Client Meaning Jobs in Usa

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

About the Job

Hello, potential PriceSmart candidate. We’re on a mission to hire the very best, and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours! We are looking for an Associate Director, Client Services to provide strategic leadership for the Client Services function, setting vision, priorities, and operational standards while guiding Project Managers who serve as trusted advisors and primary points of contact for internal clients. This role partners at a senior level with business unit leaders to shape and govern the strategic calendar, ensuring enterprise-wide alignment with corporate objectives and long-term priorities. The Associate Director acts as a central integrator and executive liaison among key stakeholders, driving the successful planning and execution of high-impact projects and campaigns, ensuring adherence to brand standards, optimizing resources, and balancing organizational goals with evolving internal stakeholder needs.

What's unique about this job (What you’ll do)

• Provide strategic oversight and leadership to the Project Managers who act as the primary point of contact for internal clients.
• Guide Project Managers in understanding client needs and ensuring strategies are developed to meet and exceed business objectives.
• Collaborate with all business units to maintain and continuously update the strategic calendar, ensuring alignment with corporate goals and priorities.
• Oversee the planning and management of marketing and communications projects, ensuring effective coordination with the Creative Team and other key stakeholders.
• Ensure timely and successful delivery of creative assets, campaigns, and other marketing initiatives in adherence with Corporate and Brand Guidelines.
• Communicate progress, risks, and key milestones of relevant initiatives.
• Foster strong, collaborative relationships across the organization to support seamless execution of projects and strategic initiatives.

Bring your passion and expertise (Who you are)

• Degree in Marketing, Business Administration or related field.
• Minimum 10 years of professional work experience in managing projects, ideally within a marketing or communications agency.
• Strong project management skills and experience, including managing internal stakeholders and multiple projects simultaneously.
• Ability to communicate effectively, demonstrate teamwork and provide leadership.
• Ability to manage multiple projects on tight deadlines.
• Demonstrated ability to use data to produce reports and powerful presentations to clients and other stakeholders.
• Team player and the ability to integrate with diverse departments.
• Proficient in English and/or Spanish languages (verbal and written).
• Proficient in MS Office Suite and Project Management Software (JIRA, DOMO, Insider, or similar)

Some important intangibles

You feel connected to our mission and values: Integrity, Respect, Accountability, Passion, Community and Continuous Improvement

You are a self-starter who doesn’t need direct supervision to motivate you for success

You enjoy sharing your quirkiness and talents with your coworkers

Enjoy working hard

Full of energy for the things one sees as challenging

The ability to remain calm when dealing with unforeseen constraints.

The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.

Benefits & Perks – We take care of our people

We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:

Beyond competitive pay

Medical, Dental and Vision plans

401K Contributions

Life Insurance

LTD

PriceSmart Membership Card

Calm Meditation App

Fun events

Employee recognition

Supportive, nurturing environment with many opportunities for learning and growth

...and more!

Our Commitment

We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.

Get to know us

PriceSmart was founded with a purpose: to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.

Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.

At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren’t responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door every day, wherever that door may be, in any of our 13 countries.

COMPANY PROFILE

Prolink is a premier workforce solutions organization, fulfilling comprehensive staffing, technology, culture, data, and talent experience needs throughout the United States. As a people-centric and results-driven business, we strive to provide a world-class experience to every member of the Prolink Family — our clients, external talent, and internal team. We are committed to intentional connectivity and an energy-positive culture to ensure every member of the Prolink Family has the opportunity to succeed personally, professionally, and financially today and tomorrow.

JOB SUMMARY

The Client Relationship Manager (CRM) position is within Prolink’s Operations and Sales departments and partners with key stakeholders to manage client fulfillment, retention, and growth by providing a world class experience to direct local, direct national, or VMS account(s).

