Customer Support Representative Jobs in Aldine, TX

About Petrovalve: At Petrovalve, our mission is to create the best buyer experience in our industry. With 45 years of expertise in industrial valves, we're modernizing the way industrial valve customers buy online through our growing e-commerce division. We're looking for a driven and customer-focused E-Commerce Customer Support Representative to help our customers transition to online purchasing while delivering a seamless and efficient buying experience. About the Role: As an E-Commerce Customer Support Representative, you'll be the first point of contact for inbound customer inquiries, guiding them through our online purchasing process, providing accurate quotes, and following up to close sales. Many of our customers are new to buying industrial valves online, so you'll play a key role in onboarding and supporting them through their first purchases. You'll also ensure smooth order processing with minimal handoffs, keeping communication clear, efficient, and customer-friendly. Key Responsibilities: Educate and onboard industrial valve customers who are new to e-commerce, helping them place their first order on Petrovalve.com. Respond to inbound inquiries via phone and email, ensuring prompt and professional service. Assist customers in selecting the right valve for their needs. Provide accurate quotations and proactively follow up to close sales. Ensure product availability and communicate lead times clearly. Guide industrial valve customers through the checkout process, reducing friction in online transactions. Use HubSpot CRM, Magento, and Prophet 21 ERP to manage customer interactions and orders. Resolve customer issues independently, maintaining high levels of satisfaction. Maintain a transactional yet friendly approach-efficient, solution-driven, and customer-first. What Makes You a Great Fit: Comfortable with technology - Able to navigate CRM, e-commerce, and ERP platforms with ease. Competitive and driven - Motivated to follow up on quotes and convert them into sales. Adaptable to change - Thrives in a growing and evolving digital sales environment. Strong communicator - Able to clearly explain product details, order statuses, and checkout steps. Problem-solver - Takes initiative to resolve customer concerns independently. At least 3-5 Years of industrial valve sales experience--in gate, globe, check, and ball valves Success Metrics: Revenue and order volume generated through Petrovalve.com. Conversion rate on quoted orders. Customer satisfaction and response times. Why Join Petrovalve? Be part of an industry transformation - Help shape the future of e-commerce in industrial sales. No unnecessary handoffs - Own the customer relationship from inquiry to order completion. Work with a supportive team that values efficiency, adaptability, and customer satisfaction. Career growth opportunities as our e-commerce division expands. If you're ready to help industrial valve customers transition to online purchasing and be part of a company that prioritizes the best buyer experience in the industry, we want to hear from you! Petrovalve is a Houston based company that has been serving customers since 1980. We offer a competitive salary with monthly bonus potential along with the following benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Apply now and join Petrovalve' s growing E-Commerce team!

Aspen Manufacturing, LLC is a leading independent manufacturer of evaporator coils and air handlers for residential, manufactured housing, and light-commercial HVAC markets across the United States and Canada. Founded in 1975 and based in Humble, Texas, Aspen produces products under the Aspen and Airmark brands, sold through wholesalers and distributors. Aspen is committed to high-quality standards using state-of-the-art fabrication and assembly equipment and stringent quality checks. Role Description This is a full-time, on-site role for a Customer Service Specialist located in Humble, TX. The Customer Service Specialist will be responsible for providing exceptional customer support, ensuring customer satisfaction, handling phone inquiries, and assisting with customer service-related tasks. The specialist will also focus on enhancing the overall customer experience through attentive and efficient service. Qualifications Customer Support, Customer Service, and Customer Satisfaction skills Proficiency in Phone Etiquette and Customer Experience Excellent communication and interpersonal skills Problem-solving abilities and attention to detail Ability to work independently and as part of a team Experience using Enterprise Resource Program, Infor Syteline or similar Capable of managing multiple tasks simultaneously, with competence to move all forward with appropriate attention Desire to work in a fast-paced team environment Positive attitude and willingness to help where and when needed

