "1" above.

Very strong organizational, interpersonal/collaborative, time-management, and multi-tasking skills, including the ability to take initiative, prioritize duties, work independently and within a team environment, including experience with working with individuals from diverse cultures. Ability to work well in a team environment and with all levels of supervisory and frontline staff. Comfort level with giving public presentations and conducting trainings for large and small audiences. Bilingual Spanish-speaking candidate preferred.

New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

Greenlining Management is looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!

As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!
Responsibilities of the Client Services Associate:

• Deliver exceptional customer service by assessing customer needs with a professional and positive attitude
• Build and maintain client accounts by fostering lasting relationships through direct engagements
• Reviewing customer interactions with management and contributing to any feedback for improving customer service experiences
• Stay knowledgeable about all non-profit goals to confidently address client questions
• Participate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunities

• Extensive and ongoing one-on-one training designed for Client Services Associates
• Opportunities for community and charity involvement
• Flexible scheduling for a balanced life between work & life
• Educational & informative meetings with senior team members to enhance your customer service skills
• Transparent career paths based on performance

• High school diploma or experience relevant to a Client Services Associate role
• A positive attitude and the ability to adapt to work with diverse people and teams
• Strong teamwork skills and a commitment to helping clients succeed
• Background in retail, restaurant, sales, or related fields is a plus
• A drive for leadership and a willingness to grow within the company