Elevate Services Reviews Jobs in Usa

19,949 positions found — Page 2

Customer Service Representative (Office and Administrative Support)
Salary not disclosed
Atlanta 5 days ago
Job Description: We are looking for a friendly and professional Customer Service Representative to join our team.

The successful candidate will be responsible for assisting customers, addressing inquiries, resolving complaints, and ensuring a positive customer experience.

Key Responsibilities: Respond to customer inquiries via phone, email, or in person Provide accurate information about products and services Resolve customer complaints in a timely and professional manner Maintain records of customer interactions and transactions Process orders, forms, and requests Work closely with other departments to resolve issues Requirements: High school diploma or equivalent Excellent communication and interpersonal skills Strong problem-solving abilities Basic computer skills and familiarity with customer service systems Ability to remain calm and professional when dealing with difficult situations
Not Specified
Loan Servicing Lead
✦ New
Salary not disclosed
Cincinnati, OH 1 day ago

Job Description


The team leader is responsible for managing the team involved in auditing end to end mortgage life cycle comprising active & default servicing activities (Eg. Foreclosure, Bankruptcy, Cashiering, Escrow, Loss Mitigation, Claims, Property preservation, HELOC etc.)


Responsibilities:

  • Maintain monthly performance measurements: Timeliness, production goals, compliance/regulatory, and customer satisfaction
  • Manages the day-to-day operations of the mortgage servicing associates. Ensures compliance with state and federal lending laws and investor guidelines
  • Develops, analyzes, and completes monthly reports in order to track and monitor production, efficiency, compliance with investor guidelines against stated objectives and associate quality against established standards
  • Disseminates policies, procedures, and announcements to staff in a timely manner and conducts regular and recurring meetings with staff in order to build an effective communication flow.
  • Maintain quality and production standards as defined by business. Perform other job-related duties and special projects as required.
  • Develops performance standards and measurements for staff in order to accurately assess actual performance against established goals.



Additional responsibilities of the TL includes:


  • Maintaining service level standards
  • Perform internal Quality check, providing floor support and feedback to other staff.
  • Responding to all emails efficiently


Person Specification


Knowledge/Experience:


  • Minimum 1-3 years of Team Handling experience
  • Minimum 5-8 years of US Mortgage active as well as default servicing experience


Competencies/Skills:


  • Strong communication skills, verbal and written.
  • Strong analytical skills
  • Demonstrated ability to resolve complicated issues as they arise.
  • Proven organizational skills and demonstrated ability to prioritize and multi-task.


Skills:


  • Flexible (Willingness to work in night shift),
  • Knowledge of MS Office
  • Positive and flexible attitude
  • Attention to detail.
  • Customer focused.
  • Good Team Player/Strong Interpersonal skills
Not Specified
Room Service Associate
Salary not disclosed

Job Responsibilities

  • Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
  • Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
  • Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
  • Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
  • Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
  • Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
  • Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
  • Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
  • Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
  • Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
  • Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
  • Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy

Position Qualifications

Preferred:

  • High School or Equivalent

Work Environment

  • As a Room Service Associate, you'll work in a fast‐paced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
  • The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemical‐resistant glovesis required to ensure your safety while performing daily tasks.

?

Age of Patients Served

  • All Age Groups

HIPAA Roles‐Based Access to Patient Information

  • None ‐ No access to patient information ‐ Level 0

Required

Preferred

Job Industries

  • Other
Not Specified
Psychiatric Services Lead RN HNPS (Lowell)
Salary not disclosed
Lowell, Michigan 3 days ago

Psychiatric Services Lead RN

We are helping people overcome. Join us.

The Psychiatric Services Lead Registered Nurse at Hope Network provides essential nursing services across multiple programs, ensuring alignment with program needs and model fidelity. This role combines strong psychiatric assessment and intervention skills with a Recovery-Based approach to support individuals in achieving wellness and independence.

Working collaboratively with psychiatrists and other providers, the Lead RN coordinates psychiatric and medical care, manages medication monitoring and supplies, and promotes trauma-informed, person-centered, and culturally competent practices. In addition to clinical duties, the Lead RN oversees nurse scheduling, manages UKG and Compass systems, and conducts annual evaluations for assigned nursing staff.

Why Join Our Team?