RESPONSIBILITIES

• Act as a liaison between each account and internal stakeholders to ensure high levels of client satisfaction
• Retain and grow volume within existing accounts
• Provide support to set fulfillment team goals
• Perform simple financial calculations and implement simple cost-saving strategies
• Seek support to conduct basic competitor research and analysis
• Coordinate client QBRs and internal client meetings
• Achieve performance targets for a portfolio size up to $100 million with up to 100 Talent on Assignment (TOA) as defined through weekly, monthly, quarterly, and annual metrics
• Perform other related duties as assigned

REQUIREMENTS

• Willing and able to travel as needed
• 2+ years of experience in staffing industry
• Knowledge of staffing industry business models and trends
• Basic understanding of financial management, workforce solutions, and data-driven decision-making
• Excellent communication, relationship building, and customer service skills
• Able to learn new concepts and effectively apply them
• Able to work with others to solve problems
• Able to be flexible and adaptable to meet tight deadlines, deliver results, and quickly pivot based on shifting priorities in a fast-paced work environment
• Able to use a variety of business or technical programs to complete tasks
• High level of integrity, motivation, accountability, perseverance, and alignment with Prolink’s values

PREFERENCES

• Sales or account management experience
• Familiarity with vendor management and applicant tracking systems

Candidates with additional and relevant experience, education, licensing, or certification beyond the role’s requirements and/or specific to the nature of Prolink’s business will be given additional consideration in the candidate selection process. If all minimum requirements are met, candidates with unique and/or diverse qualifications will also be given additional consideration.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by federal, state, or local law.

Position Summary:

The Manager of Client Services and Community Outreach at Entrusted Hearts Home Care leads efforts to ensure exceptional client care while driving growth through community engagement. This role oversees daily office operations, develops and maintains key referral relationships, executes marketing initiatives, and fosters client acquisition, satisfaction, and retention. The ideal candidate is self-motivated, relationship-focused, and passionate about making a meaningful impact in home care.

Entrusted Hearts Home Care, a division of Baptist Village Communities, is a growing private duty home care agency serving Owasso and the surrounding areas, committed to providing compassionate, high-quality care. We’re seeking someone who is passionate about connecting with the community, building strong relationships, and helping families access the care they need. If you thrive in a dynamic environment, love engaging with people, and want to make a meaningful impact every day, this is the role for you.

Key Responsibilities:

• Manage efficiently while ensuring high-quality care and exceptional customer service.
• Oversee daily operations of the office in alignment with the organization’s mission, vision, and core values.
• Execute the Home and Community-Based Services (HCBS) strategic marketing plan to achieve growth goals and objectives.
• Position Entrusted Hearts Home Care (EH) as a leader in HCBS within its service area; expanding service opportunities as a result of increasing brand awareness, extending outreach, and generating referrals.
• Focus on client acquisition, satisfaction, and retention.
• Engage with the local community by participating in events and collaborating with organizations and professionals that serve our target audience through community marketing efforts.
• Develop trusted relationships with church and not-for-profit senior living community leaders.
• Cultivate partnerships/relationships with key referral sources with a minimum of 20 in-person visits per month.
• Maintain a detailed marketing and activity log.
• Establish and follow an inquiry process that ensures timely responses, confidence in the organization, and a high inquiry conversion rate.
• Review inquiries to determine next steps and action items.
• Conduct case conferences to ensure client needs are being met.
• Participate in quarterly reviews with the EH Director to evaluate progress toward performance metrics.
• Perform other tasks as assigned by the EH Director.

Qualifications

• Must be self-motivated and able to work independently
• Must possess strong interpersonal skills, the capability of relating to various people and personalities, and must maintain a professional appearance.
• Must demonstrate the ability to hire, direct, and manage personnel.
• Must possess strong organizational and time-management skills.
• Must have a valid Driver's License.
• Must pass a background screening.

Working Requirements

• Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately to meet the position requirements.
• Must be able to bend, stretch, reach, lift, or move up to 25 pounds at a time, turn, and walk. Occasionally lift/move up to 50 pounds.

Benefits

• 403B Retirement savings plan
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Paid personal time off
• Referral bonus program
• Tuition reimbursement
• Vision insurance

Interested applicants can apply on our website at

Day-to-Day

As a Senior Associate- Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and clients to drive exceptional service and high retention.

