Cable Communication Services Llc Jobs in Usa
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The role of a Deli Customer Service Rep at The Spinx Company requires the employee to work effectively in a team environment, provide outstanding customer service, accurately and efficiently conduct various financial transactions while creating a wel Customer Service, Deli, Service, Retail, Customer
Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.
We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.
Schedule: Monday - Friday 8:00am - 5:00pm
The Operations Supervisor is an independent leader, helping manage the day-to-day people, operations and client.
Job duties
(* denotes an “essential function”)
- *Ensure team provides outstanding service to client, while building strong customer relationships
- *Conduct time and absence for direct reports, including ensuring system accuracy and compliance with timekeeping policies and procedures
- *Create an environment conducive to service expansions and new business opportunities
- *Maximize profitability through the effective utilization of labor and resources
- *Immediately resolve any operational problems or issues
- *Produce required reports on schedule
- *Coordinate workflow within the team, prioritizing jobs and delegating duties to associates
- *Balance team’s day-to-day work assignments with projects and ad hoc requests related to mail volume, reprographics requests, conference room set up, and vendor management
- *Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines
- *Train new employees on policies and procedures
- *Address performance issues among team members
- *Work with manager to create development plans and challenging assignments for team members
- *Escalate to manager client or team concerns to proactively resolve issues
- Adhere to Williams Lea policies in addition to client site policies
- Use equipment and supplies in a cost-efficient manner
- Other duties as assigned
- Bachelor’s degree or equivalent experience
- 3 or more years’ proven experience in a customer service environment, legal or financial services industries preferred
- 3 or more years’ experience in office support including a combination of administrative, facilities, hospitality, reception, reprographics and mailroom
- Understanding of USPS regulations
- Understanding of reprographics equipment and usage
- Intermediate Microsoft Office Word and Excel skills
- Basic Microsoft PowerPoint skills
- Prior experience managing vendors preferred
- Basic P&L understanding a plus
- Demonstrated experience prioritizing competing priorities under tight deadlines
- Proven customer service skills are required in order to create, maintain and enhance customer relationships.
- Good written and verbal communication skills, including professional telephone and email etiquette.
- Attention to detail with good organizational skills.
- Must be able to meet deadlines and complete all projects in a timely manner.
- Ability to handle sensitive and/or confidential documents and information.
- Able to make independent decisions that conform to business needs and policy.
- Good problem-solving skills, with the ability and understanding of when to escalate a problem to a managerial level.
- Must work well in a team environment.
- Must be able to interact effectively with multi-functional and diverse backgrounds.
- Ability to work in a fast-paced environment.
- Must be self-motivated with positive can-do attitude.
RRD's current salary range for this role is $48,500 to $70,900 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
#WLNAT
All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.
RRD is an Equal Opportunity Employer, including disability/veterans
Join Healthcare Services Group (HCSG) as a Dining Services Manager in Training to learn to manage your own account! This structured and paid 16-week program will develop you to manage and oversee dining services in a healthcare setting with hands-on and computer based training. This structured and paid program will develop you to manage and oversee dining services in a healthcare setting. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and begin your journey to make a difference!
Available Benefits for All Employees:- Comprehensive Benefits Package - Medical, Dental, and Vision
- Free Telemedicine Services on Day 1*
- Free Prescription Discount Program
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Employee Assistance Programs
- Training & Development Opportunities
- Employee Recognition Programs
- Employee Stock Purchase Plan
- Nationwide Transfer Opportunities and Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:- Assist in managing dining services operations, including meal preparation, service, and quality control.
- Learn to ensure compliance with health, safety, and sanitation standards.
- Participate in staff training, development, and scheduling.
- Assist with inventory management and ordering of supplies.
- Interact positively with residents, staff, and guests, providing excellent customer service.
- All other duties as assigned.
- High school diploma or equivalent preferred.
- Previous experience in dining services or hospitality preferred.
- Strong organizational and communication skills.
- Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program.
- Valid driver's license.
- Strong written and verbal communication skills.
- Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks.
- Compliance with COVID-19 vaccination policies.
- Ability to lift up to 50 pounds and perform tasks for extended periods.
- Residency within the service area required.
Ready to Join Us?
If you're looking for an opportunity to grow your career in dining services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
EEO Statement:HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.
Description
Customer Service & Accounting Support Specialist (AR/AP)
We are looking for a detail-oriented and customer-focused Sales/Order Administrator to join our growing commercial team. In this role, you will act as the primary order entry/customer service/accounting point of contact for customers, including key medical device accounts, while supporting internal teams to ensure smooth order management, efficient sales operations, and accurate administrative coordination.
Key Responsibilities:
- Act as the primary order entry/customer service point of contact for Phototherapy customers, providing professional communication, service excellence, and support throughout the sales cycle.
- Manage the full order process from entry to confirmation, including sales and shop order creation, order changes, RMA requests, and customer follow-up, ensuring accuracy and compliance with company procedures.
- Review and coordinate incoming quote requests, working closely with the sales team to ensure timely and accurate responses.
- Maintain and update customer accounts, sales data, and documentation within CRM and ERP systems.
- Partner with operations, quality/regulatory and engineering teams to track order status, delivery schedules, and other customer requirements
- Prepare and distribute various order and sales reports, production schedules, performance metrics, and analytical tools to support business operations
- Proactively engage with customers regarding large or high-value invoices, ensuring timely payment and prompt follow-up on overdue payments
- Contribute to cash flow forecasting by providing regular updates on the timing and status of expected customer payments. Coordinate with finance on payment applications, handling of credit notes, refunds, or adjustments as required.
- Verify and monitor customer credit limits
- Process and apply customer payments through cash application, ensuring timely and accurate posting.
- Conduct collections on past-due invoices, communicating with customers to resolve discrepancies and reduce outstanding balances.
- Perform invoice data entry for Accounts Payable (AP), verifying accuracy and proper coding before processing.
- Execute 3-way matching of AP invoices, purchase orders, and receiving documents to ensure accuracy and compliance prior to payment.
- Reconcile Concur and American Express expense reports, ensuring accurate processing, receipt verification, and adherence to company expense policies.
- Ensure compliance with company policies, contractual obligations, and industry regulations in all sales-related documentation.
- Contribute to continuous process improvement initiatives to enhance sales operations efficiency and customer satisfaction.
Requirements
Qualifications
- Bachelor’s degree in business administration, Sales, Marketing, or a related discipline preferred; equivalent professional
experience will be considered.
- Minimum of 2–3 years of experience in a sales administration or related role, preferably within manufacturing, engineering, or the
medical device industry.
- Proficient in Microsoft Office Suite with the ability to quickly learn and navigate Lumitex ERP (Macola), customer portals (GEHC
SSO), and HubSpot (CRM)
- Exceptional organizational skills, accuracy, and attention to detail.
- Strong written and verbal communication skills with the ability to interact professionally with both internal and external
stakeholders.
- Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
- A customer-focused and solutions-oriented approach.
Why Join Us?
- Opportunity to work on innovative medical technologies that improve patient outcomes.
- Collaborative and growth-oriented work environment.
- Competitive salary, benefits, and professional development opportunities.
DCI Donor Services
DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization
COMPANY OVERVIEW AND MISSION
For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.
DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.
Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili
With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.
Key responsibilities this position will perform include:
- Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
- Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
- Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
- Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
- Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
- Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
- Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
- Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
- Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
- Performs other duties as assigned.
The ideal candidate will have:
- Associate’s Degree required/Bachelor’s Degree preferred in related field
- Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
- CTBS required within first year of employment
- Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
- Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.
We offer a competitive compensation package including:
- Up to 184 hours of PTO your first year
- Up to 72 hours of Sick Time your first year
- Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
- 403(b) plan with matching contribution
- Company provided term life, AD&D, and long-term disability insurance
- Wellness Program
- Supplemental insurance benefits such as accident coverage and short-term disability
- Discounts on home/auto/renter/pet insurance
- Cell phone discounts through Verizon
- Monthly phone stipend
**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**
You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.
DCIDS is an EOE/AA employer – M/F/Vet/Disability.
PI7c69c8eaebf5-3631
2-3 onsite days per week at 1855 Folsom St in San Francisco.
Responsibilities: Manage daily operation of the Payment Plus virtual pay program.
Conduct analysis and reporting to ensure the program is performing optimally and identify areas for improvement.
Assist with Payment Plus and Card Programs campaigns.
Maintain accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
Research invoices/vouchers to resolve payment issues.
Support and collaborate with internal departments and external customers, communicate payment status, resolve issues, and provide guidance on disbursement-related inquiries.
Administer Corporate and Procurement Card programs, including processing new card applications, maintenance, and ghost card reconciliation.
Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse.
Work with end users to determine needed system changes and translate them into coherent timing solutions.
Provide continual training to end users on Corporate Card and Procurement Card programs and system features.
Troubleshoot and provide solutions for any system problems or bugs.
Provide excellent customer service to departmental users and vendors.
Ensure work queues are managed within Service Level Agreements (SLA).
Create and run departmental reports for operational monitoring and ad-hoc analysis.
Perform other AP and Card Programs related duties as assigned.
Requirements: At least 5-10 years of experience in the Accounting and Finance field.
Fluency in written and spoken English.
Strong Excel and data analysis skills.
Proficiency in online Accounts Payable systems (e.g., PeopleSoft or other large ERP systems).
Required Skills: Excellent written and verbal communication.
Strong attention to detail.
Strong analytical and reporting skills.
Good reading comprehension skills.
Ability to handle sensitive situations with tact.
Bright, quick learner.
Preferred Skills: College degree preferred.
Location : Central State Hospital - 10510 LaGrange Road, Louisville, KY 40223
Schedule : Full time schedule. Days may vary, 6:00 am - 6:30 pm. Must be able to work every other weekend and some holidays. More details upon interview.
Requirement : At least 1 year of food service experience required. Healthcare experience preferred.
Pay Range : $19.00 per hour to $23.00 per hour
Culinary Services Group (CSG) is a top 50, fast-growing food service management company serving senior care, hospital, and behavioral health communities. We’re rooted in the belief that empowering our teams leads to exceptional service and better outcomes for those we serve. At CSG, you’ll be part of a collaborative culture built on integrity, where your contributions are valued and growth, development, and impact are part of every role.
Job Summary
Patient Services Leads are responsible to coordinate patient meal service and special requests and needs for the Patient Dining Program. Ensure that Patient Dining Associates are adequately trained and that units are properly staffed to provide service. They are a huge part of creating a culture of comfort and compassion in the healthcare environment, taking care of patients’ special requests and nutritional needs.
Essential Duties and Responsibilities:
Oversees systems and processes to ensure that the strategic and operational objectives of the Patient Dining Program service are accomplished.
Supervise Patient Dining Associates and ensure they provide services that include helping patients make menu selections, assemble, and deliver/pick-up their meal trays.
Work with the caregivers and culinary team to determine menu alternatives for patients with food allergies and sensitivities; cultural, ethnic and religious preferences; or when a patient inquires about additional selections.
Interacts with nursing and evaluates on a daily basis patient meal selection, tray completion, tray delivery and tray retrieval process.
Is responsive to patients' needs at all times. Communicate problems or concerns with patients to appropriate personnel in a timely manner, following department procedures.
Assist dietitians, such as helping monitor patients who cannot eat food through their mouth, are on liquid diets or have a specific calorie count to manage.
Adhere to facility confidentiality and the patient’s rights policy as outlined in the facility’s Health Insurance Portability and Accountability Act (HIPAA) policies and procedures.
Complies with regulatory agency standards, including federal, state and JCAHO.
Follow Hazard Analysis Critical Control Point (HACCP) guidelines, a prevention based food safety system for meal assembly and distribution.
Comply with federal, state and local health and sanitation regulations, as well as department sanitation procedures.
Complete all daily, weekly or monthly reports as outlined in the Morrison Healthcare policies and procedures.
Conduct daily associate team meetings following Morrison’s branded GR8 Start Meeting guidelines and template.
Performs other duties as assigned.
Qualifications:
Ability to communicate and read documents such as safety rules, procedure manuals, and operation and maintenance instructions.
Aptitude for effectively operating hospital’s admission, discharge and transfer (ADT) system, and other computer-based systems, which manage patient care records.
The associate must occasionally lift and/or move up to 100 pounds, as well as maneuver and push food delivery carts. Reasonable accommodations can enable qualified individuals with disabilities to perform these essential functions.
BENEFITS FOR OUR TEAM MEMBERS
Full-time and part-time positions offer the following benefits to team members: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
Full-time positions also offer the following benefits to team members: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs
Team Members may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.
Services Group (CSG) is an equal opportunity employer. At CSG, we are committed to treating all Applicants and Team Members fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Application Deadline: applications are accepted ongoing until all openings are filled for this position. If an applicant is declined due to the position being filled, they may still be considered for future opportunities and are always welcome to reapply.
Job Description
The team leader is responsible for managing the team involved in auditing end to end mortgage life cycle comprising active & default servicing activities (Eg. Foreclosure, Bankruptcy, Cashiering, Escrow, Loss Mitigation, Claims, Property preservation, HELOC etc.)
Responsibilities:
- Maintain monthly performance measurements: Timeliness, production goals, compliance/regulatory, and customer satisfaction
- Manages the day-to-day operations of the mortgage servicing associates. Ensures compliance with state and federal lending laws and investor guidelines
- Develops, analyzes, and completes monthly reports in order to track and monitor production, efficiency, compliance with investor guidelines against stated objectives and associate quality against established standards
- Disseminates policies, procedures, and announcements to staff in a timely manner and conducts regular and recurring meetings with staff in order to build an effective communication flow.
- Maintain quality and production standards as defined by business. Perform other job-related duties and special projects as required.
- Develops performance standards and measurements for staff in order to accurately assess actual performance against established goals.
Additional responsibilities of the TL includes:
- Maintaining service level standards
- Perform internal Quality check, providing floor support and feedback to other staff.
- Responding to all emails efficiently
Person Specification
Knowledge/Experience:
- Minimum 1-3 years of Team Handling experience
- Minimum 5-8 years of US Mortgage active as well as default servicing experience
Competencies/Skills:
- Strong communication skills, verbal and written.
- Strong analytical skills
- Demonstrated ability to resolve complicated issues as they arise.
- Proven organizational skills and demonstrated ability to prioritize and multi-task.
Skills:
- Flexible (Willingness to work in night shift),
- Knowledge of MS Office
- Positive and flexible attitude
- Attention to detail.
- Customer focused.
- Good Team Player/Strong Interpersonal skills
Ready to quit your day job and jump into the restaurant industry with us? We're not your average restaurant, and we don't want your average Service Assistant, better known as a Vibe Setter. Are you ready to have fun while building your career? We don't believe in the dull and mundane... in fact, we adamantly reject it!
As a part of our badass team (yep we said it), you'll help deliver our mission by joining a team of GOATS that, together will continue to grow the legacy of our brand and be brand stewards. The Vibe Setter is the face of our restaurant, and we take great pride in who we have representing us. Service Assistants work in the dining room maintaining and enhancing the quality of our customer service. The primary focus is assisting the Servers with food running, table clearing, and guest service. You will ensure everyone who comes through our doors as a guest will leave as a friend by being your authentic self.
Requirements:
Minimum Qualifications (with or without accommodation)
Must possess or be able to obtain a valid food safety certification or any other food/alcohol certification, as required by state law
Able to stand for 10 hours and lift at least 50 pounds
Good hearing for safety and accurate communication
Must be able to read, write and speak in English
Must have reliable transportation
Additional Info:
Our Service Assistants are Responsible for:
Supporting our service team to ensure they are set up for success to deliver great experiences
Providing our guests with the highest level of service standards to create new and repeat business and avoid guest complaints
Promoting our products to guests by communicating with extensive product knowledge on food, beverage and promotional menus.
Assisting to ensure the dining room is set up perfectly for our guests while maintaining safety and sanitation standards
Being aware of and abiding by all liquor service laws, including not overserving guests or serving underage Guests.
Completing and passing all training courses require and continuing their education through additional training modules
Unique Benefits:
Work alongside, learn and grow from fellow GOATs. Whatever your goals are in life, our goal is to make you more prepared to get there.
Become a part of a culture that creates connections between iconic brands and guests. Join the fun and ONE TEAM culture that makes us great!
We have a bunch of fun brands, and this role will give you discounts to eat at all of them. You also get a discount on our retail!
We use innovative technology for easy scheduling.
Daily pay? We got you. Have your money in your pocket as soon as the next day.
We have an open door policy because your voice always matters.
Refer a friend...get paid for bringing on another GOAT.
Need medical insurance? Offered to all full-time team members.
Get rewarded for working with us! Exclusive partnership discounts for theme parks, concerts, hotels and online shopping.
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
