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Client Services Coordinator – IT Asset Disposition (ITAD)

Full-time, In-office

Our client, a global leader in IT lifecycle management and value optimization, is seeking a Client Services Coordinator to join their IT Asset Disposition team. This role is essential in ensuring smooth customer interactions throughout the IT asset lifecycle, acting as a bridge between clients and internal teams while maintaining the highest standards of data security and compliance.

Key Responsibilities:

• Serve as the primary point of contact for clients, managing inquiries, orders, and requests across multiple channels.
• Oversee asset disposition orders, including initiation, updates, and accuracy checks.
• Resolve issues relating to scheduling, logistics, compliance, or data security.
• Provide compliance documentation such as certificates of erasure, recycling, and disposal.
• Educate clients on best practices for IT asset preparation and ensure seamless project execution.
• Collaborate with sales, logistics, and operations teams to deliver an outstanding client experience.

Candidate Profile:

• Bachelor's degree and 2–3 years of experience in a client services or project coordination role.
• Highly organized, with excellent communication and problem-solving skills.
• Proactive, independent, and reliable, with strong follow-up and attention to detail.
• Comfortable managing multiple priorities and deadlines while maintaining a client-first approach.
• Experience in logistics coordination or IT services (ITAD experience a plus).
• Familiarity with CRM platforms such as Salesforce, Microsoft Dynamics, or Smartsheet preferred.

Why Apply?

This is an excellent opportunity to join a dynamic, forward-thinking organization offering competitive salaries, comprehensive benefits, and clear opportunities for career growth.

Interested? Apply today to take the next step in your career journey.

Your role:

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Customer Service Representative to:

• Answer inbound calls/chats in a multi-channel environment from our internal clients at the branches

• Educate clients on account services and capabilities

• have basic computer troubleshooting skills for tier 1 support and document and ticket calls

• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

• Have strong organizational skills, attention to detail, and excellent follow-up skills

• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your team:

You'll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you'll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise:

• Proficient typing/grammar skills

• Detail oriented (nothing gets past you)

• Proficient in Microsoft Office Suite

• 4-year degree in related field

• Citrix, Good for enterprise, or Active Directory is a plus

• Windows 7 navigation skills

• Basic understanding of computer networking

• Monitor, speaker, mice and keyboard troubleshooting, ETC.

• Know how to use remote access tools to assist clients

• Outlook and Microsoft office troubleshooting skills

Job Title: Client Service Representative

Job Type: W2 – Contract – 3 months with conversion to FTE

Location: Charlotte, NC

Schedule: M – F, 40 hours per week – Onsite

Pay Rate: $ 20.28 / hour

Interviews: March 25th

Start Date: April 13th

This role serves as the first point of contact for clients, advisors, and business partners, providing high-quality customer service in a fast-paced environment. You will assist with service requests, account questions, and basic issue resolution while educating clients and advisors on company systems, processes, and policies.

MUST HAVE: Participate in a company-sponsored training program to prepare for and obtain FINRA SIE, Series 7, and Series 63 licenses.

Key Responsibilities

• Handle a high volume of inbound calls from clients and advisors to assist with account questions, money movement requests, trades, and general service inquiries.
• Research and resolve customer issues, open service cases, and escalate more complex problems when needed.
• Educate clients and advisors on company systems, policies, and self-service tools.
• Process routine service transactions and respond to information requests using internal systems.
• Collaborate with internal teams to resolve outstanding issues and improve the customer experience.

Required Qualifications

• High school diploma or GED
• 0–1 year of relevant experience
• Strong customer service and communication skills
• Ability to explain information clearly and handle multiple priorities in a fast-paced environment
• Ability to pass background and FINRA verification checks

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

We are looking for an enthusiastic Veterinary Receptionist (client care coordinator) to join our friendly, experienced and supportive team. VCA Calvert Veterinary Center is a progressive hospital staffed by highly skilled veterinarians, assistants, and client care coordinators.

Our practice has been serving the Pasadena Maryland community since 2004. Our practice is one of the few in the area offering care to local exotic patients. If you are a compassionate, dedicated, enthusiastic, positive, and intelligent client service representative who is looking for a practice to call home and to work in a collaborative team environment, please apply.

An ideal candidate for this position will have experience performing the work of a Veterinary receptionist (client education, efficient patient scheduling, client and patient reception, phone triage, calm collected demeanor, attention to reception and lobby environment, creative problem solving skills, etc.) or a strong client service background.

VCA Animal Hospitals offers competitive compensation and benefits package including:

• 401(k) retirement plan with employer match available
• Pet care discounts
• Health and well-being programs that provide resources and training
• Financial toolkit

Compensation is negotiable based on education, experience, and other relevant credentials. The pay range for this position is $16 to $18 per hour. Opportunities for shift differential, holiday pay, and overtime available based on business need.

We understand that our clients have choices in their veterinary care. Our mission is to never take our clients for granted and provide education, coaching to them on pet care and the support needed to care for their pets. Please note that this position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.

Client Service Manager

Division: Account Management

About the Role

We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.

The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.

Training Program

All new hires participate in a structured 12-week paid training program:

Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team

Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations

Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).

