Client Services Representative

3 months ago

Clarks Summit, United States Baker Tilly US, LLP Full time

Overview:

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities:

Do you want to be a part of a growing team where your skills and experience also grow?

Join Baker Tilly Vantagen, a division of Baker Tilly Advisory Group LP, as a Client Services Representative (temporary) on our Benefits Administration team where exceptional people thrive.

Does this describe you?

  • You are highly organized, detail-oriented and enjoy supporting a team dedicated to providing exceptional client service.
  • You enjoy helping others through a variety of channels, while supporting multiple lines of business.

You want to grow, develop your skills, and build a career now, for tomorrow.

This role is designed to provide our contact center with peak season support, which will begin in September and run through December and possibly extend until March 2025. Option to start mid-August is available. Conversion to a permanent employee at the end of the peak season is a possibility based on need and performance.

Hours of operation are Mon-Fri from 8am-8pm, staggered shifts available.

Responsibilities:

  • Project a professional attitude and positive image.
  • Support large volumes of inbound and outbound contacts promptly.
  • Follow compliance guidelines and reference job aides when addressing varying topics.
  • Identify customer needs, clarify information, research issues and provide next steps and solutions.
  • Maintain ownership of contact experience and resolution for assigned casework.
  • Build sustainable relationships with internal service partners.
  • Keep detailed records of contacts in the agent ticketing system.
  • Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.
  • Maintain awareness of client updates, policy or procedure changes.
  • Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.
  • Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.
  • Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.
  • Adhere to attendance and punctuality standards.
  • Adapt to change and meet the changing demands of the work environment.
  • Assist other department personnel as needed due to fluctuating workloads.
  • Perform other related duties as assigned.
  • Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.
Qualifications:
  • High School Diploma required, Associates Degree preferred.
  • A minimum of 1 year of service experience with high level of customer engagement.
  • A basic understanding of health insurance terminology is preferred.
  • Ability to effectively work in a contact center environment.
  • Ability to work in high pressure environment and deal effectively with all customers.
  • Commitment to high quality service.
  • Excellent oral & written communication skills.
  • Experience working in a remote position.
  • Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.
  • Ability to locate and interpret complex information from a variety of data sources.
  • Ability to work in a fast-paced production and quality environment to meet required standards.


Additional Information:

#LI-MN1

  • Client Service Representative

    2 months ago

    Lee's Summit, United States Frontier Justice Full time

    Job Type Full-time Description POSITION SUMMARY The Frontier Justice Client Service Representative is required to have top notch client service skills and product knowledge, across departments. The Client Service Representative plays a crucial role in ensuring client satisfaction and maintaining positive relationships between Frontier Justice and its...

  • Client Services Coordinator

    4 weeks ago

    Clarks Summit, Pennsylvania, United States Baker Tilly US, LLP Full time

    Overview:Baker Tilly is a prominent advisory, tax, and assurance firm, offering clients a true coast-to-coast and global advantage in key regions of the U.S. and in many of the world's leading financial hubs – New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) deliver...

  • Customer Service Specialist

    4 weeks ago

    Clarks Summit, Pennsylvania, United States Baker Tilly Virchow Krause Full time

    Position OverviewAs a Client Services Representative at Baker Tilly Virchow Krause, you will play a vital role in our Benefits Administration team. Your expertise in client engagement and customer support will be essential in delivering exceptional service to our clients.Key ResponsibilitiesProvide outstanding client support by addressing inquiries and...

  • Customer Service Specialist

    1 month ago

    Clarks Summit, Pennsylvania, United States Baker Tilly Virchow Krause Full time

    Position OverviewAs a Client Services Representative at Baker Tilly Virchow Krause, you will play a vital role in our Benefits Administration team. Your primary focus will be to deliver outstanding client service while ensuring the seamless management of client accounts.Key ResponsibilitiesProvide exceptional support to clients, addressing inquiries and...

  • Personal Lines Customer Service Representative

    4 months ago

    Clarks Summit, United States Allstate Insurance Agency - John Joyce Full time

    Job DescriptionJob DescriptionBenefits/PerksCompetitive PayProfessional DevelopmentJob Stability in a growing industryJob DescriptionThe Personal Lines CSR at Allstate Insurance Agency - John Joyce is responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism...

