Graphic Systems Services Jobs in Usa
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Position Summary: The Customer Service Specialist will facilitate the order intake process, handle customer issues and inquiries, and organized enough to do so under accelerated time-tables when necessary. This position is part of a small but efficient team that is vital to the successful relationships between the company and its customers.
ESSENTIAL JOB FUNCTIONS
Analyze sales orders to determine and approve which orders should be released to the shipping department.
Coordinate with the Shipping Department to control freight costs and determine the optimal loads to send out for order delivery.
Audit and authorize orders ensuring compliance with requirements and accuracy of order information in the QAD operating system.
Advise cross functional teams (Supply Chain, Sales, Distribution) of client demands and needs and plan product roll out during new product deployment.
Coordinate with the Quality team and complete adjustments and credits for any damaged goods, mislabeled products, and/or returns from customers.
Analyze system reports and data to determine the best course of action for the customer.
Provide order confirmation data and continuous shipping updates on pending deliveries to the appropriate customer contact through well-organized communication methods.
Assist the Sales staff through effective communication of customer related inquiries, issues, and concerns daily.
Provide insights to management on daily dialogue and information obtained through customer contact.
Communicate with customers regarding orders, credits, reports, and various customer needs
- Hastily escalate unresolvable issues to internal management and respond to Customer needs in a timely manner.
- Coordinate with compliance specialist, request & review USMCA forms/international documents as needed for freight clearance for international customers.
- Inputting data into spreadsheets or databases as required.
REQUIREMENTS
- Bachelor's degree in finance, Business Administration or equivalent experience required
- 2+ years' experience in customer analytics, inventory management, customer service, or technical experience using EDI feeds required.
KEY COMPETENCIES
- Advanced/Intermediate skill level with Microsoft Office Suite; Word, Excel, and PowerPoint
- Hands-on approach to problem solving and analysis.
- Excellent organizational and analytical Skills
- Ability to analyze system reports and data to determine the best course of action
Central Maine Healthcare is an integrated healthcare delivery system serving 400,000 people living in central, western and Midcoastal Maine. CMH's hospital facilities include Central Maine Medical Center in Lewiston, Bridgton Hospital and Rumford Hospital. CMH also supports Central Maine Medical Group, a primary and specialty care practice organization. Other system services include the Central Maine Heart and Vascular Institute, a regional trauma program, LifeFlight of Maine's southern Maine base, the Central Maine Comprehensive Cancer Center and other high-quality clinical services
The Director of Rehabilitation & Wellness Services is responsible for the overall operations & success of nursing, therapies, wellness and business services. The Director is responsible for developing and maintaining rehabilitation and wellness programs to meet the identified needs of the community. The Director is administratively responsible for the management of fiscal and personnel resources, performance improvement, information management, strategic planning, marketing, community education, physician/customer relations, regulatory compliance, and accreditation.
This role is based at Central Maine Medical Center, with travel and leadership responsibilities for across inpatient and outpatient Rehab Services across Lewiston and Auburn locations.
Education and Work Experience
- Master's Degree in a Medical Rehabilitation field preferred.
- Five years of clinical practice with supervisory experience
- Licensed by the Physical Therapy Board of state
- BLS for healthcare providers certification upon hire and maintain current.
Job Description:
The Service / Project Plumbing Sales role is responsible for developing, managing, and growing plumbing service and small-to-mid-size project opportunities in the greater Puget Sound area. This position focuses on building long-term customer relationships, identifying new business opportunities, and working closely with internal operations teams to deliver profitable plumbing service and project work.
The ideal candidate understands commercial plumbing systems, service workflows, and construction project cycles, and is comfortable balancing relationship-driven sales with technical coordination.