You’ll work closely with a mix of tenured and mid-level team members, with clear paths for development into Senior Account Manager or Team Lead roles.

Key responsibilities include:

• Set up and maintain client accounts, contacts, and policy information in EPIC and related systems throughout the renewal process.
• Coordinate loss runs, experience mods, endorsements, cancellations, and policy changes.
• Draft carrier submissions, prepare proposals, and assist with online portal quoting.
• Generate client letters (BORs, pre-renewal, proposal cover letters, etc.) using established templates.
• Organize and name documents in EPIC; create and assign activities to appropriate team members.
• Deliver audits, endorsements, certificates, and proofs of insurance.
• Assist with claims escalations and billing/payment questions.

REQUIRED SKILLS AND EXPERIENCE

• 3+ years of Commercial Property & Casualty insurance experience (commercial line)
• Proficiency with agency management systems (EPIC highly preferred)
• Ability to analyze coverage needs and support guaranteed-cost program designs

NICE TO HAVE SKILLS AND EXPERIENCE

• Active Property & Casualty Insurance License (must be able to obtain within 90 days)
• Experience working in a high-volume brokerage environment
• Familiarity with CSR24 or Indio
• Prior experience developing longer-term account strategies
• College degree (preferred but not required)
• Strong Excel skills (formulas, formatting, templates)

We are seeking an Administrative Specialist (Client File Management) to join our team.

Hourly Range: $16.50 - $18.50

This role is responsible for uploading documents, managing/auditing and entering data into the electronic management systems associated with Cornerstones of Care and the Kansas Department for Children and Families (DCF). This role requires strict standards of confidentiality, excellent communication, and customer service skills to manage a wide range of sensitive records and documents from diverse sources and stakeholders. As a member of the KS Foster Care team, you will work with other team members and report to our Administrative Manager.

WHAT YOU WILL DO:

• 
  
• Completes data entry and uploading of designated items into Department of Children & Families (DCF) and Cornerstones of Care electronic client management systems (i.e., Care Match & Avatar).
  
• Organizes and maintains youth files including client records, in accordance with agency/program standards, Department of Children & Families requirements, and other governing directives.
  
• Duties could include maintaining court calendar & court documents, tracking the acquisition of various records, and ensuring client files correctly contain all necessary documentation.
  
• Perform periodic client file audits according to both external and internal expectations laid out by Cornerstones of Care and the Department of Children and Families.
  

WHAT YOU WILL BRING:

Our ideal candidate will have 2 years of administrative, clerical, and/or quality assurance experience, in addition to familiarity with electronic medical record maintenance, and the following:

• 
  
• Bachelor's or Associate's degree in related field, preferred.
  
• Familiarity with Foster Care Case Management, preferred
  

REQUIREMENTS:

• 
  
• High school diploma or equivalent with 2 years of relevant experience.
  
• At least 21 years of age and pass background check, physical, and drug screening.
  
• A valid driver's license, proof of current vehicle insurance, and reliable transportation.
  

WHO WE ARE:

Cornerstones of Care is a mental and behavioral health nonprofit certified in trauma-informed care that provides evidence-based prevention, intervention, treatment, and support services to help children and families improve their safety and health by making positive changes in their lives. Each year, our team empowers children and families in Kansas, Missouri, and beyond through three key service areas:

• 
  
• Youth & Family Support - We help youth gain independence through social and living support programs while empowering families with the skills and resources they need to become resilient and successful.
  
• Foster Care & Adoption - We reunify and unite families while recruiting and providing support to foster parents and youth in foster care.
  
• Education & Community Trainings - We help students achieve academic success while giving educators the tools to create safe learning environments to improve their students' behaviors and offer innovative learning opportunities to build and improve knowledge in the community.
  

CORNERSTONES OF CARE'S ORGANIZATIONAL COMMITMENTS:

• 
  
• Nonviolence - helping to build safety skills and a commitment to a higher purpose.
  
• Emotional Intelligence - helping to teach emotional management skills.
  
• Social Learning - helping to build cognitive skills.
  
