Client Services Entry Level Jobs in Usa

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

PIa6d1599f18f6-3631

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

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 now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist 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 addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is 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. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• 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.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• 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).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• 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 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 deliver results.

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:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, 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.
• Effectively service plans with a high-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.
• 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.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#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

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

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

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

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

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

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

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

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

• 
  
  
• 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.
  
  

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

• 
  
• Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  
• Maintain and update client records in Salesforce
  
• Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  
• Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
  

• 
  
• Process account openings, transfers, and maintenance requests.
  
• Assist with money movements, including wires, ACH transfers, journals, and check requests.
  
• Ensure compliance with firm policies and regulatory requirements.
  

• 
  
• Prepare reports, presentations, and documentation to support client reviews and financial planning.
  
• Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  
• Monitor and track client service activities to ensure timely completion.
  
• Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
  

• 
  
• Manage advisor(s) calendars and schedule meetings.
  
• Handle incoming calls, emails, and correspondence professionally and promptly.
  
• Process and submit paperwork, checks, and securities in a timely manner, following to completion.
  

• 
  
• Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  
• Maintain internal client file integrity.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  
• Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
  
• 1-3 years of administrative experience.
  
• Experience in the investment industry is preferred.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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

Essential Responsibilities and Tasks

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

The Five Principles

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

Hiring Qualifications / Competencies

Leadership

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

Functional

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

Capabilities and Experience (Can Do)

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

Attitudes (Will Do)

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

Special Working Conditions

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

Experience, Education and/or Training

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

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

Pay Range: $16.16 - $20.66 Hourly

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

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

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

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

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

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

MUST HAVE PRIOR SCHEDULING EXPERIENCE AND ABILITY TO WORK ANY DAYS OR HOURS

The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
• Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
• Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
• Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
• Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
• Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
• Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
• Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
• Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.

Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.

Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.

Provide quotes and other account-related information to assist clients.

Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.

Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).

Provide reports and other information to FA(s), as requested.

Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.

Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.

Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.

Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.

Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Minimum Required: High School Diploma or equivalent

Minimum Required: 2 years investment industry experience

Minimum Required: Series 7 and 63 or 66

Salary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Company Overview

For over 40 years, Health Monitor has been a nationally recognized, targeted healthcare marketing platform for the Pharma/OTC industry. Our in-house, award-winning content studio creates bespoke healthcare education that fosters more productive patient-physician dialogues at every point of care—we call it #TheHealthMonitorDifference. We have the largest proprietary physician office network in the industry, with over 250,000 offices and more than 450,000 healthcare professionals engaging with our omnichannel educational products. Health Monitor delivers premium point of care content that empowers patients and HCPs with trusted information to achieve the best health outcomes while driving impactful ROI for brands. Learn and follow us on LinkedIn, X, YouTube and Instagram.

Position Overview:

The VP, Client Services leads Health Monitor Network's Client Services organization and owns client relationships and delivery outcomes post-contract, ensuring campaigns are executed with excellence across teams, partners, and channels.

As a senior client-facing leader, this role represents Health Monitor Network with confidence and credibility, building trust with clients, and collaborating with external vendors and partners. The VP guides complex conversations when priorities, timelines, or expectations shift, acting as the connective tissue between clients and internal disciplines to set expectations, align priorities, and resolve complexity so delivery teams can operate effectively.

The role also leads a growing Client Services practice, focused on developing leaders, strengthening delivery discipline, and scaling a consistent, high-performing service model.

Key Responsibilities:

Client Service Excellence

• Serve as a senior client-facing leader in complex or high-stakes situations, guiding conversations with clients, vendors, and partners to align expectations and maintain delivery momentum
• Lead and develop a team of Client Service Managers, setting clear expectations for execution excellence and client stewardship
• Build a performance culture centered on ownership, responsiveness, and high standards of work
• Own day-to-day and strategic relationships with client creative and media agencies

Client Communication & Experience

• Ensure consistent, high-quality client communication that reinforces confidence, clarity, and professionalism
• Guide teams on effective executive-level communication, expectation-setting, and issue resolution
• Maintain oversight of client experience health, ensuring issues are addressed quickly and transparently
• Be accountable for client satisfaction and relationship health across assigned accounts

Delivery Standards & Operating Model

• Define and enforce service delivery standards across campaign execution, reporting, and client communication
• Establish a consistent operating rhythm that enables predictable delivery and proactive risk management
• Own delivery governance, including escalation paths, decision rights, and cross-functional accountability
• Continuously evaluate and improve delivery practices to reduce friction, rework, and execution risk
• Be accountable for service delivery outcomes across assigned accounts, including timeliness, quality, and client experience
• Be accountable for ensuring the Client Services organization owns campaign requirements, dependencies, and execution clarity across all activated internal teams