Essential Functions:
· Develop and maintain a strong pipeline of plumbing service and project sales opportunities
· Build and sustain relationships with building owners, property managers, general contractors, and facility managers
· Identify customer needs and recommend appropriate plumbing service or project solutions
· Prepare and present estimates, proposals, and pricing for service work and small to mid-size projects
· Coordinate closely with service managers, project managers, and field teams to ensure smooth execution of sold work
· Track sales activity, forecasts, and customer interactions using internal systems
· Negotiate pricing, scope, and contract terms in alignment with company goals
· Support customer retention efforts and identify opportunities for repeat and referral business
· Stay informed on market trends, customer needs, and competitive activity
· Represent the company professionally at customer meetings, job walks, and industry events
Qualifications and Education:
· Previous experience in plumbing service sales, construction sales, or a related mechanical trade
· Strong understanding of commercial plumbing systems and service operations
· Ability to read plans, specifications, and scopes of work
· Excellent communication, negotiation, and relationship-building skills
· Strong organizational skills with the ability to manage multiple opportunities simultaneously
· Proficiency with Microsoft Office; CRM experience preferred
What We Offer:
· Holaday-Parks, Inc., offers an excellent salary and benefits package—paying 100% of medical/vision/dental, and prescription premiums for employees.
Salary Range:
· $120,000-$150,000 DOE
If interested in applying, please submit your cover letter and resume to
Minimum Qualifications: High School Diploma or General Education Degree (GED) 1-3 years of experience performing administrative duties required within a sales or service industry and working knowledge of ERP systems preferred Experience/Requirements: Must possess good decision-making skills, be very organized and detail oriented.
Must have excellent oral and written communication.
Ability to use discretion.
Problem Solving and ability to escalate matters when needed.
Data analysis and interpretation skills.
Speed and accuracy with attention to detail.
Dispatching and scheduling.
Proficient in Microsoft Office (Word, Excel & PowerPoint) Responsibilities: This position is responsible for scheduling service appointments and inspections, resolving customer issues, dispatching, billing review, and contract paperwork.
May support warehouse and/or other office functions.
Essential Duties and Responsibilities Schedule appointments, dispatch technicians for service and inspections as needed to maximize tech productivity.
Responsible for creating work orders, providing status to customer and following up with technicians.
Confirm work order is completed and/or closed by reviewing all notes and following up on pending items.
Complete contract paperwork and QC paperwork.
Schedule sub-contractor work.
Work with technicians to ensure all paperwork is completed properly within the designated time.
Maintain appointment schedules.
Order material and equipment.
Receive material/equipment and issue material and equipment to technicians.
Complete daily reports.
Assist in coordinating activities such as scheduling, customer notification and equipment procurement.
Conduct physical inventory.
Act as a liaison between Sales, Project Managers and technicians.
Other duties as assigned.
Physical Demands: While performing the duties of this job, the employee is regularly required to sit and twist; use hands and arms to reach, handle, push, pull or feel; speak and hear.
The employee is frequently required to stand and walk.
The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment: Normal office environment.
The noise level in the work environment is usually moderate.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
- Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude
- Determine customer needs, explain and sell products and services
- Participate in branch prospecting efforts
- Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
- Serve as a liaison between customer and operational areas
- May provide back up to the teller line as needed
- Ability to understand directions and adhere to established policy and procedures
- Able to remain focused
- Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
- As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals
- May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Requirements:
- High School Diploma or GED
- Internal product and services knowledge
- Accurate and proficient math skills
- Professional and friendly interpersonal communications skills
- Proficient computer skills
- Clear thinking and ability to stay focused
- Thorough knowledge of bank products and services
- Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
- Two (2) years of bank and/or customer service normally required
- All applicants must be 18 years of age or older
Other Job Information
Hours: 35 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $17.50/Hr.
Maximum
USD $23.82/Hr.
Location: Moody Outpatient Center
Primary Purpose
Supervises, organizes and coordinates the clinical and technical aspects of services rendered to ensure the delivery of timely and quality services.
Education
Must be a graduate of an accredited imaging program for any of the following primary pathways:
- Radiography
- Magnetic Resonance Imaging
- Nuclear Medicine Technology
- Sonography
- Vascular Sonography
Prefer a Bachelors Degree in health care field.
Experience
Must have four (4) years of progressive responsibility in Radiology operations, including knowledge of procedures, workflow within assigned Radiology area, quality monitoring, and general operational troubleshooting.
Previous supervisory or leadership experience preferred.
Certification/Registration/Licensure
If hired in Mammography- 70550 & 89000 (MA):
- Must have American Registry of Radiologic Technologist (ARRT) (M) certification as a Mammography Technologist, or registry from ARDMS with subspecialty registration in Breast Sonography (BR).
- Must have a Medical Radiologic Technologist (MRT) certification from Texas Department of State Health Services (TDSHS) or Texas Medical Board
CPR Certification
In any department, all positions must have a current Healthcare Provider (BLS Level) CPR course completion card from one of the following:
- American Heart Association
- American Red Cross Rescuer
- Military Training Network.
Skills or Special Abilities
- Must successfully understand Radiology Operations, demonstrated by understanding workflow, requirements, and staff logistics.
- Must have time management skills with demonstrated ability to successfully handle multiple projects and assignments.
- Must be able to demonstrate good phone etiquette, interpersonal and verbal/written communication skills.
- Must be able to assess and or determine process flow requirements that will lead to improved patient flow/staffing.
- Must be able to demonstrates independent judgement, critical thinking, and problem-solving skills when appropriate.
Responsibilities
- Functions as a leader/expert in appropriate modality or multiple modalities. Assists in the selection, training, and supervision for assigned staff to ensure maximum utilization of individual and group capabilities, while providing optimal service to internal and external customers. Responsible for operational practices that deliver effective and efficient services and ensure optimal patient outcomes. Collaborates with medical staff and administration to assess operations and evaluate quality. Identifies and analyzes work processes implementing appropriate changes to improve effectiveness, productivity and efficiency and patient access.
- Upholds policies and procedures, conducts appraisals and progressive discipline reports. Responds to patient safety posts and investigations within established department expectations. Responds to inquiries, calls, emails in a timely and professional manner. Communicates shift hand off regarding workflow issues with equipment or pending exams with oncoming staff. Engages in equitable distribution of departmental workloads. Communicates changes and provides operational guidance to staff as needed.
- Responsible for effective fiscal management of assigned areas in the Radiology-Clinical Support division, ensuring appropriate use of department resources. Utilizes benchmarks for staffing levels. Demonstrates ability to flex resources to changing volume and acuity requirements.
- Identifies achievable initiatives to improve work processes and improve customer (internal as well as external) satisfaction. Responsible for monitoring satisfaction results as appropriate to ensure the support of the overall goals of radiology and the mission of Parkland. Assists in meeting or exceeding annual patient satisfaction goals established by radiology leadership and Parkland.
- Monitors and ensures QC/QA compliance with all relevant laws, state and federal regulations, licensing and accreditation requirements, hospital and departmental standards for safety, infection control and equipment performance. Provides timely access to equipment, supplies, and logistical support to the Information Technology, Bio Medical, Clinical Engineering and Medical Physicists departments. Facilitates/follow-up with repairs and maintenance as needed on equipment and supplies. Troubleshoots system and equipment issues as needed.
- Provide patient care as a Technologist when appropriate; responsibilities include, but are not limited to, performing basic and/or complex procedures on assigned patients to ensure that scanning needs are met. Review physician orders and applicability to the imaging protocol. Screen patients for safety and review any contraindications for exams which would prohibit or modify the exam. If modification of an imaging protocol is necessary consult with radiologist to determine appropriate sequences, parameters, etc. Document changes as appropriate in electronic health record. Ensure other resources have been scheduled accordingly. Interviews patient (two patient identifier) conducts patient screening and obtains medical history pertaining to procedures clinical criteria. Explains procedure and instructs patient on necessary requirements needed to provide diagnostic images. Answers questions/screening concerning procedures, medications, etc. for relevant exams. Assists the physician as needed in performing procedures. Ensures that images and records are properly completed with patient identification data and appropriate labeling. Utilizes technical knowledge and skills to perform procedures accurately and in a timely manner in accordance with age specific criteria. Completes exam charges and image documentation in a timely manner. Administers contrast material/medication in the correct dosage, route and observes patients for adverse reactions, within the scope of licensure. Engages in equitable distribution of departmental workloads. Coordinates continuity of patient care to the varying locations. Provides escalation and add on assistance with scheduling modality exams. Available for assistance during scheduled downtime procedures.
- Assists with the implementation of new programs related to modality (software, research, educational). Provide quotes from vendors for operational and/or capital budgets. Identifies supply needs, monitors expiration dates of all supplies and takes appropriate action.
