Client Relationship Examples Jobs in Usa

Principle Recruiting is working directly with firms on unposted Trusts & Estates / Private Client associate opportunities for their New York City Offices.

Both roles offer genuinely strong platforms, but in very different ways.

Opportunity #1 | AmLaw Firm

• No billable hour requirement
• Market compensation
• Sophisticated private client work
• Hybrid flexibility
• True, single-tier partnership track
• No book of business required to be elevated to partner
• Firm is actively invested in helping partners build their practices post-promotion

Opportunity #2 | Mid-Size Boutique

• Billables set at 1850, but not strictly hours-driven
• Associates can be closer to 1600 and remain in good standing
• Compensation slightly under market, with competitive hours and discretionary bonuses
• Sophisticated work in a highly collaborative environment
• Exceptional work-life balance with a progressive hybrid policy of 2 months fully remote in the summer.

Apply today with your resume.

Equal Opportunity Employer Women/Minorities/Veterans/Disabled.

NEW IN | Associate (Med-Mal) | Early Second chair experience | Direct Client contact | Up to $160k + 18% bonus | Chicago- Hybrid

Highlights:

• Elite defense pedigree- A Chicago trial boutique with elite med-mal roots and a wide defense practice—appellate, commercial, construction, institutional liability, coverage, mass tort/class action, products, and professional liability—regularly trying (and winning) complex juries and arguing high-stakes appeals.

• Real trial experience- Associates second-chair quickly and get client-facing responsibility; you won’t be siloed behind a screen.

• Training that actually happens- Formal mentorship (partner + associate pairings), monthly CLE/training sessions, and bi-weekly “litigation lunch” workshops where attorneys troubleshoot live matters together.

• Culture & perks- Collegial office with weekly socials (including a roof-deck), firm volleyball/softball teams, and a 24/7 on-site gym

Open Role: Associate Attorney (Med Mal + Other various cases)

• Run a varied defense docket (heavy med-mal + opportunities in products/mass tort, premises, legal malpractice, appellate).

• Take and defend depositions, brief and argue motions, work closely with medical and liability experts, and appear in court regularly.

• Collaborate with trial teams on complex matters and handle cases end-to-end where appropriate.

We’re looking for

• 3–4+ years litigation experience in insurance defense or civil litigation; med-mal experience is ideal, PI-plaintiff lawyers with strong medical records/injury experience are welcome to pivot.

• Courtroom exposure, dispositive motion practice, deposition experience, and expert work (must-have).

• Comfort with defense time-keeping/billing.

• (Also open to candidates with ~2 years from a med-mal shop at a small/mid-size firm.)

Compensation + Benefits

• Base: Up to $160k depending on experience

• Bonus: Typically 15%-18% of base, based on overall performance, hours, and firm contributions (no rigid formula).

• Billables: 2,000 hours/year.

• Medical, dental, vision; optional additional life/disability.

• Employee premiums: ~25% (associates); family coverage ~30%.

• 401(k) with profit-sharing (3–5%) depending on firm performance.

• Parental leave: 3 months at full pay.

• Firm-provided CLE/mentoring framework; paper-light systems.

Interested?

For a confidential conversation, please send your resume (and a short writing sample if available) to or apply here.

Care Coordinator – Join Our Growing Team

We are seeking a dedicated, organized, and compassionate Care Coordinator to join our amazing team. This role is ideal for someone who is passionate about supporting families, ensuring high-quality services, and helping operations run smoothly.

Key Responsibilities:

• Coordinate care and services for clients and families
• Serve as a primary point of contact for scheduling, communication, and follow-up
• Collaborate with clinical and administrative staff to ensure continuity of care
• Maintain accurate documentation and client records
• Assist with problem-solving and service adjustments as needed

Qualifications:

• Strong organizational and communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Experience in healthcare, behavioral health, or related field preferred
• Compassionate, professional, and team-oriented attitude

What We Offer:

• Supportive and collaborative work environment
• Opportunities for professional growth
• Competitive compensation based on experience

If you are passionate about making a difference and want to be part of a caring, mission-driven team, we would love to hear from you.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

ARotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focusedMust be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 24 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

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 the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

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 the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Desert Financial is considered a leader in the local credit union space and we are growing like crazy!

We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location.

Why you'll love working here...

• Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
• Amazing medical, dental, vision, life insurance benefits along with 401K employer matching!
• Competitive hourly pay, overtime potential and uncapped incentive
• 100% paid tuition at ASU, and monthly contribution towards paying-off existing student loans
• Time off for parental/elderly care
• Money for your kids' extracurricular activities
• 16 paid volunteer hours per year
• And a whole lot more!

As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (credit cards, CD's IRA's, loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.

As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.

This role might be for you if you have

• H.S. diploma or GED
• 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
• Exemplary organizational, problem solving, and verbal and written communication skills
• Excellent time management skills
• Strong mathematical and logic skills
• Ability to influence and build rapport quickly
• Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training

Bonus points if you have

• Cash handling experience
• Previous financial institution experience

About us: We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn .

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Desert Financial is considered a leader in the local credit union space and we are growing like crazy!

We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location.

Why you'll love working here...

• Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
• Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
• Competitive hourly pay, overtime potential and uncapped incentive
• 100% paid tuition at ASU, and monthly contribution towards paying-off existing student loans
• Time off for Parental/Elderly Care
• Money for your kids' extracurricular activities
• 16 paid volunteer hours per year
• And a whole lot more!

As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CD's IRA's, Loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.

As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.

