611 Customer Service Representatives jobs in Thornton

• Collect documentation to complete voucher forms and support the Broker commission payment
• Prepare expense reports in accordance with established guidelines.
• Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials by applying templates to produce marketing materials:
• Create marketing assets: site plans, floor plans, maps.
• Draft templated real estate agreements and associated disclosures.
• Update and maintain various information databases.
• Generate standard and ad hoc reports and assist with website updates.
• Provide general hospitality services and maintain a client-ready reception area, conference rooms and other shared areas.
• Receive and direct incoming calls, packages and visitors.
• Support print production: printing, binding, finishing.
• Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
• Respond to common questions or complaints.

• High school diploma.
• 3+ years with providing administrative support to teams of professionals
• 2+ years in the Real Estate industry preferred.
• Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
• Strong problem solving, interpersonal and organizational skills.
• Experience with Microsoft Office Suite required.
• Ability to edit templates in Power Point and/or InDesign.
• Strong marketing knowledge desirable.

The Client Services Specialist answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including the customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies.

Acts as the face of the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Represents the company in a highly professional manner while resolving issues and communicating information confidently.

RESPONSIBILITIES

• Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
• Mitigate company risk through following all security and fraud prevention requirements.
• Educate advisors, clients, and third parties on do's and don'ts of alternative asset investing, working with the Company, applicable fees & fee schedules,
  timelines and procedures for account opening, funding and investing, and ERISA guidelines.
• Prepare and archive professional correspondence.
• Investigate account issues by analyzing investment and transactional activity and/or errors; complex compliance issues pertaining to IRS rules and regulations.
• Identify, analyze, resolve and report on specific client requests and issues.
• Develop expertise to provide clients on-going support and assistance.
• Manage low level escalations, including ability to draft free form professional responses to client escalations and inquiries.
• Identify, recommend and potentially design and assist in the development and implemation of process improvements that enhance the client experience.
• Accurately file reports on client issues for management review.
• Analyze trends in client issues in order to facilitate service improvement.
• Other duties as assigned.

QUALIFICATIONS

• 2+ years related experience and/or training in a similar role required.
• 1-2 years' experience in a fast-paced call center environment preferred.
• Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.
• Certified IRA Services Professional (CISP) designation with the American Bankers Association
  (ABA) preferred.
• Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association
  (RITA) preferred.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $18.98/hr to $26/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit

CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.

#LI-Onsite #LI-FG1

Req ID: 76720Location: Denver -DENAreas of Interest: FinancePay Transparency Salary Range: $55,000 - $0,000Application Deadline: 07/17/2025BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.Bonus TypeBOKF Performance Plan (D02)SummaryInvest in your career with us! If you're looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you! Job DescriptionThe Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.Team CultureWe believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary. Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.How You'll Spend Your Time You will maintain and develop relationships with current clients and their accounts as well as set up new accounts. You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management. You will be the "go-to" for your Advisor team. You will provide sales support, customer service and be the opertational subject matter expert for the Financial Advisors. You will partner with the team you support and become an extension of the advisors, which is critical for success. Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor' Degree in Business or related field of study and 3-4 years of directly related experience or 9-10 years of equivalent combination of education and experience.SKILLS: Experience supporting assigned clientele with an affinity for providing personalized service. Extraordinarily high degree of professional polish required. Excellent time management, multi-tasking, and follow up skills. Investment advisory firm experience highly desired. Experience working with custodians and contra firms preferred. Beginner to intermediate knowledge of investment products and the financial service industry. Self-directed and self-motivated individual with the ability to work in a team-oriented environment. Exceptional verbal and written communication skills. High attention to detail. Intermediate knowledge of Microsoft Office Suite and CRM software applications. Experience with Salesforce and Tamarac Advisor Xi preferred.Working Conditions & Physical RequirementsOfficeBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.Please contact with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. Empowered employees Award-winning culture Community commitmentBOK Financial Corporation Group adheres to state specific pay transparency requirements.In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.Facts: Operations focused in an eight-state footprint 5,000 team members $ 9.7 billion in assets 114.6 billion in assets under management and administration 8 million donated to local nonprofits in 2024 59,000+ volunteer hours by our employees in 2024

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

SUMMARY OF JOB PURPOSE AND FUNCTION

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Description - External

ESSENTIAL RESPONSIBILITIES AND TASKS

•Live and exemplify the Five Principles of Mars, Inc. within self and team.

•Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

•Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.

•Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.

•Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services

•Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.

•Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.

•Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.

•Conduct administrative functions as necessary.

•Other job duties as assigned.

THE FIVE PRINCIPLES

•Quality - The consumer is our boss, quality is our work and value for money is our goal.

•Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.

•Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure.

•Efficiency - We use resources to the full, waste nothing and do only what we can do best.

•Freedom - We need freedom to shape our future; we need profit to remain free.

