client services representative

Travel Planning Careers

<div>
 
 Job Title:
 
 
 Client Services Representative - Event &amp; Travel Coordination (Remote)
 
 
 
 About The Role
 
 
 We are seeking a Client Services Representative to support client communication and coordination related to events, travel arrangements, and scheduling. This role focuses on ensuring a smooth and organized experience by assisting with logistics, timelines, and client support.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
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 Communicate with clients via email and online platforms
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 Assist with scheduling consultations and managing timelines
 </li>
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 Support coordination of travel and event-related details
 </li>
 <li>
 Maintain accurate and organized client records
 </li>
 <li>
 Provide updates, confirmations, and follow-ups as needed
 </li>
 <li>
 Collaborate with internal team members to support service delivery
 
 
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong communication and organizational skills
 </li>
 <li>
 Ability to manage multiple tasks and priorities
 </li>
 <li>
 Detail-oriented with a client-focused approach
 </li>
 <li>
 Comfortable working independently in a remote setting
 </li>
 <li>
 Proficiency with digital tools and communication platforms
 
 
 
 
 
 </li>
 </ul>
 
 Preferred (Not Required)
 
 
 
 <ul>
 <li>
 Experience in customer service, administrative support, or coordination
 </li>
 <li>
 Familiarity with scheduling or booking systems
 
 
 
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
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 Remote work environment
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 Structured onboarding and training
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 Ongoing support and development opportunities
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 Collaborative team environment
 
 
 
 
 
 </li>
 </ul>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Client Services Representative – Event & Travel Coordination (Remote)

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We&rsquo;re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.
Responsibilities:<ul><li>
Identifies client needs and recommends solutions when fraud has been identified</li><li>
Records data captured during client interactions accurately</li><li>
Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li><li>
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li><li>
Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls</li></ul>
Required Qualifications:<ul><li>
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients&rsquo; financial lives</li><li>
Fully understands how life events can impact a client&rsquo;s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li><li>
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li><li>
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li><li>
Communicates effectively and confidently with all clients to make their financial lives better</li><li>
Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li><li>
Comfortable receiving ongoing performance feedback and coaching</li><li>
Ability to learn and adapt to new information and technology platforms</li><li>
Minimum of an intermediate level of proficiency with computers and current technology</li><li>
1+ years of customer/client service experience, including experience handling difficult client situations</li></ul>
Start Date: 8/24/2026
Training/Hours (mandatory attendance):
8/24/2026-10/23/2026: Monday-Friday, 9:00am-5:30pm
Work Schedule (following training, based on availability)
Beginning 10/26/26:
Tuesday-Saturday: 11:30am-8:00pm
or
Sunday-Thursday: 11:30am-8:00pm
Desired Qualifications:<ul><li>
1+ years of experience in the banking/financial industry</li><li>
1+ years of experience working in a client service capacity
</li></ul>Skills:<ul><li>
Attention to Detail</li><li>
Customer Service Management</li><li>
Customer and Client Focus</li><li>
Issue Management</li><li>
Active Listening</li><li>
Adaptability</li><li>
Client Solutions Advisory</li><li>
Data Collection and Entry</li><li>
Problem Solving</li><li>
Account Management</li><li>
Analytical Thinking</li><li>
Client Experience Branding</li><li>
Fraud Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
2nd shift (United States of America)
Hours Per Week:
40</div>

Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI

MedicalServiceQuotes.com

Job descriptionRapidly growing company in the healthcare industry is seeking a Client Service Representative. Full-time only candidates will be considered at our Castle Rock, CO office.Customer Service RepresentativeRequirements:<ul><li>Ability to communicate clearly and professionally, both verbally and in writing.</li><li>Has a pleasant, patient and friendly attitude.</li><li>Highly developed sense of integrity and commitment to customer satisfaction.</li><li>Demonstrated passion for excellence with respect to treating and caring for customers.</li><li>Strong decision making and analytical abilities.</li><li>Strong detail orientation and communication/listening skills.</li><li>Willingness to work a flexible schedule and occasional overtime when needed. Possess a strong work ethic and team player mentality.</li></ul>1+ years of experience in a customer service or help desk capacity required and Pharmacy Tech experience is a plus but not required. Some experience with multi line telephones, online application systems, and personal computers required. Knowledge of healthcare delivery model a plus. Experience with Internet Explorer, Microsoft Office, and healthcare coding/ billing helpful.Responsibilities:<ul><li>Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.</li><li>The representative will receive, review and process requests for healthcare service quotes using the company&rsquo;s proprietary service request system.</li><li>Thoroughly and efficiently gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent the need for future contacts.</li><li>Provide quality service and support in a variety of areas including, but not limited to: placing orders, reviewing client service instructions and confirming service completion.</li><li>Troubleshoot customer issues over the phone.</li><li>Work with insurance companies and medical providers to ensure patient satisfaction.</li><li>Use automated information systems to analyze the customer&rsquo;s situation.</li><li>Maintain a balance between company policy and customer benefit in decision making. Handles issues in the best interest of both customer and company.</li><li>Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer&rsquo;s</li><li>Responsible for compiling and generating reports as they relate to customer service</li></ul>The customer service representative will provide information to customers in response to inquiries about products and services. The representative will receive, review and process requests for healthcare services and pharmacy benefit services using the company&rsquo;s proprietary service request system. The representative will also explain how to use account features and solve customer application and Internet problems. The customer service representative will receive, document and resolve customer complaints.Benefits package include health insurance, vision plan, 401k, and paid time off. Qualified candidates should submit their resumes by replying to this posting.Job Type: Full-timeSalary: $18.00 to $21.00 /hourBenefits:<ul><li>401(k)</li><li>Flexible schedule</li><li>Health insurance</li><li>Dental and Vision Insurance</li><li>Life insurance</li><li>Paid time off</li></ul>Schedule:<ul><li>8 hour shift</li><li>Day shift</li><li>Monday to Friday</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Microsoft Office: 1 year (Preferred)</li><li>Customer Service: 1 year (Preferred)</li></ul>Work Location: In personJob Type: Full-timePay: $18.00 - $21.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Customer service: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Castle Rock, CO 80104 (Required)</li></ul>Ability to Relocate:<ul><li>Castle Rock, CO 80104: Relocate before starting work (Required)</li></ul>Work Location: In person

