<p>We are looking for a dedicated Customer Service Representative to join a team in Montgomeryville, Pennsylvania. In this fully onsite role, you will be responsible for supporting sales operations, managing order processing, and ensuring exceptional customer service. This is a Contract-to-long-term position, offering the opportunity to transition into an ongoing role based on performance.</p><p><br></p><p>Responsibilities:</p><p>• Process customer orders with accuracy and efficiency, ensuring timely fulfillment.</p><p>• Create and update quotes for customers, addressing their specific needs.</p><p>• Calculate and apply tariff surcharges as required for various transactions.</p><p>• Set up accounts for new customers, vendors, and sales representatives while maintaining accurate records of sales territories.</p><p>• Generate and manage discrepancy reports and corrective actions to resolve issues.</p><p>• Handle backorders to support production needs and ensure customer satisfaction.</p><p>• Establish terms for new customer accounts by acquiring and reviewing credit references.</p><p>• Communicate effectively with customers, addressing inquiries and following up to ensure satisfaction.</p><p>• Utilize Epicor software and Office tools to manage data and streamline processes.</p>
We are looking for a meticulous and proactive Customer Service Representative to join our team in Carlstadt, New Jersey. In this long-term contract role, you will provide exceptional support to ensure smooth order processing, accurate documentation, and excellent customer interactions. This position is ideal for someone with a strong background in administrative tasks and a customer-focused mindset.<br><br>Responsibilities:<br>• Process customer orders efficiently, ensuring accuracy and timely placement.<br>• Coordinate and create shipments to meet delivery schedules and customer expectations.<br>• Generate invoices for completed orders and ensure proper documentation.<br>• Scan and organize documents to maintain accurate and accessible records.<br>• Provide general administrative support to assist in daily office operations.<br>• Respond to inbound customer inquiries, delivering prompt and attentive service.<br>• Work closely with the team to ensure seamless communication and workflow.<br>• Utilize Salesforce or similar software to manage customer data and track interactions.
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Parsippany, New Jersey. In this role, you will play a key part in ensuring smooth and efficient order management while delivering exceptional service to our clients. The ideal candidate will be detail-oriented, proactive, and skilled in communication to support our dynamic business operations.<br><br>Responsibilities:<br>• Accurately input and manage domestic and international sales and sample orders, ensuring all details such as pricing, product specifications, delivery timelines, and account information are correct.<br>• Monitor and oversee open orders, adjusting to changes prompted by customer requests, production schedules, or shipping delays.<br>• Maintain and update customer pricing information, running reports to identify issues and ensuring accurate billing for shipped orders.<br>• Process chargebacks related to demurrage or detention with high precision and ensure proper customer billing.<br>• Utilize tools like SAP, OneNote, and SharePoint to organize customer and product information while managing Z block reports.<br>• Work collaboratively with teams in logistics, supply chain, marketing, and sales to streamline order processing and enhance customer satisfaction.<br>• Investigate and resolve customer inquiries or concerns promptly and professionally to maintain strong client relationships.<br>• Generate reports and analyze data to identify trends or areas for improvement in customer service operations.<br>• Communicate effectively with customers via email and phone to provide updates, clarify details, and ensure their needs are met.
