Job Summary:

• Dispatch service according to contract coverage
• Coordinate and manage service events by issuing service limits and recording detailed service event information into the Equipment Maintenance Management Application (EMMAII) Dispatch system
• Process supply orders per procedures
• Inform new customers of the service call process
• Follow up with clients to ensure customer satisfaction
• Follow up with vendors to obtain updates on open service events
• Generate Loss Control Records (LCR's) to show cost savings achieved
• Recognize when service events are extended and/or costly, and escalate to management in an effort to generate a cost effective customer focused expedited method
• Notify management of moral hazards such as vendor price gauging and misleading information from clients on equipment failures
• Notify management when the repair exceeds the equipment item fee
• Interact with Reimbursement, Account Services, Pricing and Business Development Managers on customer issues

Skills on Resume: 

• Dispatch Management (Hard Skills)
• Service Event Coordination (Hard Skills)
• Supply Chain Management (Hard Skills)
• Customer Communication (Soft Skills)
• Customer Satisfaction Management (Soft Skills)
• Vendor Communication (Soft Skills)
• Cost Control and Reporting (Hard Skills)
• Issue Escalation and Management (Soft Skills)

• Schedule, coordinate and facilitate face-to-face ASI customer presentations of products, samples and information. 
• Receive job specifications and artwork from Senior Account Manager or customer.
• Provide consultative service for customers requiring ideas and suggestions on specialty products.
• Work with vendor resources for pricing and selection.
• Work with Technical Solutions Team on product specifications and updates for accounts utilizing Finelink technology.
• Generate electronic quote requests via ESP ASI vendor software. 
• Review estimates to ensure accuracy and compliance with customer specifications. 
• Discuss any required and/or recommended differences with customer or Senior Account Manager.
• Secure pricing and margin approval from company executives.
• Prepare ESP presentations, estimate letters and provide to customer. 
• Receive all questions and concerns from external and internal customers. 
• Deliver complete job specifications to Account CSR or Purchasing for ordering.

• Presentation Skills (Hard Skills)
• Customer Service and Consultation (Soft Skills)
• Vendor Management (Hard Skills)
• Technical Knowledge (Hard Skills)
• Quoting and Estimation (Hard Skills)
• Communication Skills (Soft Skills)
• Negotiation and Approval (Soft Skills)
• Documentation and Order Management (Hard Skills)

Job Summary:

• Ensure customer supplied components are available within required time frame to meet schedule.
• Secure appropriate electronic files of artwork for vendor resource.
• Work with Purchasing to be aware of and Inform customer and Senior Account Manager of any changes in delivery dates.
• Prepare and coordinate samples for customer.
• Answer all questions that might arise during the invoicing process.
• Review inventory reports to identify products nearing the re-order point.
• Facilitating customer conference calls with meeting invitations, agendas, and action steps.
• Answer phones and attend Client meetings
• Complete and maintain all required paperwork, records, documents, etc.
• Follow and comply with all safety and work instructions, developmental or final. 
• Maintain departmental housekeeping standards.
• Support the efforts of the Senior Account Manager by participating in on-site sales presentations, demos & customer stewardship meetings.
• Perform to the Fineline Processes as written, reviewed, and instructed.

Skills on Resume: 

• Supply Chain Management (Hard Skills)
• Artwork Management (Hard Skills)
• Communication Skills (Soft Skills)
• Sample Coordination (Hard Skills)
• Inventory Management (Hard Skills)
• Administrative Support (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Compliance and Safety (Hard Skills)

Job Summary:

• Provide Level 1 telephone support to external clients
• Develop complete understanding of genomics testing services to effectively communicate and assist in resolving client issues.
• Provide highest levels of customer service to assure current client satisfaction
• Maintains sensitivity to all potential issues, communicates those issues to appropriate persons within the organization to effect rapid resolution.
• Responding to general requests relating to specimen requirements and collection guidelines, faxing of written reports, confirmation of sample receipt and verification of transfusion date/type, TAT etc.
• Retrieval and triage of requests for data/demographic changes.
• Monitoring and responding to client internet requests.
• Support client coordinators with any software questions
• Coordinate/host web meetings with clients and demonstrate software features
• Manage day-to-day client interactions and client expectations
• Communicate effectively with clients to identify needs
• Gather feedback from clients for future enhancements
• Perform testing for current and new software releases
• Create and update user guides

Skills on Resume: 

• Technical Support Skills (Hard Skills)
• Product Knowledge (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Issue Resolution (Hard Skills)
• Administrative Support (Hard Skills)
• Data Management (Hard Skills)
• Digital Communication (Hard Skills)
• Software Support (Hard Skills)

Job Summary:

• Maintaining a systematic filing protocol.
• Collecting financial data from clients.
• Populating financial planning software with planning data.
• Running various financial reports based on a completed financial plan.
• Keep office inventory stocked, prepare conference rooms for all meetings and maintain the organization and tidiness of the office.
• Manage and coordinate all client and firm related event planning.
• Assist the adviser and firm in marketing-related tasks. 
• Assist colleagues with various administrative tasks 
• Ensures delivery of excellent customer service through fast and accurate processing of orders, communication, and coordinating with other departments to resolve inquires
• Follows up with clients to ensure that are satisfied with the company product or service
• Deliver sales presentations in order to generate account acquisitions and build customer rapport