Client Service Representative

Petset

About PetSetPetSet exists to end animal homelessness by changing systems, not symptoms. Through strategic partnerships, accessible spay/neuter services, public policy initiatives, research, and innovative programs, PetSet works to create sustainable solutions that improve the lives of animals and the communities they call home.Position Title:Customer Service Representative (CSR)Reports To:Senior Programs ManagerPosition SummaryThe Customer Service Representative (CSR) serves as the primary point of contact for pet owners utilizing PetSet's Mobile Spay/Neuter Unit. This position is responsible for ensuring a positive client experience through appointment management, client communications, intake and discharge procedures, payment processing, recordkeeping, and administrative support.This position is based on PetSet's Mobile Spay/Neuter Unit and requires regular travel to clinic locations throughout the Greater Houston region and surrounding communities. The CSR plays a critical role in helping PetSet deliver high-quality, accessible spay/neuter services directly in the communities where they are needed most, supporting the organization's mission to end animal homelessness.The standard schedule is a four-day work week, aligned with the Mobile Spay/Neuter Unit's operating schedule. Flexibility is required to occasionally work additional days, evenings, weekends, or extended hours based on clinic needs, special events, community outreach activities, and organizational priorities.This position requires exceptional customer service skills, strong attention to detail, and the ability to work efficiently in a fast-paced mobile clinic environment.Essential Duties and ResponsibilitiesClient Services &amp; Communication:<ul><li>Serve as the primary customer service contact for pet owners before, during, and after appointments.</li><li>Answer phone calls, emails, text messages, and online inquiries regarding services, eligibility requirements, and appointment scheduling.</li><li>Provide clear instructions regarding appointment preparation, transportation requirements, and post-operative care.</li><li>Address client questions and concerns professionally and compassionately.</li><li>Assist in resolving client issues and escalating concerns when appropriate.</li></ul>Appointment Management:<ul><li>Schedule, confirm, and manage spay/neuter appointments through PetSet's scheduling system.</li><li>Maintain appointment waitlists and assist with rescheduling when necessary.</li><li>Monitor appointment attendance and communicate with clients regarding cancellations or no-shows.</li><li>Verify eligibility requirements and required documentation.</li></ul>Clinic Intake &amp; Check-In:<ul><li>Welcome clients upon arrival and facilitate the check-in process.</li><li>Verify client and pet information.</li><li>Collect and review required consent forms and medical history information.</li><li>Ensure all records are complete and accurate prior to surgery.</li><li>Coordinate client flow to support efficient clinic operations.</li></ul>Payment Processing &amp; Recordkeeping:<ul><li>Collect registration fees and process payments.</li><li>Issue receipts and maintain accurate financial records.</li><li>Assist with reconciliation of daily transactions.</li><li>Maintain confidential client and patient records in accordance with organizational policies.</li></ul>Patient Discharge Support<ul><li>Assist veterinary staff with discharge procedures.</li><li>Review discharge instructions with pet owners.</li><li>Ensure clients receive all required paperwork, medications, and follow-up information.</li><li>Document completed services and client communications.</li></ul>Administrative Support<ul><li>Maintain clinic files, reports, and program records.</li><li>Assist with data entry and reporting requirements.</li><li>Support outreach efforts and community partner communications as needed.</li><li>Help maintain inventory of administrative and client-facing supplies.</li></ul>Mobile Clinic Operations:<ul><li>Travel to Mobile Spay/Neuter Unit service locations throughout the Greater Houston region and surrounding communities.</li><li>Assist with setup and breakdown of mobile clinic operations.</li><li>Support smooth daily clinic workflow alongside veterinary staff.</li><li>Represent PetSet professionally at community events, partner sites, and clinic locations.</li><li>Assist with logistical coordination to ensure efficient daily operations.</li></ul>QualificationsRequired Qualifications:<ul><li>High school diploma or equivalent.</li><li>Minimum of two years of customer service or administrative experience.</li><li>Strong verbal and written communication skills.</li><li>Excellent organizational and time-management abilities.</li><li>Ability to manage multiple priorities in a fast-paced environment.</li><li>Proficiency with Microsoft Office and web-based scheduling systems.</li><li>Comfortable working with diverse populations and in community-based settings.</li><li>Valid driver's license.</li><li>Must have reliable transportation and the ability to travel regularly to mobile clinic locations throughout the Greater Houston region and surrounding communities.</li><li>Ability to work outdoors and in varying conditions while supporting mobile clinic operations.</li></ul>Preferred Qualifications+ Previous experience in animal welfare, veterinary medicine, animal sheltering, rescue organizations, or related fields is a plus.+ Bilingual (English/Spanish) is a plus.+ Experience handling cash, payments, and client records.+ Familiarity with veterinary software or scheduling platforms.+ Experience using Clinic HQ or similar veterinary appointment and practice management software is a plus.Knowledge, Skills, and Abilities<ul><li>Exceptional customer service and interpersonal skills.</li><li>Ability to remain calm and professional during stressful situations.</li><li>Strong attention to detail and accuracy.</li><li>Ability to maintain confidentiality.</li><li>Commitment to PetSet's mission and values.</li><li>Ability to work independently and collaboratively as part of a team.</li></ul>Working Conditions<ul><li>Work is performed both inside the Mobile Spay/Neuter Unit and at community service locations throughout the Greater Houston region.</li><li>Frequent local travel is required.</li><li>Position is generally scheduled for a four-day work week.</li><li>Flexibility to occasionally work additional days, evenings, weekends, or extended hours as needed to support clinic operations, special events, and community outreach activities.</li><li>Frequent standing, walking, bending, and lifting up to 25 pounds.</li><li>Exposure to animals in a clinical environment.</li><li>Ability to work in varying weather conditions while supporting mobile clinic operations.</li></ul>Pay: $22.00 - $24.00 per hourBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Customer Service Representative

