Customer Service Operations Specialist Salary at Dhx Inc BETA

Job Description Job Description The Role You will report to the Principal Software Engineer and work within the Client Services Team. This role combines client support with project execution duties to fulfill online data collection surveys and other research activities. You’ll collaborate with the existing client service team, including the Senior Manager, Client Services and Project Coordinator, as well as department leaders pursuing new business development. Things You’ll Do Manage end-to-end project coordination, including survey setup, sample management, and quality control using internal web tools Guide clients through research study setup on the Forthright Access platform Monitor project health and proactively identify and address potential issues or red flags Maintain a strong understanding of company services and communicate research methodologies to clients. Provide excellent client communication and regular project status updates Assist in handling user support inquiries and

Job Description Job Description We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and a handshake is why the customer service division has enjoyed unprecedented growth this year. Campaigns focus on developing and executing unique, personable advertising strategies designed to generate new customers for clients. The Goals Are Simple: every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client ac

Client Service Associate – Immediate Opening We are seeking a detail-oriented and proactive Client Service Associate to join our team. This role is responsible for opening and maintaining correspondent broker-dealer accounts, providing exceptional client service, conducting quality control reviews, and handling PMA, Prime Broker, and DBA package evaluations. Key Responsibilities: Open various types of accounts for Correspondent Broker-Dealers, ensuring proper AML process compliance. Prepare and circulate PMA and Prime Broker approval packets for committee review. Provide responsive and professional client service for account-related inquiries. Conduct quality control checks to verify the completeness and compliance of new account documents. Process account adjustments as requested by broker-dealers. Monitor and manage exception reports (e.g., P3 Credit Interest, No DAML, CDC). Review policies and procedures, offering recommendations for improvements. Oversee returned mail processes and

Ajilon - JobID: 96F15B81-988D-47AB-9666-61757735F51D [Medical Office Assistant] As a Customer Service Representative at Ajilon, you'll: Answer heavy incoming calls in a friendly and professional manner; Assist patients and physician with questions and inquiries; Communicate with patients and take details notes from conversations; Schedule appointments for several departments within the healthcare network; Transfer calls to appropriate nurse or faculty member...Hiring Immediately >>

Job Description Job Description We are currently offering a Client Account Representative position that includes comprehensive training. No prior sales experience is necessary, and we will train you to use a variety of skills from sales and human resources to management and mentorship. Successful candidates will have opportunities to advance through the organization. As a fast-paced company in the direct sales and marketing industry, Our Client Account Representative team continues to set the standard for excellence in client acquisition and customer retention. By providing direct sales and client services to Fortune 500 companies nationwide, we increase the market shares of our clients through a proven approach. Our sales approach is responsible for the unprecedented growth and stability of our company. We pride ourselves on recognizing top performance, integrity, and a winning mindset in the candidates we seek and promote only within our own company. If you possess a great work ethic

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions are made, demonstrating particular consi

Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and license

Job Description Job Description Job Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently. Responsibilities: Communicate directly with clients to understand and service their financial needs. Develop and maintain in-depth knowledge of our products and services. Ensure client satisfaction and provide professional client support. Collaborate with various departments to streamline service processes. Handle complex client complaints or issues. Requirements: Minimum 2 years of experience in the financial services industry. Proficiency in CRM software and strong computer skills. Exceptional communication and interpersonal abilities. Strong leadership skills with the ability to motivate and guide a team. Problem-solving and decision-making skills. Prefer