At Retina & Vitreous of Texas, our retina specialists realize that medicine is multi-faceted and focus on providing the best personalized treatment to our patients and do so with state-of-the-art technology in a compassionate and attentive environment. Our physicians are board certified ophthalmologists by the American board of Ophthalmology and completed an additional two-year vitreoretinal surgical fellowship in diseases of the retina, macular, and vitreous. With six MD's and eleven offices in the Houston, TX area we have an ongoing mission to always deliver the best possible care. Position Summary As a Call Center Representative, you will play a vital role in delivering high-quality service to our patients and ensuring their needs are met promptly and professionally. You will serve as the first point of contact for patients, referring doctor offices and pharmacies, assisting them with inquiries, appointments, medical information, and providing outstanding customer service. This is an onsite role in our Bellaire, TX office. Responsibilities Answer incoming calls from patients and address their inquiries, concerns, and requests in a courteous and empathetic manner. Schedule, reschedule, and confirm appointments for patients across various ophthalmology sub-specialties. Verify patient information and obtain necessary medical information to create a comprehensive medical advisory. Update electronic health records (EHR) accurately and efficiently. Provide accurate and detailed information about healthcare services, procedures, and insurance coverage to patients. Advances medical knowledge to understand various diagnosis for efficient triaging and scheduling requirements. Handle patient complaints, issues, and concerns professionally, aiming to resolve them to the patient's satisfaction. Collaborate with external medical professionals such as referring Doctor offices and other internal departments to ensure seamless patient care coordination. Maintain cohesive physician schedules for affiliated practices and locations. Document call interactions and relevant patient information accurately in the call center software system. Adhere to strict confidentiality standards and maintain patient privacy in accordance with HIPAA regulations. Participate in ongoing training to stay updated on medical procedures, policies, and call center software. Strive to achieve and exceed call center performance metrics, including call quality, first-call resolution, and patient satisfaction scores. Handle high call volumes and manage multiple tasks simultaneously while maintaining a positive attitude. Accurately and efficiently process and transfer calls as needed using a multi-line phone system Qualifications Experience with Retina Scheduling strongly preferred Bilingual English/Spanish strongly preferred High school diploma or equivalent; associate's degree or certification in healthcare administration is a plus. Previous experience in a call center, customer service, or healthcare setting is advantageous. Previous ophthalmology experience a plus. Strong communication skills, both verbal and written, with the ability to communicate complex medical information clearly. Empathy, compassion, and a customer-focused mindset when dealing with patients. Familiarity with medical terminology, healthcare procedures, and insurance concepts. Proficiency in using call center software, databases, and electronic health records (EHR) systems. Excellent multitasking skills and the ability to work under pressure. Strong problem-solving abilities to address patient inquiries effectively. Ability to maintain professionalism and composure during stressful situations. Understanding of HIPAA regulations and patient confidentiality. Positive attitude, adaptability, and a willingness to learn and grow in a dynamic healthcare environment. Company Benefits We offer a competitive benefits package to our employees: Medical Dental Vision 401k w/ Match HSA/FSA Telemedicine Generous PTO Package We also offer the following benefits for FREE: Employee Discounts and Perks Employee Assistance Program Group Life/AD&D Short Term Disability Insurance Long Term Disability Insurance EyeSouth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

FlexTek has partnered with a Waste & Recycling company in Pearland, TX that is hiring a Customer Service Representative! Great career opportunity with a growing company! Contract-to-Hire Up to $18/hr Bilingual in English & Spanish preferred (not required) Monday - Friday, 8-5, Working 100% on-site Must pass a drug and background check Responsibilities Communicate with customers via phone, email and chat High volume of inbound & outbound calls (50+ per day) Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications True professionalism At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

Quantum Energy Solutions is focused on energy efficiency, helping commercial facilities reduce daily operational costs through wholesale electricity and natural gas operations. Our solutions are specifically tailored to meet the energy demand of businesses, leading to significant cost savings. Located in Houston, TX, Quantum Energy Solutions is dedicated to providing top-notch service and sustainable energy practices. Role Description This is a full-time on-site role located in Houston, TX, for a Marketing Customer Service position. The Marketing Customer Service representative will be responsible for providing excellent customer support to clients, ensuring customer satisfaction, managing phone calls, and enhancing the overall customer experience. This role requires effective communication with customers, resolving inquiries, and maintaining a high standard of service. Qualifications Customer Support and Customer Service skills Experience in ensuring Customer Satisfaction and enhancing Customer Experience Excellent Phone Etiquette skills Strong written and verbal communication skills Ability to work effectively on-site in a team environment Experience in the energy sector is a plus Bachelor's degree in Marketing, Business, or related field

