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Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‐signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‐management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‐service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‐oriented office environment
- Familiarity with financial industry compliance standards is a plus
Wound, Ostomy, and Continence Nursing (WOCN) & Diabetes Resource Nurses (DRN) Teams Join and Lead Our Growing Clinical Teams! Are you ready to lead dedicated nursing teams delivering expert care across a diverse patient population? We are seeking a Nurse Manager to oversee both the Certified Wound, Ostomy, and Continence Nurse (CWOCN) team and the Diabetes Resource Nurses (DRN) team at UNC Medical Center.
This unique leadership opportunity combines two vital clinical programs aimed at improving patient outcomes and enhancing care delivery.
What You'll Lead: Oversight of a full-scope CWOCN practice encompassing pediatrics to adults in medicine, surgery, oncology, and outpatient care.
Leadership and development of the Diabetes Resource Nurses (DRN) team, advancing diabetes education and resource support throughout the UNC Medical Center.
Fostering a collaborative, innovative environment where nurses work together to solve complex patient care challenges.
Management of care delivery for complex wound cases, including Negative Pressure Wound Therapy (NPWT), ensuring high-quality outcomes in a growing service line.
Leading quality improvement initiatives such as reducing hospital-acquired pressure injuries (HAPI) and improving outcomes for new ostomates.
Mentoring, education, and coaching to empower both teams and promote continuous professional development.
Why Lead Our Teams? Our WOCN and DRN services are expanding alongside the anticipated launch of a complex wound service, bringing new expertise and resources to meet the growing wound care and diabetes management needs across North Carolina.
As manager, you'll be instrumental in shaping the future of these critical care areas, building strong provider partnerships, and ensuring your teams' success in delivering meaningful patient outcomes.
If you are passionate about nursing leadership and ready to make a broad impact across wound care and diabetes education, we want to hear from you! Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.
Summary: The Patient Services Manager II assists a higher level nurse manager in the following duties: ensuring that appropriate care and services are available to patients and families, ensuring adequate and appropriate clinical staffing on each shift, may supervise nursing staff, HUC staff and utility aide staff, providing assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues, providing and facilitating an environment conducive to staff continuing education needs, on-going unit-based educational needs and orientation of staff members.
Responsibilities: 1.
Patient Care
- Ensures that appropriate care and services are available to patients / clients and families.
Facilitates interdisciplinary collaboration in patient/client care planning.
Ensures appropriate clinical staffing and skill mix for patient care.
Supervises team of professionals / paraprofessionals which may include nursing staff, health unit coordinators, nursing assistants and utility aides.
2.
Human Resource Management
- Effectively manages human resources and creates an environment conducive to staff recruitment and retention.
Applies organizational policy and procedures in hiring, promoting, transferring and terminating staff.
Provides staff with annual performance feedback and opportunity to set professional goals.
Integrates scientific evidence regarding retention of nursing staff into unit planning.
3.
Budget Management
- Effectively uses clinical and financial information to establish and meet budgetary goals.
Implements strategies to increase revenue and cost-effectively manage personnel, supply, and equipment resources.
Evaluates the impact of strategic fiscal changes on quality outcomes.
4.
Accreditation Issues
- Ensures that internal and external regulatory standards or nursing practice are met or exceeded.
This includes organizational policy and procedures as well as state, JCAHO, Board of Nursing and other specified accrediting bodies.
Integrates current scientific evidence into standards of practice.
5.
Quality Improvement—Leads and participates in quality improvement initiatives that focus on identified patient safety or quality of care deficits.
6.
Education—Creates an educational environment conducive to student learning, staff continuing education, and orientation of new staff members.
Accountable for annual competency evaluation of staff that ensures staff has the knowledge and skills to care for the specified patient population.
Other Information Other information: Education Requirements: ● Bachelor's degree in Nursing (BSN) from a state-accredited school of professional nursing.
Licensure/Certification Requirements: ● Licensed to practice as a Registered Nurse in the state of North Carolina.
● BLS required.
Professional Experience Requirements: ● Two (2) years of professional nursing experience in a tertiary care setting, and one (1) year of experience in the area assigned.