Cross-Functional Leadership

• Partner closely with Sales, Editorial, Creative, Print, Digital, Analytics, Ad Ops, and Project Management leadership to align on priorities, dependencies, and execution expectations
• Set clear roles and responsibilities across teams to support efficient, high-quality delivery
• Anticipate delivery risks and lead cross-functional resolution before client impact occurs
• Represent Client Services leadership in internal planning and operational discussions

Qualifications:

Experience & Craft

• 12+ years of experience in strategic account management or client services leadership
• Deep experience supporting digital media campaigns and complex, multi-channel programs
• Strong understanding of creative review and approval workflows
• Proven ability to design, implement, and scale repeatable service delivery models
• Experience leading cross-functional teams including editorial, creative, engineering, analytics, and production

Leadership & Functional Skills

• Demonstrated ability to lead through influence across multiple disciplines
• Strong judgment and comfort making tradeoffs to protect delivery quality and client experience
• Ability to prioritize competing initiatives in a dynamic environment
• Excellent executive communication skills, both written and verbal
• High degree of ownership and accountability; operates effectively with minimal oversight

Nice to Have

• Experience in pharma or healthcare media agencies
• Experience with print media workflows

Education

• Bachelor's degree or equivalent experience

ADA- Physical Demands Office Position

We are committed to providing equal employment opportunities to all employees and applicants, including individuals with disabilities. If you require reasonable accommodation during the application or interview process, please let us know. We will work with you to ensure that your needs are met in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel objects, tools, or controls; talk and hear. The employee regularly is required to walk and reach with hands. Employees frequently use computer keyboards, regularly travel both short and long distances via walking within the work site. The employee must regularly lift and/or move a laptop computer. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. Employees view computer monitors frequently.

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.

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.

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

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

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

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

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

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

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

Powered by JazzHR

Compensation details: 17-20 Hourly Wage

PI2fafc07e32c1-3631

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.

Location: Dallas Branch - Dallas, TX 75206

Position Type: Full Time

Job Shift: Day

Education Level: High School

Category: Banking

Summary: As a Client Service Representative, you play a vital role in our Customers experience by providing the highest level of Customer Service while efficiently and accurately matching services to new and existing customers and identifying financial needs. A successful CSR will have a friendly personality, enjoy working as a team and will be able to take the initiative and go the extra mile when responding to Customers needs.

Essential Duties and Responsibilities:

• Providing products and services to fit their unique needs
• Opening new accounts and assisting customers as needed
• Builds and maintains relationships with customers.
• Must clearly understand Armstrong Banking services, discern and interpret customers needs, recommending appropriate product/service through sales or referrals
• Positive, professional, proactive in everyday interactions with Customers and co-workers
• Ability to apply strong critical thinking and problem-solving skills to promptly meet customers needs
• Promptly, efficiently, and accurately responds to customers requests, inquiries, or problems
• Foster teamwork and collaboration to build solid relationships with co-workers

Qualifications:

• Outgoing personality and excellent Customer service skills
• Demonstrate ability to generate referrals
• Effective written and verbal communication skills as well as superior interpersonal skills to support customer complaint resolution, coordinate numerous assignments at once, showing strong time management skills
• Must be very flexible and willing to work irregular schedule as needed
• Maintain high level of discretion and confidentiality
• Complies with all regulatory requirements
• 1 year Teller experience required

Physical Requirements:

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry cash drawers and coin bags/boxes

Overview

As a Sales Representative at PLS Logistics Services, you will act as an essential resource for your customers, helping ship their freight across the nation, 24/7/365. The inside sales role comes with the passionate support of our company and your co-workers around you.

Responsibilities

Your first week

• Learn about PLS Logistics Services and the logistics industry
• Hear from our top home-grown leaders on how to be successful
• Participate in our fully paid training and orientation
• Familiarize yourself with our business model and transportation management system
• Get on the phones and grow your network

Your first month

• Continue to develop a portfolio of clients by cold calling using our provided industry leads
• Understand how to negotiate pricing to close the deal
• Take charge of client service issues to the point of resolution
• Be open to coaching and learning while putting in the time and effort to be successful
• Update tracking system accurately throughout the day

Your first six months

• Be the trusted advisor to your customer, helping manage their logistics challenges
• Liaise with Logistics Coordinators to help shoulder your load and allow you to bring in more business
• Seek out promotional opportunities to move up the ranks
• Maintain a strong understanding of the industry, including rates, capacities, and carriers.

