Client Services Manager

76102 Fort Worth, Texas Motorola Solutions

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Job Description

Client Services Manager

At Motorola Solutions, we believe that everything starts with our people. We're a global close-knit community, united by the relentless pursuit to help keep people safer everywhere. Our critical communications, video security and command center technologies support public safety agencies and enterprises alike, enabling the coordination that's critical for safer communities, safer schools, safer hospitals and safer businesses. Connect with a career that matters, and help us build a safer future.

Department Overview

Digital Recognition Network (DRN), a Motorola Solutions company. DRN is an AI and data analytics company that provides vehicle location data, License Plate Recognition and analytics to auto lenders, insurance carriers and other commercial verticals. We are looking to grow our Client Services team, which is a part of the FinTech division within DRN. DRN maintains the largest database of scans and the numbers continue to grow daily. Our Client Services unit provides support to top lenders in helping them be more strategic to ensure they maximize their return on investment with DRN's data. We also provide reporting, training and consulting services to DRN's FinTech clients.

Job Description

In the Client Services position you will be tasked with providing customer support to all clients, users, and DRN employees as required with onboarding, setup, training, and upgrades of all DRN legacy and new user interface products. This will include all products and services for Auto Finance, Insurance, and New Markets Clients. Candidates will be expected to work with clients both remote and onsite. This sales support role will also handle highly sensitive and confidential matters with complete discretion and also manage a diverse workload.

Client Services Manager - Responsibilities
  • Complete customer setups, onboarding, and training on all new and existing DRN products for all clients.
  • Assist clients in troubleshooting issues within our UI, websites, and integrations with other approved platforms.
  • Submitting trouble tickets and working with product and development teams for any issues or bugs requiring additional support.
  • Respond to clients, prospects, and DRN employee's inquiries and requests in person, via telephone, ticket system, e-mail, and/or chat in a timely manner.
  • Perform onboarding, setup, training, upgrades, and break-fix of all DRN legacy and new Ul products.
  • Identify growth potential within existing clients based on monthly reporting.
  • Accept inbound and perform outbound telephone calls from current customers.
  • Ensure professionalism when providing online or onsite client training.
  • Develop technical bulletins, documentation and training course/video content.
  • Attend technical training sessions within the company or at other locations to keep abreast of new technology and product developments.
Client Services Manager - Expectations
  • Increase knowledge of the Industries that fall into the DRN Verticals, including Collection, Skip Tracing and Insurance laws, regulations, and techniques.
  • Provide exemplary customer service, support and/or training to Clients, Users, and DRN employees.
  • Improve public speaking skills for onsite or virtual training.
  • Assist customers with uploading batch files to help maintain their portfolio in our UI.
  • Compile DRN repo reports and client utilization reports as needed, and send to clients to review and or discuss.
  • Perform routine contact with clients to ensure proper usage and all needs are met.
  • Perform routine analysis of customer usage.
  • Assist with affiliate activation/deactivation for DRN LPR providers.
  • Assist accounting with notifying clients of past due invoices and collection efforts.
  • Deactivation of accounts due to non-payment or termination of contract.
  • Evaluate customer usage and identify customers that may need a price adjustment due to an increase/decrease in usage, repossessions, or portfolio size.
  • Coordinate with a multitude of departments Operations Team, to resolve client and system issues that are more technical in nature. Sales Team, to negotiate the addition of products or price increases with customers.
  • Attend technical training sessions as needed, within the company or at other locations to keep abreast of new technology and product developments.
  • Help identify clients that would be ideal for client testimonials.
Additional Responsibilities
  • Develop technical bulletins, documentation and training course/video content.
  • Maintain accuracy of the DRN client sheet.
  • Manage efforts with the DRN Sales Team to negotiate the addition of products or price increases with customers.
  • Review team activities (Calls and Emails) to ensure the team is working efficiently.
  • Join weekly team meetings to keep the team up to date on business needs, product developments, and current system issues.
  • Coordinate marking correspondence and testimonials from clients.
  • Incentive Goals include maintaining and growing a specific book of business within the accounts managed by Client Services.