Knowledge/Skills/and Abilities Requirements: Job Details Legal Employer: STATE Entity: UNC Medical Center Organization Unit: Wound, Ostomy Care Nurses Work Type: Full Time Standard Hours Per Week: 40.00 Pay offers are determined by experience and internal equity Work Assignment Type: Onsite Work Schedule: Day Job Location of Job: US:NC:Chapel Hill Exempt From Overtime: Exempt: Yes This is a State position employed by UNC Health Care System.
Qualified applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities.
All interested applicants are invited to apply for career opportunities.
Please email if you need a reasonable accommodation to search and/or to apply for a career opportunity.
d24ad0b8-823f-4e68-a892-2986ccdf7392
We provide workforce solutions to Global 1000 companies in Technology, Engineering, Finance, Clinical Research, Scientific, Digital/Creative/Marketing space.
Mindful of the opportunity gap, we provide balanced solutions for both employers and job seekers—elevating the standards of recruitment practice to a whole new level.
Our aim is to make a difference in the lives of job seekers by providing them with opportunities that broaden career horizons and expand skill sets.
We take pride in being a strong driver of mindfulness and balance at workplace.
EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.” Job Title: Customer Service Advocate Job Category: Customer Service Industry: Insurance Job Location: Columbia, SC Zip Code: 29219, 29203, 29229, 29201 Top 3/5 Skills: · Customer Service · Inbound/outbound call · Data Entry Job Responsibilities Responsible for responding to customer inquiries.
Inquiries may be non-routine and require deviation from standard screens, scripts, and procedures.
Performs research as needed to resolve inquiries.
Reviews and adjudicates claims and/or non-medical appeals.
Determines whether to return, deny or pay claims following organizational policies and procedures.
•45% Ensures effective customer relations by responding accurately, timely, and courteously to telephone, written, web, or walk-in inquiries.
Handles situations which may require adaptation of response or extensive research.
Identifies incorrectly processed claims and processes adjustments and reprocessing actions according to department guidelines.
•45% Examines and processes claims and/or non-medical appeals according to business/contract regulations, internal standards and examining guidelines.
Enters claims into the claim system after verification of correct coding of procedures and diagnosis codes.
Ensures claims are processing according to established quality and production standards.
•10% Identifies complaints and inquiries of a complex level that cannot be resolved following desk procedures and guidelines and refers these to a lead or manager for resolution.
Identifies and reports potential fraud and abuse situations.
Job Requirements · Required Skills and Abilities: Good verbal and written communication skills.
Strong customer service skills.
· Good spelling, punctuation and grammar skills.
· Basic business math proficiency.
· Ability to handle confidential or sensitive information with discretion.
· Required Software and Other Tools: Microsoft Office.
Work Environment: Typical office environment.
· Required Education: High School Diploma or equivalent · Required Work Experience: 2 years of customer service experience including 1 year claims or appeals processing OR Bachelor's Degree in lieu of work experience.
As a Bilingual Customer Service Representative
- (Spanish-English) working remotely in Sacramento, CA, you’ll be a part of bringing humanity to business.
#experienceTTEC Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! This position requires that you reside within 50 miles of Sacramento, CA.
What You’ll be Doing Do you have a passion for helping others and giving them peace of mind? Whether it’s getting answers for customers quickly or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You’ll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues What You Bring to the Role 6 months of customer service experience High school diploma or equivalent Great written and verbal communication skills in Spanish-English Computer experience High speed internet (> 15mbps) may be required for some programs What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage starting at $18.48 per hour And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.A Bit More About Your Role We’re committed to helping you build the skills and confidence to succeed, from day one and throughout your career.
Your training experience includes engaging, instructor‑led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates.
Webcam participation is expected during all instructor‑led TTEC and client‑required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration.
Along the way, you’ll also have access to individualized coaching and thousands of free courses to support your growth.
And while skills can be learned, your caring, supportive nature is what truly sets you apart.
At TTEC, you’re part of one dynamic, global family that’s here to support you every step of the way.
You'll report to Team Lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology.
Our work connects people and brands every day—and it starts with the talent behind the experience.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
As a Bilingual Customer Service Representative
- Spanish-English working on site in Las Vegas, NV, you'll be a part of bringing humanity to business.
