Customer Service Advisor Jobs in Rowlett, TX

Salary: $48000.0 - $70000.0/year Experience: 2 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... Salary plus Monthly Commission Paid Time Off (2 weeks vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Property & Casualty license (required) Life and Health license (required) Minimum 2-3 years experience with Prior State Farm or comparable company (preferred) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PI6318c1ba3d22-26***********7

About Us: Born from Loloi Rugs - an industry leader that has been trusted by thousands of the world's top designers and retail stores - Joon Loloi is an e-commerce retail destination delivering an insider's perspective on home furnishings. Our online selection of furniture, rugs, lighting, and décor is a combination of exclusive in-house design, signature trademarks, and expertly curated pieces for every room and everyone. Security Advisory: Beware of Frauds Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @loloirugs.com email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates. Joon Loloi is looking for a talented Customer Experience Specialist. Here at Loloi we craft products to create beautify spaces and we are seeking to develop a unique customer experience that embodies eCommerce, inspiration, value add services, design tools, and community for design enthusiasts and trade professionals alike. Our Customer Experience Specialist will most often be the first point of contact for our customers, handling inbound and outbound calls with professionalism, courtesy, and efficiency. The primary responsibility will be to provide exceptional customer service and support, resolving inquiries, and ensuring overall customer satisfaction. This position requires excellent communication skills, a positive attitude, and the ability to multitask in a fast-paced environment. As an integral part of the Joon Loloi Customer Experience Team, this role will work closely with Training, Branding, and Merchandising to ensure they have a deep understanding of the product, the brand and provide exceptional service through every customer contact. This position is based on-site Monday-Friday at our Dallas, TX headquarters. Responsibilities Handle Inbound Calls: Receive incoming calls from customers, addressing their queries, concerns, and requests promptly and accurately. Offer personalized solutions to meet their specific needs Outbound Calls: Make outbound calls to follow up on customer inquiries, conduct surveys, confirm appointments, or inform customers about new products and services Customer Support: Provide excellent customer support via phone, email, or chat. Assist customers with troubleshooting issues, navigating through products/services, and resolving complaints to ensure a positive experience Product Knowledge: Acquire in-depth knowledge of the company's products, services, and processes to effectively assist customers and address their inquiries Data Entry: Accurately document customer interactions, inquiries, and feedback in the company's database or CRM system. Maintain detailed records for future reference and follow-up Problem Resolution: Proactively identify and resolve customer issues, ensuring their concerns are addressed in a timely and satisfactory manner Upselling and Cross-Selling: Identify opportunities for upselling or cross-selling products and services to customers, enhancing their overall experience and contributing to revenue growth Team Collaboration: Work collaboratively with other team members and departments to ensure smooth operations, escalate complex issues when necessary, and participate in ongoing training and skill development Adherence to Policies: Comply with company guidelines, call center protocols, and established processes to maintain high-quality service delivery and uphold the organization's reputation Performance Metrics: Achieve individual and team performance goals, including call handling metrics, customer satisfaction scores, and sales targets, as applicable Experience, Skills, & Ability Requirements High school diploma or equivalent; additional education or certifications are a plus Previous experience in a call center or customer service role is preferred but not mandatory Previous experience in design or keen interest in interior design Excellent communication skills, both verbal and written, with a strong command of the English language Active listening skills and the ability to empathize with customers' needs and concerns Strong problem-solving skills and the capacity to think quickly on your feet Basic computer proficiency and familiarity with CRM software and call center systems Patience, resilience, and a positive attitude even during challenging interactions Ability to multitask and manage time effectively in a fast-paced environment Willingness to work flexible hours, including evenings, weekends, and holidays, if required Highly organized and skilled at time management Possess personal qualities of integrity, credibility, and commitment to corporate mission What We Offer Comprehensive health, dental, and vision benefits 401(k) with employer match Paid parental leave A culture that fosters ongoing growth opportunities A stable, growing family-owned company that looks after its employees Loloi Rugs/Joon Loloi does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

US-TX-Denton Type: Full-Time # of Openings: 1 TX - Denton-UNorthTexas-MS About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. Shipping/Receiving: -Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments. -Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures. -Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - Ability to lift up to 50lbs. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. We are providing the anticipated hourly rate for this role: $17.20 - $23.37 Company Overview About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ****************************************** Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -Dress for Your Day attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you cant get anywhere else Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon. #CUSA Posting Tags #LI-EF1 #PM19 PIebe95ed0ff9d-26***********6

