• Serve as the first point of contact for clients and employees during the onboarding phase.
• Manage incoming emails in the email box, respond and/or assign in accordance with company guidelines and SLAs
• Take ownership of assigned queries, liaising with the appropriate team to ensure satisfactory resolution for client on more complex issues.
• Respond to all client and employee queries, adhering to but preferably exceeding company SLA’s at all times.
• Escalate any service issues that may arise within company guidelines and SLA’s to the Client Relationship Manager.
• Work closely with Client Relationship Managers on day-to-day tasks/escalations.
• Maintain appropriate CRM records (SalesForce).
• Ensure all calls are logged on the company CRM in a timely basis and records maintained on all client/employee interaction.
• Assist the team in building and maintaining strong, long-lasting client relationships.
• Liaise with cross-functional internal teams to improve the entire customer experience.

Skills: Customer Service Experience, Inbound Call Center Experience, Proficiency in Healthcare Applications, Communication and Relationship Building, Organizational and Data Collection Skills, Analytical and Problem-Solving Skills, Adaptability and Prioritization, Knowledge of Healthcare Operations

• Placing trades / rebalancing accounts / making portfolio allocations as per instruction of the financial advisor
• Operate with a proactive approach to advisors & clients
• Complete & process new client applications
• Maintain database programs
• Respond to client inquiries
• Opening, closing & transferring of accounts
• Generate and provide various reports to the Advisor
• Follow-up on pending business with companies and clients
• Assist advisor with pre-appointment preparation
• Resolve any issues regarding new accounts
• Complete each service request and resolve client issues

Skills: Portfolio Management, Client Relationship Management, Administrative Efficiency, Database Management, Client Support, Account Operations, Reporting Skills, Problem Solving and Resolution

• Utilizing today’s high-tech tools and platforms to contact new customers and generate new business.
• Make multiple outbound calls daily to potential Influencers, general contractors, designers, and decision-makers.
• Take 100% ownership of the building and creating own pipeline as well as utilizing the pipeline we currently have in order to investigate future business.
• Respond to customers queries in a timely and accurate manner, via phone, text, and email.
• Update internal database with information regarding projects, clients, products
• Work closely with Management/Executives to troubleshoot current or potential future issues that could negatively affect a project.
• Research and resolve difficult client question. 
• Utilize the council of management team to understand and acquire the answers.
• Utilize social media platforms to highlight SDI products, projects, and capabilities.
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission

Skills: Sales and Business Development, Outbound Communication, Pipeline Management, Customer Service, Database Management, Problem Solving and Collaboration, Client Relationship Management, Social Media Engagement

• Contact with internal clients -processing orders, resolving any issues, request for assistance.
• Perform due diligence online search requests, involving Secured transactions, liens, litigation and/or bankruptcies for corporate and individual names
• Ability to respond promptly to internal client questions and concerns
• Helping clients to use Cogency's proprietary applications (training provided)
• Working with public offices and commercial agents on the client's behalf
• Reviewing legal documentation
• Present, promote, and sell client services to prospective customers
• Establish and maintain positive business and customer relationships
• Effectively resolve customer needs or complaints with respect and professionalism
• Coordinate with sales team to reach company goals and increase revenue

Skills: Customer Service and Client Interaction, Legal Research and Due Diligence, Training and Application Support, Collaboration and Coordination, Legal Document Review, Sales and Client Service Development, Communication Skills, Problem Solving and Initiative

• Handle client inquiries via phone and email and provide resolution in a timely manner
• Provide in-depth education and assistance on product features, functionality, configuration and technical architecture
• Identify and escalate issues and requests appropriately while maintaining ownership of client interaction
• Ensure the product is being used effectively and appropriately to add value to clients’ financial institutions
• Identify, capture and channel client feedback on product features and functionality to Product Management
• Develop excellent working relationships with colleagues within Customer Service and in the broader organization
• Assist with proactively managing client relationships to maintain and improve client satisfaction and retention
• Support new product launches and new business initiatives including training, marketing activities, feedback to the business, etc.
• Identify sales and up-sell opportunities for the business

