Client Relationship Examples Jobs in Usa

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position will have a hybrid schedule to our South Bend, IN location Tuesday through Thursday and Monday and Friday working from home.

The Manager, Client Support is responsible for leading a support team to deliver outstanding client experiences through onboarding, system configuration, data handling, and ongoing support. This role ensures that client accounts are set up to specifications, routine support requests are resolved quickly and effectively, and team members are resourced and coached for success.

The Manager will act as a leader and problem solver, providing direction, escalation support, and oversight to ensure services are delivered on time, error-free, and aligned with contractual agreements. This role requires fostering strong cross-functional collaboration, maintaining high levels of customer satisfaction, and driving operational improvements within the support function.

Duties and Responsibilities

• Lead and oversee the daily operations of the client support team, ensuring delivery of exceptional service.
• Serve as an escalation point for client support issues, troubleshooting and facilitating service recovery as needed.
• Monitor workload and assign clients/projects to balance caseloads across team members, ensuring optimal utilization and expertise alignment.
• Provide direct leadership, coaching, career development, and performance management for support team members.
• Partner with market and business leaders to prioritize work, address client needs proactively, and maintain high client satisfaction.
• Ensure accounts are configured to client specifications and onboarding experiences are seamless.
• Continuously identify and implement process improvements to increase efficiency and quality in service delivery.
• Foster strong communication and collaboration with cross-functional departments to align with corporate goals and initiatives.
• Contribute to department and organizational goals, ensuring alignment with overall company strategy. Responsible for cascading the department and corporate goals and holding direct reports accountable to those goals. objectives.

Qualifications

• 5-10 years of experience in healthcare support, healthcare delivery, or client-facing roles within a related field.
• Familiarity with healthcare environments, including healthcare regulatory survey operations and survey tools/processes.
• Strong understanding of system configuration, data workflows, and support operations.
• Demonstrated project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Proven leadership experience with the ability to coach, develop, and motivate a team.
• Excellent communication, presentation, listening, and interpersonal skills.
• Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
• Commitment to delivering an exceptional client experience, including ownership of follow-up and issue resolution.
• Knowledgeable of all Microsoft Office Suite, Survey Design tools, Salesforce, Power BI, and Wrike will be a plus.

Education

• Bachelor's degree and5+years of relevant experience

Special Working Conditions

Flexible to work between the hours of 8AM ET and 5PM ET with adjustments based on business needs.

Special Physical Requirements

• Requires close visual acuity for computer work and reading.
• Physical activity includes crouching, reaching, walking, talking, hearing, and repetitive motion of hands, wrists, and fingers.
• Sedentary role with extended periods of sitting.

Direct Reports

Client Support Team Members

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 to $136,000 annually. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Essential Responsibilities and Tasks

• Live and exemplify the Five Principles of Mars, Inc. within self and team.
• Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
• Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
• Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
• Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
• Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
• Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
• Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
• Conduct administrative functions as necessary.
• Other job duties as assigned.

The Five Principles

• Quality The consumer is our boss, quality is our work and value for money is our goal.
• Responsibility As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.
• Mutuality A mutual benefit is a shared benefit; a shared benefit will endure.
• Efficiency We use resources to the full, waste nothing and do only what we can do best.
• Freedom We need freedom to shape our future; we need profit to remain free.

Hiring Qualifications / Competencies

Leadership

• Customer Focus
• Peer Relationships
• Integrity & Trust
• Action Oriented
• Listening

Functional

• Preventative care and OWPs
• Communication Skills
• Client Service Skills
• Priority Setting
• Time Management

Capabilities and Experience (Can Do)

• Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
• Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.
• Organizational ability Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.
• Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.
• Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.
• Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.
• Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.
• Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.

Attitudes (Will Do)

• Initiative shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.
• Integrity Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.
• Cooperativeness Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.
• Flexibility Is open to changing situations and opportunities and is willing to perform all tasks assigned.
• Independence Able and willing to perform tasks and duties without supervision.
• Tolerance for Stress / Resiliency Maintains a positive \"can do\" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.

Special Working Conditions

• Ability to work at a computer for long periods of time.
• Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
• Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
• Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
• The noise level in the work environment is moderately high.
• Requires sufficient ambulatory skills in order to perform duties while at hospital.
• Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
• Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

Experience, Education and/or Training

• High School Diploma or equivalent preferred.
• Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
• One year related experience required with customer service preferred.
• Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

Banfield Pet Hospital strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.

Pay Range: $16.16 - $20.66 Hourly

The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets.

Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

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.

• Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
• Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
• Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
• Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
• Cash handling and end-of-day financial reconciliation

• $17 - $20 pending experience & skillset
• 3/12 or 4/10 shifts available
• Overnight Shift Differential: $3/hr 

• 4 X 10 hour shifts 
• Various shifts available. Apply to learn more!

• We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
• We value your professional growth: We are committed to mentoring our team to help you reach your full potential.

• We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.

• Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
• Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
• Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
• Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.

• 401(k) with matching contributions
• Health, dental, and vision insurance
• Life insurance coverage
• Paid time off (PTO) for work-life balance
• Flexible scheduling options
• Employee discounts on veterinary services
• Professional development assistance and ongoing training
• License reimbursement

Powered by JazzHR

Compensation details: 17-20 Hourly Wage

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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.

