Client Resources Include Jobs in Usa

33,913 positions found — Page 8

Client Service Professional - Seasonal
✦ New
Salary not disclosed
Grafton, ND 1 day ago
H&R Block Job Opportunity

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
What You'll Bring To The Team...
  • 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
Your Expertise:
  • 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
Why Work For Us

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.
The Community You Will Join:

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.

seasonal
Senior Client Accounting Coordinator (Palo Alto, CA)
Salary not disclosed
Palo Alto 6 days ago
FTE Senior Client Accounting Coordinator Palo Alto, CA- Hybrid The Opportunity We are seeking a Senior Client Accounting Coordinator to join our Firm.

This position will be based in our Palo Alto office (hybrid).

The Senior Client Accounting Coordinator provides client account analysis and billing support to partners.

Coordinates client accounting activity for assigned partners and practice areas utilizing appropriate departmental resources.

Handles multiple complex billing and client analysis projects.

Reviews outstanding balance reports and is proactive about trouble spots.

Prepares bills and internal forms including appropriate back-up required to process requests.

Implements Client Accounting procedures, processes and goals by coordinating work effort including timely preparation of client bills and follow-up on outstanding balances with secretarial and other Firm business services professionals.

Understands and responds to inquiries and requests made by clients, attorneys, and business services professionals.

Provides relevant information, guidance and support to others in the Firm.

Ability to formulate strong work team relationships, both internally and externally.

Works with supervisor(s) to coordinate departmental workflow, provide solutions to problems and develop creative approaches to accomplishing departmental goals.

Communicates issues and escalates as needed.

Identifies and communicates to supervisor training and coaching needs of department business services professionals.

Trains, mentors and assists Client Accounting Assistants and Coordinators as needed.

Ability to assume a leadership role when supervisor/manager is absent.

Maintains complete and up-to-date files for each partner and/or client.

Actively seeks to enhance knowledge of all Client Accounting procedures and processes.

Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.

Manages Firm resources responsibly.

Complies with and understands Firm operation, policies and procedures.

Performs other related duties as assigned.

Qualifications Knowledge of relevant Firm computer software programs (e.g., Aderant, Outlook, Excel, Word), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to use discretion and exercise independent and sound judgment Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years of legal billing work experience including account analysis related functions Aderant, Elite or 3E experience The starting base salary for this position is expected to be within the range listed under Salary Details.

Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.

This position is eligible for overtime pay and may be eligible for a discretionary year-end bonus.

Salary Details $95,000 ??? $110,000
Not Specified
Senior Client Service Manager, Relationship Management - Retirement Plan Services
Salary not disclosed
Cedar Park, TX 4 days ago
Position Type: Regular
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
permanent
Executive Recruiter / Client Partner
Salary not disclosed
Dallas, TX 3 days ago

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.
Not Specified
Client Services Part-Time Internship
🏢 Charles Schwab
$21.68
Phoenix, AZ 4 days ago
Position Type: Regular
Your opportunity

At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services.

 

Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.”

 

As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures.

 

This experience isn’t just a role — it’s your first step toward a future career at Schwab.

 

Key features of the program:

  • Real client experience.
    Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach.
  • Structured training, support, and coaching.
    Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness.
  • Exposure to the financial services industry.
    Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S.
  • High‑impact professional development.
    Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles.
  • Collaborative team culture.
    Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support.
  • Interactive, hands‑on learning experiences.
    Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios.
  • Capstone project to senior leaders.
    Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program.

Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you.

The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment.

 

Compensation: $21.68/hour

What you have

If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

 

Required qualifications:

 

This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position.

  • Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027
  • Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027
  • Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:
            • Monday – 8am to 4:30pm
            • Wednesday – 8am to 4:30pm
            • Friday – 8am to 12pm

Preferred qualifications:

  • Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset.
  • Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience.
  • Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills.
  • Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs.
  • Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.”
  • Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture.
  • Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work.

#campus

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
permanent
Account Director - Client Experience / Intelligence Strategy
✦ New
Salary not disclosed
New York, NY 5 hours ago

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

Not Specified
Healthy Families Family Resource Specialist (170)
Salary not disclosed

Healthy Families Family Resource Specialist (170)

Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people's lives every day?
Or help people navigate the tough spots in their life?
And do it all while working where your hard work is appreciated?

You have a lot of choices in where you work…make the decision to work where you are valued!

Join the McNabb Center Team as the Healthy Families Family Resource Specialist today!

The Healthy Families Family Resource Specialist

1. Manages referrals to the Healthy Families program in accordance with the Healthy Families America model requirements, including.

  • Attempting contact with all referrals within 24 to 48 hours of receiving the referral.
  • Contacting each referred family a minimum of 2 times a month during the first trimester and second trimester and until the family is assessed.
  • Contacting each referred family a minimum of 1 time per week during the third trimester and until the family is assessed.
  • Contacting each referred family a minimum of 2 times per week once the infant is born and until the family is assessed.
  • Ensuring all necessary data related to referrals and screenings is inputted correctly into the Heathy Families America Entrance to Exit log that is submitted for accreditation.

