Client Engagement Representative
2 weeks ago
Position: Client Engagement Representative
Reports to: Client Service Manager
Status: Full-Time
Role Summary
The Client Engagement Representative is essential in delivering outstanding service to clients across multiple platforms while ensuring adherence to organizational policies. This role involves suggesting customized financial solutions to cater to the varied requirements of clients in a courteous and professional manner.
Key Responsibilities
- Assist clients with a variety of financial transactions and inquiries
- Provide insights on new products and services tailored to client needs
- Meet or surpass service and productivity benchmarks
- Comply with company policies and procedures consistently
- Work collaboratively with colleagues to ensure exceptional service delivery
- Keep abreast of industry developments and organizational guidelines
Qualifications
- High school diploma or equivalent required
- Previous experience in customer service preferred
- Strong attention to detail and organizational capabilities
- Excellent verbal and written communication skills
- Basic computer proficiency necessary
- Flexibility in working hours is essential
Physical Requirements
The Client Engagement Representative should be capable of sitting, using hands, and communicating effectively. Occasional standing and walking may be necessary. Good vision is important, and the ability to lift up to 15 pounds may be required.
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Activ8 Full timeA prominent provider in the consumer electronics sector is seeking a Sales Representative to enhance their operations. The ideal candidate will possess a background in sales or customer support, experience in reverse logistics, and a solid understanding of the consumer electronics market. This role allows for remote work; however, candidates located in the...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Activ8 Full timeA leading provider in consumer electronics is seeking a Sales Representative to enhance their operations. The successful candidate will possess a background in sales or customer support, with expertise in reverse logistics and a solid understanding of the consumer electronics sector. This role is primarily remote, though candidates located in the preferred...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Activ8 Full timeA leading provider in consumer electronics is seeking a Sales Representative to enhance their operations. The successful candidate will possess a background in sales or customer support, with expertise in reverse logistics and a solid understanding of the consumer electronics sector. This role is primarily remote, although candidates located in the preferred...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Activ8 Full timeA leading provider in consumer electronics is seeking a Sales Representative to enhance their operations. The ideal candidate will possess a background in sales and customer support, with expertise in reverse logistics and a solid understanding of the consumer electronics sector. This role is primarily remote, though candidates located in the preferred...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States OPOC Full timeJob OverviewOPOC is on the lookout for dedicated Inside Sales Representatives to enhance our team. This role is pivotal in driving our organization forward by establishing connections with prospective clients through various outreach methods, including phone calls and email communication. We seek individuals who are self-driven, energetic, and...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob OverviewPosition: Client Engagement SpecialistReports to: Client Service ManagerSupervises: NoneStatus: Full-TimeSummaryThe Client Engagement Specialist is essential in delivering outstanding service to clients through multiple channels while ensuring adherence to organizational policies. This role involves providing personalized financial solutions...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Cover Financial, Inc. Full timeCustomer Experience Representative (Remote)At Cover Financial, Inc., we aspire to be the most customer-focused insurance provider globally. As a mobile-first insurance platform, we are licensed across all 50 states and collaborate with over 35 carriers. Our journey began in 2016, and we have successfully raised $27 million through three funding rounds with...
-
Client Engagement Specialist
1 week ago
Columbus, Ohio, United States Columbus Region Full timeCommercial Real Estate Sales Representative - Columbus Region Job OverviewAs a leader in the provision of information and marketing solutions for the Commercial Real Estate sector, our company is recognized for its innovative approach and substantial market presence. We empower a wide range of professionals, including landlords, developers, brokerage firms,...
-
Community Engagement Representative
2 weeks ago
Columbus, Ohio, United States Beeline Columbus Full timeBeeline Columbus is seeking enthusiastic and sociable individuals to join our team as Community Engagement Representatives. This part-time role is ideal for students or recent graduates looking to gain experience in a dynamic environment. Flexibility for weekend and evening shifts is essential.ROLE OVERVIEW:As a Community Engagement Representative, you will...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States Life Time Fitness Full timeJob OverviewLife Time Fitness is a premier destination for individuals seeking a fulfilling career in hospitality within a dynamic and expanding organization. Role SummaryThe Client Engagement Specialist position provides a vital role in our community focused on promoting a healthier lifestyle, allowing you to assist members in achieving their wellness...
-
Client Engagement Associate
2 weeks ago
Columbus, Ohio, United States CrossCountry Mortgage Full timeAbout CrossCountry Mortgage:CrossCountry Mortgage (CCM) stands as the leading distributed retail mortgage lender in the nation, boasting a workforce of over 7,000 professionals across more than 700 branches. Our company is proud to have been recognized multiple times on the Inc. 5000 list of America's fastest-growing private enterprises, reflecting our...
-
Reporting Manager, Client Engagement
1 month ago
Columbus, Ohio, United States EnableComp Full timeRecognized as a 2024 Top Workplace by the Tennessean, EnableComp is the leading source of revenue cycle management solutions for complex claims in the US. We proudly partner with well over 1000+ hospitals across the US to help them maximize their revenue from complex claims.Our MissionWe partner with healthcare providers to maximize reimbursement from...
-
Client Engagement Coordinator
2 weeks ago
Columbus, Ohio, United States Curriculum Associates Full timeAt Curriculum Associates, we value the strength that a diverse team brings to our mission of enhancing educational experiences for teachers and students. If you resonate with the responsibilities outlined here and believe you could contribute positively to our team, we encourage you to consider this opportunity. Location Requirement: This role is intended...
-
Client Engagement Specialist
1 week ago
Columbus, Ohio, United States Keeps Hair Loss Minoxidil Foam Treatment Full timeCustomer Experience Associateat Keeps Hair Loss Minoxidil Foam TreatmentAbout KeepsAt Keeps, we are dedicated to providing innovative healthcare solutions for individuals facing chronic health challenges, particularly in the realm of hair loss. Our unique approach combines expert-level healthcare with the convenience of telemedicine, ensuring that our...
-
Customer Engagement Representative
2 weeks ago
Columbus, Ohio, United States Wolters Kluwer N.V. Full timeRole OverviewAs a Customer Success Associate at Wolters Kluwer N.V., you will play a pivotal role in ensuring our clients receive exceptional service tailored to their unique needs.Key ResponsibilitiesProvide timely and professional assistance to our clients, including small enterprises, legal practices, and corporate entities.Engage in consultative...
-
Client Service Representative
2 weeks ago
Columbus, Ohio, United States Veterans Sourcing Group LLC Full timePosition Title: Client Service RepresentativeCompensation: $19.17 Per HourWork Environment: Onsite Role in Columbus, OHRole Overview: The Client Service Representative is responsible for managing incoming calls related to various service inquiries on Brokerage accounts. This role requires responding with a high level of precision and efficiency while...
-
Audit Engagement Supervisor
2 weeks ago
Columbus, Ohio, United States Recooty Full timeJob Overview:Join our team as a key contributor in the assurance engagement process, focusing on the preparation of financial statements and conducting various audit reviews and compilation tasks. You will lead fieldwork activities on engagements while providing guidance and development opportunities for Assurance team members.Our Firm emphasizes four core...
-
Client Engagement Specialist
2 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob OverviewPosition: Client Experience SpecialistReports to: Client Service ManagerSupervises: NoneStatus: Full-TimeRole SummaryThe Client Experience Specialist is essential in delivering outstanding service to clients through multiple channels while ensuring adherence to organizational policies. This role requires providing personalized financial solutions...
-
Customer Engagement Associate
2 weeks ago
Columbus, Ohio, United States Event Horizon Dynamics Full timeEvent Horizon Dynamics is on the lookout for a Customer Service Representative to become a vital part of our energetic and expanding team of dedicated professionals. If you thrive in a vibrant atmosphere and are eager to contribute, we invite you to explore this opportunity.Position Overview:Advocate for our brand, products, and servicesUphold the...
-
Columbus, Ohio, United States Kaplan Full timeJob Title Campus Engagement Representative at Ohio State University (Main Campus) Job Overview Are you a proactive individual who is actively involved in your campus community? Do you have a passion for enhancing student experiences through educational initiatives? We invite you to consider the role of Campus Engagement Representative with Kaplan. In this...