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IT Specialist, IBM Corporation, Armonk, NY and various unanticipated client sites throughout the US: Perform software development, full-cycle software support, database (design, optimization, maintenance). Develop applications to support data capturing, processing and archive. Enhance the existing clients processes to provide flexibility to serve their customers by managing their assets. Application management, groundwork development for new projects with particularly strong ability in determining which new technologies can appropriately be utilized to streamline data management. Validate the technical feasibility of software and hardware solutions to meet the client's needs and service level agreements. Use development skills in the areas of development, requirements gathering, defect resolution and management. In addition to management and development of applications, perform disaster recovery, deployment, security and performance. Use Microsoft.NET C# language to validate and apply standardization techniques to the data files while continuing the compressed state of the data to minimize space requirements. Review and improve other applications designs to reduce response time in generating multiple reports. Develop and implement testing and debugging methods to improve overall stability and performance of the software. Design, develop and manage several standalone and multi-tier applications for client usage in the energy &amp; utility industry. Provide support to the in-house, web and custom applications. Utilize C#, SQL Server, Windows Application, MVC, Web programming, .Net framework, Asp.net, Web Automation tools, and C# Language. Required: Master's degree or equivalent in Computer Science, Engineering or related (employer will accept a Bachelor's degree plus five (5) years of progressive experience in lieu of a Master's degree) and one (1) year of experience as a Software Engineer or related. One (1) year of experience must include utilizing C#, SQL Server, Windows Application, MVC, Web programming, .Net framework, Asp.net, Web Automation tools, and C# Language. $179,982 to $194,900 per year. Please send resumes to <a href="mailto:recruitad@us.ibm.com" target="_blank">recruitad@us.ibm.com</a>. Applicants must reference H15F in the subject line.

IT Specialist

<h3>Job Description</h3>
Job Description
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Client Service Specialist opportunity with a national provider of custom, sustainable solutions across the waste, recycling, and compliance services industry. This company is a great place to work if you're looking for a fast-paced, purpose-driven environment with opportunities to build meaningful client relationships and grow your career. &nbsp; The Client&nbsp;Service Specialist is responsible for the specific duties listed below.
**This is a Contract role for 3 months. Fully Remote**
 Your specific duties will include:
<ul>
<li>Engage regularly with dedicated groups of clients and vendors to address their needs and inquiries</li>
<li>Handle overflow calls to support the assigned line of business</li>
<li>Log into the CRM system daily to manage and prioritize the system queue according to standard operating procedures</li>
<li>Follow up on outstanding issues and escalations promptly to ensure satisfactory resolution</li>
<li>Dispatch service requests and track them through to completion</li>
<li>Communicate extensively via email and phone with clients and vendors, including corporate-level contacts</li>
<li>Issue purchase orders (P.O.s) and calculate additional charges as necessary</li>
<li>Apply pricing knowledge to perform simple to moderate pricing analyses</li>
<li>Research and troubleshoot issues using available resources before escalating to management</li>
</ul>
Specific qualifications for the&nbsp;position include:&nbsp;
<ul>
<li>Prior experience in a client-facing or professional call center environment.&nbsp;</li>
<li>Excellent written and verbal communication skills with a clear and professional tone.</li>
<li>Strong customer service orientation and relationship-building skills.</li>
<li>Proficiency with CRM systems and ability to manage multiple priorities in a fast-paced setting.&nbsp;</li>
</ul>
Pay Rate Range:&nbsp; $19.00 per hour Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO &amp; Pay Transparency statement, please visit <a href="http://www.workway.com/EEO" target="_blank">http://www.workway.com/EEO</a>. To receive state and federal compliance posters, e-mail&nbsp;<a href="mailto:hr@workway.com" target="_blank">hr@workway.com</a> or call 972.514.1515.
Company DescriptionWorkway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity. 
<h3>Company Description</h3>
Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.

Client Services Specialist

<h3>Job Description</h3>
Job Description
BCforward is hiring a highly motivated&nbsp;Client Services Specialist in Tempe AZ
Job Title:&nbsp;Client Solutions Specialist Duration:&nbsp;6 Months (Possibility for Extension) Start date:&nbsp;8/4/25&nbsp;End Date&nbsp;End of Mach Work Schedule:&nbsp;First 5 weeks are on-site! Then it will move to a 4-day-a-week onsite, 1-day remote schedule. Pay Rate:&nbsp;$22.00/HR Make sure they don’t have any scheduled vacations within the first 5 weeks of training (mid-August- mid-October)
Overview and Key Requirements:
Strong Communication Skills:&nbsp;Must have excellent verbal communication skills as this is a client-facing role.
Client-Facing Experience:&nbsp;Previous experience in customer support or a similar client-facing position is required.
Job Tenure:&nbsp;Applicants should have a solid and stable work history, with good tenure in their previous roles.
ADP Benefits Administration Training:&nbsp;Candidates will be trained in ADP Benefits Administration. No prior experience in Benefits Administration is necessary.
Preferred Background:&nbsp;Candidates from retail backgrounds (e.g., Starbucks, Walmart, Target) are preferred but not mandatory.
Recent Graduates:&nbsp;Recently graduated candidates with some internship experience are welcome to apply.
Client-Facing Experience:&nbsp;Anyone with client-facing experience will be considered, even if they don’t meet all of the above criteria.
Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer. 
<h3>Company Description</h3>
About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

<h3>Job Description</h3>
Job Description
Bcforward is hiring highly motivated&nbsp;Client Solutions Specialist in&nbsp;Maitland, FL
Job Title:&nbsp;Client Solutions Specialist Duration:&nbsp;6 Months (Possibility for Extension) Start date:&nbsp;8/4/25&nbsp;End Date&nbsp;End of Mach Work Schedule:&nbsp;Maitland, FL ,First 5 weeks are on-site! Then it will move to a 4-day-a-week onsite, 1-day remote schedule. Pay Rate:&nbsp;$22.00/hour Make sure you&nbsp;don’t have any scheduled vacations within the first 5 weeks of training (mid-August- mid-October)
Overview and Key Requirements:
Strong Communication Skills:&nbsp;Must have excellent verbal communication skills as this is a client-facing role.
Client-Facing Experience:&nbsp;Previous experience in customer support or a similar client-facing position is required.
Job Tenure:&nbsp;Applicants should have a solid and stable work history, with good tenure in their previous roles.
ADP Benefits Administration Training:&nbsp;Candidates will be trained in ADP Benefits Administration. No prior experience in Benefits Administration is necessary.
Preferred Background:&nbsp;Candidates from retail backgrounds (e.g., Starbucks, Walmart, Target) are preferred but not mandatory.
Recent Graduates:&nbsp;Recently graduated candidates with some internship experience are welcome to apply.
Client-Facing Experience:&nbsp;Anyone with client-facing experience will be considered, even if they don’t meet all of the above criteria.
Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer. 
<h3>Company Description</h3>
About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary
The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions.
Responsibilities
Transaction and Deposit Services
<ul>
<li>Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks (I, II)</li>
<li>Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes (I, II)</li>
<li>Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault, coin and dual control responsibilities for vault buys / sells and ATM / armored truck shipments (I, II)</li>
<li>Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota (II)</li>
<li>Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC (I, II)</li>
<li>Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards (I, II)</li>
<li>Image and rescan over-the-counter transactions in ImageCentre software (I, II) </li>
<li>Review BSA reports and create detailed notes regarding pertinent findings (II)</li>
<li>Scan and index documents via FDM Scanning (II)</li>
</ul>
Customer Service
<ul>
<li>Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail communication (I, II)</li>
<li>Perform unique Premier Experiences aimed to enhance / build community / customer relations (I, II)</li>
<li>Attend Customer Experience (CX) Meetings and Core Value Celebration Calls (I, II)</li>
</ul>
Sales
<ul>
<li>Maintain a working knowledge of Choice Bank’s systems, products, services, policies and procedures to recommend products or services to customers that will benefit them. Includes referrals to operating units such as insurance, wealth, mortgage and leasing (I, II)</li>
</ul>
Other
<ul>
<li>Maintain lobby appearance and assist in arranging pick up service for couriers (I, II)</li>
<li>Order customer supplies such as checks, deposit slips and endorsement stamps through Deluxe (I, II)</li>
<li>Maintain complete confidentiality with regards to customer accounts, loans and bank relationships (I, II)</li>
<li>Assist with completing special projects and assignments as directed by department leadership (I, II)</li>
<li>Perform duties outside normal scope as assigned (I, II)</li>
</ul>
System Support
<ul>
<li>Maintains a working knowledge of FIS Core, HORIZON Teller Software, ImageCentre and FDM Scanning (I, II)</li>
<li>Maintains a working knowledge of third-party vendor systems / software / websites (I, II)</li>
</ul>
Requirements:
Qualifications
<ul>
<li>0 to 1 years of relevant experience </li>
<li>Highschool Diploma</li>
<li>Acts as a team player with excellent interpersonal skills and develops partnerships. </li>
<li>Takes initiative by proactively identifying what needs to be done and acts</li>
<li>Communicates effectively with excellent written and oral communication skills</li>
<li>Exhibits problem-solving, analytical thinking, and decision-making skills</li>
<li>Proficient computer skills including Microsoft Office (Word, Excel, Access)</li>
<li>Must work in an efficient, systematic way</li>
<li>Must display consistency, thoroughness, attention to detail, and strong organizational skills</li>
</ul>
Cultural Alignment
Choice is #PeopleFirst, banking second. 
People don’t need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
<ul>
<li>Embrace change and encourage innovation.</li>
<li>Know when to ask for help and know when to offer help.</li>
<li>Better the places we live.</li>
<li>Work hard. Do the right thing. Have a little fun.</li>
</ul>
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
 
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. 
 