Skills on Resume: 

• Organizational Skills (Hard Skills)
• Financial Data Collection (Hard Skills)
• Financial Planning Software (Hard Skills)
• Financial Reporting (Hard Skills)
• Office Management (Hard Skills)
• Event Planning (Hard Skills)
• Marketing Support (Hard Skills)
• Customer Service (Soft Skills)

Job Summary:

• Main Responsibilities/Client Service Representative
• Establish strong relationships and partnerships with clients at the ground level. 
• Understand and anticipate business and operational needs and react accordingly
• Ensure that SOP’s are followed and that changes are addressed with the service team and CRC
• Address any client issues, challenges, or performance and service gaps quickly and effectively
• Ensure that all services provided meet Omnitrans standards of excellence, including timely responses, proactive problem solving, and with a mindset to put the clients’ needs first.
• Understand current procedures of stages of an IF shipment, from booking through to delivery and billing
• Assist in identifying methodologies that would lead to time/efficiency savings and implement changes
• Ensure that a best practices approach is followed at all times. 
• Use tools available to validate and monitor team follow-up and accountability are used according to defined day to day supervisory tasks
• Ensure client profiles and specific Standard Operating Procedures (SOP) are maintained and adhered to
• Ensure that all team files are kept up to date

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Business Acumen (Hard Skills)
• Problem Solving (Hard Skills)
• Service Excellence (Soft Skills)
• Logistics Expertise (Hard Skills)
• Process Improvement (Hard Skills)
• Adherence to SOPs (Hard Skills)
• Monitoring and Accountability (Hard Skills)

Job Summary:

• Provide operational support associated with new and existing clients
• On-boarding, correspondence, preparation, and execution of all custodial and firm-specific documentation
• Provide direct support to all financial advisors
• Substantive client and custodial communications, scheduling, organization, and client presentations
• Coordinate preparation of financial plans, annual or quarterly reviews, and other meeting materials
• Conduct extensive and ongoing data entry, auditing, and maintenance within CRM and investment management software
• Maintain files and records according to SEC rules and regulations, including daily trade audits
• Prepare consolidated reports, meeting agendas, and other client or advisor requests
• Managed reception area including answering and transferring calls, greeting visitors and vendors
• Maintain stock lists and order office supplies
• Receive, organize and distribute mail, deposit checks for company and clients

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Financial Services Support (Hard Skills)
• Communication Skills (Soft Skills)
• Organizational Skills (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Report Preparation (Hard Skills)
• Administrative Support (Hard Skills)
• Detail Orientation (Soft Skills)

Job Summary:

• Manage ongoing client relationships and own client onboarding
• Handle client requests and reconcile accounts
• Add, delete, and cancel contracts
• Coordinate with compliance and trading on the addition of new clients
• Complete expense reports, organizing documents, scheduling appointments and travel arrangements
• Contact clients for approvals
• Support appropriate sales personnel
• Work directly with clients, account executives and production staff in a fast paced, creative environment
• Oversee multiple projects for high-profile customers from start to finish
• Act as the primary point of contact for multiple clients
• Assist clients and internal staff to identify workable production solutions for challenging projects
• Communicate and coordinate with other service locations nationally as well as subcontractors, vendors and installers to ensure a quality product within time restrictions

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Client Onboarding (Hard Skills)
• Account Reconciliation (Hard Skills)
• Contract Management (Hard Skills)
• Coordination with Compliance and Trading (Hard Skills)
• Administrative Support (Hard Skills)
• Client Communication (Soft Skills)
• Project Management (Hard Skills)

Job Summary:

• Respond to end customer, reseller, and internal Autodesk inquiries via various channels including phone, chat, web, and email
• Analyze customer queries and research information to solve each request.
• Promote the purchase of Autodesk products by giving recommendations, identifying up-sell opportunities, and qualifying leads
• Document requests and resolutions to promote knowledge-sharing
• Collaborate with team members as well as other departments (i.e., technical support, IT, sales, management) to help support and drive the resolution of issues.
• Ensure Autodesk customers have immediate access to all software products purchased
• Receive, investigate, and respond to customer inquiries regarding products, verification, registration and activation, license fulfillment, and complaints.
• Communicate and work closely with local sales office to address customer-related issues and order questions
• Educate customers/partners on resources available and promote the self-service tools. 
• Providing hands-on training, creating effective content
• Execute readiness call activities and delivering webinars externally/internally

Skills on Resume: 

• Customer Service (Hard Skills)
• Problem-Solving (Hard Skills)
• Sales Skills (Hard Skills)
• Documentation (Hard Skills)
• Collaboration (Soft Skills)
• Product Knowledge (Hard Skills)
• Customer Relationship Management (Hard Skills)
• Training and Education (Soft Skills)

Job Summary:

• Represent The Company positively and professionally in all interactions with external clients.
• Support internal operations and external clients to maintain operational success.
• Assist with the development of tools that contribute to the efficiency and productivity of the entire Client Services team.
• Assist with resolution and documentation of client issues.
• Participate in client meetings and conference calls between The Company and external clients.
• Coordinate and deliver client special projects and reporting. (example: Reconciliation of Inventory & Client Audits)
• Identify and document programming tickets for needed client changes and development.
• Document and maintain procedures for all tasks.
• Provide cross-training to other Client Service team members
• Support the Client Services team to ensure that The Company is meeting deadlines and deliverables
• Maintain client reporting schedule and month-end processing.
• Provide summary communications to the Assistant Managers and Manager of Client Services.