Our client, a water technology provider, is seeking a Customer Service Representative for a 6+ month contract opportunity located in Houston, TX. This role is hybrid. Work Hours: 8:00 AM - 4:30 PM CT CORE RESPONSIBILITIES Responds promptly to customer inquiries through various channels. Process orders and requests assigned Primarily responsible for the processing of all incoming and outgoing calls for internal & external customers Collaborates with appropriate intercompany resources Inputs and/or modifies service order requests based on customer need and provides customer confirmation Follows clearly documented departmental standard operating procedures Process customer payments and provide proof of payment to customer Provide customer invoices on demand Generate and deliver customer specific “service” reports via SAP as requested Perform tasks in accordance with the standard work document and performance metrics for that given process POSITION REQUIREMENTS High school diploma or equivalent plus 1 year of applicable work experience in a customer-focused role OR associate's degree with demonstrated capability in comparable work Software skills (ERP) SAP experience preferred Outlook, Microsoft Suite experience required Excellent time management, organizational, written and verbal communication skills. Demonstrated ability in analytical problem solving and decision-making skills Ability to handle difficult or sensitive situations Strong willingness to learn and improve. Ability to work as an individual and in a team Ability to multitask via multiple channels. Provides detailed, personalized, friendly & polite service to ensure customer retention. Basic Computer Skills Pay Rate- $21.00/ hour

SUMMARY: Performs a variety of customer service activities to ensure timely deliveries, excellent communication and customer satisfaction. Works closely with the manufacturing plants and sales team in processing zinc oxide/fine zinc powder orders. POSITIONAL RESPONSIBILITIES: Handle all telephone, email and written communication with customers or distributors concerning orders, delivery issues, and trouble-shooting problems. Quote customers current pricing based on monthly price lists and input from sales. Work with production planning to determine shipping plant and ship dates. Communicate with customer regarding possible discrepancies between requested and actual delivery dates. Support the Logistics Manager in administration duties on imports / export processing for all company products. Communicate all orders and order changes, in writing, to plants. Keeps records of all orders and changes. Work with plants to resolve customer issues regarding deliveries, packaging problems, etc. Initiates non-conformance paperwork as needed. Make all changes to reconcile sales office information with plant information as required. Track total orders by plant and prepares appropriate sales reports. Maintain order entry database (SAP) and customer profiles. Perform other administrative duties for management, purchasing and sales representatives. COMPETENCIES, SKILLS AND ABILITIES 2 - 5 years of experience in customer service positions of increasing scope. Possess basic mathematical skills: addition, subtraction, multiplication and division. Critical thinking skills. Ability to define problems, collect data, establish facts, and draw valid conclusions. Computer proficiency, including MS Office and MS Outlook. Strong Excel and Access skills required. Intuitive and insightful, with a keen sense of how to increase company value. Excellent written and verbal communication skills and a proven relationship builder. High-energy with a motivation to take on the challenges that create opportunities. Works effectively with others in a positive team environment.

Job Title: Territory Sales Representative - Texas Company: Chemical Dynamics, Inc. Job Type: Full-Time Reports To: CEO/Director of Sales Chemical Dynamics, Inc. is a fast-growing manufacturer and distributor of commercial-grade cleaning and sanitation solutions, proudly serving the convenience store and foodservice industries. With a focus on innovation, customer service, and efficiency, we offer a comprehensive line of chemical products and dispensing systems, including our flagship CPAK Program. Position Summary: We are seeking a results-driven and self-motivated Territory Sales Representative to lead business development and account growth throughout the Texas region. This role is responsible for acquiring new customers, nurturing distributor partnerships, expanding our installed base of CPAK dispenser programs, and driving recurring revenue through chemical sales. Key Responsibilities: Identify and pursue new sales opportunities with convenience stores, food service operations, and distributor partners across Texas Develop and execute territory sales plans to achieve monthly and annual revenue targets Promote the CPAK chemical program and other proprietary solutions, including training on chemical usage and dispenser systems Manage the full sales cycle: lead generation, product demonstrations, proposal development, contract negotiation, and onboarding Maintain regular communication with existing accounts to ensure satisfaction, reorder compliance, and upsell opportunities Represent Chemical Dynamics at regional industry trade shows, distributor meetings, and promotional events Collaborate with customer service and operations teams to ensure smooth installations, maintenance support, and fulfillment Accurately track all sales activity in CRM software and provide regular sales reports to management Qualifications: 3+ years of B2B sales experience, preferably in chemical, janitorial, or foodservice supply industries Strong understanding of recurring revenue models and consultative selling techniques Proven success in territory development and closing new business Ability to travel extensively within Texas (up to 60% travel required) Excellent communication, presentation, and relationship-building skills Self-motivated, accountable, and able to work independently in a fast-paced environment Proficient in Microsoft Office and CRM tools (e.g., HubSpot, Salesforce) Preferred Qualifications: Existing relationships with C-store chains, restaurant groups, or regional distributors Experience selling chemical dilution systems or similar technical equipment Knowledge of NSF certifications, sanitation protocols, and chemical dilution ratios Compensation & Benefits: Competitive base salary + commission (uncapped earning potential) Car allowance and mileage reimbursement phone stipend Performance bonuses and annual incentives Opportunity for advancement in a rapidly growing organization