Our client is seeking a Client Onboarding Specialist to join their team, which provides technology and solutions that help financial institutions manage regulatory risk, maintain accurate client data, and streamline compliance processes. This role will work closely with internal teams and external clients to support onboarding workflows, manage regulatory documentation, and improve operational processes.

Responsibilities:

• Manage multiple client onboarding requests while ensuring timely completion of deliverables
• Interpret and review financial and legal entity documentation as part of onboarding and regulatory requirements
• Partner with cross-functional teams and third-party vendors to support onboarding processes
• Prepare project trackers and lead client meetings to provide updates on progress and milestones
• Identify process gaps and recommend improvements to enhance efficiency
• Build and maintain strong relationships with clients, partners, and internal stakeholders
• Support the implementation of new workflows and regulatory requirements

Qualifications:

• 1–3 years of experience in client onboarding, regulatory compliance, or financial services operations
• Familiarity with KYC documentation and onboarding processes
• Exposure to derivatives trading is a plus
• Strong analytical, organizational, and problem-solving skills
• Excellent communication and presentation abilities
• Proficiency in Microsoft Office, particularly Excel
• Ability to manage multiple priorities in a fast-paced environment

Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.

Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.

Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.

Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.

End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.

The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.

Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.

Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.

What We Love About You:

• Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
• Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
• You're able to quickly build rapport, earn the trust of your clients and keep them coming back

• Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
• Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
• Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
• Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.

Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.

What You Will Love About Us:

At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!

We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.

Not to mention all of the other amazing rewards that working at Rapid Finance offers.

• Medical/Dental/Vision coverage
• Employer-matched 401(k) plan
• Paid Time Off and 10 paid Holidays
• Paid Parental Leave
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs

Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.

Summary:  

The A.L.C Client Advisor is a fashion industry professional specializing in styling services to boutique guests, celebrities, public figures, and high-profile individuals. The primary role of a stylist is to curate outfits, select clothing, accessories, and overall looks for guests, ensuring they appear stylish, polished, and on-trend for various events, red-carpet appearances, photo shoots, interviews, public appearances, and life in general.

Responsibilities

Sales Performance:

• Achieve and exceed sales and metric goals
• Utilize product knowledge and trends to provide relevant styling suggestions
• Actively engage with customers, building relationships to drive repeat business
• Maintain knowledge of store key performance metrics and work towards targets
• Collaborate with the management team to develop action plans and sales strategies

Customer Service/Clienteling:

• Strive to exceed customer expectations by providing outstanding service experiences when interacting with customers
• Assist customers by selecting appropriate styles based on their needs and preferences
• Use Product Knowledge to speak to the collection’s vision and the product’s quality
• Build & maintain an organized client book to generate appointments and drive sales volume through consistent outreach and follow up
• Proactively reach out to clients based on their preferences and past purchases 

Sales Floor/Operations:

• Maintain the visual presentation of the store, ensuring VM standards are met
• Assist in floor sets and replenishment of merchandise as needed
• Complete opening and closing duties
• Uphold operational expectations through stock handling, shipping, and receiving, careful packing, light to moderate lifting, and, depending on the location, stairs while lifting.
• Collaborate with the management team to oversee any additional operational tasks
• Other duties as assigned

The A.L.C. Style Seven! - Key responsibilities of Stylists include:

1. Clothing Selection: Choosing suiting, dresses, separates and accessories that align with the client's style, body type, and the occasion.
2. Fashion Coordination: Creating cohesive outfits, coordinating colors, patterns, and textures to achieve a desired aesthetic.
3. Trend Analysis: Staying up to date with the latest fashion trends, collections, and releases to keep clients fashionable and ahead of the curve.
4. Collaboration: Working closely with team and management to reinforce outfits and accessories for clients' appearances positively.
5. Fitting: Ensuring garments fit ideally or assisting by coordinating with seamstresses.
6. Accessorizing: Selecting the handbags and other accessories to complement the overall look and add layering.
7. Red Carpet and Event Styling: Preparing clients for high-profile events such as award shows, premieres, and weddings, ensuring they make a memorable and fashionable impact.

Stylists work closely with guests to understand their preferences, comfort zones, and long-term image goals. They act as fashion consultants, confidants, and creative partners, helping build and evolve their personal connections through clothing and style choices.

Becoming a successful A.L.C. Stylist requires a deep understanding of fashion, a keen eye for trends, strong networking skills, and the ability to adapt to diverse personalities and preferences. Our Stylists gain recognition and build trust through their guests' appearances in causal settings, red-carpet events, and social media platforms.

Qualifications:

• Previous experience in a retail role, preferably with a fashion luxury/contemporary brand
• Strong sales, customer service, and communication skills
• Basic computer skills in retail point of sales system, excel, and word 
• Organizational skills and an eye for detail
• A positive, high energy, entrepreneurial spirit
• A team player who is inspired by other’s successes as well as your own
• Able to work retail hours, including weekends and holidays

The compensation for this position ranges from $42,500 to $52,000 annually. The rate of pay offered will be dependent upon candidate’s relevant skills and experience. In addition, there is a comprehensive benefits package including: medical, dental, vision, supplemental benefits through AFLAC, a retirement plan various paid time off programs, and employee discount/perks.