Skills on Resume: 

• Professional Representation (Soft Skills)
• Operational Support (Hard Skills)
• Tool Development (Hard Skills)
• Issue Resolution (Hard Skills)
• Client Meetings (Soft Skills)
• Project Coordination (Hard Skills)
• Ticket Management (Hard Skills)
• Documentation and Procedure Maintenance (Hard Skills)

Job Summary:

• Support Financial and Stewardship Consultants in the Iowa market.
• Effectively manage product and service inquiries and questions from clients.
• Upon recommendation from Consultants, assist clients throughout entire application processes for various products and services.
• Prepare issued policies for mailing or appointment.
• Manage any additional follow-up items from meetings as directed by Financial/Stewardship Consultants.
• Using the Everence client database system (CRM) to effectively manage and analyze client data.
• Using specialized software, including LaserApp, OnBase, Portfolio Link, and Innovest.
• Prepare illustrations, reports and forms for advisor and client.
• Develop relationships with pastors and congregational Stewardship Advocates, 
• Support Stewardship Consultants’ efforts to encourage financial stewardship education activities in congregations.
• Process incoming mail and handle requests.

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Application Assistance (Hard Skills)
• Policy Preparation (Hard Skills)
• Meeting Follow-Up (Hard Skills)
• CRM Utilization (Hard Skills)
• Specialized Software (Hard Skills)
• Stewardship Support (Soft Skills)
• Mail Processing and request handling (Hard Skills)

Job Summary:

• Handle mailings and place follow-up calls.
• Give leadership in the coordination of marketing and events.
• Working knowledge of Everence Foundation and Everence Trust Company processes
• Support the workflow of MF/ETC transactions.
• Give leadership to office management functions.
• Serve as the face of the firm, providing superb customer service with a positive attitude
• Answer inbound calls from current and potential clients
• Follow up with clients to gain additional information, relay information, and answer any questions asked
• Enter data into the company’s system efficiently and correctly
• Assist in marketing initiatives regarding mailouts, marketing calendars and promotional items

Skills on Resume: 

• Customer Service (Soft Skills)
• Communication Skills (Hard Skills)
• Data Entry (Hard Skills)
• Leadership in Event Coordination (Soft Skills)
• Office Management (Hard Skills)
• Marketing Support (Hard Skills)
• Follow-Up Skills (Soft Skills)

Job Summary:

• Assist in the day-to-day aspects of the sales department including Managed Service Agreement preparation, quoting products and labor
• Prepare client quotes for software license renewals and small projects.
• Follow up on proposals and agreements, work with Account Execs to close business.
• Conduct research and follow up for Quotes.
• Research on product/sales-related issues.
• Assist in managing the quoting queue and internal/external requests
• Schedule quarterly client meetings
• Maintain CRM database including client details, the status of quotes and tickets, etc.
• Assist Sales Manager with various projects and tasks that provide a well-rounded understanding of business operations.
• Assist with content for the Client website including Tech Blog & Whitepapers
• Assist with public relations programs including tradeshows, seminars and networking events.

Skills on Resume: 

• Managed Service Agreement Preparation (Hard Skills)
• Quoting Products and Labor (Hard Skills)
• Follow-Up and Closing Business (Hard Skills)
• Research Skills (Hard Skills)
• CRM Management (Hard Skills)
• Client Meeting Scheduling (Hard Skills)
• Content Development (Hard Skills)
• Event Coordination (Hard Skills)

Job Summary:

• Greet clients with a warm, welcoming and professional attitude as enter the office. 
• Answer phones promptly with exceptional client service.
• Manage phone messages and contacts in firm CRM.
• Scheduling and coordinating client meetings.
• Assist advisers in preparing client account paperwork including appropriate applications, forms, consolidated statements, etc, following up on new account opening and forms processing. 
• Assist advisers with aspects of client relationships, case prep + meeting notes and meeting follow-up.
• Demonstrate diligence with follow-through on all client requests and issues.
• Become informed about and involved with clients’ financial situations.
• Prepare correspondences, emails and reports.
• Filing, scanning and copying documents.

Skills on Resume: 

• Excellent Communication Skills (Hard Skills)
• Organization and Time Management (Hard Skills)
• Attention to Detail (Hard Skills)
• CRM Management (Hard Skills)
• Financial Acumen (Hard Skills)
• Administrative Skills (Hard Skills)
• Customer Service (Soft Skills)
• Client Relationship Management (Soft Skills)