This position is a hybrid position. Candidates should be located within a commuting distance from the Fort Worth, TX office. Candidates need to be able to come in to the office 2-3 days per week, or more depending on business needs.

Target Base Salary Range: $33,500 - $53,800 USD

Consistent with Motorola Solutions values and applicable law, we provide the following information to promote pay transparency and equity. Pay within this range varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate.

Basic Requirements
  • 1+ years of experience in one of the following: Sales Support, Administrative or Customer Service.
  • Legal authorization to work in the U.S. indefinitely is required. Employer work permit sponsorship is not available for this position.
Travel Requirements

Under 25%

Relocation Provided

None

Position Type

Experienced

Referral Payment Plan

Yes

Our U.S. Benefits include:

  • Incentive Bonus Plans
  • Medical, Dental, Vision benefits
  • 401K
  • 10 Paid Holidays
  • Generous Paid Time Off Packages
  • Employee Stock Purchase Plan
  • Paid Parental & Family Leave
  • and more!

Motorola Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or belief, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other legally-protected characteristic. We are proud of our people-first and community-focused culture, empowering every Motorolan to be their most authentic self and to do their best work to deliver on the promise of a safer world. If you'd like to join our team but feel that you don't quite meet all of the preferred skills, we'd still love to hear why you think you'd be a great addition to our team.

We're committed to providing an inclusive and accessible recruiting experience for candidates with disabilities, or other physical or mental health conditions. To request an accommodation, please complete this Reasonable Accommodations Form.

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Client Services Manager

75215 Park Cities, Texas American Heart Association

Posted 13 days ago

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Job Description

Overview

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.

The American Heart Association has an excellent opportunity for a Client Services Manager with our National Center. The location of the selected candidate is flexible and remote .

This is a full-time, benefits eligible, grant-funded opportunity, current funding is through 6/9/2028.

Expected pay range will be $60,00 to $0,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X (formerly Twitter), and at heart.jobs.

Responsibilities

Responsible for providing advanced account services and building on established relationships with customers. Responsible for managing sales process and activities to insure excellence and attention to details of the sales support and service effort. Also, responsible for daily operations and implementation of client supported project, program or promotion, including issue management, tracking and reporting on achievement to defined goals.

Essential Job Duties
  • Serve as primary point of contact for servicing assigned accounts. Provide exceptional account support to build and maintain a positive relationship between the American Heart Association/American Stroke Association and the Account.
  • Analyze existing accounts, qualify and validate customer-specific needs and develop solution criteria. Maintain and analyze account fulfillment patterns while focusing on underlying issues to eliminate recurring account problems.
  • Respond to the needs of the Account, decide which course of action to take, and execute that action with minimal or no consultation or direction. Monitor Account preferences, identify and evaluate additional business opportunities with current Accounts to assist in determining focus of growth and/or sales efforts.
  • Perform market research to assist in determining pricing strategy for customers. Work with leadership and the product team to develop business development strategies for customers. Develop product marketing messages for use in collateral and events.
  • Forecast and track revenues and activities in a timely manner, helping to generate monthly and end-of-year revenue forecasts. Record and report on account interactions, activations and execution of the supported initiative including tracking progress and reporting.
Qualifications
  • Bachelor's Degree in Business, Marketing, Communications, related area or equivalent work experience
  • Three (3) years of experience with Sales, Customer Service, Field Service and or Marketing. Five (5) years of experience preferred.
  • Decision making ability towards solving problems, while working under pressure and effectively communicating these solutions to co-workers and customers
  • Excellent time management skills
  • Excellent in advanced PowerPoint, Word and Excel and delivering power Point presentations to both large and small groups
  • Ability to effectively interact with corporate representatives at the high management level
Compensation & Benefits

Expected pay range will be 60,00 to 80,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range.

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
  • Compensation - Our goal is to ensure you have a competitive base salary. That's why we regularly review the market value of jobs and make adjustments, as needed.
  • Performance and Recognition - You are rewarded for achieving success by merit increases and incentive programs; eligibility for an incentive program is based on the type of position.
  • Benefits - We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
  • Professional Development - You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association's national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
  • Work-Life Harmonization - The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
  • Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.


