Client Service Specialist
2 weeks ago
**Client Service Specialist**
The client service specialist is responsible for the operations and marketing of the practice. Duties for this position include (and not limited to):
**Key duties**:
- Manage the calendar(s) of the practice. Set appointments for all client and vendor meetings. Confirm all appointments, etc.
- Work with clients to have all needed information on a regular basis (tax returns, meeting preparation materials, etc.)
- Manage the Contact Management System (client segmentation, service models, point in time contacts, etc.)
- Work with clients to be sure the client is technological ready for meetings and interactions.
- Work with the operations team to be sure business is processed in a timely fashion.
- Auditing and managing practice reports
- Work in conjunction with the Digital Engagement and Social Media Marketing team to supplement digital and social media marketing
- Plan Advisor seminars or Webinars.
- Manage birthday cards, anniversary cards and special event cards (and gifts).
- Research and market to select individuals/businesses who are in the target demographics we want to reach and proactively engage with them.
- Back up other areas in the practice
- Be a substitute for local networking meetings (both in person and virtually)
- Other duties as assigned
- High school diploma and experience, preferable an associate degree and experience
- Excellent oral and written English communication skills. Much of the time this person will be on the telephone, Video, E-mail or social media.
- Must have excellent skills in social media (Facebook, LinkedIn, and Twitter)
- Well versed on standard office equipment and programs including Office 365, sales force and cloud-based technology
- Knowledge of WebEx, Microsoft Teams, Zoom and conference call procedures
- Person must be a self-starter, independent, great time management and prioritization skills and be a good problem solver.
- Must be able to pass a background check
**This is currently Part Time 15-20 hours per week during business hours IN THE OFFICE IN NORTH AUSTIN. This could grow to a full-time position Pay is $18/hour with potential for bonuses**
**Job Type**: Part-time
Pay: $18.00 per hour
Expected hours: 20 per week
Schedule:
- Monday to Friday
**Experience**:
- Customer service: 1 year (preferred)
Work Location: In person
-
Client Care Specialist
3 weeks ago
Austin, United States Gateway Services Inc Full time**Job Overview** The Client Care Specialist reporting into the Care Center Manager, is responsible for the delivery of professional, quality customer service through the effective use of organizational skills, product knowledge, administration, and operations. **Duties & Responsibilities** - Build rapport and assist customers with product orders. -...
-
Client Services Specialist, na Smb
4 weeks ago
Austin, United States TikTok Full timeResponsibilities About Us TikTok is the leading destination for short-form mobile video. At TikTok, our mission is to inspire creativity and bring joy. TikTok's global headquarters are in Los Angeles and Singapore, and its offices include New York, London, Dublin, Paris, Berlin, Dubai, Jakarta, Seoul, and Tokyo. Why Join Us Creation is the core of TikTok's...
-
Client Care Specialist
4 weeks ago
Austin, United States DigitalBGA Full timeJob DescriptionJob DescriptionLuminary Life, powered by DigitalBGA, is thrilled to announce we are hiring in Austin, TX. We are actively seeking qualified individuals to join one of the fastest-growing private companies in the nation according to Inc. 5000.Generous wage + health benefits. No work on nights or weekends. Career development opportunities. Are...
-
Client Support Specialist
2 weeks ago
Austin, United States IBT Apps Full timeIBT Apps is currently looking to recruit a suitable candidate for the position of Client Support Specialist. This person is responsible for the i2Suite application that encompasses IBT Apps reporting function offering efficient, customizable, and automated reporting at the regulatory, board, executive and line management levels. The i2suite application...
-
Client Support Specialist
4 weeks ago
Austin, United States IBT Apps Full timeJob DescriptionJob DescriptionSalary: IBT Apps is currently looking to recruit a suitable candidate for the position of Client Support Specialist. This person is responsible for the i2Suite application that encompasses IBT Apps reporting function offering efficient, customizable, and automated reporting at the regulatory, board, executive and line management...
-
Client Onboarding Specialist
2 weeks ago
Austin, United States National Credit Center Full timeThis is an on-site role in Austin, TX The Onboarding/Implementation Specialist is responsible for coordinating all post-sale onboarding activities via webinars for each new customer account procured by National Credit Center sales teams. This includes, but is not limited to, coordination and execution of the new account onboarding, training, and launch of...
-
Client Service Leader
2 weeks ago
Austin, United States CDM Smith Full timeJob Description As a member of this team, you would contribute to CDM Smith's mission by: * Leading and creating client engagement strategies and pursuit plans for municipal clients in the greater Austin/central Texas regional markets * Developing new business, creating and maintaining high value relationships with clients * Leading the strategy for client...
