Job DescriptionJob DescriptionInside Sales & Customer Service Representative
Con Forms
Dallas, TX
tJOB SUMMARY
A successful Inside Sales & Customer Service Representative (ISR) takes the time to build trusting relationships with their customer base, understanding unique customer needs, building trust and providing effective solutions with the Con Forms product line while acting as the voice and face of the organization.
As a global leader, the Con Forms brand engineers unique, value-added piping systems, products, and accessories for concrete pumping applications. The successful sale of these products requires the ISR to gain and retain a keen working knowledge of all Con Forms products, their correct selection and application, as well as basic sales and engineering fundamentals advanced through in-house training. This role uses their technical expertise and customer service skills to create lasting value for existing and new customers in global markets. The ISR works to ensure the timeliness and accuracy of all quotes and orders and facilitates the successful completion of the sales cycle from initial lead to product delivery.
RESPONSIBLITIES Support the customer and team in all ways possible, keeping open lines of communication that lead to the individual, team and company success. Work directly with customers and Regional Sales Managers in developing effective proposals. Enter customer job orders that meet customer and Con Forms requirements. Develop, run, distribute, and keep required reports and logs up to date. Promptly and politely responds to incoming requests from customers for information and price inquiries accurately and completely. Reach out to new or existing customers on a regular basis to secure vital updated information and additional sales opportunities. Use detailed understanding of the full product catalog to educate customers in technical solutions and specifications. Engage in technical discussions with current or prospective clients through professional and ‘easy to understand’ communications. Answer customer phone calls and emails in a timely and professional manner. Input customer quotes and orders promptly and accurately. Religiously follow up on quotes within 48 hours and reports out on insight gained. Enter, process and follow Returned Material Authorizations in a timely and correct manner. Gain an understanding of market conditions and capture competitive intelligence. Interpret product and project blueprints, schematics, manuals, routings, and other related manufacturing instructions. Professionally and eagerly represents Con Forms through various methods including phone, email, online, jobsite visits and national or regional exhibits and trade shows. Inform management of all activity including timely preparation of reports when requested. QUALIFICATIONS Associates degree in business, construction, or a related field. 3+ years prior success in a rapidly paced sales and/or customer service role with a technical emphasis is desired. Basic knowledge of Microsoft Office; Word, Excel, and Outlook. Previous experience with Enterprise Resource Planning (ERP) systems desired. Excellent communication skills both verbal and written, particularly over the phone. Highly organized, accurate, responsive with the ability to transition between rapidly changing priorities and multiple tasks are essential for success. Can easily develop trusting working partnerships with customers and teammates alike. Customer focused with keen attention to detail. A working proficiency in reading blueprints preferred. Bilingual skills in Spanish preferred.
ESSENTIAL COMPETENCIES Customer Focus Communication Developing Client Relationships Drive & Enthusiasm Sense of Urgency Attention to Detail Calm Under Pressure Accuracy Multitasking Prioritization Reliability / Strong Work Ethic
PHYSICAL & MENTAL DEMANDS Employee is occasionally required to stand, walk, stoop, kneel, crouch or crawl and reach above the shoulders. Regularly required to sit and move from place to place. Will frequently talk and listen, used hands to finger, handle or touch. Ability to see both closely and at a distance, color, peripheral, depth perception, and the ability to adjust focus. This position will have exposure to jobsites and the production shop floor resulting in exposure to loud noises, sparks, fumes, chemicals and heavy equipment. Intermittent travel domestically. Must maintain a valid driver’s license. Mathematical skills including addition, subtraction, multiplication, division, decimals and fractions, units of measurement, and metric conversions. Reasoning skills including ability to define problems, collect data, establish facts and draw valid conclusions of customer requirements. Ability to interpret an extensive variety of technical instructions. Ability to type on a keyboard and use a mouse to gather and input quote and order information on a computer. Basic knowledge of Microsoft Office, Outlook, and ERP systems. Reading and comprehension. May lift, push or pull up to 25 pounds on rare occasion. WORKING ENVIRONMENT Computer/Sedentary position. Intermittently will have to go onto the production floor resulting in exposure to loud noises, sparks, fumes, chemicals, and heavy equipment. Position will mainly be in a temperature control office space. We Make it EasyFounded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.Powered by JazzHR8QLhOWSfBb
Job DescriptionJob DescriptionJob Title: Client Service Specialist
Company: Laurel Wealth Planning
Location: Edina, MN - Hybrid
About our Firm
Laurel Wealth Planning (LWP) has served clients through comprehensive financial planning and proactive investment advice for over twenty-five years from our main office in Edina, Minnesota. We are passionate about helping people live the lives they want, building long-term relationships based on a foundation of trust and confidence. High attention to our clients (1 to 20 client to team-member ratio) helps us know and serve our clients well. We publicly commit to our values of client care first, honor, full reliability, going the extra mile, win-win teamwork, and inclusion & diversity. We serve financially successful individuals including women decision makers and ESG investors.
