730 Customer Service Representatives jobs in Tempe
(AM is Kristin Mlady) Onsite Customer Service Representatives -

Posted 1 day ago
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Job Description
An employer of Insight Global's is looking for onsite inbound CUTOMER SERVICE REPS to sit in the corporate location in Tempe, AZ full time. This group will be apart of the healthcare company and must have experience in a high call volume call center. The role will receive ~80 inbound calls a day from customers, doctors, insurance providers, and more of the healthcare company to help with any questions, technical issues on the systems, and help guide through step-by-step instructions on how to upload documentation to the sites. We are looking for very strong customer service to support patients through uneasy times and will be responsible for working through an intake queue to perform data entry and claims. This role will be assisting several patients and requires representatives to be empathic, patient, and understanding as they are on the phones.
Training:
3-4 weeks
Monday-Friday, 8am 4:30pm PDT/MST
*Weekly quiz to move forward in training (training is 4 weeks)
Shifts:
5 day work weeks - between Monday - Sunday
5:00 AM 10:00 PM MST Monday Sunday and Holidays
*This position is fully onsite and does not have the opportunity to work from home.
*This position does provide all necessary equipment to perform the job.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
*THIS POSITION SITS ONSITE FULL TIME IN TEMPE, AZ.
-1-3+ years of experience in an INBOUND customer service role with recent call center experience
-Experience in a high call volume environment, supporting 60-80 calls a day
- Strong verbal and written communication skills
- Experience with 3 computer screens (2 monitors and 1 laptop)
-Experience with performance metrics such as: Average Handle Time, Calls Per Hour, First Call Resolution, Call Quality, Schedule Adherence, Attendance and Punctuality -Previous experience in the healthcare industry
-Previous PBM experience null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
Client Services Coordinator
Posted 2 days ago
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Job Type Full-timeDescriptionShift: Monday-Friday 7:30AM-3:30PM and rotating Saturdays 6AM-10AM Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You'll play a key role in coordinating client care, including scheduling appointments, assisting with walk-in intakes, and addressing client concerns.As part of our mission to help individuals recover from substance use disorders, you'll thrive in a supportive, engaging, and fulfilling work environment where your contributions are valued.Along the way, we'll invest in your well-being through a benefits package for full-time employees that includes:Subsidized medical, dental, and vision insuranceHealth savings accountShort and long-term disability insuranceLife insurancePaid sick, vacation, and holiday time401K retirement plan with matchTuition and Continuing Medical Education reimbursement up to 100%Employee assistance program to support your mental health and wellnessOngoing professional development We're looking for someone who:Enjoys a consistent schedule.Is excited to work in an outpatient setting, much like a doctor's office. Remains friendly, helpful, and courteous when interacting with clients, including those who are chemically dependent.Responsibilities:Greets and attends to clients in person and over the phoneAnswers all phone calls in a professional and courteous mannerManages the patient flow of a high volume of clients in a fast-paced environmentMay place outbound calls to schedule follow-up appointments, or to engage clients in treatment Creates new client profiles and enters demographic information in electronic health recordSchedules appointments using electronic scheduling systemCompletes accurate documentation of client visits in their electronic health recordMaintains a welcoming lobby and reception area by ensuring areas remain clean and organized.Coordinates intakes on a walk-in basis, including assisting clients with completion of required documentation and scheduling with an available provider and counselor to complete intake process Verifies insurance eligibility through various insurance portals, setting up billing episodes in electronic health recordEstablishes client payment plans and financial contracts, collects and posts paymentsEnsures confidentiality of all client and employee informationAssists in the de-escalation of clients using a trauma-informed approachTriages client issues to secure most appropriate solution Introduces clients to theRecovery Connect engagement app and help them navigate it as neededCompletes end of day tasks, including reconciling deposit and payment recordsVerifies cash in cash box at the beginning of shift and reconciles cash count at the end of the dayUses appropriate incident reporting procedures when documenting unsafe or problematic incidents involving clients, clients and/or staffParticipates in in-service/education regardingQuality Improvement or required job-focused educationHelps maintain inventory and assist in ordering clinic suppliesPerforms general office duties, such as document preparation, scanning, faxing Requirements High School Diploma/GED1+ years of experience in customer service is required1+ years of front desk experience, preferably at hospital front desk or multi-physician practice is requiredHospital front desk or multi-physician front desk experience preferredFor employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interviewSkills:Ability to communicate clearly and effectively between all organizational levels and with outside providersBasic computer knowledge, including ability to navigate in electronic health recordsCulturally competent and sensitive to client and employee needsDemonstrated ability in medication administration accuracy and ability to maintain accurate client recordsExcellent organizational skills, accuracy, and attention to detailProblem solving, conflict resolution, time management, and strong customer service skillsStrong team player comfortable working in a fast-paced settingAbility to maintain confidentiality to ensure compliance with HIPAA and 42 CFRFlexible with the ability to work in a continuously changing environmentAbility to work flexible hours including nights, weekends, and holidaysEmployees will be required to travel to the bank for cash deposits and must pass an MVR check for employment in the following states: (TX/OH/MN/IN/WI)Tools and Equipment:Frequent use of a telephone, computer, printer, fax machine and copierFrequent use of the internet and various web browser software, and Microsoft Office products, including Outlook, Word, Excel, and PowerPointFrequent use of electronic health recordPhysical Working Conditions and Office Setting Description:Prolonged sitting, standing, frequent bending, stooping, or stretching associated with an office environmentFrequent and prolonged typing and operation of computer, keyboard, and telephonesSome lifting may be required: Employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds#CLSTFAbout Community Medical ServicesCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. Headquartered in Arizona with more than 70 treatment clinics in 14 states, CMS is dedicated to meeting the challenges presented by the growing opioid epidemic in communities where treatment is lacking.Our CommitmentWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability status, sexual orientation, gender identity, age, protected veteran status or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Other ConditionsPlease 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.
Client Services Associate
Posted 5 days ago
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Job Description
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.
The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.
At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury.
Your responsibilities:
- Live Our Vision, Values and Beliefs every day
- Greet and welcome RH Clients and assist with any questions or concerns
- Assist in connecting clients with the right Associates based on their purchase needs
- Assist and communicate with clients in the Gallery, over the phone and through email
- Provide an elevated level of client services support to Gallery Partners to resolve client concerns
- Become well-versed on RH product and offerings
- Create a luxury service experience in every interaction
- Exhibit broad understanding of the organization
Our requirements:
- Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
- Ability to recognize and respond to multiple priorities
- Strong organizational and time management skills
- Strong verbal and written communication skills
- Commitment to quality, detail-focused on all levels
- People and relationship-driven
- Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications
Our physical requirements:
- Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
- Ability to maneuver effectively around gallery floor, stock room and office
- Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing
Client Services Representative
Posted 8 days ago
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Job Description
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prep Client Service, Representative, Financial Advisor, Registered, Customer Service, Client Relations, Retail
Client Services Representative

Posted 1 day ago
Job Viewed
Job Description
Phoenix, Arizona
**Department Name:**
Client Services-Ref Lab
**Work Shift:**
Day
**Job Category:**
Administrative Services
**Flexible hours and work from home within 6 months of hire!**
**This position will work at our corporate headquarters in Phoenix** (Washington St and 56th St.; 202 Red Mountain Freeway and 143 Expressway).
**This is a Split Shift Week Position: Schedule is work 11a-730p; Mon- Thurs; OFF Fri & Sat; work 3p-1130p Sun**
**$ Position starts at $9 AND UP** depending on specific experience. **We also offer WEEKEND differential pay and weekly incentives for employees achieving production metrics! **
Our Client Services Representatives work in a **CALL CENTER** environment and are truly at the center of all laboratory and diagnostics information. Our Representatives are critical to the success of our business and the well-being of our patients. If you like being a "know it all" and are _the boss_ at facilitating the exchange of information, we have a place for you in our Client Services team! Did we mention you won't be selling anything?
**So, what does a Client Services Representative do?**
+ Spends 90% of the time receiving incoming call and making outbound calls.
+ Professionally interacts with Physicians and their staff, patients, and internal customers over the phone. Knows all the ins and outs of the company and projects confidence when talking with customers.
+ Uses all resources available to resolve a situation. Delighting the customer is the goal!
+ Works in a production environment and strives to exceed all metrics in the department.
