Client Service Representative

1 month ago


Rochester, United States Compeer Financial Full time

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture Tell me more about this opportunity. Position Overview: This position supports various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support. Works closely with internal and external clients as well as third parties throughout all phases of loan/lease cycles including post close servicing, documentation and final exit.Essential Functions:Establishes, develops and maintains a strong relationship with internal and external clients and third parties. Acts as a liaison between the organization, clients and third parties.Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.Educates the team, clients and third parties on policies, processes, transactional delivery and servicing.Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action.Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on short term transactions.Accurately processes receipts, disbursements and maintenance to client accounts.Scans and indexes documents into archival system.Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.Assists financial officers in determining appropriate client products and delivery tools.Minimum Qualifications & Required Knowledge, Skills and Abilities:High school diploma or GED; secondary education preferred.Previous client service experience, preferably in a financial institution.Preferred general knowledge of farming operations and agriculture.Preferred general knowledge of basic accounting principles and procedures.Attention to detail and accuracy.Problem solving and basic mathematical skills.Strong organizational, listening, written/verbal communication and interpersonal skills.Computer skills, including Microsoft Office applications and and/or other systems needed to perform functions of the role. Who is Compeer Financial? Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities. Why join our team? Amazing team members who are passionate about serving agriculture and rural America.Investment in our team members' education, growth and development.Engagement in our communities through giving back and volunteerism.Flexible, collaborative and dynamic work environment.Great benefits:Medical, Dental, Vision insurance401K (3% Compeer contribution & up to an additional 6% match)Paid time off (vacation, sick leave, holidays, volunteer time)Find out why our team members choose Compeer Financial by watching this video . How do I apply? Qualified candidates, please apply online at www.compeer.com/careers .Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.



  • Rochester, United States Randstad North America, Inc. Full time

    Randstad has an exciting opportunity currently available in Rochester, NY! We are looking for experienced Client Service Representatives to join this team! This position has permanent potential with one of our clients, a Financial Services Company. - Client Service, Representative, Service, Retail, Staffing, Client


  • Rochester, United States Animal Hospital of Pittsford Full time

    Description Position at Animal Hospital of Pittsford Client Service Representative (Part-Time) Animal Hospital of Pittsford/Animal Urgent Care is in search of a part-time Client Service Representative to join our growing team!We offer an AMAZING benefits package- which includes paid time off, 401k, medical/dental/vision insurance, HSA and FSA available,...


  • Rochester, United States Animal Hospital of Pittsford Full time

    Description Position at Animal Hospital of Pittsford Client Service Representative (Part-Time) Animal Hospital of Pittsford/Animal Urgent Care is in search of a part-time Client Service Representative to join our growing team! We offer an AMAZING benefits package- which includes paid time off, 401k, medical/dental/vision insurance, HSA and FSA available,...


  • Rochester, United States Heartland Veterinary Partners LLC Full time

    Practice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...


  • Rochester, United States Heartland Veterinary Partners LLC Full time

    Practice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...


  • Rochester, United States Thrive Pet Healthcare Full time

    Suburban Animal Hospital is in search of a full-time Client Service Representative to join our growing team We offer an AMAZING benefits package- which includes 401k, paid continuing education, student loan support, mental health and family support sessions, generous pet discounts, and more Compensation: $16.00- $17.00/hour based on skills and experience Our...


  • Rochester, United States Heartland Veterinary Partners LLC Full time

    Practice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...


  • Rochester, United States Heartland Veterinary Partners LLC Full time

    Job DescriptionPractice:Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your...


  • Rochester, United States Heartland Veterinary Partners LLC Full time

    Practice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...


  • Rochester, United States Randstad Full time

    Randstad has an exciting opportunity currently available in Rochester, NY! We are looking for experienced Client Service Representatives to join this team! This position has permanent potential with one of our clients, a Financial Services Company. ***Candidates must be willing to work onsite for 4 weeks for training and 1 day per week once training is...


  • Rochester, United States Rochester Community Animal Clinic Full time

    Description Position at Rochester Community Animal Clinic Rochester Community Animal Clinic is in search of a part-time Client Service Representative to join our growing team! We offer an AMAZING benefits package- which includes 401k, paid continuing education, student loan support, mental health and family support sessions, generous pet discounts, and...


  • Rochester, MN, United States Heartland Veterinary Partners LLC Full time

    Practice: Broadway Veterinary Hospital opened in June 2007. The team has a combined total of 45 years of clinical experience and practices thorough and compassionate veterinary medicine, surgery, and dentistry. Recognizing that every pet is unique, we will spend the time necessary to provide the options and information needed to give your pets the best...


  • Rochester, United States Moon Moments Ltd Full time

    CSR - Join Our client's Team in Rochester, NY! We are excited to introduce a fantastic opportunity as a Customer Service Representative (CSR) within our client's team. Position: Customer Service Representative (CSR) Location: On-site, Rochester, NY Responsibilities: Provide exceptional customer service by promptly and professionally addressing inquiries and...


  • Rochester, New York, United States Van Travis - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our clients, providing exceptional customer service, and educating them on insurance...


  • Rochester, Michigan, United States Julie Tourangeau - State Farm Agent Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at Julie Tourangeau - State Farm Agent. As a key member of our agency, you will be responsible for delivering exceptional client experiences that drive business growth.ResponsibilitiesManage customer inquiries and resolve issues in a timely and professional...


  • Rochester, New York, United States NBT Bank Full time

    Job Summary:NBT Bank is seeking a skilled Customer Service Representative to join our team in the Participant Service Center. As a key member of our support team, you will be responsible for delivering exceptional service to our clients, plan sponsors, and their retirement plan participants.Key Responsibilities: Provide support on products and services...


  • Rochester, New York, United States South Towne Veterinary Hospital Full time

    Job SummaryThe Customer Service Representative serves as the primary point of contact for our clients and their pets, providing exceptional service and support in a fast-paced hospital environment.Key ResponsibilitiesAnswer telephones and greet clients in a professional and friendly mannerScreen calls and refer clients to other staff members as neededProvide...


  • Rochester, Michigan, United States Henderson Glass Full time

    Customer Service Representative Job SummaryHenderson Glass is seeking a skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving customer complaints in a professional and empathetic...


  • Rochester Hills, Michigan, United States ABC Valued Client Full time

    At ABC Valued Client, we are seeking a highly motivated and results-driven Account Manager to join our dynamic team. As an Account Manager, you will be responsible for providing exceptional customer service, educating customers on our product offerings, and processing loan applications. You will also be responsible for safeguarding and maintaining customer...


  • Rochester, Michigan, United States Hand & Stone - IL, MI, OH, WI Full time

    Job OverviewHand & Stone Massage and Facial Spa is a leading provider of membership-based spa services, with over 500 locations across the US and Canada. We are seeking a highly motivated and customer-focused individual to join our team as a Spa Service Representative.Key ResponsibilitiesMeet membership sales goals and provide exceptional customer service to...