Skills: Customer Service Expertise, Product Knowledge, Issue Resolution and Escalation, Client Relationship Management, Feedback Management, Cross-functional Collaboration, Support for Business Initiatives, Sales and Upselling Skills

• Experience in customer service and/or health care/medical office environment.
• Experience in an inbound call center.
• Proficient in the use of multiple computer applications including customer relationship management systems, patient registration and scheduling, electronic health records and billing.
• Excellent communication, customer service and relationship-building behaviors and skills.
• Strong organizational, data collection
• Strong analytical skills, innovative with the ability to identify and solve problems.
• Able to adapt to a fast-paced environment with the ability to prioritize and meet deadlines.
• Experience in customer service and/or health care.
• Experience in Inbound call center.
• Knowledge of medical terminology, commercial and government health insurance, referrals and authorizations and billing guidelines, ACA requirements, 
• Understanding of DRG's, Medical ICD9/ICD10 codes and CPT/HCPC Codes and Modifiers.
• Experience in Epic/EMR

Qualifications: BA in Business Administration with 5 years of Experience

• Experience working with minority populations preferred.
• Good customer service skills.
• Effective communication skills with internal and external contacts at all levels.
• Good organizational skills and attention to detail.
• Solid computer skills and proficiency with MS Word and Excel.
• Basic database skills and math skills.
• Basic proficiency in SQL & Linux required.
• Strong customer orientation and an eagerness to excel and be a part of a dynamic, fast growing team.
• Proven experience in a customer service role required.
• Exposure to financial industry, banking and/or financial markets.
• Excellent verbal, written and problem-solving skills.
• Good knowledge of basic software and the ability to pick up new technology quickly
• Comfortable working with sales goals
• Able to solve problems logically, critically, and empathically

Qualifications: BA in Communications with 4 years of Experience

• Experience in maintaining strong customer relationships
• Experience in ensuring they have updated order status, investigating problems, and achieving resolutions that satisfy the customer
• Experience in Extracting and manipulating data from various systems for creative pricing solutions that drive profitability for the company
• Working closely with multiple departments to review vendor costs, in order to accurately define and execute RFPs
• Experience in preparing quotes, tracking orders, and ensuring final delivery
• Understanding the features and benefits of new and current products in support of the company's marketing and sales initiatives
• Advanced computer skills, specifically Microsoft Excel
• Experience in pricing and analysis within the manufacturing or distribution industries and shipping regulations
• Bilingual in Spanish (especially native speaking, with skills in business writing) 
• Knowledge of Real Estate background

Qualifications: BA in Psychology with 3 years of Experience

• Client service support environment recommended
• Good organization, computer and time management skills for effective multi-tasking
• Management of multiple priorities and able to work independently with minimal supervision
• Great communication style able to adapt to the audience both internally and externally
• Process-oriented and team player
• Excellent language and word choice skills
• Extensive background in a customer service environment.
• Excellent data entry skills and thorough knowledge of Microsoft Office Suite.
• Ability to work well under pressure with excellent organizational skills and attention to detail.
• Ability to interface with multiple parties, both internal and external.
• Professional communication skills, both verbal and written.

Qualifications: BA in Marketing with 4 years of Experience

• Knowledge of the Linux environment.
• Experience working in a Technical Support environment with excellent customer service skills.
• Understanding of the FX market and/or a desire to learn FX. 
• Knowledge of other financial asset classes is helpful.
• Ability to communicate effectively and professionally, both verbally and in writing with customers and colleagues at all levels of technical and non-technical skill sets.
• Knowing the UNIX command line, SQL or Java programming is a plus.
• Positive and helpful attitude to serve customers and assist colleagues.
• Ability to multi-task, prioritize, and deliver in a mission-critical / time-pressured environment.
• Be proactive with good analytical and organizational skills.
• Excellent skills in MS Excel/PowerPoint/ Word/ Outlook
• Technical skills driving innovation and digitalization

Qualifications: BA in Sociology with 3 years of Experience