client support representative

Orion Advisor Technology

<div><p><b>About this Opportunity:</b></p><p>
The Client Support Representative is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels in a variety of knowledge areas. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring accurate intake, documentation, and follow‑through. Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products&mdash;such as Orion, Redtail, and OCIO&mdash;but not limited to these offerings. <i>Please Note: This posting may not refer to a specific open position. As we can regularly hire for this type of role, you may be considered for a potential, future opportunity.</i></p><p></p><p><b>
Location:</b></p><p><i>
It is anticipated that an incumbent in this role will work as a </i><b><i>Hybrid employee</i></b><i>, with three (3) or more days each week required on-site at one of the listed office locations.</i></p><p></p><p><i>
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.</i></p><p></p><p><b>
In this role, you&rsquo;ll get to:
</b></p><ul><li>Serve as a frontline point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency</li><li>
Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources</li><li>
Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries</li><li>
Maintain strong adherence to schedules and support queue coverage across required channels</li><li>
Own assigned Priority 1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentation</li><li>
Strive for first-contact resolution while minimizing unnecessary transfers</li><li>
Maintain clean, complete case documentation that meets internal quality and audit standards</li><li>
Stay up to date on platform updates, release notes, required certifications, and internal learning content</li><li>
Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels</li><li>
Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes</li><li>
Operate as a frontline contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels</li><li>
Expect to build foundational proficiency within their assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways</li><li>
Demonstrate first-contact resolution mindset and ownership of inquiries</li><li>
Maintain strong performance across core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy to support reliable service delivery</li><li>
Escalate suspected product issues only after basic troubleshooting and documentation</li><li>
Contribute to team improvement by identifying client trends or documentation gaps</li><li>
Adhere to hybrid expectations and maintain a professional presence in all interactions</li></ul><p></p><p><b>
We&rsquo;re looking for talent who:</b></p><ul><li>
Has strong verbal and written communication skills in client interactions</li><li>
Manages multiple tasks in a fast-paced environment with attention to detail</li><li>
Navigates and explains technology</li><li>
Has strong problem-solving, organizational, and time management skills</li><li>
Has a minimum of a high school; bachelor&rsquo;s degree preferred</li><li>
Preferably has prior customer service or technology support experience</li><li>
Has less than one year of experience</li><li>
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization</li></ul><p></p><p>
#LI-AP1</p><p>
#LI-Onsite</p><p>
#LI-Hybrid</p><p></p><p><b>
Recommended Skills:</b></p><p></p><p><b>
Salary Range:</b></p>
$20.67 - $29.57<p>
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.</p><p></p><p><b>
About Us</b></p><p>
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to <b>create raving </b><b>fans </b>ensures we consistently exceed client expectations. Thinking differently is in our DNA&mdash;we <b>innovate always</b>, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we <b>support one another</b> and <b>see it through</b> to success, driving our collective achievements and those of our clients.</p></div>