Houston Schedule Shift: Monday- Friday, 8am-5pm with a rotating Saturday CST Houston Hourly rate: $17.00 Take inbound and outbound phone calls to collect monies by negotiating payment terms and methods when right party is reached. The process requires reviewing the account information in database, and/or asking probing questions of the consumer in order to better understand potential objections to payment. Monitor debtors accounts and follow-up to ensure payments are made in a timely manner Utilize various skip tracing techniques and collection strategies to locate right parties in order to collect monies Collect balance or set up an appropriate payment plan. Review accounts to identify adjustments, discrepancies and create a request for resolution Handle debtor disputes and overcome stalls and objections & suggest money sources for debt payment All other duties as assigned Excellent phone etiquette Excellent communication skills, both written and verbal Tactful Substantial call center experience preferred Collection experience preferred Bilingual Collectors are not required but preferred All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Are you seeking an opportunity to join a dynamic and innovative company dedicated to delivering a comprehensive range of safety identification products and services? Marking Services, Inc. (MSI) is a global leader in creating safety identification products such as pipe markers, valve tags, safety signs, and more for diverse industries worldwide. The primary responsibilities of the Customer Service Representative are to provide outstanding customer service, sales and administrative support to the Sales Team by processing orders, effectively resolving customer issues and supporting the Sales team as needed. Collaborates with Sales Team to understand and build lasting relationships with our customers. POSITION DUTIES AND RESPONSIBILITIES: Provides exemplary customer service-- including researching customer request to provide quotes, process orders, request layouts and files, and retrieves any additional information to complete orders. Upholds company standard by responding to customer's inquiry in a timely manner. Maintains understanding of MSI pricing, products, product usage and procedures. Provides product information to customers consistently emphasizing MSI's value proposition. Proactively communicates with customer to ensure all commitments and obligations for the customer are met and/or exceeded throughout the project/order and provides ongoing support to ensure that needs are met. Responsible for problem resolution that meets and exceeds customer expectations. Creates and maintains complete and accurate customer information, files, and layouts. Additional duties as assigned. KNOWLEDGE, SKILLS AND REQUIREMENTS: High School Diploma or GED and/or equivalent experience. Minimum of 2-3 years prior customer service experience. Strong demonstrated competence in proactive problem solving. Takes initiative and can handle multiple priorities at any given time. Proficient in MS office products. Solid Excel skills are preferred. Exhibit above average organizational skills, multitasking skills and can recognize and deal appropriately with priorities. PHYSICAL DEMANDS AND WORK ENVIRONMENT: There is little risk of injury. Work hours are generally during normal business hours and average 40 hours a week. May require some additional hours when production demand is at high levels. Equal Opportunity Employer, including Veterans and Individuals with Disabilities. At MSI, we offer competitive wages, a comprehensive benefits package, work-life balance, a stimulating work environment, and a casual dress code. Join our team of dedicated professionals who value teamwork, innovation, and personal growth. For more information on Marking Services Inc., please visit ****************

