36 results for Senior Customer Service Specialist

Service Coordinator We are on the lookout for a dedicated and meticulous Facilities Coordinator to become a part of our team. This role is pivotal for our company based in Colorado Springs, Colorado, and operates within the telecom provider industry. This role offers a contract to hire employment opportunity and will involve providing excellent customer service, managing order entries, and utilizing Microsoft Excel and Microsoft Word. Responsibilities: • Managing customer inquiries and ensuring prompt resolution• Processing order entries with a high level of accuracy• Utilizing Microsoft Excel and Microsoft Word to manage and organize data• Ensuring customer satisfaction by providing excellent customer service• Monitoring and updating customer records in a timely manner• Collaborating with team members to ensure smooth operations• Identifying and resolving potential problems in the order entry process• Maintaining a high level of professionalism and confidentiality• Utilizing strong organizational skills to manage multiple tasks• Continuously striving to improve processes and customer satisfaction levels.

Associate Customer Care Coordinator We are on the lookout for a diligent and competent Customer Service Representative to be based in Salem, Oregon or surround. This role involves providing exceptional customer service, conducting detailed research, and responding to member, provider, and employer group queries. The successful candidate will also be adept at problem-solving, demonstrating critical thinking skills, and working efficiently in a multi-channel contact center environment. Responsibilities: • Address member, provider, employer group, and other internal and external queries, concerns, and needs effectively and professionally. • Advocate for customers by delivering detailed explanations of benefits in a courteous manner to ensure comprehension. Encourage members to fully utilize products and services to optimize their healthcare value. • Apply critical thinking skills to identify and solve problems when the root cause is not readily apparent. • Operate in a multi-channel contact center environment, handling interactions via phone, in person, and over email. • Facilitate timely, efficient, and detail oriented resolution of member or provider's issues. • Document all interactions in accordance with company standards and strive for first-call resolution whenever possible. • Demonstrate proficient data entry and PC processing skills in a Windows-based environment. • Exhibit strong verbal, written, and interpersonal skills. • Provide and receive feedback constructively to enhance personal performance and team effectiveness. • Efficiently multitask, with the ability to converse and type simultaneously.

technical product manager sr Robert Half is searching for a Sr. Technical Product Manager to support a large coffee client based in Seattle, WA. This Product Manager will play a crucial role in spearheading a project to establish a cutting-edge data integration layer. Your responsibilities will entail deep engagement in data analysis and driving event-triggered data integrations. This position is a temporary contract (6 months) with potential to extend or convert that is Hybrid (3 days in office / 2 days remote) in Seattle, WA. Remote is possible Job Responsibilities: <ul><li>Oversee the implementation of a new data integration layer with a third-party vendor system, ensuring project milestones are met.</li><li>Track data backlogs, validate file transfers, and ensure all data files are correctly backfilled and accounted for, maintaining data quality.</li><li>Create and maintain event contracts, understanding the distinctions between event-driven and batch processing to guide development.</li><li>Manage the design and execution of both event-driven and batch data integrations to support various business needs.</li><li>Utilize querying tools to extract and analyze data, identifying trends and ensuring data accuracy for business decision-making.</li><li>Collaborate with engineers to write clear and comprehensive data requirements, ensuring accurate and efficient development.</li><li>Use project management tools to review and prioritize backlogs, ensuring all tasks align with business objectives and are completed on schedule.</li><li>Apply master data management principles to standardize data formatting and naming conventions across systems.</li><li>Offer technical insights to plan test cases, troubleshoot integration issues, and ensure data integrity throughout the project lifecycle.</li><li>Oversee the exploration of data streams, build documentation, and ensure data is formatted correctly for vendor use.</li><li>Lead the project through development to go-live, serving as the primary representative for data-related concerns and ensuring successful implementation.</li></ul>

