Job Summary:

• Liaising with team members to initiate, complete and track product trials with prospective clients.
• Actively participate in product implementation to ensure a timely, smooth and positive experience.
• Proactively contact all users within a defined set of accounts to ensure all are trained in relevant product sets driving usage and improving retention.
• Manage a defined set of pooled accounts, both reactionary and proactively, to ensure proper coverage and revenue attainment.
• Cultivate a strong business relationship with end-users to best understand needs
• Building customer loyalty and minimizing the risk of cancellation.
• Prepare and deliver instructor-led or web-based training on DJ products to drive usage
• Highlighting the most relevant features and benefits so clients realize the return on investment.
• Communicate with end-users primarily via phone, email and web-conferencing technology.
• Manage tasks and ad hoc requests to meet customer expectations
• Assess and clarify client needs on an ongoing basis
• Identifying opportunities and risks

Job Summary:

• Customer Relationship Management (Soft Skills)
• Training and Education (Hard Skills)
• Account Management (Hard Skills)
• Product Implementation (Hard Skills)
• Communication Skills (Soft Skills)
• Problem Solving (Soft Skills)
• Product Knowledge (Hard Skills)
• Project Management (Hard Skills)

Job Summary:

• Supporting client and internal teams
• Providing clear communication and outstanding client solutions support
• Striving to become a subject matter expert, and helping to identify client objectives, strategy, and project requirements
• Being extremely organized, and creating and maintaining detailed project documentation and records
• Managing project deadlines and deliverables, consolidating assets for production and campaign setup
• Assist the Client Success Manager and team, to help drive further success 
• Take pride in delivering high-quality campaigns, for clients and for readership
• Initiate outbound and receive inbound phone calls including intake of prospective clients
• Provide ongoing client relationship management by monitoring and responding to email and SMS messages from clients and completing tasks associated with moving the client’s case forward
• Effectively manage difficult situations by identifying the root cause and finding solutions that increase client satisfaction
• Initiate the execution of retainer paperwork over the phone
• Maintain a confidential, HIPAA-compliant environment

Skills on Resume: 

• Supporting Client and Internal Teams (Soft Skills)
• Clear Communication and Client Solutions (Soft Skills)
• Subject Matter Expertise (Hard Skills)
• Organizational Skills (Hard Skills)
• Project Management (Hard Skills)
• Client Success Support (Soft Skills)
• Quality Delivery (Hard Skills)
• Client Relationship Management (Soft Skills)

Job Summary:

• Acts as the primary liaison between Custom Staffing and the Customer. 
• Responsible for growing relationships and creating new opportunities with assigned accounts.
• Communicates with customers by phone, email, or in person and receives orders, enters and maintains data and all pertinent activity in ATS for applicants, orders, and clients.
• Oversees and responds to concerns regarding the employee's performance for the customer, including counseling/disciplining, termination and removal from the job assignment.
• Follows up with clients with a high sense of urgency to deliver information (ie: call offs, rosters, etc.)
• Identifies and works to resolve customer/applicant related issues with a high sense of urgency, while consistently looking for opportunities to improve the customer experience.
• Maintains a high level of rapport with clients, staffing and applicants.
• Works with the branch team to develop recruiting strategies and campaigns to attract and retain talent."
• Develop and maintain relationships with commercial client representatives to support claims programs and processes
• Recommend, implement, and maintain procedures for claims processing
• Manage escalations with both clients and CPR stores
• Support automation efforts and data tracking and QC
• Document standard operating procedures

Skills on Resume: 

• Customer Relationship Management (Soft Skills)
• Communication Skills (Soft Skills)
• Problem Solving and Conflict Resolution (Soft Skills)
• Data Management (Hard Skills)
• Client Management (Soft Skills)
• Recruitment Strategy Development (Hard Skills)
• Process Improvement (Hard Skills)
• Technical Skills (Hard Skills)

Job Summary:

• Support an array of client relationship management activities and client initiatives in both separately managed accounts and commingled funds.
• Respond to and resolve client, consultant, and custodian inquiries in a timely and effective manner.
• Coordinate investor cash flow activity including ensuring timely review and sign-off forms by administrators/transfer agents, 
• Communicating with clients and coordinating trading plans with the portfolio management team.
• Manage internal and external communications regarding account operational topics.
• Collaborating across internal teams to resolve client concerns/issues
• Escalate client matters/concerns to Relationship Management when appropriate.
• Manage time-sensitive projects.
• Monitor and prepare reporting for aging claims to ensure timeliness of client payments and store SLA compliance
• Work with management to analyze performance reporting and target areas for improvement with existing clients and programs
• Onboard new clients and programs with the Commercial Account Manager

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Effective Communication (Soft Skills)
• Operational Coordination (Hard Skills)
• Internal Collaboration (Soft Skills)
• Issue Escalation (Soft Skills)
• Project Management (Hard Skills)
• Performance Analysis and Reporting (Hard Skills)
• Client Onboarding (Hard Skills)

Job Summary:

• Inspect incoming samples and verify complete and accurate submittal paperwork is present.
• Communicate directly with clients via phone and email, regarding questions, clarifications or discrepancies regarding incoming samples.
• Log Incoming samples into the Laboratory Information Management System (LIMS).
• Proof sample entries in the LIMS.
• Send Sample Receipt Confirmation emails to clients.
• Build analytical reports from the LIMS.
• Review and send analytical reports to clients.
• Scan all incoming sample submittal paperwork and save documents to the main computer server.
• Maintain proper filing and storage of physical sample submittal paperwork.
• Respond to inquiries from clients, whether received by phone or email.
• Answer phones in a timely, courteous manner.
• Maintain good client relationships.
• Adhere to internal standards, policies and procedures.