SteepRock Inc

Are you the person everyone turns to when something needs to get done, figured out, or fixed?When there's no instruction manual, is your first instinct to build one?Can you lock in, block out the noise, and tackle a high-volume workload with focus and precision?Do you take pride in crossing every item off your to-do list?If so, we'd love to meet you.We're looking for a Client Services Representative to join our growing team supporting biopharmaceutical clients and their end users. In this role, you'll serve as a critical operational partner&mdash;helping clients navigate our SaaS platform, resolving support requests, managing user access, maintaining data accuracy, and ensuring a seamless client experience.This is more than a support role. It's an opportunity to build a career in healthcare technology and client services, with a defined growth path into Client Services Liaison, Client Engagement, and Implementation positions.What You'll DoSupport Clients and End Users● Serve as a first point of contact for client and end-user questions via phone and email.● Resolve routine platform and workflow questions quickly and accurately.● Monitor shared support channels and ensure timely follow-up and issue resolution.● Escalate more complex issues to the appropriate internal teams.Keep Operations Running Smoothly● Provision and maintain user accounts, permissions, and territory assignments.● Manage onboarding, offboarding, and user access updates.● Maintain client data within the platform.● Generate recurring and ad hoc reports.● Enter and manage support tickets through completion.Drive Accuracy and Compliance● Maintain clear documentation of support activities.● Help ensure AI-assisted tools provide accurate and useful responses to client questions.● Assist with compliance-related processes within a regulated environment.● Monitor support metrics and help ensure service commitments are met.Improve the Client Experience● Create and update user guides, training materials, and knowledge base articles.● Leverage AI-enabled tools to enhance efficiency and improve response quality.● Identify opportunities to streamline processes and improve service delivery.What We're Looking For● Bachelor's degree preferred; equivalent experience considered.● 1&ndash;3 years of experience in client services, customer success, account support, or related fields.● Experience working with SaaS platforms or support systems preferred.● Strong written and verbal communication skills.● Exceptional organizational skills and the ability to manage multiple priorities simultaneously.● Comfort using technology and AI-assisted tools to improve productivity.● Exceptional attention to detail and commitment to accuracy.● A proactive, resourceful mindset with the ability to research issues and solve problems independently.● Ability to thrive in a collaborative, remote environment.Experience supporting enterprise SaaS clients within healthcare, life sciences, or otherregulated industries is a plus.Compensation &amp; Benefits● Base Salary: $52,000 &ndash; $68,000, depending on experience● Monthly performance bonus opportunities● Comprehensive health benefits● 401(k) with company matchIf you're looking for a role where you can make an impact, continue to learn, and grow your career alongside a supportive team, we'd love to hear from you.Equal Opportunity EmployerJob Type: Full-timePay: $52,000.00 - $68,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Customer service: 2 years (Required)</li><li>AI tools: 1 year (Required)</li></ul>Work Location: Remote

KYNY Group LLC

We are looking for a dependable Customer Service Representative to serve as the frontline of support for our clients and their customers. In this role, you will handle inbound inquiries, resolve issues, provide accurate information, and ensure every interaction leaves a positive impression. You will work remotely while playing a vital role in building trust and loyalty. <h3>Key Responsibilities</h3><ul><li>Respond to inbound inquiries via phone, email, chat, or ticketing system in a professional and timely manner.</li><li>Listen actively to customer concerns, identify needs, and provide accurate solutions.</li><li>Resolve complaints, troubleshoot issues, and escalate complex cases to appropriate departments when necessary.</li><li>Maintain a deep understanding of client products, services, and procedures.</li><li>Stay updated on changes, promotions, and updates to provide accurate information.</li><li>Guide customers through processes, troubleshooting steps, or account updates.</li><li>Follow up with customers as needed to ensure resolution and satisfaction.</li><li>Log all customer interactions in the CRM or ticketing system.</li></ul> <h3>Requirements</h3><ul><li>Previous experience in customer service, call center, or client-facing support roles is preferred. Entry-level candidates with strong customer service skills and a passion for helping others are encouraged to apply.</li><li>Proficiency with customer service software (i.e. Zendesk, Freshdesk, HubSpot Service Hub, Salesforce Service Cloud) is a plus.</li><li>Comfortable with phone systems, chat platforms, and email management.</li><li>Basic proficiency in Microsoft Office or Google Workspace.</li><li>Excellent verbal and written communication skills.</li><li>Empathy and patience when dealing with frustrated or upset customers.</li><li>Strong problem-solving and critical thinking skills.</li><li>Ability to remain calm under pressure and de-escalate tense situations.</li></ul> <h3>Benefits</h3><ul><li>Work from anywhere</li><li>Paid training</li><li>Flexible schedule</li><li>Supportive and collaborative environment</li><li>Opportunities for growth and advancement</li></ul>

Customer Service Representative (Remote)

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Client Services Representative – Event & Travel Coordination (Remote)

Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI

Client Service Representative

Customer Service Representative

Customer Service Representative

Customer Service Representative

Customer Service Representative (Remote)