2. Initiates and conducts screenings for families interested in the Healthy Families program.

  • Conducting screening on all families using the Healthy Families Screening Tool and Contact Form.
  • Ensuring all necessary data related to referrals and screenings is inputted correctly into the Heathy Families America Entrance to Exit log that is submitted for accreditation.

3. Initiates and conducts welcoming, quality, and engaging assessments for all families enrolling in the Healthy Families program in accordance with the core Healthy Families America model standards, including.

  • Completing the validated Family Resilience and Opportunities for Growth (FROG) Scale with newly enrolling families.
  • Helping families identify their family strengths and areas of need
  • Ensuring the FROG assessments are completed prenatally or within 3 months of the infant's birth.
  • Preparing each FROG for review by supervisor.
  • Reviewing each FROG with supervisor.

4. Promotes the Healthy Families program by.

  • Maintaining quality and positive relationships with referring organizations.
  • Providing referring organizations follow up on every referral received, including whether or not the family declined services.
  • Represents the program at formal community venues to promote the program and facilitate referrals.
  • Attending monthly Community Advisory Boards to ensure close communication occurs between Healthy Families program and community resources.
  • Collecting Memorandum of Understandings from formal community partners.

5. Maintains documentation of services, quality measurement tools, and tracking forms in accordance with the Health Families America model, including.

  • Submitting monthly Family Assessment Worker reports by the third day of the month
  • Maintaining the Referral Log submitted for accreditation.
  • Maintain the Closure Log submitted for accreditation.
  • Entering all screening, FROG, and Closure information onto tracking spreadsheets submitted for accreditation.
  • Tracking all outreach and community event participation used in the accreditation process.

6. Maintains completion of required supervision, including.

  • Ensuring weekly reflective supervision.
  • Ensuring documentation and tracking information is prepared ahead of supervision for review.

7. Completes required trainings in accordance with Healthy Families America model standards, including completing.

  • 28 hours of initial Foundations for Family Support Core Training.
  • Annual Child Abuse and Neglect training.
  • Annual service population-focused training.
  • Annual McNabb Center Relias trainings, CPR and First Aid, and Handle with Care trainings.
  • 15 hours of Infant Mental Health Training annually to maintain Endorsement.

8. Achieve and maintain Infant Mental Health Endorsement through the Tennessee Association of Infant Mental Health, including.

  • If hired without an Endorsement, will submit application on Endorsement Application System, uphold Ethics Code, achieve mandatory references, and complete and submit 30 hours of required infant mental health training within first year of employment.
  • Once Endorsement is achieved or if hired with an endorsement, will maintain endorsement every year but completing and submitting 15 continuing education hours and updating the Code of Ethics review process annually.

9. Takes an active role in ensuring the McNabb Center completes and maintains Healthy Families America Accreditation, including.

  • Familiarizing self with the more than 150 required Policies and Procedures.
  • Ensuring all documentation is maintained for accreditation.
  • Ensuring trainings are maintained.
  • Ensuring home visiting rates are tracked and home visits are completed.
  • Completed accreditation interview.

10. Utilizes Reflective Practices in all aspects of work, which includes but is not limited to.

  • Using the 7 Core Healthy Families America Reflective Strategies with all families during home visiting services.
  • Maintaining interest in and the ability to see things from multiple points of view.
  • Using an ecological perspective when working with families.
  • Maintaining up-to-date knowledge of infants, toddlers, and attachment and the ability to their relationships with their caregivers.
  • Using self-awareness by being clear on one's own values and triggers and how these things influence their perceptions and interpretation of family needs and the impact on families.
  • Maintaining a balanced and realistic view of relationships including positive and negative aspects.
  • Talking about and thinking about relationships and personal feelings that arise during supervision.
  • Considering another person's feelings, wants, needs, and states of mind so interactions and responses can be intentional.
  • Ensuring if ruptures occur with a family, they are repaired.
  • Taking responsibility for their own contributions and reactions to difficult situations.
  • Tolerating ambiguity.
  • Recognizing and taking action when one's self needs to be put in a more balanced state.

JOB DUTIES/RESPONSIBILITIES

This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment.

COMPENSATION:

  • Starting salary for this position is approximately $16.71 - $17.76 /hr based on relevant experience and education.

QUALIFICATIONS - Healthy Families Family Resource Specialist

Experience:

  • One-year experience providing evidence-based home visiting services preferred.
  • Experience working with young children and families required.

Education / Knowledge:

  • Bachelor's degree in Social Work, Psychology, or related field preferred.
  • High school diploma and lived experience required if not Bachelor's Qualified.
  • The Association of Infant Mental Health in Tennessee (AIMHITN) Infant Mental Health Endorsement preferred.
  • Required to apply for AIMHITN Infant Mental Health Endorsement within the first year of employment if hired without endorsement.
  • Training and knowledge in infant and early child development and parenting skills required.

