Client Meaning In Marathi Jobs in Usa

21,886 positions found

Senior Client Advisor
✦ New
Salary not disclosed

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

  • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
  • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
  • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
  • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
  • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
  • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

  • Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
  • Experience: 10-15+ years in wealth management.
  • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
  • New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
  • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

  • A collaborative, supportive environment with a strong focus on client success.
  • Opportunities to work with an exclusive clientele and expand your professional network.
  • The ability to make a tangible impact on clients' long-term financial legacies.
Not Specified
Client Success Executive, Group Health Insurance
Salary not disclosed
Bergen County, NJ 3 days ago

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access


The Opportunity

  • True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
  • This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
  • Your responsibility begins once the client is live and continues through the life of the account.
  • You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
  • This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.


What You’ll Do

  • Serve as the primary post-sale point of contact for assigned employer clients
  • Partner closely with ADP HRBPs supporting clients at their locations
  • Own the client relationship with a focus on:
  • Retention and renewals
  • Service quality and escalation management
  • Proactive issue identification and resolution
  • Manage benefit changes, ongoing service needs, and carrier coordination
  • Identify and address at-risk accounts before issues escalate
  • Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office


What We’re Looking For

  • 5–10+ years of experience in employee benefits account management, client success, or post-sale service
  • Strong, hands-on knowledge of group health insurance (small group experience preferred)
  • Proven ability to own client relationships independently
  • Comfortable in a field-based, client-facing role
  • Experience working with PEO, HCM, or employer-facing environments is a plus
  • Life & Health license (or ability to obtain within 90 days)


What This Role Is Not

  • No prospecting
  • No sales quotas
  • No people management


This role is about judgment, accountability, and follow-through.


Why True Benefit & Amwins

  • True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
  • Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits

    • Base salary: $135,000–$160,000
    • Target 30% bonus
    • Immediate, comprehensive benefits (no waiting periods)
    • Generous and flexible PTO
    • Long-term growth potential


    If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

Not Specified
RCM Client Billing Manager
Salary not disclosed
Gilbert, AZ 3 days ago

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.


Key Responsibilities

Client Billing & Revenue Management

  • Oversee client billing in accordance with contractual terms.
  • Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
  • Monitor accounts receivable and follow up on outstanding patient balances.
  • Reconcile revenue reports and validate billing data for accuracy and completeness.
  • Manage month-end close processes related to client billing.

Client Relationship Management

  • Serve as primary point of contact for client billing inquiries and issue resolution.
  • Partner with clients to review statements, payment trends, and revenue performance.
  • Conduct regular billing review meetings with clients as needed.
  • Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

  • Ability to create and interpret data analytics and reporting.
  • Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
  • Identify discrepancies and implement corrective actions.
  • Provide executive-level reporting to leadership.

Compliance & Process Improvement

  • Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
  • Develop and maintain billing policies and procedures.
  • Identify automation opportunities and workflow efficiencies.
  • Support audits and documentation requests.

Team Leadership

  • Supervise billing staff.
  • Provide training, performance management, and professional development.
  • Foster a culture of accountability, accuracy, and continuous improvement.


Qualifications

Education

  • Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).


Experience

  • 5+ years of progressive experience in Revenue Cycle Management.
  • 3+ year prior supervisory or management experience preferred.
  • Experience with physician services billing strongly preferred.


Skills & Competencies

  • Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
  • Exceptional Excel knowledge base and skill set required, including pivot tables.
  • Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
  • Excellent leadership, communication, and problem solving skills
  • Excellent analytical and problem-solving skills.
  • Strong client-facing communication skills.
  • High attention to detail and organizational skills.


Preferred Qualifications

  • Experience in multi-state healthcare organizations.
  • CPA, HFMA certification, or related credential preferred.
  • Knowledge of value-based care or risk-based contracts is a plus.
Not Specified
J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
🏢 Chase
Salary not disclosed
Minneapolis, MN 2 days ago
Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
Client Service Associate
Salary not disclosed
Dubuque, IA 2 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.

As a Client Service Associate (CSA), you will:

Client Relationship Management:


  • Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  • Maintain and update client records in Salesforce
  • Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  • Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.


Operational Support:


  • Process account openings, transfers, and maintenance requests.
  • Assist with money movements, including wires, ACH transfers, journals, and check requests.
  • Ensure compliance with firm policies and regulatory requirements.


Advisor Support:


  • Prepare reports, presentations, and documentation to support client reviews and financial planning.
  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  • Monitor and track client service activities to ensure timely completion.
  • Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.


Administrative Duties:


  • Manage advisor(s) calendars and schedule meetings.
  • Handle incoming calls, emails, and correspondence professionally and promptly.
  • Process and submit paperwork, checks, and securities in a timely manner, following to completion.


General Duties:


  • Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  • Maintain internal client file integrity.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
  • 1-3 years of administrative experience.
  • Experience in the investment industry is preferred.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
Luxury Client Service Advisor
Salary not disclosed

Our client, a luxury fashion brand, is seeking a Luxury Client Service Advisor to join their office in Central New Jersey. Candidates should have a passion for client service, and experience engaging with clients remotely. In this role, you’ll create exceptional experiences for clients, build lasting relationships, and inspire brand loyalty while driving business results.


Job Responsibilities

  • Deliver an elevated client experience through warm, professional, and personalized service
  • Provide full-spectrum customer support via email and phone
  • Facilitate online sales, deliveries, returns, and provide timely information to clients
  • Coordinate with physical stores to ensure optimal customer experience
  • Additional duties as needed and assigned


Role Qualifications

  • 3+ years of experience in luxury brands or client-facing roles
  • High school diploma or equivalent
  • Strong communication skills and ability to connect with individuals quickly and meaningfully
  • Team-oriented mindset with excellent problem-solving and multitasking abilities
  • Flexible schedule, including evenings, weekends, and holidays
  • Foreign language skills are a plus


Salary: $30/hr


The description above is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, and qualifications required.


While PCG appreciates all applicants, only those qualified will be contacted. Thank you for your application. We look forward to hearing from you!


If you believe you are a great candidate for this position, and the salary listed does not meet your expectations, we would still love to speak to you! PCG, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. PCG and our clients may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. This role may also be eligible for additional compensation including incentive pay, discretionary bonuses, and a comprehensive benefits package, details of which will be provided during the hiring process.


Pyramid Consulting Group, LLC is an Equal Opportunity Employer that takes pride in a diverse environment. We provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, marital or veteran status, disability, genetic information, or any other protected status under applicable law.


We will provide reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation during the application or hiring process, please contact


For positions subject to “Fair Chance” laws (including but not limited to California, Colorado, New York City, Los Angeles, and other jurisdictions), PCG will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.


Please refer to our website: for access to our Right to Work and E-Verify.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
Salary not disclosed
Brea, CA 2 days ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA
✦ New
🏢 JPMorgan Chase
Salary not disclosed
Redmond, WA 1 day ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

  • At least 2 years in a financial advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
Bilingual Client Relations Associate
✦ New
Salary not disclosed
Atlanta, Georgia 1 day ago

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

  • Direct the activities of the reception area of immigration law firm.
  • Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
  • Analyze & resolve client concerns in a timely manner.
  • Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
  • Answer and transfer incoming calls for all phone lines.
  • Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
  • Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
  • Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
  • Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
  • Follow up with clients to ensure they understand the legal retainer process.
  • Process clients' payments for IC appointments, new legal processes, and related legal services.
  • Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
  • Maintain cleanliness and organization of all conference rooms, as needed
  • Train newly hired staff regarding front desk duties.

Non-Essential Functions:

  • Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

  • Must be able to lift 35 pounds;
  • Must be able to stand or sit for long periods of time
Not Specified
Business & Client Experience Coordinator
✦ New
Salary not disclosed
Atlanta, GA 1 day ago

WHO WE ARE


At Bedrock Homes, we build luxury custom homes and small communities across Sandy Springs and Metro Atlanta — and we take pride in every detail, from the land we acquire to the moment a family gets their keys. With over a decade of experience, we've built a reputation for exceptional craftsmanship, integrity, and a client experience that's genuinely different.


We're not just builders — we're creators of dream homes. Our team is small, tight-knit, and operates at a high level. Family-oriented and collaborative, but fast-moving and ambitious. We hold ourselves to a standard that shows up in everything we do.


We're growing, and we're looking for someone who wants to grow with us.


This role is designed for someone early in their career who is eager to learn, take ownership, and grow into more responsibility over time.


Learn more at ROLE


This is not a sit-at-a-desk-and-file-things job. This is a high-energy, high-variety, do-whatever-it-takes role that sits at the center of everything we do.


You'll be the connective tissue of the organization — supporting our CEO and Operations lead, keeping projects moving, and making Bedrock look, feel, and operate like the premium brand it is.


At Bedrock, experience is everything. This role owns it — from the energy in our office every morning to the moment a client signs a contract. One day you're coordinating a permit application. The next you're putting together a closing gift for a family moving into their dream home. Then you're pulling content for Instagram, chasing down a vendor insurance certificate, and making sure the office is perfect before a client walks in — all before lunch.


Sound like your kind of day? Keep reading.


WHAT YOU'LL DO


Client & Sales Support

•    Manage inbound client and realtor inquiries — respond promptly, keep the pipeline warm, coordinate next steps

•    Maintain our CRM — log every touchpoint, track where every prospect stands, flag what needs attention

•    Prepare sales contracts, presentation packets, and client-facing documents

•    Coordinate with our realtor network — follow-ups, relationship touches, event support

•    Execute client experience moments: closing gifts, milestone touchpoints, welcome packages, and making sure the office is spotless when a client walks in


Marketing & Brand

•    Coordinate our social media presence — gather content from the field, brief our designers, keep the cadence going (you're the executor, not the agency)

•    Coordinate brand touchpoints: company swag, collateral, signage, and branded materials — working with vendors and designers to make it happen

•    Support new hire onboarding — paperwork, first-day setup, making people feel welcome from Day 1

•    Help coordinate marketing campaigns, email outreach, and business development initiatives


Culture & Client Experience

•    Coordinate the employee experience — team lunches, retreats, birthdays, work anniversaries, events, and the kind of small touches that make people proud to work here

•    Keep the office environment sharp — well-stocked, well-organized, and reflective of the premium brand we are

•    Orchestrate client-facing moments during the sales process — office presentation, arrival experience, materials, and atmosphere that make a strong first impression

•    Coordinate closing gifts, build milestone touchpoints, and ensure every client feels remembered and valued throughout their journey with Bedrock

•    Be the person who notices the details others miss — because at Bedrock, the details are the difference


Operations & Administrative Support

•    Coordinate vendor onboarding paperwork — W9s, insurance certificates, contracts, and vendor files

•    Assist with and Coordinate permit applications, architect follow-ups, and city correspondence — make sure nothing sits idle

•    Manage CEO calendar, travel logistics, and meeting preparation

•    Prepare internal presentations, reports, and documents for leadership

•    Handle HR administrative support — onboarding docs, employee files, basic people ops

•    Keep the office running: supplies, facilities, and ensuring the space always reflects our brand

•    Track open items across departments and follow through until things are done


WHO YOU ARE


You don't need a perfectly defined job description to function. You notice what needs to get done and you go do it.


•    2–4 years of experience in a coordinator, operations, real estate, events, or executive support role

•    Warm, professional, and client-presentable — you'll interact with people buying $1M+ homes

•    Naturally organized — you track things without being asked and close loops without reminders

•    Social media native — you understand content, brand aesthetics, and what makes something worth posting

•    Tech comfortable — CRM systems, Google Workspace, project management tools, and Canva-level creative coordination don't scare you

•    High energy and genuinely excited to learn — construction, development, permitting, design, finance... you're curious about all of it

•    Detail-oriented AND big-picture aware — you can draft a polished client email and then go chase a permit application in the same afternoon


This position requires working in-office in Dunwoody five days per week.

•    A self-starter with a good attitude — the kind of person who asks "what else can I help with?" not "is this in my job description?"


WHAT MAKES THIS DIFFERENT


Most coordinator jobs are narrow. This one is wide.


You'll sit close to a leadership team that moves fast and holds itself to a high standard. You'll touch every part of the business — construction, design, sales, marketing, and operations — and you'll build real skills across all of it.


If you're good, this role grows with you. We promote from within and invest in people who show up consistently and take ownership. Whether that's into sales coordination, marketing, or operations — there's a path here for the right person.


HOW TO APPLY


Send us three things:


•    Your resume

•    Two or three sentences on why this role is the right fit for where you are right now

•    One example of a time you had to juggle competing priorities and keep everything from falling apart — keep it brief and real


We're not looking for the most experienced person in the room. We're looking for the sharpest, most energetic, most reliable person who's ready to be part of something they're proud of.



WHY JOIN BEDROCK HOMES


•    Competitive salary based on experience

•    Comprehensive health, dental, and vision insurance

•    401(k) with matching contributions

•    Paid time off and holidays

•    Professional development and career growth opportunities

•    A collaborative, high-energy, and fast-paced work environment

•    Real responsibility from Day 1 — not just tasks, but ownership of things that matter


EQUAL OPPORTUNITY EMPLOYER


  • Bedrock Homes is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, genetic information, military status, or any other protected characteristic under federal, state, or local law.
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