Deconstructs new account submissions and bond requests by gathering information into systems and models.
Provides customer service to brokers and agents, resolving problems on bond transactions and service needs.
Executes post-sale account management and workflow, including file documentation and bond registration.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They build an environment that welcomes diverse perspectives and experiences, embedding inclusion into their culture.
Provides day-to-day delivery of critical lending operations processes.
Supports the execution of payments, transactions, and service requests.
Communicates with internal business partners and external customers to respond to inquiries.
BMO Financial Group is committed to creating lasting, positive change for its customers, communities, and people. They provide personal and commercial banking, wealth management and investment services to more than 12 million customers as the 8th largest bank in North America by assets.
Provides friendly, expedient, competent and professional customer service to members via telephone and/or written correspondence.
Cross-sells Credit Union products and services.
Supports a sales and service environment focused on the credit union’s mission, vision and core values.
Grow Financial Federal Credit Union provides financial services to its members. They have 600 team members and are dedicated to a diverse, collaborative culture where you can grow personally and professionally.
Answering or making calls to clients to learn about and address their needs, complaints, or other issues.
Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported.
Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
Iron Mountain Solutions supports a contract providing call center support for the U.S. Coast Guard (USCG) National Maritime Center’s (NMC) Contact Center (CC). They are an Equal Opportunity Employer.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Deliver fast, accurate, and empathetic support to workplace customers.
Navigate tools to investigate cases and maintain accurate documentation.
Apply sound judgment to troubleshoot issues and improve customer experiences.
Clipboard Health's app-based marketplace connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent. It is a fast-growing Series C marketplace and a YC Top Company with a global, remote team of 700+ people.
Use Chinese language skills to translate documents in Traditional and Simplified Chinese.
Review documentation related to a new account
Collaborate with other cross-functional teams to assist with account approval and maintenance.
Interactive Brokers Group, Inc. is a global financial services company providing brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. They are known for their cutting-edge technology and client commitment.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.
Member-facing: Responding to members’ queries regarding our products and services.
Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary.
Onboarding of prospective members - assisting them from applying for membership until they are fully onboarded
Xapo Bank aims to provide economic freedom and wealth protection. They are a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world and are headquartered in Gibraltar.
Act as the first point of contact for company clients.
Resolve complaints and prevent additional issues by improving processes.
Build & maintain a good relationship with assigned carriers based on trust and respect.
Bobtail aims to increase happiness by eliminating inefficiencies in the supply chain, envisioning a supply chain without friction, fraud, waste, and abuse. They value teams, collaboration, communication, iteration, experimentation, and mental health, encouraging a proactive and solutions-oriented approach.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
Responsible for ensuring all advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.
Provide outstanding technical support to our customers.
Respond to telephone and email inquiries from individuals utilizing our online software.
Follow up on customer requests to ensure complete handling of the caller’s inquiry.
BIS Safety Software is a fast-paced, high-growth organization providing leading software for the safety industry. They emphasize client relationships and continuous innovation, and are looking to continue their growth across North America and around the world.
Partner closely with Account Executives, Account Managers, and customers on licensing opportunities.
Prepare accurate quotes, manage complex deal scenarios, and ensure seamless progression through the sales cycle.
Manage the end-to-end licensing quote process across 20–30 concurrent opportunities.
The Adaptavist Group is a global family of companies with a common goal: combining the best of teamwork, technology, and processes to help businesses improve. They are experts in delivering enterprise software and tailored solutions across trusted technology ecosystems.
You know what great customer support looks like and you're passionate about delivering it at scale
Investigate and resolve customer complaints and disputes in a professional and empathetic manner
Provide the best customer support by talking directly and honestly with our customers through a variety of different mediums
Monzo is a leading financial technology company committed to providing modern banking solutions. With over 13 million customers in the UK, they've built a banking app that customers love with high daily engagement and award-winning customer support.
Collaborate with core team members and department heads to navigate customers' needs and deliver optimal results.
Interact with customers, building strong relationships, and practicing customer advocacy.
Eager to learn, strives for excellence, and is committed to building a long-term career.
Helpware is a technology-driven company that provides Customer Experience & Operational Support for modern companies. Our team is driven by the purpose of providing best in class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies.
Assist with activation of mobile phones and configuring devices.
Assist users with placing orders in their online portal.
DMI is a leading provider of digital services and technology solutions. They support public sector agencies and commercial enterprises around the globe, focusing on end-to-end managed IT services and is recognized as a Top Workplace.
Reply to customer inquiries via supported communication channels
Identify, replicate, and report validated product issues to the R&D team
Provide outstanding service to our customers via prompt and value-adding interactions over phone, email and chat
Cision empowers individuals to make an impact, valuing voices and ideas. They are a global team that champions curiosity, collaboration, and innovation, driving meaningful contributions to brands.
Manage opportunities within current business accounts regarding new products.
Increase Experian revenue by managing and closing deals with existing customers.
Consult with C-level decision makers to understand needs and develop complex solutions.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.