**Who you are:**
+ Detail oriented and comfortable working in a very fast paced environment. You love working on the phone.
+ Comfortable sitting and typing during your entire shift.
+ Able to navigate multiple screens on the computer at once. Multitasking is your middle name.
+ Comfortable with set structure and following procedures.
+ A team player who is aware that your work is critical in helping medical providers and hospitals provide excellent patient care.
+ Loves to learn something new every hour, every day.
**Who you are not:**
+ Someone who is stressed out by calling people on the phone or receiving constant calls. Production call center environment is not your thing.
+ Overwhelmed by an EXTREMELY fast-paced environment.
+ Uncomfortable typing information on keyboard for long periods of time. Data entry work is not your thing.
+ Unfamiliar navigating through different screens on the computer.
+ Uncomfortable with set schedules and showing up to work on time.
**POSITION SUMMARY**
This position requires an organized, self-motivated, process driven professional who is an effective communicator with expertise in delivering exceptional client customer service. Using keen insight into people and refined soft skills, this position is able to proficiently handle a high volume of client incoming and outgoing phone calls regarding sensitive HIPAA information.
**MINIMUM QUALIFICATIONS**
+ High School Diploma required and a minimum of one year experience in customer service.
+ Must be able to function independently and requires the ability to multitask and manage multiple situations and tasks at once, synthesize complex data and maintain confidential materials.
+ Must possess excellent organizational, interpersonal and communication skills.
+ Experience with MS Office.
**PREFERRED QUALIFICATIONS**
+ Customer service in a laboratory/diagnostic/health care industry preferred.
+ Additional related education and/or experience preferred.
**DATE APPROVED** 11/07/2019
**EEO Statement:**
EEO/Disabled/Veterans ( organization supports a drug-free work environment.
**Privacy Policy:**
Privacy Policy ( Health is one of the largest, nonprofit health care systems in the country and the leading nonprofit provider of hospital services in all the communities we serve. Throughout our network of hospitals, primary care health centers, research centers, labs, physician practices and more, our skilled and compassionate professionals use the latest technology to make health care easier, so life can be better. The many locations, career opportunities, and benefits offered at Banner Health help to make the Banner Journey unique and fulfilling for every employee.
EOE/Female/Minority/Disability/Veterans
Banner Health supports a drug-free work environment.
Client Services Representative

Posted 1 day ago
Job Viewed
Job Description
Phoenix, Arizona
**Department Name:**
Client Services-Ref Lab
**Work Shift:**
Day
**Job Category:**
Administrative Services
**Flexible hours and work from home within 6 months of hire!**
**This position will work at our corporate headquarters in Phoenix** (Washington St and 56th St.; 202 Red Mountain Freeway and 143 Expressway).
**$ Position starts at $9 AND UP** depending on specific experience. **We also offer WEEKEND differential pay and weekly incentives for employees achieving production metrics! **
Our Client Services Representatives work in a **CALL CENTER** environment and are truly at the center of all laboratory and diagnostics information. Our Representatives are critical to the success of our business and the well-being of our patients. If you like being a "know it all" and are _the boss_ at facilitating the exchange of information, we have a place for you in our Client Services team! Did we mention you won't be selling anything?
**So, what does a Client Services Representative do?**
+ Spends 90% of the time receiving incoming call and making outbound calls.
+ Professionally interacts with Physicians and their staff, patients, and internal customers over the phone. Knows all the ins and outs of the company and projects confidence when talking with customers.
+ Uses all resources available to resolve a situation. Delighting the customer is the goal!
+ Works in a production environment and strives to exceed all metrics in the department.
**Who you are:**
+ Detail oriented and comfortable working in a very fast paced environment. You love working on the phone.
+ Comfortable sitting and typing during your entire shift.
+ Able to navigate multiple screens on the computer at once. Multitasking is your middle name.
+ Comfortable with set structure and following procedures.
+ A team player who is aware that your work is critical in helping medical providers and hospitals provide excellent patient care.
+ Loves to learn something new every hour, every day.
**Who you are not:**
+ Someone who is stressed out by calling people on the phone or receiving constant calls. Production call center environment is not your thing.
+ Overwhelmed by an EXTREMELY fast-paced environment.