Client Support Representative

Flourish

<div>
 Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can&rsquo;t easily access today through beautiful, scalable, and easy-to-use technology.
 <br/>
 <br/>
 Today, we work with over 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products &mdash; Flourish Annuities and Flourish Cash &mdash; and with our recent acquisition of Sora Finance, we&rsquo;ll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
 <br/>
 <br/>
 Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup&mdash;backed by the support and stability of a Fortune 500 company.
 <br/>
 <br/>
 <strong>
  About You
  <br/>
  <br/>
 </strong>
 You are an ambitious self-starter looking to join a fast-growing fintech startup as a client support specialist. You love providing truly white-glove client support, whether via phone, email or chat, and have excellent communication skills (both written and verbal). You have a penchant for explaining complex, technical details to non-technical audiences. You have an indefatigable approach to problem solving and see every client interaction as an opportunity to improve the business overall.
 <br/>
 <br/>
 Beyond providing support, you are also excited to contribute to every aspect of a growing client support organization, from optimizing the technology we use to preparing reporting to thinking strategically about how we can provide better service, more efficiently. You also love collecting client feedback and sharing with our product organization to help us understand client requests and act as a key voice in improving the product.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 As a client support representative, you&rsquo;ll provide client support via phone, email and chat from 9am to 5pm PT / 11am to 7pm CT, leveraging both internal and external tools. Client questions will range from providing straightforward answers about our products to solving in-depth issues that require a deep understanding of both our product and client circumstances &ndash; you can get a sense of the issues our clients ask about on our online Help Center FAQs. You&rsquo;ll partner with our product team and work closely with engineers to help resolve thorny issues within a dynamic, always-changing environment.
 <br/>
 <br/>
 Equally as important as providing white-glove support will be contributing to our client support organization. This will include building the playbook we&rsquo;ll use to scale our client support organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Given the small size of our team, this role is far more dynamic than the typical support role, and will involve operating within a fast-paced, technology centric environment that is constantly evolving.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support
  </li>
  <li>
   Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues
  </li>
  <li>
   Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed
  </li>
  <li>
   Assist with the review and onboarding process for new accounts
  </li>
  <li>
   Develop and maintain external client support materials, from email templates to call scripts to FAQs
  </li>
  <li>
   Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands
  </li>
  <li>
   Real time queue management for phone support
  </li>
  <li>
   Define and implement short-term business strategies to improve client experience and increase support team efficiency
  </li>
  <li>
   Training and development of new support representatives, including development of training materials
  </li>
  <li>
   Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed
  </li>
  <li>
   Must be able to work West Coast hours (9am - 5pm PT) and have flexibility to cover other US timezones as needed
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Minimum Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High School diploma or equivalent
  </li>
  <li>
   3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction
  </li>
  <li>
   A FINRA Series 7 license
  </li>
  <li>
   Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
  </li>
  <li>
   A curious, analytical mind and strong problem-solving skills
  </li>
  <li>
   Self-starter with a positive attitude
  </li>
  <li>
   A professional, personable and humble manner
  </li>
  <li>
   Excellent interpersonal skills, as well as verbal and written communication skills
  </li>
  <li>
   Position is a remote role based in Dallas
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar
  </li>
  <li>
   A genuine passion for delivering exceptional customer service
  </li>
  <li>
   A proactive, ownership-driven mindset, treating responsibilities with care and dedication
   <br/>
   <br/>
  </li>
 </ul>
 At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
 <br/>
 <br/>
 Base Salary Range: $61,000 - $80,000 plus bonus
 <br/>
 <br/>
 <strong>
  Disclosures
  <br/>
  <br/>
 </strong>
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
</div>


