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Intermediate Representative Jobs in New York (NOW HIRING)

Position Description As an Intermediate Architect at Arquitectonica, you will work on a variety of ... Include your resume, references and representative samples of your work. We encourage applications ...

Position Description As an Intermediate Architect at Arquitectonica, you will work on a variety of ... Include your resume, references and representative samples of your work. We encourage applications ...

Clearly communicates in English; * intermediate reading, writing, grammar, and mathematics skills ... Physical Demands The physical and related demands described in this section are representative of ...

Customer Service Representative

Melville, NY · On-site

$16.25 - $22.25/hr

Customer Service Representative MagnaCare is seeking Customer Service Representatives to assist ... Intermediate knowledge of Microsoft Office and email writing. * Knowledge of CPT codes, ICD-9. ...

Agency CSR

Morristown, NJ · On-site

$30K - $45K/yr

Intermediate computer skills * Proficient in Microsoft Word, Excel, and various Windows ... Service existing customer for All products Our Successful CSR are great at: * Identifying and ...

Intermediate computer skills * Proficient in Microsoft Word, Excel, and various Windows ... Service existing customer for All products Our Successful CSR are great at: * Identifying and ...

Intermediate knowledge of Microsoft Word, Microsoft Excel and Microsoft Power Point * Demonstration of leadership ability, presentation capabilities and organization skills. * Proven ability to ...

Intermediate knowledge of Microsoft Word, Microsoft Excel and Microsoft Power Point * Demonstration of leadership ability, presentation capabilities and organization skills. * Proven ability to ...

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Intermediate Representative information

What is an intermediate representative?

Intermediate Representatives are professionals who serve as a bridge between entry-level and senior roles within an organization, typically in customer service, sales, or administrative departments. They handle more complex tasks and inquiries than junior team members, often resolving escalated issues, mentoring new staff, and ensuring customer satisfaction. Their responsibilities may include processing transactions, providing information, and maintaining client relationships. Intermediate Representatives are expected to possess solid communication and problem-solving skills, as well as a good understanding of company policies and procedures.

How does an intermediate representative typically collaborate with other departments within a company?

Intermediate Representatives often serve as a crucial link between customers, internal teams, and management. They frequently communicate with departments such as sales, customer service, and technical support to resolve client issues and ensure smooth transactions. This collaboration requires clear communication, attention to detail, and a willingness to coordinate with various teams to meet customer needs. Building strong working relationships with colleagues across departments can enhance problem-solving efficiency and contribute to professional growth within the organization.

What skills and qualifications are needed to thrive as an intermediate representative?

To thrive as an Intermediate Representative, you need strong customer service skills, problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with CRM systems, phone systems, and basic office software is commonly required. Excellent communication, patience, and attention to detail are standout soft skills in this role. These competencies are vital for efficiently resolving customer inquiries, maintaining client satisfaction, and supporting organizational operations.

What are the most commonly searched types of Representative jobs in New York?

The most popular types of Representative jobs in New York are:

What are popular job titles related to Intermediate Representative jobs in New York?

For Intermediate Representative jobs in New York, the most frequently searched job titles are:

What job categories do people searching Intermediate Representative jobs in New York look for?

The top searched job categories for Intermediate Representative jobs in New York are:

What cities in New York are hiring for Intermediate Representative jobs?

Cities in New York with the most Intermediate Representative job openings:

Infographic showing various Intermediate Representative job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

CONTRACTOR-Customer Service Representative (Intermediate)

SoHo Dragon

Manhattan, NY • On-site

$17.75 - $24/hr

Other

Posted 10 days ago


Job description

Contractor-Customer Service Representative (Intermediate)

Contract (6 months) | New York, New York | Hybrid (3–4 Days Onsite)

This role functionally reports to the Head of Client Services. Our goal is to deliver the highest level of client service to GTPS clients, with a focus on response time, accuracy, professionalism, and an empathetic, solution-oriented approach in difficult situations to ensure a positive client experience. The Client Service Unit is responsible for the opening and closing of demand deposit accounts within the GTPS account management system, as well as account lifecycle management, including timely billing and invoicing, client inquiries, check processing support, ACH-related processes, and end-to-end payment investigations.

Key Responsibilities:

  • Account opening, management & termination
  • Level 1 support for all requests coming from GTPS Clients
  • Respond to client inquiries and escalate to internal stakeholders as deemed necessary
  • Own payment investigations following client, compliance, or internal stakeholder requests in the investigation management tool, PEGA Smart Investigate, including intake, analysis, coordination with relevant teams, client communication, escalation, and closure.
  • Manage individual PEGA workbasket and contribute to the good handling of the workbaskets of the Group as well as other teammates
  • Ensure proper and timely handling of check payments and deposits, including check deposits, inclearing items, returned checks, exception handling, suspense items, reconciliation follow-up, and client inquiries related to check processing.
  • Process and support ACH-related matters, including drawdown authorizations, ACH returns, Notifications of Change, reversals, client follow-up, and coordination with internal teams to ensure compliance with applicable rules, client obligations, and internal procedures.
  • Complete audit confirmations
  • Address daily reconciliation issues related to funds in suspense, check inclearing, returned checks, ACH exceptions, and payments pending due to insufficient funds, ensuring timely research, escalation, and resolution.
  • Perform periodic permanent supervision controls
  • Contribute to the periodic review and update of procedures related to check processing, ACH workflows, client servicing, reconciliations, and payment investigations.
  • Contribute to the remediation of any issues, whether self-identified or assigned by LOD3 or external regulators.
  • Maintain the confidentiality of compliance matters relating to our clients
  • Any other ad-hoc tasks as deemed necessary

Profile

Required Qualifications:

  • Strong understanding of check processing, including deposits, in-clearing, returned items, stop payment-related inquiries, exception handling, suspense items, and reconciliation follow-up.
  • Working knowledge of ACH processes, including ACH origination support, drawdown authorizations, ACH returns, Notifications of Change, reversals, client follow-up, and applicable client responsibilities.
  • Ability to investigate payment issues end to end, identify root causes, coordinate with operations, compliance, technology, and business stakeholders, and provide clear and timely updates to clients.
  • Strong attention to detail, sound judgment in escalation, ability to prioritize time-sensitive payment matters, and commitment to accurate case documentation and closure.
  • Excellent written and verbal communication skills, with the ability to explain payment processes, exceptions, and investigation outcomes in a professional and client-focused manner.

Preferred Qualifications: Knowledge of SWIFT, Montran, PEGA SI and/or Flexcube preferred.


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About Soho Dragon

Sourced by ZipRecruiter

We know that senior business executives are busy. We understand the struggle of ensuring that your IT project doesn't put round pegs into square holes. With our experience and a focus on teamwork and best practices, SoHo Dragon ensures that your project will be delivered right the first time (yes, even the hairy, must-be-delivered-tomorrow projects). We work with companies that are growing rapidly but whose systems lag. They are stretched to the seams, with leadership that is fed up with wasting resources on administration and wondering why their workers take so long to finish their tasks. SoHo Dragon does not have a sales team. We listen to our clients. We frequently hear that Microsoft software or financial solutions aren’t making the difference our clients are looking for. That’s where our seasoned technologists come in, making sure that Microsoft software and financial solutions are implemented, structured, and used correctly. We make the technology work for your business.

Industry

It services

Company size

11 - 50 Employees

Headquarters location

NY, US

Year founded

2010

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