  • Client Relationship Specialist

    4 weeks ago

    Clarks Summit, Pennsylvania, United States Peoples Security Bank and Trust Company Full time

    Join the Team at Peoples Security Bank & TrustAre you ready to embark on a fulfilling career in the financial sector? At Peoples Security Bank & Trust, we pride ourselves on delivering outstanding service to our clients and communities. We are on the lookout for dedicated Personal Bankers to support our customers with their financial objectives while...

  • Sr Account Services Specialist

    23 hours ago

    Clarks Summit, United States Baker Tilly Advisory Group, LP Full time

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Client Service Associate

    2 weeks ago

    Summit, New Jersey, United States Beacon Pointe Advisors Full time

    Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high net worth individuals, families, and institutions.Responsibilities:Respond to client inquiries and resolve...

  • Client Service Associate

    3 weeks ago

    Summit, United States Beacon Pointe Advisors Full time

    Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Summit, NJ office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...

  • Client Service Associate

    2 weeks ago

    Summit, New Jersey, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high net worth individuals, families, and institutions.Key ResponsibilitiesRespond to client inquiries and requests in a...

  • Client Service Associate

    2 weeks ago

    Summit, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Summit, NJ office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...

  • Financial Services Advisor

    1 month ago

    Clarks Summit, Pennsylvania, United States Peoples Security Bank and Trust Company Full time

    Join the Team at Peoples Security Bank & TrustAre you ready to embark on a fulfilling career in the banking sector? At Peoples Security Bank & Trust, we pride ourselves on delivering outstanding service to our clients and the communities we serve. We are currently on the lookout for dedicated Personal Bankers who will assist our customers with their...

  • Customer Service Representative

    3 weeks ago

    Lee's Summit, Missouri, United States Unity School of Christianity Full time

    Job DetailsJob Title: Part-Time Bilingual Customer Care RepresentativeJob Location: Unity School of ChristianityJob Type: Part-TimeSalary: $19.45 HourlyJob SummaryWe are seeking a highly skilled and bilingual customer care representative to join our team at Unity School of Christianity. As a customer care representative, you will be responsible for providing...

  • Customer Service Representative

    3 days ago

    Lee's Summit, Missouri, United States Unity School of Christianity Full time

    Job Title: Part Time Bilingual Customer Care RepresentativeUnity School of Christianity is seeking a highly skilled and bilingual customer care representative to join our team. As a customer care representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues they may...

  • Customer Service Representative

    5 days ago

    Lee's Summit, Missouri, United States Unity Full time

    Job Title: Part Time Customer Care RepresentativeUnity is seeking a Part Time Customer Care 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.Job Summary:The Part Time Customer Care Representative will be responsible for:Providing expert product...

  • Beauty Brands Client Service Representative

    23 hours ago

    Lee's Summit, Missouri, United States Beauty Brands Full time

    Job DetailsBeauty Brands is seeking a passionate and customer-focused Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service, promoting our products, and driving sales in our retail beauty stores.Key Responsibilities:Create a personalized experience for every customer,...

  • Customer Service Representative

    5 days ago

    Browns Summit, North Carolina, United States Rick Babusiak - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our State Farm Agent team, you will play a vital role in delivering exceptional client experiences and driving the growth of our successful insurance agency.Key ResponsibilitiesProvide top-notch customer...

  • Sales Representative

    1 week ago

    Clarks Summit, Pennsylvania, United States Phoenix Ventures Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Salesperson to join our team at Phoenix Ventures. As a Salesperson, you will be responsible for selling newspapers, books, and additional products to our customers, while also providing excellent customer service and maintaining a high level of product knowledge.Key ResponsibilitiesSell...

  • Customer Service Representative

    1 day ago

    Browns Summit, North Carolina, United States MORRISETTE PACKAGING INC Full time

    Job SummaryMorrisette Packaging Inc is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional...

  • Customer Service Representative

    2 weeks ago

    Lee's Summit, Missouri, United States Unity School of Christianity Full time

    Job SummaryWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at Unity School of Christianity. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key...