<p>We are looking for a Customer Service Representative to support our client in the Haddam, Connecticut area through a Contract position focused on responsive, detail-oriented service. In this role, you will handle inbound inquiries, assist with order-related requests, and provide clear product and service information to help resolve issues efficiently. The ideal candidate is attentive, courteous, and committed to creating positive customer experiences while building trust with every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls and inquiries with a service-focused approach.</p><p>• Enter and update customer orders accurately while confirming details and resolving discrepancies.</p><p>• Provide clear information about products, services, and account-related questions to support customer needs.</p><p>• Investigate customer concerns and work toward timely, effective solutions for routine issues.</p><p>• Document interactions and maintain accurate records of requests, updates, and follow-up actions.</p><p>• Manage both inbound and outbound communication as needed to address questions and complete service requests.</p><p>• Escalate more complex concerns to the appropriate team when additional support is required.</p>
We are seeking a compassionate and detail-oriented Customer Service Representative to support seniors, caregivers, and community members by providing information, coordinating services, and resolving inquiries. This role is ideal for someone who is empathetic, highly organized, and committed to delivering excellent customer support. Based on general knowledge. Key Responsibilities Handle inbound calls and inquiries from seniors, caregivers, and community members regarding services, programs, and eligibility requirements. Based on general knowledge. Coordinate services by connecting callers with resources such as transportation, meal programs, healthcare support, and benefits. Based on general knowledge. Perform data entry and case tracking, including logging interactions, updating client records, and documenting service requests in the system. Based on general knowledge. Resolve customer concerns by following up on requests and escalating more complex issues as needed. Based on general knowledge. Provide administrative support, including scheduling appointments and assessments. Based on general knowledge. Assist with intake processes for new clients. Based on general knowledge. Manage emails and general office communications. Based on general knowledge. Qualifications Previous service coordination experience required. Based on general knowledge. Strong customer service skills with the ability to handle inquiries professionally and efficiently. Based on general knowledge. Proficiency in Microsoft Office Suite required. Based on general knowledge. Experience with data entry, documentation, and maintaining accurate records. Based on general knowledge. Top Soft Skills Empathetic and patient approach when assisting others. Based on general knowledge. Clear and detail oriented communication skills, both verbal and written. Based on general knowledge. Strong multitasking and organizational abilities in a fast-paced environment. Based on general knowledge.
We are looking for a Customer Experience Representative to join a collaborative team in Connecticut. This contract-to-permanent opportunity is ideal for someone who enjoys supporting customers, assisting sales efforts, and managing a variety of service-related tasks in a fast-moving environment. In this role, you will help strengthen customer relationships while contributing to order coordination, product support, and day-to-day operational coverage.<br><br>Responsibilities:<br>• Engage customers and retail partners through proactive outbound outreach to support sales activity and build ongoing business relationships.<br>• Prepare pricing information and product quotes while responding to inquiries with accurate and timely follow-up.<br>• Receive customer orders, enter order details into the system, and coordinate processing to support on-time shipment.<br>• Monitor open orders and communicate updates to customers regarding progress, timing, and any follow-up needs.<br>• Provide product guidance and technical assistance to help customers make informed purchasing decisions.<br>• Manage return requests and help resolve service issues in a thorough and customer-focused manner.<br>• Step in to support order entry coverage when needed to maintain workflow continuity across the team.<br>• Assist with customer engagement initiatives, including promotional events, trade shows, and new product launch activities.
We are looking for a Sales Support Coordinator to join our team in Pleasantville, New York. This position plays an important role in keeping sales operations organized, ensuring customer orders move smoothly from quotation through invoicing and delivery. The ideal candidate is detail-oriented, responsive, and comfortable working across customer service, sales, and accounting functions in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee the preparation, tracking, and maintenance of customer sales agreements to ensure records remain complete and current.<br>• Process quotes into confirmed orders and finalized invoices using internal business systems with a high degree of accuracy.<br>• Serve as a central point of contact for customers, sales staff, and internal departments throughout each stage of the order process.<br>• Provide day-to-day support to assigned sales representatives by monitoring order activity, addressing issues, and helping meet customer expectations.<br>• Partner with customers and accounting teams to support billing, payment follow-up, and coordination of accounts payable and receivable activities.<br>• Compile and share recurring accounts receivable updates, including payment status, deposits, and related reporting details.<br>• Handle sample requests, track inventory levels, and keep sample materials organized for efficient distribution.<br>• Coordinate fulfillment activities by aligning shipping timelines, delivery arrangements, and order logistics with internal teams.<br>• Maintain accurate information in company databases and produce operational reports for leadership and corporate stakeholders as needed.
<p>We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.</p><p><br></p><p>Responsibilities:</p><p>• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.</p><p>• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.</p><p>• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions.</p><p>• Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship.</p><p>• Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation.</p><p>• Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management.</p><p>• Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations.</p><p>• Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts.</p><p>• Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance.</p><p>• Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations.</p>