Client Resources Inc Jobs in Usa
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Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan. A day in the life. As our Client Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc.
Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience. Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred. Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Flexible hybrid work. Charitable contribution match programs. Stock purchase opportunities.
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking ForPerform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll BringAdministrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & ExperienceMinimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & CredentialsMinimum Required: Series 7 and 63 or 66
Compensation RangeSalary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About StifelStifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience:
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Travel: Less than 25%
Workstyle: Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
We are seeking an experienced IP Client Administrator (Patent) to support assigned clients and practitioners in domestic patent prosecution matters. This role is responsible for preparing legal documents, maintaining docketing systems and files, coordinating with internal teams and clients, and ensuring data integrity across IP systems.
The ideal candidate is highly organized, detail-oriented, and able to operate independently in a fast-paced, service-focused law firm environment.
Key Responsibilities
Client & Practice Support
- Build and maintain positive working relationships with assigned clients to ensure efficiency and satisfaction.
- Serve as a liaison between clients, practitioners, and internal teams.
- Provide administrative and practice support to practitioners and clients as needed.
Patent Prosecution Support
- Prepare legal documents, reports, and correspondence related to domestic patent prosecution.
- Prepare and file documents with the USPTO.
- Assist practitioners with managing their patent dockets in accordance with firm procedures.
- Review incoming correspondence (mail, email, docket notifications, client instructions) and take appropriate action.
Data & File Management
- Maintain electronic files, records, and databases related to clients’ intellectual property.
- Ensure accuracy, organization, and compliance with firm policies and procedures.
- Support the development and maintenance of standard operating procedures, manuals, and client reference materials.
Process Improvement & Training
- Identify opportunities to improve client processes and implement enhancements.
- Provide guidance and training to firm personnel on client-specific procedures.
- Assist with training development and knowledge sharing within the team.
Communication & Collaboration
- Communicate effectively with clients, practitioners, and internal teams via phone and email.
- Coordinate with colleagues and departments to ensure timely completion of work.
- Maintain open communication with supervisors and stakeholders regarding client needs.
Additional Support
- Conduct research using internal resources, legal references (e.g., MPEP), and the USPTO website.
- Participate in pilot programs, system testing, and product implementations.
- Support special projects and departmental initiatives.
- Mentor or assist in training junior team members when needed.
Qualifications
- Bachelor’s degree preferred
- 3–6 years of domestic patent prosecution experience in a law firm or professional services environment (law firm preferred)
- Strong understanding of USPTO procedures, patent prosecution terminology, and workflows
- Excellent written and verbal communication skills
- Strong organizational skills with high attention to detail
- Ability to manage multiple tasks and prioritize effectively
- Strong critical thinking and problem-solving abilities
- Proficiency in:
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- IP management / docketing software
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
The Client Experience Director is a senior, client-centric leader with a strong background in media, marketing and integrated communications. This role is responsible for owning senior client relationships, guiding strategic conversations, and ensuring seamless delivery of complex, multi-channel media and cultural campaigns for Dr. Martens.
The role partners closely with Arena UK leadership and cross-functional teams across planning, investment, analytics, and activation. A strong understanding of media disciplines is essential, alongside exceptional communication, organisational and leadership skills.
This position requires someone who can operate confidently at a global level, connect the dots across markets TAKING Global strategy through to local nuance, and proactively identify opportunities for growth, innovation and added value for both client and agency.
We are looking for someone with:
• Extensive experience in client leadership, account management or client experience roles within media or integrated agencies.
• Strong understanding of media planning, investment, analytics and activation across AV, digital, social, OOH and partnerships.
• Proven ability to manage senior client relationships and complex, multi-market accounts.
• Exceptional communication, organisational and problem-solving skills.
• A strategic, culturally curious mindset with a passion for brands, creativity and innovation.
• Experience working across global or regional client structures is highly advantageous.