+ Uncomfortable typing information on keyboard for long periods of time. Data entry work is not your thing.
+ Unfamiliar navigating through different screens on the computer.
+ Uncomfortable with set schedules and showing up to work on time.
**POSITION SUMMARY**
This position requires an organized, self-motivated, process driven professional who is an effective communicator with expertise in delivering exceptional client customer service. Using keen insight into people and refined soft skills, this position is able to proficiently handle a high volume of client incoming and outgoing phone calls regarding sensitive HIPAA information.
**CORE FUNCTIONS**
1. Effectively communicates both verbally and in writing with internal and external clients regarding laboratory test availability, test results and patient specimen requirements by accessing the company computer, telephoning referral labs and using printed reference material.
2. Uses company resources to resolve service-related issues such as Test-In-Questions (TIQ), trouble alerts, supply orders, missing specimen and special requests - i.e. loans and consults, chain of custody. When necessary, escalates issues to a higher authority.
3. Documents all actions taken as required by CAP, CLIA & HIPAA, and Company policies. Will be required to maintain daily metrics and collated monthly metrics, statistics and quality data while focusing on quality while demonstrating that the patient comes first in everything we do.
4. Participates in self- directed work teams to present thoughts and ideas that support the achievement of department metrics and the Company Roadmap. Completes special projects as assigned.
5. Can be required to arrange pick up, delivery and / or shipment of specimens.
6. Participates in peer-to-peer knowledge transfer and training.
**MINIMUM QUALIFICATIONS**
+ High School Diploma required and a minimum of one year experience in customer service.
+ Must be able to function independently and requires the ability to multitask and manage multiple situations and tasks at once, synthesize complex data and maintain confidential materials.
+ Must possess excellent organizational, interpersonal and communication skills.
+ Experience with MS Office.
**PREFERRED QUALIFICATIONS**
+ Customer service in a laboratory/diagnostic/health care industry preferred.
+ Additional related education and/or experience preferred.
**EEO Statement:**
EEO/Female/Minority/Disability/Veterans ( organization supports a drug-free work environment.
**Privacy Policy:**
Privacy Policy ( Health is one of the largest, nonprofit health care systems in the country and the leading nonprofit provider of hospital services in all the communities we serve. Throughout our network of hospitals, primary care health centers, research centers, labs, physician practices and more, our skilled and compassionate professionals use the latest technology to make health care easier, so life can be better. The many locations, career opportunities, and benefits offered at Banner Health help to make the Banner Journey unique and fulfilling for every employee.
EOE/Female/Minority/Disability/Veterans
Banner Health supports a drug-free work environment.
Client Services Representative - Tempe
Posted 12 days ago
Job Viewed
Job Description
Your future is bright at AGAT!At AGAT Laboratories, we are the next step in your career! By joining AGAT, you become part of a dynamic, purpose-driven team that fosters innovation, collaboration, and personal growth. Our dedicated professionals come together every day with passion and determination, leveraging cutting-edge science to deliver solutions that drive progress and create a more sustainable, healthier world.Summary:AGAT Laboratories is currently looking for a Client Services Representative (CSR) to join our Tempe, AZ location. This role will provide clients with technical information based on their needs and administer an overall positive client experience. Additionally, the Client Service Representative will help to bridge the gap between clients and Laboratory teams, ensuring smooth communication and service delivery.The successful candidate will require a patient, stable work style and consistency on repetitive tasks, with the demands of managing a large number of tasks in a fast-paced environment. Along with traits of being cooperative, agreeable with sympathetic listening skills, one who gets along with both members of the team and clients and enjoys being helpful.In this role one will require a focus on customer service with attention to details, handling large number of tasks and issues with better-than-average accuracy, careful attention to quality, steady fast-paced with comfort working under pressure and an inclination to work under explicitly defined process. This position is an integral part of providing "Service Beyond Analysis."What you will be doing:Provide prompt and complete responses to all requests from clients. Work closely with the management team and serve as the primary point of contact for clients.Develop and maintain strong relationships with existing clients which includes face to face meetings, email, correspondence and phone calls. Manage customer expectations with respect to all aspects of the work orders in-house. Assist Sales team to ensure the proper options are presented to clients regarding testing requirements and any other requests.Handle data management tasks related to the assigned department, including daily Level 0 data verification, regulatory monthly and annual reporting, and client-specific reporting tasks.Participate in project kick-off meetings as required, to discuss courier logistics, sampling requirements, reporting expectations and invoicing.Ensure prompt and accurate delivery of analytical results.Make