First Pro Services Reviews Jobs in Usa

This role has a minimum base pay from $15.00 per hour with higher starting pay available based on experience.

Floor & Decor strives to be the one-stop destination for our professional clients (PRO customer) in the hard surface flooring contractor space. This position is focused on building relationships with our PRO customers and in turn earning their trust, while helping grow their business. This position reports to the PRO Services Manager and supports the execution of Floor and Decor's PRO priorities.

Primary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers.

• High School diploma or equivalent. Associate Degree or higher is a plus.
• 1 year in retail or wholesale contractor sales, service, supply and/or professional installation.
• Strong written and verbal communication skills.
• Experience with Salesforce / CRM software is a plus.
• Bilingual in Spanish or the most dominant language in the Store trade-area is a plus.

Execute the PRO Services Blueprint to the highest levels to create a world class experience for our PRO Customers.

• Support the PRO desk in-store: phone calls, manage orders, order follow-up, customer support and escalations.
• Collaborate with the Store Team to identify PROs in our Store.
• Maintain extensive knowledge about Floor & Decor products.
• Train and support the Store Team on how to use our selling process.
• Understand our PRO business to educate our PRO customers and expand their participation.
• Offer and assist PROs to sign up for the PRO Premier Rewards Program, download and demonstrate the benefits of the PRO APP.
• Promote PRO Credit Solutions such as Commercial Business Account or PRO Premier Credit Card.
• Coordinate and assist with PRO Customers in-store activities.
• Collaborate in all store initiatives.
• Demonstrate ability to make effective program and benefit presentations.
• Must possess excellent customer service skills and be results oriented.
• Strong interpersonal skills to interact effectively at all levels and across diverse cultures.
• Ability to multi-task, meet deadlines, and work in a fast-paced environment.
• On occasion, in an effort to develop, travel to customer and PRO job sites with the Pro Services Manager to present F&D's benefits and capabilities.
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary to achieve assigned business objectives.

This position is hourly, knowing it may include hours which could exceed eight hours in a day.

• May require travel up to 20%.
• While performing the duties of this job, the employee is occasionally exposed to a warehouse environment and moving vehicles. The noise level in the work environment is typically moderate to noisy.
• Medium Work Ability to exert 20-50 pounds of force occasionally, and/or 10-25 pounds of force frequently, and/or greater than negligible up to 10 pounds of force constantly to lift, carry, push, pull, or otherwise move objects. The employee is often required to use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.

Floor & Decor considers all applicants for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, medical condition, pregnancy, marital or familial status, veteran status, or based on any other class protected by applicable federal, state, or local law. Floor & Decor also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.

This job description does not constitute an employment agreement between the employer and the employee and is subject to change by the employer at its sole discretion.

Monday - Friday 7:00 AM - 8:00 PM

Saturday 8:00 AM - 7:00 PM

Sunday 10:00 AM - 6:00 PM

Monday - Friday 7:00 AM - 7:00 PM

Saturday 8:00 AM - 7:00 PM

Sunday 10:00 AM - 6:00 PM

• Bonus opportunities at every level
• Career advancement opportunities
• Relocation opportunities across the country
• 401k with discretionary company match
• Employee Stock Purchase Plan
• Referral Bonus Program
• A personal holiday and Volunteer Time Off program
• Medical, Dental, Vision, Life and other Insurance Plans (subject to eligibility criteria)

Floor & Decor provides equal employment opportunities to all associates and applicants without regard to age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, disability, veteran status, genetic information, ethnicity, citizenship, or any other category protected by law.

This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment. This policy and the law prohibit employment discrimination against any associate or applicant on the basis of any legally protected status outlined above.

Facility Location

NATIONAL EEO SVC FACILITY

5405 CYPRESS CENTER DR STE 330

TAMPA, FL 33609-1026

This is NOT a remote position.

Position Information

NON-SCHEDULED DAYS: SAT/SUN

HOURS: 08:00 AM to 05:00 PM EST

BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.

Functional Purpose

Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.

DUTIES AND RESPONSIBILITIES

1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.

2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.

3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.

4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.

5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.

6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.

7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.

The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:

Requirements

• Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
• Ability to develop and provide EEO training.
• Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
• Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
• Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
• Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.

