Top 42 Customer service representative Jobs in Oneonta Ny

Client Associate
Norwich Wealth Management —Norwich, NY
- $40,000 - $55,000 a year
- Full-time
- Background check
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Customer Service Associate I
Dollar Tree —Oneonta, NY
- $16.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Associate I
Family Dollar —Oneonta, NY
- $16.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
PT Customer Service Leader
Hannaford —Oneonta, NY
- $17.60 - $26.20 an hour
- Part-time
- 18 years or older
- Communication skills
- Entry level
13d
Customer Service/Sales
Home Depot —Oneonta, NY
- $17.00 - $19.50 an hour
- Entry level
Pro Customer Service/Sales
Home Depot —Oneonta, NY
- $17.00 - $18.50 an hour
- Entry level
- Commercial
Agency Support Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Call employer
- Microsoft Excel
- Bachelor's degree
- 1 year
- Health insurance
- Paid time off
Customer Service Representative
Amphenol Aerospace —Sidney, NY
- $50,000 - $63,000 a year
- Full-time
- Mid-level
- US work authorization
- Associate's degree
- Opportunities for advancement
Quick Apply
Customer Service Representative
Optum —Cooperstown, NY
- $16.15 - $28.80 an hour
- 8 hour shift
- 18 years or older
- Hospital
- Computer literacy
- On-the-job training
Customer Service Associate
Walgreens —Delhi, NY
- $16 - $18 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
FXPB Client Service Representative - AS
Deutsche Bank —Columbus, NY
- $75,000 - $119,500 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Health insurance
- Work from home
Contact Center Agent
NBT Bank —Norwich, NY
- $18.50 - $22.58 an hour
- Full-time
- Computer literacy
- Research
- High school diploma or GED
- Health savings account
- Disability insurance
Customer Service Representative
Mirabito Energy Products Energy Division —Sidney, NY
- $18 - $21 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Trade school
Customer Service Representative - State Farm Agent Team Member
Rose Smith - State Farm Agent —Sidney, NY
- $38,000 - $50,000 a year
- Full-time
- Office
- Communication skills
- Entry level
Quick Apply
Client Transition Management Specialist - Assistant Vice President
Deutsche Bank —Columbus, NY
- $65,000 - $118,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Work from home

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Entitlement Advocate- Bilingual Spanish or Cantonese/Mandarin
Healthfirst —New York State
Screen all incoming calls and handles accordingly. Handle inbound and outbound calls to and from customers to address their needs while adhering to our service…
$48,600 - $65,960 a year
Customer Service Representative
Amphenol Aerospace —Sidney, NY
Associates degree with experience in customer service in a manufacturing environment or call center required and/or equivalent related education experience.
$50,000 - $63,000 a year
Quick Apply

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
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Home Lending Account Specialist I Bilingual English and Spanish Required
JPMorganChase —Columbus, OH
As a Home Lending Account Specialist within the Chase brand, you will be responsible for providing exceptional service by managing incoming calls from customers…
1d

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Client Associate

Norwich Wealth Management
Norwich, NY

Quick Apply

Job Details

Full-time
$40,000 - $55,000 a year

Benefits

Health insurance
Paid time off
Flexible schedule

Qualifications

Phone communication
Zoom
Managing clients in a customer support role
Video conferencing software
Team training
Desktop applications
Productivity software
Video conferences (communication methods)
Video conferencing systems operation
Client interaction via phone calls

Full Job Description

Norwich Wealth Management is a boutique financial planning and private wealth management practice providing financial advisory, investment and fiduciary management services. We build customized investment portfolios that are aligned to each client’s financial objectives as part of a comprehensive wealth management plan. Clients place their trust in our expertise, integrity, and diligence. We hold ourselves personally accountable to The Golden Rule: treat our clients as we want our families and loved ones to be treated.

As the Client Associate, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support to the Norwich Wealth Management team. You could join our team and immediately begin to make an impact!

Major Duties as the Client Associate:

Assist Financial Advisors in collection, creation, and distribution of client investment plans.
Compile and send client review meeting packets and referral meeting packets.
Assist in meeting scheduling, reminders, gather and input client’s outside financial data as needed.
Prepare, send, follow up and process forms and other operational functions as requested by FA(s), and/or clients.
Provide service to clients via phone, email, written correspondence including but not limited to incoming calls/emails, questions regarding statements, online enrollment assistance, general account activity etc.
Provide marketing assistance as needed including, coordinating with marketing vendor, website operations, client mail/email and client events.
Catalog and submit vendor invoices as requested.
Take client meeting notes as requested by FA(s).
May perform various administrative functions as needed.
Other duties as assigned.

Required Skills:

Exceptional attention to detail regarding paperwork and processing.
Strong ability to multitask; this is a fast-paced environment and the candidate will need to show they prioritize projects and client’s needs accordingly.
Excellent communication with team via conference/Zoom calls, instant messenger, phone, email etc.
Positive attitude, willingness to engage in various business projects and initiatives.
Assist and train team members as needed.
Strong computer skills and knowledge of Microsoft Office products.
Exceptional interpersonal and client service skills.
Strong organizational and analytical skills; process oriented.
You have a sharp eye for opportunity and a quick mind that sees ways to uniquely solve problems all the while improving systems for the betterment of the team and client.

Qualifications:

Bachelor’s degree in Finance, Business Administration in a related field or equivalent experience is desired.
Team player, eager to collaborate with others.
Strong computer skills and knowledge of Microsoft Office products.
Exceptional interpersonal and client service skills.
Strong organizational and analytical skills; process orientated.
Experience with Envision, MoneyGuidePro, and/or other financial planning software is preferred.
Strong written and verbal communication and grammatical skills.
Ability to work both independently and in team settings. Flexibility and versatility, both in office and remote.
Ability to communicate clearly and professionally through both verbal and written skills.
Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to effectively manage multiple projects and activities on a routine basis with minimal supervision.
Ability to learn additional software applications.
Ability to self-motivate and thrive in a complex and rapidly changing environment.
Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.
Series 7 and 66 licensed is preferred but not required.

Work Environment:

Professional and deadline-oriented environment in an office setting.
Interaction with clients, prospects, FA(s), and other team members.
Potential for in office and remote work environments.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

Flexible schedule
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

customer service representative jobs in oneonta ny

Client Associate

Customer Service Associate I

Customer Service Associate I

PT Customer Service Leader

Customer Service/Sales

Pro Customer Service/Sales

Agency Support Advisor

Customer Service Representative

Customer Service Representative

Customer Service Associate

FXPB Client Service Representative - AS

Contact Center Agent

Customer Service Representative

Customer Service Representative - State Farm Agent Team Member

Client Transition Management Specialist - Assistant Vice President

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