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Communication Skills (Soft Skills)
• Data Management (Hard Skills)
• Client Service Orientation (Soft Skills)
• Organizational Skills (Soft Skills)
• Customer Relationship Management (Soft Skills)
• Adherence to Procedures (Soft Skills)
• Multitasking and Time Management (Soft Skills)

Job Summary:

• Maintain employee/client emails from the C.I mailbox with SME guidance.
• Escalate where appropriate. 
• Provide timely due diligence for new C.I organizations
• Complete day-to-day review of all transactions (:1,500 total transactions/year across all programs) 
• Manage new organizations process (:300 new organizations/year).
• Support the Community Impact quarterly disbursement process, promotes volunteer opportunities through the Pittsburgh Campus team, 
• Works with Marketing to update the C.I branding,
• Assists with the launch and implantation of C.I program enhancements/projects throughout the year
• Responding to inquiries and general information requests from customers
• Managing incoming phone and web orders, completing order entry process and provide estimate requests
• Track and record customer returns authorization requests and credit memos
• Follow up and initiate and record any freight claims

Skills on Resume: 

• Email Management and Communication (Hard Skills)
• Due Diligence (Hard Skills)
• Transaction Review (Hard Skills)
• New Organizations Management (Hard Skills)
• Community Engagement Support (Soft Skills)
• Brand Management (Hard Skills)
• Project Implementation (Hard Skills)
• Customer Service (Soft Skills)

Job Summary:

• Work with the Leader and a growing team of co-workers to ensure that standards set in Service Level Agreements are being met for all assigned tasks.
• Maintain key fields for all accounts
• Manage account closing process
• Work with client service teams to resolve client questions
• Act as a resource on client portal setup and maintenance
• Coordinate asset movement with other custodians including reconciliations of positions & follow-up (obtaining cost basis information, acquisition dates if missing)
• Address all inquiries in a timely fashion
• Provide backup to all other Middle Office desks on an as-needed basis due to illness and/or vacation
• Reviewing dealer websites for potential customer service issues and follow up as necessary
• Work directly with the manufacturing facility to provide part replacements to customers for missing, damaged or defective products
• Work alongside Account Managers on developing and executing a plan on customer programs
• Prepare Product Line Review and open new accounts

Skills on Resume: 

• Service Level Agreement Management (Hard Skills)
• Account Management (Hard Skills)
• Client Interaction and Issue Resolution (Hard Skills)
• Client Portal Management (Hard Skills)
• Asset Management and Reconciliation (Hard Skills)
• Timely Response and Inquiry Handling (Hard Skills)
• Backup Support and Team Collaboration (Soft Skills)
• Customer Service and Program Development (Soft Skills)

Job Summary:

• Manage day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. 
• Inquiry types include data reconciliation and validation, data delivery logistics, and mathematical in nature within the context of client servicing On occasion, 
• Coordinating team task deliverables and client communications. 
• Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs
• Capture and report client statistics, trends, and metrics based on a series of quantitative measures (e.g. Assets Under Management)
• Prepare billing reports based on clients’ contractual schedules including the presentation of trend/profitability analysis to Senior Management and Finance
• Provide overall support and customer service to the entirety of Services clients
• Ensuring team coverage model of 7am-7pm CST is in place and operating daily
• Assist all team members with daily project management, data validation, and data deliverables
• Supporting the adoption of new services
• Documenting concerns, accrual reporting and scoping requirements
• Manage exception files and other recurring deliverables

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Quantitative Analysis (Hard Skills)
• Project Management (Hard Skills)
• Customer Service Orientation (Soft Skills)
• Team Coordination and Support (Hard Skills)
• Financial Acumen (Hard Skills)
• Communication Skills (Soft Skills)
• Adaptability and Problem Solving (Soft Skills)

Job Summary:

• Research and resolve customer/client issues, which require in-depth research
• Provide a written explanation of research issues.
• Handle assigned departmental administration tasks with the highest level of quality (100%) while adhering to and complying with department and company processing and procedural guidelines.
• Respond to client’s inquiries, providing appropriate information for the resolution of mortgage servicing issues
• Ensure all emails and/or calls are responded to in specified time frames per client service level agreements (SLAs).
• Handle client inquiries via email and/ or toll-free client experience assist lines. 
• Remain purposefully engaged in all team, unit, department, and company activities including client campaigns, team building and company initiatives
• Meet and/or exceed the requirements for all performance-based metrics. 
• Drive customer re-engagement activities such as lost business analysis, win-back proposals, and other account-specific business development programs through via outbound calls, emails and other contact strategies.
• Focused on understanding customer’s needs and pain points, defining clear strategies to win back business, and positioning brand as a premier solution for the customer.
• Work a hybrid schedule from a home office and Plainville MA office. 

Skills on Resume: 

• Research and Problem Solving (Hard Skills)
• Written Communication (Hard Skills)
• Administrative Excellence (Hard Skills)
• Client Interaction (Hard Skills)
• Adherence to SLAs (Hard Skills)
• Engagement and Team Collaboration (Soft Skills)
• Performance Metrics (Hard Skills)
• Customer Relationship Management (Hard Skills)