The American Heart Association's 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the AHA will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.

At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.

This position not a match with your skills? Click here to see other opportunities.

In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.

EOE/Protected Veterans/Persons with Disabilities

#LI-Remote
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Client Services Facilitator

76102 Fort Worth, Texas Unbound Now

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Job Description

Client Services Facilitator

At Unbound Now, it has always been our aim to fight for the protection of the vulnerable, identify the exploited, and advocate for survivors of human trafficking on their path to restoration. We are motivated by our faith in Jesus and work each day as people who are hope driven, service-oriented, and excellence-focused.

Job Status: Full-time, Non-exempt, Grant-funded (1 year, but plan to apply for continuance)

Job Location: The Underground Drop-In Center

Job Summary: The primary function of the Client Services Facilitator is to welcome youth and service partners to the drop-in center; meet immediate needs of youth and establish trust-based relationships; be attentive in caring for the safety of clients; provide case management to connect the youth with interim and long term care; professionally provide services; complete client intake, assessment and other documentation on time; and promptly comply with reporting obligations.

Compensation: Annual salary

Benefits: Unbound Now offers a generous benefits package including health insurance for employee and family with premiums covered by employer; employer-paid life insurance for employee; and the option to participate in Unbound Now's retirement plan (with 3% salary match after 90 days with a 1-year vesting period). Dental and Vision are available at employee expense.

Schedule/Availability: Anticipated 40-hour work week at the drop-in center; night, weekend, and holiday shifts required for the center to be accessible to youth 24/7

Travel: This position may require limited travel for training and team/professional development opportunities.

Working conditions: Work performed in a drop-in center environment or other professional environment. Work duties may on rare occasions, be performed in an environment requiring exposure to weather extremes, fumes, odors, and noise.

Job Responsibilities:

  • Welcome youth and service partners to the drop-in center during assigned shifts. Arriving on time for all assigned shifts is essential.
  • Complete all onboarding and annual training requirements promptly
  • Pass the course required to obtain a Fort Worth food handler's license
  • Follow established entry protocol for all youth accessing the drop-in center. Complete intake form and assessments as appropriate.
  • Meet immediate physical needs of clients - clothes, food, toiletries, etc.
  • Document each intake and all services/referrals provided before your shift ends.
  • Ensure a smooth hand-off to incoming staff at the end of the shift
  • Request youth accessing the drop-in center to complete a survey following the protocol established by the Governor's Child Sex Trafficking Team
  • Maintain excellent relationships with all partner agencies
  • Promptly answer incoming phone calls with an eager attitude. Accurately document call details, including caller information, purpose of the call, and any actions taken or required, using the designated tracking log
  • Maintain facility cleanliness and sanitation, including running laundry, keeping the kitchen and bathrooms clean, etc. Janitorial services will be provided, but staff must ensure that the center is clean and tidy at all times.
  • Sort and put away donated items
  • Follow health precaution protocol and sanitation requirements - including COVID-related social distancing, masks, use of sanitizer/cleaner, etc.
  • Alert the drop-in center Assistant Director when challenging situations arise
  • Recognize red flag behavior (as described in Unbound Now's Abuse Prevention and Response Policy) and report to the drop-in center Assistant Director
  • Convey a service-oriented approach to clients and partner agencies. Communicate an eagerness to be helpful with all clients and stakeholders. Collaborate with coworkers or other service providers to maximize client care.
  • Provide trauma-informed care
  • Help provide proper care for an emotional support dog
  • Help supervise and train drop-in center volunteers and interns in coordination with the drop-in center Assistant Director and Program Manager
  • Submit timesheet hours/grant allocations daily, adhering to grant guidelines (if applicable)
  • Complete all Unbound Now required training on time

*This position description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The scope of the position may change as necessitated by organizational demands.

Experience and Education:

  • A degree in social work, child development, psychology, and/or experience in social work case management and documentation is preferred.
  • Training and experience in survivor-centered, trauma-informed services preferred
  • Preference given if trained in the use of motivational interviewing, the stages of change model, and TBRI.
  • Experience handling crises

Job Requirements:

  • Mature Christian faith, as evidenced by participation in a local Christian church
  • Agree to and pass all required criminal background checks, including the DFPS criminal history check and the abuse and neglect registry check
  • Three references (supervisor, professional, personal)
  • Pass employment eligibility verification
  • Fulfill Unbound Now's annual and ongoing training requirements, including abuse prevention
  • Abide by all Unbound Now policies and procedures, including Unbound Now's Abuse Prevention and Response Policy
  • High level of emotional maturity and responsibility
  • Strong work ethic - consistent and reliable
  • Commitment to excellence and professionalism in services provided
  • Excellent relational, communication, and interpersonal skills
  • Excellent organizational and administrative abilities
  • Ability to multitask
  • Basic computer skills
  • Ability and willingness to maintain the confidentiality of sensitive information
  • Ability to build trust and good working relationships with others
  • Appreciation of the need for cultural competency
  • Ability to handle crises

Physical Requirements:

  • Required to stand for extended periods, walk and sit; talk and hear, both in person and by telephone; use arms, hands, and fingers to lift and handle objects as well as use keyboards.
  • Regularly required to stoop, kneel, bend, and crouch
  • Requires the ability to stay awake overnight.
  • Demands frequently require close visual attention
  • Demands frequently require prolonged mental concentration
  • Demands sometimes require the ability to lift loads up to 50 pounds

Working Relationships:

Supervisor: Assistant Underground Director

Works with: Unbound Now HQ, Other Underground staff, Unbound Now North Texas team (particularly the advocacy team), One Safe Place, and partner agency staff

Supervises: (in coordination with the Underground Director and Assistant UG Director): Interns and volunteers

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Client Services Representative

75215 Park Cities, Texas VCA Animal Hospitals

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Job Description

VCA Dallas Animal Specialty Hospital (formerly VCA Animal Diagnostic Clinic) is seeking an enthusiastic Client Services Representative to join our growing hospital team full-time! Location: 17727 Dallas Pkwy, Dallas, TX 75287 Compensation - $18-23. b Client Service, Representative, Hospital, Animal Care, Retail, Client

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Client Services Representative

75215 Park Cities, Texas Ethos Risk Services

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Job Description

ABOUT US

Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision-making for our clients. We are at the forefront of innovation in our space, and our success is driven by a dynamic team passionate about delivering exceptional services to our customers.

JOB SUMMARY

Our team is seeking a full-time Client Services Specialist who will play a crucial role in supporting our Sales and Operations teams by entering new case assignments and communicating with clients. This entry-level position offers significant growth potential within the company. The successful candidate will thrive in a team environment and contribute to the overall success of the organization.

KEY RESPONSIBILITIES:
  • Data Entry: Accurately enter incoming client cases received via email and/or phone.
  • Review and Edit: Ensure the accuracy of direct entry cases from clients.
  • Cross-Selling: Enhance client results by cross-selling and converting client case orders.
  • Client Relationships: Build and maintain strong relationships with clients.
  • Workflow Efficiency: Collaborate with the Client Services Team Lead to identify workflow efficiencies and improve customer experience.
  • Contact Management: Update and maintain client contact information in Evestigate/Sightline.
  • Outbound Calls: Make outbound calls to verify information and case objectives.
  • Customer Database: Maintain the customer database and follow up on cases as needed.
  • Client Concerns: Occasionally identify and resolve client concerns.
  • Promotional Programs: Assist in communicating promotional/incentive programs.
  • Trade Shows: Prepare and maintain support materials for trade shows and account managers.
  • Additional Duties: Perform other duties as deemed necessary.
QUALIFICATIONS

Education/Experience:
  • Bachelor's degree preferred but not required.
  • Minimum of 1-3 years of experience in an office/business setting with daily client communication.
Skills:
  • Strong verbal and written communication skills.
  • Excellent interpersonal skills with the ability to persuade and influence others.
  • Proficiency in making outbound sales calls to prospects and clients.
  • Detail-oriented with the ability to quickly analyze and communicate options to clients.
  • Team player with the ability to work in a rapid workflow-driven environment.
  • Accurate typing skills.
  • Proficient in MS Office Suite (Word, Excel, Outlook).
WORKING CONDITIONS:
  • Ideal working hours are 10AM-7PM EST (ideal for someone in PT or MT timezone)
  • Office environment with consistent temperatures.
  • Frequent and prolonged periods of stationary work.
  • Constant use of computer and other office productivity machinery.
  • Regular communication via telephone with clients, prospects, and co-workers.


