Jobs in Dublin

510 positions found — Page 9

Electrical Engineer - Data Centers
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Electrical Engineer - Data Centers - San Francisco

Metric DCX are partnered with a global engineering and consultancy firm to support the continued growth of their data center division.

This Electrical Engineer position will specialize in data center facility design to be embedded directly with a major end-user client.

Responsibilities:

  • Assessing third-party and colocation facilities being considered for acquisition, evaluating their suitability against the client's portfolio requirements.
  • Taking ownership of power systems across all project phases, identifying and resolving issues as they arise in collaboration with the relevant client stakeholders.
  • Reviewing data center designs with a critical eye on redundancy architecture, availability targets, and potential single points of failure.
  • Working closely with operations, planning, and energy strategy teams to push electrical solutions forward on third-party data center projects.
  • Conducting technical due diligence and maintaining quality standards in line with client expectations.
  • Keeping internal documentation, specs, and standards current based on live project feedback and lessons learned.
  • Liaising with internal teams on power loading, rack deployment, and load balancing within shared facilities.
  • Contributing to cross-discipline coordination with mechanical and controls engineers, and supporting consistency across regional teams.

Background Required

  • Degree-qualified in Electrical Engineering; a postgraduate qualification or PE license would be a strong advantage.
  • At least five years working within mission-critical environments, with solid hands-on exposure to colocation and multi-tenant data center projects specifically.
  • Confident in power systems analysis and the software tools that come with it.
  • Practical experience across the full electrical distribution stack — from high voltage transformers down to branch circuits — covering design, procurement, commissioning, and operations.
  • Comfortable working across disciplines and engaging with structural, mechanical, civil, and IT/Telecom teams as needed.
  • Grounded in US electrical codes and standards, with some awareness of IEC standards beneficial.
Not Specified
Business Development Representative
✦ New
Salary not disclosed
Hayward, California 4 hours ago

POSITION SUMMARY

The Business Development Partner, internally known as the Market Director, is responsible for driving Vistage's market expansion within assigned territories by developing strategic partnerships, supporting new Chair candidates, and engaging senior executive prospects. This role plays a critical part in increasing Vistage's presence in priority markets by identifying opportunities for growth, facilitating business development initiatives, and cultivating relationships with influential business leaders and organizations.

This consultative sales leader partners closely with Vistage Chairs and internal stakeholders to identify and attract high-caliber CEOs, business owners, and executives to the Vistage community. By modeling best practices, leveraging technology, and sharing proven tools and resources, the Business Development Partner helps Chairs attract and retain exceptional members while strengthening the overall Vistage community experience.

The Business Development Partner is responsible for achieving territory growth goals aligned with Vistage's annual revenue targets. This role collaborates with multiple levels across the organization, field personnel, and Chairs to develop and execute strategies that expand Vistage's presence and support successful Chair launches.

This position reports to the Regional Senior Vice President.

THE COMPANY

Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.

The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 counties worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and get better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.

Vistage was founded more than 65 years ago, and we've grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about .

VISTAGE EMPLOYEE LIFE

Vistage's success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here's a sample of the employee experience that helps drive our success:

  • Welcome to our home. Our US headquarters sits in the heart of San Diego's UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
  • We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!
  • We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
  • We invest in you. Our employee benefits program is one of the most generous you'll find. Fully-paid healthcare is provided for employees through Aetna, along with access to company-subsidized dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you've saved. You'll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge; employees receive additional annual paid days off based on tenure.
  • We keep it fun! Whether you're with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you'll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules and the freedom to work from home three days per if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You'll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats!

Vistage's culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?

RESPONSIBILITIES

Business Development & Market Growth

  • Develop and execute strategic initiatives to increase Vistage's presence and growth in priority markets.
  • Engage C-level candidates (CEOs, Key Executives, and Business Owners) in consultative conversations and presentations to uncover their needs and connect them to the Vistage community.
  • Partner with building Chairs to identify, recruit, and enroll high-caliber members into Vistage groups.
  • Create and manage territory sales pipelines and forecasts to meet or exceed regional revenue and growth targets.
  • Utilize CRM tools (Salesforce) to manage prospect activity, track sales progress, and report on business development initiatives.