- Participates in departmental Performance Improvement Programs, radiology user groups such as Radiology User Group (RUG), understands ICARE and its relationship to the work environment, attends department and modality meetings satisfactorily. Functions in the department as part of an interdisciplinary team and collaborates in the care and service delivery process of patient care through effective communication with other service lines. Demonstrates conscious effort to be good stewards of hospital resources to ensure Parkland financial goals are met.
Job Accountabilities
- Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.
- Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.
- Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.
#LI-SY1
Requisition ID: 980386
YES (Yield Engineering Systems, Inc.) is a leading manufacturer of reliable, high-tech, cost-effective capital equipment that transforms materials and surfaces at the nanoscale. From startups to the Fortune 50, our customers rely on YES to help them unleash products that change lives – from cellphones and IoT devices, to AI and virtual reality, to diagnostic tests for COVID.
As a preferred provider of wet and dry process technology, we look forward to talking with smart, energetic, team-oriented people who can grow with us. We provide competitive salary and benefits, including employee stock ownership, and some of the best co-workers you'll find anywhere. If this appeals to you, please read on!
Job Title: VP of Service
Location: Fremont, CA (USA) or Hsinchu (Taiwan)
Role Overview
We are looking for a resourceful and commercially oriented VP of Service to develop and lead our service business globally. This position will require direct interactions with key accounts as well as managing others to maximize quality, customer satisfaction and commercial growth consistent with YES's overall business plan.
This position will report to the SVP, Worldwide Sales & BD.
Responsibilities include but are not limited to:
- Develop and implement the overall service delivery and operations plan for the Company's products
- Create and adhere to an Annual Operating Plan with a focus on achieving annual revenue and target margin objectives
- Build a service operations team to deliver high value add service solutions that meet the defined profitability and customer satisfaction levels of the business
- Develop strategic marketing plans for service products
- Refine service offerings and strategies for effective pre-sales engagement which allow company to achieve revenue targets, corporate goals, and objectives
- Drive Customer Satisfaction through operation excellence and data dashboard metrics
- Champion Continuous Improvement Plans (CIP) for reducing escalation durations, time to repair, time to acceptance, and first-time right mentality
- Maintain focus on Voice of the Customer issues and escalate throughout the organization as needed
- Develop and monitor KPI measurements for all support field teams that clearly demonstrate impact and effectiveness
- Direct reporting and supervisory relationship with 2-5 regional service managers\directors
- Drive customer satisfaction program and balanced customer scorecard analysis to continuously improve customer satisfaction
- Assess Service leadership training needs based on performance gaps across the organization
- Provide leadership education and mentoring to both field and HQ management with the help of People & Culture (HR) to achieve customer satisfaction and enhance employee performance
The successful candidate will be highly collaborative, an excellent communicator, and possess an entrepreneurial spirit and drive consistent with a high performing start-up. The ideal candidate will also have the following educational background, work experience & personal qualities:
Qualifications
- Bachelor's Degree in Science (minimum)
- 10+ years of progressive managerial experience in CAPEX semiconductor service management, with process experience in back end of line (BEOL) applications
- Successful experience leading global service organizations
- Proven track record of establishing strong, executive level customer relationships
- History of creating:
- Service models for new products including establishing world class I&W cost ratios
- Service customer satisfaction metrics
- Demonstrated ability to:
- Lead large teams and manage projects by leveraging data and analytics to drive measurable business results
- Communicate (verbal and written) with executive customer representatives
- Experience from start-up or growth company environments preferred
- Ability to interact effectively with multiple departments on cross-functional initiatives and priorities
- Excellent attention to detail, without losing the big picture
- Proven ability to tie strategic thinking to operational execution
- Proactive approach, with high sense of urgency
- Progressive thinker, open-minded
- Ability to travel approximately 30%
Travel Requirements
- Approximately 25% global travel
Compensation
YES offers a stimulating and fun working environment, competitive salaries, performance bonuses, healthcare benefits & company stock.
Additional Information
- Applicants must be currently authorized to work in the United States on a full-time basis.
- YES is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
Come find out why YES is such a great place to work. Apply today!
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
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