<p>We are seeking a motivated and detail-oriented Customer Service Representative to join our team. In this role, you will provide outstanding service to customers, ensuring inquiries, orders, and concerns are handled efficiently and professionally. This position offers opportunities for growth within the organization while contributing to a culture of excellent customer care.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter customer orders accurately and verify details for completeness.</li><li>Communicate order status, shipping dates, and any potential delays to customers.</li><li>Handle special-order requests and ensure appropriate follow-up.</li><li>Manage web-based orders and provide timely updates to relevant teams.</li><li>Log customer feedback, complaints, and resolution details.</li><li>Support internal teams, including marketing and sales, as needed.</li><li>Respond to general inquiries about the company and provide requested information.</li><li>Process payments and verify accuracy of transactions.</li><li>Coordinate with production, shipping, and courier services to resolve order issues.</li><li>Assist with clerical tasks and special projects, such as generating quotes, issuing purchase orders, maintaining records, and producing invoices.</li></ul>
<p><strong>Position: </strong>Customer Support Representative</p><p><strong>Location:</strong> Near Levittown, PA</p><p><strong>Schedule:</strong> Monday–Friday, 8:00am–5:00pm (100% Onsite)</p><p><strong>Type: </strong>Temporary Contract with Potential to Convert to Permanent Based on Business Needs</p><p><br></p><p><strong>Overview:</strong></p><p>We are seeking a proactive and customer-focused Customer Support Representative to manage inbound calls and inquiries from customers and prospective clients. In this role, you’ll be responsible for entering and maintaining customer orders, providing product information, preparing price quotations, and ensuring timely and accurate communication throughout the order process. This position requires strong organizational skills, attention to detail, and the ability to build positive relationships with customers, internal teams, and external partners.</p><p><br></p><p>The ideal candidate is resourceful, self-motivated, and comfortable working in a dynamic environment where priorities may shift based on business needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for customers via phone, email, and occasional in-person interactions.</li><li>Enter new customer orders and update, validate, and release existing orders in the system.</li><li>Prepare fabrication orders with clear instructions and drawings, identifying inventory needs as required.</li><li>Verify order accuracy and communicate estimated delivery dates.</li><li>Ensure timely order acknowledgements are sent to customers and corresponding sales representatives (within 24 hours).</li><li>Provide timely and accurate responses to inquiries regarding product availability, lead times, order status, shipping details, and issue resolution.</li><li>Present pricing, credit terms, and related information in alignment with company policies.</li><li>Communicate any changes or delays in shipping schedules promptly.</li><li>Prepare customer quotes or assist the sales team with quoting requests.</li><li>Collaborate with warehouse personnel to ensure smooth processing and timely shipment of orders.</li><li>Communicate with suppliers and occasionally coordinate the purchase of non-stock items when needed.</li><li>Assist with ERP database upkeep, including entry of part and kit details.</li><li>Work closely with outside sales representatives and field teams.</li><li>Identify discrepancies and recommend corrective actions.</li><li>Report customer service concerns or issues in a timely manner.</li><li>Participate actively in sales meetings and internal team discussions.</li></ul><p><br></p><p><strong>Key Performance Objectives:</strong></p><ul><li>Deliver an exceptional customer experience and manage expectations effectively.</li><li>Provide accurate quotes and follow through in a timely manner.</li><li>Maintain error-free order processing and internal documentation.</li></ul>
<p>We are seeking a Customer Service Representative to join our team on a long-term contract basis. In this role, you will serve as a key point of contact for our customers, ensuring their needs are met efficiently and effectively. This position offers an excellent opportunity to build lasting relationships while delivering exceptional service and contributing to a collaborative team environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Process customer orders accurately and promptly to ensure seamless transaction flow.</li><li>Manage customer accounts by addressing inquiries and resolving issues to maintain a high level of satisfaction.</li><li>Act as the primary liaison between customers and internal departments to facilitate order fulfillment.</li><li>Handle inbound calls professionally, providing clear and helpful responses to customer questions.</li><li>Utilize Microsoft Excel, Word, and Outlook to track orders, maintain records, and communicate effectively.</li><li>Document all customer interactions in an organized manner for future reference.</li><li>Collaborate with team members to improve processes and enhance service quality.</li><li>Address customer concerns promptly, offering solutions in line with company policies.</li><li>Monitor order status and proactively provide updates to customers.</li><li>Support additional administrative and operational tasks as needed.</li></ul>