Key Responsibilities

Client Management & Account Oversight

• Serve as the single point of contact for assigned clients
• Provide information regarding eligibility, billing, member services, and benefit structure
• Interpret client-specific data related to products, billing, eligibility, and plan specifications
• Design, prepare, and coordinate member communications on behalf of clients
• Deliver timely reporting and insights
• Develop creative solutions to client challenges
• Lead client events (virtual and onsite) to strengthen engagement
• Travel occasionally (less than 10%)

Escalation & Service Excellence

• Handle escalated calls from members and clients
• Ensure gold-standard service delivery and maintain service quality expectations
• Maintain strong follow-up practices (24–48 hour turnaround expectations)

Advocacy Team Support (Call Center Partnership)

• Support the Advocacy team with group-specific questions
• Oversee age-ins and disenrollments
• Provide cross-team training when new groups or changes are introduced
• Assist with operational coordination and special projects as assigned

Required Qualifications

• High School diploma or equivalent
• 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
• 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
• Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
• Proficiency in Microsoft Word, Excel, and Office applications
• Strong written and verbal communication skills
• Professional, self-aware, and detail-oriented

Preferred Qualifications

• Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
• Salesforce proficiency
• ADIP certification
• Experience managing multiple client accounts simultaneously
• Strong presentation skills and client-facing professionalism

Ideal Candidate Profile

• Comfortable managing 12–18 client accounts simultaneously
• Proactive problem solver who proposes solutions
• Collaborative and willing to “roll up sleeves” during peak seasons
• Highly organized and prepared for client-facing presentations
• Thrives in fast-paced, service-driven environments
• Takes initiative and consistently delivers exceptional service

Work Environment & Culture

• Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
• Business casual dress code
• Fast-paced, team-oriented environment (October–December is peak season)
• Supportive, mission-driven culture

Our client, a luxury fashion brand, is seeking a Luxury Client Service Advisor to join their office in Central New Jersey. Candidates should have a passion for client service, and experience engaging with clients remotely. In this role, you’ll create exceptional experiences for clients, build lasting relationships, and inspire brand loyalty while driving business results.

Job Responsibilities

• Deliver an elevated client experience through warm, professional, and personalized service
• Provide full-spectrum customer support via email and phone
• Facilitate online sales, deliveries, returns, and provide timely information to clients
• Coordinate with physical stores to ensure optimal customer experience
• Additional duties as needed and assigned

Role Qualifications

• 3+ years of experience in luxury brands or client-facing roles
• High school diploma or equivalent
• Strong communication skills and ability to connect with individuals quickly and meaningfully
• Team-oriented mindset with excellent problem-solving and multitasking abilities
• Flexible schedule, including evenings, weekends, and holidays
• Foreign language skills are a plus

Salary: $30/hr

The description above is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, and qualifications required.

While PCG appreciates all applicants, only those qualified will be contacted. Thank you for your application. We look forward to hearing from you!

If you believe you are a great candidate for this position, and the salary listed does not meet your expectations, we would still love to speak to you! PCG, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. PCG and our clients may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. This role may also be eligible for additional compensation including incentive pay, discretionary bonuses, and a comprehensive benefits package, details of which will be provided during the hiring process.

Pyramid Consulting Group, LLC is an Equal Opportunity Employer that takes pride in a diverse environment. We provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, marital or veteran status, disability, genetic information, or any other protected status under applicable law.

We will provide reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation during the application or hiring process, please contact

For positions subject to “Fair Chance” laws (including but not limited to California, Colorado, New York City, Los Angeles, and other jurisdictions), PCG will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Please refer to our website: for access to our Right to Work and E-Verify.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our perks include:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

CLA is currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington - Private Client Services Practice. The P/SD contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How you'll create opportunities in this Tax Principal - Private Client Services role:

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.
• Assume full responsibility for clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers and trust, estate, gift and high net worth individual income tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Collaborate with CLA's Wealth Advisory practice and other client professionals.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

What you will need:

• Bachelor's or master's in accounting, Taxation or related field
• Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Washington is: $160,000 - $350,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

JOB DESCRIPTION

Insight Global is hiring a Client Services Department Supervisor (Personal Lines, Property & Casualty) for a national insurance agency client based in Poughkeepsie, NY. This role will oversee the day‑to‑day operations of the client services department and lead a team of licensed Property & Casualty Client Service Specialists supporting personal insurance clients.

The ideal candidate has prior supervisory experience managing licensed P&C service teams and a strong background in personal lines insurance. This individual will be responsible for ensuring service standards, processes, and procedures are consistently followed to deliver efficient, high‑quality client support.

Responsibilities include overseeing general customer service and inquiries, managing team workflow and training, ensuring compliance with internal processes, and supporting the education of clients and prospective clients on insurance products and coverage options.

REQUIRED SKILLS AND EXPERIENCE

• 2+ years of experience managing licensed P&C service teams
• 2+ years of personal lines experience
• NY State Property & Casualty Broker License required
• Experience with rating, underwriting and procedural skills
• Proven leadership skills and demonstrated ability to communicate effectively

NICE TO HAVE SKILLS AND EXPERIENCE

• College degree preferred, high school diploma or equivalent required
• Experience with Vertafore a plus.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.