NewSales Representative - No Experience Required WHITTINGHAMSales Representative - No Experience RequiredWeirton, WV$70,000–$85,000 / yearThis role involves servicing an existing portfolio of 2,000 business clients, developing new relationships through referrals and leads, and leading a team to execute these tasks effectively. Requirements: Must possess a valid driver’s license and authorization to work in the U.S. Clean background check and reliable transportation required.45-day evaluation period before advancement opportunities.
Remote Sales Representative Reineke AgencyRemote Sales RepresentativeBeckley, WVRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Remote Client Services Representative LjhorizonsRemote Client Services RepresentativeHuntington, West VirginiaRemoteLJ Horizons is a client-focused service organization dedicated to providing personalized support and coordination for individuals, couples, and families. This role is ideal for organized individuals who enjoy supporting people, staying detail-oriented, and working through a structured process.
Remote Client Support Representative SawmilldcllcRemote Client Support RepresentativeCharleston, West VirginiaRemoteIn this fully remote role, you will serve as a key point of contact for travelers, providing support before, during, and after their trips to ensure a smooth and positive experience. This role is ideal for someone with strong customer service skills who enjoys helping others, staying organized, and working independently in a remote environment.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeWheeling, West VirginiaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) Looking for candidates who hold the below characteristics: Passionate.
Client Success Representative (Remote) Demand.comClient Success Representative (Remote)Charleston, WVRemoteWork with internal experts to deliver excellent campaign leads and ensure clients are happy. Time Management and Effective Prioritization skills to ensure efficient handling of tasks and responsibilities in a dynamic work environment.
Work From Home - Client Benefits Representative AO Garcia AgencyWork From Home - Client Benefits RepresentativeParkersburg, West VirginiaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Support & Benefits Representative Symmetry Financial GroupClient Support & Benefits RepresentativeCharleston, West VirginiaRemoteWe’re looking for licensed Life and Health Insurance Agents who thrive in a fast-paced environment, value teamwork and integrity, and bring a competitive—but supportive—mindset to everything they do. You’ll enjoy the flexibility of working remotely with hours that fit your life, while using modern tools, ongoing training, and a strong support system to stay at the top of your game.
Work From Home - Client Benefits Representative Global Elite Empire ConsultantsWork From Home - Client Benefits RepresentativeWheeling, West VirginiaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Work From Home - Bilingual Client Services Representative AO Garcia AgencyWork From Home - Bilingual Client Services RepresentativePrinceton, West VirginiaRemoteAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Preferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills• Leadership capabilities • Self-starter • Positive attitude • Growth mindset .
Work From Home - Bilingual Client Services Representative Global Elite Empire ConsultantsWork From Home - Bilingual Client Services RepresentativePrinceton, West VirginiaRemotePreferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills • Leadership capabilities • Self-starter • Positive attitude • Growth mindset What You Get: • 100% remote positions • Uncapped earning potential • Fast-track leadership opportunities *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. We are looking for goal-oriented individuals with leadership potential to join a rapidly growing company.
Client Care Representative Burke & Herbert BankClient Care RepresentativeMoorefield, WVSummary/Objective To communicate effectively with customers via digital communication channels (chat or email), and to provide timely solutions to customer inquiries received via the Bank's online banking system. To provide excellent customer service and respond to customer inquiries and requests for account information and product/service offerings.
Client Service Representative National Veterinary AssociatesClient Service Representativewestover, WVCompletes client check-ins and check-outs, preparing all required forms such as in-house patient and client forms, health certificates, euthanasia forms, vaccination certificates, handouts, rabies tags and certificates, consent and release forms, pre-surgery instruction sheets, etc. Follows established policies and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in hospital procedures, and other services that require the doctors and technicians' time.
Customer Service Representative Contact Government Services LLCCustomer Service RepresentativeCharleston, WVRemoteFor the past seven years weve been growing our government-contracting portfolio and along the way weve created valuable partnerships by demonstrating a commitment to honesty professionalism and quality work. Here at CGS we value honesty through hard work and self-awareness professionalism in all we do and to deliver the best quality to our consumers mending those relations for years to come.
["Customer Service Representative 11AM-7PM EST","Customer Service Representative 11AM-7PM EST"] Interpool, Inc. dba Trac Intermodal's["Customer Service Representative 11AM-7PM EST","Customer Service Representative 11AM-7PM EST"]PrincetonMaintain proficiency in TRAC systems, including: event and billing management systems, online bare chassis reservation system, reporting and training hubs, customer registration portals, Bill Management portal, internal and corporate websites, Salesforce, Cisco phone system, third party terminal operating systems. The CSR I role includes high-volume daily interactions with customers via phone and email to facilitate bookings of equipment and resolve inquiries and issues related to chassis usage quickly, effectively and completely.
