Client Resources Include Jobs in Usa

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.

THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.

You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.

WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

• Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
• Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
• Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
• Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
• Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
• Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
• Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions

Relationship Management & Business Development

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
• Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
• Participate in client reviews, strategic account planning, and new business presentations
• Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
• Drive client acquisition through referrals and exceptional service delivery

Risk Assessment & Strategy Development

• Design tailored risk management and loss control strategies aligned with client objectives
• Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
• Develop evaluation frameworks, risk management deliverables, and issue identification protocols
• Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
• Create strategies to build resilience, improve insurability, and enhance overall risk performance

Emergency Planning & Preparedness

• Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
• Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
• Work with Yacht Practice on marine emergency and evacuation planning
• Build crisis readiness programs for high-value residences and assets

Training, Education & Thought Leadership

• Develop site-specific training plans with clients and carrier partners
• Create and deliver national and regional educational webinars supporting marketing efforts
• Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
• Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
• Support media interviews and speaking opportunities at industry events

Compliance & Carrier Relations

• Review and analyze carrier risk management and loss control requirements
• Assist clients with compliance planning and implementation
• Develop and manage strategic relationships with insurance carrier and vendor partners

Dashboard & Tracking

• Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
• Measure and report on consulting impact, client satisfaction, and program effectiveness

Communication & Collaboration

• Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
• Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
• Proactively communicate with stakeholders, address concerns, and set clear expectations
• Contribute to strategic account reviews and continuous growth planning for our consulting practice

Additional Responsibilities

• Lead risk management initiatives using accepted project management and consulting best practices
• Contribute to internal crisis management team activities
• Support special projects as assigned

WHAT YOU BRING

Required Experience & Education

• Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
• Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
• Deep understanding of personal lines coverages and risk analysis
• Strong client-facing presence with consultative mindset
• University degree required, Master's degree in relevant field preferred

Professional Development

• Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
• Commitment to ongoing professional development and industry knowledge

Skills & Competencies

• Exceptional analytical and problem-solving capabilities
• Strong project management skills with ability to manage multiple complex engagements
• Excellent written and verbal communication skills in English
• High attention to detail and accuracy
• Ability to work under pressure and consistently meet deadlines
• Proficient with Microsoft Office suite
• Highly self-motivated with demonstrated ability to work independently with limited supervision
• Varied industry experience across multiple sectors desirable

Travel & Work Requirements

• Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
• Flexibility to work beyond normally scheduled workweek as necessary

WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Career advancement opportunities within a top-5 global broker
• Collaborative, high-performance culture
• Access to cutting-edge risk management tools and resources

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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  Provide coaching, mentoring, and development opportunities to team members.
  
  
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  Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
  
  
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  Lead regular team meetings to communicate updates, share best practices, and address challenges.
  
  

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  Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  
  
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  Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  
  
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  Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  
  
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  Promote a client-first mindset throughout the team.
  
  

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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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  Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  
  
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  Monitor and track client service activities to ensure timely and accurate completion.
  
  
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  Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
  
  

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  Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
  
  
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  Identify opportunities for process improvement and implement changes to enhance operational efficiency.
  
  
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  Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
  
  

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  Develop and deliver training programs for new and existing client service associates.
  
  
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  Ensure team members are proficient in systems such as Schwab and Salesforce.
  
  
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  Facilitate cross-training to build team flexibility and coverage.
  
  
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  Maintain and update training materials and reference resources.
  
  

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  Lead or support department-level projects related to client service enhancements and operational improvements.
  
  
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  Track and report on key service metrics.
  
  
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  Provide regular updates to leadership on team performance, challenges, and successes.
  
  
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  Ensure compliance with internal procedures and regulatory standards.
  
  

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• Bachelor's degree in finance, business administration, or a related field.
  
  
• Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  
  
• Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  
  

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

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

Our client, an established law firm focused on high‑stakes corporate and litigation work, is seeking a Manager of Library Research Resources to join their respected Library Research Resources Center. This is a rare opportunity to step into a newly created role designed to make an immediate impact at a firm known for its century‑long track record of excellence, agility, and client‑driven innovation. The firm’s Library Director has expertly overseen every aspect of the library, research platforms, subscriptions, and resource management. As the firm continues to grow and adopt new technologies, they’ve created this role to bring in a skilled professional who can take ownership of the operational and resource‑management side of the department. In this role, you’ll work closely with a deeply knowledgeable and highly respected Director and be an essential team member focused in modernizing and streamlining how the firm manages its research tools, subscriptions, training, and vendor relationships. This is an ideal position for someone who loves the operational heartbeat of a law‑firm library, resource management, systems, subscriptions, onboarding, and vendor coordination; without people‑management responsibilities.

Job Overview:

Resource & Vendor Management

• Managing legal research platforms and subscriptions (Lexis, Westlaw, Bloomberg Law, etc.)
• Supporting vendor relationships, including contract negotiations
• Tracking subscription renewals, projected expenses, and financial forecasting
• Reviewing, coding, and processing invoices; coordinating with Accounts Payable to ensure timely payment
• Monitoring billing periods and resolving discrepancies

Research Services & Technology

• Supporting the development of research and intelligence services aligned with firm priorities
• Advising attorneys and staff on effective research strategies, tools, and resources
• Helping adopt innovative research technologies that enhance legal service delivery
• Cataloging materials and maintaining resource organization

Training & Onboarding

• Supporting onboarding programs for new attorneys
• Helping ensure new hires are trained on research tools and firm resources

Qualifications:

• Bachelor’s degree
• 5+ years of progressive law‑firm experience in research and intelligence services
• Strong familiarity with major legal research platforms (Lexis, Westlaw, Bloomberg Law)
• Excellent organizational and project‑management skills
• Strong communication skills and comfort interacting with attorneys and staff at all levels
• Flexibility to adjust hours based on business needs

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Salary is based on years of relevant experience. Consilio, LLC’s ELS Direct Hire Division staffs positions for Consilio clients and does not staff for internal corporate positions at Consilio. Please refer to to view job opportunities within our company. Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status.