EnableComp, LLC

<div><div>EnableComp provides Specialty Revenue Cycle Management solutions for healthcare organizations, leveraging over 24 years of industry-leading expertise and its unified <i>E360 RCM</i>&trade; intelligent automation platform to improve financial sustainability for hospitals, health systems, and ambulatory surgery centers (ASCs) nationwide. Powered by proprietary algorithms, iterative intelligence from 10M+ processed claims, and expert human-in-the-loop integration, EnableComp provides solutions across the revenue lifecycle for Veterans Administration, Workers&rsquo; Compensation, Motor Vehicle Accidents, and Out-of-State Medicaid claims as well as denials for all payer classes. By partnering with clients to supercharge the reimbursement process, EnableComp removes the burden of payment from patients and provider organizations while enabling accelerated cash, higher and more accurate yield, clean AR management, reduced denials, and data-rich performance management. EnableComp is a multi-year recipient the Top Workplaces award and was recognized as Black Book's #1 Specialty Revenue Cycle Management Solution provider in 2024 and is among the top one percent of companies to make the Inc. 5000 list of the fastest-growing private companies in the United States for the last eleven years.</div>
<div></div>
<div><b>Position Summary</b></div><div></div><div><br>
<div>
The Client Support Representative is an operational support role within the Client Support team, responsible for executing core tasks that enable EnableComp&rsquo;s revenue cycle operations. This role focuses primarily on medical documentation retrieval and processing, assisting with inventory reconciliation compilation, and supporting prebill work queue resolution. The Client Support Representative partners with the Client Delivery team to communicate operational findings and escalate client-impacting issues, ensuring seamless coordination across functions. This role does not have direct client interaction; all client communication is facilitated through the Client Delivery team.</div>
</div>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3><ul>
<li>Retrieve and acquire medical documentation from client systems, including but not limited to implant invoices, UB-04 documents, Explanations of Benefits, and medical record components</li>
<li>Submit document request lists and monitor outstanding requests on a regular cadence to ensure EnableComp receives necessary claim documentation for processing</li>
<li>Scan, upload, and store medical documentation and confidential patient health information (PHI) in accordance with EnableComp&rsquo;s data handling standards</li>
<li>Assist in compiling client reconciliations by gathering and organizing data from client systems and EnableComp platforms to prepare reconciliation reports for review and resolution</li>
<li>Assist in working client reconciliations by researching closed and returned claims, resolving open items, posting adjustments, entering refund and payment research requests, and reviewing or rebilling missing claims</li>
<li>Support prebill work queue resolution for assigned clients, maintaining performance within established KPI standards</li>
<li>Partner with Client Delivery team members to communicate operational findings, escalate client-impacting issues, and ensure alignment on inventory and documentation needs</li>
<li>Identify and report client system issues, workflow barriers, and process gaps to the Client Support People Leader for resolution or escalation</li>
<li>Identify and escalate recurrent process gaps that contribute to claims appearing on reconciliations to the Client Support People Leader, supporting upstream resolution by Revenue Services</li>
<li>Maintain accurate and consistent documentation within the E360 platform in real time as actions are completed, ensuring all account activity is properly recorded</li>
<li>Use multiple systems to perform accurate and timely data entry in support of operational workflows</li>
<li>Assist in efficiently moving work through the department and cooperate with other departments as needed</li>
<li>Follow established standard operating procedures (SOPs) and contribute feedback on process improvement opportunities</li>
<li>Other duties as assigned</li>
</ul><h3 class="jobSectionHeader"><b>Requirements and Qualifications</b></h3><div>
<ul><li>High School Diploma or GED required</li>
<li>1+ years of experience in a healthcare operations, revenue cycle, or document management environment preferred</li>
<li>Familiarity with medical claims documentation and payer/provider data processes preferred</li>
<li>Equivalent combination of education and experience will be considered</li>
</ul><ul><li>Must have strong computer proficiency and understand how to use basic office applications, including MS Office (Word, Excel, and Outlook)</li>
<li>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.</li>
<li>Regular and predictable attendance</li>
</ul></div><h3 class="jobSectionHeader"><b>Special Considerations and Prerequisites</b></h3><div>
<ul><li>Practices and adheres to EnableComp&rsquo;s Core Values, Vision and Mission</li>
</ul><ul><li>Ability to handle large volumes of work while paying close attention to detail</li>
<li>Ability to work in a fast-paced environment with a strong sense of urgency</li>
<li>Demonstrated ability to work under limited supervision, manage multiple tasks, and prioritize assignments within time constraints</li>
<li>Effectively communicate issues, problems, and results that impact timelines for task completion</li>
<li>Ability to interact professionally at multiple levels within the organization</li>
<li>Strong organizational skills and attention to detail</li>
<li>Willingness to learn and adapt in a dynamic, evolving operational environment</li>
</ul></div><div><i>EnableComp is an Equal Opportunity Employer M/F/D/V. All applicants will be considered for this position based upon experience and knowledge, without regard to race, color, religion, national origin, sexual orientation, ancestry, marital, disabled or veteran status. We are committed to creating and maintaining a workforce environment that is free from any form of discrimination or harassment.</i></div>
<div></div>
<div>EnableComp recruits, develops and retains the industry's top talent. As the employer of choice in the complex claims industry, EnableComp takes pride in our continuous commitment to building and maintaining a culture centered around fostering the professional growth and development of our people. We believe that <b>investing in our employees is the key to our success</b>, and we are dedicated to providing them with the tools, resources, and support they need to thrive and grow their career here. At EnableComp, we are committed to living up to our core values each and every day, and we believe that this commitment is what sets us apart from other companies. If you are looking for a company that values its employees and is dedicated to helping them achieve their full potential, then EnableComp is the place for you.</div>
<div></div>
<div><b><i> </i></b><b><i>Don&rsquo;t just take our word for it! Hear what our people are saying:</i></b></div>
<div><i>&ldquo;I love my job because everyone shares the same vision and is determined and dedicated. People care about you as a person and your professional growth. There is a genuine spirit of cooperation and shared goals all revolving around helping each other.&rdquo;</i> &ndash; Revenue Specialist</div>
<div></div>
<div><i>&ldquo;I enjoy working for EnableComp because of the Core Values we believe in. EnableComp stands true to these values from empowering employees to ecstatic clients. This company is family oriented and flexible, along with understanding the balance of work, life, and fun.&rdquo;</i> &ndash; Supervisor, Operations</div>
<p>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.</p></div>