Reimbursement of relocation expenses will NOT be authorized

Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.

Applicants must also be a U.S. citizen or have permanent resident alien status.

Hallmark Aviation Services seeks to build a diverse team of highly motivated individuals to provide outstanding service to international airlines at SFO (San Francisco International Airport). We cater to a distinctive clientele.

We offer part-time and full-time positions.

• Excellent advancement opportunities
• Paid training
• Dynamic workplace
• Medical benefits
• Voluntary dental, vision, and a matching 401k plan
• Amazon incentives and travel perks

You will also learn to perform the following functions throughout the course of your employment:

• Learn behind-the-scene workings of an international airport.
• You will rotate through check-in counter, lobby area, departure gate, customs, arrivals and other areas within the airport.
• Experience how to effectively navigate through various challenges and flight activities to ensure on-time performance.
• Enjoy the opportunity to professionally interact with high-profile passengers.
• Partner with port authorities, crew members, and airline personnel to ensure a safe and secure travel experience.

Our teams consist of happy and ambitious individuals who contribute to making a fun and friendly work environment. Does this sound like you?

• Eager to learn new skills
• Organized and logical thinker
• Make quick and rational decisions
• Problem solving
• Ability to adapt quickly to unforeseen situations
• Effective communication skills and good listening skills
• Able to multi-task and carry out duties in a dynamic environment
• At least 18 years of age, high school graduate or G.E.D equivalent.
• Eligible to work in the United States
• English proficient, other languages are a plus.
• Computer savvy

Paid training with our highly knowledgeable and top performing training department.

Hallmark Aviation is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

If you've come this far, then take the next step towards elevating your skills and building your new career. It's just one click away.

SUMMARY

Hallmark is NOW HIRING friendly, fun, and professional customer service agents to provide exceptional service to our domestic/international airline(s). Great entry-level airline opportunity. Apply today! Basic Requirements

• At least 18yrs old, with a High School Diploma or G.E.D.
• Valid US work Authorization
• Able to speak, read and write in English
• Flexible schedule to work weekends, holidays & overtime
• Basic Math Skills: Adding, Subtracting, Division, and Multiplying
• Computer Literate
• Common sense and organized
• Mental capacity to make quick and rational decisions
• Effective communication skills and good listening skills
• Able to multi-task and carry out duties in a fast-paced environment
• Able to reading & comprehend reference materials, instructions, policies & procedures

DRUG SCREENING REQUIRED AT TIME OF HIRE

ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned)

• Perform a variety of duties at an airport including: assist customers with fare quotes; boarding gate functions,
• Perform assignments at the ticket counter, airport lobby, baggage counter, gate check-in, control-center, other functional areas, or rotation through all areas including bag-room, ramp and other terminals
• Maintain appropriate and professional interaction with airline passengers, Client(s), and Crew
• Translate, transcribe when possible
• Take care when handling company assets and be aware of costs associated with damage
• Complete accurate cash handling transactions, manifests, and labelling
• Operate machinery in accordance to operational policies and standards
• Operate computers, printers, & other equipment to enter, access, or manage data and information confidentially
• Reading, Interpretation & Comprehension of reference materials, Instructions, policies & procedures

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• * Varied shifts within a 24 hour clock
• * Some overtime
• * Occasional lifting of 70-100 lbs
• * Long periods of standing and walking long distances
• * Pulling, pushing and moving large bulky items including carts
• * Continuous standing, bending, kneeling, squatting, stooping, grasping and picking up items

Environmental Conditions: Involves continuous people interaction and exposure to aircraft sounds

Hallmark Aviation Services is the emerging force in \"Above-The-Wing\" Airline Passenger Handling Services. Hallmark Aviation Services has earned a reputation for providing first-rate services for some of the world's leading airlines. We invite you to learn more about Hallmark and the ultimate service we provide to our Clients \"Peace of Mind.\"

Equal Employment Opportunity Statement

Hallmark Aviation Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Hallmark Aviation Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Director of First Impressions

Guardian Financial | Bentonville, AR

If you’re warm, polished, reliable, and great with people, this could be a strong fit.