For over 20 years our team has been working with the top law firms, associations and corporations nationwide to connect professionals to jobs they can't find anywhere else. Our recruiters are vested in taking the time to get to know each candidate and finding the right match for each individual. Our extensive industry knowledge is a resource that we share with every candidate to help prepare for each step of the interview process and negotiate the best possible salary. In working with the recruiting team you are able to have direct access to hundreds of hiring decision makers nationwide.

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.

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.

• 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.

VCA Holly Farms Animal Hospital is seeking an experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Applicant must be a reliable self-starter, motivated by a challenging, fast-paced environment. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.

Excellent knowledge of client service and communication center operations.
Strong organizational skills.
Strong client relations and interpersonal skills.
Intermediate to expert computer skills.
Excellent oral and written communication skills.
Strong supervisory skills.
Strong client service background.
Ability to lift up to 40 pounds.
2 years of supervisory experience required.
2 years of experience in the veterinary field preferred.
The schedule for this position will be based on the needs of the business. Supervisor will have a flexible schedule to ensure coverage which include days, nights and weekends.

Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate.
Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the organization.
Assist Hospital Manager with day to day operations.
Resolve informal client complaints, maintain and report on these issues to the hospital manager.
Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols.
Identify and provide recommendations for potential problems, non-routine situations, work flow processes, and client service needs to the hospital manager.
Make decisions on behalf of the department utilizing good judgment, which demonstrates the best interest of the hospital and the clients.
Coach employees and direct reports.
Assist in the development and delivery of employee evaluations for the front desk with hospital manager.
Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.
Handle communication of financial information to clients and doctors.
Act as a liaison between front office and other department supervisors.

We are passionate about supporting our team and are committed to your personal career development. VCA is a community of dedicated professionals that will encourage you to explore everything a career veterinary medicine has to offer. We create and support an inclusive work environment where you can focus on your growth, your happiness, and the clients and patients you serve. Below are some of the many benefits of joining the VCA team!
Access to the people and financial resources of a large veterinary community
Leadership opportunities
Career development programs
Opportunities to give back through strong Shelter partnerships and VCA Charities
Tuition support and sponsorships
Free wellness subscriptions (Head Space)
Referral bonuses
Competitive wage
Medical, dental & vision insurance
Life, long and short term disability insurance
Paid parental leave
Paid vacation and sick time
401(k)
This position starts at $15 per hour, depending on experience and qualifications.

Sanford Rose Associates – Executive Recruiter

Location: Dallas, TX (In office position)

We are seeking an experienced Executive Recruiter with a proven track record of success in the Landscape industry or as an experienced Recruiter specializing in this field. As a key team member, you’ll proactively identify and engage with high-caliber candidates, foster strong relationships with clients, and play a critical role in partnering industry leaders to build exceptional teams. If you’re driven, resourceful, and eager to grow in your career, we want to hear from you!

Qualifications:

• Experience: 3-5 years in the landscape industry OR 2-4 years as a recruiter is preferred.
• Recruiting for: middle management and up (examples: Business Development Managers, Production Managers, Licensed Architects and Designers, Division and Operations Managers, as well as other Sales roles.
• Ability to work in office Monday – Friday in Dallas, TX.
• Skills: Exceptional communication, relationship-building, and organizational skills.
• Proactivity: Self-motivated and able to work independently while thriving in a team environment.
• Technology: Proficient with CRM tools (Crelate experience preferred) and Microsoft Office Suite.
• Growth Mindset: Eager to expand your expertise and take ownership of your career growth.

Roles and Responsibilities

Client Management

• Collaborate with clients to understand their hiring needs, company culture, and position requirements.
• Conduct job intake calls to gather detailed role specifications and establish a strategic hiring plan.
• Serve as a trusted advisor, providing market insights and recommendations to optimize recruitment efforts.
• Maintain regular communication with clients to provide updates, feedback, and support throughout the hiring process.
• Ensure client satisfaction by delivering candidates and an exceptional recruitment experience.

Candidate Management

• Develop and execute custom sourcing strategies to attract top talent in the landscape industry.
• Screen, interview, and evaluate candidates to align with client needs and expectations.
• Create and update standardized resumes, ensuring candidates present their skills effectively.
• Provide coaching and guidance to candidates throughout the recruitment process, from application to placement.
• Build and maintain a strong talent pipeline through relationship building and proactive outreach.

Recruiting Team Collaboration

• Partner with team members to share insights, strategies, and best practices to drive recruiting success.
• Leverage CRM tools (Crelate preferred) to track candidates, manage job openings, and drive team performance.
• Actively participate in team meetings and brainstorming sessions to improve processes and outcomes.
• Support team initiatives by contributing to recruiting projects and client deliverables.
• Foster a collaborative and supportive work environment, ensuring the team’s overall success.

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance