Current jobs related to Client Support Manager - Roseville, California - GoodLeap
-
Client Support Manager
2 weeks ago
Roseville, California, United States GoodLeap Full timeAbout GoodLeapGoodLeap is a pioneering technology company that empowers sustainable solutions for a greener future. Our innovative financing and software products make it easier for homeowners to adopt eco-friendly technologies, from solar panels and energy-efficient HVAC systems to roofing and windows. With over 1 million satisfied customers, we've led to...
-
Client Support Manager
2 weeks ago
Roseville, California, United States GoodLeap Full timeAbout GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. We strive to be a reliable and trustworthy ally that always delivers for both our customers and partners. **Job Summary:**The...
-
Client Support Manager
3 weeks ago
Roseville, California, United States GoodLeap Full timeAbout GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home efficiency products. Our mission is to make sustainable living more accessible and affordable for homeowners. With over $27 billion in financing for sustainable solutions since 2018, we've helped thousands of professionals...
-
Client Support Manager
3 weeks ago
Roseville, California, United States GoodLeap Full timeAbout GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable products, including solar panels, energy-efficient HVAC systems, and more. Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018.Job SummaryThe Client Support Manager plays a critical role in...
-
Client Support Manager
2 weeks ago
Roseville, California, United States GoodLeap Full timeAbout GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable solutions, including solar panels, batteries, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has led to over $27 billion in financing for sustainable solutions since 2018.Job SummaryThe Client Support Manager,...
-
Client Service Representative
1 month ago
Roseville, California, United States Hilltop Securities Inc Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
-
Client Service Representative
5 days ago
Roseville, California, United States Hilltop Securities Inc. Full timeHilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.We are currently seeking a Client Service Representative to support our Roseville, CA...
-
Client Service Representative
2 weeks ago
Roseville, California, United States Hilltop Securities Inc Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
-
Client Service Associate
4 weeks ago
Roseville, California, United States Hilltop Holdings Full timeJob Title: Client Service AssociateHilltop Securities is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.Responsibilities:Communicate with clients on a daily...
-
Client Service Representative
1 month ago
Roseville, California, United States Hilltop Securities Inc. Full time{"title": "Client Service Representative", "content": "Job SummaryHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Client Service Representative to support our Roseville, CA branch. As a key member of our team, you will provide exceptional customer service to our clients, working closely with financial advisors to...
-
Client Service Associate
4 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
-
Client Service Associate
4 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
-
Client Service Associate
2 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
-
Client Associate
3 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Associate ITri Counties Bank is seeking a highly motivated and detail-oriented Client Associate I to join our team. As a Client Associate I, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound calls to clients and...
-
Client Service Representative
1 week ago
Roseville, California, United States Hilltop Holdings Full timeHilltop Securities is seeking a Registered Client Service Associate to join their team in Roseville, California.This role will involve working with several financial advisors to provide exceptional customer service to a large and growing client base.The ideal candidate will have excellent communication skills and be able to work effectively in a fast-paced...
-
Client Service Associate
2 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Service Associate IAt Tri Counties Bank, we are seeking a highly skilled and detail-oriented Client Service Associate I to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional customer service to our clients, ensuring their financial needs are met, and supporting the growth of...
-
Client Service Associate
2 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. As a...
-
Client Service Representative
3 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...
-
Client Service Associate
4 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Service Associate ICome join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound...
-
Roseville, California, United States Psomas Full timeWe are seeking an experienced Environmental Lead/Client Service Manager to join our team at Psomas in Northern California. As a key member of our Environmental Services group, you will be responsible for driving the growth and expansion of our practice in the region.The ideal candidate will have a strong background in CEQA/NEPA analysis and a proven track...
Client Support Manager
2 months ago
GoodLeap is a pioneering technology company that specializes in delivering cutting-edge financing and software solutions for sustainable products, including solar panels, energy-efficient HVAC systems, heat pumps, roofing, windows, and more.
With a strong focus on innovation, GoodLeap has empowered over 1 million homeowners to adopt sustainable solutions through its user-friendly, fast, and frictionless technology.
The company's proprietary, AI-powered applications and developer tools have become essential for professionals in the home efficiency and solar solutions industry, enabling them to provide transparent customer communication, deeper business insights, and streamlined payment and operations.
Since 2018, GoodLeap's platform has facilitated more than $27 billion in financing for sustainable solutions, making it a leader in the industry.
GoodLeap is also proud to support its award-winning nonprofit, GivePower, which is dedicated to building and deploying life-saving water and clean electricity systems, positively impacting the lives of over 1.6 million people across Africa, Asia, and South America.
Job SummaryThe Client Support Manager - Home Improvement plays a crucial role in ensuring that GoodLeap delivers an exceptional customer experience. This individual will leverage data analytics to identify areas of improvement with Home Improvement clients and collaborate with them to enhance the customer experience.
The CSM will also be responsible for conducting client audits and managing pipelines to ensure that customer expectations and GoodLeap standards are met.
This role requires a reliable and trustworthy professional who can deliver results while being a dependable teammate. By focusing on improving the customer experience and being a collaborative partner, the Client Support Manager - Home Improvement will help GoodLeap live out its mantra of 'finance made friendly'.
Essential Job Duties & Responsibilities- Provide world-class customer service to GoodLeap's clients.
- Act as a supportive and collaborative partner to installers, communicating with them regarding past, present, and future projects.
- Strategically partner with installers to improve the customer experience.
- Serve as the primary point of contact for escalated client issues, ensuring timely resolutions.
- Help resolve questions or concerns from existing customers.
- Develop a comprehensive knowledge of GoodLeap's products and attributes.
- Effectively manage a pipeline of projects to completion.
- Document client interactions and resolutions in the CRM system to maintain accurate records and track trends.
- Conduct monthly partner due diligence checks regarding Home Improvement projects.
- Analyze data to identify trends and spot potential issues.
- Collaborate with teams to investigate possible fraudulent or suspicious activities.
- Provide timely and effective support to clients via various communication channels.
- Maintain a positive and professional attitude in all client and customer interactions, building and maintaining strong relationships.
The ideal candidate will possess the following skills and abilities:
- Ability to multitask and work independently.
- Exceptional organizational skills and attention to detail.
- Superior verbal and written communication skills.
- Home Improvement knowledge preferred (energy-efficient HVAC, heat pumps, roofing, windows, and more).
- Excellent problem-solving abilities.
- Ability to work well under pressure and manage multiple priorities effectively.
- Flexibility to adapt to changing priorities and business needs.