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Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

Summary: The Technical Service Writer is responsible for the administrative, operational, and technical processes involved in managing service and repair activities from intake through shipment. This role supports communication with the Anderson Process sales team and customers to ensure an exceptional overall service experience.

Essential Duties and Responsibilities:

• Check in equipment upon receipt and complete all required ERP/logging transactions.
• Collaborate with Repair Technicians to develop repair quotes.
• Conduct technical research to ensure proper part and pump selection.
• Obtain vendor pricing for repair-related items.
• Communicate repair quotes to the Anderson Process sales team and/or customers.
• Generate production orders from approved quotes.
• Maintain and update production schedules.
• Review labor and bill of materials (BOM) accuracy, and close production orders.
• Provide ongoing communication to customers regarding repair status and related business matters.
• Process credit card payments and third‑party billing transactions.
• Work with manufacturers on warranty matters, including preparing reports and claims.
• Answer service and repair‑related phone inquiries.
• Follow company work rules and policies.
• Meet industry and company performance metrics and benchmarks.
• Perform other duties as assigned.

Education/Skills/Experience:

Required:

• Familiarity with ERP systems (Epicor P21 or similar).
• Proficiency with desktop computers and MS Office Suite.
• Previous mechanical experience (pumps, automotive/truck, hydraulic systems, etc.).
• Strong technical acumen.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.

Preferred:

• Pump Industry experience.

Physical Requirements:

• Ability to occasionally lift 50 lbs.
• Ability to stand or walk 50% of the day
• Ability to twist and turn at least 25% of day
• Stoop and bend at least 25% of day
• Ability to reach above shoulders at least 25% of day.
• Repetitive hand and wrist movements at least 50% of the day.
• Forearm rotation at least 25% of the day.
• To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. A reasonable accommodation may be made to enable qualified individuals with a covered disability to perform the essential functions of the position as long as an undue hardship is not imposed.

Anderson Process is an Equal Opportunity Employer

At US Elogistics Service Corp. DBA CIRRO Fulfillment, we're powering global commerce through fast, intelligent, and scalable fulfillment solutions. With a footprint spanning over 28 million ft2 in 30+ countries and advanced tech like Autonomous Mobile Robots (AMRs), we're redefining how brands deliver customer experiences. We're looking for a Customer Success Specialist to join our North American team and drive long-term customer satisfaction, retention, and growth.

What You'll Do

• Own and manage a portfolio of B2B eCommerce clients, acting as their trusted logistics partner.
• Drive onboarding, adoption, and long-term success with CIRRO's fulfillment services.
• Serve as the client advocate internally—aligning with operations, tech, and sales to ensure a seamless experience.
• Analyze fulfillment performance metrics, proactively address challenges, and drive continuous improvement.
• Conduct regular business reviews and maintain clear communication with stakeholders.
• Identify upsell and expansion opportunities that support client growth.

What You'll Need

• 2+ years experience in customer success, account management, warehouse operations or logistics operations (3PL/eCommerce preferred).
• Strong problem-solving skills and the ability to simplify complex logistics topics for clients.
• Excellent communication and relationship-building abilities.
• Experience with logistics platforms, WMS, or order management systems is a plus.
• Bachelor's degree preferred or equivalent experience in logistics, supply chain, or business.

Why CIRRO

• Competitive pay and benefits
• Fast-growing, tech-forward company
• Collaborative, global team culture
• Room for growth in a high-impact role

CIRRO Fulfillment is an equal opportunity employer.

We are seeking a Field Service Technician to provide on-site technical support for beverage manufacturing and packaging equipment at customer facilities nationwide. This role requires extensive travel (approximately 80% nationally) and hands-on expertise supporting installation, maintenance, troubleshooting, and repair of production equipment in fast-paced manufacturing environments.

The ideal candidate is mechanically and electrically skilled, customer-focused, and comfortable working independently while representing the company in the field.