  • Medical, Vision, & Dental Care
  • 403(b) Retirement Plan
  • Educational Reimbursement
  • Career-Pathing
  • Paid Training
  • Employee Referral Bonus
  • Generous Paid Time Off

What You'll Do:

  • Provide on-call nursing services 24/7 and respond to emergencies in Residential and Crisis Residential settings.
  • Deliver exceptional customer service to both internal and external stakeholders.
  • Oversee each person's individualized recovery process by supporting health management and clinical treatment.
  • Document all care, contacts, and services provided within required timeframes.
  • Provide or assist with medical and nursing care across various settings, including community-based environments.
  • Participate in developing Treatment Plans and assist persons served in setting and achieving health-related goals.
  • Identify and respond to medical or psychiatric crises using appropriate clinical interventions.
  • Manage and monitor pharmaceuticals and medical supplies within the program.
  • Conduct health screenings, perform health assessments, and oversee medication administration and monitoring.
  • Prepare reports and support internal and external audits as required.

Anticipated Work Schedule:

Monday-Friday: 9AM-5PM

Qualifications:

  • Registered Nurse or Bachelor Science in Nursing
  • State of Michigan RN Licensure
  • Maintain a valid motor vehicle operator license with driving records acceptable according to Hope Network policy.
  • Preferred four or more years of psychiatric nursing experience.

Our Commitment to Inclusion

Our strength lies in our diversity-empowering us to meet the unique needs of over 34,000 individuals we serve each year. We are proud to be an Equal Opportunity Employer and value the diverse perspectives that each team member brings to our mission.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

permanent
Route Service Representative
✦ New
$25
New Castle, DE 8 hours ago
Route Service Representative

Schedule: Monday Friday, early morning start, no nights or weekends

Earnings: Guaranteed $1,000/week, with the opportunity to earn $85,000 or more per year through commissions

Join Nixon Medical and Build Your Future!

At Nixon Medical, we deliver more than just medical linenswe deliver outstanding service to healthcare professionals. As a Route Service Representative (RSR), you are the face of our company, providing exceptional customer service while managing your own route with independence and flexibility. If you thrive in a customer-focused, active work environment and are looking for a high-paying career with growth potential, this is the role for you!

What You'll Do:

Provide Outstanding Customer Service Be the trusted point of contact for our healthcare clients.

Manage Inventory Ensure customers receive the right products on time.

Deliver & Pick Up medical linens and garments on an assigned route.

Grow Your Route Recommend additional products and services to expand revenue and earnings.

Load & Unload company trucks to ensure accurate and timely deliveries.

What We're Looking For:

Customer-focused, friendly, and professional

Self-motivated and independent You take ownership of your route and service quality.

Strong communication skills Build lasting relationships with customers.

Ability to lift, push, and pull up to 75 lbs.

Valid driver's license with a clean driving record.

DOT physical required.

3+ years of customer service experience preferred.

Why Choose Nixon Medical?

High Earnings Potential: Start at $1,000/week guaranteed and grow your earnings to $85,000 or more per year with commissions.

Monday Friday Workweek: No nights, weekends, or holidays, allowing for a great work-life balance.

Career Growth: 80% of our Service Managers are promoted from within!

Comprehensive Benefits Package:

  • Medical, Dental, and Vision Insurance
  • 401(k) with Company Match
  • Paid Time Off & Paid Holidays
  • Quarterly Customer Service Bonus Program
  • Company-Paid Life Insurance
  • Employee Assistance Program

Training & Development: Learn and grow with our Nixon Medical Service Academy. Stable & Family-Oriented Culture: Be part of a growing, family-owned company that values its associates.

At Nixon Medical, we believe in growing and creating opportunities that enrich each other's lives. We are committed to fostering a diverse, equitable, and inclusive workforce while delivering best-in-class solutions for our customers. Apply Today and Take the Next Step in Your Career!

About Nixon Medical

For more than 55 years, Nixon Medical has been a trusted leader in providing premium medical apparel and linens to outpatient healthcare centers. Our commitment to exceptional service has earned us partnerships with some of the largest regional health systems in the United States, and we proudly serve over 10,000 locations every week. As a mission-driven organization, we've built an award-winning workplace culture rooted in respect, integrity, and growth. Our mission to grow and create opportunities that enrich each other's lives comes to life through a culture focused on helping our associates become the best versions of themselves while empowering our customers to deliver outstanding patient care.

Nixon Medical is proud to partner with Work Step, a cutting-edge text messaging-based associate feedback platform, to drive an amazing culture of associate engagement and continuous improvement.

We believe to grow and create opportunities that enrich each other's lives, opportunities must be available to all. Our commitment to having a diverse, equitable, and inclusive workforce will strengthen our progress to continue offering long-term career opportunities while providing best in class solutions for our customers.

Nixon Medical is an EEO/Affirmative Action Employer.

permanent
PATIENT SERVICES LEAD (FULL TIME)
✦ New
$37,050 - 37,050
Louisville, Kentucky 8 hours ago
Culinary Services Group is hiring immediately for a full time  PATIENT SERVICES LEAD position.
Location : Central State Hospital - 10510 LaGrange Road, Louisville, KY 40223
Schedule : Full time schedule. Days may vary, 6:00 am - 6:30 pm. Must be able to work every other weekend and some holidays. More details upon interview.
Requirement : At least 1 year of food service experience required. Healthcare experience preferred.
Pay Range : $19.00 per hour to $23.00 per hour

Culinary Services Group (CSG) is a top 50, fast-growing food service management company serving senior care, hospital, and behavioral health communities. We’re rooted in the belief that empowering our teams leads to exceptional service and better outcomes for those we serve. At CSG, you’ll be part of a collaborative culture built on integrity, where your contributions are valued and growth, development, and impact are part of every role.
Job Summary
Patient Services Leads are responsible to coordinate patient meal service and special requests and needs for the Patient Dining Program. Ensure that Patient Dining Associates are adequately trained and that units are properly staffed to provide service. They are a huge part of creating a culture of comfort and compassion in the healthcare environment, taking care of patients’ special requests and nutritional needs.

Essential Duties and Responsibilities:
Oversees systems and processes to ensure that the strategic and operational objectives of the Patient Dining Program service are accomplished.
Supervise Patient Dining Associates and ensure they provide services that include helping patients make menu selections, assemble, and deliver/pick-up their meal trays.
Work with the caregivers and culinary team to determine menu alternatives for patients with food allergies and sensitivities; cultural, ethnic and religious preferences; or when a patient inquires about additional selections.
Interacts with nursing and evaluates on a daily basis patient meal selection, tray completion, tray delivery and tray retrieval process.
Is responsive to patients' needs at all times. Communicate problems or concerns with patients to appropriate personnel in a timely manner, following department procedures.
Assist dietitians, such as helping monitor patients who cannot eat food through their mouth, are on liquid diets or have a specific calorie count to manage.
Adhere to facility confidentiality and the patient’s rights policy as outlined in the facility’s Health Insurance Portability and Accountability Act (HIPAA) policies and procedures.
Complies with regulatory agency standards, including federal, state and JCAHO.
Follow Hazard Analysis Critical Control Point (HACCP) guidelines, a prevention based food safety system for meal assembly and distribution.
Comply with federal, state and local health and sanitation regulations, as well as department sanitation procedures.
Complete all daily, weekly or monthly reports as outlined in the Morrison Healthcare policies and procedures.
Conduct daily associate team meetings following Morrison’s branded GR8 Start Meeting guidelines and template.
Performs other duties as assigned.

Qualifications:
Ability to communicate and read documents such as safety rules, procedure manuals, and operation and maintenance instructions.
Aptitude for effectively operating hospital’s admission, discharge and transfer (ADT) system, and other computer-based systems, which manage patient care records.
The associate must occasionally lift and/or move up to 100 pounds, as well as maneuver and push food delivery carts. Reasonable accommodations can enable qualified individuals with disabilities to perform these essential functions.
BENEFITS FOR OUR TEAM MEMBERS
Full-time and part-time positions offer  the following benefits to team members: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
Full-time positions also offer  the following benefits to team members: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs

Team Members may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.
Services Group (CSG) is an equal opportunity employer. At CSG, we are committed to treating all Applicants and Team Members fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.

Applications are accepted on an ongoing basis.

Application Deadline: applications are accepted ongoing until all openings are filled for this position. If an applicant is declined due to the position being filled, they may still be considered for future opportunities and are always welcome to reapply.
permanent
Dining Services - Manager in Training
✦ New
Salary not disclosed
Columbus, OH 1 day ago
Overview:

Join Healthcare Services Group (HCSG) as a Dining Services Manager in Training to learn to manage your own account! This structured and paid 16-week program will develop you to manage and oversee dining services in a healthcare setting with hands-on and computer based training. This structured and paid program will develop you to manage and oversee dining services in a healthcare setting. 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 begin your journey to make a difference!

Available Benefits for All Employees:
  • Comprehensive Benefits Package - Medical, Dental, and Vision
  • Free Telemedicine Services on Day 1*
  • Free Prescription Discount Program
  • Get paid when you need it with PNC EarnedIt
  • Financial Wellness Support from PNC Workplace Banking
  • Employee Assistance Programs
  • Training & Development Opportunities
  • Employee Recognition Programs
  • Employee Stock Purchase Plan
  • Nationwide Transfer Opportunities and Career Development
Benefits Link:

Click here for more benefits information

or copy this link: *Not available in AR.

Responsibilities:
  • Assist in managing dining services operations, including meal preparation, service, and quality control.
  • Learn to ensure compliance with health, safety, and sanitation standards.
  • Participate in staff training, development, and scheduling.
  • Assist with inventory management and ordering of supplies.
  • Interact positively with residents, staff, and guests, providing excellent customer service.
  • All other duties as assigned.
Qualifications:
  • High school diploma or equivalent preferred.
  • Previous experience in dining services or hospitality preferred.
  • Strong organizational and communication skills.
  • Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program.
  • Valid driver's license.
  • Strong written and verbal communication skills.
  • Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks.
  • Compliance with COVID-19 vaccination policies.
  • Ability to lift up to 50 pounds and perform tasks for extended periods.
  • Residency within the service area required.

Ready to Join Us?

If you're looking for an opportunity to grow your career in dining services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!

EEO Statement:

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.

internship
Service Assistant
✦ New
Salary not disclosed
Tampa, FL 8 hours ago
Description:
Ready to quit your day job and jump into the restaurant industry with us? We're not your average restaurant, and we don't want your average Service Assistant, better known as a Vibe Setter. Are you ready to have fun while building your career? We don't believe in the dull and mundane... in fact, we adamantly reject it!
As a part of our badass team (yep we said it), you'll help deliver our mission by joining a team of GOATS that, together will continue to grow the legacy of our brand and be brand stewards. The Vibe Setter is the face of our restaurant, and we take great pride in who we have representing us. Service Assistants work in the dining room maintaining and enhancing the quality of our customer service. The primary focus is assisting the Servers with food running, table clearing, and guest service. You will ensure everyone who comes through our doors as a guest will leave as a friend by being your authentic self.
Requirements:
Minimum Qualifications (with or without accommodation)
Must possess or be able to obtain a valid food safety certification or any other food/alcohol certification, as required by state law
Able to stand for 10 hours and lift at least 50 pounds
Good hearing for safety and accurate communication
Must be able to read, write and speak in English
Must have reliable transportation
Additional Info:
Our Service Assistants are Responsible for:
Supporting our service team to ensure they are set up for success to deliver great experiences
Providing our guests with the highest level of service standards to create new and repeat business and avoid guest complaints
Promoting our products to guests by communicating with extensive product knowledge on food, beverage and promotional menus.
Assisting to ensure the dining room is set up perfectly for our guests while maintaining safety and sanitation standards
Being aware of and abiding by all liquor service laws, including not overserving guests or serving underage Guests.
Completing and passing all training courses require and continuing their education through additional training modules
Unique Benefits:
Work alongside, learn and grow from fellow GOATs. Whatever your goals are in life, our goal is to make you more prepared to get there.
Become a part of a culture that creates connections between iconic brands and guests. Join the fun and ONE TEAM culture that makes us great!
We have a bunch of fun brands, and this role will give you discounts to eat at all of them. You also get a discount on our retail!
We use innovative technology for easy scheduling.
Daily pay? We got you. Have your money in your pocket as soon as the next day.
We have an open door policy because your voice always matters.
Refer a friend...get paid for bringing on another GOAT.
Need medical insurance? Offered to all full-time team members.
Get rewarded for working with us! Exclusive partnership discounts for theme parks, concerts, hotels and online shopping.
Not Specified
Dining Services Assistant Manager
✦ New
🏢 Healthcare Services Group, Inc.
Salary not disclosed
Richmond, VA 8 hours ago
Overview:

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!

Available Benefits for All Employees:
  • 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
Benefits Link:

Click here for more benefits information

or copy this link: *Not available in AR.

Responsibilities:

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.
Qualifications:
  • 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!

EEO Statement:

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.

Not Specified
Client Service Representative
✦ New
Salary not disclosed
San Mateo, California 8 hours ago

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
Not Specified
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