Private Client Select Jobs in Usa

WHO IS BUZZ?

Buzz is a global design company that creates signature moments for travel. For two decades, we’ve partnered with world-leading airlines, hotels, cruise and rail brands to reimagine travel with innovative product experiences. Our creations become iconic collaborations and keepsakes that span luxury amenity, skincare, textiles and sleepwear, tabletop and service ware, tech, audio and children’s products. By bringing extraordinary brands together, we create carefully considered partnerships that become meaningful collaborations for all.

WHAT IS THE ROLE

This exciting role sits within the Buzz Client Service Team, reporting to the Director, Client Service Hotels and will be responsible for retaining and growing a small number of high-level client relationships within major Hotel chains. Your role is to liaise with clients and internal production and logistics to ensure all product is delivered to time and within budget. You will also manage a number of product refreshes during the lifecycle of the Hotel contract, as well you will look for opportunity for revenue growth within accounts.

WHAT ARE WE LOOKING FOR?

A seasoned account director who takes ownership of their client portfolio, managing strategic client relationships and generating new opportunities within these accounts.

The successful candidate will have:

· Previous experience managing high-value accounts and preferably experience in the product development process, either through selling into hotels or wholesale retail

· Proven ability to deliver growth in revenue and repeat business by successfully managing existing client relationships.

· Highly tuned analytical skills with the ability to apply this to the development of sales strategies and plans.

· Demonstrated experience in effectively managing cross-functional teams to deliver on deadlines and outcomes for your clients.

· Sound knowledge of CRM's and project management tools such as Smartsheet and Salesforce, with int-adv. MS Office skills.

· An understanding of, and network within, Hotels would be considered advantageous - either developed through selling into this industry for several years or having worked within the industry directly.

· An interest in luxury brands and a passion for travel.

BUZZ CULTURE

At Buzz, we pride ourselves on doing things in ways that inspire discovery. Our fast-paced, vibrant culture can be experienced the moment you step foot into our office and realise you are in our Buzz Café, with breakfast and lunch provided daily, snacks, drinks and endless coffee for everyone’s enjoyment. Our employees are creative and passionate beings. They push boundaries, thrive out of comfort zones, love a challenge and tackle them head on. Our collaborative teams deliver amazing results by trusting in one another’s expertise. The way we innovate and add a Buzz twist to everything we do is what we hope will inspire you.

We have generous employee benefits too, from rewards to paid parental and birthday leave. We might be biased, but we think Buzz is leading the way as a great employer. Our culture is truly values-driven, which is what we believe makes Buzz a uniquely wild and welcoming place to work.

If the above sounds like you, we would love to hear from you! So please apply NOW!!

We would love to be able to contact everyone personally, however, this is not possible. If you have not heard from us within 4 weeks of submitting your application, we thank you for your interest in joining the Buzz team but on this occasion, your application was not shortlisted.

Industry

Company Description

Renova Aesthetics is dedicated to helping individuals reveal their best selves through a tailored approach to health optimization. Located in Carmel, Indiana, the company offers a wide range of aesthetic services, salon treatments, spa experiences, and wellness solutions. Renova Aesthetics leverages cutting-edge technology and expertise to ensure clients look and feel their best. We are committed to personalized care and pride ourselves on enhancing confidence and well-being.

Role Description

This is a full-time, on-site role for a Client Relations Coordinator located in Carmel, IN. The Client Relations Coordinator will be responsible for communicating with clients, managing client inquiries, scheduling appointments, collecting payment, ensuring consent forms are signed, overseeing customer relationships, and ensuring overall client satisfaction.

Qualifications

• Strong communication and client relations skills, with the ability to engage effectively and build positive relationships with clients.
• Proficiency in customer service with a client-first approach to ensure an exceptional experience.
• Excellent organization and project management skills to handle appointments and multiple tasks effectively.
• Attention to detail and ability to adapt to a dynamic and fast-paced work environment.
• Experience in the beauty, wellness, or healthcare sector is a plus.

Benefits

• Health Insurance
• PTO
• 401k
• Free Services

Schedule Available

Monday 9-2pm

Tuesday 8-5pm

Wednesday 2-8pm

Thursday 2-8pm

Saturday 9-4pm

Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive at Longwave.

The Role:

You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment team creates, manages and trades the portfolios.

The Fit:

You view being an advisor as a calling rather than a profession. Being of service to clients is a privilege that you honor through dedication and commitment. You are interested in sustainability and want to be part of a firm that lives its values. You expect a lot of yourself, are driven to excel and understand that this is your life's work.

Your Experience:

·       B.A.

·       CFP or in process of obtaining designation.

·       At least 5 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations.

·       If fully licensed (series 7, 66 and NYS Life & Health), clean U4.

Your Skills:

·       Very team-oriented

·       Strong, adaptive technology abilities

·       Intellectual curiosity and passion for our business

Our office is located in Grand Central and our hybrid schedule is in office M-Th with Fri WFH. You will occasionally travel to see clients in our Hudson Valley location or in other states.

Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who take March Madness way too seriously, talk about food while eating food and know a lot of movie trivia, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. 

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

Summary:  

The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general.

Responsibilities

Sales Performance:

• Achieve and exceed sales and metric goals
• Utilize product knowledge and trends to provide relevant styling suggestions
• Actively engage with customers, building relationships to drive repeat business
• Maintain knowledge of store key performance metrics and work towards targets
• Collaborate with the management team to develop action plans and sales strategies

Customer Service/Clienteling:

• Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers
• Assist customers by selecting appropriate styles based on their needs and preferences
• Use Product Knowledge to speak to the collection’s vision and the product’s quality
• Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up
• Proactively reach out to clients based on their preferences and past purchases 

Sales Floor/Operations:

• Maintain the visual presentation of the store, ensuring VM standards are met
• Assist in floor sets and replenishment of merchandise as needed
• Complete opening and closing duties
• Uphold operational expectations through stock handling, shipping, and receiving, careful packing, light to moderate lifting, and, depending on the location, stairs while lifting.
• Collaborate with the management team to oversee any additional operational tasks
• Other duties as assigned

The A.L.C. Style Seven! - Key responsibilities of Stylists include:

1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion.
2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic.
3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve.
4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively.
5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses.
6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering.
7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact.

Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices.

Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms.

Qualifications:

• Previous experience in a retail role, preferably with a fashion luxury/contemporary brand
• Strong sales, customer service, and communication skills
• Basic computer skills in retail point of sales system, excel, and word 
• Organizational skills and an eye for detail
• A positive, high energy, entrepreneurial spirit
• A team player who is inspired by other’s successes as well as your own
• Able to work retail hours, including weekends and holidays

The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate’s relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

Summary:  

The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general.

Responsibilities

Sales Performance:

• Achieve and exceed sales and metric goals
• Utilize product knowledge and trends to provide relevant styling suggestions
• Actively engage with customers, building relationships to drive repeat business
• Maintain knowledge of store key performance metrics and work towards targets
• Collaborate with the management team to develop action plans and sales strategies

Customer Service/Clienteling:

• Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers
• Assist customers by selecting appropriate styles based on their needs and preferences
• Use Product Knowledge to speak to the collection’s vision and the product’s quality
• Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up
• Proactively reach out to clients based on their preferences and past purchases 

Sales Floor/Operations:

• Maintain the visual presentation of the store, ensuring VM standards are met
• Assist in floor sets and replenishment of merchandise as needed
• Complete opening and closing duties
• Uphold operational expectations through stock handling, shipping, and receiving, careful packing, light to moderate lifting, and, depending on the location, stairs while lifting.
• Collaborate with the management team to oversee any additional operational tasks
• Other duties as assigned

The A.L.C. Style Seven! - Key responsibilities of Stylists include:

1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion.
2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic.
3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve.
4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively.
5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses.
6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering.
7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact.

Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices.

Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms.

Qualifications:

• Previous experience in a retail role, preferably with a fashion luxury/contemporary brand
• Strong sales, customer service, and communication skills
• Basic computer skills in retail point of sales system, excel, and word 
• Organizational skills and an eye for detail
• A positive, high energy, entrepreneurial spirit
• A team player who is inspired by other’s successes as well as your own
• Able to work retail hours, including weekends and holidays

The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate’s relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.

• Set up and maintain accurate account details, contacts, and policy information in EPIC

• Attach, organize, and name documents in EPIC

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.

• Endorse policy in EPIC

• Create activities in EPIC and assign applicable team-member.

• Order loss runs

• 0-2 years experience in Commercial Property and Casualty

• Licensed or obtaining state Property & Casualty insurance license within a specified time frame

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.

• Strong written, oral, and interpersonal communication skills.

• Able to follow a well-established and familiar set of activities and/or process to derive a solution.

• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.

• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

• HS Diploma or equivalent

Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
#LI-MA1

Powered by JazzHR

Experience the SYNERGY HomeCare difference, where we are united under one purpose, to bring wholehearted, life-energizing care to as many people as possible - on their own terms, in their own homes. And that starts with compassionate, care-minded people like YOU! When you join the SYNERGY HomeCare team as a CNA, you will feel appreciated, recognized, and rewarded for the comforting, life-affirming care that comes right from your heart! Our promise to our clients is to bring full support for fuller lives and to elevate their confidence knowing they have a certified nursing assistant like you by their side.

Do you:

• Enjoy serving others?
• Have a big heart with a lot of love to share?
• Take charge with a warm smile?

We always have an opening for CNAs who can answer yes to these questions. At SYNERGY Homecare we create a world of care at home for all, which means you will have the opportunity to care for a wide variety of people; spanning all ages and all abilities. We are seeking certified nursing assistants to join our independently owned and operated national agency.