Please ensure you are available during the branch Hours of Operation: Monday-Friday: 9am-7pm, Saturday: 9am-2pm

This role might be for you if you have

• H.S. Diploma or GED
• 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
• Exemplary organizational, problem solving, and verbal and written communication skills
• Excellent time management skills
• Strong Mathematical and logic skills
• Ability to influence and build rapport quickly
• Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training

Bonus points if you have

• Cash handling experience
• Previous financial institution experience

About us: We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn .

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

¿Por qué entregar con DoorDash?

DoorDash es el líder número uno de la categoría en entregas de comida, retiro de comida y entregas de tiendas de conveniencia en EE. UU., con la confianza de millones de clientes todos los días. Como Dasher, tendrás múltiples oportunidades de ganancias y podrás trabajar cuando te convenga. Ya sea que busques un trabajo adicional o a tiempo completo, entregar con DoorDash te brinda la oportunidad de ganar dinero extra bajo tus propios términos.

• Varias formas de ganar:ya sea que entregues comidas, comestibles u órdenes minoristas, DoorDash ofrece diversas oportunidades de ganancias para que maximices tu tiempo.
• Flexibilidad total:haz dashes cuando te convenga. Establece tus propios horarios y trabaja tanto o tan poco como quieras.
• Sabes cuánto ganarás:un modelo de pago claro y conciso te permite conocer el monto mínimo que ganarás antes de aceptar cualquier oferta.
• Flujo de dinero instantáneo:recibe el pago el mismo día que haces un dash con DoorDash Crimson*, sin tarifas de depósito ni esperas.
• Comienzo rápido y sencillo:regístrate en minutos y sal a hacer dashes rápidamente.**
• Proceso simple:solo recoge, entrega y cobra. Ten tu día de pago siempre en el bolsillo.

Requisitos básicos

• Mayor de 18 años*** (mayor de 21 para las entregas de alcohol)
• Cualquier auto, ciclomotor o bicicleta (en algunas ciudades)
• Número de licencia de conducir
• Número del seguro social (solo en EE. UU.)
• Acceso consistente a un teléfono inteligente

Cómo registrarse

• Haz clic en “Registrarse y postularse ahora” y completa el proceso de registro.
• Descarga la aplicación Dasher de DoorDash y comienza a hacer dashes.

*Sujeto a los requisitos de elegibilidad y a una verificación de identidad exitosa. La cuenta de depósito DoorDash Crimson es establecida por Starion Bank, miembro de la FDIC. La tarjeta de débito Visa® DoorDash Crimson es emitida por Starion Bank.

**Sujeto a elegibilidad.

***Debes ser mayor de 19 años en Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, Nueva Jersey, Nuevo Mexico, Texas, Utah y Virginia del Oeste.

Información adicional

Hacer dashes con DoorDash es una gran oportunidad de obtener ganancias para cualquier persona que busque un trabajo de entregas a medio tiempo, estacional, flexible, los fines de semana, después de la escuela, temporario o estable. Entrega con DoorDash y gana dinero extra mientras te conviertes en tu propio jefe. Haz dashes cuando más te convenga. Regístrate hoy.

Job Summary

The Client Support Representative is responsible for providing excellent customer assistance regarding all aspects of the customer's account(s). They will identify and pursue sales opportunities with current and prospective customers.

Schedules available: Monday-Friday 10am-7pm, every third Saturday 8am-1pm
Training schedule: The first 3 weeks the schedule will be Monday-Friday 8am-5pm.

Competitive starting wage with quarterly incentive. Defined role progression which includes increases in base pay and quarterly earning potential.

Essential Job Duties & Responsibilities

• 
  
• Handle telephone inquiries and requests from customers including account balance verification, telephone transfers, stop payments, loan payoffs, research requests, missing checks, explaining overdrafts and service charges and account file maintenance. Online banking maintenance, set-up, reset passwords, explain the product, unlocks security questions and explains features including bill pay, E-statements, account alerts and mobile banking. Obtain information, provide verification of deposits, research records and follow up on details to resolve matter quickly and to the customer's satisfaction.
  
• Identify sales opportunities of products and services to current and prospective customers. Visa debit card file maintenance. Completing requests associated to return mail and change of address file maintenance.
  
• Apply knowledge of compliance/CRA regulations in day-to-day activities. Utilize knowledge and experience while exercising discretion in resolving problems and answering questions.
  

Experience and Qualifications

• 
  
• 1 year of customer service experience required, preferably in a call center or banking environment.
  
• High school diploma or equivalent.
  
• Ability to effectively work both independently as well as collaboratively in a team.
  
• Excellent communication (oral and written) skills.
  
• Strong attention to detail and highly organized while focusing on work quality.
  
• Ability to maintain a high level of confidentiality.
  

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

Vermont Urology• Client is actively recruiting for a full time Urologist • The hospital is licensed for 99 beds.

They have more than 125 physicians on staff and 1,000 employees who provide a full range of diagnostic and treatment services for adults and children.

• They offer a full range specialties from primary care and pediatrics through medical and surgical specialties.

• Many of their physicians also are members of Dartmouth Hitchcock Putnam Physicians, a multi-specialty physician group operated by Dartmouth Hitchcock that provides care exclusively for the medical center • The financial package includes a market competitive base salary.

A full benefit package is available which includes both moving expenses and assistance with student loan repayment.• Picture yourself living in Vermont -Recognized by the Wall Street Journal, Yankee Magazine and the National Center for the Arts Research -Named among one of the vibrant communities in the U.S.

-Culturally rich with art galleries, performing arts and museums -Award winning restaurants and world-class outdoor activities and shopping.

Bennington County offers easy access to many outdoor activities such as mountain biking, skiing, hunting, fishing, and hiking.

• There are also a variety of school options in the community.