<p>We are seeking a dedicated and customer-centric <strong>Bilingual Spanish Customer Service Representative</strong> to join our team. In this role, you will provide exceptional service and support to customers in both English and Spanish, addressing inquiries, resolving issues, and ensuring customer satisfaction. The ideal candidate is passionate about helping others, has excellent communication skills, and thrives in a fast-paced environment.</p>
<p>We are looking for a dedicated Accounting Clerk with customer service expertise to join our client's team in Bucks County, Pennsylvania. This hybrid role combines accounting responsibilities with customer support, requiring strong organizational skills and attention to detail. The ideal candidate will contribute to both financial operations and ensure exceptional service to our customers.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries professionally and assist with sales and service-related questions.</p><p>• Process customer orders in QuickBooks, ensuring accurate pricing and timely confirmations.</p><p>• Track purchase orders, reconcile costs, and provide shipping updates to vendors and customers.</p><p>• Monitor inventory levels, coordinate shipments, and handle restocking tasks when necessary.</p><p>• Maintain detailed records for major equipment sales, including warranties and submission documentation.</p><p>• Generate invoices for parts and accessories, follow up on overdue payments, and manage collections.</p><p>• Record vendor bills, reconcile expenses, and process expense reports in QuickBooks.</p><p>• Prepare weekly sales order reports and share them with management.</p><p>• Assist with administrative tasks, including overseeing office supply inventory and supporting special projects.</p><p>• Collaborate with customer service representatives during absences or peak times.</p>
<p>Customer Support Associate</p><p><strong>Location: </strong>Pipersville, PA</p><p><strong>Schedule: </strong>Monday–Friday, 8:00 AM – 5:00 PM</p><p><strong>Type: </strong>Full-Time, Temporary-to-Hire (Initial Onsite Requirement; Hybrid Potential Later)</p><p><strong>Overview:</strong> A medical equipment distributor based in Pipersville is seeking a proactive and detail-oriented Customer Support Associate to join their team. This role will begin fully onsite, with the potential to transition into a hybrid schedule once training and performance milestones are met. The ideal candidate will have strong communication skills, experience working in a fast-paced environment, and familiarity with order processing, customer service support, and accounting-related tasks.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>Customer Support</p><p>• Serve as the first point of contact for incoming phone calls and customer inquiries.</p><p>• Enter and process sales orders, verify pricing, and send confirmations to customers.</p><p>• Generate purchase orders to vendors and track shipments to ensure timely delivery.</p><p>• Keep customers and sales representatives informed of order status and delivery timelines, including updating internal CRM systems.</p><p>• Assist with inventory control, including preparing shipments, receiving product, and ordering replacement stock as needed.</p><p>• Maintain and update records for equipment sales, warranties, and related documentation.</p><p>• Prepare and distribute weekly sales order status reports.</p><p>• Organize and maintain sales literature and marketing materials.</p><p><br></p><p>Accounts Receivable</p><p>• Create and send invoices for parts and accessory sales.</p><p>• Monitor and follow up on past due payments.</p><p>• Process deposits and record customer payments.</p><p>• Maintain organized filing of closed receivables.</p><p><br></p><p>Accounts Payable</p><p>• Receive and distribute vendor invoices.</p><p>• Enter bills into QuickBooks and process expense submissions.</p><p>• Send ACH notifications and update related payables records.</p><p>• Record commissions for service-related sales.</p><p>• Maintain organized filing of closed payables.</p><p>Administrative Support</p><p>• Provide backup support to customer service and internal sales staff during peak periods or absences.</p><p>• Assist with general office support, supply ordering, and special projects as assigned.</p>
We are looking for a dedicated Office Services Associate to join our team on a Contract basis in New York, New York. In this role, you will provide essential back-office support, including reprographics, mail services, and hospitality assistance, in both physical and digital environments. This position plays a key role in ensuring smooth operations and delivering exceptional service to clients and internal teams.<br><br>Responsibilities:<br>• Manage reprographics and mail services tasks, ensuring adherence to established procedures and deadlines.<br>• Operate and maintain office equipment, including troubleshooting basic issues and replenishing supplies such as paper and toner.<br>• Maintain accurate logs and records for all office service activities, ensuring proper documentation and tracking.<br>• Communicate effectively with supervisors and clients to address job-specific or deadline-related concerns.<br>• Perform quality assurance checks on completed work to ensure accuracy and client satisfaction.<br>• Prioritize and organize workflow to handle multiple tasks efficiently in a fast-paced environment.<br>• Assist with reception, hospitality, and audio/visual services as needed to support team operations.<br>• Handle sensitive and confidential documents with discretion and professionalism.<br>• Adhere to company and client-specific policies while using resources in a cost-effective manner.<br>• Lift and transport materials weighing up to 50 pounds as part of daily responsibilities.
<p>We are looking for a highly driven Client Outreach Representative to join our team in New York, New York. In this role, you will play a key part in connecting small business owners to tailored solutions that help restructure their financial obligations and enable sustainable growth. If you excel in communication and enjoy making a meaningful impact, this position offers an exciting opportunity to contribute to client success.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outbound calls daily to engage with potential clients and introduce service offerings.</p><p>• Utilize conversation guides and criteria to pre-screen prospects effectively.</p><p>• Identify client challenges and match them with appropriate solutions and product paths.</p><p>• Forward leads to the underwriting team or account executives for further processing.</p><p>• Maintain accurate records of interactions and notes using the designated CRM system.</p><p>• Collaborate with internal teams to ensure seamless client experiences.</p><p>• Stay updated on service offerings to provide accurate and relevant information during outreach.</p><p>• Monitor and assess client feedback to improve outreach strategies and communication.</p><p>• Support the development of outreach campaigns to enhance client engagement.</p>
<p>We are looking for a detail-oriented General Office Clerk. PART TIME! 2 days a week!! In this role, you will provide essential administrative support, including data entry, scanning, and clerical tasks, while assisting the Accounts Receivable department with various administrative duties. This is a long-term contract position, offering an excellent opportunity to contribute to a dynamic machinery manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily mail distribution and ensure timely processing.</p><p>• Perform accurate data entry tasks to maintain records and databases.</p><p>• Provide scanning services for documents and organize files effectively.</p><p>• Assist the Accounts Receivable department with administrative tasks to support financial operations.</p><p>• Carry out general clerical duties, including scheduling appointments and coordinating shipping functions.</p><p>• Utilize Microsoft Office tools such as Word, Excel, and Outlook for routine tasks.</p><p>• Maintain organized filing systems to ensure easy retrieval of documents.</p><p>• Deliver exceptional customer service when interacting with internal and external stakeholders.</p><p>• Support office operations by performing miscellaneous administrative tasks as needed.</p><p>• Ensure adherence to company policies and procedures in all office activities.</p>
Position summary <br> The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other Williams Lea service lines as needed. <br> <br> Job qualifications <br> - High school diploma or equivalent. <br> - Minimum 1 year office services experience preferably in a legal banking or large corporate environment. <br> - Skilled in the use of mail phone email digital reprographics and mail equipment. <br> - Familiar with general back office procedures to meet and maintain client satisfaction. <br> - Proven customer service skills are required in order to create maintain and enhance customer relationships. <br> - Good written and verbal communication skills including detail oriented telephone and email etiquette. <br> - Attention to detail with good organizational skills. <br> - Must be able to meet deadlines and complete all projects in a timely manner. <br> - Ability to handle sensitive and/or confidential documents and information. <br> - Able to make independent decisions that conform to business needs and policy. <br> - Good problem-solving skills with the ability and understanding of when to escalate a problem to a supervisory level. <br> - Must work well in a team environment. <br> - Must be able to interact effectively with multi-functional and diverse backgrounds. <br> - Ability to work in a fast-paced environment. <br> - Must be self-motivated with positive can-do attitude. <br> <br> Supervision <br> - Number and titles of direct reports if any: n/a <br> - Received: Lead Office Services Associate Supervisor Manager Director <br> <br> Job relationships <br> - Internal: This position works closely with the Office Services team <br> - External: Clients <br> <br> Job duties <br> * denotes an essential function <br> - *Utilize appropriate logs for all office services work. <br> - *Ensure that job tickets are properly filled out before beginning work. <br> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. <br> - *Follow procedures to run jobs in proper order. <br> - *Communicate with supervisor or client on job or deadline issues. <br> - *Meet contracted deadlines for accepting completing and delivering all work. <br> - *Troubleshoot basic equipment problems. <br> - Be able to lift up to 50 lbs. on a regular basis. <br> - Prioritize workflow. <br> - Performs Quality Assurance on own and work of others. <br> - Load machines with various paper toner supplies. <br> - Answer telephone emails and place service calls when needed. <br> - Interact with clients in person over the phone or electronically. <br> - Adhere to Williams Lea policies in addition to client site policies. <br> - Use equipment and supplies in a cost-efficient manner. <br> <br> Working conditions <br> - Position operates at sites with maximum of 24/7 operations. Individual shift requirements wil...
We are looking for a Customer Experience Specialist to join our team in Parsippany, New Jersey. In this role, you will play a pivotal part in ensuring exceptional service for our customers by managing order processing, optimizing logistics, and driving efficiency in supply chain operations. This is a Contract-to-Permanent position within the food and beverage industry, offering an exciting opportunity to contribute to a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Oversee the entire order management process, from purchase order receipt to delivery, ensuring seamless coordination with internal teams and external stakeholders.<br>• Optimize shipping strategies to maximize cost efficiency and improve delivery performance.<br>• Track and analyze shipping efficiency gains and share insights with cross-functional teams.<br>• Process customer orders using SAP and proprietary systems, ensuring accuracy and timeliness.<br>• Collaborate with customers to streamline order processing and enhance overall logistics performance.<br>• Minimize claims and discrepancies by ensuring compliance with shipping and order standards.<br>• Manage returns, credits, and claims processes efficiently to maintain customer satisfaction.<br>• Generate reports and perform data analysis to support customer service and logistics improvements.<br>• Utilize advanced Excel skills, including pivot tables and VLOOKUP, to track shipments and manage order data.<br>• Support continuous improvement initiatives by analyzing processes and proposing cost-to-serve enhancements for key accounts.
<p>Our client is looking for a dedicated Relocation Customer Coordinator to join our team in the Somerset, New Jersey area. In this role, you will act as the key contact for clients, ensuring smooth coordination and exceptional customer service throughout the relocation process. You will collaborate with service partners, manage documentation, and oversee logistics to deliver top-tier mobility solutions.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary liaison for clients, guiding them through relocation processes to ensure satisfaction and seamless transitions.</p><p>• Coordinate domestic and international mobility services, conducting needs assessments and resolving any issues that arise.</p><p>• Partner with approved service providers to manage logistics efficiently, prioritizing quality and customer satisfaction.</p><p>• Maintain accurate records in client and employee databases, ensuring compliance with documentation standards.</p><p>• Update systems promptly with service progress details from clients, internal teams, and external partners.</p><p>• Adhere to data privacy standards, ensuring secure handling of all sensitive information.</p><p>• Build and sustain positive relationships with clients, service partners, and internal teams to ensure high-quality service delivery.</p><p>• Assist with administrative tasks and contribute to overall operational efficiency.</p><p>• Comply with established quality policies and procedures, supporting audits and ensuring adherence to standards.</p><p>• Identify opportunities for upselling and cross-selling to enhance client benefits while optimizing company profitability.</p>
<p>We are looking for a motivated Sales/Business Development Representative to join our team in New York, NY. This Contract position offers an excellent opportunity to engage in lead qualification, support senior sales efforts, and collaborate closely with marketing teams to drive business growth. If you thrive in a dynamic, performance-driven environment and are eager to develop your sales career, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Qualify and nurture incoming leads through initial outreach and discovery conversations.</p><p>• Conduct assessments of client needs and coordinate meetings for senior sales representatives.</p><p>• Perform research and data entry to identify potential prospects and support lead generation.</p><p>• Collaborate with marketing teams to understand scoring criteria and improve lead conversion.</p><p>• Assist in the creation of sales proposals and conduct detailed client research.</p><p>• Join sales team meetings and contribute to client presentations when applicable.</p><p>• Maintain accurate records of leads and manage pipelines using CRM tools.</p><p>• Participate in marketing events and campaigns to enhance lead generation efforts.</p><p>• Provide feedback to marketing teams on lead quality and conversion rates.</p><p>• Support the development of sales enablement materials and case studies.</p>
<p>Our client is looking for a dedicated Agency Manager to oversee the daily operations of an in-house insurance agency in the Asbury Park, New Jersey area. This leadership role will involve managing staff, growing the agency's book of business, and serving as a liaison for funeral homes to ensure their insurance needs are met. The ideal candidate will bring a strong background in insurance management and a commitment to upholding the organization’s mission and values.</p><p><br></p><p>Responsibilities:</p><p>• Manage the overall operations and administration of the insurance agency, including developing, documenting, and maintaining business processes, policies, and procedures.</p><p>• Supervise and provide direction to licensed insurance representatives and administrative staff, ensuring their activities align with agency goals.