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Summit Strive Consulting
Dallas, TX, United States
Job Title: Client Representative Company Overview: Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about, fostering meaningful relati
Job Source: Summit Strive ConsultingFarther LLC
Dallas, TX, United States
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology pro
Job Source: Farther LLCBanfield
Carrollton, TX, United States
ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospi
Job Source: BanfieldQuest Diagnostics
Irving, TX, United States
Overview Client Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Responsibilities Use proper telephone etiquette and all available resources to respond to incoming customer inquirie
Job Source: Quest DiagnosticsFlourish Events
Dallas, TX, United States
Flourish was founded in 2017 with the goal of helping financial advisors to better secure the financial futures of their clients. We focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 700
Job Source: Flourish EventsExecuSource
Dallas, TX, United States
Client Services Representative Location: Irving, TX Pay: $20 per hour Schedule: 8am to 5pm, M-F (8am to 6pm on two Mondays per month) Our client is one of the 3 largest of its kind in the world! An international auction powerhouse, our client has been in business for nearly 50 years with locations like New York, Chicago, Beverly Hills, London, Ho
Job Source: ExecuSourceHeritage Capital Corporation
Dallas, TX, United States
Job Description Job Description Description: Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. For the past 47 years, Heritage Auctions has been the largest auction house founded in the U.S. and serves more than 40 different auct
Job Source: Heritage Capital CorporationQuest Diagnostics Incorporated
Irving, TX, United States
Client Service Representative I - Irving, TX - Monday - Friday - 8:30AM-5:00PM Answers and resolvestelephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Use proper telephone etiquette and all available resources torespond to incoming customer inquiries,requestsand complaints compete
Job Source: Quest Diagnostics IncorporatedDallas, TX, United States
Join Triumph!
At Triumph, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary: The CSR supports the administration and processing of client fuel advances, invoice fundings and other client related transactions. Provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving rejections, load verifications and risk management in accordance with the risk protocol prescribed.
Essential Duties & Responsibilities:
Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
Reviews and corrects client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
Assists in the onboarding/application processes for various fuel program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
Makes recommendation to Client Experience Specialists whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
Reviews clients' A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
Provides ongoing client training in Triumph's processes and systems.
Effectively communicates with team members, debtors, clients and management.
Participates in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
Maintains confidentiality of client information.
Performs other duties as assigned.
Experience & Education: Degree and one (1) year of customer service experience in a fast-paced work environment.
Freight, transportation or general factoring, or logistics industry experience is preferred.
Skills & Abilities Required: Professional customer service, Microsoft Office skills and Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
Ability to multi-task and stay focused at high levels of productivity.
Ability to provide excellent customer service while meeting funding deadlines.
Excellent verbal and written communication skills.
Ability to understand and follow written and verbal instructions and directions given by manager.
Excellent phone etiquette.
Work Environment:
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
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We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
Email Alert for Client Experience Representative jobs in Dallas, TX, United States
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