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ABOUT US
At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
ABOUT HUB'S RISK SERVICES DIVISION
HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.
THE OPPORTUNITY
Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.
You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.
WHAT YOU'LL DO
Client Advisory & Personal Risk Strategy
- Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
- Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
- Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
- Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
- Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
- Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
- Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions
Relationship Management & Business Development
- Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
- Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
- Participate in client reviews, strategic account planning, and new business presentations
- Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
- Drive client acquisition through referrals and exceptional service delivery
Risk Assessment & Strategy Development
- Design tailored risk management and loss control strategies aligned with client objectives
- Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
- Develop evaluation frameworks, risk management deliverables, and issue identification protocols
- Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
- Create strategies to build resilience, improve insurability, and enhance overall risk performance
Emergency Planning & Preparedness
- Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
- Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
- Work with Yacht Practice on marine emergency and evacuation planning
- Build crisis readiness programs for high-value residences and assets
Training, Education & Thought Leadership
- Develop site-specific training plans with clients and carrier partners
- Create and deliver national and regional educational webinars supporting marketing efforts
- Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
- Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
- Support media interviews and speaking opportunities at industry events
Compliance & Carrier Relations
- Review and analyze carrier risk management and loss control requirements
- Assist clients with compliance planning and implementation
- Develop and manage strategic relationships with insurance carrier and vendor partners
Dashboard & Tracking
- Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
- Measure and report on consulting impact, client satisfaction, and program effectiveness
Communication & Collaboration
- Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
- Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
- Proactively communicate with stakeholders, address concerns, and set clear expectations
- Contribute to strategic account reviews and continuous growth planning for our consulting practice
Additional Responsibilities
- Lead risk management initiatives using accepted project management and consulting best practices
- Contribute to internal crisis management team activities
- Support special projects as assigned
WHAT YOU BRING
Required Experience & Education
- Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
- Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
- Deep understanding of personal lines coverages and risk analysis
- Strong client-facing presence with consultative mindset
- University degree required, Master's degree in relevant field preferred
Professional Development
- Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
- Commitment to ongoing professional development and industry knowledge
Skills & Competencies
- Exceptional analytical and problem-solving capabilities
- Strong project management skills with ability to manage multiple complex engagements
- Excellent written and verbal communication skills in English
- High attention to detail and accuracy
- Ability to work under pressure and consistently meet deadlines
- Proficient with Microsoft Office suite
- Highly self-motivated with demonstrated ability to work independently with limited supervision
- Varied industry experience across multiple sectors desirable
Travel & Work Requirements
- Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
- Flexibility to work beyond normally scheduled workweek as necessary
WHAT WE OFFER
HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:
- Comprehensive health and wellness benefits
- Professional development and continuing education support
- Career advancement opportunities within a top-5 global broker
- Collaborative, high-performance culture
- Access to cutting-edge risk management tools and resources
JOIN OUR TEAM
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Company Description
Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
Better together:We check our egos at the door. We work together, so we win together.
The Client Support Specialist is a client facing position. The Specialist I operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With knowledge in PG applications and business procedures, they are responsible for gathering client specific requirements to configure platforms for surveying.
The Client Support Specialist should feel comfortable explaining complex topics and conceptualizing how various solutions work in a variety of use cases. The right candidate for this role will have an analytical approach and be able to match solutions for unique client business needs. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.
Duties and Responsibilities- Work within the Client Support team to address client data, surveying, and reporting requests
- Facilitate the integration of business owner needs, and translate operational needs and workflow into system specifications and configuration requirements
- Capture client requirements to appropriately configure products to meet client needs
- Offer clients best practice workflow design and associated application configurations
- Use tools to configure, test and validate all patient experience products
- Responsible for client support throughout the implementation or on-going support cycle
- Prioritize workload and manage timelines to meet client target dates for projects and implementations
- Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
- Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed
- 1-2 years of relevant experience in information technology, health care, client facing project management or operations role
- Experience working at or working with health systems
- Excellent written and verbal communication skills are required
- Excellent analytical, organization and problem-solving skills
- Strong attention to detail
- Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
- Ability to handle stressful situations
- A bachelor's degree in economics, computer science, or a related field is required.