Guardian Financial is hiring a Director of First Impressions to be the first voice clients hear on the phone and the first person they see when they walk into the office. This role is essential to creating a welcoming, professional client experience while helping the advisory team stay focused on workshops, meetings, and day-to-day client service.

This is more than a front desk role. You’ll help keep the office running smoothly, support scheduling and client communication, and play a key part in how clients experience the firm from the moment they connect with us.

Compensation: $22–$25/hour

What you’ll do:

• Answer incoming phone calls with professionalism and warmth
• Greet clients and create a strong first impression in the office
• Schedule appointments and support calendar flow
• Assist with confirmation calls for workshops and events
• Help with administrative support tied to client meetings and advisor workflows
• After 90 days, assist with basic client applications, deposits, and withdrawals
• Maintain a dependable, polished presence in the office from 9:00 AM to 5:00 PM

What we’re looking for:

• Strong phone etiquette
• Customer service experience
• Friendly, personable communication style
• Professional presence and strong interpersonal skills
• Ability to learn quickly and follow training
• Reliability and punctuality

Nice to have:

• Reception or administrative experience
• Experience in a financial services or professional office environment

This role is ideal for someone who takes pride in making people feel welcome, keeping things organized, and being the person the team can count on every day.

DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization

COMPANY OVERVIEW AND MISSION

For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.

DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.

Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili

With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.

Key responsibilities this position will perform include:

1. Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
2. Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
3. Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
4. Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
5. Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
6. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
7. Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
8. Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
9. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
10. Performs other duties as assigned.

The ideal candidate will have:

• Associate’s Degree required/Bachelor’s Degree preferred in related field
• Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
• CTBS required within first year of employment
• Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
• Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.

We offer a competitive compensation package including:

• Up to 184 hours of PTO your first year
• Up to 72 hours of Sick Time your first year
• Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
• 403(b) plan with matching contribution
• Company provided term life, AD&D, and long-term disability insurance
• Wellness Program
• Supplemental insurance benefits such as accident coverage and short-term disability
• Discounts on home/auto/renter/pet insurance
• Cell phone discounts through Verizon
• Monthly phone stipend

**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**

You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.

DCIDS is an EOE/AA employer – M/F/Vet/Disability.

PI7c69c8eaebf5-3631

For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities, seek to understand what drives our customers and create customized solutions to meet their needs. Our mission is to enrich the lives of our customers, coworkers and shareholders through an unparalleled commitment to the client experience and passionate involvement in the community.

Job Reporting Relationships

Supervised by: Community Office Manager

Supervises: None

Basic Qualifications

Education/Training: A high school diploma or equivalent with an emphasis in a business or accounting curriculum; successful completion of First United Bank & Trust CSR Training Program; obtain and maintain appropriate Bank Product Knowledge Certification.

Skills: Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills sufficient to provide guidance and training to other Customer Service Representatives; ability to lift approximately fifty (50) lbs. of coin; visual and auditory skills.

Experience: A minimum of two (2) years' customer service experience in related positions normally required.

General Responsibilities

Responsible for performing a variety of duties to support the paying and receiving function of the community office; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Provide technical guidance to customers around bank technology through demonstrations and assistance. Must demonstrate MYBANK core values and uncommon service standards; including Modeling helpfulness, Yielding to the customer, Being passionate, Adapting solutions, Nurturing trust, Keeping it personal.

Essential Duties

1. Performs a variety of duties to support the paying and receiving function of the community office of which the following are illustrative:

a. Greets and serves customers in a friendly and courteous manner.

b. Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel.

c. Accepts and processes deposits of various account types.

d. Cashes checks within approved authority and operating policy.

e. Sells Cashiers Checks.

f. Recommends and demonstrates account service technology to enhance customer experience.

g. Completes CTR reports for multiple transactions or for transactions of $10,000 or more in cash.

h. Processes loan payments, and other related payments.

i. Processes night deposits and mail deposits.

j. Maintains branch cash vault.

k. Maintains an approved level of cash; turns in excess and mutilated cash.

l. Prepares daily settlement and proof of cash transactions; balances cash drawer accurately and efficiently on a daily basis.

m. Prepares reports relating to the function, e.g., currency transactions, BSA reports, etc.

n. Processes daily work on Branch Capture for transmission to corporate office.

o. Maintains supplies and an awareness of Teller supply inventory control; orders coin and currency for branch as needed.

