Director (Client Services)

30303 Atlanta, Georgia Coxe Curry and Associates

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Job Description

Who We Are: Coxe Curry & Associates is the Atlanta consulting firm creating strategies and connections that help nonprofits thrive. We believe in a high-touch, high-standard, high-performing approach to doing business-and doing good.

Our Company's Core Values:
  • People First: We believe in putting people-our staff, our clients, and our partners-first.
  • Tailor Made: Our work is proven and reliable yet personal and customized.
  • Extra Mile: With effort and tenacity, we pursue excellence in all we do.
  • Future Focused: We believe a better future is possible.

Position Overview:
The Director at Coxe Curry & Associates is pivotal in providing strategic leadership to guide our nonprofit clients in leveraging their strengths toward achieving their fundraising goals and broader mission objectives. The role requires a sophisticated understanding of the nonprofit sector and the Atlanta philanthropic landscape to deliver high-impact consulting services. With a commitment to ethics, integrity, and professionalism, the Director ensures excellence in project execution and client relations, embodying our firm's core values and competencies in every facet of their work.

Position in the Organization:
Reports To: President and Chief Executive Officer
Direct Reports: 0
Indirect Reports: Indirectly manages all levels of project managers, from intern through Associate Director, assigned to their client engagement teams.

Key Responsibilities:
  • Oversee the formulation and execution of comprehensive fundraising strategies that align with client mission and broader goals.
  • Cultivate and strengthen enduring relationships with a diverse portfolio of nonprofit clients, delivering strategic guidance and tailored solutions that propel client success.
  • Assume responsibility for orchestrating project workflows and timelines and ensure project deliverables are refined, client-ready, and aligned with strategic objectives. Acting decisively to address any gaps in execution or quality, guaranteeing that our firm's outputs meet the highest standards of excellence and fully satisfy client expectations.
  • Mentor and develop junior staff, sharing expertise and offering insightful feedback to elevate their professional skills and team performance.
  • Manage multiple client engagements with a keen eye for detail, guaranteeing that all outcomes adhere to our rigorous standards of excellence and efficacy.
  • Foster a collaborative and dynamic team environment, promoting continuous learning, feedback, and professional development within the firm.
  • Offer context and provide input to ensure that the design and creation of compelling campaign materials and marketing strategies effectively communicate the value proposition to diverse audiences.
  • Utilize critical and strategic thinking to creatively address challenges and seize opportunities within the fundraising landscape.

Additional Responsibilities:
  • Expand and engage a professional network in the community across a diversity of sectors, enhancing our firm's knowledge base and impact.
  • Continuously expand your fundraising and Atlanta-specific knowledge base, staying abreast of industry trends, best practices, and local philanthropic opportunities.
  • Represent Coxe Curry & Associates in the Atlanta community, fostering key stakeholder relationships to enhance our firm's connectivity and influence.
  • Skillfully present strategic insights and firm capabilities to senior leadership of clients and prospective clients, showcasing exceptional public speaking abilities that underscore our consulting expertise.

Qualifications:
  • Bachelor's degree in a related field such as Nonprofit Management, Business Administration, or Marketing; or equivalent years of related experience.
  • A minimum of 10 years of experience in fundraising, nonprofit management, or related field, with a proven record of accomplishment of successful campaign management and donor engagement. CFRE certification is a plus.
  • Exceptional relationship management, strategic thinking, and communication skills, coupled with strong presentation abilities and consulting presence and effective project management.
  • Deep understanding of the nonprofit sector and the Atlanta philanthropic landscape (foundations and corporations), with a commitment to continuous learning and innovation. Familiarity with public funding sources of support is a plus.
  • High ethical standards, professionalism, and a team-oriented approach, with the capacity to inspire trust and confidence among clients and colleagues.
  • Proficient in MS Office and online meeting platforms. Familiarity with relational database and other project management tools preferred.

Skills and Competencies:
  • Ethics, Integrity, and Professionalism: acting with respect, trustworthiness, maintains confidentiality both internally and externally, conducting business in a professional way; actively cultivates a positive culture that instills trust, upholds our core values, and promotes an environment of inclusivity, integrity, and respect.
  • Strategic Thinking: leading strategy based off a deep understanding of the work (nonprofit management, fundraising); leverages critical and creative thinking as well as emotional intelligence, driving innovation; curiosity with an intrinsic posture for continuous learning.
  • Consulting Voice: enthusiastic presence and gravitas, credibility, commanding a room, strong communication skills including public speaking and writing.
  • Fundraising Knowledge Base: proficiency in fundraising skills, tactics, finances and budgets, best practices; over time gains experience on all sectors and types of CCA engagements.
  • Atlanta Knowledge Base: connectivity and knowledge of the Atlanta philanthropic landscape (individual donors and institutional donors).
  • Project Management: thoroughness both in preparation and in planning; attention to detail; inquisitive and resourceful approach to problem solving; time management; organizational skills; able to prioritize and move in and out of multiple projects effectively; technical skills; taking initiative yet seeking clarity when needed; consistently delivers high quality work.
  • Relationship Management: managing relationships effectively, staying connected internally and externally; contributes to the team collaboratively and gives and receives feedback; works to develop talent within the organization.

Physical Demands and Work Environment:
This role is primarily situated within a dynamic office setting, demanding the capacity to engage in extended durations of sedentary work, involving computer-based tasks. Employees may be required to perform physical tasks such as the repositioning of light equipment or office resources, not exceeding 25 pounds. The role necessitates visual acuity for extensive screen time, alongside the dexterity to operate standard office gadgets effectively.

Our office is designed to foster collaboration, innovation, and wellness. Employees enjoy access to ergonomic workstations, including supportive seating within a well-lit, temperature-controlled environment. Our office layout includes communal work areas, private focus rooms, and a social hub to accommodate various work styles and well-being needs. We are committed to maintaining a workspace that not only meets safety standards but also promotes a culture of inclusivity, respect, and work-life harmony.

Equal Employment Opportunity Statement:
Coxe Curry & Associates is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We provide a work environment free from discrimination and harassment, where employees are treated with respect and dignity.
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Client Services Coordinator

30383 Atlanta, Georgia Impiricus, Inc.

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Job Description

Reports To: Senior Vice President, Client Services

Job type: Full Time, Exempt

Who We Are

Impiricus is the first and only AI-powered HCP Engagement Engine. Founded by a practicing physician and a senior pharmaceutical executive, Impiricus was created to cut through the noise and put physician care delivery at the forefront. With our unique frontline access to HCPs, their insights, and clinical expertise, we are committed to providing life science companies with innovative channels and AI technology needed to deliver clear, reliable, and evidence-based resources into the hands of HCPs. Guided by a board of trusted physician advisors, we ensure every message leads to better patient care. Welcome to the future of ethical physician and pharma collaboration!

Job Summary

We are seeking a client services coordinator who will be responsible for supporting multiple CS teams that manage campaigns across varying therapeutic areas and pharmaceutical manufacturers. Youll be day to day support for CS Managers and Associate Directors, managing document creation, tasks across cross functional teams, tracking and creating submission docs as well as attending and keeping track of various trainings.

Duties/ Responsibilities:

  • Creation of docs from draft to working status including: KOC decks, submission docs, internal status docs and trackers, etc
  • Join client meetings and status to take comprehensive notes detailing next steps and key takeaways
  • Creation of submission docs, submitting in Veeva Vault and managing status of jobs / timeline
  • Assist CS and Sales teams in creating mockups of SMS copy based on internal best practices and MLR rules
  • Support with tasks needed pre and post-launch including creation of tagging documents for agencies, running of target lists, testing and QA of campaign messaging, and monitoring inbound messages for AE/PQCs, and submitting timely requests for metrics from the data team
  • Work closely with sales and finance to notify of campaign delays and changes to dates that impact flighting and deliverables


Experience:

  • 1-3 years experience in Pharmaceutical Marketing at an agency or similar
  • Veeva and MLR submission experience is a plus but not required
  • Ability to problem solve and perform logical inquiry
  • Ability to work in a fast paced, tight deadline environment, an organized and autonomous worker
  • Travel as much as 1x per quarter for team meetings

Impiricus focuses on taking care of our teammates professional and personal growth and well-being.

  • Full support and career-development opportunities to expand your skills, enhance your expertise, and maximize your potential along your career journey;
  • A diverse and inclusive community of belonging, where teammates are empowered to bring ideas to the table and act;
  • Generous Total Rewards Plan including comprehensive healthcare (health, dental, vision), life insurance, unlimited PTO, and 401K matching.

Impiricus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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Client Services Coordinator

30383 Atlanta, Georgia Impiricus

Posted 15 days ago

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Location: Atlanta or Remote USADepartment: Client ServicesReports To: Senior Vice President, Client ServicesJob type: Full Time, ExemptWho We AreImpiricus is the first and only AI-powered HCP Engagement Engine. Founded by a practicing physician and a senior pharmaceutical executive, Impiricus was created to cut through the noise and put physician care delivery at the forefront. With our unique frontline access to HCPs, their insights, and clinical expertise, we are committed to providing life science companies with innovative channels and AI technology needed to deliver clear, reliable, and evidence-based resources into the hands of HCPs. Guided by a board of trusted physician advisors, we ensure every message leads to better patient care. Welcome to the future of ethical physician and pharma collaboration!Job SummaryWe are seeking a client services coordinator who will be responsible for supporting multiple CS teams that manage campaigns across varying therapeutic areas and pharmaceutical manufacturers. You'll be day to day support for CS Managers and Associate Directors, managing document creation, tasks across cross functional teams, tracking and creating submission docs as well as attending and keeping track of various trainings. Duties/ Responsibilities: Creation of docs from draft to working status including: KOC decks, submission docs, internal status docs and trackers, etcJoin client meetings and status to take comprehensive notes detailing next steps and key takeawaysCreation of submission docs, submitting in Veeva Vault and managing status of jobs / timelineAssist CS and Sales teams in creating mockups of SMS copy based on internal best practices and MLR rulesSupport with tasks needed pre and post-launch including creation of tagging documents for agencies, running of target lists, testing and QA of campaign messaging, and monitoring inbound messages for AE/PQCs, and submitting timely requests for metrics from the data teamWork closely with sales and finance to notify of campaign delays and changes to dates that impact flighting and deliverablesExperience:1-3 year's experience in Pharmaceutical Marketing at an agency or similarVeeva and MLR submission experience is a plus but not requiredAbility to problem solve and perform logical inquiryAbility to work in a fast paced, tight deadline environment, an organized and autonomous workerTravel as much as 1x per quarter for team meetingsBenefits:Impiricus focuses on taking care of our teammates' professional and personal growth and well-being.Full support and career-development opportunities to expand your skills, enhance your expertise, and maximize your potential along your career journey;A diverse and inclusive community of belonging, where teammates are empowered to bring ideas to the table and act;Generous Total Rewards Plan including comprehensive healthcare (health, dental, vision), life insurance, unlimited PTO, and 401K matching.Impiricus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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Client Services Representative

30243 Lawrenceville, Georgia Tidewater Consulting Services

Posted 15 days ago

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Tidewater specializes in the development of cutting-edge marketing campaigns, allowing us to safely generate revenue and extend company outreach for clients nationwide. Our Business Development team is offering an extraordinary opportunity for entry level professionals to gain experience and break into the industry. We are looking for ambitious and creative forward thinkers, that will engage directly with clients and secure accounts for revenue growth.Responsibilities include: Scheduling daily sales appointments and meetingsDeveloping and executing innovative marketing campaignsEngaging with consumers to secure accounts and ongoing businessCross trainings in all departments (Sales, Business Development, Marketing)Staying up to date on product knowledge to provide five-star service Qualifications: Ability to thrive in a fast-paced environment with competitive pay optionsExhibits a high level of urgency while delivering unmatched client satisfactionEmbodies a positive attitude, accountability, and an openness to diversityTakes initiative in order to respond accordingly to any situation that may ariseSuperb interpersonal and communication skills, both written and verbalThose with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.

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Client Services Associate

30383 Atlanta, Georgia Rubicon

Posted 15 days ago

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Job Title: Client Services AssociateLocation: Remote/Hybrid - USAReports to: Key Account ManagerDepartment Name: Account ManagementJob Type: Full Time, Non-ExemptPay Range: $20 - $22/hr. (Actual compensation is commensurate with job related knowledge, skills, experience, etc.) Position SummaryWe are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and Internet portals. The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company provided services as well as communicating effectively with team members within the customer operational department.Essential Duties & Key ResponsibilitiesProvide timely and accurate information to inbound customer service requestsRespond promptly and professionally to incoming phone calls, E-mails, and other web-based systemsProcess customer service requests according to established department policies and proceduresProvide timely feedback to the company regarding service failures or customer concernsSchedule services with service partners; Enter and update service requests and orders into designated internal work order system and/or portalsFollow up throughout the life of existing tickets and keep the customers informed about ticket statusDetermine problems that demand immediate promotion to direct supervisorSupport strategic ongoing initiatives communicated by the direct supervisorRespond proactively to customer inquiries and concernsResolve invoice questions and investigate payment issues with vendors; assist manager with preparing the customer bills each monthVerify data points and update the system as neededProject management as needed, including sustainability reporting, optimizing services, finding cost savings, weekly status updates, communicating policy updates that are relevant to customers, etc.Ability to travel and/or work onsite up as needed.Performs other duties as assigned or apparent.Supervisory Responsibilities:This job has no supervisory responsibilitiesExperience & Qualifications:Bachelor's degree preferred.Two (2)+ years of experience in customer service roles.Experience in entering a high volume of transactions quickly and accurately with great attention to detail.Proficiency with Microsoft Office and Excel.Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.Exceptional interpersonal skills, with the ability to interface effectively with stakeholders at all levels of the organization.Strong customer service orientation with the ability to handle inquiries and requests efficiently and professionally.A proactive, can-do attitude with a willingness to take ownership of tasks and drive them to completion.Strong problem solving and critical thinking skills.Ability to work effectively and independently with minimal supervision, while also being a team player who thrives in a collaborative environment.Discretion and trustworthiness in handling sensitive information and supporting high-level strategic initiatives.Ability to work evenings, weekends and holidays as required.Travel and/or onsite work will be on an as needed basis.Physical Demands and Working EnvironmentThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.While performing the duties of this job in a home office setting, the employee is regularly required to work on a computer for extended periods of time.Frequent use of a computer requires fine motor skills and hand-eye coordination.Ability to sit for extended periods while working from home or a designated workspace.Ability to perform tasks that require sustained attention and focus.Occasional lifting of materials up to 25 pounds.Travel to attend team meetings may be required.To facilitate working from home, and as a requirement for this role, the employee must provide reliable internet connection with sufficient bandwidth to execute all job functions and technology setup conducive to remote work. The company laptop will be provided.A quiet, distraction-free workspace is required for maintaining productivity.Collaboration with team members may occur through virtual meetings and communication platforms.About Rubicon Rubicon is a leading provider of technology-based waste and recycling solutions for waste generators, helping them to understand, manage, and reduce waste.We provide multi-location businesses with an all-in-one waste and recycling solution, offering deep insights into your waste streams to enable informed decision-making and actions across all your locations. We help customers achieve sustainability goals with tailored zero waste solutions, leveraging our longstanding relationships with more than 8,000 vendors and hauler partners.Rubicon is an Equal Employment Opportunity Employer. We also maintain a Drug-Free Workplace.Rubicon is committed to sustainability and will rely on all employees to serve as an advocate for Environmental Social and Governance (ESG) both internally and externally to help grow the Company's ESG objectives.Environment: Contribute, measurably, to Rubicon's carbon reduction goal and circular economy effortsSocial: Support Rubicon's efforts to cultivate/promote racial and gender equityGovernance: Advance Rubicon's commitment to best-in-class governance practices Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Client Services Associate

Atlanta, Georgia HB Travels

Posted 10 days ago

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Job Description

Do you enjoy planning trips and helping others experience the joy of travel? Join us as a Client Services Associate and play a key role in creating unforgettable vacations for both leisure and corporate clients right from your home.

What You'll Do:

  • Design personalized travel itineraries based on each clients preferences, goals, and budget.
  • Book a full range of travel arrangements including flights, hotels, car rentals, cruises, tours, and events.
  • Communicate clearly and professionally with clients before, during, and after their trips to ensure a seamless experience.
  • Handle and resolve any travel-related issues that may arise.
  • Participate in ongoing training to earn certifications and stay informed on industry trends.
  • Attend webinars and collaborate with vendors to deepen your expertise in specific destinations and travel types.

What Were Looking For:

  • Excellent communication and interpersonal skills.
  • Access to a reliable internet connection and a computer or smartphone.
  • Experience in hospitality, customer service, or sales is a plus, but not required.
  • A passion for travel; personal travel experience is a bonus.

What We Offer:

  • Comprehensive training to ensure you're fully prepared for success.
  • Flexible remote work options- whether you're looking for part-time or full-time.
  • No prior experience required -we'll teach you everything you need to know.
  • Exclusive travel discounts to help you explore the world for less.
  • Unlimited Earning Potential Your income grows with your effort, interest, and dedication

If you're ready to transform your love of travel into a fulfilling career, we invite you to apply today.

Apply Now

Senior Client Services Specialist

30383 Atlanta, Georgia Colliers

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Join Colliers

Make your next move an expert one.

At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.

Why Colliers?

Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.

***This position is an Onsite role based out of our Atlanta, GA office.***

About You:

We're seeking a motivated and ambitious individual to support our Industrial Services team, focusing on client relationship management and marketing content creation. You are exceptionally detail-oriented, skilled in project coordination, and passionate about commercial real estate.

In essence, you thrive in fast-paced environments, excel under pressure, task prioritization and completion. You are self-motivated, proactive, and resourceful, with strong time management skills for multitasking. Most importantly, you seek an opportunity to advance your career in commercial real estate within a supportive team environment.

In this role, you will

  • Manage team workflow and delivery deadlines for materials both internally to team members and externally to clients
  • Compile and create soft and/or hard copy presentations for various business development endeavors (pitches, invitations, open houses, etc.)
  • Execute business development marketing campaigns, including the creation of social media posts, maintenance of mailing lists, and running campaign reports as needed
  • Assist in client events including aiding in creating events, scheduling, event flyers, and occasionally on-site support during events (some local travel may be required)
  • Create and format proposals, presentations, correspondence, RFP's using MS Word, Excel, PowerPoint, and Adobe InDesign.
  • Create and maintain property listings on team Smartsheet, CoStar, Colliers.com, and other property listing databases as requested
  • Execute marketing campaigns, including creation and scheduling of eblasts for listings and creation of social media posts

What you bring

  • Bachelor's degree in business, Marketing, Communications, Real Estate, or related discipline.
  • Valid real estate license in the state of Georgia
  • 4 years of work experience in real estate, marketing, or related industry.
  • Intermediate proficiency with Adobe InDesign, Illustrator, Photoshop.
  • Intermediate knowledge of Microsoft Office Suite
  • Excellent organizational, interpersonal, writing, and communication skills with ability to communicate analytical and marketing data effectively.

Make your next move an expert one and join us as we lead the industry into the future.

Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.

Direct applicants only please, no agencies.

Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.

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HOA Client Services Analyst

30093 Wyloway, Georgia Banc of California

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**Description**
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
The HOA Client Services Analyst provides a concierge touch in our servicing model. This representative will play a key role in client satisfaction and client retention with supporting a multi-billion dollar client base consisting of HOA Property Management companies. These Property Management companies are seeking support with payment/depository research, copies of statements and website navigation of our proprietary technology, the HOA Platform. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Service HOA VIP portfolio consisting our largest and most profitable relationships. They will be our front line support for all servicing needs working with account officers to build client-servicing plans and ensure servicing requirements are being met.
+ Responsible for phone support to clients handing inbound calls and complete client's requests in a timely manner governed by our established service level agreements.
+ Responsible for processing client monetary transactions while exercising good judgement while mitigating risk to the Bank.
+ Provide website navigation and low-level technical support.
+ Process account maintenance/updates & corrections on IBS.
+ Provide research assistance and information to customers.
+ Resolve customer disputes by using independent judgment and knowledge of Bank policies and procedures.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ 3-5 years' work experience in Financial Institutions is required
+ 1-2 years' work experience in Customer Service is preferred
+ 1-2 years' work experience in Call Center is preferred
+ 2-3 years' work experience in Banking Branch is preferred
+ HOA Banking experience is preferred
+ High School or GED equivalent is required
+ Associate's degree is preferred Have strong understanding of HOA Client Services workflows
+ Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
+ Must possess great communication skills verbally and written to communicate research findings to clients on remittance or depository items
+ Must be able to handle tight deadlines on requests, specifically fraud intake requests
+ Relentless follow up and prioritization skill set
+ Must exercise independent judgement and discretion on matters of significance to both the client and the Bank; this requires the ability to interpret and implement Bank policies and procedures, while balancing that with the needs of the client
+ Knowledge of Bank's services and products for client support
+ Able to complete work daily under tight deadlines
+ Great multi-tasker
+ Ability to communicate appropriately and effectively with all members of the organization
+ Highly self-motivated and ability to work independently
+ Proven analytical, evaluative, and problem-solving abilities
+ Ability to handle multiple projects and work in a collaborative setting
+ Amazing interpersonal skills and team player
+ Great influencing others
+ Excellent written and verbal communication skills
+ Strong proficiency with MS Office suite required (MS Word, Excel and PowerPoint)
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
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  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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