Could require work beyond regular business hours.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $50,000 to $54,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
Company Description
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
- Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
- Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
- Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
- Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
- Better together:We check our egos at the door. We work together, so we win together.
TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.
Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.
Duties and Responsibilities
Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.
Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.
Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.
Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.
Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.
Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.
Provides product overview and connectsclientwith training and education opportunities.
Qualifications
Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Excellent interpersonal,communications, listening, and presentation skills.
Solid working knowledge of improvementmethodology, best practices, and data analytics
Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.
Ability to work in a fast-paced environment while prioritizing competing client needs.
Obsession with customer experience including follow-up and problem resolution.
Education
Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
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.
Client Service:
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.
Advisor Support:
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.
Process Optimization and SOP Management:
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.
Training and Support:
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.
Project and Performance Management:
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.
Qualifications:
- 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.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Job Description
The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients and employees: develop & retain staff; coordinate needed support services and solve problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll for assigned security personnel. Provides after-hour emergency response as required.
Essential Functions
* Supervise the day to day security operations of an assigned client site
* Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
* Ensure the client site is provided with high quality security services to protect people and property
* Build, improve and maintain effective relationships with both client and employees
* Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service
Additional Responsibilities
* Ensure all required reporting and contract compliance requirements are met.
* Assure regular communication of issues or program with Client
* Handle any escalated security issues or emergency situations appropriately.
* Other management responsibilities as determined by Client or District Manager.
* Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates.
* Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, annual formal performance evaluations, recognition, etc.)
* Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
* Assure communication of policies, company announcements and job openings
* Meet all contractual scheduled hours with a minimum of unbilled overtime.
* Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Med Security corporate training standards.
* Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff.
* Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists.
* Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction.
* Capably utilize WINTEAM for scheduling and billing, and to produce reports (such as Scheduling Activity, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
* Enforce Med Security policies as outlined in the handbooks, executive memos and on the portal.
Qualifications
* Four-year degree in Criminal Justice, Business Administration or related field
* Previous Contract Security, facilities management, military or law enforcement experience
* At least 2 years of business management/operations/supervisory experience (depending on size/scope of client).
* Ability to develop and grow customer relationships.
* Experience in hiring, developing, motivating and retaining quality staff.
* Outstanding interpersonal and communications skills required.
* Ability to work in a team-oriented management environment with the ability to work independently.
* Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.
* Previous payroll, billing and scheduling experience preferred.
* Ability to work in a team-oriented management environment while having an entrepreneurial attitude.
* Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results.
* Ability to operate WINTEAM
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
This position will be based in our Bay area, CA office (hybrid).
The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.
This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.
Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.
The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.
Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.
Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.
Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.
Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.
Develops and manages event estimates and budgets to ensure cost-effective delivery.
Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.
Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.
Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.
Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.
Contributes to global event tracking and reporting.
Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.
Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.
Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.
Demonstrates exception interpersonal, written, and verbal communication skills.
Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.
Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.
Benefits The overall well-being of our team is important to us.
We offer generous benefits to help you achieve wellness in all areas of your life.
Competitive salaries and year-end discretionary bonuses.
Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
Generous paid time off.
Paid leave options, including parental.
In-classroom, remote, and on-demand learning and professional development opportunities.
Robust well-being classes and programs.
Opportunities to give back and make an impact in local communities.
The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
This position may be eligible for a discretionary year-end bonus.
Salary Details $155,000 ??? $180,000
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.
We Are A Drug-Free, Smoke-Free, Equal Opportunity Employer
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.
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
Giesecke+Devrient is a growing, German international security technology company operating in the fields of digital security, financial platforms, and currency technology. G+D ePayments manages and secures billions of digital identities throughout their entire life cycle. Our products and solutions are used by commercial banks, mobile network operators, car and mobile device manufacturers, business enterprises, transit authorities and health insurances and their client’s every day to secure payment, communication and device-to-device interaction. G+D ePayments is a technology leader in its markets and holds a strong competitive position.
JOB SUMMARY
The Client Success Manager I (CSM I) is responsible for providing the highest level of quality service, and ensuring for excellent internal and external communication to support our Client’s day to day requirements and specifications. The CSM I seeks to understand the client needs and suggests the appropriate solutions, products, and services to best meet those needs in collaboration with Sales. The CSM I is responsible for successful execution of client projects and serves as the direct daily liaison between the client and internal stakeholders.
The CSM I responsibilities also include processing orders; inventory management; coordinating with Other CSMs, production, scheduling and logistics teams; and invoicing. This position requires direct interface with internal stakeholders in a variety of departments, collaborating to ensure for a timely, accurate, and excellent client delivery experience. A high level of responsiveness, attention to detail, and service is required for all duties.
- Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system).
- Link Client Services/Sales with Operations for daily order processing and updates.
- Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment.
- Maintain and update WIP/dashboards; share timely updates with respective teams.
- Follow SOPs, maintain data accuracy and quality standards.
- Support Client Service management on client visits, audits, press checks.
- Investigate and quickly resolve quality issues with Production/Quality teams.
- Provide team backup; train on SAP and other tools.
Qualifications:
- Bachelor’s degree in Business Administration or related field required.
- Minimum 5 years of experience in a similar or related client-facing role.
- Order management experience in a Manufacturing, Printing, Financial, or related environment.
- Advanced working knowledge of end-to-end client order processes across varying client types.
- Strong organization, planning, and multitasking skills with high attention to detail.
- Excellent written and verbal communication skills; professional and client-oriented demeanor.
- Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines.
- ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred.
- Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling.
- Experience in the card, payment or printing industries strongly preferred.
The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
BENEFITS INCLUDE
Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.
Our client is a well-established, global FinTech company that supports the financial services industry in the digital transformation of their incentive and retention award plan administration processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial culture that places significant value on employees. The company is proud that nearly a quarter of their employees have been with them for over ten years, and that many of their leaders have been promoted through the organization. Despite having already achieved a sizeable market share, the company is poised to capitalize on tremendous growth opportunities that exist in the current U.S. and European target markets and in untapped markets throughout Asia and the Middle East.
The Role: Executive Services Associate / Team Support
The Executive Services Associate is a great client service role to accelerate or start your career and give you valuable training and exposure to all departments with direct contact to clients. S/he will closely support the Executive Services team by liaising with executives regarding reporting, data and analytics, communicating regarding clients’ online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications.
Ongoing responsibilities will include:
- Communicate with Financial Services executives via phone and email regarding online client requests
- Act as Team Support to help at the front desk in answering calls, assisting with administrative tasks, booking meetings and travel, maintaining and restocking office kitchen, and other special projects as needed.
- Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
- Special projects or any other requests by the Executive Services Manager.
- Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the Company system, document generation and posting, collection of electronic signatures and elections and communication management.
- Coordinate with internal teams to process market events and corporate actions for both domestic and international securities.
- Compile and deliver executive and plan related data analytics to clients.
- Provide feedback about business processes to promote a high level of efficiency.
- Work with clients’ HR and Recruiting departments to assess and perform valuations of deferred compensation awards held by potential hires/new hires.
- Communicate with clients’ HR, Recruiting and Legal departments to resolve general inquiries relating to client request
- Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
- Compile and deliver executive, plan and award related data analytics to clients.
- Analyze business inefficiencies and assist with process (re)engineering.
Compensation and Professional Development
The chosen candidate will earn a competitive base salary, be eligible for a discretionary performance bonus and will participate in a generous benefits package. Given the company’s history of promoting from within, it is anticipated that the successful candidate will have numerous opportunities for growth within functional areas throughout the organization. Further, success in this role will broaden the candidate’s credentials within the marketplace while vastly expanding their professional network within the financial services industry.
Candidate Profile & Qualifications
Ideal candidates will have an aptitude to learn, will enjoy problem solving and will possess outstanding organization skills. Candidates should be creative, outside-the-box thinkers who thrive in a client-focused setting. Previous client service is a plus. In addition, candidates should have a genuine interest in pursuing a long-term career in the FinTech sector.
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