Employment Type: Full-Time, Hourly (Non-Exempt)

Location: US Remote (preferred PT or MT time zones)

Pay Range: $14-$16 per hour

Ethos Risk Services is an equal opportunity employer that does not discriminate on the basis of religious creed, sex, national origin, race, veteran status, disability, age, marital status, color or sexual orientation or any other characteristic protected by law.

A background check will be conducted, in accordance to the local state law and regulations.
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Client Services Representative

75019 Coppell, Texas Cornerstone TTS

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Job Description

Client Services Representative Location: Coppell, TX Industry Leader: CornerStone Staffing – Technology & Talent Solutions About the Opportunity: At CornerStone Staffing, we connect driven professionals with transformative career opportunities in today’s most dynamic sectors. We’re currently supporting a leading platform transition for one of the nation's premier financial services environments—and we're looking for a Client Services Representative who can thrive in a fast-paced, tech-enabled, client-centric support role. This is more than a customer service job. It's a mission-critical opportunity for someone who brings IT help desk sensibilities, thrives on solving technical issues, and understands what seamless service means in the digital age. The ideal candidate brings both technical troubleshooting ability and business support acumen—ready to step into a vital support role as financial advisors across the country migrate from a legacy platform (IMS) to a modern advisory ecosystem (AdviceWorks / My Advice Architect) this fall. What You’ll Be Doing: Deliver frontline technical and service support to financial advisors using cloud-based advisory platforms. Field and resolve inbound help desk calls, managing user access issues, navigation questions, and platform features with professionalism and urgency. Assist with a major technology migration, becoming a go-to expert during a critical platform rollout. Support day-to-day advisor operations, including client documentation, calendar scheduling, and meeting prep. Provide guidance and education to users on system capabilities, workflows, and digital efficiencies. Ensure service excellence by maintaining accurate CRM and compliance records, following up on inquiries, and collaborating across teams. Take initiative on time-sensitive tasks like account updates, required distributions, or documentation deadlines. Work closely with advisor teams on projects, business development efforts, and communication strategies. What We’re Looking For: Help desk or tech support experience is a must—whether it’s troubleshooting software platforms, onboarding users, or navigating ticket-based systems. Financial services experience is highly desirable, but not required. We value candidates with the ability to learn industry tools quickly. Professional, articulate communicator with strong interpersonal and organizational skills. Tech-forward thinker who is proficient in Microsoft Office and eager to learn proprietary tools (CRM, workflow apps, client platforms). Self-starter who can manage high call volumes while prioritizing accuracy and service consistency. Comfortable learning new software systems and guiding others through change. High school diploma required; Bachelor’s degree in Business, Finance, Communications, or a related field is a plus. Bonus Points For: Familiarity with financial advisor platforms (IMS, AdviceWorks, My Advice Architect). Experience supporting users in a regulated environment (finance, insurance, healthcare, etc.). Knowledge of CRM systems, digital onboarding, and compliance documentation workflows. Why Work with CornerStone: We know technology. We understand transformation. And we bring together the people who can power both. At CornerStone Staffing, we’re not just filling seats—we’re aligning top-tier professionals with game-changing projects. Join us and step into a role that offers immediate impact, continuous learning, and the chance to shape digital service delivery in financial services.

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Client Services Specialist

75215 Park Cities, Texas Dallas Capital Bank

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Job Description

At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients and the time to recognize their needs. Combining years of proficiency with a heart for service, our team is ready to partner with our clients and provide the support and guidance they deserve.

We are centrally located in Dallas at Spring Valley and Dallas North Tollway.

We're looking for a client service specialist who wants stability, growth opportunity, and an excellent compensation and benefits package and has an outgoing personality that brings enthusiasm and professionalism with a high level of ownership and accountability. In this role you will work with a team of dedicated bankers providing quality customer service to all bank clients (personal & business).

