Circular Services Jobs in Usa

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

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
7. 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.
8. 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.
9. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
10. 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

Who We Are

As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute.

Our culture and employee experience make it clear: We are powered by passion and purpose. Together, we're creating healthier communities and a cleaner planet, and our people are the driving force behind our success. At Constellation, you can build a fulfilling career with opportunities to learn, grow and make an impact. By doing our best work and meeting new challenges, we can accomplish great things and help fight climate change. Join us to lead the clean energy future.

Total Rewards

Constellation offers a wide range of benefits and rewards to help our employees thrive professionally and personally. We provide competitive compensation and benefits that support both employees and their families, helping them prepare for the future. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program comprehensive medical, dental and vision benefits, including a robust wellness program paid time off for vacation, holidays, and sick days and much more.

Expected salary range of $126,000 to $140,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).

Primary Purpose of Position

Responsible for the direction, assignment, and coordination of Turbine Floor Outage Execution to support safe, reliable, and efficient outage activities consistent with Constellation and Clean Energy Center (CEC) goals. Enforce at all times procedure use and adherence, Human Performance (HU) fundamentals, Technical Human Performance (THU) techniques, and provide coaching and mentoring as necessary to achieve continuous improvement.

Primary Duties and Accountabilities

• Effectively direct turbine floor personnel to assure all assigned maintenance activities are performed safely and effectively, by qualified workers, and in accordance with procedures and schedules.
• Participate in various aspects of work control coordination, scheduling, and engineering meetings involving online and refuel outage activities, to ensure that work is properly assigned, planned and ready to execute.
• Effectively communicate and address CEC and personnel issues to the appropriate levels of Outage Services & Alliances (OS&A) and CEC management. Foster open communications and collaboration between all organizations internal and external to OS&A.
• Oversee project activities of multidisciplinary team regarding turbine generator disassembly and reassembly, coordination of turbine deck lay-down, mobilization of equipment and tooling as well as interfacing with management and specific contract personnel. Satisfy contractual obligations, meet project milestones, and optimize short-term and long-term company profit by effectively managing and facilitating resources.
• Understand, support, and administer all OS&A processes, such as the training program, surveillance program, procedure revisions, and Corrective Action Program (CAP) to ensure effective work practices. Identify and support improvement opportunities and development, implementation, and performance monitoring of all Business Goals and objectives.

Minimum Qualifications

• Bachelor's degree and 5 years of related experience OR
• Current or previous Senior Reactor Operator (SRO) license with 5 years of related experience OR
• Associate's degree with 7 years of related experience OR
• High school diploma/GED with 9 years of related experience
• Maintain minimum access requirement or unescorted access requirements, as applicable, and favorable medical examination and/or testing in accordance with position duties

Preferred Qualifications

Original Equipment Manufacturer (OEM) training as applies to discipline in reactor, turbine, or steam generator projects