Sr. Financial Analyst This position is open due to someone relocating out of state. This company allows for hybrid work and they offer upward mobility potential. They are a global company that offer very competitive benfits. Robert Half is currently recruiting a Senior Financial Analyst for our Manufacturing client. This Senior Financial Analyst will be responsible for driving world class strategic and financial planning methods, building long-range operating plans to support business initiatives and developing rolling forecast processes to ensure resources are leveraged with maximum effectiveness. You will conduct the improvement upon monthly and quarterly reporting, while also operationalize and cultivate data-driven planning processes. Make your mark as a Senior Financial Analyst in a career-building role and gain experience working directly with senior leadership of the company and contribute your strategic input. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will supply revenues and expenses, variance analysis of bookings, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. What you get to do every day - Keep tabs on monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources - Demonstrate monthly reporting to business partners on financial results and actions required - Accumulate and regulate forecasting reports - Interpret and point out internal and external drivers impacting performance and trending - Approve effective Business Intelligence (BI) to provide forward-looking insight and decision support - Interpret performance to date and assess potential risks and opportunities - Direct weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting - Collaborate with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization - You will be closely collaborating with cross functional partners in Accounting and Operations to execute against plans - Provide assistance to Accounting on the monthly and quarterly financial close process

Senior Cost Accountant Robert Half is in search for a Senior Cost Accountant! As a Senior Cost Accounting Analyst, you’ll play a key role on the Finance team. You’ll work on cost accounting & manufacturing FP& A activities and serve as a liaison between Hercules 4000 & Richmond’s chemical manufacturing team and finance. You’ll be the key Cost Accountant for critical processes such as standard setting & cycle counts and partner with functional and business leaders to prepare budgets, forecasts and provide ad hoc financial analysis to support decision making as needed. You’ll be expected to have in-depth knowledge of your customer business unit or function in order to provide cost accounting responsibilities and provide accurate forecast. You should have a strong analytical background with strict attention to detail. You are a highly motivated, technically proficient person with a strong sense of ownership and business ethics to deliver quality work on a daily basis. You’ll also share your financial expertise and drive process improvements within the Global Finance Group. How You Will Make an Impact:<ul><li>Perform monthly close activities (accruals, reviews, journal entries) and review meetings with business partners.</li><li>Prepare monthly variance analysis (spends, absorption, ppv, work orders, inventory driven costs) of actuals to forecast and budget, explain and investigate any major discrepancies, and understand key business drivers.</li><li>Position manufacturing team for success by leading and supporting our functional teams in cost analysis and operating budget and forecast processes to ensure our financial stability.</li><li>Supports Standard Cost for multiple locations and ensures Plant Managers & Controller understand the costing data (labor, material, ovhd, costing lost size).</li><li>Prepare quarterly work papers for internal and external audit for key processes such as cycle counts, narratives, accruals, etc.</li><li>Build strong relationships with manufacturing partners, acting as a trusted subject matter expert and yielding your influence to create alignment between the business and finance.</li></ul>

Client Services Representative We have a great opportunity for a Series 7 Client Services Representative based in Parsippany, New Jersey. The role primarily involves providing support to clients and coordinating operational activities. The successful applicant will be tasked with using financial planning, retirement, and investment software and preparing materials for client meetings. Additionally, they will also be required to provide office support, manage client and prospect contacts, and assist in marketing efforts. Responsibilities:• Utilize financial planning, retirement, and investment software to prepare for client meetings• Prepare client packets including creating agendas, reviewing materials, illustrations, and reports• Provide office support which includes answering telephones, assisting visitors, and resolving or referring problems or inquiries• Schedule and coordinate meetings, events, interviews, and appointments• Navigate CRM to maintain accurate and complete documentation of all client and prospect contacts• Assist in and attend client event programs/seminars and other marketing efforts• Establish, maintain, and update files, databases, records, and/or other documents• Transcribe and prepare correspondence, agendas, and documents• Stay up-to-date with modern office management methods and techniques• Operate standard office equipment and use required software applications• Sort, screen, and distribute mail• Perform other duties and responsibilities as assigned• Maintain Website and Social Media. Skills:• Proficient in Microsoft Excel, Microsoft Office Suites, Microsoft Outlook• Strong client relations and communication skills• Ability to handle complaints and provide solutions in the financial services industry.