Job Description
The position requires someone who is passionate and wants to be at the heart of culture. We need an enthusiastic and pro-active candidate who ideally has previous retail experience, as they will be overseeing Dr Martens across the US and Canada. The role will be working across all media channels, including AV, Social, OOH and media partnerships. Familiarity with insight tools and media planning tools would also be beneficial. There is also a big focus on Search and Affiliates and we are looking for a candidate with experience across these two disciplines, who is as confident having conversations around brand campaign launches, as they are with performance planning. In practice this looks like having a strong working knowledge of the channels and landscape, key developments and being able to confidently and competently liaise with clients and activation specialists.
Due to the nature of our agency and business, the candidate must have brilliant inter-personal skills and be able to multi-task to an exceptional level, with excellent organisational skills. Due to the nature of the role, sitting with the Havas US team, but working into the Arena UK team you will be able to operate autonomously, whilst being connective and collaborative and a team-player. For this specific role you will work with a US based strategist and the wider team of 10 in the UK and always be cognisant of the high level of service to our clients that is expected. The candidate should also be a creative thinker – someone who is willing to put forward smart, innovative and creative ideas to help address our client’s challenges and able to work in partnership with the UK based team to seemingly bring localised excellence to life. Experience working asynchronously, being able to self-start and working with international/ hybrid teams will be beneficial.
Day to day responsibilities
Client Leadership & Strategy
Serve as a senior, trusted client partner for Dr. Martens, building and maintaining strong relationships based on expertise, confidence and credibility.
• Act as the primary client experience lead in New York, while aligning closely with Arena UK and global stakeholders.
• Understand client business objectives deeply and provide strategic guidance that aligns media and cultural activity to brand and commercial goals.
• Demonstrate strong pattern recognition and strategic connectivity, proactively identifying opportunities, risks and solutions across markets and disciplines.
• Stay close to cultural, category and industry headlines, ensuring relevant POVs, insights and competitive intelligence are shared with clients.
Cross Functional Leadership & Delivery
• Ensure internal teams are aligned on client priorities, scopes and expectations, adjusting support and resources as required.
• Lead and oversee the delivery of high-volume, complex media and media technology projects across multiple channels and markets.
• Facilitate seamless integration between Media, Creative, Culture, and specialist teams across the Havas Village.
• Champion best-in-class processes while maintaining flexibility in a fast-paced, dynamic environment.
• Act as a bridge between Arena UK, US teams, and partner agencies to ensure consistency and quality of output.
Operational Excellence
• Own and oversee timelines, SLAs and scopes of work, ensuring projects are delivered on time and to the highest standard.
• Lead internal status meetings and contribute to senior-level client status reporting and presentations.
• Ensure quality control across all outputs, from planning through activation and reporting.
• Support the development and articulation of clear processes, documentation and ways of working across teams.
• Manage work relative to agreed scope and proactively flag opportunities for growth or risk mitigation.
Team & Agency Leadership
• Foster strong collaboration, knowledge sharing and communication across teams and geographies.
• Provide leadership, guidance and mentorship to account and client experience team members.
• Be a team-player who encourages a culture of curiosity, creativity and proactivity—particularly around culture, entertainment and innovation.
• Represent Arena and Havas at relevant industry, cultural and client events.
- Opportunities for travel to Portland, LA and London.
155K
Senior Human Resources Manager
Aviagames, Inc. – San Mateo, CA (Hybrid)
Leader in the Skill-Based Gaming Industry
About Aviagames
Aviagames, Inc. is a global leader in the skill-based gaming industry, known for delivering engaging, competitive, and innovative mobile gaming experiences. We operate at a fast pace, facing cutting-edge legal and regulatory issues across intellectual property, consumer protection, privacy, commercial disputes, and more. Join our dynamic and collaborative team, where your work will directly shape the future of competitive gaming.
What will your responsibilities be?
- Recruitment: Collaborate with the HR team to lead local recruitment efforts in the USA. This includes mapping and sourcing candidates, coordinating and scheduling interviews, and issuing offer letters.
- COE Policy Implementation: Implement company-wide HR projects and policies. Communicate and translate policies to ensure accurate understanding among US employees.