Customer Service Representative - State Farm Agent Team Member Wade Walters - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberNitro, WVFull timeAs a Customer Service Representative - State Farm Agent Team Member with Wade Walters - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
Production Assistant / Customer Service Representative SpecialtyProduction Assistant / Customer Service RepresentativeShepherdstown, West Virginia$18–$20 / hourResponsibilities include, but are not limited to, assisting in creation of promotional print materials from conception to post production, modification of existing designs in Adobe Creative Suite, print production using EFI Fiery Impose, finishing and packaging, as well as other projects assigned. We are looking for a dedicated print production assistant and customer service representative with great communication skills who loves working with people.
Customer Service Representative - (Teller) First National Bank of WilliamsonCustomer Service Representative - (Teller)Williamson, WVFull timeIn addition to handling daily cash transactions, the Teller fosters positive customer relationships by answering questions, addressing concerns, and identifying opportunities to promote the bank’s products and services. Headquartered in Williamson, WV, we blend the tradition of a Hometown Community Bank with the convenience of modern services to help our clients take control of their finances.
Customer Service Representative - State Farm Agent Team Member Jodie Parrack - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberElkins, WVFull timeThe ideal candidate will serve as the first point of contact for clients and visitors, providing exceptional customer service and support in a fast-paced office environment. · Provide clients with assistance regarding inquiries, payment processing, billing concerns, and other office-related matters.
NewFull-Time Customer Service Representative (Urgently Hiring) MCI CareersFull-Time Customer Service Representative (Urgently Hiring)West VirginiaFull timeMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
["Customer Service Representative 11AM-7PM EST","Customer Service Representative 11AM-7PM EST"] TRAC Intermodal["Customer Service Representative 11AM-7PM EST","Customer Service Representative 11AM-7PM EST"]PrincetonMaintain proficiency in TRAC systems, including: event and billing management systems, online bare chassis reservation system, reporting and training hubs, customer registration portals, Bill Management portal, internal and corporate websites, Salesforce, Cisco phone system, third party terminal operating systems. The CSR I role includes high-volume daily interactions with customers via phone and email to facilitate bookings of equipment and resolve inquiries and issues related to chassis usage quickly, effectively and completely.
Customer Service Representative NMC IronMountain SolutionsCustomer Service Representative NMCMartinsburg, West VirginiaRemoteThe Contact Center Specialist provides direct telephone, email, and chat-based support to members of the Merchant Mariner community, members of the public, and other concerned parties, on the Merchant Mariner credentialing process as administered by the United States Coast Guard National Maritime Center. The position requires the candidate to quickly develop an understanding of the laws, regulations, policies, and processes involved in the Merchant Mariner credentialing process, and relies on the candidate’s strong customer service and communication skills, both orally and in writing.
Customer Service Representative City National Bank of West VirginiaCustomer Service RepresentativeWVAs one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
Customer Service Representative - PT - Ripley City National Bank of West VirginiaCustomer Service Representative - PT - RipleyRipley, WVAs one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
Customer Service Representative - FT - Ripley City National Bank of West VirginiaCustomer Service Representative - FT - RipleyRipley, WVAs one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
Customer Service Representative - PT - Berkeley Springs City National Bank of West VirginiaCustomer Service Representative - PT - Berkeley SpringsBerkeley Springs, WVAs one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
["Customer Service Representative","Customer Service Representative"] U Haul["Customer Service Representative","Customer Service Representative"]HuntingtonThe states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. Physical Demands: The work requires some physical exertion such as long periods of remaining stationary, moving around indoors and outdoors, positioning oneself to reach objects at varying heights and moving equipment weighing a minimum of 50 lbs.
Customer Service Representative (Remote) HealthPlanOne LLCCustomer Service Representative (Remote)WVRemoteThis role requires excellent communication skills, a customer-focused attitude, and the ability to navigate complex situations with empathy and professionalism. Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment with constant noise and fluorescent overhead lighting.
Customer Service Representative - State Farm Agent Team Member Carl Andrick - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberBridgeport, WVFull timeAs a Customer Service Representative - State Farm Agent Team Member with Carl Andrick - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
Customer Service Representative - State Farm Agent Team Member Rob Johnson - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberClarksburg, WVFull timeIn this role, you will focus on resolving customer inquiries, assisting with policy-related needs, coordinating with agency team members, and ensuring the community members you serve receive timely and accurate assistance. We believe that a strong, supportive workplace leads to success, which is why we invest in our team’s well-being through monthly employer-paid lunches and quarterly team-building events, such as bowling nights or dinners.
