313 Customer Service Representatives jobs in El Cajon

Job DescriptionCetera Investors/Decker Financial: This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.About Decker Financial:At Decker Financial, we believe financial planning goes beyond wealth-building-it's about empowering our clients and giving them confidence in their future. Our mission is to build meaningful, long-term relationships with our clients and provide strategy-driven, holistic financial plans that transform lives.Get to know the team: Home | Decker FinancialWe are looking to add a Client Services Representative to enhance our client service experience, contribute to our growing business, and help our clients achieve their financial goals. This is a San Diego-based position with an initial in-person requirement-hybrid work potential after a probationary period.This role can be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).What You'll Do:As a Client Services Representative, you'll be the bridge between advisors and clients, ensuring exceptional client experiences through:Managing client relationships via phone, virtual meetings, and in-person interactions.Preparing client meeting materials, including illustrations, charts, and reports.Completing and tracking client paperwork using DocuSign.Assisting with client financial transactions and implementing financial plans.Educating clients on account services and new technology.Maintaining accurate client records in AdviceWorks, SmartWorks, and Redtail CRM.Supporting compliance standards and corporate training initiatives.Collaborating with the team in weekly meetings to meet business objectives.May assist with onboarding and training of new team membersAct as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.Organize Client events and follow up tasks.Maintain an organized filing system following compliance guidelines.Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).What You Need:High School Diploma or GEDExperience in an administrative or customer service roleStrong organizational and interpersonal skills, problem-solving abilities, time management skills, and proficiency with technology.Excellent written and verbal communication skillsProficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programsWhat Is Nice to Have:Experience with Redtail CRM.Previous experience in assisting a Financial Planning practice.Bachelor's degree in finance or business.The salary range for this role is $22.00 - $25.00/hour. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.#LI-ONSITEAbout UsWhat we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: 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.About Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

14 hours ago Be among the first 25 applicants Direct message the job poster from Measured Risk Portfolios, Inc. Measured Risk Portfolios (MRP) is a rapidly growing Independent Registered Investment Advisor headquartered in San Diego, California. Founded in 2007, and home of SynthEquity, MRP services include asset management, retail wealth management, retail investment management, financial planning, and insurance brokerage services. It also acts as a third-party money manager for non-affiliated investment advisors. We are seeking a talented, experienced, task-oriented, self-starter to fill an open full-time client service associate position. This is an in-office position. Experience assisting clients with financial transactions , including account opening, establishing money transfers, and account maintenance, is preferred. If you do not have this experience, it is required that you have previous client service experience in a business professional environment. We are looking for someone who can solve time-sensitive matters independently. We are the liaison between the client and their money, and we are seeking someone who can manage multiple open workflows simultaneously while ensuring every client receives the utmost standard of care. Most of our clients custody their funds at Charles Schwab ; therefore, experience with this custodian will get you priority consideration. Other platforms include Salesforce and Black Diamond. It is a given that you'll have mastery using all Office programs, including Outlook, Excel, Word, and PowerPoint. Compensation will be competitively based on market rates and relevant experience. Please attach a PDF copy of your resume. Cover letters are accepted, but not required. Compensation Also Includes: -Fully paid health and dental coverage -10 days paid time off -401k with matching contribution after meeting eligibility requirements. -This position is non-exempt. Qualifications: Required: Willingness to work on a team, handle instruction, and a positive attitude. Required: Experience in Financial Services or 2+ years of experience in Client Service in a business setting. Preferred: Account maintenance knowledge: Account types/opening/closing/ money movement Preferred: Experience with Charles Schwab / Salesforce / Black Diamond. Ability to handle multiple workflows with strict deadlines. Proficiency in Microsoft Office is a must. Task-oriented / Independent Problem Solver - Can create a robust checklist and complete promptly. Willingness to learn new skills and processes in a fast-paced environment Due to the sensitive nature of this role, a background check is required for consideration. No phone calls, please! We're really busy helping our clients as it is! **Serious Inquiries only** Seniority level Seniority level Entry level Employment type Employment type Full-time Industries Investment Management Referrals increase your chances of interviewing at Measured Risk Portfolios, Inc. by 2x Get notified about new Client Services Associate jobs in San Diego, CA . Client Service Associate (Money Movement) TM Client Services & Onboarding (Associate or Senior) Products and Cancellations Administrator National City, CA $20.50-$1.00 1 month ago Client Services Representative (BLANK AST 2) United States 60,000.00- 90,000.00 1 week ago Client Services Representative (BLANK AST 2) San Diego, CA 60,000.00- 69,000.00 15 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

SUMMARY

Supports client accounts and laboratory logistics by providing customer support to clients, patients, Prometheus sales representatives, and other departments including marketing and billing.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Responsible for receiving incoming phone calls and requests for test results, information on diagnostic and therapeutic products from pre-printed marketing materials, specimen transport kit requests, and miscellaneous requests from clients, patients, and sales representatives.
• Routes questions to supervisor or senior client services representative that are outside of their job knowledge.
• Communicates information for partnered pharmaceutical products from pre-printed marketing materials.
• Provides sales materials upon request to customers and TSS representatives.
• Utilizes PrOS for patient information to properly respond to inquiries.
• Responsible for maintaining records of client interactions or transactions, using MasterControl to capture diagnostic customer complaints, inquiries, or comments, as well as actions taken.
• Supports field Technical Sales Specialists (TSS) with responsibility for multiple sales districts and the management of accounts in absence of TSS related to supplies, literature, test add-ons or kits.
• Forwards billing questions to medical accounts for handling.
• Describes Prometheus products and programs to customers.
• Communicates and educates patients, physicians and clients on company coupon programs (including Clinical Experience Programs).
• Enters client information in Sales Logix database on a daily basis.
• Notifies physician offices of abnormal results and cancelled tests via phone and fax on a daily basis.
• Provides pre-authorization and appeal information/documents to physicians and patients upon request.
• Ensure HIPAA Confidentiality and Compliance policy, procedures and standards are adhered to at all times.
• Maintain competencies required for the position and specific areas assigned.
• Assists with scheduling of mobile phlebotomy services.
• Provide portal support for clients (resetting passwords, navigation, etc.).

SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Must be able to multi-task, prioritize and follow through on projects and assignments.

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 EXPERIENCE
Generally requires 2 years' experience in a related medical customer service role. Healthcare, biotech, and/or medical billing setting highly preferred. Computer literacy is essential with proficiency in Microsoft Word, Excel, and PowerPoint. Candidate should possess analytical and problem solving skills; have very good verbal and written communication skills. Previous handling of inbound and outbound call center phones preferred.

LANGUAGE SKILLS
Ability to write routine reports and correspondence. Excellent verbal communication skills with ability to speak effectively with customers or employees of organization. Ability to develop and maintain strong and effective working relationships with internal and external customers.

MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY
Ability to solve basic problems while on the telephone. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to understand basic medical terminology as they relate to department and position.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Get AI-powered advice on this job and more exclusive features. Description ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. Overview And Essential Job Functions Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators. Support clients (employers and employees) during their enrollment process Process related paperwork and manage electronic communication Accurate data entry using several databases simultaneously while meeting deadlines Establish, foster and grow relationships with clients and program contacts including third party organizations Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion Manage a fluctuating volume of calls and emails Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve Perform other work related duties as assigned ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act Qualifications MINIMUM QUALIFICATIONS At least one year of experience with data entry (manual keying in of information into databases) Works well independently with limited supervision Works as a self-starter with effective communication skills Ability to work in a fast paced environment Prior experience in customer service and/or client relations Ability to handle fluctuating inbound and outbound call volume Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays Experience working with multiple applications simultaneously Ability to prioritize and handle competing requests successfully Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality Ability to communicate both orally and in writing in a professional manner Attention to detail and critical thinking skills The ability to handle responsibility with limited supervision High standard of integrity Ability to use basic math skills Demonstrates excellent organizational skills, time management, and task orientation Good interpersonal communication skills Ability to handle and accommodate complex clients Must be able to plan for and meet multiple deadlines High school diploma or equivalent with some college preferred (or equivalent work experience) Preferred Qualifications Willingness to obtain certain state required certifications Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program) Able to provide a secure remote workspace with high speed internet when applicable Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: Dedicated fax Dedicated email US mail - Dedicated phone 1- Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Non-profit Organizations Referrals increase your chances of interviewing at Rise Services, Inc. by 2x San Diego Metropolitan Area $98,000 - $47,000 4 days ago United States 60,000 - 90,000 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• Managing entire order process for specific OAEs, and any accounts that are assigned to those OAEs, in Salesforce.com (SFDC). Tasks include, but are not limited to:
  • Processing orders in SFDC
  • Faxing or calling Ordering Provider when necessary for missing information, clinical discrepancies, specimen issues, etc. and for following up consistently to obtain in a timely manner.
  • Faxing specimen requests to pathology and following up regularly to expedite turnaround time (TAT)
  • Resolving holds on orders so specimens received can begin testing ASAP.
• Monitoring reports on CS Dashboard to stay on top of workload - Open tasks, open order issues, orders that have completed Clinical Review, pending specimens, newly reported orders, QNS results, incoming portal order or registration requests.
• Handling Physician Call Back Requests - Responsible for forwarding call back requests to the appropriate person (i.e., Pathologist, Medical Science Liaison, Sales) and documenting in SFDC
• Managing Portal Accounts - Setting up new portal users, managing password resets, and assisting with IT support as needed
• Account management - Creating new physician contact records as well as medical practice records in SFDC. Must keep accounts updated with current names, addresses, contact info, special notes, etc.
• Follow-Up on QNS Cases - Proactively contact Pathology for additional material when orders result as QNS or Inappropriate Sample Type
• Incoming Calls/ Emails - Must be logged into CS Call Queue and be available for incoming calls to main phone line as well as direct line.
• Monitor team email inbox as well as individual email inbox.

• Bachelor's degree preferred. High School diploma required.
• 2-5 years of professional work experience, preferably in a Corporate office setting required.
• Excellent written & verbal communication and experience handling business related calls and emails
• Experience with Microsoft Office Suite (Outlook, Excel, Word, etc.) preferred
• Strong attention to detail with an ability to multi-task and prioritize workload
• Professional and courteous demeanor
• Self-starter who takes ownership of their workload and thrives in a team atmosphere

Tickets.com, a wholly owned subsidiary of Major League Baseball (MLB), delivers innovative, cutting-edge technologies to enable frictionless and unforgettable fan experiences in venues across the globe. Together with MLB, Tickets.com is changing the landscape of the live sports and entertainment industry, delivering new digital venue and ticketing experiences to millions of fans.The Client Services Representative is responsible for Tickets.com software configuration, data migration, and interface/integration initiatives for a set of clients to ensure systems are set up as designed and per client requirements. Preparing, creating and maintaining ticketing on-sale events and developing/running reports for clients on Tickets.com ticketing software as well as promoting and implementing best practices as subject matter expert.The Client Services Representative is the liaison between their assigned clients and Tickets.com, responsible for ensuring assigned clients are aware of and taking advantage of all Tickets.com products and features. This position will also require the Client Services Representative to advocate on the behalf of their assigned client base features and functionality requests. ResponsibilitiesFrontend and backend event software configuration, including seat map, pricing, ticket fees, ticket design and layout, special offers, confirmation email, sales flow and special promotionsSoftware maintenance, report configuration and executionManage multiple projects, including but not limited to season ticket renewal, season ticket printing, invoicing, and single ticket on-sale eventsTrain box office staff on ticketing softwareAct as a liaison to a host of Tickets.com departments, including call centers, and web operationsWork with other departments in rollout of new products for clients, including MyTickets, MyProVenue and Campaign CreatorExercises independent thought and judgment when dealing with client and user requests and resolution of issuesConsults with users and provides intellectual information regarding the ProVenue applicationPerforms systems tests, analysis, and configuration to ensure system is in excellent running orderProactively review and share details of product enhancements and release notes with the client, drawing upon specific, relevant use casesAssist client in operating the ticketing system including initial training and ongoing support for box office, accounting staff, and managementProvide ongoing client support to assigned client baseAdvise client on how to best use ticketing system to meet their business needsPromote Tickets.com features, functionalities, including but not limited to 3rd party offeringsAll other duties as assignedQualifications & SkillsBachelor's degree or equivalent combination of education and experienceMinimum two (2) years of experience configuring ticketing softwareBox office experience preferredComputer proficiency essential - MS Office Suite; knowledge of HTML and CRM Software preferred; ability to easily learn new technology as neededRemote evening and weekend availability, as requiredMust be client service orientedExcellent communication skills, both verbal & writtenDetail oriented, organized, proven ability to follow up on tasksSelf-starter, able to prioritize and work independently with minimal supervisionWork effectively under pressureSalary: $69,000 (Base Salary) + BonusAs a candidate for this position, your salary and related aspects of compensation will be contingent upon your work experience, education, skills, and any other factors MLB considers relevant to the hiring decision. In addition to your salary, TDC believes in providing a competitive compensation and benefits package for its employees. Top TDC Perks & Benefits:Medical, Dental, and Vision CoverageDisability Benefits (short term and long term)Company Contributed 401K PlanPaid Time Off and HolidaysPaid Parental LeaveAccess to Free Tickets to Baseball Games & TVDiscounts at MLB Store | MLBShop.comEmployee Assistance Programs (EAP)Onsite/Online Training & Development ProgramsTuition ReimbursementLife and Accidental Death InsurancePet InsuranceWhy MLB?Major League Baseball (MLB) is the most historic of the major professional sports leagues in the United States and Canada. Employees love working at MLB because of the culture of growth, teamwork, and professionalism. Employees who are most successful at MLB take initiative, know how to identify problems and provide solutions, and always put the Team first. For those ready to step up to the plate and join the major leagues, MLB takes the same approach as teams do with their players: empowering our "workforce athletes" to be at their best by engineering experiences that put employees in the best position to succeed. Major League Baseball is looking for candidates who are passionate about growing America's pastime to best serve its fans for decades to come.MLB is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. California Residents: Please see our California Recruitment Privacy Policy for more details.Colorado Residents: Colorado based applicants may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.Applicants requiring a reasonable accommodation for any part of the application and hiring process, please email us at Requests received for non-disability related issues, such as following up on an application, will not receive a response.Are you ready to Step Up to the Plate? Apply below!