CSR/Intake Coordinator - Join Our Team at Independent Medical Equipment! Are you passionate about patient care and thrive in a fast-paced, detail-oriented environment? If you have a talent for managing client interactions and maintaining organized, efficient processes, this role is the perfect opportunity for you! At Independent Medical Equipment, we are seeking a CSR/Intake Coordinator to serve as a key liaison between our clients, referral partners, and internal teams. This position plays a vital role in ensuring that every patient receives the best possible service, from initial intake to follow-up support. Your expertise in customer service and healthcare coordination will help elevate the patient experience while ensuring operational excellence. Key Responsibilities: Intake Management: Efficiently process new client/patient referrals, gathering all required information in a professional, knowledgeable, and courteous manner. Client/Referral Communication: Serve as the first point of contact for new clients, patients, and referral sources, ensuring clear and compassionate communication. Record Maintenance: Establish and maintain accurate and complete client records, documenting all customer communications and ensuring the proper routing of information. Insurance Coordination: Collaborate with the billing department to verify insurance coverage for new and existing customers, ensuring accurate billing for all products and services. Customer Support: Provide ongoing support by responding to customer inquiries and resolving issues, maintaining a high level of service quality. Documentation and Compliance: Prepare Certificates of Medical Necessity (CMNs) and other necessary documentation, working closely with the billing team to ensure compliance with insurance and regulatory requirements. Housekeeping: Ensure that the office, showroom, and other areas are kept clean and organized to maintain a professional environment. Required Experience: 1+ Years of Experience: In a Durable Medical Equipment (DME) or customer service-related role in healthcare. Insurance Knowledge: Familiarity with insurance reimbursement processes and experience in health insurance billing. Customer Service Skills: Excellent interpersonal, communication, and organizational skills with the ability to multitask and prioritize in a fast-paced environment. Technical Skills: Proficient in the use of computers, including word processing, email, and internet, with strong attention to detail. Healthcare Knowledge: Understanding of the healthcare industry and the ability to recognize and direct information to appropriate healthcare providers. Physical Requirements: Ability to stand, walk, and sit for extended periods, and to communicate effectively in person and via phone. Must be able to lift and move items up to 20 pounds. Specific vision abilities including close vision, distance vision, and the ability to adjust focus. Position Overview: Job Title: CSR/Intake Coordinator Location: Tomball, TX. Company: Independent Medical Equipment Job Type: Full-time, M-F / 40 hours Compensation: Competitive salary Benefits: Health and dental coverage, 401K, and opportunities for ongoing education and professional development. Join Independent Medical Equipment in making a difference in patients' lives through exceptional customer service and care coordination. Apply today and become part of a supportive team dedicated to healthcare excellence

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Responsibilities - Serve as central point of contact for processing client requests - Coordinate between client, advisor, and additional support teams to execute & track against client requests - Support/data input for client prospecting - Schedule meetings between advisory team & clients - Input client and advisor requests into Salesforce, track completion - Retrieve and distribute client statements, tax documents, or other reports - Generate portfolio reports - Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner Requirements - Bachelor's degree from an accredited institution - Minimum of 3-5 years' experience - Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) - Customer service background preferred - Excellent verbal, written, analytical, and organizational skills - Ability to identify, meet and follow through with client needs and requests - Must be a goal-oriented team player with a ‘no job is beneath me' attitude - Community service driven and charitably minded - Able to work independently with minimal to no supervision - Enjoy being part of a team - Must be highly flexible and confidential with all client and firm matters Competencies - Detail orientation - Service orientation - Action orientation - Communication - Responsiveness - Follow-through Note: The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. #LI-Onsite