Global Tekmed Holdings

<div><div>COMPANY OVERVIEW</div>
<div>Global TekMed Holdings is dedicated to simplifying the intricate processes faced by Veterans through innovative technology and exceptional service. We take pride in honoring all Veterans by providing an unparalleled client experience and acting as their reliable partner in navigating complex procedures with skill and efficiency.</div>
<div></div><div>POSITION OVERVIEW</div>
<div>The ideal candidate will serve as a support pillar by handling inbound and outbound customer service calls and emails, responsive to Management&rsquo;s request, reviewing client medical records, filing audits, and other administrative duties. They will also check and respond to Microsoft Teams (&ldquo;Company Instant Message Software&rdquo;) and check &amp; reply to emails. The candidate must follow the Company's Standard Operating Procedures (&ldquo;SOP&rdquo;) and Best Practices. The candidate should have excellent organizational and communication skills, attention to detail, and be able to manage multiple tasks in a fast-paced environment.</div>
<div></div><div>SUPERVISORY RESPONSIBILITIES:</div>
<div>None</div>
<div></div><div>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:</div>
<ul><li>Answer and respond to inbound and outbound customer service calls and emails.</li>
<li>Conduct file audits to ensure accuracy and completeness of the records/documents.</li>
<li>Download/upload documents to the CRM platform.</li>
<li>Respond quickly and efficiently to third-party contractors.</li>
<li>Review and Organize Medical Records</li>
<li>Other administrative duties as assigned.</li>
</ul><div>KNOWLEDGE, SKILLS, &amp; ABILITIES:</div>
<ul><li>Possess visual capability and digital dexterity to operate a computer and other standard office equipment.</li>
<li>Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen.</li>
<li>Communicate clearly and effectively in person and in writing.</li>
<li>Digital dexterity to assemble, retrieve and replace files.</li>
<li>Communicate by telephone.</li>
<li>Endure prolonged periods of sitting.</li>
<li>Speak clearly and articulate messages.</li>
</ul><div>EDUCATION &amp; EXPERIENCE:</div>
<ul><li>1+ year(s) of experience in customer service, administrative support, or related field.</li>
<li>Excellent communication and organizational skills</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)</li>
<li>Knowledge of CRM software is a plus.</li>
<li>Ability to multitask and manage multiple priorities in a fast-paced environment.</li>
<li>Detail-oriented and proofreading skills.</li>
<li>Excellent phone etiquette</li>
<li>Able to work independently and meet deadlines.</li>
<li>Ability to sit at a computer for prolonged periods of time.</li>
<li>Ability to operate a computer and/or laptop through proficient typing, clicking, and viewing a monitor for extended periods.</li>
<li>Must be adaptable and willing to take constructive criticism.</li>
</ul><div>PHYSICAL REQUIREMENTS &amp; WORK ENVIRONMENT:</div>
<ul><li>Prolonged periods of standing or sitting at a desk and working on a computer.</li>
<li>Must be able to lift up to 15 pounds at times.</li>
</ul><div><b>BENEFITS:</b></div>
<ul><li>401(k) Plan</li>
<li>Medical Insurance</li>
<li>Paid Holidays</li>
<li>Paid Time off</li>
</ul><div>We are an Equal Opportunity Employer</div>
<div>Global TekMed Companies (GTM) is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, veteran status, or any other applicable legally protected status or characteristic.</div></div><div></div>

