Process new account openings and maintain client accounts with major custodians like Charles Schwab, Fidelity, and Raymond James.
Handle money movements, documentation review, and communication with advisors and internal teams.
Work with investment performance reporting platforms such as Black Diamond and Orion.
The client is an established outsourcing company providing operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They work behind the scenes to deliver high-quality, efficient back-office services that allow advisors to focus on their clients.
Master publisher concepts, workflows, and requirements to stay current with a rapidly evolving product.
Investigate, escalate, and resolve diverse client issues across the Yext Publisher Network.
Act as a client-facing representative, guiding clients through challenging issues with professionalism and active listening.
Yext is an enterprise agentic marketing platform that helps brands manage visibility across AI and traditional search. It serves thousands of brands and digital marketing partners globally, fostering a culture of collaboration and results-driven innovation.
Support SeatGeek customers through phone, email, and live chat, resolving issues with ticket purchases, delivery, and account access.
Investigate and take ownership of customer concerns, communicating clearly and empathetically in urgent situations.
Document interactions accurately, escalate when needed, and collaborate with teammates to improve the fan experience.
SeatGeek believes live events are powerful experiences that unite humans. They are a technology company simplifying and modernizing the ticketing industry with a fan-first attitude.
Serve as the operational partner behind a Lead Customer Success Rep managing a large book of 120+ staffer accounts.
Monitor account health, maintain reporting, track follow-ups, and support onboarding to ensure scalable customer success.
Identify risks early, keep account data accurate, and enable the Rep to focus on strategic client relationships.
Cloud Accountant Staffing is a staffing company that matches customer success professionals with growing books of accounts. They emphasize long-term careers, ownership, and continuous improvement in a remote-first culture.
Serve as the primary point of contact for China-based customers regarding product inquiries and operational concerns.
Guide new customers through the onboarding process and provide support leading up to and during go-live.
Assist customers in understanding and effectively using products, conduct training in Mandarin, and coordinate with internal teams.
A-CL provides product support and onboarding services for clients in China. The company focuses on customer success and product adoption, with a small to medium-sized team.
Manage day-to-day customer support communication primarily via email.
Communicate with healthcare professionals using medical terminology.
Support the Head of Product with administrative tasks and scheduling.
We are an innovative healthcare AI startup focused on improving patient care through technology. Our small, dynamic team is dedicated to providing fast and professional support to healthcare professionals.
Provide exceptional customer support via phone and email for Skylight's digital photo frames, troubleshooting issues and ensuring customer satisfaction.
Identify customer needs, build trust, and maintain sustainable relationships through open and interactive communication.
Handle complaints, escalate priority issues, and follow up to ensure resolution while meeting KPIs.
Frontier is a New York-based, fully-remote company that helps businesses build full-time, cross-functional teams abroad. We are a 150-person team with most of our members in India and the Philippines, and we pride ourselves on hiring the smartest people to match them with the best companies.
Respond to customer support requests during overnight PST hours, primarily Tier 1 support for Parkade users.
Identify root causes of straightforward issues, troubleshoot, and provide clear next steps.
Maintain accurate documentation and escalate issues when necessary.
Frontier is a subsidiary of Fresh Prints, a fully remote, 150-person company based in New York. We help companies grow full-time, cross-functional teams abroad.
Process 60-80 insurance authorizations daily from insurance portals for patient referrals.
Verify authorization status and complete request forms for various insurance carriers.
Collaborate with the insurance team to maintain data integrity and communicate authorization status.
Our client is a leading ophthalmology clinic based in Texas with 17 locations and over 50 doctors. They are committed to employee fulfillment and career growth, guided by core values of integrity, respect, empathy, accountability, compassion, and honesty.