- Employee Relations: Track employee status and issues, and provide feedback to leaders.
- Onboarding, Transfers, and Exits: Follow standardized processes created by the Beijing SSC team to ensure smooth execution of onboarding, transfers, and exit procedures in the USA.
- Cultural Activities:
- Independently plan and execute cultural activities to enhance team spirit and trust among employees.
- Design and organize team-building exercises, holiday celebrations, and other social events that foster a positive work environment. Ensure that these activities reflect the company’s values and cultural goals, effectively bridging the cultural elements between the U.S. headquarter and the office in Beijing.
What are we looking for?
- Fluent in English and Mandarin.
- Bachelor's degree in Business Administration, Human Resources, or a related field.
- 8+ years of experience in Human Resources roles.
- Previous experience in a similar role within a multinational company is preferred.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Able to understand and manage interpersonal dynamics effectively.
- Bring positive energy and enthusiasm to the workplace.
- Willing to take on various tasks with a strong sense of responsibility and initiative.
- Eager to Learn and Grow: Open to continuous learning and professional development.
What We Offer
- Competitive compensation and equity package.
- Comprehensive health, wellness, and retirement benefits.
- Opportunity to work in a fast-growing industry shaping the future of skill-based gaming.
- Highly collaborative and entrepreneurial work culture.
Job Title: Client Advisory Analyst
Position Summary:
Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.
Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.
Essential Duties and Responsibilities:
- Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
- Manage multiple client engagements and relationships concurrently.
- Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
- Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
- Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
- Uphold the security, confidentiality, and integrity of client information across all engagements.
- Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
- Contribute to process improvements and product evolution through active participation and solution-oriented thinking.
Education and Experience Requirements:
- Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
- Up to 2 years of consulting or data analytics experience.
- Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
- Proficiency in interpreting data outputs and translating findings into actionable insights.
- Demonstrated experience presenting analytics and system functionality to client stakeholders.
Skills and Attributes:
- Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
- Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
- Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
- Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
- Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
- Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
- Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.
Travel Requirements:
The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.
Compensation and Benefits:
The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.
Equal Employment Opportunity Statement:
Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.
The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.
As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.
Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.
Learn more at
We are looking for an enthusiastic Veterinary Receptionist (client care coordinator) to join our friendly, experienced and supportive team. VCA Calvert Veterinary Center is a progressive hospital staffed by highly skilled veterinarians, assistants, and client care coordinators.
Our practice has been serving the Pasadena Maryland community since 2004. Our practice is one of the few in the area offering care to local exotic patients. If you are a compassionate, dedicated, enthusiastic, positive, and intelligent client service representative who is looking for a practice to call home and to work in a collaborative team environment, please apply.
An ideal candidate for this position will have experience performing the work of a Veterinary receptionist (client education, efficient patient scheduling, client and patient reception, phone triage, calm collected demeanor, attention to reception and lobby environment, creative problem solving skills, etc.) or a strong client service background.
VCA Animal Hospitals offers competitive compensation and benefits package including:
- 401(k) retirement plan with employer match available
- Pet care discounts
- Health and well-being programs that provide resources and training
- Financial toolkit
Compensation is negotiable based on education, experience, and other relevant credentials. The pay range for this position is $16 to $18 per hour. Opportunities for shift differential, holiday pay, and overtime available based on business need.
We understand that our clients have choices in their veterinary care. Our mission is to never take our clients for granted and provide education, coaching to them on pet care and the support needed to care for their pets. Please note that this position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.
At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.
It Would Be Even Better If You Also Had...- High school diploma or equivalent
- Ability to work flexible schedule and/or in multiple locations
- Sales/marketing experience
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Help to ensure all clients needs have been met during service both in person, over the phone or virtually
- Maintain office cleanliness and organization of resources with team members
- Other duties as assigned
- Experience working in a fast-paced environment
- Previous experience in a customer service environment
- Ability to multi-task
- Strong organizational and time-management skills
- Computer proficient with the ability to use Microsoft Office
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate.
- Wellbeing program, BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Various discounts on everyday items and services.
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.