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.

<h3>Job Description</h3>
Job Description
Description
Point of contact between the company and their clients and resolving any issues that may arise. The responsibility is to research, document and retrieve information needed by collectors and clients to facilitate the timely collection process. 
1. Research and retrieve information from clients, insurance companies or debtors needed to facilitate payment.
2. Data entry regarding response and status of information requested.
3. Prepares and researches payment requests.
4. Checks emails on regular basis for information or directives and response to emails in timely matter.
Pay and Benefits
The pay range for this position is $16.00 - $16.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
 • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Charlotte,NC.
Application Deadline
This position is anticipated to close on Jun 26, 2025.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job DescriptionWe are looking for a Client Services Specialist to join our team in Hartland, Wisconsin. In this Contract-to-ongoing position, you will play a key role in ensuring seamless communication between internal teams and external vendors to support production needs. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional attention to detail, organizational skills, and a strong commitment to customer satisfaction. Responsibilities: • Collaborate with internal teams to identify printing requirements and communicate these needs to external printing vendors, ensuring accurate coordination of schedules and project execution. • Work closely with both internal teams and vendors to review and confirm production plans, ensuring all details are aligned. • Prepare detailed job layouts and purchase orders to support clear and efficient production processes. • Manage the internal job approval workflow, ensuring all necessary sign-offs are obtained in a timely manner. • Engage with multiple departments and partners to follow up on project progress, maintaining transparency and high standards of detail. • Oversee production processes by organizing and maintaining clear records of operational statuses to ensure easy retrieval and updates. • Acquire a thorough understanding of internal software systems related to promotional and print products. • Monitor and review multiple reports to track project timelines and ensure the on-time completion of production jobs.• Minimum of 2 years of relevant experience in customer service, order entry, or a related field. • Proficiency in data entry and email correspondence, with a strong attention to detail. • Excellent organizational and time-management skills to handle multiple tasks and deadlines. • Strong communication abilities to effectively coordinate with internal teams and external vendors. • Ability to quickly learn and navigate internal software systems. • Familiarity with print production or promotional product processes is a plus. • Demonstrated ability to maintain accuracy and thoroughness in a fast-paced environment.

<h3>Job Description</h3>
Job Description
Description
A Client Liaison is a professional who acts as a point of contact between the company and their clients and resolving any issues that may arise. The responsibility is to research, document and retrieve information needed by collectors and clients to facilitate the timely collection process. 
1. Research and retrieve information from clients, insurance companies or debtors needed to facilitate payment.
2. Data entry regarding response and status of information requested.
3. Prepares and researches payment requests.
4. Checks emails on regular basis for information or directives and response to emails in timely matter.
5. Provides answers to customer inquiries: a balance, cancelled clients, holds…
6. Verifies, confirms and responds to credit disputes.
Pay and Benefits
The pay range for this position is $16.00 - $16.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
 • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Charlotte,NC.
Application Deadline
This position is anticipated to close on Jun 17, 2025.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job Description
Tier I – Financial Services Representative
Pay: $20–$23/hr (Based on Experience)
Location: Hybrid/Coppell, TX – Must reside in the Dallas/Fort Worth area
Schedule: Monday–Friday | 8-hour shift between 7:00 AM–6:30 PM | Overtime may be required

Overview
Join a fintech leader turning tax solutions into financial opportunity. Our client sits at the intersection of tax prep and financial planning, building innovative platforms for customers and advisors alike. This is a non-sales, customer-focused role supporting financial advisors with operational and platform needs.

What You’ll Do
<ul>
<li>Answer inbound calls from financial advisors and assist with basic inquiries</li>
<li>Review and process client documentation</li>
<li>Perform data entry for new account setups and account changes</li>
<li>Route requests outside your scope to the appropriate departments</li>
<li>Deliver friendly, timely, and accurate customer service</li>
<li>Help generate paperwork and provide advisor support for campaigns</li>
<li>Work in a structured call center environment and meet punctuality standards</li>
</ul>