#experienceTTEC Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! What You'll be Doing Do you have a passion for helping others and giving them peace of mind? Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues What You Bring to the Role Bilingual in English and Spanish 6 months or more of customer services experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage starting at $18 per hour plus performance bonus opportunities Easy, free and confidential access to a variety of helpful services through the Employee Assistance Program And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives, 401k plan, health and wellness benefits (medical/dental/vision coverage options) Visit for more information.A Bit More About Your Role We're committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can't be taught
- a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team Lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
As a Lead Customer Service Representative working onsite, you’ll be a part of bringing humanity to business.
#experienceTTEC Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! This position requires that you reside within 75 miles of Portsmouth, VA.
If chosen for the position, you'll be assigned to work onsite on either 4010 Victory Blvd.
Suite 150, Portsmouth, VA 23701, or at 1701-C Church St.
Norfolk, VA 23504.
What You’ll be Doing Do you have a passion for leading a team and ensuring operations run smoothly? You’ll have ownership over delegating tasks to CSRs, verifying nightly deposits, and maintaining accurate records.
Whether it’s investigating patron accounts, resolving escalations with care, or ensuring KPI targets are met, you’ll be the difference between a team that’s simply functioning and one that’s thriving under strong leadership.
During a Typical Day, You’ll Delegate tasks to Customer Service Representatives, ensuring they handle scanning, communications, Quality Assurance, and cleaning tags effectively.
Investigate patron accounts and handle complaints or escalations to provide accurate information and resolutions.
Verify nightly deposits and update the Daily Reconciliation Spreadsheet, ensuring accuracy and understanding of inventory processes.
Ensure Key Performance Indicator targets are met for the Walk-In Center and maintain complete knowledge of all Customer Service Representative responsibilities.
Display leadership qualities, set a good example for the team, and fully support the Supervisor.
What You Bring to the Role High school diploma or equivalent 6 months prior inventory & data entry experience or related experience preferred Skilled in MS Office, spreadsheet, and processing programs Data Entry skills (35 wpm) Dependable, accurate and detail oriented What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage starting at $17.50 plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.A Bit More About Your Role We’re committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to the Team Leader.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
As a Mandarin-English Bilingual Customer Service Representative working at the Embacardo BART station in San Francisco, CA, you’ll be a part of bringing humanity to business.
#experienceTTEC Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! What You’ll be Doing Do you have a passion for working with people? Do you love being outdoors? If you love providing a quick, simple solution and providing change with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You’ll Work directly with Clipper customers in face-to-face interactions, providing them support and helping them complete various actions with respect to Clipper cards.
Issue Clipper cards and add transit value to cards using a custom Point-of-Sale system Respond to a wide range of questions about using physical and mobile Clipper cards to pay for transit around the Bay Area.
Account for cash, commuter checks and credit/debit card payments completed during a shift.
What You Bring to the Role Bilingual in English and Mandarin Candidates must reside in San Francisco, CA and be willing to work onsite at the ticket booth located in Embarcadero BART Station.
Basic excel and computer knowledge Cash handling experience Handle and deescalate customer service situations What You Can Expect Part time
- 20-25 hours per week, 5 hours per shift Monday – Saturday (Saturdays are required) within the hours of 7am – 7pm, Saturdays are 9am-2pm Supportive of your career and professional development An inclusive culture and community-minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage starting at $22.06 per hour plus performance bonus opportunities Visit for more information.A Bit More About Your Role We’re committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to Team Lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
As a Cantonese-English Bilingual Customer Service Representative working at the Embacardo BART station in San Francisco, CA, you’ll be a part of bringing humanity to business.
#experienceTTEC Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! What You’ll be Doing Do you have a passion for working with people? Do you love being outdoors? If you love providing a quick, simple solution and providing change with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You’ll Work directly with Clipper customers in face-to-face interactions, providing them support and helping them complete various actions with respect to Clipper cards.
Issue Clipper cards and add transit value to cards using a custom Point-of-Sale system Respond to a wide range of questions about using physical and mobile Clipper cards to pay for transit around the Bay Area.
Account for cash, commuter checks and credit/debit card payments completed during a shift.
What You Bring to the Role Bilingual in English and Cantonese Candidates must reside in San Francisco, CA and be willing to work onsite at the ticket booth located in Embarcadero BART Station.
Basic excel and computer knowledge Cash handling experience Handle and deescalate customer service situations What You Can Expect Part time
- 20-25 hours per week, 5 hours per shift Monday – Saturday (Saturdays are required) within the hours of 7am – 7pm, Saturdays are 9am-2pm Supportive of your career and professional development An inclusive culture and community-minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage starting at $22.06 per hour plus performance bonus opportunities Visit for more information.A Bit More About Your Role We’re committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to Team Lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
Your potential has a place here with TTEC's award-winning employment experience.