</p><p>• Build relationships with member firms and actively participate in industry events to promote agency services and identify growth opportunities.</p><p>• Expand and maintain existing client accounts while delivering exceptional customer service.</p><p>• Serve as the primary contact between insurance carriers, funeral homes, and agency staff to facilitate smooth operations.</p><p>• Organize and conduct business meetings with potential clients, delivering tailored presentations to address their needs.</p><p>• Safeguard confidential client records and ensure compliance with company policies regarding data protection.</p><p>• Collaborate with accounting staff to manage billing reconciliations and oversee receivables.</p><p>• Mentor and coach team members, providing training and conducting annual performance evaluations.</p><p>• Contribute to budget planning, monitor expenditures, and approve financial decisions as necessary.</p>
We are looking for a detail-oriented Credit Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing accounts receivable, ensuring timely collection of past-due balances, and maintaining accurate financial records. The ideal candidate will possess strong analytical skills and the ability to collaborate effectively with cross-functional teams.<br><br>Responsibilities:<br>• Communicate with customers to secure payments for outstanding accounts receivable.<br>• Collaborate with sales, customer service, and distribution teams to facilitate timely customer shipments.<br>• Review and monitor credit holds and daily accounts receivable reports.<br>• Access banking portals to download and reconcile receipts, ensuring accurate daily financial totals.<br>• Retrieve remittance details and chargeback information from customer portals for accurate account application.<br>• Process approved payment deductions promptly and redirect disputes to appropriate departments.<br>• Support accounts receivable analysis and provide commentary for external auditors and banking representatives.<br>• Regularly review account aging reports and prepare customer-specific updates for management.<br>• Document collection activities for overdue accounts and escalate unresolved cases to management or external agencies.<br>• Investigate and resolve account discrepancies while maintaining appropriate credit holds for assigned accounts.
<p>We are looking for a detail-oriented AR/Collections & Order Coordinator to join our team in the Florence, New Jersey area. This role involves managing accounts receivable, coordinating sales orders, processing invoices, and handling collections. The ideal candidate will thrive in a fast-paced environment and effectively collaborate with sales and operations teams to ensure seamless order management and customer satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and organize sales orders for customer approval and signatures.</p><p>• Coordinate with sales representatives to verify order accuracy and ensure timely processing.</p><p>• Communicate regularly with the Purchasing Manager and Dispatcher to align material needs and delivery schedules.</p><p>• Provide daily updates to customers regarding order status and delivery timelines.</p><p>• Address customer inquiries promptly and offer effective solutions to resolve issues.</p><p>• Assist in completing credit applications and review sales orders for compliance.</p><p>• Maintain accurate customer records and oversee the invoicing process.</p><p>• Collaborate with team members to support departmental goals and foster a positive working environment.</p><p>• Adapt to changes in workflows and procedures to optimize efficiency.</p><p>• Take initiative to manage responsibilities independently while adhering to company policies.</p>
We are looking for a dynamic and experienced individual to be a Sales Supervisor. This role offers a competitive salary range of $70,000 to $85,000, with the potential for a higher salary for the right candidate. The position also includes a profit-sharing bonus. As an Outside & Inside Sales Supervisor, you will oversee all activities of the Inside Sales Representatives (ISR) and Outside Sales Representatives (OSR), providing coaching, mentoring, and motivation to help them achieve company goals. You will also track and analyze sales statistics, develop quotes, pricing structures, and competitive bids. This is a permanent, in-office position, requiring a 9-5 schedule, five days a week. Key responsibilities include overseeing the activities of ISRs and OSRs, developing promotional and marketing campaign ideas, tracking and analyzing sales statistics, managing daily, weekly, and monthly requirements, and gathering information to help develop job quotes and pricing structures. The ideal candidate will have three to five years of supervisory experience, sales experience (preferably in the construction market), and knowledge of the construction industry. Basic computer skills, including Microsoft Outlook, Calendar, and Excel, as well as basic knowledge of CRM software, are required. The candidate must demonstrate the ability to motivate and lead a team, provide exceptional customer service, and possess strong listening, time management, and organizational skills. A detail oriented and presentable demeanor, along with being self-directed, flexible, dedicated, efficient, outgoing, and dependable, is essential.