Strategic Relationship Development

  • Identify, develop, and maintain relationships with strategic partners and local centers of influence.
  • Expand Vistage's visibility through engagement with organizations such as chambers of commerce, business associations, and professional networks.
  • Build trusted relationships with senior executives and business leaders within the territory.

Event Leadership

  • Design and execute high-value executive events and business development meetings that introduce prospective members to the Vistage experience.
  • Facilitate events that showcase Vistage's value proposition and support Chair group development.
  • Collaborate with internal teams to coordinate and deliver impactful prospect engagement initiatives.

Consultative Sales & Market Strategy

  • Conduct presentations and strategic discussions with business leaders to uncover needs and demonstrate the value of the Vistage platform.
  • Partner with field management and Chairs to identify opportunities for market penetration and expansion.
  • Provide strategic recommendations to regional leadership on opportunities to maximize growth and member acquisition.
  • Lead initiatives that strengthen regional sales performance and drive sustainable market growth.

QUALIFICATIONS

  • Bachelor's degree or equivalent professional experience.
  • 7+ years of progressive experience in business development, strategic sales, or related leadership roles, with a track record of driving market growth.
  • Demonstrated success in consultative, solution-based sales within complex or professional services environments, engaging senior executives and business owners.
  • Proven ability to develop and expand a market or territory by identifying strategic opportunities and executing initiatives that drive sustained revenue growth.
  • Advanced ability to build credibility and trusted relationships with C-suite leaders and business owners, serving as a strategic advisor.
  • Proficiency in Salesforce CRM and Microsoft Office tools (Word, Excel, PowerPoint, Outlook), with the ability to leverage data to guide strategic decision-making.
  • Exceptional communication and presentation skills, with the ability to influence and inspire executive audiences.
  • Entrepreneurial mindset with strong problem-solving capabilities and the ability to navigate ambiguity while driving results.

TOTAL COMPENSATION RANGE

The expected annual pay range for this position is $140,000 – $166,200. This range includes a target annual bonus of $13,000 and target annual incentive compensation of $53,200.

JOB LOCATION

Remote in San Francisco Bay Area or Sacramento, including up to 30% travel within the region.

Not Specified
GTM Engineer
✦ New
Salary not disclosed
Hayward, California 4 hours ago

We're working with a fast growing AI startup in SF that's hiring a GTM Engineer to help scale revenue through data, analytics, and experimentation.

This isn't a typical analytics role.

You'll sit at the intersection of product, growth, and engineering, building the systems that determine how the company acquires customers, measures performance, and optimizes every part of the funnel.

Your work directly impacts revenue.

What makes it interesting is the environment:

• High ownership across growth and product systems

• Direct exposure to paid channels, product analytics, and revenue data

• Building real infrastructure, not just dashboards

• Heavy use of AI to surface insights and drive decisions

• 14 hour days in a high-intensity environment where you move fast and see immediate impact

They're looking for people who:

• Have strong Python and SQL skills

• Have worked with paid acquisition data (Google, Meta, TikTok)

• Think in experiments and understand causation vs correlation

• Have built or owned metrics, attribution, or LTV/CAC systems

• Want to work in a fast-paced, high-growth environment

SF based, in office

$130K to $190K + bonus + equity

If this sounds interesting, feel free to message me or get in touch.

Not Specified
Venture Capital Associate
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Our client, a growing venture platform, is searching for a Venture Capital Associate to join their team. This role is ideal for someone with early professional experience in investment banking, growth equity, or venture capital who is eager to join a fast-growing platform and deepen their experience investing into VC funds and venture-backed businesses.

Responsibilities:

  • Due Diligence: Conduct in-depth financial and operational due diligence, including market research, competitive landscape analysis, and business model evaluation both for co-investment opportunities and venture funds
  • Investment Memos: Prepare and present comprehensive investment memo presentations (in PowerPoint) to the investment committee articulating investment thesis, transaction dynamics, risks, and expected outcomes
  • Deal Sourcing & Screening: Identify and evaluate potential investment opportunities through proactive outreach, market mapping, and founder relationships
  • Financial Modeling: Build and maintain financial models to assess investment opportunities and valuations
  • Portfolio Reporting: Write update reports on funds and portfolio companies quarterly
  • Market Research: Track industry trends, emerging technologies, and competitive dynamics across focus verticals

Qualifications:

  • At least 1-2 years of professional experience (preferably in investment banking M&A, growth equity, or consulting
  • Strong analytical skills and strong proficiency in Excel-based financial modeling and Powerpoint
  • Excellent communication and presentation skills, both written and verbal
  • Ability to think independently, operate in a fast-paced environment, and manage multiple priorities
  • Passion for innovation, startups, and the venture capital ecosystem
Not Specified
Talent Acquisition Manager – AI Infrastructure & Engineering
✦ New
🏢 WNTD
Salary not disclosed
Hayward, California 4 hours ago

Talent Acquisition Manager – AI Infrastructure & Engineering

San Francisco, California

Hybrid Working

We are expanding our global team and launching a new office in San Francisco.

WNTD is looking for an experienced Talent Acquisition Manager to join our Talent Solutions team and support the continued growth of AI infrastructure and accelerated compute platforms across North America.

This role will support one of the most significant AI infrastructure expansion programmes currently underway, focused on building next generation platforms powered by NVIDIA accelerated compute.

You will work closely with senior technical leaders to attract and hire talent across the full infrastructure stack including software engineering, AI platforms, GPU environments and large scale compute infrastructure.

This is a delivery focused role supporting high growth engineering programmes across AI infrastructure and cloud platforms.

The Role

You will lead hiring across multiple engineering disciplines spanning software engineering, AI infrastructure platforms and high performance compute environments.

Working closely with technical leadership and programme stakeholders, you will build pipelines of high quality candidates and manage fast moving hiring plans across several technical workstreams.

Key Responsibilities

• Build and manage talent pipelines across software engineering, AI infrastructure and GPU compute environments

• Proactively source talent across the United States through mapping, referrals and direct outreach

• Screen candidates for technical capability, experience and long term fit

• Partner with engineering leaders to define hiring priorities and role requirements

• Maintain clear tracking of hiring pipelines and delivery progress

• Support wider Talent Solutions activity during peak delivery phases

• Ensure a professional and consistent candidate experience

• Champion fair and inclusive hiring practices

Key Experience

• Proven experience hiring across complex engineering environments

• Strong track record building pipelines across software and infrastructure roles

• Comfortable engaging with technical stakeholders and discussing engineering topics

• Excellent communication and stakeholder management skills

• Strong organisation with the ability to manage multiple roles simultaneously

What We Offer

• Competitive salary and benefits

• Opportunity to support one of the fastest growing AI infrastructure build programmes globally

• Growth within a high performing delivery focused team

• Hybrid working model

• A collaborative culture that values ownership, pace and problem solving

Additional Requirements

• Ability to commute to the San Francisco office

• No visa sponsorship available

• Hybrid working model

Not Specified
Strategic Sourcing Manager
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Our client, a Fortune 500 retail organization with a nationwide distribution network, is seeking a Strategic Sourcing Manager to support large-scale construction and facilities engineering procurement initiatives across their supply chain network.

This role plays a key part in sourcing industrial construction materials, equipment, and services for new facility builds, expansions, and ongoing engineering initiatives. The individual will partner closely with engineering, property development, legal, finance, and operations teams to design sourcing strategies that deliver cost efficiency, risk mitigation, and supplier performance improvements.

The ideal candidate will bring deep expertise in construction procurement, contract negotiation, and cost modeling, with the ability to influence stakeholders and drive complex sourcing projects from concept through execution.

Projects You'll Work On

  • Leading end-to-end strategic sourcing initiatives for industrial construction and facilities engineering categories.
  • Developing sourcing strategies for categories such as steel structures, concrete, MEP systems, material handling equipment, racking systems, conveyors, and site services.
  • Managing the full sourcing lifecycle including market research, supplier identification, RFP development, bid management, negotiations, and contract execution.
  • Conducting construction cost analysis, clean-sheet modeling, and should-cost modeling to identify optimal pricing and savings opportunities.
  • Partnering with engineering and development teams to support distribution center construction, expansions, and infrastructure upgrades.
  • Managing supplier relationships and performance through KPIs, quarterly business reviews (QBRs), and executive-level supplier meetings.
  • Performing spend analysis and market intelligence research to anticipate supply risks and pricing fluctuations.
  • Driving cost optimization through value engineering, competitive bidding, and strategic negotiations.
  • Supporting facilities engineering teams with sourcing for material handling equipment repair, refurbishment, and replacement.
  • Developing presentations and recommendations for executive leadership to support strategic sourcing decisions.

What Experience You Should Bring

  • Bachelor's degree in Supply Chain, Construction Management, Engineering, Finance, Economics, or Business (MBA or advanced degree preferred).
  • 5+ years of strategic sourcing or category management experience focused on industrial construction or facilities engineering procurement.
  • Experience managing large-scale sourcing projects for construction materials, contractors, or engineering services.
  • Strong understanding of construction cost estimation, budgeting, and material cost drivers.
  • Experience leading RFP/RFQ processes, supplier negotiations, and contract development.
  • Ability to analyze supplier bids using TCO modeling, cost analysis, and financial modeling.
  • Experience working cross-functionally with engineering, legal, finance, and project management teams.

What Will Help You Stand Out

  • Familiarity with distribution center construction, logistics infrastructure, or retail supply chain environments.
  • Experience working with construction management software (e.g., Procore) and sourcing platforms (e.g., Coupa).
  • Knowledge of regulatory frameworks such as OSHA, LEED, and construction compliance standards.
  • Professional certifications such as CPSM, CCM, or CCPS.
  • Strong financial acumen including experience analyzing budgets, cash flow, and cost structures.
  • Advanced Excel skills (pivot tables, VLOOKUPs, data modeling) and strong presentation capabilities.

Work Environment

  • Hybrid role with regular in-office collaboration and occasional travel to facilities and project sites.
  • Ability to manage multiple sourcing projects simultaneously in a fast-paced, cross-functional environment.

Compensation & Benefits

The base salary range for this position is up to $200,000.00, depending on experience and qualifications.

The total rewards package may include performance incentives, health benefits, retirement plans, and professional development opportunities.

Not Specified
Sales Closer (High Ticket)
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Company: Paul Bickford Solutions

Role Title: Sales Closer (High Ticket)

Role Type: Contract

Location: Remote

Frequently Asked Questions: Us

Paul Bickford Solutions is seeking skilled Sales Closers to join our growing team of performance-based professionals. As a Closer, you'll connect with qualified leads (pre-set by our Appointment Setters) and guide them through a structured sales process, helping corporate executives and professionals take the next step into our high-ticket coaching and consulting programs. This independent contractor role is ideal for individuals with proven sales experience, confidence on consultative calls, and the ability to move prospects from interest to commitment.

Job Overview

Your primary responsibility will be to perform sales presentations on Zoom with clients and collect payment to start the program. This role is perfect for individuals with strong communication skills, persistence, and a proven ability to close deals over Zoom. We have inbound lead sources qualified and pre-screened by an appointment setting sales team who schedules meetings on your behalf.

Responsibilities

  • Conduct scheduled sales calls with qualified prospects (appointments set by our Appointment Setters).
  • Deliver a consultative sales experience that builds trust and uncovers client needs.
  • Confidently present PBS's Career Mastery and Energy Awakening programs.
  • Overcome objections with empathy and clarity.
  • Consistently follow up with prospects to maximize conversions.
  • Maintain accurate records of calls, notes, and deal status in the CRM.
  • Hit and exceed daily, weekly, and monthly closing KPIs.
  • Collaborate with the sales team to improve conversion rates and overall efficiency.

Qualifications

• Must be based in the USA

• Native or fluent American English speaker

  • Experience in B2B sales, executive coaching sales, or online program enrollment.
  • Familiarity with CRM tools (GoHighLevel, Salesforce, or similar).
  • Track record of meeting or exceeding quota in commission-driven sales roles.
  • Ability to manage pipeline independently and stay organized.
  • Fluent in Spanish is a strong plus.

Requirements

  • Prior experience in closing high-ticket sales ($10K+ programs, coaching, consulting, or similar).
  • Excellent communication, persuasion, and objection-handling skills.
  • Comfort with structured sales frameworks and performance-based roles.
  • Self-motivated, disciplined, and capable of thriving in a remote environment.
  • Reliable internet, computer with 8GB RAM+, and a quiet workspace.
  • Professional presence on video calls (Zoom/Google Meet).

What We Offer

  • Competitive commissions and performance-based incentives.
  • Per PIF Payouts: Earn a percentage of each contract paid in full.
  • Bonuses for High Performance: Additional incentives for exceeding hiring targets.
  • Tiered Commission Structure: The more contracts you close, the more earnings.
  • Flexible remote work environment.
  • Opportunity to grow with a rapidly expanding company.
  • Ongoing training and professional development.
  • A collaborative and supportive team culture.

Ready to Join Our Team?

If you're passionate about helping professionals grow and want to be a part of a business that's making waves in the corporate executive consulting and recruiting industries, we want to hear from you!

TO APPLY: Please email with the following ten requirements:

1. Email Subject: SC_[ Your Full Name]

2. Resume in English Attached

3. Voice Introduction recording ( )

4. Full name

5. Personal/Active Email

6. Phone Number / WhatsApp Number

7. LinkedIn Profile Link

8. Internet Connection Speed Test Screenshot

9. Computer Memory Screenshot

(To do this: Search Task manager> Go to Performance Tab> Memory.)

10. Photo of computer/laptop

*IMPORTANT* "EASY APPLY" APPLICATIONS DO NOT SUBSTITUTE THIS REQUIREMENT.

Not Specified
Vice President of Regulatory Affairs and Quality Assurance
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Vice President, Regulatory Affairs & Quality

San Francisco Bay Area (Hybrid)

We are partnering with a venture-backed, early-stage medical device company in the San Francisco Bay Area developing a next-generation software-driven surgical platform leveraging AI to transform procedural care.

With strong early momentum and a clear path toward clinical and regulatory milestones, the team is looking to bring on a Vice President of Regulatory Affairs & Quality to build and lead the entire RA/QA function from the ground up.

The Opportunity

This is a true foundational leadership role, reporting directly to the executive team, where you will:

  • Own and define the regulatory and quality strategy for a novel AI-enabled medical device platform
  • Lead FDA interactions and act as the primary point of contact with the agency
  • Drive 510(k) submissions from scratch (including strategy, authoring, and execution)
  • Build and scale a fit-for-purpose Quality Management System (QMS) aligned with FDA and ISO 13485
  • Partner closely with R&D, Software, Clinical, and Executive leadership to align regulatory pathways with product development
  • Prepare the organization for key inflection points including submissions, audits, and early commercialization

What We're Looking For

  • 10–15+ years of experience in Regulatory Affairs / Quality within medical devices
  • Proven track record leading 510(k) submissions from concept through clearance
  • Strong experience with software-driven / SaMD / AI-enabled technologies
  • Deep understanding of FDA regulations, design controls, and QMS implementation
  • Prior experience in an early-stage or startup environment (highly preferred)
  • Demonstrated ability to operate as a hands-on leader and strategic partner

Why This Role

  • Opportunity to own and build the RA/QA function from zero
  • Work directly with an experienced leadership team and investors
  • Be part of a company tackling a high-impact clinical problem with differentiated technology
  • Significant influence on regulatory strategy, product direction, and company trajectory
Not Specified
Industrial Designer
✦ New
Salary not disclosed
Hayward, California 4 hours ago

At Amazfit, design and technology move together.

We create smart wearables that blend elegant form, human-centered function, and cutting-edge innovation — from performance-driven sports watches to lifestyle products that express personal style.

Our mission is simple: help people live healthier, more connected lives through design that feels natural, looks beautiful, and works effortlessly.

Join our passionate design team, where creativity, craftsmanship, and technology come together to shape the future of wearables.

What You'll Do:

As an Industrial Designer, you'll take ideas from concept to production — shaping next-generation wearables that define Amazfit's design identity. You'll collaborate across disciplines including product management, UX, engineering, and marketing to bring bold, refined ideas to life.

  • Create inspiring design concepts through sketching, 3D modeling, and visual storytelling
  • Develop details across CMF, ergonomics, and manufacturability with precision and creativity
  • Collaborate with mechanical and manufacturing partners to ensure design intent through production
  • Explore new materials, finishes, and trends to keep Amazfit products ahead of the curve
  • Present ideas clearly through visuals, mockups, and prototypes
  • Contribute to the evolution of Amazfit's design DNA and product strategy

What We're Looking For:

  • 4+ years of experience in industrial/product design (wearables, lifestyle, or consumer electronics preferred)
  • A portfolio showcasing creative process, aesthetic sensitivity, and production-ready design
  • Proficiency in SolidWorks, Creo or Rhino, KeyShot, and Adobe CC
  • Strong understanding of CMF, DFM, and real-world manufacturing constraints
  • Deep sense of aesthetics and style, able to contribute to female-oriented design such as rings or jewelry-related projects
  • Experience or background in jewelry design is highly preferred
  • Proactive, open-minded, and passionate about design and innovation
  • Comfortable working in a collaborative, cross-functional environment
  • Bachelor's degree in Industrial Design or equivalent

Bonus Points:

  • Experience designing wearable or sports-related products
  • Skills in graphic, motion, or interaction design
  • Understanding of UI/UX principles

Benefits of Working At Zepp Health:

  • Competitive salary, Vacation day, sick day
  • Health insurance, Vision insurance, Dental insurance, life insurance
  • 401K & Matching
  • Year-end Bonus pay
  • Other Benefits

Zepp Health is an Equal Opportunity employer and welcomes everyone to our team. If you need reasonable accommodation at any point in the application or interview process, please let us know. In your application, please feel free to note which pronouns you use (for example: she/her/hers, he/him/his, they/them/theirs, etc).

Not Specified
Client Service Representative
✦ New
Salary not disclosed
Hayward, California 4 hours ago

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

  • Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
  • Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
  • Assist with client onboarding, account updates, and service requests
  • Coordinate electronic document processing, including e‐signatures and compliance documentation
  • Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
  • Collaborate with internal team members to update and process client account changes
  • Handle client inquiries and concerns with professionalism, initiative, and discretion
  • Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

  • Previous experience in client service, administrative support, or account management
  • Experience in wealth management, financial services, or private client environments strongly preferred
  • Proficiency with CRM systems; Redtail CRM experience highly desirable
  • Strong organizational and time‐management skills with the ability to prioritize effectively
  • Excellent verbal and written communication skills with a strong customer‐service mindset
  • High level of professionalism, discretion, and attention to detail
  • Ability to work independently while collaborating in a team‐oriented office environment
  • Familiarity with financial industry compliance standards is a plus
Not Specified
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