2. Refers customers requiring loan or deposit account servicing, inquires about bank products and services or opening new accounts to the branch Relationship Advisor, Community Office Manager or appropriate business line specialist.

3. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.

5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.

7. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.

8. Provides technical guidance and training to other Customer Service Representatives.

Ancillary Duties

1. May be required, on occasion, to provide safe deposit box services to customers.

2. May be required to provide support in non-paying and receiving activities, e.g., new accounts, loans, etc.

3. May be required to balance and/or service ATM machines.

4. May be required to verify coin for vault cash control purposes.

5. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Location

Various locations as assigned

Equipment/Machines

1. Telephone

2. Calculator

3. Copy machine

4. Fax machine

5. PC/Computer keyboard

6. Printer

7. Currency/Coin machines

8. Branch Capture equipment

9. Cash Advance equipment

10. ATM machines

11. Sorter

12. Currency verifier

13. Combination lock

14. Check cutter

15. Office doors & security equipment

Full Time Employment Benefits: Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked. After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employee's sick time accrual. Sick time will begin accruing effective on the employees first year anniversary up to 120 days. At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy. After one year of service the employee is eligible for their annual vacation benefit.

Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1 st year of employment.

12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment. Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment. 401(k) eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed, and salary increase amount given based on individual performance.

This position is an hourly position eligible for overtime.

Hourly Range

Minimum: $15.00

Maximum: $22.12

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

Job Title: Service Operations Manager

Job Type: Full-time

Location: Hawthorne, NY (Hybrid)

Who Are We

Leviant deploys UV-C sanitization technology inside hospitals and hotels. Every device in the field represents a commitment to cleaner, safer environments. This role exists to keep that promise. A cleaner hospital is a safer hospital.

We move fast, hold ourselves to a high standard, and expect the same from the people around us. If you thrive with real responsibility, take pride in closing loops, and have a low tolerance for vague processes or dropped balls — read on.

The Role

This is a high-accountability, high-visibility role at the center of Leviant’s field operations. You will manage the full lifecycle of service requests — intake, triage, technician dispatch, parts coordination, documentation, invoicing, and closure.

Every service event contains valuable data. Recurring failures, error codes, and technician visits reveal insights about device performance. Your job is to capture those signals and translate them into improvements for product, service, and operations.

This role also includes time in the field. You will visit customer sites, shadow technicians, and speak with EVS teams and facility managers to understand how devices perform in real environments.

What You’ll Own

Service Intake & Triage

·  Serve as the first point of contact for service requests

·  Assess urgency and determine the fastest path to resolution

·  Provide remote troubleshooting and escalate when needed

Technician Dispatch & Coordination

·  Match service needs with the right technician and parts

·  Coordinate scheduling and maintain clear communication with customers

·  Ensure work is completed to Leviant standards

Parts & Inventory Management

·  Track repair and consumable inventory

·  Coordinate shipments so technicians arrive prepared

Salesforce & Documentation

·  Maintain accurate service records

·  Build a historical record for each device and customer site

·  Track personnel changes at customer locations

Invoicing & Financial Accuracy

·  Ensure work orders are complete and invoiced promptly

·  Maintain financial accuracy across service operations

Continuous Improvement

·  Lead weekly service reviews

·  Identify patterns in field issues and communicate insights to engineering

·  Improve internal service workflows

Field Presence

·  Conduct site visits to observe device performance

·  Build relationships with EVS teams and facility managers

·  Bring field insights back to improve product and service quality

What We Require

·  Relentless follow-through and ownership

·  Strong organizational ability

·  Fluency with CRM systems and productivity tools

·  AI-forward mindset to improve workflows

·  Clear professional communication

·  Adaptability in hospital environments

·  Strong collaboration across teams

Preferred Qualifications

·  Experience in service operations or field coordination

·  Experience managing technicians or service logistics

·  Familiarity with inventory management and invoicing

·  Experience with Salesforce or similar CRM platforms

·  Experience implementing AI tools in workflows

·  Healthcare, facilities, or hospitality operations experience

·  Second language (Spanish, Russian, or French)

Leviant is an equal opportunity employer. We evaluate candidates based on ability, character, and drive.