• Open Communication - helping to overcome barriers to healthy communication, learn conflict management.
  
• Democracy - helping to create civic skills of self-control, self-discipline, and administration of healthy authority.
  
• Social Responsibility - helping to rebuild social connection skills, establish healthy attachment relationships.
  
• Growth and Change - helping to work through loss and prepare for the future.
  

OUR WIDE STATEMENT:

At Cornerstones of Care, we commit to fostering a community where every individual, regardless of background or identity, feels deeply welcomed, valued, and empowered. We envision a diverse community where inclusion and welcoming are prioritized. A community where all voices are heard, listened to, and respected. A community where everyone's physical, emotional, social, and psychological needs are met. At Cornerstones of Care, we have a vision where equity is not just a goal but is present in all we do; every team member feels empowered to authentically contribute to their fullest potential. We hold a collective commitment to WIDE (welcoming, inclusion, diversity, and equity) that will drive us forward as a stronger organization.

OUR DIVERSITY STATEMENT:

• 
  
• We partner for safe and healthy communities.
  
• We cultivate a culture in which children, families, team members, volunteers, donors, and community partners feel welcomed, safe, respected, empowered, and celebrated.
  
• We value diversity of race, religion, color, age, sex, national origin or citizenship status, sexual orientation, gender identity and expression, geographical location, pregnancy, disability, neurodiversity, socio-economic, and military status.
  
• We stand for anti-racism, equity, and inclusivity.
  
• We insist and affirm that discrimination and violence have no place in safe and healthy communities, including in our organization.
  
• We strive toward a more welcoming, inclusive, diverse, and equitable organization through our policies, partnerships, and practices.
  

OUR BENEFITS:

Cornerstones of Care offers a competitive benefits package, which includes:

• 
  
• 9 Paid Holidays, Unlimited Paid Time Off, and Paid Sick Leave
  
• Team members who work at least 30 hours per week are eligible for
  
  • 
    
  • Health insurance benefits (medical, prescription, dental, vision)
    
  • Cafeteria plans (Health Savings Account (HSA) and Medical and Dependent Care Flexible Spending Accounts)
    
  • Ancillary insurance benefits (accident insurance, critical illness insurance, hospital indemnity insurance, short-term disability insurance, voluntary life)
    
  • Cornerstones of Care provides long-term disability insurance and basic term life/AD&D insurance at no cost to the team member
    
  
  
  
• Retirement savings plan (401K) with employer match
  
• Pet Insurance
  
• Employee assistance program (EAP)
  
• Tuition reimbursement program
  
• Public Service Loan Forgiveness.
  
• To view more information on our benefits, please visit our Job Openings page at Join Our Team - Cornerstones of Care to download the current benefits guide.
  

Questions?

Please contact: Cornerstones of Care, People Experience Team

8150 Wornall Rd., Kansas City, MO 64114

Phone: Fax:

Like us on Facebook at: cornerstonescareers

Cornerstones of Care is an Equal Opportunity Employer

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser
- Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more.

You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.

This is an in-office job located in Plano, TX.

The Day-to-Day:Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:This role offers uncapped performance-based compensationWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

About Ascendco Health:

Hospitals today are under greater pressure to optimize health performance than ever before, and balancing patients’ physical health with hospitals’ financial health is stressing the system. Ascendco Health is an emerging health tech company that uses a unique blend of data, software, and analytics to digitally transform the way surgical devices are purchased and managed. Fueled by collaboration and inspired by innovation, we take pride in challenging the status quo with energy that accelerates results and enhances patient safety and surgical efficiency.

Job Description:

The Client Success Manager is responsible for working alongside surgical leadership and performance teams to identify the client’s highest-value opportunities, address their most critical challenges, and accelerate the change management required to transform their facility’s existing program. The CSM will proactively educate and inform clients through business intelligence to guide the direction of a project and ensure a successful implementation of key improvement initiatives.

This role allows you to operate at the very center of clinical workflow and provides an unparalleled opportunity to hone and diversify your skill set, advance your career, and shape the future of healthcare. We welcome extremely detail-oriented, creative individuals who enjoy working with others and want to contribute to the growth of a cutting-edge health tech company.

Key Responsibilities:

• Drive quality improvements across projects and processes
• Customer relationship management
• Communicate and support advanced analytics
• Oversee and support data collection plans
• Supports software training and implementation
• Helps design training curriculums and project management templates
• Act as a liaison between internal analytics and data teams and the client
• Interpret, analyze, and communicate data and informatics

Requirements:

• Bachelor’s degree in Business, Healthcare, Economics, Science or related field
• A minimum of 3-year experience in Healthcare. Specialization in implementation, education and/or training preferred
• Strong business analysis and functional experience, including requirements gathering, creating/deploying solutions to end users
• Strong attention to detail and excellent problem-solving skills with a demonstrated ability to self-motivate and follow through on projects.
• Highly organized, have multi-tasking skills, and efficient in ambiguous situations.
• Willing to travel and work on client sites. Travel requirement is up to 40%
• Team player, open, pleasure to work with and positive in a group dynamic
• Driven, hard-working, entrepreneurial, proactive and productive
• Work remotely and in shared tech space

Travel and Onsite Expectations

• ~40% Travel
• In-person at Chicago Office; 3 days in office per week while not traveling

Operations & Client Experience Manager- Lead a new location | $60K base + performance incentives | $90K+ OTE

Bay View Shade & Blind | Cottage Grove (Madison Area)

Bay View Shade & Blind has been helping people live in comfort, style, and peace since 1926. What started in Milwaukee’s Bay View neighborhood has grown across three generations — built on quality, integrity, and doing right by the customer.

Now, we’re opening a new location in Cottage Grove, and we’re looking for the right person to launch it, lead it, and make it exceptional.

This is not a back-office role. This is a leadership position for someone who loves people, thrives on organization, and knows how to turn great service into strong results.

Compensation

• Base salary starting at $60,000
• Performance-based bonus with strong upside
• On-target earnings of $92,000+
• Bonus scales with location performance — strong results earn more

The Role

As the Operations & Client Experience Manager, you are the day-to-day leader of our Cottage Grove showroom.

You own the customer experience from the moment someone reaches out — through design, installation, and follow-up. You keep operations tight, communication clear, and the team aligned. You set the tone, the pace, and the standard.

You’ll work closely with:

• Design Consultants
• Installers
• Vendors
• Bay View Shade & Blind headquarters

…and you’ll be trusted to run the location with professionalism, urgency, and care.

What You’ll Be Responsible For

Creating a Premium Client Experience

• Welcome and assist walk-in customers and showroom appointments
• Ensure every interaction feels warm, professional, and on-brand
• Maintain a clean, organized, inspiring showroom
• Ensure customers feel informed, cared for, and confident

Sales Support & Lead Management

• Respond quickly to phone, email, and web inquiries
• Qualify leads and schedule in-home consultations
• Follow up on warm leads, past clients, and missed opportunities
• Provide feedback on lead quality and local performance

Scheduling & Operations

• Coordinate installations, service calls, and repairs
• Confirm appointments and ensure payment readiness
• Track orders, timelines, and customer files accurately
• Communicate changes clearly with customers and internal teams
• Coordinate remakes and resolve issues proactively

Leadership & Accountability

• Lead and support a small team (2–3 employees)
• Set expectations for professionalism, urgency, and follow-through
• Handle challenges calmly and solution-focused
• Act as the face of Bay View Shade & Blind in the local community

What Success Looks Like

• Customers leave reviews saying, “That was easy — and impressive.”
• Schedules run smoothly with minimal errors
• Leads are handled promptly and professionally
• Revenue and margin goals are consistently pursued
• The showroom reflects pride, order, and care
• The team knows what “great” looks like — because you model it

What We’re Looking For

• 2+ years of experience in operations, showroom management, inside sales, or customer service
• Experience managing people and sales support
• Strong organizational and computer skills (CRM, scheduling tools, spreadsheets)
• Confidence working independently and juggling multiple priorities
• Clear communicator who stays calm under pressure

Experience That Will Help You Succeed

• Experience in home services, remodeling, interior design, or luxury retail
• Experience coordinating installations or field teams
• Prior leadership or team lead experience

Why This Role Is Different

• You’re not maintaining something — you’re building it
• You’ll have real ownership and visibility
• You’ll work for a values-driven, family-owned company
• Your impact will be felt immediately — by customers and teammates

If you’re ready to lead, organize, and create standout experiences — we’d love to meet you.

Apply today and help launch the next chapter of Bay View Shade & Blind.

Bay View Shade & Blind | Milwaukee Blinds, Shades & Curtains

Operations & Client Experience Manager- Lead a new location | $60K base + performance incentives | $90K+ OTE

Bay View Shade & Blind | Cottage Grove (Madison Area)

Bay View Shade & Blind has been helping people live in comfort, style, and peace since 1926. What started in Milwaukee’s Bay View neighborhood has grown across three generations — built on quality, integrity, and doing right by the customer.

Now, we’re opening a new location in Cottage Grove, and we’re looking for the right person to launch it, lead it, and make it exceptional.

This is not a back-office role. This is a leadership position for someone who loves people, thrives on organization, and knows how to turn great service into strong results.

Compensation

• Base salary starting at $60,000
• Performance-based bonus with strong upside
• On-target earnings of $92,000+
• Bonus scales with location performance — strong results earn more

The Role

As the Operations & Client Experience Manager, you are the day-to-day leader of our Cottage Grove showroom.

You own the customer experience from the moment someone reaches out — through design, installation, and follow-up. You keep operations tight, communication clear, and the team aligned. You set the tone, the pace, and the standard.

You’ll work closely with:

• Design Consultants
• Installers
• Vendors
• Bay View Shade & Blind headquarters

…and you’ll be trusted to run the location with professionalism, urgency, and care.

What You’ll Be Responsible For

Creating a Premium Client Experience

• Welcome and assist walk-in customers and showroom appointments
• Ensure every interaction feels warm, professional, and on-brand
• Maintain a clean, organized, inspiring showroom
• Ensure customers feel informed, cared for, and confident

Sales Support & Lead Management

• Respond quickly to phone, email, and web inquiries
• Qualify leads and schedule in-home consultations
• Follow up on warm leads, past clients, and missed opportunities
• Provide feedback on lead quality and local performance

Scheduling & Operations

• Coordinate installations, service calls, and repairs
• Confirm appointments and ensure payment readiness
• Track orders, timelines, and customer files accurately
• Communicate changes clearly with customers and internal teams
• Coordinate remakes and resolve issues proactively

Leadership & Accountability

• Lead and support a small team (2–3 employees)
• Set expectations for professionalism, urgency, and follow-through
• Handle challenges calmly and solution-focused
• Act as the face of Bay View Shade & Blind in the local community

What Success Looks Like

• Customers leave reviews saying, “That was easy — and impressive.”
• Schedules run smoothly with minimal errors
• Leads are handled promptly and professionally
• Revenue and margin goals are consistently pursued
• The showroom reflects pride, order, and care
• The team knows what “great” looks like — because you model it

What We’re Looking For

• 2+ years of experience in operations, showroom management, inside sales, or customer service
• Experience managing people and sales support
• Strong organizational and computer skills (CRM, scheduling tools, spreadsheets)
• Confidence working independently and juggling multiple priorities
• Clear communicator who stays calm under pressure

Experience That Will Help You Succeed

• Experience in home services, remodeling, interior design, or luxury retail
• Experience coordinating installations or field teams
• Prior leadership or team lead experience

Why This Role Is Different

• You’re not maintaining something — you’re building it
• You’ll have real ownership and visibility
• You’ll work for a values-driven, family-owned company
• Your impact will be felt immediately — by customers and teammates

This role may not be the right fit if:

• You’re happiest in roles with a very narrow or highly specialized focus
• (This position spans customer experience, operations, and team leadership.)
• You prefer to work primarily behind the scenes rather than engaging with customers and teammates throughout the day
• You’re looking for a position with limited decision-making or responsibility
• (This role offers meaningful ownership and autonomy.)
• You’re most comfortable when schedules, priorities, and workflows stay predictable
• (Launching and running a new location requires flexibility.)
• You prefer not to be involved in sales support, follow-up, or performance tracking
• You’re seeking a role where systems and processes are already fully built
• (This opportunity involves helping shape and refine them.)

If you’re ready to lead, organize, and create standout experiences — we’d love to meet you.

 Apply today and help launch the next chapter of Bay View Shade & Blind.

SUMMARY:

MMA is looking for administrative support to help organize, manage, and deliver our client facing employee benefit materials within the Communications Center of Excellence (COE). Team members

must excel at time management, written and verbal communication in a technical environment. Candidates should consistently demonstrate a positive, professional and enthusiastic image, and be willing to adapt and embrace change involved with process workflows. Phenomenal interpersonal communication, collaboration, organization, and time management skills are

necessary for the role. A desire to support a growing team, while learning the process and industry.

Enthusiasm and positive attitude, along with attention to detail, will help build trust of colleagues and ensure the Communications COE’s success.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Process new project submissions – create timelines, schedule management, and set up archives

• Collaborate with Comms COE team via phone or webinar to confirm meetings, gather details, and special

projects

• Interact with internal colleagues to educate client service teams on Comms COE capabilities

• Foster and build relationships with internal teams and Comms COE colleagues

• Quality assurance – spot checking, conducting audits, and minor edits to material

• Project status tracking/reporting

• Complete print requests

• Conduct daily backup of database

• Send client satisfaction surveys

• Assist with building audio library and preparations of OE Brainshark recordings

• With training, be available to assist with bi-lingual OE presentations (virtual or in-person)

REQUIREMENTS:

• Desire, initiative, and flexibility to handle multiple requests at once while working independently

• Accountable, responsible, and consistent; able to thrive in a team environment

• Solid understanding of MS Office is a must; InDesign and photo-editing software is a plus

• Excellent communication (oral and written) and presentation skills

• Outstanding organizational and planning abilities

• Strict attention to detail

• BS/BA or comparable work experience preferred

• Spanish reading, writing and speaking ability is a plus

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our

colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits

and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career

mobility, employee network groups, volunteer opportunities, and other programs. For more information

about our company, please visit us at:

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below:

· You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters –

o Drafting and implementing robust estate plans tailored to each client's financial and personal objectives;

o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth;

o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and

o Working closely with clients' broader advisory team (financial planners, accountants) and alongside the firm's tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates.

· With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals.

· This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance).

· Elevation typically occurs in the 10th year of practice.

· Cravath-scale salary.

· Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice).

*Current experience as a trust & estate associate at an AmLaw firm is required*

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

• 
  
• Accurately post all incoming cash to the correct client accounts and invoices based on remittances provided.
  
• Ensure all cash is processed and posted within the same business day.
  
• Verify that all invoices have appropriate backup documentation and seek clarification on any discrepancies.
  
• Follow up with internal teams to resolve missing or incorrect information.
  
• Research, reconcile, and analyze all data received to ensure financial accuracy and compliance with company standards.
  
• Maintain consistency and accuracy in accounting and financial transactions, adhering to internal controls and policies.
  
• Monitor for and help identify potential fraudulent activity during verification processes.
  

• 
  
• Minimum 2 years of Accounts Receivable experience (high-volume cash application experience preferred).
  
• High school diploma required
  
• Strong understanding of accounting principles, particularly in accounts receivable processes.
  
• Proven ability to manage a high volume of payments efficiently and accurately.
  
• Proficient in Microsoft Excel and other accounting systems/software.
  
• Excellent verbal and written communication skills.
  
• Strong analytical, organizational, and time management skills.
  
• Detail-oriented, customer-focused, and able to work under pressure with minimal supervision.
  

• 
  
• High school diploma required.
  