We are looking for a motivated and detail-oriented Sales Assistant to join our team on a contract basis in New York, New York. This position offers a hybrid work schedule, combining in-office and remote work, and provides flexibility for experienced candidates. The role will focus on driving sales efforts and supporting the team in identifying and engaging potential clients.<br><br>Responsibilities:<br>• Conduct outreach to prospective clients through cold calling and other communication methods to generate leads.<br>• Utilize Salesforce and other CRM tools to track and manage client interactions and sales activities.<br>• Coordinate meetings between potential clients and senior sales representatives to advance sales opportunities.<br>• Analyze client feedback and provide strategic insights to improve outreach and campaign effectiveness.<br>• Maintain accurate records of sales activities and progress using relevant software tools.<br>• Collaborate with team members to develop tailored sales strategies for B2B clients.<br>• Assist in preparing presentations and sales materials to support client engagement.<br>• Participate in virtual meetings via Zoom to communicate updates and share progress with the team.
We are looking for an experienced and detail-oriented Receptionist to join our team on a contract basis in New York, New York. In this role, you will serve as the first point of contact for clients and visitors, ensuring smooth daily operations and providing exceptional customer service. The ideal candidate will have a proven track record in managing reception tasks, handling multi-line phone systems, and supporting various administrative functions.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a welcoming and organized environment.<br>• Answer and direct incoming calls using multi-line phone systems.<br>• Coordinate meeting room reservations, including catering and audiovisual setup.<br>• Collaborate with team members to ensure seamless daily operations.<br>• Manage correspondence and distribute incoming mail to appropriate departments.<br>• Support event planning and execution, including conference calls and logistics.<br>• Address unresolved issues promptly and escalate when necessary.<br>• Maintain the reception area and facilities to uphold a clean and organized workspace.<br>• Partner with colleagues to improve processes and client relations.<br>• Provide administrative assistance to various departments as needed.
<p>Rapidly expanding New York City firm is currently seeking an Accounts Receivable / Collections Specialist to join their team. In this role, you will play a critical part in managing accounts receivable and ensuring timely payment collections while maintaining strong relationships with clients and internal stakeholders. This position offers an excellent opportunity to contribute to the financial health of the organization through effective communication and detailed documentation.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage the full accounts receivable process, including billing, reconciliations, and timely collection of outstanding payments.</li><li>Monitor aging reports, identify delinquent accounts, and initiate collection efforts through calls and correspondence.</li><li>Partner with internal teams to resolve discrepancies and maintain accurate account records.</li><li>Ensure compliance with company policies and procedures, as well as applicable laws and regulations.</li><li>Provide exceptional customer service to clients while handling inquiries or disputes related to billing or collections.</li><li>Prepare regular reports on collections activity, outstanding balances, and accounts receivable performance to management.</li><li>Support process improvements to optimize AR functions and enhance efficiency.</li></ul>
<p>A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.</p><p>• Develop estate plans that align with clients' personal and financial objectives.</p><p>• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.</p><p>• Partner with financial advisors to deliver integrated and effective planning solutions.</p><p>• Communicate with clients and their representatives to address legal inquiries and provide guidance.</p><p>• Draft and review legal documents with precision and attention to detail.</p><p>• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.</p>
<p><strong>Company Overview:</strong></p><p>We are seeking a detail-oriented and proactive <strong>Senior Collections Specialist</strong> with 5+ years of experience to join our team. As a key member of the accounting operations, you will play a critical role in managing accounts receivable, recovering outstanding debt, and maintaining productive relationships with clients to ensure timely payment of invoices.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Collections Management:</strong></li><li>Oversee the collections process for assigned accounts, including contacting clients to resolve overdue payments.</li><li>Negotiate payment arrangements and settlements while adhering to company policies and maintaining positive client relationships.</li><li><strong>Account Reconciliations:</strong></li><li>Analyze past-due accounts and perform detailed reconciliations to resolve discrepancies.</li><li>Investigate and resolve payment discrepancies, misapplied funds, and follow up on account adjustments as needed.</li><li><strong>Customer Communications:</strong></li><li>Build and maintain strong relationships with customers to address payment issues and ensure timely collections.</li><li>Communicate professionally and clearly, escalating unresolved issues to management when necessary.</li><li><strong>Reporting:</strong></li><li>Prepare regular reports on collections status, aging receivables, and key metrics for leadership review.</li><li>Track and maintain accurate records of collections efforts and payment histories.</li><li><strong>Compliance & Risk Management:</strong></li><li>Ensure compliance with company policies, legal regulations, and industry best practices in collections activities.</li><li>Monitor accounts for potential credit risks and recommend appropriate actions to mitigate exposure.</li></ul><p><br></p>
