Job Closed

This listing is no longer active.

Santander logo
Santander

Here to help you prosper

Client Support Associate

Client Services RepresentativeClient ServicesOtherRemoteMid LevelTeam 10,001+Since 1857H1B SponsorCompany SiteLinkedIn

Location

Connecticut + 6 moreAll locations: Connecticut | New Hampshire | New Jersey | New York | Massachusetts | Pennsylvania | Rhode Island

Posted

102 days ago

Salary

$58.1K - $97.5K / year

Seniority

Mid Level

Bachelor Degree5 yrs expEnglish

Job Description

Client Support Associate

Santander

• Work to ensure client's needs are managed to the highest level of satisfaction. • Respond to clients on general inquiries. • Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner. • Take immediate action to address issues as they arise, escalating when appropriate. • Proactively offer creative solutions to improve or enhance the client experience. • Participate and sometimes lead projects as needed. • Adhere to process standards and documented procedures.

Job Requirements

  • Bachelor's Degree or equivalent work experience: - Required.
  • 5+ Years Customer service, Business process, or Project Management experience - Required.
  • 3+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
  • Ability to manage multiple tasks/projects and deadlines simultaneously.
  • Ability to identify and resolve exceptions and to interpret data.
  • Proven customer service/relations skills.
  • Excellent interpersonal, verbal and written communication skills.
  • Ability to work well with all levels of management and internal departments.
  • Well organized, detail oriented and exceptional problem solving and follow-through skills.
  • Knowledge of bank products, procedures and customer service.
  • Must be able to work independently, prioritize projects, and follow through on deadlines.
  • Strong analytical and problems solving skills.

Benefits

  • Competitive salary
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off

Related Job Pages

More Client Services Representative Jobs

Deltek logo

Support Services Analyst

Deltek

Deltek is a leading provider of information solutions and enterprise software. Founded in 1983 by father-and-son team Donald and Kenneth deLaski, Deltek serves more than 15,000 cli

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate Support Analyst is responsible for delivering high‑quality technical and functional support to customers using Deltek Project Information Management (PIM). This role requires strong troubleshooting skills, logical analysis, and the ability to work confidently across both the application console and back‑end components. Analysts handle customer inquiries through phone, email, chat, and online channels, ensuring an excellent service experience while resolving issues efficiently and professionally. - Provide timely, professional technical support for customers using Deltek PIM. - Troubleshoot issues across the full stack of the application including configuration, permissions, workflows, logs, data, and performance. - Analyze and resolve issues using IIS tools, SQL queries, system logs, and PIM’s administrative console. - Handle document management, email management, indexing/search behaviors, user access, and business process inquiries. - Communicate clearly and empathetically with customers, ensuring positive service interactions and expectation management. - Create detailed case documentation with clear reproduction steps, findings, and next actions. - Escalate complex issues effectively with complete technical evidence. - Collaborate with Senior Analysts, Engineering, Cloud Operations, and Product teams as needed. - Continuously build technical expertise, product knowledge, and troubleshooting proficiency. Qualifications - Strong troubleshooting and logical problem‑solving abilities; able to break down complex issues and test hypotheses. - Excellent verbal and written communication skills with a customer‑first mindset. - Bachelor’s degree in Computer Science, Information Technology, Engineering, Business Systems, or equivalent technical certification. - 0–2+ years of experience in software support, technical troubleshooting, or customer-facing technical roles. - Ability to multitask, prioritize, and remain calm in a fast‑paced environment. Requirements - Hands‑on experience with IIS (sites, app pools, bindings, authentication, SSL/TLS basics). - Basic to intermediate MS SQL skills, including reading and executing queries, and validating data sets. - Ability to interpret logs and error messages from IIS, PIM services, and Windows Server environments. - Familiarity with web application architecture, browser-to-server interactions, and basic network/Internet security concepts. - Ability to read and understand HTML for troubleshooting interface or document-related issues. Benefits - Basic understanding of common business and finance terms (e.g., invoices, purchase orders, costs, budgets). - Ability to interpret financial-related document metadata and understand customer context during troubleshooting. - Comfort working with documents and data that reference financial terminology. Preferred (Nice to Have) - Experience supporting enterprise, SaaS, or web‑based applications. - Exposure to workflow tools, indexing/search services, or document management systems. - Familiarity with ticketing/CRM systems. - Experience analyzing logs across multiple layers (application, server, network).