SYNERGY Homecare offers Certified Nursing Assistants, CNAs:

• Competitive pay between $16.50-$18.00
• Direct deposit
• Paid orientation and ongoing training
• Time-and-a-half pay for overtime and holidays
• Flexible schedules and matching CNA's with nearby clients
• Employee recognition programs

As a Certified Nursing Assistant, CNA with SYNERGY Homecare, you will:

• Provide attention to clients' non-medical needs, including companionship and social engagement
• Provide personal care to clients as needed
• Assist client with light housekeeping, meal preparation, and medication reminders
• Establish communication and a professional relationship with clients, family members, and co-workers
• Provide reliable care by being punctual and consistently covering shifts

Certified Nursing Assistant, CNA Benefits include:

• Pto/Sick time

If you would like to join our outstanding team at SYNERGY Homecare, apply today!

Meet Our Team:

Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.

Picture Yourself at Pega:

You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.

What You'll Do at Pega:

• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation

• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy

• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints

• Represent Pega at key industry events

• Lead client change management efforts to shape sales methodology and prospecting best practices

• Build C-level networks and inbound thought leadership

• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling

Who You Are:

A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.

What You've Accomplished:

• 10+ years enterprise software sales experience

• Strong success with complex, strategic accounts hunting for new logos and within existing accounts

• Experience strategically prospecting/radiating in complex accounts

• Recognized thought leadership (speaking, content, awards)

• Trusted advisor to C-level executives

• Influence on product direction through client feedback

• Leadership of major client transformation initiatives

Pega Offers You:

• Market leading Forrester and Gartner technology and referenceable clients

• A high impact, collaborative sales environment

• Executive visibility and influence on strategic accounts

• Competitive base, uncapped commission with aggressive accelerators, and equity

• Comprehensive benefits that support work life balance

Additional Information

Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.

Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications

GDPR Candidate Privacy Notice

Pegasystems Limited UK Gender Pay Gap Statement

EEO/AA Policy Statement

Your Employee Rights Under the Family and Medical Leave Act

E-Verify Notice

Employee Polygraph Protection Act Rights

Location: Lyndhurst, NJ (in-office preferred; flexibility may be available depending on fit)

Type: Full-time

About Tekcard Payments

Tekcard Payments is a payment processing and technology company supporting merchants nationwide and a growing ISO/partner channel. We run a fast-paced operation where everyone wears multiple hats and client experience matters.

The Role (Not Generic “Customer Service”)

We’re hiring a Payments Client Services Analyst to support merchants and partners across day-to-day servicing, onboarding coordination, and light operations tasks. This is a B2B, finance-operations style support role—ideal for someone coming from banking, accounting support, fintech, merchant services, or other detail-driven client operations.

You will handle merchant requests, coordinate with internal teams (Underwriting/Risk/Tech/Accounting), and keep accounts moving. You may also support our Premier ISO/Partner channel with status updates, documentation requests, and basic system tasks.

What You’ll Do

• Merchant Support (B2B): Handle inbound merchant questions via phone/email/ticketing—funding/deposit questions, batching, statements, charge schedules, and general account support.
• Partner / ISO Channel Support: Assist partners with onboarding status, missing items, and basic platform/process questions (with clear escalation paths).
• Light Operations / Account Maintenance: Update merchant profiles (bank updates, ownership changes, contact changes), help key/confirm data in internal systems, and ensure clean documentation.
• Issue Triage + Escalation: Identify what’s a client education issue vs. a technical issue vs. a risk/underwriting issue; escalate with clean notes and supporting details.
• Chargeback/Dispute Assistance: Guide merchants on dispute documentation and timelines; route cases appropriately.
• Documentation & Case Notes: Maintain accurate notes, checklists, and follow-ups so nothing falls through the cracks.

You’re a Strong Fit If You…

• Communicate clearly and professionally (written + verbal).
• Are organized and comfortable working multiple queues at once.
• Like structured work: checklists, documentation, clean notes, follow-ups.
• Can learn systems quickly (CRM/ticketing, portals, spreadsheets).
• Can stay calm when a merchant is stressed about money/timing.

Relevant Backgrounds That Translate Well

We’re intentionally trying to avoid “retail-only customer service.” Strong backgrounds include:

• Bank branch operations, deposit ops, treasury support, ACH support
• Accounts receivable / billing support / client accounting support
• Mortgage servicing support / loan operations / escrow processing
• Merchant services support, fintech support, payment operations
• B2B customer support where accuracy + documentation mattered

Requirements

• 1–3+ years in a client-facing operations role (banking, fintech, accounting support, merchant services, etc.)
• Strong attention to detail and comfort with systems + Excel/Google Sheets
• Ability to handle sensitive information with professionalism and discretion

Nice to Have

• Payments/merchant services exposure (funding, batching, statements, chargebacks)
• Experience supporting partners/agents/ISOs (B2B channel support)
• Familiarity with onboarding workflows and verification steps
• Equal Opportunity Employer: Tekcard Payments is an equal opportunity employer.