Customer Service Representative (CSR) - discover virtual agency

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client’s relationship across Citizens. • Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships., • Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence, • Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales, • Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate “Why Citizens” through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client’s needs to potential Citizens’ solutions., • Build a comprehensive client profile, including documentation of client’s short- and long-term goals, the client’s current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool, • Transition prospects seamlessly from initial outreach to warm leads for partners, • Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals., • Expand and maintain relationships with internal business partners., • Excellent written and verbal communication skills, • Experience in proactive outbound sales prospecting, • Excellent time management and organizational skills, • Ability to work in a collaborative team environment, • Business development experience with a proven track record of identifying and transitioning high quality introductions, • Relevant financial services experience preferred., • Familiarity with consumer lending solutions., • Familiarity with sales of banking products and services required., • Experience with investment product referrals and sales preferred., • High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success), • Required Licenses: SIE, Series 7 and Series 66 licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. The salary range for this position is $98,000 - $115,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ___ Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

This role requires the ability to work lawfully in the U.Do you excel at building trusted partnerships with healthcare organizations to deliver impactful technology solutions? Spectrum is looking for a Vertical Account Executive, Healthcare to consult with new and small-to-medium healthcare provi

This role requires the ability to work lawfully in the U.Do you excel at building trusted partnerships with healthcare organizations to deliver impactful technology solutions? Spectrum is looking for a Vertical Account Executive, Healthcare to consult with new and small-to-medium healthcare provi

Job DescriptionCompany Description About NYPCC New York Psychotherapy and Counseling Center (NYPCC) is New York State’s largest community mental health clinic, serving more than 15,000 clients each month through accessible in-person and telehealth services. With over 50 years of experience, we remain deeply committed to clinical excellence and meaningful care for the communities we serve. In 2025, NYPCC was recognized by City & State as both a Top Place to Work and a Top Mental Health Care Provider in New York, and we are proud to hold Mental Health America’s Platinum Bell Seal. These honors reflect our mission-driven culture and our strong emphasis on employee well-being, professional growth, and lasting impact. Why Work at NYPCC: • We Pay Down Your Student Loans!, • Medical, Dental, and Vision Insurance is Paid for by NYPCC 100%, • Paid Time Off and Company Paid Holidays, • Annual Rate Increases, • 403B Retirement Plan with Match!, • Continuing Education Opportunities Available, • Professional Development through NYPCC Academy, • Amazing Workplace CultureJob Description, • Answer all inbound calls with professionalism and customer service framework communication., • Following up with all inbound calls by finding a resolution, documenting/relaying messages, and/or handling soft transfers as needed, • Assist with appointment scheduling related calls, follow up on missed appointments and confirmation calls (outbound calls), • Triage all calls & callers to determine if it is a request/inquiry, complaint or grievance, to escalate, resolve and conduct service recovery., • Identify and escalate emergency distress and/or client safety concerns calls to Senior Clerical for guidance or further escalation to management and/or clinical supervisors., • Document and complete Call Center Form for data call log. Fulfill surveys/reports issued by Call Center Supervisor as needed., • Complete Call Center task assignments provided by management team, • Maintain consistency with achieving daily/weekly phone operations and performance metrics and goals., • Maintain confidentiality and always comply to HIPAA regulations., • Assist with intake calls for case management as needed for coverage and staff call outs., • Provide support to the clinical team and chart maintenance as needed., • Perform other duties and tasks as assigned by Senior Clerical Team, • Perform other related duties and tasks as assigned by the Call Center Supervisor.Qualifications, • Must be fully Bilingual in English and Spanish, • Must have 1 to 2 years of Call Center Representative experience in a fast paced office, preferably in medical or community mental health office, is required., • High School Diploma or equivalent is required, • Must be proficient in MS Office (Outlook, Word, and Excel), • Must have the ability to learn new software, • Possesses the personality and demeanor to work with difficult clients, • Must be detail-oriented and have the ability to multi-task, • Must be a team player, • Thrives under pressure in an outpatient client environment, • 1 form of picture ID (non-expired), • Unexpired passport: OR, • Driver’s License AND Social Security Card; OR, • State ID Card AND Social Security Card Additional Information • This is a FULLY REMOTE POSITION, • Schedule Options:, • Tues-Sat, • Sun-Thurs, • Must be willing and able to travel to Bronx clinic for a 30 day onsite in person training period before transitioning into fully remote., • MUST LIVE IN THE TRI-STATE AREA, • The ideal candidate for this position possesses a personal presence characterized by a sense of honesty, integrity, and care with the ability to inspire and motivate others to promote the mission, vision, goals, and values NYPCC, • Has the ability to self-care and cope with mental and emotional stress related to the position, function independently, have flexibility, consistency, and professionalism. Compensation commensurate with experience and qualifications. NYPCC is a fast-paced, energetic, dynamic environment that employs people with a passion for our mission. NYPCC is an Equal Opportunity Employer All your information will be kept confidential according to EEO guidelines. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule Responsibilities • Receive inbound calls and place outbound calls, • Identify the reason for the customers call, collect relevant information, • Refer to premade scripts for a variety of customer service topics, • Create appointments.Qualifications, • Excellent phone and verbal communication skills, • Understanding of active listening techniques, • Ability to work well under pressure, • Highly organized with the ability to prioritize projects and manage time effectively