Client Services Representative

2 weeks ago


Billings, United States Insight Global Full time

Must-Haves:

• 1 + years previous clerical /administrative/ secretarial experience

• High School or experience equivalent

• Strong attention to detail - Document matching will be a large part of the position

Plus:

• Previous banking / FI experience

• Strong Microsoft Office suite skills including Outlook


RESPONSIBILITIES INCLUDE (but are not limited to):

• Collaborate with management in accumulating, analyzing, interpreting, and reporting operational performance data.

• Partner with team members in process improvement for department initiatives.

• Coordinate and participate with the analysis necessary for the functional operations reviews.

• Lead/participate in projects impacting the site as needed such as Customer onboarding, process changes, etc.

• Enable productive relationships within the line of business (LOB) and other functions through responsiveness and support.

• Proactively work with others (i.e., on own team, shared service centre, other operational areas, or with the internal business partner and/or external customer) to ensure delivery of timely, quality and efficient fulfillment activities.

• Provide advice to internal business partners and peers to support the completion of a process or activity within established procedures. Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/ services or processes.

• Provide on-the-job assistance and training to others, as requested. Escalate issues that require resolution by more senior team members, as per guidelines. Identify potential risk situations/ impacts, and make recommendations or escalate to the manager.

• Responsible for performing title release processes per the SOP guidelines

• Responsible for participation and completion of analysis of information and processes.

• Create and administer reporting for the process.

• You will also represent the Billings site on projects



  • Billings, United States Insight Global Full time

    Must-Haves: 1 + years previous clerical /administrative/ secretarial experience High School or experience equivalent Strong attention to detail - Document matching will be a large part of the position Plus: Previous banking / FI experience Strong Microsoft Office suite skills including Outlook RESPONSIBILITIES INCLUDE (but are not limited to): ...


  • Billings, United States Reciprocity Industries Full time

    Description: Reciprocity Industries is looking for talented team members to join our team! If you have excellent customer service skills and want to help others find justice, then Reciprocity is looking for you to join our team! Reciprocity offers excellent benefits and a competitive salary. Job Overview: Legal Intake Representative staff members are both...


  • Billings, United States First Interstate BancSystem, Inc. Full time

    If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Great West Center in Billings, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide...


  • Billings, United States First Interstate Bancsystem Inc Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Great West Center in Billings, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide...


  • Billings, MT, United States Reciprocity Industries Full time

    If you have excellent customer service skills and want to help others find justice, then Reciprocity is looking for you to join our team! Legal Intake Representative staff members are both the face of the company and the first representatives to make a positive impact on our clients' lives. As a Legal Intake Representative, you are responsible for creating a...


  • Billings Metropolitan Area, United States Reciprocity Industries, LLC Full time

    Job DescriptionJob DescriptionDescription:Reciprocity Industries is looking for talented team members to join our team! If you have excellent customer service skills and want to help others find justice, then Reciprocity is looking for you to join our team! Reciprocity offers excellent benefits and a competitive salary.Job Overview:Legal Intake...


  • Billings Metropolitan Area, United States Reciprocity Industries, LLC Full time

    Job DescriptionJob DescriptionDescription:Reciprocity Industries is looking for talented team members to join our team! If you have excellent customer service skills and want to help others find justice, then Reciprocity is looking for you to join our team! Reciprocity offers excellent benefits and a competitive salary.Job Overview:Bilingual Legal Intake...


  • Billings, United States Direct Automotive Distributing Full time

    Direct Automotive Distributing is currently seeking an Outside Sales Representative to join our sales team in our Billings, MT. location. This position involves a high volume of face-to-face customer contact. This position is full time Monday – Friday. Travel required with some overnights.Minimum Job Requirements4-5 years of Sales experience within the...


  • Billings, United States Marsh McLennan Agency-Northwest Full time

    The Job: This position is open in the following Montana locations: Billings, Helena, Bozeman, Great Falls, Butte, Missoula, Stevensville, Kalispell. Marsh McLennan Agencys Northwest region is seeking a Business Insurance Client Placement Manager with a passion for collaborating and providing a high-quality client experience. An ideal candidate for this...


  • Billings, United States Direct Automotive Distributing Full time

    Direct Automotive Distributing is currently seeking an Outside Sales Representative to join our sales team in our Billings, MT. location. This position involves a high volume of face-to-face customer contact. This position is full time Monday - Friday. Travel required with some overnights. Minimum Job Requirements 4-5 years of Sales experience within the...


  • Billings, United States Direct Automotive Distributing Full time

    Direct Automotive Distributing is currently seeking an Outside Sales Representative to join our sales team in our Billings, MT. location. This position involves a high volume of face-to-face customer contact. This position is full time Monday – Friday. Travel required with some overnights.Minimum Job Requirements4-5 years of Sales experience within the...


  • Billings, United States Marsh McLennan Agency-Northwest Full time

    The Job: Marsh McLennan Agencys Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our Small Business clients. If youre new to the world of insurance or customer service, this position provides an excellent...


  • Billings Metropolitan Area, United States Summit Fire & Security Full time

    Job DescriptionJob DescriptionAre you interested in working for the nation’s leading fire protection company and beginning a rewarding and satisfying career that helps save the lives of thousands each year? Do you want to be a part of a growing and expanding team of industry experts? If so, exploring career opportunities with Summit Fire & Security may be...


  • Billings, United States Aditi Consulting Full time

    Summary: Responsible for performing title release processes per the SOP guidelines Responsible for participation and completion of analysis of information and processes. Create and administer reporting for the process. You will also represent the Billings site on projects RESPONSIBILITIES INCLUDE (but are not limited to): Collaborate with management in...


  • Billings, United States General Shale Full time

    ** Forklift Truck Operator/Inside Sales Representative** **Job Category****:** Sales/Marketing **Requisition Number****:** FORKL001241 Showing 1 location **Job Details** **Description** General Shale, Inc., the nations leading brick and masonry materials manufacturer, is seeking an Fork Truck Operator/Inside Sales Representative for our Billings, MT...


  • Billings, United States General Shale Full time

    ** Forklift Truck Operator/Inside Sales Representative** **Job Category****:** Sales/Marketing **Requisition Number****:** FORKL001241 Showing 1 location **Job Details** **Description** General Shale, Inc., the nations leading brick and masonry materials manufacturer, is seeking an Fork Truck Operator/Inside Sales Representative for our Billings, MT...


  • Billings, United States VieMed Full time

    VieMed Healthcare is the largest independent specialized provider of non-invasive ventilation (NIV) in the US home respiratory health care industry. We specialize in treating the most challenging respiratory patients inside the home by pairing the best-in-class technology & equipment with the clinical care of a full-time Respiratory Therapist. We are always...


  • Billings, MT, United States Direct Automotive Distributing Full time

    Direct Automotive Distributing is currently seeking an Outside Sales Representative to join our sales team in our Billings, MT. location. This position involves a high volume of face-to-face customer contact. This position is full time Monday – Friday. Travel required with some overnights. Minimum Job Requirements 4-5 years of Sales experience within the...


  • Billings, Montana, United States Marsh McLennan Agency-Northwest Full time

    The Job: Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our Small Business clients. If you’re new to the world of insurance or customer service, this position provides an excellent...


  • BILLINGS, United States Sodexo Full time

    Unit Description: Do you possess strong leadership skills and enjoy managing people, processes and projects? Sodexo Healthcare is hiring for an Environmental Services/Custodial Manager 2 for Billings Clinic located in Billings, Montana. Billings Clinic is Montana’s largest health care system serving Montana, Wyoming and the western Dakotas. This is a...