Your first year and after

• You tell us. Write your own ticket.

Pay And Benefits

At PLS Logistics Services, we take pride in attracting top talent. In addition to unlimited PTO and a $47,000 starting salary, our benefits include:

• $1,000 signing bonus.
• UNCAPPED commission, starting in the first week of training
• Full medical, dental, and vision coverage options
• Tuition reimbursement
• Extensive growth opportunities and a long track record of internal promotions to back it up
• 401k plan with employer match.
• Chairman’s Club opportunity – celebrate with the best of best as a reward for being a top sales representative
• Fun and welcoming work environment
• Extensive, world-class sales and logistics training
• Ongoing sales competitions with prizes

Qualifications

Our ideal candidate

• Bachelor’s degree in related field (preferred)
• 2 years cold calling experience required
• Self-motivated
• Strong communication and interpersonal skills
• Strong work ethic
• Persistence
• Adaptable and dynamic
• High energy
• Entrepreneurial spirit

We are a leading manufacturer of high-end product labels and thermal transfer products, committed to delivering exceptional quality and outstanding customer service. We are seeking a highly motivated entry-level graphic designer to join our team immediately and contribute to our continued growth.

Responsibilities:

• Design and prepare label artwork using Adobe Acrobat.

• Handle customer inquiries and provide phone support in a professional manner.

• Collaborate with the team to ensure artwork meets production standards and aligns with client expectations.

• Manage multiple design projects while maintaining a strong focus on detail and deadlines.

• Assist with general office tasks and support daily operations as needed.

Qualifications:

• Proficiency in Adobe Illustrator and Photoshop.

• Strong communication skills, with fluency in English and Spanish (written and verbal).

• Comfortable handling phone calls and engaging with customers professionally.

• Ability to work independently and within a collaborative team environment.

• Immediate availability to start.

Benefits:

• Competitive salary based on experience.

• Career growth opportunities within the company.

• A friendly, professional, and supportive work environment.

How to Apply:

• Send your resume and a brief introduction to

Border Patrol Agent (BPA) Entry Level A MISSION WORTHY OF A CAREER! If you're looking for "just a job," then stop reading right now.

But, if you're looking for a long-term federal law enforcement career, one that makes a difference every day to our country and its citizens, then the U.S.

Border Patrol (USBP) would like you to take the first step to becoming an entry level Border Patrol Agent.

USBP is hiring immediately to fill full-time, entry-level, career positions in federal law enforcement.

Train and work with an elite team of professionals whose camaraderie, pride, and sense of purpose are hallmarks of their daily mission of protecting America.

Now is the time to make your move because, along with excellent base pay, exceptional benefits, and job stability, USBP is offering up to $60,000 in additional incentives (see details below) .

Salary and Benefits Annual base salary for newly appointed BPAs varies per grade, as follows: GL-5/GL-7 $49,739
- $89,518 per year.

Border Patrol Agents are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering.
*Recruitment Incentive
* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102 ) will be eligible for up to $20,000 in incentives.

The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location such as Sierra Blanca, Presidio, Sanderson, Comstock, Freer or Hebbronville, TX; Lordsburg, NM; or Ajo, AZ.
*Retention Incentive
* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.

Duty Locations IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.

U.S.

Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates' first-choice preferences.

Relocation may be required.

Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others.

A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014.

This is a career ladder position with a grade level progression of GL-5, GL-7, GL-9, GS-11, and GS-12.

You will be eligible for a promotion to the next higher grade level (without reapplying) once you successfully complete 52 weeks in each grade level.

Duty Locations: You will be asked to select your preferred location for one of the following mission critical locations: Big Bend Sector Stations
-
*Presidio, Van Horn,
*Sanderson, Alpine,
*Sierra Blanca, Marfa Buffalo Sector Stations
- Wellesley Island Del Rio Sector Stations
- Del Rio, Brackettville,
*Comstock, Eagle Pass North, Eagle Pass South, Carrizo Springs, Uvalde El Paso Sector Stations
- Alamogordo, Clint, Deming, El Paso, Fort Hancock, Las Cruces,
*Lordsburg, Santa Teresa, Ysleta El Centro Sector Stations
- El Centro, Indio, Calexico Grand Forks Sector Stations
- Pembina Havre Sector Stations
- Havre, Malta, Plentywood, Scobey, Sweetgrass Houlton Sector Stations
- Calais, Fort Fairfield, Jackman, Rangeley, Van Buren Laredo Sector Stations
- Laredo South, Cotulla,
*Hebbronville, Laredo West,
*Freer, Laredo North, Zapata Rio Grande Valley Sector Stations
- Rio Grande City, Fort Brown, McAllen, Brownsville, Falfurrias, Weslaco, Kingsville, Harlingen San Diego Sector Stations
- Boulevard, Brownfield, Campo, Chula Vista, Imperial Beach, Murrieta, San Clemente Spokane Sector Stations
- Colville, Curlew, Metaline Falls, Oroville Swanton Sector Stations
- Beecher Falls, Burke, Champlain, Newport, Richford Tucson Sector Stations
-
*Ajo, Tucson, Nogales, Douglas, Brian A Terry, Sonoita, Casa Grande, Three Points Substation, Willcox Yuma Sector Stations
- Blythe, Yuma, Wellton Duties and Responsibilities As a BPA, you will be part of our 60,000 workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation's economic prosperity.

Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession.

Typical assignments include: Detecting and questioning people suspected of violating immigration and custom laws and inspecting documents and possessions to determine citizenship or violations Preventing and apprehending undocumented noncitizens and smugglers of noncitizens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband Performing farm checks, building checks, traffic checks, city patrols, and transportation checks Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.

Qualifications You qualify for the GL-5 grade level if you possess one of the following: Experience: One (1) year of general work experience that demonstrates the ability to take charge, make sound decisions, and maintain composure in stressful situations; to learn regulations, methods, and techniques through classroom training and/or on-the-job instruction; and the ability to gather concise information through questioning, observation, and examination of documents and records; OR Education Substitution: A bachelor's degree or successful completion of a full four-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR Combination of Experience and Education: A combination of general work experience AND successfully completed college education.

This will be calculated using your resume and official or unofficial transcripts submitted with your application.

You qualify for the GL-7 grade level if you possess one of the following: Experience: One year of specialized work experience that shows you have the skills necessary to: Make sound judgments and decisions in the use of firearms.

Deal effectively with people in a courteous and tactful manner in connection with law enforcement matters.

Analyze information rapidly and make prompt decisions where you will be expected to make arrests after the completion of required training and apply these skills in a law enforcement capacity such as criminal code enforcement, determining violations of laws, correctional or rehabilitation work involving criminal offenders, security, military, etc.

The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.

Education Substitution for the GL-7 grade level: A bachelor's degree with superior academic achievement, which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership.

Or will receive a bachelor's degree with Superior Academic Achievement.

Or one full year of graduate-level education in a field of study related to law enforcement (e.g., criminal justice, homeland security, justice studies, law enforcement, courts and judicial systems, forensic technology, forensic psychology, or corrections and rehabilitation) from an accredited college or university; OR A Combination of Experience and Education: This will be calculated using your resume and official or unofficial transcripts submitted with your application.

Note: If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GL-9 and or GS-11 grade level.

Please refer to the BPA GL-9
- 11 announcement.

Other Requirements Citizenship : You must be a U.S.

Citizen to apply for this position.

Residency : You must have had primary U.S.

residency (includes protectorates as declared under international law) for at least three of the last five years.

Age Restriction : In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions.

Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03.

The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military) position covered by Title 5 U.S.C.

8336(c) or Title 5 U.S.C.

8412(d).

Veterans' Preference : You may also be eligible for an excepted service Veterans Recruitment Appointment (VRA).

The age restriction does not apply if you are Veterans' Preference eligible.

Formal Training : After you are hired, you will be detailed to the U.S.

Border Patrol Academy in Artesia, New Mexico, for approximately six (6) months of intensive instruction in immigration and nationality laws, law enforcement and USBP-specific operations, driver training, physical techniques, firearms, and other courses.

Border Patrol work requires the ability to speak and read Spanish, as well as English.

Border Patrol Agents will be provided training to become proficient with the Spanish language at the Academy.

How to Apply: Click the Apply button on this site.

You will be linked to the CBP Talent Network registration page.

For Position of Interest, select Border Patrol Agent, then complete the pre-screening questions.

You'll then receive a link(s) to the BPA Job Opening Announcements (JOAs) on USAJOBS, the federal government's official employment site, to complete your application.

Be certain to review ALL details of the job opportunity announcement and follow all instructions in the application process, including items (resume, transcripts, etc.) to submit.

You will be evaluated based on your resume, supporting documents, and the BPA Entrance Exam .

If you have questions about the application process, contact a recruiter through the U.S.

Border Patrol page: /s/usbp .

As a subscriber to the CBP Talent Network, you'll receive monthly emails with information about webinars, career expos, and future opportunities with CBP.