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14 jobs similar to Client Services Representative

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$100,000–$300,000/yr
US

  • Conduct outreach and build strong relationships with clients.
  • Schedule and lead virtual or phone consultations.
  • Maintain accurate records of client interactions and sales activity.

Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements, identifying the top-fitting candidates to share with the hiring company. They seem to enable other companies' hiring processes.

US

  • Contact potential clients via phone, email, and messaging platforms.
  • Manage calendars and set up consultations for travel advisors.
  • Keep accurate records of client interactions and scheduled meetings.

Destination Knot specializes in crafting personalized travel experiences that create lasting memories. They are growing and seeking motivated professionals to join their team and help connect clients with their services.

$75,000–$235,000/yr
US

  • Goal-oriented self-starter with time management skills.
  • Excellent communicator passionate about helping others.
  • Desire to grow personally and professionally.

They are hiring passionate and responsible individuals to be licensed independent agents in insurance. They provide a supportive environment with training and mentorship.

Global

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through consistent, periodic check-ins.

Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.

Global

  • Build and maintain strong, long-term relationships with clients as a trusted advisor.
  • Ensure timely delivery of solutions aligned with client needs and objectives.
  • Communicate clearly with clients and internal teams on progress and updates.

Jobgether is connecting job seekers with companies. They use AI to match candidates to roles, promoting quick, objective, and fair reviews against core requirements, and they ensure top candidates are shared with hiring companies for final decisions.

US

  • Contact potential clients and make outbound calls
  • Educate clients on life insurance options
  • Close sales and build long-term relationships

Distro connects clients with insurance options. We are looking for motivated individuals to join our team.

$19–$21/hr
US

  • Respond to inbound calls from existing customers
  • Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
  • Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy

Jerry.ai is a fintech startup that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.

US

  • Reach out to potential clients by phone, email, or messaging
  • Schedule and confirm appointments for travel services
  • Collect key travel details (dates, destination, budget)

Destination Knot connects with potential clients and schedules appointments for travel advisors. We offer a supportive team culture.

$45,000–$65,000/yr
US

  • Assist clients with vacation research, travel options, and itinerary coordination
  • Support the reservation process for flights, hotels, cruises, and vacation packages
  • Communicate professionally with clients regarding travel details and timelines

Destination Knot helps customers with travel coordination, reservation assistance, and service excellence. They offer a supportive and collaborative team culture where employees can grow.

US Unlimited PTO

  • You'll manage schedules and support communication for 5 executives, enhancing their daily productivity.
  • Organize meetings, including scheduling, sending reminders, preparing agendas, and follow-ups.
  • Coordinate travel and meeting setups for the executive team, including domestic and international arrangements.

TeamSnap is a sports and communication platform dedicated to taking the work out of play in youth sports. They believe their jobs should excite them, teammates should support them, and bosses should inspire them, and they empower their people to bring big ideas and tiny egos.

$24,960–$358,960/hr
US

  • Conduct thorough discovery calls with inbound leads to understand their tax issues and financial situation.
  • Review client-provided documents and system data to recommend customized resolution programs.
  • Own the full sales process from consultation to enrollment, ensuring a smooth client experience.

TaxRise provides tax relief services, offering hope and solutions to individuals facing financial uncertainty. They are passionate about reshaping the tax resolution industry through innovation and empathy; it's the fastest-growing company in its industry.

$50,000–$50,000/yr
US 3w PTO

  • Schedule client consultations and track projects.
  • Qualify experts and manage client requests.
  • Maintain updated status of client consultations.

Guidepoint is a leading research enablement platform designed to advance understanding and empower clients’ decision-making process with innovative technology, real-time data, and hard-to-source expertise. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, they inform leading organizations’ research.