Fsr Services Jobs in Usa
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DCI Donor Services
DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization
COMPANY OVERVIEW AND MISSION
For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.
DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.
Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili
With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.
Key responsibilities this position will perform include:
- Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
- Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
- Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
- Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
- Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
- Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
- Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
- Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
- Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
- Performs other duties as assigned.
The ideal candidate will have:
- Associate’s Degree required/Bachelor’s Degree preferred in related field
- Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
- CTBS required within first year of employment
- Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
- Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.
We offer a competitive compensation package including:
- Up to 184 hours of PTO your first year
- Up to 72 hours of Sick Time your first year
- Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
- 403(b) plan with matching contribution
- Company provided term life, AD&D, and long-term disability insurance
- Wellness Program
- Supplemental insurance benefits such as accident coverage and short-term disability
- Discounts on home/auto/renter/pet insurance
- Cell phone discounts through Verizon
- Monthly phone stipend
**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**
You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.
DCIDS is an EOE/AA employer – M/F/Vet/Disability.
PI7c69c8eaebf5-3631
Location: Nashville, TN (Onsite) Shift: 1st Shift (Standard hours) Pay Rate:$34/hr Need to Speak French Job Responsibilities Ensures the resolution of complex and high-priority customer issues, coordinating with internal teams to deliver comprehensive and timely solutions.
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Preferred Skills Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
Utilizes advanced analytics to monitor and evaluate agent performance, preparing detailed reports to drive data-informed decision-making and coaching.
Possesses the ability to remove entitlement roadblocks when the quotes team is not available and assists customer service manager with agent feedback and coaching.
Coordinates with workforce management on agent tardies and absences and uses knowledge, tools, and applications simultaneously to quickly connect care providers with solutions.
Analyzes and interprets customer feedback to identify systemic issues, recommending strategic improvements to enhance overall service quality, working under limited supervision.
Develops and implements advanced troubleshooting procedures for challenging technical problems, ensuring effective and efficient resolutions.
Provides support to customers on a range of sophisticated product and service inquiries, leveraging in-depth knowledge and experience.
Utilizes advanced analytics to monitor and evaluate service metrics, preparing detailed reports to drive data-informed decision-making.
Executes training programs for both customers and internal teams, focusing on complex service issues and advanced product features.
Reviews and validates high-impact service requests and orders, ensuring precision and accuracy in processing and execution.
Executes customer experience initiatives by proactively identifying and addressing potential service gaps and areas for improvement.
Guides junior team members, providing advanced training and support to develop their skills and improve their handling of complex issues.
Drives continuous improvement efforts by leading initiatives to refine service protocols, integrate new technologies, and enhance customer interactions.
Requirements: Minimum required Education: High School Diploma, Vocational Education Minimum required Experience: Minimum 2 years of experience in Customer Success, Customer Service, Customer Support or equivalent.
Minimum required Certification: N/A Preferred Skills: Preferred Education: Bachelor's Degree or equivalent Preferred Experience: 3-5 years of Customer Service experience Preferred Certification: N/A Skills: Data Analysis & Interpretation, Root Cause Analysis (RCA), Troubleshooting, Customer Relationship Management (CRM) Software, Microsoft Office, Data Entry, Documentation & Reporting, Administrative Support, Escalation Management, Customer Response Management, Customer Satisfaction Techniques, Customer Service Software, Technical Support
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.
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.
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
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.
- 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.
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
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.
- 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.
Facility Location
NATIONAL EEO SVC FACILITY
5405 CYPRESS CENTER DR STE 330
TAMPA, FL 33609-1026
This is NOT a remote position.
Position Information
NON-SCHEDULED DAYS: SAT/SUN
HOURS: 08:00 AM to 05:00 PM EST
BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.
Functional Purpose
Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.
DUTIES AND RESPONSIBILITIES
1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.
2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.
3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.
4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.
5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.
6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.
7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.
The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:
Requirements
- Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
- Ability to develop and provide EEO training.
- Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
- Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
- Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
- Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.
Reimbursement of relocation expenses will NOT be authorized
Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.
Applicants must also be a U.S. citizen or have permanent resident alien status.
Job Summary:
Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.
Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.
Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.
We are looking for someone with strong Project Management skills.
Essential Functions
- Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
- Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
- Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
- Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
- Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
- Assists as consultant, coordinator/liaison for special programs and/or projects.
- Assesses impact of proposed rules on current operations financially and programmatically.
- May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.
JOB REQUIREMENTS
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.
2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.
3. Six months experience in developing policies or procedures.
4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.
5. Six months experience in narrative report writing.
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