HIRING QUALIFICATIONS / COMPETENCIES Leadership •Customer Focus •Peer Relationships •Integrity & Trust

•Action Oriented •Listening

Functional •Preventative care and OWPs •Communication Skills •Client Service Skills •Priority Setting •Time Management

CAPABILITIES AND EXPERIENCE (CAN DO)

•Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.

•Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.

•Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.

•Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.

•Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.

•Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.

•Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.

•Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.

ATTITUDES (WILL DO)

•Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.

•Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.

•Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.

•Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned.

•Independence - Able and willing to perform tasks and duties without supervision.

•Tolerance for Stress / Resiliency - Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.

SPECIAL WORKING CONDITIONS

•Ability to work at a computer for long periods of time.

•Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)

•Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.

•Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.

•The noise level in the work environment is moderately high.

•Requires sufficient ambulatory skills in order to perform duties while at hospital.

•Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.

•Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.

•Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

•Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

EXPERIENCE, EDUCATION AND/OR TRAINING

•High School Diploma or equivalent preferred.

•Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.

•One year related experience required with customer service preferred.

•Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.

Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.

The pay range for this role is

$16.16 - $20.66 Hourly

The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our "Meow-velous" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.

• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.*

• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.

• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.*

• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.*

• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.

• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.

• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.

• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.

• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.

• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.*

• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*

• Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.

• Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.

• Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.*

• Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.*

• Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.*

• Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.*

• Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.*

• Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.*

The Client Services Specialist answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including the customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies.

Acts as the face of the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Represents the company in a highly professional manner while resolving issues and communicating information confidently.

RESPONSIBILITIES

• Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
• Mitigate company risk through following all security and fraud prevention requirements.
• Educate advisors, clients, and third parties on do's and don'ts of alternative asset investing, working with the Company, applicable fees & fee schedules,
  timelines and procedures for account opening, funding and investing, and ERISA guidelines.
• Prepare and archive professional correspondence.
• Investigate account issues by analyzing investment and transactional activity and/or errors; complex compliance issues pertaining to IRS rules and regulations.
• Identify, analyze, resolve and report on specific client requests and issues.
• Develop expertise to provide clients on-going support and assistance.
• Manage low level escalations, including ability to draft free form professional responses to client escalations and inquiries.
• Identify, recommend and potentially design and assist in the development and implemation of process improvements that enhance the client experience.
• Accurately file reports on client issues for management review.
• Analyze trends in client issues in order to facilitate service improvement.
• Other duties as assigned.

• 2+ years related experience and/or training in a similar role required.
• 1-2 years' experience in a fast-paced call center environment preferred.
• Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.
• Certified IRA Services Professional (CISP) designation with the American Bankers Association
  (ABA) preferred.
• Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association
  (RITA) preferred.

Position Overview: The Customer Service Representative contributes to the success of a high-performing organization committed to delivering superior care and exceptional service. Performs a range of administrative and customer service tasks, providing valuable support to the hospital. Essential Functions: Provides excellent customer service in-person, over the phone, and during high-stress situations. Manages lobby flow, addresses concerns, calms distressed owners, and schedules appointments. Handles basic medical emergencies for pets and owners, ensuring safety and well-being. Assists with medication pickups, inquiries, and provides information about services and products. Inputs and manages data in practice management software, including billing and accounts. Assists with retail sales, weighing pets, processing faxes, and maintaining records. Reconciles cash drawer and performs end-of-day duties for accurate financial transactions. Qualifications: High school diploma or GED required, or equivalent combination of education, certification, training, and/or experience Knowledge of clerical procedures and ability to organize files and records Excellent customer service skills, providing courteous and prompt assistance Accurate cash handling and cashiering abilities Strong multitasking skills with attention to detail Flexibility in scheduling, including weekends and holidays Ability to work at a keyboard or workstation for extended periods and perform physical tasks such as standing, walking, climbing, and lifting animals up to 50 pounds Pay Range$17-$19 USDAt PetVet Care Centers, we're committed to a Culture of Care - for pets, for the people who love them, and for the team members who make it all possible. With more than 420 hospitals across the U.S. and a team of over 11,000 dedicated professionals, including 1700+ veterinarians, we offer a unique blend of local leadership and national support that helps our hospitals thrive. Our model is built on partnership, collaboration, and local medical autonomy, empowering each hospital to deliver high-quality care while benefiting from shared resources and a strong professional community. Whether you're providing care in a hospital or supporting operations behind the scenes, PetVet is a place where you can grow your career, stay connected to your purpose, and make a meaningful impact. You care for pets. We care for you. PetVet is an equal opportunity employer. All employment decisions are made without regard to race, color, age, gender, gender identity or expression, sexual orientation, marital status, pregnancy, religion, citizenship, national origin/ancestry, physical/mental disabilities, military status or any other basis prohibited by law. EOE, M/F/D/V PetVet respects your privacy and is committed to protecting your personal information. Please see our privacy notice for additional information about our data practices.