2832 Customer Service Representatives jobs in New York

At Trane Technologies and through our businesses including Trane and Thermo King, we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do businessit is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Job Summary: Delivers positive customer service experience and sales solutions to our customers while assisting internal Sales team meet financial and business goals and objectives. Assist Sales Team with implementation of corporate initiatives as determined by Services Sales Leader. Identifies opportunities for growth and sales within the existing customer base and coordinates activities with the account management team to develop strategies to win. Collaborates with Estimating, Operations, Sales and Billing teams to ensure customer needs are supported. This position includes customer support and sales activities at client's facilities as needed.

Where is the work: This position has been designated as a Hybrid work schedule with work performed onsite 3 days each week.

What you will do:

• Ensure customer satisfaction, retention, and growth for assigned portfolio through proactive relationship management and timely response to inquiries and concerns.
• Drive the account management process, including development of customer profiles, account strategies, service delivery plans, budgeting, and regular site visits.
• Conduct frequent customer site visits to monitor service delivery, identify sales opportunities, and maintain strong customer communication.
• Collaborate with Service Resource Coordinators to schedule technicians and secure necessary parts/materials to meet customer obligations and company profitability goals
• Lead T&M and Quoted Job pull-through opportunities by working with account managers and estimators on proposal creation and timely delivery to customers.
• Manage accounts receivable communications, service agreement renewals, booking processes, and achievement of monthly targets.
• Monitor and review financial performance of assigned accounts monthly, providing corrective action plans for underperforming agreements.
• Provide regular updates and planning through weekly activity reports, participate in sales meetings, and attend customer support development trainings.

Qualifications:

• Minimum of 2-year degree required.
• Experience not required, but experience in a customer service capacity a plus.
• Must be able to handle high-stress situations.
• Must be able to communicate effectively in person, by phone and through written communication.
• Must be proficient with use of the telephone and voice mail, the computer, and other office equipment.
• Proficient in Microsoft Office applications, particularly Excel and Word
• Mathematical Aptitude
• Must be able to travel and possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations including, but not limited to:
• DUI, Hit & Run, License Suspension, Reckless / Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years.

Thrive at work and at home:

• Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
• Paid time off , including in support of volunteer and parental leave needs.
• Educational and training opportunities through company programs along with tuition assistance and student debt support.

This position is classified as safety-sensitive.

Base Pay Range: $70,000 - $95,000, plus incentive

Total compensation for this role will include an incentive plan. Disclaimer: This base pay range is based on US national averages. Actual base pay could be a result of seniority, merit, and geographic location where the work is performed.

Equal Employment Opportunity:

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

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

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

Must have financial services, wealth management industry experience.

Excellent benefits and great team of professionals to work with!

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This range is provided by Dayton and Sydney. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$20.00/hr - $5.00/hr

We are a boutique Wealth Management Firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional service, and we are looking for a motivated individual to join us as an Assistant/Client Services Coordinator to three Financial Advisors.

Responsibilities

Administrative Support:

• Managing schedules and calendars for multiple financial advisors.
• Organizing and maintaining client records and documentation.
• Preparing reports, presentations, and materials for client meetings.

Appointment Scheduling:

• Making outbound calls to schedule appointments with leads and existing clients.
• Following up with clients to confirm meetings and address inquiries.
• Maintaining accurate records of communication and appointments.

Client Interaction:

• Assisting with client onboarding processes.
• Providing exceptional customer service and responding to client inquiries.

Operational Support:

• Coordinating with internal teams to ensure timely delivery of services.
• Supporting the financial advisor in tracking and managing workflows.

Qualifications

We are looking for someone who is organized, proactive, and enjoys working with people. The ideal candidate will have:

Education & Experience:

• High school diploma or equivalent required; associates or bachelors degree preferred.
• Previous experience in financial services is a plus.

Skills:

• Excellent communication skills, both verbal and written.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Comfortable making outbound calls and engaging with clients professionally.

We value our team members and offer a competitive package, including:

• Competitive hourly pay based on experience.
• Performance-based bonuses.
• Opportunity to gain experience in the financial services industry.

• Seniority level Associate

• Employment type Full-time

• Job function Administrative, Business Development, and Customer Service

Referrals increase your chances of interviewing at Dayton and Sydney by 2x

Stamford, CT 74,000.00- 80,000.00 2 weeks ago

White Plains, NY 30.00- 35.00 3 weeks ago

Westport, CT 90,000.00- 185,000.00 2 weeks ago

Purchase, NY 55,000.00- 95,000.00 1 week ago

Westport, CT 40,000.00- 50,000.00 1 month ago

White Plains, NY 35.00- 40.00 2 weeks ago

White Plains, NY 67,000.00- 78,000.00 1 week ago

Stamford, CT 55,000.00- 60,000.00 1 week ago

Woodbury, NY 36,980.00- 55,690.00 4 days ago

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The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while managing the facilities waste and biproducts into various outlets. The individual unders Client Service, Customer Service, Representative, Equipment Repair, Account Manager, Service Manager, Retail

Job Type

Full-time

Description

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships.

Location: Rochester, NY

Compensation: Starting at $25/hour

Reports To: Client Services Team Lead

Schedule: Monday - Friday, In Office, 9:00am - 6:00pm (EST)

Primary Responsibilities

Responsibilities

• Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.
• Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.
• Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction.
• Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed.
• Continued Learning - Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.

• Dependability/Follow-Up : Proficiently multitask, respond promptly, and ensure timely follow-up.
• Problem Solve : Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.
• Communication : Exhibit professional written and verbal communication consistently with internal and external stakeholders.
• Guidance - Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products.

• Bachelor's degree in Business, Marketing, Communications, Organizational Leadership, International Business, Hospitality, Finance or Accounting, OR High School Diploma with a minimum of 2 years of relevant HCM experience
• Proficiency in Microsoft Office suite
• Strong written communication skills for business correspondence.
• Strong team player with attention to detail
• Self-starter with the ability to handle multiple projects at once.
• Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making.

• CPP, FPC, APA, and/or SHRM-CP certified
• Experience in customer service or previous client interfacing role
• Experience in payroll and/or call center environment

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

For this U.S. based position, the expected compensation range is $52,000 per year, which includes base pay and short-term incentive. The compensation range for this full-time position applies to candidates located within the United States. Our salary Client Service, Administrator, Customer Service, Service Manager, Operations, Supply Chain, Business Services

Client Services Representative Location:Garden City, NY, United States Job Type:Full Time Job Category:Administrative Job Industry:Admin/ Clerical Salary:We offer competitive compensation and benefits. Description We're looking for a. Client Services Client Service, Representative, Client, Technology, Retail

Job Title: Client Service Associate Reports To: The Client Service Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package. Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine. Maintains records of receipt, mailing dates, and other required information. Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies employees upon receipt of inbound deliveries. Distributes mail/packages to company personnel. Acts as point of contact for company personnel on mail/package inquiries. Submit work orders for certain requests. Maintains the Business Service Center area in a neat and orderly fashion. Monitors level of office supplies on the floor and replenishing and orders accordingly. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Working knowledge of MFD equipment. Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions. Possesses ability to work independently and is capable of completing projects. Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 2+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Flexible, Adaptable, and Dependable.A Team Player.Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Approximately 50% of the time this position requires the below physical demands. Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension. Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$18-$18 USDWHAT WE OFFERCareer Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!We Recognize Talent: We offer a variety of recognition programs for all levels of employees!Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.About SPSSPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.Colorado only:We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.To view our privacy policy, click on the link below: Data Privacy StatementAcknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Benefits: 401(k) 401(k) matching Health insurance About Savory Savory is a full-service, boutique hospitality firm on a mission to elevate the corporate dining experience, making it fresher and more reliable with a focus on quality food experiences and hospitality excellence. At Savory, we have a common thread that resonates through everything we do: PASSION! We are passionate about the creation of our menus, where our food comes from, and, most importantly, we're passionate about our people and the hospitality we show to our clients, our vendors, and each other. Our rapid growth has prompted us to seek qualified individuals who will add a positive impact to our team and help shape the future of Savory. About the role The Client Services Coordinator at Savory plays a key role in facilitating smooth operations for our client-facing teams. In this role, you will be at the heart of our day-to-day operations, providing crucial support to ensure the smooth functioning of our organization. Our ideal candidate is highly organized, proactive, and capable of handling a dynamic administrative workload. This position has the opportunity to support and liaise across teams within an ever-evolving and multi-faceted corporate hospitality firm. This role is a key addition to our growing team. Here are some examples of the primary responsibilities of our Client Services Coordinator:Creating, reviewing, and processing client orders in our catering software, Flex.Manage a diverse array of administrative tasks, including monitoring shared inboxes, scheduling meetings, completing daily and weekly reporting, and maintaining accurate records.Drive all back-end processes for smooth client operations (obtaining liquor licenses, ordering from third-party vendors, coordinating COIs, etc.).Respond promptly to inquiries and requests from all internal teams, demonstrating professionalism and exceptional hospitality at every turn.Assist with the preparation of reports, presentations, and other documents as requested, ensuring accuracy and attention to detail.Collaborate closely with the Client Services team to streamline processes and optimize efficiency.Adapt quickly to changing priorities and deadlines, demonstrating flexibility and resilience.Other duties as assigned.What we're looking for At Savory, our people are at the heart of everything we do. We're a tight-knit team of passionate, innovative culinarians who strive to live our values every day: authenticity, curiosity, collaboration, solutions, and community. Your experience should show us the following:A passion for hospitality, food, and beverage! Experience in the food and beverage industry is a plus Strong time management skills and keen attention to detailProficient in Microsoft Office Suite, Outlook, and TeamsExcellent, clear communication skills, written and verbalFlexibility and comfort with shifting priorities and multitasking in a growth-focused, client-driven environment A hospitable nature with the ability to stay calm and collected under pressureRelationship and team-building skillsExperience with catering software (Flex Catering) is a plus; willing to train the right candidate! In addition to a growth-focused work environment, our talented team enjoys:Competitive hourly rate ($22.00 - $4.00), depending on experienceEligibility for company-sponsored medical plans, including health, dental, and vision insurance for full-time employees after 30 daysFlexible Spending Account (FSA) and transit enrollment Compensation: 22.00 - 24.00 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.WORKING AT SAVORYSavory is a full-service, boutique hospitality firm on a mission to elevate the corporate dining experience, making it fresher and more reliable with a focus on quality food experiences and hospitality excellence. Our four core services (corporate catering, events, amenities, and Simply Savory, our grab-and-go offering) mean that we are always looking for talented individuals who are passionate about providing exceptional hospitality to our client partners.At Savory, our people are at the heart of everything we do. We're a tight-knit team of passionate, innovative culinarians who strive to live our values every day: authenticity, curiosity, collaboration, solutions, and community. We're passionate about sustainable solutions: in how our food is sourced and served as well as creating sustainable careers in hospitality for our people. In addition to our benefits package which is available to all full-time team members, we are a growth-focused organization and take every opportunity to champion our team and help them grow with us into roles greater than they could have imagined.OUR VALUESAt Savory, we pride ourselves on being a values-based organization:Curiosity: Our curiosity is always driving us to ask questions, learn more, and get better. We're agile for ourselves and our client partners.Authenticity: We believe in a true commitment to respect, diversity, and integrity. Our team is unapologetically themselves and brings their diverse life experiences to our work every day.Collaboration: Teamwork is our foundation! We're independently driven, each of us experts in our field, and when we come together, are able to rely on each other to create something exceptional.Solutions: We always operate from a solutions-oriented mindset. There is nothing too big or too small for us to solve, and we apply our learnings to ensure successful measures are in place for the future.Community: We believe in community first and cultivating a culture of gratitude. We celebrate and support each other in all our endeavors, both in and outside of our shared Savory goals.Intrigued? We'd love to hear from you! Use the link to check out our available positions.Not sure which position is right for you but still interested in joining the Savory team? Email a resume and cover letter to and we'll be in touch!