83,034 Customerexperience jobs in the United States

Green Wellness Company looking for individuals who care about the environment, want to telecommute, and love helping people. Going green and reducing your carbon footprint is becoming more important to people, and our company has been green for over 28 years.

Requirements:

• Excellent Written and Verbal Communication Skills
• Upbeat, Cheerful Personality
• Proficient with MS Word, Excel and able to learn new software programs
• Team Player
• Must have Up To Date Computer and High Speed Internet, Dedicated Phone Line

Job Description

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:

Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMDs, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.

Utilizing websites and software to obtain client and product information

Responding to client service calls, emails and texts in a friendly and professional manner

Completing each service request and resolving client issues in a timely manner

Inputting detailed notes into CRM and keeping updated

Coordinating and following up on client transfers, contributions, distributions

Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion

Updating client plans for upcoming review appointments and processing post-review follow up items

Maintaining professional communication with clients and other team members

Assisting in setting client appointments for advisors when needed

Cross training to assist with New Business processing

Meeting with clients to review plans, answer quest

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

Associates Degree preferred

Financial Industry experience required

2 + years working alongside a Financial Advisor in a fast-paced office environment preferred

Experience with MS Office Suite and the ability to learn new software quickly

Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date) 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

Benefits:

401(k)

401(k) matching

Paid time off

Client Relations Specialist (Sales, Intake & Reception)

Location: Colorado Springs, CO | Position Type: Full-Time

About Peakstone Law Group At Peakstone Law Group, we believe the first interaction with a potential client sets the tone for the entire relationship. We are a fast-growing, client-focused law firm dedicated to delivering exceptional service across our Criminal Defense, Probate, and Estate Planning divisions. Our Client Relations Specialist (CRS) is the front-line representative of our firmresponsible for making a powerful first impression, turning inquiries into consultations, and consultations into clients, all while ensuring our reception area operates smoothly and professionally.

Position Overview

We are seeking a driven, personable, and detail-oriented Client Relations Specialist who can excel at selling the firms value, managing a high-volume intake process, and serving as the professional face of our office. The ideal candidate will be equally comfortable connecting warmly with people in crisis, persuasively communicating how our firm can help, accurately tracking leads, and performing traditional receptionist duties that ensure an organized, welcoming front office.

Key Responsibilities

Lead Conversion & Sales

Serve as the first point of contact for all inbound leads via phone, email, and online inquiries.

Use consultative sales techniques to build rapport, identify client needs, and persuasively present the firms services.

Achieve and exceed monthly consultation booking and conversion targets.

Consistently follow up with unconverted leads to keep them engaged and move them toward retaining the firm.

Intake Management

Conduct thorough intake calls, gathering all necessary information to set attorneys up for successful consultations.

Schedule and confirm consultations, ensuring prospective clients are prepared and informed.

Maintain the highest level of professionalism, empathy, and discretion in all interactions.

Reception & Administrative Duties

Greet clients, visitors, and vendors warmly and ensure a positive, professional experience.

Manage incoming callsscreen, forward, or take detailed messages as appropriate.

Maintain a clean, organized, and welcoming reception area.

Handle incoming and outgoing mail, packages, and courier deliveries.

Assist with stocking and organizing office supplies, including snacks and client refreshments.

Support general office functions, such as filing, scanning, and data entry, as needed.

Data Tracking & Reporting

Accurately log all lead interactions in the CRM and intake software.

Track and analyze lead sources, conversion rates, and other key metrics to inform marketing and operational decisions.

Prepare weekly and monthly performance reports for management.

Collaboration & Continuous Improvement

Work closely with attorneys, paralegals, and the marketing team to align intake and reception processes with firm goals.

Provide feedback on marketing campaigns and lead quality based on real-world client interactions.

Suggest and help implement process improvements to increase efficiency and client satisfaction.

Qualifications

Proven success in sales, client services, intake, or receptionist rolesexperience in a law firm, medical office, or other professional services setting preferred.

Strong persuasion and negotiation skills with a proven ability to close sales.

Excellent verbal and written communication skills; ability to connect quickly with people from diverse backgrounds.

Highly organized, detail-oriented, and able to manage multiple priorities.

Proficiency in CRM systems, Microsoft Office, and data tracking tools.

Professional appearance and demeanor, with a warm, approachable personality.

Performance Expectations

Meet or exceed monthly lead-to-consultation and consultation-to-client conversion targets.