What You’ll Bring
<ul>
<li>1–2 years of call center or customer service experience</li>
<li>Background in financial services (banking, insurance, or similar) preferred</li>
<li>Strong attention to detail and organizational skills</li>
<li>Comfortable navigating multiple computer systems</li>
<li>Excellent verbal communication skills</li>
<li>Bachelor’s degree preferred, but not required</li>
</ul>
Application Requirements
<ul>
<li>Background check</li>
<li>Fingerprinting</li>
<li>Professional references</li>
<li>Phone interview</li>
</ul>
LEGAL NOTICE
 By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: <a href="https://www.cornerstonestaffing.com/privacy" target="_blank">https://www.cornerstonestaffing.com/privacy</a>
Company DescriptionCornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith. CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity! 
<h3>Company Description</h3>
CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.\r\n\r\nCornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

<h3>Job Description</h3>
Job DescriptionDescription:Position Summary: 
The Client Services Specialist I is responsible for supporting Quest CE’s TPA Team by performing a range of administrative and customer service functions. This role plays a key part in seminar setup, materials coordination, credit processing, and database management, ensuring a high standard of service to clients and compliance with regulatory requirements.
 
Company Overview
Join the forefront of regulatory technology innovation at Quest CE, where we specialize in simplifying state and federal compliance for C-level leaders in the financial services sector, including broker-dealers and investment advisory firms regulated by FINRA and the SEC.
 
Why Quest CE? We're not just keeping pace with industry evolution; we're setting the standard. If you thrive in dynamic environments driven by innovation, this is your opportunity to lead the charge.
Quest CE is located on the western edge of Milwaukee, providing the benefits of a city environment without the parking problems associated with a downtown firm. Parking is free, as are the snacks, coffee, and soda available to our team every day. We enjoy a casual work environment while working with top technology systems.
We are proud to be nationally and locally recognized as one of the “Best and Brightest Companies to Work For”. Our inviting culture fosters collaboration, innovation, and motivates team members to take on important work, every day. We also offer great benefits including medical, dental, and vision insurance, Health Savings Account, 401K, career growth and professional development opportunities, tuition reimbursement, sustainable work-life balance and flexibility. Our recently renovated office location offers a casual-dress workplace, complimentary snacks and drinks, a ping pong table, free onsite gym access and more.
Join the forefront of regulatory technology innovation at Quest CE, where we specialize in simplifying state and federal compliance for C-level leaders in the financial services sector, including broker-dealers and investment advisory firms regulated by FINRA and the SEC.
 
 Key Responsibilities:
<ul>
<li>Seminar Setup &amp; Processing:
<ul>
<li>Process seminar setup requests via QuestTrak and notify states of course offerings.</li>
<li>Communicate any issues related to setup requests to management.</li>
<li>Assist with the processing of client-specific seminar requests and instructor communications. </li>
</ul>
</li>
<li>Materials Management:
<ul>
<li>Prepare materials for client seminars, including auditing all content for accuracy and compliance.</li>
<li>Coordinate FedEx shipments and ensure timely delivery.</li>
<li>Notify management of any discrepancies in materials requests. </li>
</ul>
</li>
<li>Course Completion &amp; Rostering:
<ul>
<li>Enter course completions into QuestTrak and submit rosters to State Departments of Insurance (DOIs) and Designation Boards within mandated timelines.</li>
<li>Correct errors from roster submission reports as needed.</li>
<li>Follow up with instructors to obtain missing attendance sheets via daily and weekly emails. </li>
</ul>
</li>
<li>Client &amp; Instructor Support:
<ul>
<li>Provide telephone, email, and live chat support to instructors and clients.</li>
<li>Answer inquiries related to seminar setup, CE credits, certificates of completion, enrollment, and voucher card redemptions. </li>
</ul>
</li>
<li>Database &amp; Record Management
<ul>
<li>Perform accurate data entry in QuestTrak and client databases.</li>
<li>Maintain and audit team files for accuracy and compliance.</li>
<li>Track receipt of attendance rosters and report discrepancies to management. </li>
</ul>
</li>
<li>Other Duties:
<ul>
<li>Serve as back-up contact for client and instructor questions.</li>
<li>Assist with other administrative or support tasks as assigned.</li>
</ul>
</li>
</ul>
Requirements:
Qualifications:
<ul>
<li>Minimum of 3 years of administrative and operational support experience, preferably in insurance or financial services</li>
<li>Strong working knowledge of Microsoft Office Suite (especially Outlook and Word) and internet-based research</li>
<li>High attention to detail and commitment to producing accurate, high-quality work</li>
<li>Ability to manage confidential information with discretion</li>
<li>Strong written and verbal communication skills, with a professional and courteous demeanor</li>
<li>Ability to prioritize multiple projects, meet deadlines, and work independently</li>
<li>Familiarity with using custom databases; QuestTrak experience is a plus</li>
<li>Willingness to work flexible hours as needed</li>
<li>Strong customer service orientation—friendly, responsive, and solution-focused</li>
</ul>

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