The ideal candidate will be responsible for professionally interacting with relationship managers, comfortably communicating with clients, and flawlessly handling critical details of opening new accounts, treasury related products and services, online banking and deposit account related issues. In this role, it will be crucial for you to anticipate the needs of the client and the relationship management team to focus on building solid and long-lasting relationships.

ESSENTIAL RESPONSIBILITIES:

  • Assist client requests for service and resolution of bank issues in a professional, accurate and timely response optimizing the client's experience while satisfying the bank's compliance requirements.
  • Assist clients with routine account-related requests including but not limited to funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, third-party and internal check verification requests, requests for temporary ACH, Wire, mobile deposit capture and remote deposit capture limits, and timely handling of electronic disputes.
  • Open and close a variety of accounts (both commercial and personal), such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts along with the necessary account agreements, resolutions and disclosures for new and revised accounts. Order checking account supplies for clients; such as printed or computer checks, endorsement stamps, checkbook covers, and deposit tickets.
  • Oversee onboarding process for new client relationships to ensure smooth transitions.
  • Primary client contact for all deposit account related maintenance and exception items, including but not limited, to return deposited items, ACH exceptions, and NSF items.
  • Primary client support (Tier 1) for all Treasury Management products and services. This will include fielding client requests, via phone, email, in person, and online banking secure message portals.
  • Act as Subject Matter Expert for all online banking platforms, account types for both personal and business relationships, assists clients with troubleshooting, password resets, training on systems, etc.
QUALIFICATIONS / SKILLS:
  • Have knowledge of purpose and functions of Deposit Operations and Wire Transfer and how it relates to the workflow of the rest of the bank.
  • Basic knowledge of banking terminology and workings of a checking system.
  • Have the ability to perform a high volume of somewhat repetitious work involving large sums of wires and settlement, with complete accuracy.
  • Excels in customer service and demonstrates a desire to exceed customer expectations.
  • Effective listening skills, communication skills, and basic business writing skills with the ability to convey technical information in a way that is easy for others to understand.
  • Have the ability to effectively explain complex information to customers on the telephone, face-to-face, and via email.
  • Well-organized, exceptionally detail-oriented, strong time management & planning skills with proven ability to multi-task & meet deadlines in a fast-paced environment with great follow-up skills.
  • Fluency with Microsoft Office (Word, Excel, & PowerPoint).
EDUCATION / EXPERIENCE:
  • High school diploma or equivalent required; some bank or college courses preferred.
  • Minimum of two years' experience in new accounts and customer service in a financial institution required
  • FIS core systems a plus.

WORKING CONDITIONS / ENVIRONMENT:

HOURS : Monday - Friday, 8a - 5p

Some variation in work hours

Onsite; Non-Remote

TRAVEL: None

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.

The job operates in a generally comfortable and professional office environment with largely sedentary work and some moving about the building. This role performs a high volume of repetitious tasks with some interruption and high deadline pressure. Routinely uses standard office equipment such as telephones, computers, mouse, photocopiers, filing cabinets, scanner, keyboard, ten-key and fax machine.

While performing the duties of this job, the employee is regularly required to talk, hear, and sit. The employee may occasionally lift or move up to 10 pounds. This role requires viewing a computer screen and frequent repetitive use of keyboard for approximately 6 hours per day.

Please note this job post is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee occupying this position. Duties, responsibilities and activities may change at any time with or without notice.
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Client Services Associate

75215 Park Cities, Texas Zion Capital

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Job Description

W are 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
What We Offer as a Client Services Associate:
  • 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
Qualifications of a Client Services Associate:
  • 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

If you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!
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Client Services Specialist

75011 Lewisville, Texas AmerisourceBergen Corporation

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Job Description

Provide product support for customers. Provides phone, email and on-line/ Web assistance in resolving support issues. Provides customer training as needed for on-boarding of new customers or refresher for existing customers. Provides effective custom Client Service, Business Operations, Specialist, Customer Service, Skills, Behavioral Health, Business Services

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  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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