16 customer service representative Jobs in phoenixville, pa
Orion is Hiring a Client Service Representative Near Phoenixville, PA
As a Client Service Representative, you will be responsible for maintaining high standards of customer service to assigned clients of Orion. This position will work closely with other service team members and departments to ensure the highest level of services is received by the client. Primary objective of this job is to facilitate the advisor moving from a customer to a promoter of Orion's technology and service. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:
- Assign to a specific territory of advisors as their dedicated client service representative
- Manage client problems from start to finish; analyze client requests, explore possible solutions or coordinates with other departments following-through until resolution while being the single point of contact for the client
- Provide financial representatives with information, updates, and changes to all facets of wealth management related to custodian and Federal regulations and requirements including taxes, technology, workflows
- Counsel their advisors regarding best practices, policies and procedures, as well as providing guidance on how to handle requests or situations encountered
- Train advisors, as needed, on processes and available systems to serve their clients
- Manage daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
- Meet or exceed all daily and monthly business measurements
- Provide status updates to management as required
- Provide feedback to the team for continued improvements
- Maintain an atmosphere of appreciation of Advisors and Client issues
- Continually maintain an "above and beyond" service aptitude
- Daily promotion of our Service Vision and Principles
- Assist in project work as needed
- Has a minimum of 3 years of experience in customer service or financial industry
- Possess prior experience with Salesforce
- Has a minimum of a bachelor's degree in business, finance, or related major
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-Onsite
#LI-Hybrid
Salary Range:
$51,656.00 - $74,944.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As One-Orion , we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate , push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion's success and powers success for our clients and everyone at Orion.
Job Summary
Full Time
$49k-63k (estimate)
04/30/2024
05/15/2024
orioninc.com
EDISON, NJ
1,000 - 3,000
1993
ANTHONY MITCHELL
$50M - $200M
IT Outsourcing & Consulting
Related Companies
About Orion
NetRD Bilgi Teknolojileri ve Telekomnikasyon A.S, is now part of Orion Innovation Group... Orion is a leading digital transformation and product development services firm that provides business solutions rooted in Digital Strategy, Experience Design, and Engineering, delivering transformative business transformation and product development for our clients. With a unique combination of agility, scale and maturity, Orion is headquartered in Edison, NJ and has a team of over 4,750 associates in 9 major delivery centers across the Americas, Europe, and APAC. Our mission is to be an agile and trust ...
ed partner for business transformation initiatives, providing deep emerging technology, digital design and domain expertise. Orion has served Fortune 1,000 enterprises for over 25 years with clients across financial services, professional services, telecommunications and media, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce and education. The Wall Street Journal recently spoke to Raj and published a story on the recent acquisition of Tekmark Global Solutions. Read the article here: https://webreprints.djreprints.com/57342.html
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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