<div><div>COMPANY OVERVIEW:</div>
<div>Global TekMed Holdings is dedicated to simplifying the intricate processes faced by Veterans through innovative technology and exceptional service. We take pride in honoring all Veterans by providing an unparalleled client experience and acting as their reliable partner in navigating complex procedures with skill and efficiency.</div>
<div></div><div>POSITION OVERVIEW:</div>
<div>The ideal candidate will serve as a support pillar by handling inbound and outbound customer service calls and emails, responsive to Management&rsquo;s request, reviewing client medical records, filing audits, and other administrative duties. They will also check and respond to Microsoft Teams (&ldquo;Company Instant Message Software&rdquo;) and check &amp; reply to emails. The candidate must follow the Company's Standard Operating Procedures (&ldquo;SOP&rdquo;) and Best Practices. The candidate should have excellent organizational and communication skills, attention to detail, and be able to manage multiple tasks in a fast-paced environment.</div>
<div></div><div>SUPERVISORY RESPONSIBILITIES:</div>
<div>None</div>
<div></div><div>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:</div>
<ul><li>Answer and respond to inbound and outbound customer service calls and emails.</li>
<li>Conduct file audits to ensure accuracy and completeness of the records/documents.</li>
<li>Download/upload documents to the CRM platform.</li>
<li>Respond quickly and efficiently to third-party contractors.</li>
<li>Review and Organize Medical Records</li>
<li>Other administrative duties as assigned.</li>
</ul><div>KNOWLEDGE, SKILLS, &amp; ABILITIES:</div>
<ul><li>Possess visual capability and digital dexterity to operate a computer and other standard office equipment.</li>
<li>Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen.</li>
<li>Communicate clearly and effectively in person and in writing.</li>
<li>Digital dexterity to assemble, retrieve and replace files.</li>
<li>Communicate by telephone.</li>
<li>Endure prolonged periods of sitting.</li>
<li>Speak clearly and articulate messages.</li>
</ul><div>EDUCATION &amp; EXPERIENCE:</div>
<ul><li>1+ year(s) of experience in customer service, administrative support, or related field.</li>
<li>Excellent communication and organizational skills</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)</li>
<li>Knowledge of CRM software is a plus.</li>
<li>Ability to multitask and manage multiple priorities in a fast-paced environment.</li>
<li>Detail-oriented and proofreading skills.</li>
<li>Excellent phone etiquette</li>
<li>Able to work independently and meet deadlines.</li>
<li>Ability to sit at a computer for prolonged periods of time.</li>
<li>Ability to operate a computer and/or laptop through proficient typing, clicking, and viewing a monitor for extended periods.</li>
<li>Must be adaptable and willing to take constructive criticism.</li>
</ul><div>PHYSICAL REQUIREMENTS &amp; WORK ENVIRONMENT:</div>
<ul><li>Prolonged periods of standing or sitting at a desk and working on a computer.</li>
<li>Must be able to lift up to 15 pounds at times.</li>
</ul><div><b>BENEFITS:</b></div>
<ul><li>401(k) Plan</li>
<li>Medical Insurance</li>
<li>Paid Holidays</li>
<li>Paid Time off</li>
</ul><div><b>We are an Equal Opportunity Employer</b></div>
<div>Global TekMed Companies (GTM) is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, veteran status, or any other applicable legally protected status or characteristic.</div></div><div></div>

<div><div>COMPANY OVERVIEW</div>
<div>Global TekMed Holdings is dedicated to simplifying the intricate processes faced by Veterans through innovative technology and exceptional service. We take pride in honoring all Veterans by providing an unparalleled client experience and acting as their reliable partner in navigating complex procedures with skill and efficiency.</div>
<div></div><div>POSITION OVERVIEW</div>
<div>The ideal candidate will serve as a support pillar by handling inbound and outbound customer service calls and emails, responsive to Management&rsquo;s request, reviewing client medical records, filing audits, and other administrative duties. They will also check and respond to Microsoft Teams (&ldquo;Company Instant Message Software&rdquo;) and check &amp; reply to emails. The candidate must follow the Company's Standard Operating Procedures (&ldquo;SOP&rdquo;) and Best Practices. The candidate should have excellent organizational and communication skills, attention to detail, and be able to manage multiple tasks in a fast-paced environment.</div>
<div></div><div>SUPERVISORY RESPONSIBILITIES:</div>
<div>None</div>
<div></div><div>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:</div>
<ul><li>Answer and respond to inbound and outbound customer service calls and emails.</li>
<li>Conduct file audits to ensure accuracy and completeness of the records/documents.</li>
<li>Download/upload documents to the CRM platform.</li>
<li>Respond quickly and efficiently to third-party contractors.</li>
<li>Review and Organize Medical Records</li>
<li>Other administrative duties as assigned.</li>
</ul><div>KNOWLEDGE, SKILLS, &amp; ABILITIES:</div>
<ul><li>Possess visual capability and digital dexterity to operate a computer and other standard office equipment.</li>
<li>Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen.</li>
<li>Communicate clearly and effectively in person and in writing.</li>
<li>Digital dexterity to assemble, retrieve and replace files.</li>
<li>Communicate by telephone.</li>
<li>Endure prolonged periods of sitting.</li>
<li>Speak clearly and articulate messages.</li>
</ul><div>EDUCATION &amp; EXPERIENCE</div>
<ul><li>1+ year(s) of experience in customer service, administrative support, or related field.</li>
<li>Excellent communication and organizational skills</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)</li>
<li>Knowledge of CRM software is a plus.</li>
<li>Ability to multitask and manage multiple priorities in a fast-paced environment.</li>
<li>Detail-oriented and proofreading skills.</li>
<li>Excellent phone etiquette</li>
<li>Able to work independently and meet deadlines.</li>
<li>Ability to sit at a computer for prolonged periods of time.</li>
<li>Ability to operate a computer and/or laptop through proficient typing, clicking, and viewing a monitor for extended periods.</li>
<li>Must be adaptable and willing to take constructive criticism.</li>
</ul><div>PHYSICAL REQUIREMENTS &amp; WORK ENVIRONMENT:</div>
<ul><li>Prolonged periods of standing or sitting at a desk and working on a computer.</li>
<li>Must be able to lift up to 15 pounds at times.</li>
</ul><div><b>BENEFITS:</b></div>
<ul><li>401(k) Plan</li>
<li>Medical Insurance</li>
<li>Paid Holidays</li>
<li>Paid Time off</li>
</ul><div>We are an Equal Opportunity Employer</div>
<div>Global TekMed Companies (GTM) is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, veteran status, or any other applicable legally protected status or characteristic.</div></div><div></div>