Senior Business Anlyst A Fortune 500 company headquartered out of Minnesota is currently hiring for a Business Analyst to be a part of their dynamic team. The role is in the healthcare industry and will require the use of various skills including project management and data analysis. Responsibilities:• Provide Project Management discipline scope/timeline/risk management to implementation of new clients both internal and external including change implementations for existing clients• Manage project artifacts project plan business requirements status warranty etc.• Facilitate and lead collaboration with cross-functional teams to execute and deliver new/change implementations• Serve as client-facing representative of Client Implementations team• Communicate and implement project risk and/or issue management plans• High level understanding of health care business finance and/or operational knowledge and a high degree of flexibility• Self-directed professional with strong ability to work through ambiguity• Excellent interpersonal skills with experience working across all levels of an organization• Proficiency with MS Excel, PowerPoint, SharePoint• Strong communicator capable of effectively presenting ideas• Proven ability to build relationships cross-functionally and lead toward common goals.

Accounts Payable Specialist We are seeking a meticulous and experienced individual to join our team in The Woodlands, Texas as an Accounts Payable Clerk. This role is within the manufacturing industry and involves managing vendor relationships and ensuring the accurate and timely processing of accounts payable. The position offers an exciting opportunity to further develop skills in areas such as month-end close processes, bank account reconciliation, and purchase orders. Our client located in The Woodlands, TX is seeking a SR. Accounts Payable Specialist. The SR. Accounts Payable Specialist must have 5+ years experience processing full cycle Accounts Payable, experience with purchase orders, reconciliations, 3-way matching and working in a manufacturing environment. The ideal candidate will have used Datacore software and have some general accounting knowledge. This is a full-time opportunity paying up to 75K plus benefits and bonus working 100% in office.Responsibilities: • Manage full cycle accounts payable processes to ensure accurate and timely payment processing.• Maintain and manage vendor relationships to ensure smooth operations.• Conduct monthly end close processes diligently and accurately.• Perform bank account reconciliation tasks to ensure accuracy of records.• Handle purchase orders effectively as part of the job role.• Utilize Datacore software for various accounting tasks and processes.• Use general accounting knowledge to support various accounting activities.• Work collaboratively within a manufacturing environment.

Client Service Coordinator We are looking for a Client Services Associate. The Client Services Associate will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Associate is a licensed position (Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Associate to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. I. DUTIES AND RESPONSIBILITIES THE CLIENT SERVICE COORDINATOR SHALL: A. meet daily with advisor to coordinate advisor workflow and receive advisor work requests. B. review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. C. complete work requests and serve as the advisor’s workflow liaison with other staff. D. handle service calls from clients, corporate office, or other professionals. E. record all client communication and interaction in Contact Manager. F. complete client investment transactions as directed by an advisor. G. compose client correspondence (letters, memos, faxes, etc.) as requested. H. resolve client issues and call client back when problem has been resolved. I. involve advisor when needed to assist in client issue resolution process. J. complete forms and applications following client appointments. K. submit all new business applications and checks to the corporate office in a timely manner. L. track all pending transfers of client assets and other transactions as needed. M. clean-up Contact Manager Database of clients no longer active, etc. N. follow-up for clients who have not scheduled their annual NaviPlan Review meetings. O. complete other projects or duties as requested by primary financial advisor or other members of the firm. I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.

Associate Customer Care Coordinator We are offering a role that centers around customer service in the Medical Insurance/Benefits industry in Salem, Oregon. You will be the first point of contact for our clients, ensuring smooth operations and providing exceptional service to our customers. This role is a contract position that requires a strong set of skills in customer service. Responsibilities: • Answer phone and email inquiries from customers and providers, answering their inquiries, and ensure they feel valued and supported. • Handle complaints and specific customers' requests.

Sales Support We are offering a contract opportunity for a meticulous Sales Support professional to join our team in Post Falls, Idaho. In this role, you will be involved in various aspects of sales support, including processing and coding purchase orders, data entry, and providing back-office support. Responsibilities: • Accurately process and code customer purchase orders, ensuring all information is correct. • Efficiently enter orders into the ERP system and make necessary updates to sales orders as required. • Review entered sales orders for accuracy and communicate any necessary corrections. • Provide support to the sales and account departments, assisting with additional duties as assigned. • Use your skills in purchase orders, data entry, and back-office support to ensure smooth operations within the sales department.