-
Client Onboarding Specialist
2 weeks ago
Austin, United States National Credit Center Full timeThis is an on-site role in Austin, TX The Onboarding/Implementation Specialist is responsible for coordinating all post-sale onboarding activities via webinars for each new customer account procured by National Credit Center sales teams. This includes, but is not limited to, coordination and execution of the new account onboarding, training, and launch of...
-
New Client Specialist
6 days ago
Austin, United States Easy Pay Direct Full time*New Client Specialist (INBOUND Sales)*1st Year Compensation: $63,000 Average ($55,000/year BASE + Incentives + Benefits) Online Payments is a very fast growing industry. Easy Pay Direct has been on the fastest growing companies list for the last several years. Today they are positioned to leverage their brand and experience in several verticals to dominate...
-
New Client Specialist
1 week ago
Austin, United States Easy Pay Direct Full time**New Client Specialist** (INBOUND Sales)** **1st Year Compensation: $63,000 Average** ($55,000/year BASE + Incentives + Benefits) **Online Payments is a **_very_** fast growing industry.** Easy Pay Direct has been on the fastest growing companies list for the last several years. Today they are positioned to leverage their brand and experience in several...
-
New Client Specialist
2 weeks ago
Austin, United States Easy Pay Direct Full time*New Client Specialist (INBOUND Sales)*1st Year Compensation: $63,000 Average($55,000/year BASE + Incentives + Benefits)Online Payments is a very fast growing industry.Easy Pay Direct has been on the fastest growing companies list for the last several years. Today they are positioned to leverage their brand and experience in several verticals to dominate...
-
Client Services Intern
1 week ago
Austin, United States Teacher Retirement System of Texas Full timeClient Services - Assists with answering and logging TRS user calls utilizing Client Services management software. - Assists with troubleshooting routine PC hardware and software problems with users via telephone, email, and Microsoft Teams. - Assist Client Service, Intern, Insurance, Business Services, Client
-
Client Services Coordinator
4 weeks ago
Austin, United States Unrivaled Group Full timePosted: February 5, 2024- Location: Austin, TX - Reports to: VP of Client Services - Salary: Based on experience **Ready to apply?**: **Role Description**: As an Account Coordinator at our agency, you will be part of a talented team of Client Services leaders developing and implementing strategy, creative and marketing deliverables for world-class sports...
-
Client Service Representative
2 weeks ago
Austin, United States VCA Animal Hospitals, Inc. Full timeLakeline Animal Hospital 12010 Ranch Rd 620 N - Austin, TX 78750 ESSENTIAL FUNCTIONS: - Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms - Scheduling and confirming appoi Client Service, Representative, Service, Animal Care, Retail, Client
-
Client Service Representative
2 weeks ago
Austin, United States VCA Animal Hospitals, Inc. Full timeLocation: VCA Tanglewood Animal Hospital 9125 Menchaca Rd. Austin, Tx 78748 Client Service Representative. Do you love people and their pets? We are looking for a warm, friendly person, that wants to help people help their pets! We believe in caring Client Service, Representative, Service, Client, Animal Care, Retail
-
Client Service Representative
1 week ago
Austin, United States VCA Animal Hospitals, Inc. Full timeVCA Anderson Mill Animal Hospital is a busy, 3-doctor, AAHA-accredited, small animal practice located in Austin, Texas. Our hospital has been serving the north Austin community for over 40 years. Client Service Representative. Are you looking to join Client Service, Representative, Service, Client, Animal Care, Retail, Animal, Hospital
-
Client Service Representative
2 weeks ago
Austin, United States Mission Wealth Management LP Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate...
-
Client Support Specialist
3 weeks ago
Austin, United States Overhaul LLC Full time**Client Support Specialist** at Overhaul Austin, Texas, United States **Who We Are** Overhaul is looking for energetic, analytical, and quality-focused team members to join their C3 Monitoring and 24/7 Customer Support Team as Watch Officers. Overhaul is a supply chain integrity solutions company that allows shippers to connect disparate sources of data...
-
Client Services Representative
2 weeks ago
Austin, United States The HT Group Full timeLocation: Austin Type: Contract to Hire Job #18586 Salary: $19.50 USD The HT Group is partnering with an established insurance provider here in North Central Austin who is looking for a Client Services Representative II to assist their team! The ideal candidate will have prior customer service experience, excellent communication skills and must be tech...
-
CLIENT CARE SPECIALIST
2 weeks ago
Austin, TX 78754, USA, United States DigitalBGA Full timeLuminary Life, powered by DigitalBGA, is thrilled to announce we are hiring in Austin, TX. We are actively seeking qualified individuals to join one of the fastest-growing private companies in the nation according to Inc. 5000.Generous wage + health benefits. No work on nights or weekends. Career development opportunities. Are you outgoing with excellent...