Smartwebs

<p><b>Summary</b></p><p>The Client Support Representative is responsible for delivering timely, professional, and high-quality support to Smartwebs clients across iOS, Android, and browser-based platforms. This role ensures customer satisfaction through efficient ticket resolution, clear communication, and a commitment to improving the overall client experience.</p><p><b>Job Description</b></p><p>We are seeking a client-focused, detail-oriented Customer Support Representative to join our Support team. The ideal candidate will be skilled at troubleshooting technical issues, guiding customers through solutions, and collaborating cross-functionally to ensure a seamless customer experience.</p><p><b>Key Responsibilities</b></p><p>● Client Support &ndash; Provide timely and professional assistance via ticket queues, phone, email, or chat for iOS, Android, and PC/browser-based platforms.</p><p>● Technical Troubleshooting &ndash; Assist customers with basic software configurations, installations, and remote troubleshooting for Smartwebs HOA management and accounting software.</p><p>● Collaboration &amp; Escalation &ndash; Work with management and development teams to improve products and processes, escalating complex issues when necessary.</p><p>● Ownership of Experience &ndash; Take full responsibility for the customer journey, ensuring timely resolutions and proactive follow-up.</p><p>● Documentation &ndash; Accurately record and track customer issues and resolutions in the ticketing system.</p><p>● Service-Level Compliance &ndash; Meet or exceed SLA response and resolution times for assigned ticket tiers and categories.</p><p>● Process Improvement &ndash; Identify opportunities to enhance customer support workflows and contribute to knowledge base updates.</p><p>● Administrative Support &ndash; Perform other administrative duties as assigned.</p><p><b>Qualifications &amp; Skills</b></p><p>● Experience &ndash; Minimum 2 years in Client Success or Support in a Tech or SaaS environment.</p><p>● Core Competencies &ndash; Empathy, teamwork, ownership, and a strong focus on clients, colleagues, and business partners.</p><p>● Technical Proficiency &ndash; Skilled in multiple web browsers, Outlook, Dropbox, Google Workspace apps, MS Word, and Excel.</p><p>● Problem-Solving &ndash; Strong critical thinking skills and the ability to resolve issues quickly under pressure.</p><p>● Communication &ndash; Excellent written and verbal communication skills.</p><p>● Work Style &ndash; Self-motivated, able to prioritize effectively, and thrive in a fast-paced software development environment.</p><p><b>Preferred Skills</b></p><p>● Associate's degree or higher in Business Administration, Accounting, Information Technology, or a related field.</p><p>● Basic understanding of bookkeeping principles and familiarity with accounting software such as QuickBooks.</p><p>● Experience with Android, iOS, remote desktop applications, and help desk software.</p><p>● Prior experience in the HOA management industry or bookkeeping.</p><p><b>KPIs</b></p><p>● SLA Achievement &ndash; Timely processing and resolution of ticket queues per Tier/Category SLA.</p><p>● CSAT Score &ndash; Soft metric that gauges customer satisfaction with the support experience through surveys.</p><p><b>Compensation</b></p><p>● Competitive fixed salary plus performance-based merit increase opportunity following annual reviews.</p><p><b>Why Join Us?</b></p><p>● Opportunity to make a direct impact on customer satisfaction and retention.</p><p>● Supportive and collaborative team environment.</p><p>● Comprehensive benefits package.</p><p>● Career growth potential within a fast-evolving SaaS company.</p><p>If you&rsquo;re passionate about delivering outstanding customer service and solving problems with a positive attitude, we&rsquo;d love to hear from you!</p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Experience:</p><ul><li>Customer support: 2 years (Required)</li><li>Technical support: 1 year (Required)</li></ul><p>Work Location: In person</p>

Client Support Representative (CSR)

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10000 client support representative jobs Near Me

Client Support Representative

Client Support Representative

Client Support Representative

Client Support Representative

Client Support Representative

Client Support Representative

Client Support Representative (CSR)