<p>We are looking for a detail-oriented and proactive Customer Service Specialist to join a team in Newtown Square, Pennsylvania. This Contract to permanent position offers an opportunity to support producers and contribute to the efficient management of client data within our CRM system. If you have a passion for customer service, data accuracy, and administrative excellence, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to producers during the sales process to ensure smooth operations.</p><p>• Manage and maintain client databases and CRM systems to improve data accuracy and usability.</p><p>• Perform data entry tasks, including reformatting spreadsheets and correcting system errors.</p><p>• Collaborate with data analysts to input and organize data effectively within the CRM system.</p><p>• Utilize Microsoft Excel for formatting, sorting, and managing client-related information.</p><p>• Respond to inbound and outbound calls, ensuring a high level of customer service.</p><p>• Handle email correspondence professionally and in a timely manner.</p><p>• Schedule appointments and manage calendars to support team efficiency.</p><p>• Address system errors and inconsistencies by reviewing and updating data regularly.</p><p>• Assist with lead and sales generation tasks to drive new business opportunities.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in New York, New York. This position involves providing essential administrative support, managing data systems, and ensuring smooth operational processes. Ideal candidates will have excellent organizational skills and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Perform data entry tasks and maintain accurate records in Salesforce.<br>• Generate and manage reports to support organizational decision-making.<br>• Assist with reconciliation processes to ensure accuracy in financial and operational data.<br>• Create and oversee acknowledgments and communications, including newsletters and other correspondence.<br>• Support database administration by organizing and updating information effectively.<br>• Collaborate with team members to streamline administrative processes and workflows.<br>• Provide general administrative assistance to ensure the smooth functioning of daily operations.<br>• Monitor and manage email communications, ensuring timely responses and proper follow-ups.<br>• Coordinate with leadership and other departments to address operational needs.<br>• Maintain confidentiality and handle sensitive information with discretion.
<p>We are looking for an experienced Accounts Receivable Specialist to join a team in Limerick, Pennsylvania. This is a long-term contract position with the potential for growth into a permanent role. The ideal candidate will thrive in a fast-paced environment and contribute to maintaining accurate financial records while supporting daily cash management tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and post cash transactions efficiently and accurately.</p><p>• Apply payments to customer accounts while ensuring compliance with company standards.</p><p>• Handle check deposits and verify their accuracy.</p><p>• Perform data entry for accounts payable invoices as needed.</p><p>• Collaborate with the team to resolve discrepancies in accounts receivable.</p><p>• Maintain organized and up-to-date financial records.</p><p>• Utilize intermediate Excel skills to track and manage financial data.</p><p>• Support billing functions and ensure timely invoicing.</p><p>• Assist in commercial collections when necessary.</p><p>• Contribute to improving workflows and processes within the accounts receivable department.</p>
