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POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

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

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

What will you do?

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

What do you need to succeed?

Must-have

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

Nice-to-have

• Current FINRA registrations
• Financial services experience

What's in it for you?

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

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

Job Skills

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

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

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

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.

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

• Direct the activities of the reception area of immigration law firm.
• Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
• Analyze & resolve client concerns in a timely manner.
• Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
• Answer and transfer incoming calls for all phone lines.
• Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
• Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
• Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
• Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
• Follow up with clients to ensure they understand the legal retainer process.
• Process clients' payments for IC appointments, new legal processes, and related legal services.
• Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
• Maintain cleanliness and organization of all conference rooms, as needed
• Train newly hired staff regarding front desk duties.

Non-Essential Functions:

• Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

• Must be able to lift 35 pounds;
• Must be able to stand or sit for long periods of time

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access

The Opportunity

• True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
• This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
• Your responsibility begins once the client is live and continues through the life of the account.
• You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
• This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.

What You’ll Do

• Serve as the primary post-sale point of contact for assigned employer clients
• Partner closely with ADP HRBPs supporting clients at their locations
• Own the client relationship with a focus on:
• Retention and renewals
• Service quality and escalation management
• Proactive issue identification and resolution
• Manage benefit changes, ongoing service needs, and carrier coordination
• Identify and address at-risk accounts before issues escalate
• Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office

What We’re Looking For

• 5–10+ years of experience in employee benefits account management, client success, or post-sale service
• Strong, hands-on knowledge of group health insurance (small group experience preferred)
• Proven ability to own client relationships independently
• Comfortable in a field-based, client-facing role
• Experience working with PEO, HCM, or employer-facing environments is a plus
• Life & Health license (or ability to obtain within 90 days)

What This Role Is Not

• No prospecting
• No sales quotas
• No people management

This role is about judgment, accountability, and follow-through.

Why True Benefit & Amwins

• True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
• Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
  • Base salary: $135,000–$160,000
  • Target 30% bonus
  • Immediate, comprehensive benefits (no waiting periods)
  • Generous and flexible PTO
  • Long-term growth potential

  
  

  If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.

Key Responsibilities

Client Billing & Revenue Management

• Oversee client billing in accordance with contractual terms.
• Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
• Monitor accounts receivable and follow up on outstanding patient balances.
• Reconcile revenue reports and validate billing data for accuracy and completeness.
• Manage month-end close processes related to client billing.

Client Relationship Management

• Serve as primary point of contact for client billing inquiries and issue resolution.
• Partner with clients to review statements, payment trends, and revenue performance.
• Conduct regular billing review meetings with clients as needed.
• Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

• Ability to create and interpret data analytics and reporting.
• Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
• Identify discrepancies and implement corrective actions.
• Provide executive-level reporting to leadership.

Compliance & Process Improvement

• Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
• Develop and maintain billing policies and procedures.
• Identify automation opportunities and workflow efficiencies.
• Support audits and documentation requests.

Team Leadership

• Supervise billing staff.
• Provide training, performance management, and professional development.
• Foster a culture of accountability, accuracy, and continuous improvement.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).

Experience

• 5+ years of progressive experience in Revenue Cycle Management.
• 3+ year prior supervisory or management experience preferred.
• Experience with physician services billing strongly preferred.

Skills & Competencies

• Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
• Exceptional Excel knowledge base and skill set required, including pivot tables.
• Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
• Excellent leadership, communication, and problem solving skills
• Excellent analytical and problem-solving skills.
• Strong client-facing communication skills.
• High attention to detail and organizational skills.

Preferred Qualifications

• Experience in multi-state healthcare organizations.
• CPA, HFMA certification, or related credential preferred.
• Knowledge of value-based care or risk-based contracts is a plus.

This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

• 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

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Compensation details: 17-20 Hourly Wage

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