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Client Management Director

Directs the activities of Account Executives in building strong relationships with clients. Plans, organizes, implements, and evaluates outcomes of the department's strategic plans. Typically requires a college degree in marketing and experience in the health care industry and previous supervisory experience.: Develops strategic initiatives and transforms initiatives into action plans. Works with Account Executives to service custom client groups. Assists in the development and management of strategic accounts. Oversees preparation, coordination, and delivery of plan performance presentations. Identifies supporting strategies for product and program pricing, retention, and net revenue growth. Prepares and manages the departmental budget. Hires, develops, and motivates a qualified Account Executive staff and assesses employee ability to achieve desired performance levels.

Account Manager Client Services

Manages and motivates a staff to help deliver outstanding service and strong account management to a broad customer base. Manages the service or sale of certain accounts, with duties entailing estimating and analyzing records of present and past operations, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred. Provides thorough and professional services that enable the organization to meet the customer's expectations. Organizes, coordinates, and maintains the internal activities of team. : Finds and contacts potential new customers. Keeps in contact with customers, answers their questions, and deals with complaints. Establishes a strong customer service culture, helping to create the reputation of the business as a trusted advisor to customers. Possesses excellent communication and team leadership skills, and outstanding organizational skills. Uses innovation and forward thinking to build strong internal and external relationships. Understands and improves processes to deliver on customer expectations. Predicts future market trends and develops new sales ideas. Interprets accounts and records to management. May be responsible for sales budget. May attend trade shows and conferences.

Client Technologies Manager

Directs and coordinates activities of department in manufacturing establishment concerned with providing customers technical services in conjunction with marketing activities: coordinates technical liaison services between management, production department, sales department, and customers with newly developed techniques or practices in processing company products, and to inform customers of new types, specifications, and end-uses of products. Confers with production department managers to assist in specific classification of products from quality assurance position, report on new product or process technology of competitors, and to discuss new specifications required by customers. Directs investigation of customer complaints regarding quality, tolerances, specifications, and delivered condition of products. Records, analyzes, and informs concerned personnel of production quality assurance, and sales departments of status and disposition of customer complaints and claims. Negotiates settlement of claims, for which company is responsible, within limits prescribed by management. May survey potential markets for increasing sales.

Client Server Programmer

Develops, encodes, tests, documents, and installs complex programs to support an organization's client/server software systems. Reviews, analyzes, and modifies programming systems.: Prepares complex program specifications and diagrams and develops coding logic flowcharts. Plans and accomplishes goals by required deadlines. Works at a highly-technical level on most phases of client/server programming activities. Serves as an expert in one or more client/server programs and advises others in the group. Interacts daily with users on various management levels. May lead and direct the work of others.

Guest Services Representative

Welcomes and acknowledges all hotel, motel, or other lodging establishment guests according to company standards; anticipates and addresses guests' service needs; assists individuals with disabilities; and thanks guests. Organizes, confirms, processes, and conducts guest check-ins/check-outs, room reservations, requests, changes, and cancellations. Processes and secures payment and verifies and adjusts billing. Provides information to guests concerning rates, availability of rooms, description of facilities and services, and information about area entertainment and attractions, sight-seeing opportunities, and local shopping and dining.: Processes all guest check-ins by confirming reservations in computer system, verifying guest identity, requesting form of payment, assigning room, and issuing, activating, and filing room keys in accordance with property policies and procedures. Responds to and resolves guest requests and relays messages. Identifies and explains room features to guests; supplies guests with directions and information regarding property amenities, services, and hours of operation, and local areas of interest. Ensures that any outstanding requests or problems from the previous day receive priority and are resolved. Runs and reviews daily reports/logs. Accepts and records wake-up call requests and delivers to appropriate department. Processes all payment types, adjustment vouchers, paid-outs, correction vouchers, and miscellaneous charges; and provides change. Notifies Loss Prevention/Security of any guest reports of theft. Follows all company policies and procedures; reports accidents, injuries, and unsafe work conditions to manager; ensures uniform and/or personal appearance are clean and professional; maintains confidentiality of proprietary information; and protects company assets. Complies with quality assurance expectations and standards. May issue escort instructions to bellhop. May keep records of room availability and guests' accounts. May post charges, such as room, food, liquor, or telephone, to ledger. May make restaurant, transportation, or entertainment reservation, and arrange for tours. May deposit guests' valuables in hotel safe or safe-deposit box. May order complimentary flowers or champagne for guests. May rent dock space at marina-hotel.

Financial Services Representative

Sells financial services and provides customer support to prospective and existing customers. Opens new accounts and services established accounts.: Provides members with all necessary disclosures and information for service. Conducts orientation interviews on services with each new customer. Provides basic financial services to customers such as answering general investment questions, placing trades, sending and receiving payments, checking and savings transactions, transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line-of-credit advances, assisting with account balancing, etc. Responds to customer requests, problems, and complaints, resolves issues, and directs them to the appropriate staff. Provides accurate market data and cross-sells products.

Client Service Coordinator

Coordinates and evaluates client services and departmental marketing, customer relationship management, and outreach strategies. Drives the flow of company or department, maximizes the productivity of the work team, ensures good communication with team members and clients, and coordinates the care of clients. Recruits new clients by promoting client products or services.: Provides support to advisors and/or qualifying managers. Sets up client appointments, as necessary, creates appointment/meeting agendas, and composes meeting summaries. Manages all aspects of client marketing projects, including training, support, and implementation. Works proactively with clients and company/department to help solve problems. Educates clients about company products or services. Prepares and submits event marketing compliance documentation and assists in preparing for events. Establishes and maintains client communication and builds strong relationships. May conduct administrative functions as necessary.

Member Services Representative

Communicates effectively with providers and members of the health plan, answering inquiries about member eligibility, plan benefits, claims status, and demographics. Provides customer service to plan members, providers, and employer groups by answering complex benefit questions, resolving issues, and educating callers. Typically has more than two years of experience in customer service.: Receives inquiries from members via the Internet, telephone, and in writing regarding covered benefits. Provides assistance in resolving problems such as finding physicians, arranging transportation, ordering identification cards, changing primary care case managers, filing appeals, resolving billing errors, and accessing payment. Maintains records of all contacts and results. Provides claim status, payment amounts, and/or denials for processed claims. Reports successive claims payment issues or member issues to management for appropriate intervention. Assists providers with standard electronic claims submission questions and works with providers to resolve problems in filing electronic claims. Mails out provider directories and new member packets. Assists providers and members in accessing information via the organization's online services directory. May intercede on the member's behalf with providers and other parties to resolve member problems.

Customer Service Representative (General Calls)

Interacts with customers to provide information in response to inquires about accounts, products, and services. Handles and resolves customer complaints, special orders, or returns in-store or via phone or mail. Answers customers' questions regarding product or service and operation or maintenance. Receives and processes orders, provides information concerning pricing, changes in service, discontinuance, and shipping. May solicit sale of new or additional services or products. Nature of products and services is at a level of complexity that usually involves up to two years of directly related study, training, and/or experience to acquire job know-how. For Financial Representative, see Customer Service Representative Financial.: Talks with customers by phone or in person to ensure the best service possible. Interviews customers to obtain information and explain available services. Investigates and corrects errors, following customer and company records. Adjusts complaints concerning billing or services rendered. Refers complaints of product or service failure to appropriate departments for investigation. Coordinates customers' service needs with other departments as required to ensure customer service. May obtain credit records from credit reporting agency. May visit customers' premises to obtain order or resolve customer problems.

Customer Service Representative (Specialized Calls)

Interacts with customers by phone or in person to provide information and to ensure the best technical service possible. Answers customers' technical or scientific questions regarding product or service and operation or maintenance. For less complex or lower level technical or scientific questions see Customer Service Representative (General Calls). Level and complexity of product and/or service usually involves more than two years of directly related study, training, and/or experience.: Interviews customers to obtain information, identify problem, and provides technical assistance. Acts as a liaison between development, engineering, sales, distributors and customers. Refers complaints of product or service failure to appropriate departments for investigation. Coordinates customers' service needs with other departments as required to ensure customer service. May receive orders, resolve complaints about billing, and explain how to use product or service. May visit customer premises to resolve customer problems.



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