We enjoy seeing motivated team members thrive. Each of our team members has a career track with clear skill-building opportunities and support.
Client Service Specialist (CSS) Role
The Client Service Specialist (CSS) is a valued member of our team, dedicated to ensuring that clients feel welcome and at ease from their very first interaction. As the initial point of contact for clients, whether by phone, in-person, or via Teams, the CSS is responsible for creating a positive and lasting impression. This role involves attentive listening and a warm, friendly demeanor to make clients feel valued and comfortable. The CSS collaborates closely with the advisory team to address client needs and provide exceptional service. Additionally, the CSS handles various operational and administrative tasks to support the firm's smooth functioning. This position reports to the Client Service & Operations Manager.
This is a full-time position that offers substantial benefits, including health insurance, a career track, and tuition reimbursement for approved college classes/degrees.
Growth Opportunity
Career Track: Over time, this position may lead to the following:
• Client Service Specialist II: manages complex client account needs & provides advanced support.
• Senior Client Service Specialist: trusted authority for client account needs.
• Paraplanner: supports wealth managers in financial planning analysis & strategies.
Promotions are based on overall contribution and firm needs. Depending on contribution and skills, other career tracks may become available.
Essential Duties & Responsibilities:
Client Services Support
• Friendly welcome and service for clients & visitors.
• Address client service needs through telephone, Teams, in-person, and email interactions.
• Coordinating and confirming meetings, generating Teams links, and ensuring meetings are scheduled and tracked internally.
• Responding to client needs by establishing new accounts, completing money and security transfers, and account administration as needed.
• Assisting clients with charitable giving.
• Ensure the smooth onboarding of new clients into our organization.
• Facilitating electronic signatures via DocuSign.
• Activating and maintaining client portals, addressing client inquiries.
• Working closely with Wealth Managers to prepare materials for client meetings and implement follow-up steps.
• Assistance in maintaining the conference room, client snacks/drinks, and the reception area.
• Contributing to efficiencies and improvements by recommending process enhancements.
• Other client service responsibilities as requested.
Operations support:
• Company expert in maintaining the portfolio management software to ensure reports generated are accurate, including monthly data checks and troubleshooting.
• Enter and maintain client, prospect, COI, and vendor data in our systems.
• Proofread mass emails, send mass emails to designated recipients, obtain compliance approval & document in files.
• Providing basic technical support to team members, monitoring the copier/printers, and ordering service as needed.
• Assist with communication and coordination with key office vendors (e.g., IT, facilities, maintenance).
• Support compliance efforts by organizing documents like disclosures and keeping internal checklists up to date and accurate.
• Processing mail.
• Office admin tasks include light office cleaning, organizing, ordering and stocking supplies, watering plants, sanitizing the office and turning on the air purifiers.
• Update the employee handbook as requested, communicate the updates to the team, and document the updates.
• Placing lunch reservations for clients, COIs and internal meetings.
• Coordinating networking meetings & marketing initiatives.
• Ordering gifts for clients & COIs to foster relationships.
• Assistance in planning client events of various sizes.
• Other operations responsibilities as requested.
Knowledge, Skills and Abilities:
• Warm, friendly, welcoming and caring style.
• Strong verbal & written communication skills.
• Independent time management proficiency.
• Highly organized with strong attention to detail.
• Effective collaboration and teamwork with team members.
• Ability to self-start, take initiative, and be proactive.
• Evidenced commitment to honesty, diligence, and upholding the confidentiality of both firm and client information. Dedicated and focused.
• Comfortable with technology and data entry skills. Familiarity with Microsoft Word, Excel and CRM.
• Prioritizes and plans own work activities; able to multi-task.
• Commitment to exceeding client expectations.
• Adapts to shifting priorities and evolving roles seamlessly.
• Composure and maturity, particularly when faced with pressure.
Education/Experience:
• Associates degree required. Bachelor’s degree preferred.
• Academic excellence reflected in your GPA (3.2 or higher).
• 1-3 years of office administrative experience, financial services a plus.
Compensation
• Base: $50,000 - $70,000. Based on skills and experience. Non-exempt role, eligible for overtime pay.
• Bonuses: Based on team success.
Benefits
We offer competitive, holistic employee benefits.
• Individual & family health insurance benefit. Dental plan.
• Immediately vested contributions to HSA.
• Company-paid disability income and life insurance.
• 401(k): immediately vested employer 3% contribution.
• Hybrid work schedule after 6 months with strong performance.
• PTO, flex time.
• Free covered parking.
• Free workout center, track, and pool.
• Professional investment and financial planning advice.
Educational Support
• Tuition reimbursement for approved undergraduate and graduate courses.
We Make it EasyFounded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.Powered by JazzHRuXkro7L6Lb
Job DescriptionJob DescriptionInstallation Project Manager
The Verdin Company
Cincinnati, OH
Company Overview
For more than 175 years, The Verdin Company has been manufacturing cast bronze bells and custom outdoor clocks for thousands of churches, cities & towns, universities, and commercial customers around the world. Today, the company is owned and managed by the sixth generation of Verdins who continue the company’s proud tradition of superior craftsmanship, innovative products, and dedicated customer service.