IS ONSITE IN LEWISVILLE, TEXAS. NO REMOTE CANDIDATES WILL BE CONSIDERED. Customer Service Specialist II: The Customer Service Specialist is responsible for handling questions, comments, and complaints regarding the company's products or services. Under moderate supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist is responsible for providing a positive customer experience and enhancing relationships between customers and the company. Key Responsibilities and Duties: Answers inbound customer service calls and provides entry-level troubleshooting and resolution to routine customer issues. Provides outstanding customer service to ensure service levels are achieved and exceeded. Responds to a high volume of low complexity general inquiries (e.g., general product and pricing information, billing issues, etc.). Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools. Refers customers to published materials, secondary sources, or more senior staff. Documents customer feedback and complaints. Educational Requirements: High School Preferred

Omega Holdings is a private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light- duty and heavy-duty vehicle end markets. Omega has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically and through acquisition. With our product portfolio, dedication to quality, entrepreneurial setting, and competitive strength, we are a great place to build a lasting career. The Customer Service Representative will play a crucial role in supporting our customers and sales team. Assist with placement of quotes / orders via phone, email, fax, or web. Check pricing and availability of parts. Maintain customer backorders. Communicate with customers about any changes in ETA. Check sister companies for availability. Build strong relationships with customers. Resolve customer complaints and provide appropriate solutions. Help meet team sales targets and provide support to outside sales teams. Call customers on promotion deals or to find out why customers sales are up or down. Work with Purchasing on customer forecasts. Interface with IT on EDI issues. Maintain customer contact list for Marketing emails. Issue RMA's and Credit Memos. Update and maintain required information on customer portals. Cross train on other customer service accounts. Help customers with technical support. Look up parts by application, cross reference, or specifications. Account maintenance - Enter new customer contact information, customer part cross reference, new ship to locations. Work with other departments to ensure orders are shipped out on time and correctly. Fill out SSR (Special Sales Request Form) and C of C (Certificate of Compliance) when needed. Anything else that is deemed necessary by management. Testing updates to BC and website. Producing sales forecast and budget. Helping sales team with reports. Helping customer service with any questions they have. Help accounting with collections. Help train salespeople and customer service on BC. Also solve problems with BC. Work with purchasing on stock outage. Pricing.

At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Account Manager with Insurance and Employee Benefits experience to join our all-star team and contribute to our ongoing success. About the Role: As a Client Onboarding Specialist at Pinecrest Consulting, your primary role is to establish strong relationships with clients and become their main point of contact throughout their onboarding journey to our insurance brokerage services. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to ensure proficiency in Pinecrest's service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive. What You'll Do: As a Client Onboarding Specialist, you will be instrumental in onboarding new clients to Pinecrest Consulting. Your key responsibilities will include: Acting as the primary client-facing point of contact throughout the Onboarding process, ensuring all inquiries and concerns are addressed promptly and professionally. Leading the open enrollment process: from planning and implementation to oversight, ensuring a seamless transition for clients onto our platforms. Understanding different insurance carriers and integrating clients' payroll systems to streamline the benefits administration process, highlighting our capability as a full-service healthcare brokerage. Guiding clients through the onboarding process, which includes collecting necessary documentation, setting up their accounts on our Benefits Administration software, and ensuring all client information remains current and compliant. Working closely with the sales team and the account management team to ensure a smooth journey from the initial sale to full account management transition, emphasizing our commitment to a comprehensive service approach. Managing work within tight timelines to ensure all client benefits are effective prior to the renewal date, demonstrating exceptional time management and organizational skills. Providing detailed explanations and training to clients on how to use our technology platforms for a seamless benefits administration experience. Collaborating with other departments as necessary to ensure all client needs are met and to optimize the client experience, ensuring that Pinecrest Consulting stands out as a leader in healthcare brokerage and benefits administration. Conducting periodic reviews with clients to ensure satisfaction and identify areas for potential expansion or further support, reinforcing our dedication to ongoing client engagement and success. What We're Looking For: 3+ years of Insurance and Employee Benefits experience Strong knowledge of benefits administration, insurance policies, and associated technologies, particularly those relevant to healthcare and employee benefits. Ability to work independently and as part of a team, managing multiple tasks and meeting tight deadlines. Strong organizational skills and attention to detail. Advanced computer skills and proficiency in relevant software, especially Benefits Administration platforms. A team player with a commitment to fostering a positive work environment. Possessing an insurance license is highly encouraged. Why Join Pinecrest Consulting? Step into a vibrant, community-driven culture where your contributions truly make a difference. Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry. Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success. Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life. Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration. Apply Now: If you're passionate about client relations and implementation and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.