Maintain 100% accuracy in data entry, scheduling, and reporting.

Deliver a high-touch, client-centered experience consistent with Peakstone Law Groups values.

Ensure reception and front office operations run smoothly at all times.

• Communicate with clients regarding shipment coordination and updates
• Ensure all shipping documents meet compliance standards
• Work closely with internal teams to resolve any delivery or logistics issues
• Perform accurate data entry using systems like Salesforce
• Provide excellent customer service in a high-volume, fast-paced environment

• Strong English communication skills (written and verbal)
• Experience in customer service, data entry, or client relations
• Familiarity with Salesforce is a plus
• Detail-oriented, organized, and adaptable
• Logistics or healthcare background is preferred but not required

Overview

The Client Relations Specialist acts as the initial point of contact for clients, facilitating communication between Production and the client, handling preflight preparations for new projects, entering projects in the system, and sending them to Production.

Description

• Respond promptly to client inquiries regarding new project initiatives through our centralized technology platform.
• Collaborate with various production team members to evaluate project scope and provide accurate cost and timeline estimates for translation projects.
• Kick off all project-related activities by delivering a comprehensive budget, schedule, and instructions to the project team while proactively identifying potential challenges.
• Proactively address and resolve any issues with clients before passing the project to the production team.
• Set a solid foundation for the production team by initiating key project specifics where applicable.
• Take the initiative to understand clients' industries, business needs, and company culture, enriching the project team's knowledge and delivering exemplary service.
• Monitor and communicate project progress, ensuring adherence to deadlines and budgets to produce top-notch deliverables.
• Serve as the main point of contact and liaison between external client contacts and internal production staff.
• Manage and exceed client expectations throughout the project lifecycle.
• Comply with all ISO regulations, processes, and procedures to uphold quality standards.
• Troubleshoot and resolve challenges on problem projects as needed.
• Understand and implement individual project instructions effectively, conveying them to the production team.
• Investigate client complaints when necessary to ensure satisfaction.
• Engage in discussions with clients and production staff to creatively address and solve issues.
• Perform additional tasks as assigned by management that are appropriate for the role.

Required Experience and Qualifications:

• Bachelor's degree or equivalent qualification.
• Experience in customer service roles.
• Proven ability to build strong relationships with clients and colleagues.

Desired Skills and Experience:

• Proficiency in a second language.
• Experience in coordinating projects and allocating resources effectively.

What We Offer:

• A commitment to equal opportunities in a diverse and inclusive environment.
• Opportunity to collaborate with managers and colleagues across various international locations.
• A welcoming and friendly working atmosphere.
• Opportunities for professional development and growth within the company.

As a Client Relations Specialist, you will identify customer needs and offer professional solutions, aiming to secure bid opportunities for additional product lines. You will develop proposals and present them to customers, ensuring appropriate follow-up and follow-through with clients. Promptly responding to inquiries and working to close sales are key aspects of this role, along with updating information in the system.

Responsibilities:

• Manage 300-400 small accounts.
• Partner with other Sales team members to ensure a smooth transition of new clients and properly execute a warm hand-off process.
• Prepare and submit sales pipeline reports on a timely basis and other reports as needed.
• Proactively create and leverage marketing assets to stay in constant contact with client base, maintaining 'top of mind' representation of our brand and expanding category awareness.
• Attend sales training on new and existing product categories.
• Attend regular team and one-on-one meetings with Sales leadership.
• Actively network within the business community as a brand ambassador, assisting the sales team with identifying business prospects and strengthening relationships with clients.
• Utilize technology to communicate en masse with hundreds of clients, using tools such as Microsoft Office, CRM, professional social media, and video conference software.
• Perform administrative duties as assigned.

Essential Skills:

• Experience in client relationship management and coordination.
• Proficiency in administrative duties and data entry.
• Competency in Microsoft Office and supply sales.
• Strong written and verbal communication skills.
• Mathematical aptitude.

Additional Skills & Qualifications:

• A degree is preferred but not required.
• Office products sales experience.

Work Environment:

This position is onsite in Des Moines, with in-office work each day and some flexibility to work from home if needed. The company values in-office collaboration and has a great team onsite. The work schedule is Monday through Friday, from 8:00 AM to 5:00 PM.

Pay and Benefits:

The pay range for this position is $4000.00 - $55000.00/yr.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.