503 Customer Service Representatives jobs in Oklahoma City
Specialist, Prime Client Services
Posted 4 days ago
Job Viewed
Job Description
Ready to be pushed beyond what you think you’re capable of?
At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system.
To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems.
Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you’ll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase’s institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the Institutional Operations Services organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
What You'll Be Doing (i.e., Job Duties)
-
Act as a product and service expert for Coinbase’s institutional clients, providing end-to-end support across their lifecycle on the platform.
-
Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
-
Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
-
Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
-
Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
-
Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
-
Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
-
Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
-
Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
-
Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
What We Look For In You (Requirements):
-
Passionate about Coinbase’s mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
-
4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
-
Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
-
Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
-
Excellent communication skills for effective collaboration across teams and with clients.
-
Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
Nice to Have (Preferred Qualifications):
-
Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
-
Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
-
Industry experience within Traditional Finance, Crypto, or Fintech.
-
Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
-
Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
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Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68—$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations(at)coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here).
Global Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
AI Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
Specialist, Prime Client Services

Posted 5 days ago
Job Viewed
Job Description
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
Client Services SME - UR/Pharmacy
Posted 4 days ago
Job Viewed
Job Description
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Client Services SME - UR/Pharmacy
**PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff.
**ARE YOU AN IDEAL CANDIDATE?** We are looking for enthusiastic candidates who thrive in a collaborative environment a are driven to deliver great work.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs.
+ Conducts pre-renewal visits reviewing client loss experience and general company performance. Reviews and identifies areas of potential dissatisfaction prior to renewal meetings.
+ Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs.
+ Negotiates changes or improvements to service plan.
+ Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development.
+ Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.
+ Resolves all major customer service issues.
+ Identifies and solicits cross-selling opportunities.
+ Participates in local insurance community through advanced education and affiliation memberships.
+ Supervises and directs personnel assigned to programs requiring multiple Account Representatives.
+ Ensures compliance with all applicable Quality initiatives.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Provides support, guidance, leadership and motivation to promote maximum performance.
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. CPCU, AIC and/or ARM or other related designation preferred.
**Experience**
Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity.
**Skills & Knowledge**
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Leadership/management/motivational skills
+ Ability to work in a team environment
+ Excellent account rounding ability
+ Strong understanding of workers compensation, liability and disability claims management
+ In-depth knowledge of client servicing
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
_As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $98,000-$105,000_ _. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
US Seasonal Tax-Private Client Services Senior Manager

Posted 4 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

Posted 4 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Call Center Representative
Posted 1 day ago
Job Viewed
Job Description
Hobby Lobby Stores is looking for full time Call Center Representative. Job Responsibilities:
- Provide customer service to retail stores by responding to building maintenance requests.
- Locate, dispatch, and provide directions to contractors associated with building maintenance.
- Follow up with contractors regarding schedules and conditions of work/services performed.
- Complete work orders accurately and in a timely manner.
- Additional duties as assigned by supervisor.
Starting minimum wage: $19.25 per hour
Job Description - Requirements:
- High School Diploma
- Extensive experience with Microsoft Office (Word, Excel, and Outlook) version 2007 or later.
- Strong verbal, interpersonal, and written communication skills.
- Ability to multi-task, work under pressure, and meet deadlines in a fast-paced environment.
- Strong organizational skills
- Construction/Maintenance or equivalent experience beneficial.
- Ability to interact effectively with team members at various levels of management.
Please include a resume. Resume is required for consideration. Full-Time Benefits include:
- Competitive Wages
- Medical, Dental and Prescription Benefits
- 401(k) Program with Company Match
- Paid Vacation
- Sick Personal Pay (SPP)
- Employee Discount
- Life Insurance and Long Term Disability Insurance (LTD)
- Flexible Spending Plan
- Holiday Pay
Hobby Lobby Stores, Inc., is an Equal Opportunity Employer. For reasonable accommodation of disability during the hiring process call .
Call Center Representative
Posted 4 days ago
Job Viewed
Job Description
Hobby Lobby Stores is looking for full time Call Center Representative.
Job Responsibilities:
- Provide customer service to retail stores by responding to building maintenance requests.
- Locate, dispatch, and provide directions to contractors associated with building maintenance.
- Follow up with contractors regarding schedules and conditions of work/services performed.
- Complete work orders accurately and in a timely manner.
- Additional duties as assigned by supervisor
Job Description - Requirements
- High School Diploma
- Extensive experience with Microsoft Office (Word, Excel, and Outlook) version 2007 or later.
- Strong verbal, interpersonal, and written communication skills.
- Ability to multi-task, work under pressure, and meet deadlines in a fast-paced environment.
- Strong organizational skills
- Construction/Maintenance or equivalent experience beneficial.
- Ability to interact effectively with team members at various levels of management.
Full-Time Benefits include:
- Competitive Wages
- Medical, Dental and Prescription Benefits
- 401(k) Program with Company Match
- Paid Vacation
- Sick Personal Pay (SPP)
- Employee Discount
- Life Insurance and Long Term Disability Insurance (LTD)
- Flexible Spending Plan
- Holiday Pay
For reasonable accommodation of disability during the hiring process call .
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Call Center Representative
Posted 4 days ago
Job Viewed
Job Description
Job Responsibilities:
* Provide customer service to retail stores by responding to building maintenance requests.
* Locate, dispatch, and provide directions to contractors associated with building maintenance.
* Follow up with contractors regarding schedules and conditions of work/services performed.
* Complete work orders accurately and in a timely manner.
* Additional duties as assigned by supervisor
Starting minimum wage: $19.25 per hour
Call Center Representative
Posted 4 days ago
Job Viewed
Job Description
Call Center Representative
Customer Service | Business Development
Job Overview The Contact Center Representative will provide ongoing support to our sales force by conducting research, preparing reports, and handling information requests. Assist in several areas to maintain functioning work processes. Communicate and work with multiple areas of the organization including Sales Consultants, customers, and leadership. Flexible to support changing priorities and needs.
About Us At Cellular Sales, we believe our most important customers are those working on our team. That's why we are intentional about building a family-like culture, offering a competitive compensation package, defined career path, and an industry leading training and development program. We can't expect our people to provide their customers with an unparalleled experience if we don't provide the same for them. We are now the recognized market leader in mobile technology consulting and are relentless in our pursuit to set the bar even higher. Collaboration, innovation, and blazing trails is what we do. Winning is the result. Our people are the secret ingredient for our sustained success. We don't just want to hire people that need a job, we want people that desire to be a part of creating something that will have a lasting impact.
In This Role You Will
- Accept, resolve and/or escalate customer calls and/or manage the documentation and follow up processes.
- Accept, resolve and/or appropriately escalate Sales Representatives issues/complaints.
- Coordinate and supply necessary documentation within online reporting trackers as needed.
- Utilize internal systems to access and research customer accounts and history.
- Confer with customers by telephone to provide information about products or services.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as follow up actions taken.
- Consistently follow up to ensure that appropriate changes were made/actions were taken to resolve customers' problems.
What We Would Like To See From You
- Accountability: Accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization.
- Customer Focus: Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs, and giving high priority to customer satisfaction and customer service.
- Oral Communication: Shaping and expressing ideas and information in an effective manner.
- Problem Solving: Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.
- Teamwork: Working as a productive member of a cohesive group toward a common goal, and contributing to team development and effective team dynamics.
- Written Communication: Expressing ideas and opinions clearly in properly structured, well-organized, and grammatically correct reports or documents; utilizing language and terminology.
Required Education And Experience
High School diploma or equivalent required.
Preferred Education And Experience
Proficiency in Excel highly preferred.
Additional Eligibility Qualifications (Knowledge, Skills, Abilities)
Skills: Active Listening Giving full attention to what others say, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Service Orientation Actively looking for ways to help people. Coordination Adjusting actions in relation to others' actions. Time Management Managing one's own time. Social Perceptiveness Being aware of others' reactions and understanding why they react as they do. Monitoring Monitoring/Assessing performance of oneself to make improvements or take corrective action. Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
Abilities: Deductive Reasoning The ability to apply general rules to specific problems to produce answers that make sense. Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Updating and Using Relevant Knowledge Keeping up-to-date technically and applying new knowledge to the job. Able to learn and work fluidly in new systems as the job demands. Organizing, Planning, and Prioritizing Work Developing specific goals and plans to prioritize, organize, and accomplish your work. Able to discern time sensitive situations and act accordingly. Performing Administrative Activities Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. Importance of Being Exact and Accurate The ability to be very exact or highly accurate in performing daily duties.
Classification & Benefits The classification is Non-Exempt. Your pay will be based on your skills and experience talk with your Talent Acquisition Partner to learn more! Cellular Sales offers the following benefits: medical, dental, vision, 401(k), sick days, short-term disability, long-term disability, flexible savings accounts, paid holidays, and life insurance.
Compensation 1400 calls for monthly goal = $600 43 appts = $,450 33 appts = 900 24 appts = 450 50% comms from appts made = About 300 Hourly Rate = Hours per week/ 10am-6pm About 1600 in Hourly pay Total = 3,950 High Total = 2,950 Low In Office/Not Remote
Other Benefits Monthly Sales Contests up to 500 bonus on top of commission, fun team selling environment/office space.
Other Duties Please note 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.
Call Center Supervisor

Posted 4 days ago
Job Viewed
Job Description
If you're an experienced contact center leader with a passion for coaching, accountability, and service excellence, we want to stay connected.
The **Call** **Center Supervisor** **(CCS)** is responsible for providing supervision and leadership to Customer Service Representatives (CSRs), to meet program objectives and customer service level agreements.
**Operating Hours:** 8 am - 8 pm EST Monday-Friday
**Technical Equipment and Remote Office Requirements:**
1. Broadband internet connection with a minimum download speed of 25 Mbps and upload speed of 5 Mbps. No Satellite Connections. **Test your network at speed.cloudflare.com to verify before you apply.**
2. Ethernet cable access. Wi-Fi-only connectivity is prohibited.
3. Private and secure workspace within your home. Away from noise and distractions.
4. Computer equipment, monitor, and headset provided.
**Essential Duties and Responsibilities:**
+ Supervise, develop, and coach CSRs to ensure productivity, quality, attendance, and timeliness of work in the completion of assigned projects and departmental goals.
+ Perform tasks to ensure service level requirements are met.
+ Ensure agents understand and comply with all call center objectives, key performance standards, and policies.
+ Answer agent questions regarding best practices or difficult calls.
+ Assume leadership responsibility for departmental tasks and call center activities as required.
+ Create and deliver employee coaching.
+ Provide departmental leadership and works closely with Customer Service Representatives.
+ Participate in interviewing and the hiring process.
+ Support and enforce call center expectations as well as departmental and corporate policies and procedures.
+ Make recommendations to management for disciplinary actions up to termination.
+ Look for trends or issues within the call center based on the key performance indicators and suggests and implements process improvements and enhancements through various methods of approval.
+ Communicate pertinent program updates in a timely manner.
+ Promote a positive team-oriented and employee participative culture.
+ Participate in programs to recognize and reward quality performance.
+ Perform other related tasks as assigned.
**Education and/or Work Experience Requirements:**
+ Bachelor's degree or equivalent work experience preferred.
+ 6 months of supervisor or leadership experience required.
+ Minimum 1-year customer service, leadership and team interaction skills required.
+ Communicate effectively in English, both verbally and in writing, clearly, professionally and fluently.
+ Use good judgment, ability to make independent decisions and proactively solve problems as required.
+ Respond professionally to difficult or tense calls/situations that may arise out of daily duties.
+ Organize simultaneous tasks for individual assignments and the workflow of others within the unit.
+ Must have PC skills (Microsoft Office) with an emphasis on Excel.
+ Ability to interact with all levels of management.
+ Demonstrated leadership skills and good interpersonal skills.
+ Demonstrated oral and written communication skills.
+ Prioritize and complete tasks within established contractual service levels required.
+ Proven ability to work as a team member.
+ Flexibility and willingness to perform other duties as assigned.
**Physical Requirements:**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to speak and hear. The employee is frequently required to walk, sit and use hands to manipulate, handle, or feel. The employee is occasionally required to stand and reach with hands and arms.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The person in this position frequently communicates with co-workers, peers, management, and clients which may involve delivering presentations in-person and/or remotely. Must be able to access, exchange, communicate and converse accurate information in these situations. Constantly operates a computer, mobile phone and other IT peripherals.
_The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Pearl management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary._
**Background Investigation, Security/EQIP Clearance, Drug Screen and Skills Assessments May Be Required**
**_Pearl Interactive Network, LLC is 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, or protected veteran status and will not be discriminated against on the basis of disability._**