AMS Industries, Inc. is a Mechanical contracting firm serving the commercial, industrial, refrigeration, fire protection and nuclear industries (PMT). With nearly 60 years of existence, AMS is a multi-disciplined and multi-market MEP contractor with more than 1,000 employees. We strive to meet our commitments to clients, develop our people and help improve communities.

Located in our beautiful Woodridge, IL facility and reporting to the Director of Client Services, the HVAC Client Manager will identify and acquire new customers to secure profitable HVAC service and maintenance agreements. You will excel at building and maintaining positive relationships with customers from first contact to closing the deal.

Responsibilities:

• Drive new sales for the company in a professional manner consistent with the company’s integrity and customer-care standards.
• Develop and execute sales plans to meet sales goals.
• Initiate and build trusting relationships with potential customers, respond to their needs and identify solutions, generate quotes and close orders.
• Develop, estimate, present and secure service maintenance agreements on equipment, controls, and systems.
• Create and submit estimates of work for service repairs and small projects.
• Manage service contracts, service calls, change-orders and submittals for small projects.
• Be responsive to customers’ needs and work with other AMS disciplines to provide a complete pack of services to our customers.

Qualifications:

• College degree or equivalent work experience in the Mechanical or construction industry.
• 5 to 10 years of HVAC industry sales experience.
• Extensive sales experience with proven successful relationship building and selling service contracts and repeat business, strongly preferred experience in HVAC service or related industry.
• Ability to communicate effectively both verbally and written to varied levels of audiences.
• Ability to work independently, a self-starter who is both goal-oriented and customer-oriented.
• Demonstrated competency in closing deals through effective negotiations.

Design Studio Receptionist

Location: Cupertino, CA (On-Site)

Pay: $28–$30/hr

Schedule: Monday–Friday, Normal Business Hours

Contract Length: 12 months (with strong potential for extension based on performance)

Compensation

You'll earn $28–$30/hour in a stable, full-time Monday through Friday schedule — no nights, no weekends. This is a 12-month contract with a well-established track record of renewals for strong performers, giving you long-term stability at one of the most recognized technology companies in the world.

About This Role

You'll be the first impression and daily heartbeat of a world-class creative studio inside one of the biggest names in global technology. This is a front-of-house role where hospitality, organization, and professionalism come together in a beautifully designed workspace surrounded by some of the most talented creative and entertainment professionals in the industry.

What You'll Do

You'll own the day-to-day rhythm of the studio, making sure every shared space is polished, stocked, and presentation-ready. You'll greet employees, guests, and vendors with warmth and discretion while providing hands-on administrative support to leadership. Your responsibilities will include coordinating deliveries, managing supply inventory across kitchens and common areas, supporting studio events and catering logistics, and partnering with operations, facilities, and security teams to keep everything running seamlessly. Every interaction you have will reflect the standard of excellence this company is known for worldwide.

Why You'll Love Working Here

You'll work on-site at a state-of-the-art campus in the heart of Silicon Valley, designed with the same attention to detail and aesthetic quality the company brings to everything it does. You'll be embedded within the creative and entertainment side of the business, surrounded by executives, production teams, and technology professionals collaborating on projects that reach millions of people. This is a rare opportunity to build your career inside a Fortune 10 company's most innovative creative environment — with the kind of name on your resume that opens doors for years to come.

What We're Looking For

You'll thrive in this role if you bring 1–4 years of experience in reception, or facilities operations — ideally in a creative or corporate setting. You're someone who takes pride in presentation, stays two steps ahead, and handles everything from restocking a kitchen to coordinating an executive meeting with the same level of care. Strong communication skills, a warm and professional presence, and comfort with macOS and common productivity tools will set you up for success. Familiarity with collaboration platforms like Slack or project management tools is a plus. Above all, you're dependable, discreet, and genuinely energized by creating an exceptional experience for every person who walks through the door.

Ready to step into a role where your attention to detail and hospitality skills are valued at the highest level? Apply today and bring your best to a studio that sets the global standard.

This is a Contract position based out of Cupertino, CA.

The pay range for this position is $28.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Cupertino,CA.

This position is anticipated to close on Mar 20, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at .

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.