Bungalow Funding is Balbec's affiliated Mortgage Servicing Rights platform. Balbec Capital (“Balbec”) is an SEC-registered alternative investment manager with offices in the United States and Europe. Since its founding in 2010, Balbec has deployed over $23 billion globally through its funds and investment vehicles, seeking to deliver consistent, risk-adjusted returns to investors and long-term partners across asset-based credit strategies. Balbec is a direct investor in residential and commercial mortgage loans at all stages of performance, mortgage servicing rights, and select consumer and alternative credit assets. Leveraging its proprietary technology and transaction management platform, Balbec efficiently executes highly granular transactions, enabling the firm to serve a broader range of counterparties and generate returns for investors by applying institutional execution standards to inefficient, underserved or fragmented markets. Balbec's funds rank among the largest issuers of U.S. residential mortgage-backed securities (RMBS) through its PRPM shelf. The firm's investments in agency mortgage servicing rights are sourced via its affiliate, Bungalow Funding. Balbec has invested in over 20 countries, selectively deploying capital into geographically and asset-diverse opportunities that exhibit attractive risk/reward profiles, upside potential, and substantial downside protection. Job Description & Key Responsibilities *This role will be located in the DFW, TX area.* The Sub-Servicing Oversight Team is responsible for managing the performance of Bungalow Funding's approved Sub-Servicers and performing other servicing related functions. The Sub-Servicing Oversight Specialist will perform end-to-end surveillance on sub-servicing activities and assist with monitoring other key servicing vendors such as document custodians. They will monitor, oversee, and drive solutions to mitigate losses. This team member will play a key role in ensuring that servicing operations are in compliance with applicable agency and Bungalow guidelines. Responsibilities include: Performing day-to-day surveillance of sub-servicing activities including but not limited to collateral management, default operations, loan administration and MSR acquisition activity Reviewing loan level exceptions to ensure sub-servicers are servicing loans appropriately Reporting quality assurance and exception review findings to Bungalow's management team and working with the applicable sub-servicers on root cause/remediation Communicating with document custodians and sub-servicers to monitor, reconcile, and recover collateral Monitoring FHLMC, FNMA, as well as internal reports/scorecards to identify areas of concern and perform reviews of exceptions captured in the reports and/or scorecards Assisting with the enhancement of Bungalow's existing oversight platform to ensure optimal servicing performance with a growing servicer Qualifications & Experience Bachelor's degree from an accredited college or university preferred 5+ years of professional mortgage servicing experience 3+ years of GSE Mortgage servicing experience with a background and understanding of Fannie Mae and Freddie Mac mortgage servicing practices in some of the following areas: General Servicing, Default Management, Collateral Management, Escrow, and Quality Control Ability to perform repeatable tasks consistently with strong critical thinking skills Ability to work in a fast-paced changing environment with a positive attitude Strong team player Excellent computer skills, especially MS Excel (Pivots, VLOOKUP, and complex formulas) MSP/Sagent experience a plus Equal Employment Opportunity Bungalow Funding and Balbec Capital are committed to ensuring equal employment opportunities for all employees, including qualified employment applicants. The firm strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state or local laws. This equal employment opportunity policy applies to all employment practices, including but not limited to recruiting, hiring, advertising, promotion, transfer, reductions in force, social and recreational programs, training, employee development, compensation and fringe benefits, discipline, and termination. Disclaimer for External and 3rd Party Recruiters: Please note that Bungalow Funding and Balbec Capital do not accept unsolicited resumes from external or third-party recruiters. All recruitment-related inquiries and submissions must be directed exclusively to our HR department at ******************. We kindly request that recruiters refrain from contacting any other employees within the organization regarding job opportunities. Any unsolicited resumes sent to our employees or submitted outside of the designated HR contact will become the property of Balbec Capital without any obligation to pay referral fees. Thank you for your cooperation.

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company. Customer Success Representative Job Responsibilities: • Answers a high volume of phone calls daily. • Processes changes to active policies. • Provides efficient and effective 5-star customer service. • Enters client data into insurance quoting systems, keeping data accurate. • Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation. Ideal candidates will possess the following: • 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency. • Property and Casualty license • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. • Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions • Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively. • Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary. • Excellent communication skills • Well-organized with good follow-through to completion • Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.

Location: Denton, TX (preferred) or Remote | Department: Client Success | Reports To: Vice President | Type: Full-time StorageDefender is a leading smart technology and solution provider for the self-storage industry. Founded in 2019, we’ve pioneered a customer-first platform that enhances operational efficiency, improves tenant experience, and drives revenue growth for storage operators across the U.S. Backed by a growing team and a national footprint, we're transforming how the industry thinks about smart automation and remote monitoring. Role Overview As a Customer Success Specialist, you’ll play a mission-critical role in helping our B2B2C clients realize the full value of our technology. From onboarding and training to ongoing engagement and upsell support, you’ll be a trusted guide in their success journey. The ideal candidate is personable, tech-savvy, detail-oriented, and thrives in a fast-paced, high-touch communication environment. Key Responsibilities Client Onboarding & Training: Lead new clients through setup and training to ensure a smooth launch and fast time-to-value. Relationship Management: Maintain consistent communication and engagement cadence via phone, Zoom, Slack, and chat. Customer Success Planning: Develop and execute tailored success plans based on client goals and usage data. Support & Problem Solving: Provide responsive, thoughtful support to help customers navigate challenges and maximize satisfaction. Advocacy & Feedback: Be the voice of the customer internally; gather insights to improve products, services, and team processes. Upselling & Retention: Identify and act on opportunities to expand customer relationships and reduce churn. Quarterly Business Reviews (QBRs): Present performance reports and strategic recommendations to customers and internal stakeholders. Cross-Team Collaboration: Work with Sales, Marketing, and Product to align on goals and ensure a seamless customer experience. Qualifications 2–3+ years in customer success, account management, or customer-facing B2B/B2B2C roles (SaaS or Self-Storage a plus) Strong communication skills with a high volume outreach style (calls, Zoom, chat) Confident delivering training and onboarding both virtually and in person Proficient with CRM systems and customer success platforms Able to analyze client behavior and recommend strategic improvements Technically curious and eager to learn evolving product capabilities Bachelor’s degree in Business, Marketing, or related field preferred Preferred Experience Self-storage, insurance sales, or networking, services industry Hosting virtual-based training or webinars Familiarity with Slack, Google Suite, Microsoft Teams, Gainsight Benefits & Perks Competitive salary Performance bonus + stock option eligibility Health, dental, and vision insurance Paid time off (PTO) Opportunities for growth in a fast-scaling technology company Hybrid/remote flexibility How to Apply: Send your resume and a short cover letter to *************************  StorageDefender is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We are seeking a motivated candidate to fill the role of Client Service Specialist in our rapidly growing firm. This is an outstanding opportunity for someone with an outgoing, friendly personality who enjoys interacting with other people. This individual should be comfortable communicating directly with clients, especially by phone. We offer competitive benefits, including medical/dental/vision insurance and 401(k) matching. This position requires a high school diploma or equivalent. Prior experience working in an office‐setting is a plus, but not required. Proficiency with Microsoft Outlook is necessary. Experience with other Microsoft Office applications, specifically Word and Excel, is also a plus. This individual will work in conjunction with an experienced Client Service Specialist. Job responsibilities will include, but are not limited to: \tManaging advisors’ schedules \tProducing and completing payroll, investment account and engagement paperwork \tTroubleshooting client payroll issues \tManaging client trackers \tAnswering and directing phone traffic \tProviding hospitality services to clients \tCleaning and maintaining the office conference rooms and kitchen area \tManaging supply inventory \tPerforming data entry, filing and scanning, and other administrative duties ABOUT OUR FIRM: We are a fee‐only financial planning and accounting firm committed to serving the comprehensive financial needs of our clients. This includes providing personal and business financial consulting, investment, tax preparation, bookkeeping and payroll services. Our firm is growing quickly and building a strong reputation within our niche. Our company fosters a team‐oriented atmosphere and has built a culture that truly makes it a fun and enjoyable place to build a career. We are very excited to welcome our next team member.

ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients - Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They're seeking a talented Client Service Associate to join their Dallas office. The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Client Service Associate will work on a major project of transferring clients to a new platform. Client Service Associate Responsibilities, continually expanding and changing: As a Client Service Associate, you will be responsible for supporting the firm's Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor's client base and have an opportunity to be actively involved in projects as the firm continues to grow. Partner with Wealth Advisors to service the firm's UHNW Clients. Interact with the Firm's centralized Operations teams. Partner with the Firm's custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements). Prepare new account paperwork, contracts, and subscription agreements. Manage the opening and closing of accounts - this includes SMA's and brokerage. Handle KYC profile and searches. Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals. Assist with presentations and proposals using PowerPoint and Excel. Analyze and review billing for accuracy. Prepare performance reports. Continually monitor and update Client database and portfolio/account management applications, this includes Salesforce, Addepar, Black Diamond. Key Qualifications: Client Service Associate Requirements - To qualify, you must possess the following: Bachelor's Degree is required - Finance or Business preferred. Minimum of 3 years of UHNW client servicing. Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint. Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally. Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team. Client Service Associate Rewards - If you qualify for this opportunity, the Firm offers the below: Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work. Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth. Competitive base salary. Benefits are at an extremely low cost to the employee and their family! Annual Bonus.

We are hiring a Customer Service Specialist in Dallas, TX. The Customer Service Specialist is primarily tasked with the essential function of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency, respect, and professionalism. Customer Service Specialist Qualifications: · Superior verbal & written communication skill-sets · Work with a sense of urgency; demonstrate timely and thoroughly execution · Upbeat & outgoing mindset with positive energy · Interacts successfully with individuals and also teams · Maintains fruitful customer connections · Prior customer service or sales experience · Interacts successfully along with all amounts of management as well as staff members · Ability to work effectively independently and within a team to perform all tasks as assigned · High school diploma or equivalent · 1 year prior sales coordination or customer support experience · Prior SAP experience is a plus · Flexible with an ability to handle multiple tasks when priorities shift · Must be available to work on-site in Dallas, TX Customer Service Specialist Tasks & Duties · Processes new orders based on customer requests. · Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability. · Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies. · Provide sales support · Demonstrate solid troubleshooting skills when issues arise · Respond to customer questions · Maintain a reliable working knowledge of customer information · Effectively handle a number of competing priorities. · Handle customer inquiries, complaints, and escalations in a professional manner · Maintain accurate and detailed records of customer interactions · Other duties as assigned to meet operational needs Benefits: · Standard starting compensation is commensurate with experience · Regular performance reviews · Training, networking and development opportunities · Flexible scheduling To begin the application process, please submit your resumé.

In this role you will provide support to customers while delivering excellent Customer Service to promote long-term customer retention. The Customer Service Representative will answer customer questions, explain product and service options, and assist customers with any existing problems. You will also maintain accurate customer records, notating any incidents or upgrades as needed, and provide customer solutions. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Tasks and Responsibilities: ● Support the Customer Service Center by performing tasks assigned by the Customer Success Manager ● Provide first level support to customers ● Resolve issues effectively, escalating as needed ● Greet customers with a professional and welcoming manner ● Speak to as many customers as possible daily ● Monitor and track recurring customer issues ● Update customer accounts ● Offer upgrade paths or new services to new and existing customers ● Support the Customer Success Manager as needed Requirements: ● Demonstrate experience utilising computers ● Ability to troubleshoot and effectively ● Clear communication with peers ● Must think independently with an attention to detail ● Track and monitor tasks to completion ● Must be team oriented and maintain a professional demeanor at all times ● Enjoy helping and speaking with customers ● Excellent customer service and communication skills ● Must have a collaborative approach and positive attitude Please submit your to apply!

Our client, a Financial Services Firm, is seeking an Client Services Representative in their Dallas, TX location: Responsibilities: • Handle complex and escalated issues from financial professionals and customers. • Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc. • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer • Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule. • Utilize the CRM (Client Relationship Management) tool to accurately record each call. • Work independently within the team to assist callers without requiring outside assistance. • Participate in special projects as assigned. • Provide training support on department process and system navigation. What you need to have: • 1+ year of previous call center experience • 1+ year of proficiency with Microsoft Office tools. • Must have High School diploma or GED Really catch our eye with: • Demonstrate a real passion for providing high level of customer service. • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills • Top notch communication and interpersonal skills • Keen eye for detail • Highly responsive to coaching and training. • Able to work well independently as well as collaborating with team members and other peers/leaders • Show an understanding of the Financial Services Industry and our role in it. • Banking experience • College degree or equivalent experience Our top performers share the following traits: • Adaptable to change in a fast paced environment. • Courteous and empathetic to client concerns • Superior listening skills • Positive role model to colleagues • Team player attitude • Energetic and results-oriented