The Client Services Specialist will be responsible for supporting client needs through the organization and completion of Help Desk tickets, as well as incoming support calls and other channels. Responsible for specializing in an area of the core sys Client Service, Specialist, Client Support, Help Desk, Desktop Support, Technology, Business Services

Job Details Job Location Acumen San Diego, CA - San Diego, CA Remote Type Fully Remote Position Type Full Time Education Level High School Travel Percentage Limited or Occasional Job Shift Days Job Category Admin - Clerical Description ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify. OVERVIEW AND ESSENTIAL JOB FUNCTIONS Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators. Support clients (employers and employees) during their enrollment process Process related paperwork and manage electronic communication Accurate data entry using several databases simultaneously while meeting deadlines Establish, foster and grow relationships with clients and program contacts including third party organizations Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion Manage a fluctuating volume of calls and emails Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve Perform other work related duties as assigned ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act Qualifications MINIMUM QUALIFICATIONS At least one year of experience with data entry (manual keying in of information into databases) Works well independently with limited supervision Works as a self-starter with effective communication skills Ability to work in a fast paced environment Prior experience in customer service and/or client relations Ability to handle fluctuating inbound and outbound call volume Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays Experience working with multiple applications simultaneously Ability to prioritize and handle competing requests successfully Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality Ability to communicate both orally and in writing in a professional manner Attention to detail and critical thinking skills The ability to handle responsibility with limited supervision High standard of integrity Ability to use basic math skills Demonstrates excellent organizational skills, time management, and task orientation Good interpersonal communication skills Ability to handle and accommodate complex clients Must be able to plan for and meet multiple deadlines High school diploma or equivalent with some college preferred (or equivalent work experience) PREFERRED QUALIFICATIONS Willingness to obtain certain state required certifications Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program) Able to provide a secure remote workspace with high speed internet when applicable Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: (a) Dedicated fax (b) Dedicated email DISABILITY ACCOMMODATION REQUESTS ONLY (c) US mail - 4554 E Inverness Ave Mesa, AZ 85206 - Attn Human Resources (d) Dedicated phone 1- Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY #J-18808-Ljbffr