511 Customer Service Representatives jobs in Burnsville

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from SKS Consulting Group

Job Description

SKS Consulting Group is looking for a bright, customer-focused, and highly-organized individual that is eager to be part of a growing team. The Client Services Coordinator will coordinate client engagements and support the administration of SKS suite of services and consulting solutions. A successful Client Services Coordinator emphasizes quality work, detail orientation, and is committed to a high level of customer satisfaction.

This role is highly visible and requires attention to detail, the ability to problem-solve and prioritize, a high degree of organizational skills, and a level of resilience when priorities shift. Integrity and discretion in handling confidential information is key as well as professionalism in dealing with senior professionals inside and outside the company. The successful candidate will enjoy being the front line to our clients with exceptional written and verbal communication skills, utmost professionalism with interpersonal interactions, and the ability to skillfully handle all the activities surrounding those interactions.

Responsibilities

• Coordinate multiple calendars and tasks in a fast-paced environment with often shifting priorities
• Manage a complex scheduling process in an efficient, organized manner
• Respond to a high volume of email and phone call inquiries
• Accurately manage candidate records within an online database
• Adhere to administrative processes and best practices
• Proofread and edit high-level content and finalize documents from a variety of sources
• Assist with facilitating client and internal projects
• Conduct day to day office activities, various administrative duties, and provide support to the Business Operations Leader and SKS Consultant Team

Qualifications

• Commitment to and enthusiasm for exceptional customer service
• Calendar management experience in a fast-paced environment
• Enjoy collaborating and working in a team-oriented environment of highly engaged and intellectual individuals, yet have the ability to think critically and problem-solve independently
• Have a terrific work ethic accompanied by a positive, get-it-done attitude
• Highly detailed and process oriented; quick to learn new best practices and technology platforms
• Capable of navigating ambiguity and the ability to think on your feet
• A high degree of honesty, trust, sophistication, and integrity
• Proven track record of consistently delivering accurate, high-quality work
• Have an interest in people, psychology, training and development in a professional services environment

Requirements

• Relevant work experience - at least 5 years of calendar management and/or client services experience
• Solid written and editorial skills with experience proofing professional documents
• Proficient in Microsoft Office suite; experience working with Microsoft Dynamics 365 a plus

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Customer Service and Administrative
• Industries Business Consulting and Services

Referrals increase your chances of interviewing at SKS Consulting Group by 2x

Minneapolis, MN $45,000.00-$5,000.00 3 weeks ago

Minneapolis, MN 52,500.00- 70,400.00 1 week ago

Greater Minneapolis-St. Paul Area 55,000.00- 65,000.00 4 days ago

Minnetonka, MN 52,800.00- 63,000.00 6 months ago

Eden Prairie, MN 55,000.00- 65,000.00 1 month ago

Minneapolis, MN 65,000.00- 85,000.00 14 hours ago

MinneapolisSaint Paul, WI 10,000.00- 50,000.00 1 day ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

• High School Diploma or GED
• Experience in an administrative or customer service role
• Strong time management skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

• Previous experience in assisting Registered Representatives/Financial Advisors
• Financial services and/or banking background
• Bachelor's degree in Finance, Business, Marketing, or Communications
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Job Type

Full-time

Description

Clinical applications: The largest focus for healthcare professionals is patient care. In this role, you will have the opportunity to assist these individuals with issues relating to the enterprise health record - so they can be there for those who need them most.

Financial applications: Here, you can use your skills to work with customers in an effort to resolve issues within the scheduling, registration, or billing applications of our software.

As a member of our Client Services team, your job would involve:

• Troubleshooting, researching, and solving customer software and system problems
• Acting as the primary contact for clients
• Answering customer questions
• Processing requests for software enhancements and system modifications
• Corresponding with customers over the phone and through letters, fax and email
• Providing customer education, both internally at MEDITECH and at customer sites
• Working on a variety of group projects, communicating with development staff
• Mentoring co-workers
• Traveling 10-15% of the time

• Experience in Nursing, Pharmacy, Radiology, Physician Practice or Hospital, Emergency Department, Operating Room, Laboratory, Ambulatory or Behavioral Health is a plus, but not required. No specific experience is necessary, we will train you!
• Bachelor's or Associate's degree preferred and/or applicable training, education, or customer service experience, and/or related military experience
• Exceptional written and verbal communication skills
• Exceptional project management and organizational skills
• Ability to work well independently and as part of a team
• Ability to multi-task in a fast-paced environment
• Strong interpersonal and presentation skills
• You may be required to show proof of vaccination when traveling to a customer site unless you have an approved medical or religious exemption.

The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. This position assists in operational set-up, expediting d Client Service, Manager, Customer Service, Business, Retail, Business Services, Client, Financial

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Responsible for training, supervising and ongoing development of associates and seniors.

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

• Build impactful relationships with clients and maintain relationships with firm leadership.

• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

• Take responsibility for accurate time and billing for self and team.

• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

• Hold self and direct reports responsible for achieving developmental goals

• Mentor and coach junior team members.

• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

• Bachelor's Degree in Accounting or equivalent field is required

• 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix

• CPA or IRS Enrolled Agent Certification required

• Master's Degree in Taxation or relevant field

• Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota candidates, the expected salary range for this position is between $80,000 and $140,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email:

#LI - Hybrid

#LI - RB2

Join to apply for the Tax Manager - Private Client Services role at EisnerAmper

1 week ago Be among the first 25 applicants

Join to apply for the Tax Manager - Private Client Services role at EisnerAmper

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top Places to Work awards
• We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions
• We understand that embracing our differences is what unites us as a team and strengthens our foundation
• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
  

• Responsible for training, supervising and ongoing development of associates and seniors.
• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with clients and maintain relationships with firm leadership.
• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
• Take responsibility for accurate time and billing for self and team.
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Hold self and direct reports responsible for achieving developmental goals
• Mentor and coach junior team members.
• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
  
  

• Bachelors Degree in Accounting or equivalent field is required
• 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix
• CPA or IRS Enrolled Agent Certification required
  
  

• Masters Degree in Taxation or relevant field
• Experience using GoSystems or CCH Axcess tax software
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Accounting

Referrals increase your chances of interviewing at EisnerAmper by 2x

Minneapolis, MN 70,000 - 130,000 1 week ago

MinneapolisSaint Paul, WI 70,000 - 130,000 2 weeks ago

Minneapolis, MN 99,000 - 266,000 2 weeks ago

Minneapolis, MN 130,000 - 180,000 1 week ago

Minneapolis, MN
126,700.00
-
190,100.00
2 weeks ago

Minneapolis, MN
130,000.00
-
195,000.00
1 week ago

MinneapolisSaint Paul, WI
130,000.00
-
140,000.00
5 days ago

Greater Minneapolis-St. Paul Area
130,000.00
-
145,000.00
2 weeks ago

Hudson, WI
100,000.00
-
140,000.00
1 month ago

Greater Minneapolis-St. Paul Area 1 week ago

MinneapolisSaint Paul, WI
130,000.00
-
195,000.00
3 days ago

St Paul, MN
90,000.00
-
115,000.00
5 months ago

St Paul, MN
85,000.00
-
115,000.00
5 months ago

Edina, MN
70,000.00
-
85,000.00
1 week ago

Minneapolis, MN 110,000 - 180,000 1 week ago

St Paul, MN 115,000 - 160,000 1 week ago

St Paul, MN 80,000 - 95,000 5 months ago

Greater Minneapolis-St. Paul Area 90,000 - 135,000 1 week ago

Greater Minneapolis-St. Paul Area 110,000 - 130,000 27 minutes ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.