General Job Description
We have a unique, immediate opening for a Project Manager who will coordinate the scheduling and logistics of installations, serving as the main point of communication between our customers and Verdin teams in manufacturing, sales, shipping, and field service. Each installation of bells and clocks presents a unique set of circumstances that require careful planning and scheduling. The Project Manager will be responsible for coordinating all logistical aspects of an installation, including (i) confirming installation dates and site readiness requirements with the customer; (ii) scheduling field service technicians; (ii) arranging for heavy equipment at the job site as necessary, including cranes, hoists, and man-lifts; and (iv) coordinating with other on-site contractors, including electricians, masons, and roofers.
Specific Job FunctionsMonitor production backlog of jobs in progress and attend production meetings to track progress of current projects requiring field installation services.Notify internal Service Coordinators of schedule requests for installations through Smartsheet database.Provide advance, timely updates to service coordinators and field service technicians regarding upcoming installations, especially projected shipping and installation start dates.Communicate continuously with customers to schedule installations and surveys, provide updates on the manufacturing progress, verify readiness of site conditions (e.g., safe access, electrical service, lifting equipment), and confirm ship dates and ship-to address.Serve as primary in-take for customer questions regarding upcoming installations. Work with production and service management to properly escalate priority issues.Work with shipping to ensure all products are delivered to the job site in advance of the installation date.Arrange rental of cranes, man-lifts, and other heavy lifting equipment at the job site as required.Coordinate with customer the installation of Verdin products with other on-site trades such as electricians, masons, roofers, and carpenters.Analyze, refine, and communicate changes in processes and workflow to improve internal and external customer experiences while improving efficiency.Develop systems for measuring and improving customer satisfaction following installation.Develop a deep understanding of Verdin’s product lines so that you are able to identify any special requirements that need to be addressed before or during the installation.Maintain a central database of all communications related to each installation project.
Preferred Job Qualifications3+ years of customer service experience, or equivalent role involving personal interaction with customers. Experience in Project Management is a big plus.1+ years of experience in the construction industry or in fabrication.A pro-active, self-starter who communicates clearly and confidently with customers, colleagues, and other partners to ensure that installations are completed in a timely and professional manner. Highly organized and detail oriented; must be comfortable managing and juggling several ongoing projects.You should have the ability and temperament to handle disruptive events that cause even the most carefully conceived plans to go awry, and to deal with frustrated customers.Experience in reading and interpreting CAD drawings.Experience using CRM and MRP database systems (Verdin uses Global Shop, Smartsheet, and GoldMine).Applicants should have the ability and willingness to learn new software systems.Proficiency in Microsoft Office programs, especially Excel, Word, and Outlook BenefitsFull medical, dental, and vision coverage401(k) with Company matchEligibility for Company bonus program
$27.00/hr. to $31.00/hr.
We Make it EasyFounded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.Powered by JazzHRI5UbUkSDKR
Job DescriptionJob DescriptionMember Service Representative
Rock Energy Cooperative is looking for a Member Service Representative to work in South Beloit, IL. The hours of operation are 7:30am-4:00pm, Monday through Friday. Pay range $20.00 - $25.00 per hour based on skills and experience. REC provides comprehensive medical, prescription and dental benefits at a 85% / 15% employee split, a 401K with an employer contribution of 4% and a employer funded pension plan. Apply today to join this friendly, fast-paced team!
Essential FunctionsProficiently answer incoming calls, provide member support, and direct calls to other departments as neededAssist with member billing needs including transfers of service and general account questionsCollaborate and clearly communicate with other departments Provides a positive member experience with fair, friendly and courteous serviceApply payments accurately to accounts, have strong money handling skills and accurately balance drawers dailyRegular daily in-person attendance is requiredStrong work ethicPossess strong time management and problem-solving skillsAttention to detail is a mustAbility to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs.Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focusAble to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed
QualificationsConsistently dependableConscientiousFriendly positive attitudeCurrently have and must continue to maintain a valid driver’s licenseHave reliable transportation to and from work and other sites as referenced above.
Knowledge Skills and AbilitiesProficient in Microsoft Windows (Teams, Outlook, Word, Excel, SharePoint)Ability to quickly learn new software programsBi-lingual in Spanish preferredBasic math skillsAbility to navigate multiple software interfaces simultaneouslyAbility to multi-taskKnowledge and ability to use office equipmentAbility to professionally communicate verbally, non-verbally and in writing
Experience2+ years’ experience in customer serviceExperience using Microsoft Windows6 months’ experience working in an office environment preferred
EducationHigh School Diploma or Equivalent required
ScheduleThis is an in-person positionMonday – Friday – Excluding some holidays7:30 am – 4:00 pm
** Pre-employment drug-testing and physical required
We Make it EasyFounded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.Powered by JazzHRfAeZwLprV5