JOB PURPOSE: The Account Services Specialist assumes a pivotal role in delivering exemplary sales support and customer service within key sales territories. Tasked with fostering enduring relationships with Clients and Sales Representatives, this role serves as the conduit between clients and various internal teams to ensure the seamless and timely delivery of products and services. With a focus on organizing leads, mastering product intricacies, and delivering superior customer service, this position is integral to our sales network's success. DUTIES & RESPONSIBILITIES: Primary responsibility lies in cultivating customer relationships and executing engagement strategies to expand sales opportunities and market reach. Oversee the entire lifecycle of the Quote and Sales Order process, from Order Entry to Claims Field customer inquiries via phone and email, and initiate proactive outbound communications and follow-up Actively involved in sales pipeline management with the sales team to increase sales targets Attain mastery in all aspects of Clarus products, services, and branding, becoming a Subject Matter Expert. Collaborate closely with the Sales team to nurture existing client relationships and capitalize on new business prospects. Identify and exploit cross-selling and upselling opportunities to maximize client value. QUALIFICATIONS: Possess 3-5 years of experience in a similar role, Account Management, Territory Management or Project Coordinator. Demonstrate exceptional verbal and written communication, actively listening and problem solving skills. Display a collaborative mindset, adept at working across departments to devise client-centric solutions. Ability to thrive in a fast-paced, busy environment with distractions and manage multiple project deadlines. Ability to effectively manage multiple projects and Sales Representatives in designated territories, while maintaining acute attention to detail and adherence to deadlines and making Clarus easy to do business with. Demonstrate leadership capabilities coupled with an entrepreneurial outlook. Prior experience with CRM software (e.g., Salesforce, HubSpot, etc.). Previous involvement in project management is highly desirable, but not required. NetSuite experience is a plus. Bachelor's Degree preferred; however, relevant experience will be considered in lieu of a degree.

1. Customer Service (1) Keys in sales orders daily with no more than 2 errors per month (2) Sets up new clients as needed (3) Handles exception calls as needed (4) Provides support for sales reps as needed 2. Standing Orders (1) Sets up initial standing order for customer, as needed (2) Maintains standing orders, including holds, releases, and additions (3) Errors counted against metric stated in 1.1 3. Exception Processing (1) Processes exceptions into the Case module as needed (2) Creates credit memos, files freight claims, issues call tags, follows defective product procedure, and reships items all as required per exception 4. Freight Claims (1) Processes freight claims as needed (2) Processes disputes and pursues payment from the carrier (3) Files claim paperwork 5. Performs in a manner consistent with company Core Values and Purpose. 6. Attends all scheduled meetings, missing no more than 10% annually. 7. Clocks in and out for work and lunch with no more than 1 error per month. 8. Provides excellent customer service. 9. Follows all OSHA and other safety guidelines. 10. Actively demonstrates teamwork at all times. 11. Manages any stress on the job, including but not limited to meeting deadlines. 12. Adheres to company safety standards at all times, such that no serious (requiring medical attention) injury occurred during the prior 12-month period. 13. Follows other policies and procedures such that there are no verbal or written warnings during the evaluation period. The starting pay for this position is $17.45 Experience Required 2 years: At least 2 years’ experience in relationship-building customer service environment for a tangible Preferred 1 year: Experience with ERP systems such as Epicor Education Preferred High School or better. Qualifications Behaviors Preferred Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well Dedicated : Devoted to a task or purpose with loyalty or integrity Team Player : Works well as a member of a group Motivations Preferred Growth Opportunities : Inspired to perform well by the chance to take on more responsibility Self-Starter : Inspired to perform without outside help

Investor Services Associate Reports to: Investor Services Manager FLSA: Exempt Classification: Fulltime Remote: Limited Travel: None About Us: At U.S. Energy Development Corporation, our corporate motto "Strive for Excellence" isn't just a phrase – it's ingrained in our ethos. For over four decades, we've been at the forefront of project development in onshore North America, pioneering a distinctive approach. Our corporate culture revolves around six core values that guide every aspect of our operations, ensuring that we're all united in delivering outstanding results for our partners through top-notch performance and communication. If you're interested in joining us, visit our website for more information: U.S. Energy Development Corporation About the Role: The Investor Services Associate serves as the first point of contact for current and prospective investors, providing high-quality service and support across various channels. This role requires professionalism, attention to detail, and the ability to resolve issues efficiently while maintaining a positive investor experience. Responsibilities: Serve as the primary contact for inbound investor communications via phone and email Address inquiries regarding investment distributions, tax documents, and access to the investor portal Troubleshoot and resolve portal login or technical issues Resend investor statements, confirmations, and other documentation upon request Accurately log all investor interactions and activities in the CRM system Collaborate with internal departments (e.g., Accounting, Compliance, and IT) to escalate and resolve investor issues in a timely manner Maintain a high level of confidentiality and professionalism when handling sensitive financial and personal information Assist in onboarding new investors and updating account information as needed Support process improvements to enhance the investor experience Provide support to the Sales team as needed to ensure a seamless investor experience Candidate Requirements: Strong interpersonal and communication skills, both verbal and written Excellent organizational and time management skills with the ability to handle multiple priorities High level of accuracy and attention to detail Ability to work independently and as part of a collaborative team Customer-first attitude with a focus on service excellence Proficient in Microsoft Office Suite (Word, Excel, Outlook) Experience with CRM systems preferred (Microsoft Dynamics experience is a plus) Familiarity with investment documentation, tax forms (e.g., K-1s), or financial services is a strong plus Education and Experience: Bachelor’s degree in Business Administration, Finance, Communications, or a related field preferred 2+ years of experience in a customer service, client relations, or investor services role Experience in the financial services, energy, or real estate sector is advantageous

Whitmore Manufacturing, an CSW Industrials affiliated business, is a global provider of innovative products and services that increase the reliability, performance, and lifespan of industrial assets. We manufacture high performance lubricants, friction modifiers, application equipment, lubrication management systems, desiccant breathers and cleaners designed to meet the specific needs of each industry and application. Industrial customers worldwide rely on Whitmore to deliver the performance engineered solutions industry counts on even in the most adverse conditions and demanding environments. Whitmore is currently seeking a customer service representative to join our team at the Terrell, Texas facility. A great opportunity for a recent graduate! Position Purpose: Ensure fulfillment of orders through effective information exchange and daily interface (as appropriate and required) with customers, distributors, commercial team, operations planners, world-wide site shipping and supply chain contacts. Job Responsibilities: Maintain ownership of all details and communication throughout the order to cash process. Improve customer satisfaction and loyalty by building strong relationships with customer accounts. Negotiate commitment dates and enforcement of business rules with customers for all sales orders. Manage the entry, routing, and fulfillment of customer requests for information relating to order fulfillment such as requests for pricing, product availability, MSDS, COA, product specification sheets, shipment tracking, etc. Manage customer emergency requirements that may require “after-hours” support. Adhere to all order fulfillment and ISO procedures and any applicable cross functional process to ensure orders are processed first time right. Carry out P.O. review throughout the entire order processing cycle ensuring pricing accuracy per documented price deviations and communications. Perform any required credit/debit memo adjustments / return of material as per global guidelines, obtaining and documenting all necessary approvals and doing any necessary follow up with internal/external customers as needed. Follow all environmental and safety regulations, related to the business sector, and act in compliance with all US laws. Manage or participate in special projects as required. Ensure appropriate monthly reconciliation activities are completed on a timely basis to positively impact monthly sales reporting for all consignment accounts; Build and maintain good relationships with internal customers. Other duties as assigned by your supervisor. Essential Skills, Education & Experience: Associate's or Bachelor's degree in a relevant field. Bilingual (English/Spanish) preferred, with strong communication skills in both languages to effectively assist customers. Experience with JDE or SAP preferred, but not required. Proficiency in MS Office – Word, Excel, PowerPoint. General understanding of Supply Chain Management and the impact that different order activities and changes have upon the different points of the chain; Ability to acquire detailed knowledge of specific customers, products, product lines, and packing & shipping standards; Understands freight terms, payment terms, and pricing terms; Ability to liaison with other cross functional employees within Supply Chain and work with multiple processes and procedures; Highly self-motivated and capable of working independently Ability to recognize, analyze, and offer solutions to customer problems or involve the necessary people to ensure the problem is properly resolved; Ability to analyze customer order patterns to enable continuous improvement of order fulfillment process; Quick learner and have the ability to keep an open mind to changes that may impact daily activities. Whitmore offers excellent competitive wages, Performance and Attendance Bonus programs, world-class benefits, and unparalleled opportunities for development – all to create an invigorating and satisfying environment. Benefits: Medical, Dental, Vision insurance Disability insurance Life insurance Flexible Spending Account & Health Savings Account Paid time off (PTO) Maternity & Paternity leave Employee Assistance Program Tuition reimbursement 401(k) $1-$1 match, up to 6% - vest immediately 401(k) additional profit sharing – up to 3% Employer Stock Ownership Plan (ESOP) Whitmore is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, veteran status, disability, source of income, status as a victim of an intra-family offense, and place of residence or business. We support and care for our employees by providing them with development opportunities that enhance their career fulfillment; meaningful compensation & benefits that help them care for their family; and opportunities to contribute to the community and enhance the lives of others through Whitmore Cares.