United States
Job Closed
Broadridge logo

Tier 1 Client Service Agent

Broadridge

Broadridge Financial Solutions, Inc., founded in 1962 as a division of ADP, became a publicly-traded company in 2007. Now an award-winning business services fir

• Serve as the first line of support for client inquiries submitted through phone, email, and live chat regarding Fi360’s SaaS and learning solutions. • Answer questions about features, functionality, policies, and procedures, providing clear and professional guidance to clients at all experience levels. • Document all client interactions accurately and thoroughly in appropriate systems (e.g., Zendesk, Salesforce). • Educate clients on Industry Best Practices, the Fiduciary Standard of Care, and effective use of Fi360’s tools and technology solutions. • Troubleshoot common technical issues, escalating complex cases to Tier 2 or Product as necessary. • Collaborate with internal teams, including Product, Technology, and Sales, by communicating client feedback and identifying enhancement or improvement opportunities. • Contribute to team performance metrics such as client satisfaction ratings, first response time, and service availability. • Support continuous improvement initiatives by identifying recurring issues and suggesting process enhancements.

Pennsylvania
$50K - $60K / year
Job Closed

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are currently expanding our remote team and looking for individuals who are passionate about supporting clients and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is an ideal role for those who are organized, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team. - Assist clients with coordinating personalized service arrangements - Research and compare available options to meet client preferences - Confirm reservations and ensure accuracy of details - Provide clear, professional communication via email and phone - Support updates, modifications, and service-related inquiries - Maintain accurate records and documentation - Complete required training Qualifications - Authorized to work in the US, UK, Mexico, Australia, or Spain - Strong written and verbal English communication skills - Reliable internet connection and smartphone (computer is strongly recommended) - Strong customer service experience is preferred Benefits - Fully remote setting - Flexible schedule - Ongoing training and professional development - Collaborative and supportive team Company Description

United States + 4 moreAll locations: United States | United Kingdom | Australia | Spain | Mexico
Job Closed
MedAmerica logo

Manager, Client Services

MedAmerica

Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. We foster an environment where passion thrives, and success comes through shared purpose. Together, we leverage our strengths and experiences to make a positive impact in our local communities. Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. Even when you are working remotely, you are an important part of the Vituity Community. Monthly wellness events and programs such as yoga, HIIT classes, and more. Trainings to help support and advance your professional growth. Team building activities such as virtual scavenger hunts and holiday celebrations. Flexible work hours. Opportunities to attend Vituity community events including LGBTQ+ History, Día de los Muertos Celebration, Money Management/Money Relationship, and more.

OtherRemoteTeam 201-500

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves managing client services to improve healthcare operations. - Reviews operations reports to identify problem areas and takes appropriate action. - Interfaces with Regional Director, Medical Director, Reimbursement Directors, and Practice Management to resolve issues. - Responsible for preparation and facilitation of site conference calls and/or site visits. - Identifies financial performance and team structure needing improvement and collaborates on corrective action plans. - Works on short-term plans and budgets based on company goals and growth objectives. - Facilitates implementation of site-specific and organization-wide programs and initiatives. - Provides support to Information Technology staff in resolving system issues. - Escalates issues to management as needed for resolution of site or personnel challenges. - Participates in workgroups for efficiency gains and problem/payer resolution. - Schedules and carries out occasional travel for the company, not exceeding 5% of time. - Provides leadership and development to Billing Supervisors. - Monitors workflow of assigned teams and coordinates necessary labor among teams. - Participates in disciplinary actions of team members and ensures proper documentation. - Facilitates team building and maintains positive morale. - Assists with auditing of team member’s work to ensure production and quality standards are met. - Works with Training Department to formulate training workshops and monitors team members' progress. - Ensures team members are cross-trained to guarantee coverage in all areas. - Maintains staff within established FTE ratio budgets set by senior leadership. Qualifications - High school diploma or GED equivalent required. - Four years minimum experience of related leadership and/or training required. - Prior experience at a medical office and in the Medical Billing field is preferred. - College coursework is highly desirable. - Strong organizational and leadership skills. - Excellent oral and written communication skills. - Strong interpersonal skills. - Knowledge of Billing Operations/Accounts Receivable processes and procedures. - Knowledge of and skilled with Microsoft O365 or Microsoft Office Suite. - Ability to analyze various types of reports. - Ability to use creative problem-solving skills. - Ability to define problems, collect data, establish facts and draw valid conclusions. - Ability to read, analyze and interpret financial information and legal documents. - Ability to respond to inquiries and complaints from clients or regulatory agencies. - Ability to manage multiple tasks in a fast-paced, collaborative environment. - Ability to remain organized and effectively manage competing priorities. - Ability to maintain confidentiality and compliance. - Must possess a valid CA driver license and have current auto insurance. Benefits - Superior health plan options. - Dental, Vision, HSA/FSA, Life and AD&D coverage, and more. - Top Tier 401(k) retirement savings plans with a $1.20 match for every dollar up to 6%. - Outstanding Paid Time Off: 3-4 weeks’ vacation, Paid holidays, Sabbatical. - Student Loan Refinancing Discounts. - Professional and Career Development Program. - EAP, travel assistance, and identity theft included. - Wellness program. - Purpose-driven culture focused on improving the lives of our patients, communities, and employees.

United States
Job Closed