Physical/Emotional/Social - Skills/Abilities:

  • To perform this job successfully, an individual must have excellent communication skills with colleagues and clients.
  • Must be able to build quality and caring relationships with clients where clients feel supported and heard.
  • Must be able to maintain a trauma-informed approach when serving families.
  • Must maintain appropriate boundaries with clients and colleagues.
  • Willingness to engage in building reflective capacity.
  • Must be able to manage a flexible schedule and multiple tasks.
  • Must be able to use reflective practices in working with families.
  • Must be able to work with diverse populations in culturally sensitive ways.
  • Must have an F endorsement and be able to drive for work-related duties.
  • Must be able to utilize a dependable vehicle for home visitation services.
  • Certification and training in verbal de-escalation strategies required.

Location:

  • Knox County, Tennessee


Apply today to work where we care about you as an employee and where your hard work makes a difference!

Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply.



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Not Specified
Client Manager, Business Insurance Select
✦ New
Salary not disclosed
Greensboro, NC 1 day ago
Client Manager, Business Insurance Select

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.

Not Specified
Veterinary Client Service Representative
✦ New
Salary not disclosed
Pasadena, MD 1 day ago
Veterinary Receptionist (Client Care Coordinator)

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. This position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.

Not Specified
Client Success Manager - Revenue Cycle
Salary not disclosed
New York, NY 2 days ago

**While this role is a hybrid role, we are seeking a local candidate with reliable transportation who are able to periodically commute to client sites in New York & New Jersey**



Why work at nimble?


This is a great opportunity to join a well-established and market-leading brand serving a high-growth end market while gaining valuable experience working closely with Executive leadership. As an organization, we are in high-growth mode through acquisition with a laser focus on positive culture building!


Who we are!


nimble solutions is a leading provider of revenue cycle management solutions for ambulatory surgery centers (ASCs), surgical clinics, surgical hospitals, and anesthesia groups. Our tech-enabled solutions allow surgical organizations to streamline their revenue cycle processes, reduce administrative burden, and improve financial outcomes. Join more than 1,100 surgical organizations that trust nimble solutions and its advisors to bring deep insights and actionable intelligence to maximize their revenue cycle.


The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients. The Client Service Manager is responsible for organizing, managing, coordinating, and communicating activities of the account to invested parties. This role functions as an account executive and as the primary liaison between their assigned clients and nimble Solutions, and is responsible for coaching and developing team members in delivering quality client service.


What you’ll be doing!


  • Serve as the primary point of contact for assigned clients and promptly respond to all client inquiries
  • Engage in regular client interaction via e-mail, conference calls, and in-person visits to ensure customer satisfaction
  • Interface with assigned client service staff to ensure the appropriate preparation, analysis, and presentation of all client deliverables, ensuring their accuracy and overall quality
  • Proactively identifies potential problems with client performance before they occur and develops and implements a plan to eliminate future occurrences
  • Ensures that all appropriate resources are available and utilized effectively to maximize account performance
  • Monitors, evaluates, and reports on billing effectiveness/cash flow, and makes recommendations to increase productivity and profitability
  • Remains current on payment trends and coding, and payer requirement changes. Acts upon variances to explain, correct, or enact desired process improvements
  • Generates client standard and ad hoc reports to clients, including commentary on the value nimble provides the client


Who You Are:


  • Solid background in all aspects of physician revenue cycle management. This should include at least two years in accounts receivable, coding, or payer contracting. ASC billing experience preferred
  • Proficient knowledge of third-party billing and claims processing procedures. This should include a solid understanding of the current regulatory environment
  • Experience using Practice Management and EMR systems as it relates to production and client reporting.
  • Strong analytical and critical thinking skills
  • Strong communication skills, verbal and written
  • Ability to work with a high degree of independence; must be proactive
  • Proven client relationship skills; must be able to work effectively with physicians and senior management


Key Competencies


Drives Results. Consistently achieves results, even under difficult circumstances. Fosters a sense of urgency in the team for reaching goals and meeting deadlines. Readily takes action on challenges, identifies and seizes new opportunities; Leads others to persist despite setbacks or obstacles; Establishes clear responsibilities and processes for monitoring work and measuring results.


Communicates Effectively. Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Provides timely and helpful information to others across the organization; Encourages the open expression of diverse ideas and opinions; Picks up on situational cues and adapts personal, interpersonal, and leadership behavior to fit.


Quality Decision-making. Makes sound decisions, even in the absence of complete information; Considers all relevant factors and uses appropriate decision-making criteria and principles; shows courage in speaking up in driving appropriate decisions for the organization based on sound risk/reward analysis.


Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the customer; Builds and delivers marketing messaging and solutions that meet customer expectations.

Not Specified
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