As a Customer Service Representative
- Financial Services, working onsite in Charlotte, NC you'll be a part of bringing humanity to business.
experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! What You'll be Doing Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You'll Answer questions about products via phone while providing website navigation support and assisting with the application process Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request Meet established goals for all performance metrics including call quality, productivity, and schedule adherence Participate in projects or process improvements to drive operational excellence What You Bring to the Role 1 year of customer service experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage of $19 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.
A Bit More About Your Role We're committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can't be taught – a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
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Job title:
Field Service Manager
Location:
Livermore or Modesto, CA
Reports to:
Senior Field Service Manager
Compensation:
$130,000-$140,000 Base plus variable compensation
Summary of the position:
The Field Service Manager's core responsibility is to the HAC customer experience as well as training and developing the organization's field service technicians. The role includes managing a team of service technicians, guidance and support for the HAC technician advancement program, technician follow up calls, in person training on all systems, customer in person visits and assists on the direct contact for maintaining the customer relationships. This position works in cooperation with the Service Operations Manager in implementing and managing the HAC's service procedures. The candidate should exhibit dynamic leadership and communication skills with an emphasis on team building and customer engagement.
Duties and responsibilities:
- High Level Business Objectives:
- Work with Service Operations Manager to develop a market strategy aimed toward account retention and services growth in the region.
- Coordinate with General Manager on select activities/initiatives to improve the customer experience and improve store profitability.
- Develop a team of highly knowledgeable and motivated Service Technicians and assist in them achieving their personal and professional goals.
- Provide training and billable service work as required
- Services Leadership:
- Work with Service Operations Manager to facilitate a plan to always provide reliable 24-hour emergency service support for our customer base.
- Identify potential service technician candidates and work with HR to bring them to the company to enhance the team and meet the objectives of the company.
- Assess performance of service technicians.
- Ensure that all service technicians are trained and receive certifications in all relevant aspects of industrial equipment repair and maintenance commensurate with their tenure with the company.
- Ensure all service personnel have a working knowledge of all computer programs supplied them by the company to fulfill the responsibilities assigned to them.
- Maintain technician staffing at appropriate levels for business requirements.
- Ensure warranty work is completed in accordance with manufacturer flat rate guidelines while assisting the warranty coordinator in providing required documentation for efficient claims processing.
- Responsible for professionalism of service technicians, cleanliness of trucks, providing and maintaining the fleet of specialized tools, and maintaining a relationship with our uniform supplier in cooperation with the Director of Operations in keeping with the Hitachi/Sullair brand.
- Compliance/Miscellaneous:
- Work with EHS Manager to ensure compliance of EH&S policies in accordance with organizational and local requirements.
- Maintain a clean, safe, working environment.
- Attend training with the Sullair factory to stay current on product offerings and technologies.
- Travel as required to drive business activity and attend training. 80% Field / 20% Office
- Demonstrate flexibility/teamwork as additional items will be required to help grow the business.
- May involve multi-branch location responsibilities
Education:
- Associate degree preferred but not required.
- Technical Training/Certifications in the compressed air industry is a plus.
- High School Diploma Required
Position Requirements:
- Five plus years field service experience in the compressed air industry.
- Proven leadership experience with strong written and verbal communication.
- Strong understanding of Microsoft office suite.
- Experience with ERP systems a plus.
Direct reports:
- Service Technicians
The successful candidate is responsible for complying with Hitachi's Code of Ethics and related policies. In performing the job, the incumbent shall take all steps necessary to comply with our safety rules and requirements and must actively support the organization's efforts to meet and exceed its goals of creating and maintaining a safe workplace.
This description is to serve as a guide. It is intended to be flexible and will continue to evolve over time with business needs and demands and may be updated periodically and at the Company's discretion.
Hitachi Global Air Power US, LLC is an equal opportunity employer and will not discriminate based on race, religion, color, age, gender, sexual orientation, national origin, genetic information, veteran status, physical or mental disability, or other protected categories under applicable law, whether in recruitment, employment, promotion, transfer, compensation, or other conditions of employment.