Key Responsibilities

• Install, commission, troubleshoot, and service beverage manufacturing and packaging equipment at customer sites nationwide
• Diagnose and resolve mechanical, electrical, pneumatic, and control system issues to minimize downtime
• Perform preventive maintenance, upgrades, and retrofits on production equipment
• Support equipment startups, line optimizations, and changeovers
• Train customer operators and maintenance personnel on equipment operation and basic troubleshooting
• Accurately document service activities, findings, and recommendations
• Coordinate with engineering, sales, and customer support teams to resolve complex issues
• Maintain compliance with safety, quality, and sanitation standards in food and beverage environments

Required Qualifications

• Technical degree, certification, or equivalent hands-on experience in mechanical, electrical, or industrial maintenance
• 3+ years of field service or maintenance experience in manufacturing or packaging environments
• Strong mechanical and electrical troubleshooting skills
• Ability to travel nationally up to 80%, including overnight and weekend travel as required
• Ability to work independently and manage service schedules effectively
• Strong customer service and communication skills
• Valid driver’s license

Preferred Experience

• Experience supporting beverage, food, or packaging equipment (filling, capping, labeling, conveying, bottling, or canning systems)
• PLC troubleshooting experience (Allen-Bradley, Siemens, or similar)
• Experience with pneumatic and hydraulic systems
• Familiarity with GMP, food safety, and sanitation requirements
• Experience with OEM or integrator service organizations

Benefits

• Medical
• Dental
• Vision
• 401K
• Paid Holiday
• Paid Vacation
• Company Credit Card
• Bonus
• Per Diem
• Travel Pay

Role: Dining Services - Assistant Manager

Join Healthcare Services Group (HCSG) as a Dining Services Assistant Manager, supporting the dining department at a long-term care facility. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and make a difference!

• Free Telemedicine*

• Free Prescription Discount Program

• Free Employee Assistance Programs

• Get paid when you need it with PNC EarnedIt

• Financial Wellness Support from PNC Workplace Banking

• Hands-on-Training & Support

• Career Development

Click here for more benefits information

or copy this link: *Not available in AR.

The Dining Services Assistant Manager is responsible for assisting the Dining Services Manager in overseeing the dining operations and ensuring high standards of food quality, safety, and customer service.

• Support the Dining Services Manager in managing daily dining operations, including staff supervision and training.
• Ensure compliance with dietary guidelines, food safety standards, and HCSG policies.
• Assist in maintaining accurate records of food inventory, costs, and employee schedules.
• Lead staff training sessions on food preparation, service techniques, and safety protocols.
• Communicate effectively with residents, families, and staff to enhance the dining experience.
• Conduct regular inspections of food service areas to ensure cleanliness and organization.
• Represent HCSG positively through courteous and cooperative interactions with team members, residents, and guests.
• Perform all other duties as assigned.

• High school diploma or equivalent is required
• Previous experience in food service management or a similar role is desired.
• Strong leadership and interpersonal skills with the ability to motivate and develop a team.
• Knowledge of food safety regulations and best practices in dining services.
• Basic computer skills for record-keeping and report generation.
• Must comply with COVID-19 vaccination policies.
• Ability to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, and stand, bend, and walk for extended periods.
• Residency within the service area is required.

Ready to Join Us?

If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!

HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Facility Location

NATIONAL EEO SVC FACILITY

5405 CYPRESS CENTER DR STE 330

TAMPA, FL 33609-1026

This is NOT a remote position.

Position Information

NON-SCHEDULED DAYS: SAT/SUN

HOURS: 08:00 AM to 05:00 PM EST

BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.

Functional Purpose

Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.

DUTIES AND RESPONSIBILITIES

1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.

2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.

3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.

4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.

5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.

6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.

7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.

The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:

Requirements

• Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
• Ability to develop and provide EEO training.
• Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
• Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
• Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
• Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.

Reimbursement of relocation expenses will NOT be authorized

Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.

Applicants must also be a U.S. citizen or have permanent resident alien status.

Job Summary:

Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.

Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.

Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.

We are looking for someone with strong Project Management skills.

Essential Functions

• Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
• Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
• Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
• Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
• Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
• Assists as consultant, coordinator/liaison for special programs and/or projects.
• Assesses impact of proposed rules on current operations financially and programmatically.
• May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.

JOB REQUIREMENTS

Applicants must have education, training and/or experience demonstrating competence in each of the following areas:

1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.

2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.

3. Six months experience in developing policies or procedures.

4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.

5. Six months experience in narrative report writing.