Announcing an exciting opportunity to join Aviation Retirement Strategies, LLC, a leading independent financial services firm, providing a total private wealth management approach for professional Pilots and the extended aviation community on a nationwide scale. Led by a former Professional Airline Pilot, we excel at addressing the unique needs of professional Pilots and their families via the custom solutions the private wealth management world has to offer. Given our subject matter expertise and experience, after 20+ years we are recognized as a leader in our space, which has amplified our growth. Our clients are affluent individuals, seeking individualized private wealth management with exceptional service custom-tailored to fit their needs. Our total wealth management approach includes Comprehensive Financial Planning, Investment Management and Consulting, Retirement Planning, Tax Strategies, Estate Planning, College Funding Plans, and Risk Management Strategies to include but not limited to Life, Disability and Long-Term Care insurance. We are a close team where everyone is debriefed on every client, to create a seamless client experience throughout. We have flexibility to look at a wide range of backgrounds and experience. If you are the type of person with unwavering client focus and can build rapport at any level, you could be a fit for us. Depending on your experience within Wealth Management/Financial Planning, the role could be entry level and initially focused on operational tasks and learning. For those with more experience in our industry and licensing, the role could quickly evolve from an associate to servicing a client set on your own. You are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Your primary goal is to ensure our culture where every client is the most important person in the world. You are a critical thinker and anticipate subsequent events, with an unwavering ability to figure things out, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. And if you have any exposure to aviation, that will help tremendously! Initial Responsibilities include but are not limited to: Facilitating exceptional service experience for clients Assisting in the preparation and follow up for client meetings Facilitating all daily client service activities, like opening accounts, money movement, service requests, etc. Proactively cultivating and expanding existing business client relationships through verbal and written communications Maintaining and updating tasks/processes as well as client files and notes in CRM Coordinating company events, workshops, and other programs Maintain administrative procedures and client files FINRA compliant Ensure that Advisor licensing is current for all aspects of business being conducted Requirements: Bachelor's degree in finance, marketing, business, or a related field highly preferred; will consider High School Diploma with more than 3 years of experience 1+ years of experience supporting a financial advisor or similar setting highly preferred; 3+ years of experience working directly with clients highly preferred, may consider transferable experience from other industries Good office manner and excellent written/oral communication skills are essential; the position requires the drafting of letters/emails and working with clients/prospects in person and over the phone The ideal candidate is an experienced, reliable individual with strong organizational skills, is able to prioritize and manage their work, multi-task, think on their feet and possess the flexibility to adapt to changing circumstances Ability to independently follow through on all tasks and projects-until they are completely resolved Ability to work under pressure and meet deadlines as workload demands Ability to handle client concerns effectively, courteously, and with compassion Ability to create/edit marketing material in Adobe Illustrator, Photoshop, Video editing, etc. a plus Strong knowledge of MS Office, especially Word, Excel, Powerpoint, and Outlook Knowledge of the Aviation Industry will also receive strong consideration as well as experience in the financial services and/or customer service industry Knowledge of compliance issues for FINRA and SEC a plus Able to accept responsibility for all areas of administration, including clerical and computer support functions Salary/Benefits: Salary will be commensurate with experience along with a bonus structure. Offices Located at Houston Intercontinental Airport. Submit resume and brief video or narrative as to why you think you would be a good candidate to join our team.

Responsible for analyst related duties including invoicing, rebates, revenue recognition, intracompany reconciliation, reporting and partnering with accounting for their assigned business unit. PRIMARY RESPONSIBILITIES Oversee billing related activities: customer billings, summary invoices and credit/debit memos. Review, investigate & resolve invoicing system blocks/errors. Generate manual invoices when needed and partner with Accounting to record correcting entries as needed. Review and update transfer pricing in SAP system. Support month-end closing activities related to customer service & pricing. Exchanges and Toll invoices for specific business. Maintain customer master data lists. Review tax charges on invoices for accuracy and make correcting adjustments. Enter and update customer rebate data info into SAP. Reconcile sales reports to the rebate module, accrue rebates, and calculate rebate payment requests and clear customer accounts for receivable. Partner with accounting to ensure that monthly rebate expense and rebate liability is accurate and ties to SAP. Review customer contracts for INCO terms and appropriate revenue recognition. Coordinate with CSRs to ensure customer master data is set up correctly. Coordinate with pricing coordinators to ensure pricing requests are set up correctly. Revenue recognition monitoring to ensure that revenue is recognized in the appropriate period and partner with accounting to record correcting entries as needed. Prepare Quarterly review presentations and monthly reports. Manage multiple deadlines and respond quickly to management requests. Ensure adherence to and effectiveness of internal controls in own areas of responsibility. Facilitate internal and external audit needs. Application of company policies, procedures and US GAAP requirements. Assist with planning input into planning weekly and daily reports. Assist with Month-end reconciliation of terminal and lease track inventories. Prepare and Maintain detailed desk procedures for respective areas of responsibility. Reconciling and balancing of exchanges and tolls and partner with Accounting to record correcting entries as needed. MINIMUM QUALIFICATIONS Candidate must have knowledge and experience related to customer billing process, and be detail oriented with focus on accuracy The candidate must have the ability to multi-task, meet tight deadlines, and perform self-review of work product for quality in a dynamic environment. Must be proficient with Microsoft Office including Excel. Knowledge of SAP and Salesforce preferred. Bachelor's Degree in Business Administration or other relevant degree with a minimum of two years of relevant experience is preferred. Prior finance or accounting related experience is preferred. Chemical industry experience is a plus.

Sr. CRM Specialist Katy, TX Bachelor's degree This role will be responsible for coordinating CRM specific initiatives, including loyalty, acquisition, retention, and development strategies, and will work cross-functionally to provide best-in-class CRM campaigns. Implement and execute marketing efforts for the retention programs, working cross-functionally with multiple teams (Digital Marketing, Brand, Creative, and eCommerce) Manage daily operations of the CRM program, including the marketing calendar, promotional planning, measurement/analytics and creative approvals. Maintain a strong consumer relationship by developing CRM activations that lead to incremental sales, increased retention, engagement, and loyalty. Develop a process to manage coupon offers, promotions, and touch points across customer segments Analyze and report on campaign results and identify new opportunities in support of the CRM Roadmap Work with CRM managers to develop and execute retention strategies and cross-channel consumer acquisition campaigns to meet CRM growth goals. Build and execute offer testing plans across CRM tactics Work Experiences: 2-4 years of database marketing or CRM experience in retail Proven track record of developing and managing CRM programs Experience working with a CDP or data warehouse, building audiences, and creating automated audiences Experience with ESP platforms

Job Title: Member Service Representative- Bank/ Credit Union Duration: 5 Months Job Type: Contract Work Type: Onsite Payrate: $22.00 - 25.00/hr. TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client Limited is an oilfield services company and has more than 140 nationalities working in more than 120 countries. This Client has four principal executive offices located in Paris, Houston, London, and The Hague. This Client is the world's largest offshore drilling company. Job Description: Position Purpose: Serve as a liaison between the member and the credit union. Provides account information, opens new accounts and handles member's daily credit union needs. This position requires the candidate to be service-oriented, detail-oriented, self-motivated, able to work with minimal supervision and be able to perform a variety of tasks in accordance with credit union procedures. Maintaining all member information in a secure manner is a must. Duties and Responsibilities: Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient and accurate service in the processing of transactions. Respond to member requests, concerns and questions as they are presented i.e. email, phone calls, walk-ins, member relationship software, call center tickets, etc. in a professional and timely manner. Assist members with their plastic card related issues including mailing cards, if necessary. Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership. Promote credit union products and services based on member's needs. Perform account maintenance on member accounts when requested, with proper documentation/authorization. May perform the following teller duties, as a Backup Teller: receive checks and cash for deposit, verifies amount, and examines checks for endorsements. This includes loan payments and processing credit card payments. Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with policies and procedures. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Promote and explain other credit union services as needed. Answer telephones; provide members with information as requested. Ensure propriety and confidentiality of members' information. Ensure compliance with policies and procedures, rules and regulations including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Controls. Other duties as assigned. Experience: Minimum 2 years of customer/member service with a financial institution; required Previous cash handling experience; required Fiserv/DNA core experience, a plus Knowledge, Skills and Abilities: Perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Strong oral and written communication skills; ability to speak and write clearly and effectively Capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public. Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Effectively handle multiple, simultaneous, and changing priorities. Capable of exercising highest level of discretion on both internal and external confidential matters. TekWissen Group is an equal opportunity employer supporting workforce diversity.

Our Customer Service Representatives are responsible for assisting potential borrowers and current customers with questions regarding loan products, evaluating vehicles, managing customer's loans and payments, daily communication with customers regarding their accounts and making courtesy calls when necessary. LoanStar Title Loans offers their employees: Competitive Salaries Paid Holiday Vacations Paid on the Job Training Full Time Positions- Monday to Friday 10am to 6pm with a rotating Saturday schedule of 9am to 3pm Best of all Never Work on Sundays! Job Requirements **Bilingual preferred** General: Must be Able to Work Full Time Great attitude Excellent Communication Skill Detail Oriented Education: Must have a High School Diploma Work Experience: Previous Customer Service Experience Computer and Data Entry Experience Personal: We pride ourselves in the service we provide to our customers, and we have high expectations for our Customer Service Representatives. We are looking for an individual that is motivated, honest, dependable, and most of all someone that is searching for an exceptional career opportunity . About Us: LoanStar Title Loans is one of America's most respected title loan companies. Loan Star Title Loans and its affiliated companies own and operate nearly 1,000 stores in more than twenty states nationwide. Since the day we opened in 1990, we have been committed to helping customers get the hassle-free cash they need. Our company's mission is to provide short-term loans to our customers using a process that is fast and hassle-free, terms that are straight-forward and transparent, and prices that are among the lowest in the industry. We do all this while providing you with the excellent customer service you deserve and the honesty and integrity that you would expect. Our Customer Service Representatives are the heart of our business. We are actively recruiting candidates that are looking for a career opportunity with our company. We value the relationships we have cultivated in the communities we serve and expect our employees to be an example of honesty and respect when dealing with them. We have a special approach to business and we only want candidates that can step up and work towards the exceptional customer service and image we represent. Must be able to pass a company background screening, including a credit, criminal and background check.

A leading investment management firm in Houston is seeking a Client Relations / Marketing Associate to join its growing team. This is a unique opportunity to work in a dynamic, high-performing environment supporting client service and marketing initiatives across the organization. Responsibilities: Act as a primary point of contact for institutional clients, delivering timely and professional communication. Coordinate meetings, investor presentations, conference attendance, and related logistics. Collaborate with senior team members to develop and refine marketing materials, pitchbooks, and client deliverables. Assist with the preparation of RFPs, RFIs, and due diligence questionnaires. Maintain and update CRM databases, distribution lists, and performance reporting cycles. Support the execution of digital and print marketing efforts, including website content, email campaigns, and event materials. Qualifications: 2-5 years of relevant experience in financial services, client service, or marketing. Strong communication and interpersonal skills, both written and verbal. Highly organized and detail-oriented, with the ability to manage multiple tasks and deadlines. Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel; experience with CRM systems is a plus. Demonstrated ability to work independently and within a team-oriented, fast-paced environment. Benefits: Competitive salary and comprehensive benefits package. Collaborative and professional culture with long-term career development opportunities. Exposure to high-level client interactions and strategic firm initiatives.

Job DescriptionDescription: Responsibilities Diagnoses HVAC system performance through observation, testing and setup as required by trade/position and type/size of equipment to include split systems, mini split systems, multizone, VRF, RTUS, WSHP, self-contained systems, CRAC units, scroll/reciprocating air cooled chillers, airside, AHUs and EFs. Performs disassembly and reassembly of large or small commercial or residential HVAC equipment to perform troubleshooting and planned maintenance as indicated in the service agreement. Preform physical activities including lifting, carrying, climbing ladders, and climbing stairs. Maintains equipment, tools, and inventory stock on service vehicle. Proficiently operates hand tools, power tools, gauges and measuring equipment. Create customer invoices and provide reports on equipment to the service manager, including documentation of make, model, serial number, and photos. Completes service contracts, quoted projects and demand service calls while maintaining profitability. Schedule service contract work. Develops long-term relationships with customers and explains work performed to the customer's satisfaction. Participates in technician on-call-stand-by rotation as dictated by business unit policies and procedures. Must be organized and maintain a tidy, neat appearance. Provide detailed service reports for the customer and the organization in a timely manner to allow for accurate invoicing and job cost tracking Communicate effectively with customers and team members to improve overall operations of the Service Department and promote better and stronger relationships with our customers. Work with other departments within DAC to complete work as needed. Work in collaboration with Account Managers to promote the sale of add-on work. Work with and/or manage subcontract work as needed. Perform all other duties as assigned. Frequent use of Microsoft tools such as Outlook, Excel, Word, Power Point, Teams, etc. Requirements: Mechanical Service Specialist Qualifications High School Diploma Required. EPA Universal Texas Registered Technician Must have a current Texas driver’s license and be able to work in the United States At least 2 years of commercial or industrial HVAC experience Experience in the construction environment preferred Excellent written and verbal communication Ability to work under pressure and manage completing priorities