- 5 years: CRM or ERP system experience
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Guest Service Associate
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XpresSpa Group Naples, United StatesStart a new career as a Guest Service Associate at Naples Wax Center, SW Florida's most luxurious waxing facility. We offer an extended service menu of all body waxing services in the most upscale and comfortable environment. Membership packages and Guest Service, Associate, Gues ...
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Client Service Associate
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Alera Group, Inc. Naples, United StatesBenson Blackburn (an Alera Group company) is seeking an experienced Client Service Associate to join our team Founded in 1976, Benson Blackburn is a specialized insurance consultancy firm with an emphasis in providing exclusive access to Proprietary Client Service, Associate, Ser ...
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Client Service Associate
1 week ago
Stifel Financial Corporation Naples, United StatesThe Client Service Associate supports the Financial Advisor (FA) in the daily administration of theirbusiness by opening new accounts, preparing and processing investment documentation, andmaintaining all related files and paperwork. This position wi Client Service, Associate, Fi ...
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Client Service Associate
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PNC Naples, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
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Client Service Associate
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PNC Financial Services Group, Inc. Naples, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
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Client Service Associate
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Stifel Naples, United StatesSummary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with ...
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Client Services Associate
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Summit Financial Resources, Inc. Naples, United StatesSummary: · An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that valu ...
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Client Service Associate
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TalentWealth Naples, United StatesTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% ...
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Client Service Associate
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PNC Financial Services Group Naples, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
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Client Service Associate
1 week ago
PNC Financial Services Group Naples, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
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Client Service Associate
1 week ago
Stifel Financial Naples, United StatesIf you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: · The Client Service Associate supports the Financial Advi ...
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Client Service Associate
1 week ago
Stifel Naples, United StatesSummary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with ...
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Client Services Associate
6 days ago
Summit Financial Resources, Inc. Naples, United StatesSummary: · An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that val ...
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Client Service Associate
11 hours ago
TalentWealth Naples, United StatesTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $340MM AUM based in Naples, FL is hiring a Client Service Associate to their growing team. This position is 100% ...
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Client Service Associate
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Wealth Enhancement Group Naples, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
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Client Service Associate
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Stifel Naples, United States Full timeSummary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with ...
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Wealth Enhancement Group Acquisition Naples, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
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Sales & Customer Service Associate
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Massage Envy Naples, United StatesOverview · Where Better Careers BeginMassage Envy of Naples: 6345 Naples Blvd Ste A3-4. Naples FL 34109 · Do you have a passion for helping others? At the Massage Envy of Naples franchise, we support and inspire you to be your best while we work together to help clients feel thei ...
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Business Tax Services Associate
3 hours ago
RSM Global Naples, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
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Wealth Enhancement Group Naples, United StatesAbout Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi pro ...
Customer Service Associate - Naples, United States - Oracle Elevator
2 weeks ago
Description
Summary
Under limited supervision of the General Manager, performs various secretarial, office support, and customer service-related tasks according to standard operating procedures.
The Customer Service Associate is a direct report to the General Manager, but also has responsibilities to support other office personnel including, but not limited to, Service Managers, Business Development Managers, and Technicians.
General
Complies with work scheduling and attendance requirements.
Consistently represents the company and its services in a positive manner while taking calls from customers, dispatching as necessary and giving resolution to the caller's request.
Responsible for contract bookings (repair, modernization, and maintenance)
Upgrades non-maintenance customers to maintenance contracts.
Reviews payroll weekly and make necessary changes to ensure hours are correct for field employees.
Complies with the rules of operation, procedures and policy when using company computers.
Receives, opens, screens and routes daily mail to appropriate office.
Organizes and maintains the local branch for the company which includes keeping the office neat, filing, and ordering supplies when needed.
Performs other related duties incidental to the work described herein. This is not intended to be an exhaustive list of all responsibilities and duties required.
Inspections
Provides proposals for customers that do not have inspections as part of their service contract.
Schedules inspection, coordinating with Service Supervisors.
Sets up repair jobs.
Bills completed jobs.
Ensures callback is billed, when necessary, and provides updates to customers as they incur callback charges.
Provides tickets for technicians one month in advance.
Safety
Submits and files Safety Documentation.
Makes sure safety meeting binder has all meetings in the safety binder for the prior month.
Posts meeting sign-in sheet at the end of each week.
Keeps record of Safety Audits.
Notifies General Manager of any deficiencies on a weekly basis.
Modernization and Repair
Assists General Manager in Modernization Projects orders.
Generates purchase orders and sends to vendor.
Keeps material log for projects.
Recommends repair sales from customer inquiries/ time ticket review/ technicians recommendation/inspections to customers based on local office policy.
Field Support
Provides tickets numbers to technicians.
Provides purchase order support, as necessary.
Provides support for new cell phones or phone supplies (i.e. batteries, chargers).
Administration Duties
Sets up Repair Contracts – folder, permits, etc.
Sets up Modernization and Construction Contracts – folders, permits, etc.
Ensures annual documentation is prepared and ready to go out (i.e. Service Job Folders, State Licenses, Business Licenses, Insurance documentation).
Experience
Required
1 year(s): Record keeping
Education
Required
High School or better
Preferred
Bachelors or better in Business Administration
Associates or better
Skills
Required
Adaptability
Billing
Communication Skills
Computer/Technical Literacy
Microsoft Excel
Interpersonal Skills
Listening
Managing Multiple Projects
Planning/Organizing
Microsoft Word
Preferred
Collections
Leadership/Management Skills
Microsoft PowerPoint
Research Skills
Behaviors
Required
Team Player:
Works well as a member of a group
Innovative:
Consistently introduces new ideas and demonstrates original thinking
Detail Oriented:
Capable of carrying out a given task with all details necessary to get the task done well
Motivations
Required
Self-Starter:
Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR c)