Customer Service Representative - State Farm Agent Team Member Kasey Crafts - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberCharles Town, WVPart timeAs a Customer Service Representative - State Farm Agent Team Member with Kasey Crafts - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
["Customer Service Representative- Pea Ridge","Customer Service Representative- Pea Ridge"] City National Bank["Customer Service Representative- Pea Ridge","Customer Service Representative- Pea Ridge"]HuntingtonAs one of the leading banks in the region, we pride ourselveson providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Responsibilities: Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
Customer Service Representative Lead - Elm Grove WesBanco IncCustomer Service Representative Lead - Elm GroveWheeling, WVPromotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the CSR staff receives proper coaching and training to identify referral opportunity. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank''s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
["Customer Service Representative - Float - Administration CHA","Customer Service Representative - Float - Administration CHA"] WesBanco Bank["Customer Service Representative - Float - Administration CHA","Customer Service Representative - Float - Administration CHA"]HuntingtonAs the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
Customer Service Representative - Market Street WesBanco IncCustomer Service Representative - Market StreetParkersburg, WVAs the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Customer Service Representative - Float - Administration CHA WesBanco IncCustomer Service Representative - Float - Administration CHABarboursville, WVAs the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Customer Service Representative - Wellsburg WesBanco IncCustomer Service Representative - WellsburgWellsburg, WVAs the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Customer Service Representative FASTSIGNSCustomer Service RepresentativeBeckley, West Virginia$24,000–$50,000 / yearAt FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center.
201 - WestRidge - Customer Service Representative First United Corporation201 - WestRidge - Customer Service RepresentativeWestover, WVSkill(s): Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills sufficient to provide guidance and training to other Customer Service Representatives; ability to lift approximately fifty (50) lbs. Refers customers requiring loan or deposit account servicing, inquiries about bank products and services or opening new accounts to the branch Relationship Advisor, Community Office Manager or appropriate business line specialist.
REMOTE Customer Service Representative - Entry-Level Globe Life AIL - Lisa RusselREMOTE Customer Service Representative - Entry-LevelParkersburg, WVRemoteFull timeWe’re growing our fully remote team and seeking driven, people-focused professionals who want the freedom to work from anywhere while making a real impact. As a Virtual Insurance Specialist , you’ll act as a trusted resource for clients—helping them make informed decisions while building lasting relationships.
Bilingual Customer Service Representative IBEX Holdings LtdBilingual Customer Service RepresentativeCharleston, WVArkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Michigan, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin, and Wyoming. About the role: Bilingual Customer Service Representatives will be working directly with the customer to answer general inquiries, address concerns, and assist with requests about products and services across multiple lines of business.
["Customer Service Representative - Huntington Main","Customer Service Representative - Huntington Main"] WesBanco Bank["Customer Service Representative - Huntington Main","Customer Service Representative - Huntington Main"]HuntingtonAs the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Technical Support Representative Citynet, LLCTechnical Support RepresentativeBridgeport, WVGlobal Email Management: Actively monitor shared team inboxes, reviewing incoming messages to delegate tasks, open new support cases, and interact directly with customers to resolve their requests. Shared Workspace Upkeep: Contribute to a clean, welcoming office environment by assisting with shared workspace and kitchen upkeep (wiping counters, managing the coffee station, loading/unloading the dishwasher, and light vacuuming).
Sales And Service Representative United Bank, Inc.Sales And Service RepresentativeCharles Town, WVThe Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required.
NewCustomer Service Support Representative - Specimen Management (Onsite) LabcorpCustomer Service Support Representative - Specimen Management (Onsite)West VirginiaAs we shape the future of healthcare, we are leveraging advanced technologies, intelligent digital solutions and data-driven innovation across our operations to enhance how work gets done and deliver greater value to customers and patients. Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improve outcomes.
Customer Service Support Representative - Specimen Management Labcorp Holdings IncCustomer Service Support Representative - Specimen ManagementSouth Charleston, WVIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance.
Customer Service Representative U-HaulCustomer Service RepresentativeHuntington, WVPhysical Demands: The work requires some physical exertion such as long periods of remaining stationary, moving around indoors and outdoors, positioning oneself to reach objects at varying heights and moving equipment weighing a minimum of 50 lbs. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring that customers get all the help they need on their journeys by inspecting and maintaining equipment.
NewFull Time Customer Service Representative (Urgently Hiring) MCI LCFull Time Customer Service Representative (Urgently Hiring)WVRemoteMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
NewFull-Time Customer Service Representative (Urgently Hiring) MCIFull-Time Customer Service Representative (Urgently Hiring)UNAVAILABLE, WVRemoteMCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Commercial Client Specialist I Truist Financial CorporationCommercial Client Specialist IMorgantown, WV$57,880–$106,730 / yearAssist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate.