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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
At US Elogistics Service Corp. DBA CIRRO Fulfillment, we're powering global commerce through fast, intelligent, and scalable fulfillment solutions. With a footprint spanning over 28 million ft2 in 30+ countries and advanced tech like Autonomous Mobile Robots (AMRs), we're redefining how brands deliver customer experiences. We're looking for a Customer Success Specialist to join our North American team and drive long-term customer satisfaction, retention, and growth.
What You'll Do
- Own and manage a portfolio of B2B eCommerce clients, acting as their trusted logistics partner.
- Drive onboarding, adoption, and long-term success with CIRRO's fulfillment services.
- Serve as the client advocate internally—aligning with operations, tech, and sales to ensure a seamless experience.
- Analyze fulfillment performance metrics, proactively address challenges, and drive continuous improvement.
- Conduct regular business reviews and maintain clear communication with stakeholders.
- Identify upsell and expansion opportunities that support client growth.
What You'll Need
- 2+ years experience in customer success, account management, warehouse operations or logistics operations (3PL/eCommerce preferred).
- Strong problem-solving skills and the ability to simplify complex logistics topics for clients.
- Excellent communication and relationship-building abilities.
- Experience with logistics platforms, WMS, or order management systems is a plus.
- Bachelor's degree preferred or equivalent experience in logistics, supply chain, or business.
Why CIRRO
- Competitive pay and benefits
- Fast-growing, tech-forward company
- Collaborative, global team culture
- Room for growth in a high-impact role
CIRRO Fulfillment is an equal opportunity employer.
Minimum Qualifications: High School Diploma or General Education Degree (GED) 1-3 years of experience performing administrative duties required within a sales or service industry and working knowledge of ERP systems preferred Experience/Requirements: Must possess good decision-making skills, be very organized and detail oriented.
Must have excellent oral and written communication.
Ability to use discretion.
Problem Solving and ability to escalate matters when needed.
Data analysis and interpretation skills.
Speed and accuracy with attention to detail.
Dispatching and scheduling.
Proficient in Microsoft Office (Word, Excel & PowerPoint) Responsibilities: This position is responsible for scheduling service appointments and inspections, resolving customer issues, dispatching, billing review, and contract paperwork.
May support warehouse and/or other office functions.
Essential Duties and Responsibilities Schedule appointments, dispatch technicians for service and inspections as needed to maximize tech productivity.
Responsible for creating work orders, providing status to customer and following up with technicians.
Confirm work order is completed and/or closed by reviewing all notes and following up on pending items.
Complete contract paperwork and QC paperwork.
Schedule sub-contractor work.
Work with technicians to ensure all paperwork is completed properly within the designated time.
Maintain appointment schedules.
Order material and equipment.
Receive material/equipment and issue material and equipment to technicians.
Complete daily reports.
Assist in coordinating activities such as scheduling, customer notification and equipment procurement.
Conduct physical inventory.
Act as a liaison between Sales, Project Managers and technicians.
Other duties as assigned.
Physical Demands: While performing the duties of this job, the employee is regularly required to sit and twist; use hands and arms to reach, handle, push, pull or feel; speak and hear.
The employee is frequently required to stand and walk.
The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: Normal office environment.
The noise level in the work environment is usually moderate.
Description: This is an on-site position located in Johnston, Iowa.
The Customer Service Representative works under close supervision to provide customer service to our members for our health, dental, and vision plans by performing the following duties.
Receives telephone inquiries regarding various aspects of the group health, dental, and vision program such as claims, eligibility, and coverage questions.
Educate members on plan benefits, coverage limitations, and coinsurance/deductibles/out-of-pocket maximums using plain, clear language.
Protect member privacy and comply with HIPAA and company policies to verify caller and ensure proper documentation is on file before releasing protected health information Maintain accurate record keeping for member providing summary of call, listing any actionable items, creating follow-up tasks when necessary, and indicating resolution of call.
Navigate multiple systems while assisting members to search for information in knowledge base system, claims payor systems, and benefits administration system.
Conducts research and resolves issues for customer inquiries in a timely manner.
Responsible for prepping documents for scanning purposes and handling outgoing mail.
Provides additional administrative support for the department.
Other testing, projects and duties as assigned related to the job.
Requirements: Required Education: High school diploma or general education degree (GED) Required Work Experience: One to two years of related experience and/or training, or equivalent combination of education and experience.
Technology Skills: Ability to operate PC, Copy machine, scanner, fax machine and telephone.
Proficient with Microsoft Office Required skills or traits for the position: Strong customer service skills including active listening, empathy, attention to detail, and problem solving.
Ability to organize and prioritize tasks and work assignments; ability to complete multiple tasks simultaneously with accuracy and quality.
Excellent written and oral communication skills.
Specialized Certifications: Must be willing to obtain Iowa Accident Health and Life insurance license within the first year of employment .
PIc2da3465d821-25448-39614895
Role: Dining Services - Assistant Manager
Join Healthcare Services Group (HCSG) as a Dining Services Assistant Manager, supporting the dining department at a long-term care facility. 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 make a difference!
Available Benefits for All Employees:- Free Telemedicine*
- Free Prescription Discount Program
- Free Employee Assistance Programs
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Hands-on-Training & Support
- Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:The Dining Services Assistant Manager is responsible for assisting the Dining Services Manager in overseeing the dining operations and ensuring high standards of food quality, safety, and customer service.
- Support the Dining Services Manager in managing daily dining operations, including staff supervision and training.
- Ensure compliance with dietary guidelines, food safety standards, and HCSG policies.
- Assist in maintaining accurate records of food inventory, costs, and employee schedules.
- Lead staff training sessions on food preparation, service techniques, and safety protocols.
- Communicate effectively with residents, families, and staff to enhance the dining experience.
- Conduct regular inspections of food service areas to ensure cleanliness and organization.
- Represent HCSG positively through courteous and cooperative interactions with team members, residents, and guests.
- Perform all other duties as assigned.
- High school diploma or equivalent is required
- Previous experience in food service management or a similar role is desired.
- Strong leadership and interpersonal skills with the ability to motivate and develop a team.
- Knowledge of food safety regulations and best practices in dining services.
- Basic computer skills for record-keeping and report generation.
- Must comply with COVID-19 vaccination policies.
- Ability to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, and stand, bend, and walk for extended periods.
- Residency within the service area is required.
Ready to Join Us?
If you're looking for a role where you can lead with passion, drive positive change, 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.
Job Summary:
Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.
Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.
Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.
We are looking for someone with strong Project Management skills.
Essential Functions
- Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
- Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
- Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
- Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
- Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
- Assists as consultant, coordinator/liaison for special programs and/or projects.
- Assesses impact of proposed rules on current operations financially and programmatically.
- May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.
JOB REQUIREMENTS
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.
2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.
3. Six months experience in developing policies or procedures.
4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.
5. Six months experience in narrative report writing.
365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare industry is one of the fastest growing sectors in the country and this opportunity puts you in the driver seat of a rapidly expanding company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level!
Qualifications For Client Services Manager (CSM)
High integrity
Positive attitude
Excellent communication skills
Solution-oriented
Eager / Competitive
Ability to thrive and collaborate in a fast-paced environment
Bachelor's Degree, preferred
Primary Duties And Responsibilities
-Develops and executes recruitment strategies to attract, screen and hire quality healthcare professionals who meet the office's immediate and projected needs
Utilizes various recruitment tools and methods to source and attract a pool of qualified and diverse candidates
-Responsible for on-call duties during non-business hours and weekends as needed.
Matches and evaluates candidate skills to client and consumer needs through screening and interviewing
-Completes necessary reference checks on candidate's background and work experience
Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts
-Negotiates salary, terms and conditions of employment with candidates, schedules direct care workers and field staff for initial placement and ongoing assignments
-Manages direct care workers and field staff while on assignment: assesses and investigates direct care worker and field staff concerns and issues, and provides performance coaching, counseling and disciplinary action when appropriate
-Maintains regular contact to and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities
-Ensure client, consumer and referral source expectations are understood and met while addressing and resolving concerns relating to customer service, caregiver or field staff performance
-Documents candidate, direct care worker, field staff and client correspondence and activities within the system of record
-Incorporates direct care worker and field staff retention strategy into daily routine
-Responsible for learning all functionalities and operations of the branch office, Adheres to and promotes company policies and procedures
-Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals, and business development leads
-Ensures confidentiality of all consumer records and personnel files in accordance with agency and HIPAA guidelines
-Ensures all services, functions, and employee practices are in accordance with Affirmative Action policies and laws
-Responsible for ongoing compliance with all current federal, state and local regulations, company policies and procedures, and reimbursement guidelines
-Must possess the personal characteristics of professionalism and commitment to high standards with a strong work ethic, confidence, creativity, innovation, integrity and stability
-Performs other duties as necessary
Benefits
Health Insurance Packages
Paid Time Off
401K
Schedule
Additional Compensation
Weekly Commission
Weekly On-Call Pay
Bonuses
Location: Nashville, TN (Onsite) Shift: 1st Shift (Standard hours) Pay Rate:$34/hr Need to Speak French Job Responsibilities Ensures the resolution of complex and high-priority customer issues, coordinating with internal teams to deliver comprehensive and timely solutions.
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Preferred Skills Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements: Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Minimum required Certification: N/A Preferred Skills: Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Preferred Certification: N/A Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Facility Location
NATIONAL EEO SVC FACILITY
5405 CYPRESS CENTER DR STE 330
TAMPA, FL 33609-1026
This is NOT a remote position.
Position Information
NON-SCHEDULED DAYS: SAT/SUN
HOURS: 08:00 AM to 05:00 PM EST
BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.
Functional Purpose
Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.
DUTIES AND RESPONSIBILITIES
1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.
2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.
3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.
4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.
5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.
6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.
7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.
The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:
Requirements
- Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
- Ability to develop and provide EEO training.
- Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
- Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
- Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
- Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.
Reimbursement of relocation expenses will NOT be authorized
Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.
Applicants must also be a U.S. citizen or have permanent resident alien status.
