Customer Support

• Plan and maintain work schedules and routes for technicians which ensure smooth day-to-day operations and maximized revenue
• Assign jobs based on skills, location, urgency, and availability
• Monitor job progress and provide real-time updates to customers and staff
• Adjust schedules as needed to resolve conflicts, delays, cancellations, and urgent requests
• Act as a central point of contact between clients, technicians, operations, other schedulers, sales, and management via constant phone calls, DMs, texts, emails, and internal notes
• Ensure compliance with service-level agreements and company standards

Scheduling and Customer Service Assistant

Bilingual Customer Service Representative, Wealth Advisor Services

Bilingual Customer Service Representative

Business Support Specialist

Vice President, Customer Experience

Bilingual Client Support Specialist – EN/FR