recommendations for process improvements to the management team based on customer requests and feedback.Participate in team and individual training to learn job-specific functions, adapting within the role to remain current on all aspects of the department. What you bring to the table:Equivalent combination of experience and education.Previous experience in customer service or administrative roles, preferably in the environmental industry.Knowledge of air quality or environmental monitoring terminology, or willingness to learn.Minimum 1 year Customer Service experience in the environmental field preferred.Proficient computer skills (Outlook, Microsoft Office and Excel, Laboratory Information Management Systems (LIMS) and Reporting Systems).Excellent communication skills both verbal and written; confident telephone communications are essential.Excellent organization and time management skills.Effective problem solving skills along with a demonstrated attention to detail.Why Join Us?At AGAT Laboratories, we recognize and value our employees by offering a competitive benefits package, including:Comprehensive health, dental, and vision care.Paid vacation and flexible sick time.Employee Assistance Program (EAP).Long-term disability and life insurance.Professional development opportunities.Who We Are:AGAT Laboratories is a premier full-service laboratory operating at the cutting edge of science and innovation across North America. Our expertise spans geochemistry, biochemistry, chemistry, microbiology, geology, and engineering, enabling us to deliver comprehensive analytical solutions. These services drive progress in industries such as Mining, Environmental, Energy, Transportation, Industrial, Agri-Food, and Life Sciences.We pride ourselves on our state-of-the-art technology, diverse expertise, and commitment to providing precise, timely, and reliable results. Beyond our technical excellence, AGAT Laboratories believes in the power of strong client relationships, fostering trust and collaboration to ensure mutual success.Our Commitment to Community and Philanthropy:At AGAT, we strive not only to advance science but also to make a positive impact in our communities. The AGAT Foundation is at the heart of our philanthropic efforts, supporting initiatives that improve education, environmental stewardship, and community well-being.Through partnerships with local organizations, volunteer activities, and donations, the AGAT Foundation champions programs that inspire future generations, promote sustainable practices, and provide support to those in need. Whether funding scholarships, participating in environmental cleanups, or supporting health and wellness initiatives, AGAT is deeply invested in giving back.Our work extends beyond the laboratory-we're committed to creating a brighter future for our employees, clients, and the communities we serve.Join AGAT Laboratories to be part of an organization that values not just scientific innovation but also meaningful connections and lasting contributions to society.We appreciate the time and effort of every applicant. Only those selected for interviews will be contacted.
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Specialist, Prime Client Services

Posted today
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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 Representative II

Posted 1 day ago
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Job Description
Phoenix, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.
**Responsibilities:**
+ Identifies client needs and recommends solutions when fraud has been identified
+ Records data captured during client interactions accurately
+ Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
+ Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
+ Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
**Required Qualifications:**
+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
+ Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
+ Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
+ Communicates effectively and confidently with all clients to make their financial lives better
+ Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
+ Comfortable receiving ongoing performance feedback and coaching
+ Ability to learn and adapt to new information and technology platforms
+ Minimum of an intermediate level of proficiency with computers and current technology
+ 1+ years of customer/client service experience, including experience handling difficult client situations
**Desired Qualifications:**
+ 1+ years of experience in the banking/financial industry
+ 1+ years of experience working in a client service capacity
**Skills:**
+ Attention to Detail
+ Customer Service Management
+ Customer and Client Focus
+ Issue Management
+ Active Listening
+ Adaptability
+ Client Solutions Advisory
+ Data Collection and Entry
+ Problem Solving
+ Account Management
+ Analytical Thinking
+ Client Experience Branding
+ Fraud Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
PWM Client Services Team Leader

Posted 1 day ago
Job Viewed
Job Description
**Job Description**
The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship. Develops working knowledge of assigned area accounts through frequent client contact.
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically a minimum of 10 years of banking experience, and at least four to five years of experience managing a team
Preferred Skills/Experience
- Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution
- Ability to effectively work with others as part of a high performing team
- Effective communication skills, consultative approach and able to influence others to support objectives
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**