We are a boutique, woman-owned financial advisory firm based in Commerce, TX, and we are committed to delivering personalized financial guidance to families, individuals, and business owners. Our firm prides itself on creating customized strategies to meet the unique needs of each client, combining deep financial expertise with a warm, service-oriented approach. We're driven by the impact we can make, both in our local community and in the lives of the clients we serve. We are our clients' advocates and trusted guides, helping them navigate life's financial complexities with confidence. Our comprehensive wealth management offering includes financial planning, retirement planning, investment management, employee benefits, insurance, and more. We believe in doing what is right and going the extra mile for our clients, and our clients stay with us because of the exceptional care and service they receive. As a small, tight-knit team, we collaborate and support each other every step of the way. As the Client Service Associate, you will play an important role on both sides of our business: financial planning and investment management, and employee benefits. On the financial planning and investment management side, you will support the advisory team and our clients by facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, marketing efforts, and administrative tasks. On the employee benefits side, you will assist us in supporting our employer groups by answering calls and questions, assisting with enrollment, gathering reports, helping to process monthly billing, and participating in on-site visits. You are highly organized and able to work independently, but you also thoroughly enjoy being part of a team. You are an administrative pro and a go-getter who rarely lets a detail slip through the cracks. You love to work with clients, have a positive and welcoming demeanor, and are always eager to help wherever you can. Due to the nature of our industry, this is an in-office position. While this is ideally a full-time role, we do have flexibility for part-time hours. Essential Functions: This position is responsible for, but not limited to the following: Greet and welcome clients in a friendly and professional manner in person and over the phone Assist in preparing for client meetings, including compiling necessary documents and information Handle client inquiries and follow up on outstanding tasks or requests Ensure a positive client experience by providing excellent service and timely responses Schedule meetings and manage calendars for the advisory team Handle routine matters for client accounts including processing name and address changes, beneficiary changes, bank authorizations, answering client questions Track outstanding client service items, proactively address outstanding issues or alerts and provide updates on pertinent items to the team Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored Assist with open enrollment by preparing materials, coordinating timelines, and supporting employees through the enrollment process Maintain accurate records and ensure timely submission of enrollment forms and supporting documentation Support the preparation of benefit summaries, plan comparisons, and renewal materials Participate in on-site visits to client locations to assist with benefit education, enrollment, and service support Support firm marketing efforts, including sending personalized marketing emails and client mailings, and organizing and participating in client events Order supplies and coordinate client gifts to enhance client relationships Maintain the office environment to ensure it is organized, clean, functional, and presentable at all times Perform various miscellaneous tasks as assigned Qualifications: Bachelor's degree in finance, marketing, business, or a related field highly preferred 1+ years' experience in financial service industry preferred Must be a commissioned Notary Public, or able to obtain certification within 6 months SIE and state insurance licensed highly preferred, or able to obtain within 6-12 months Knowledge of Broker Dealer and Investment Advisory Regulations a plus Intermediate to Advanced skills in all Microsoft programs (Word, Excel, PowerPoint, Outlook) Ability to communicate with clients and business contacts in a courteous and professional manner both verbally and in written format Strong with technology and aptitude to learn new software programs Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail Ability to work independently and as part of a team Detail-oriented and able to manage multiple tasks and deadlines