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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

At US Elogistics Service Corp. DBA CIRRO Fulfillment, we're powering global commerce through fast, intelligent, and scalable fulfillment solutions. With a footprint spanning over 28 million ft2 in 30+ countries and advanced tech like Autonomous Mobile Robots (AMRs), we're redefining how brands deliver customer experiences. We're looking for a Customer Success Specialist to join our North American team and drive long-term customer satisfaction, retention, and growth.

What You'll Do

• Own and manage a portfolio of B2B eCommerce clients, acting as their trusted logistics partner.
• Drive onboarding, adoption, and long-term success with CIRRO's fulfillment services.
• Serve as the client advocate internally—aligning with operations, tech, and sales to ensure a seamless experience.
• Analyze fulfillment performance metrics, proactively address challenges, and drive continuous improvement.
• Conduct regular business reviews and maintain clear communication with stakeholders.
• Identify upsell and expansion opportunities that support client growth.

What You'll Need

• 2+ years experience in customer success, account management, warehouse operations or logistics operations (3PL/eCommerce preferred).
• Strong problem-solving skills and the ability to simplify complex logistics topics for clients.
• Excellent communication and relationship-building abilities.
• Experience with logistics platforms, WMS, or order management systems is a plus.
• Bachelor's degree preferred or equivalent experience in logistics, supply chain, or business.

Why CIRRO

• Competitive pay and benefits
• Fast-growing, tech-forward company
• Collaborative, global team culture
• Room for growth in a high-impact role

CIRRO Fulfillment is an equal opportunity employer.

365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare industry is one of the fastest growing sectors in the country and this opportunity puts you in the driver seat of a rapidly expanding company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level!

Qualifications For Client Services Manager (CSM)

High integrity

Positive attitude

Excellent communication skills

Solution-oriented

Eager / Competitive

Ability to thrive and collaborate in a fast-paced environment

Bachelor's Degree, preferred

Primary Duties And Responsibilities

-Develops and executes recruitment strategies to attract, screen and hire quality healthcare professionals who meet the office's immediate and projected needs

Utilizes various recruitment tools and methods to source and attract a pool of qualified and diverse candidates

-Responsible for on-call duties during non-business hours and weekends as needed.

Matches and evaluates candidate skills to client and consumer needs through screening and interviewing

-Completes necessary reference checks on candidate's background and work experience

Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts

-Negotiates salary, terms and conditions of employment with candidates, schedules direct care workers and field staff for initial placement and ongoing assignments

-Manages direct care workers and field staff while on assignment: assesses and investigates direct care worker and field staff concerns and issues, and provides performance coaching, counseling and disciplinary action when appropriate

-Maintains regular contact to and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities

-Ensure client, consumer and referral source expectations are understood and met while addressing and resolving concerns relating to customer service, caregiver or field staff performance

-Documents candidate, direct care worker, field staff and client correspondence and activities within the system of record

-Incorporates direct care worker and field staff retention strategy into daily routine

-Responsible for learning all functionalities and operations of the branch office, Adheres to and promotes company policies and procedures

-Builds and cultivates relationships with industry contacts to gain industry knowledge, referrals, and business development leads

-Ensures confidentiality of all consumer records and personnel files in accordance with agency and HIPAA guidelines

-Ensures all services, functions, and employee practices are in accordance with Affirmative Action policies and laws

-Responsible for ongoing compliance with all current federal, state and local regulations, company policies and procedures, and reimbursement guidelines

-Must possess the personal characteristics of professionalism and commitment to high standards with a strong work ethic, confidence, creativity, innovation, integrity and stability

-Performs other duties as necessary

Benefits

Health Insurance Packages

Paid Time Off

401K

Schedule

Additional Compensation

Weekly Commission

Weekly On-Call Pay

Bonuses

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
7. 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.
8. 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.
9. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
10. 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.

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Job Description

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

Responsibilities:

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

Additional responsibilities of the TL includes:

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

Person Specification

Knowledge/Experience:

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

Competencies/Skills:

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

Skills:

• Flexible (Willingness to work in night shift),
• Knowledge of MS Office
• Positive and flexible attitude
• Attention to detail.
• Customer focused.
• Good Team Player/Strong Interpersonal skills

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!

• 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.

• 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!

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.

Compensation: $80k-$90k annually

Location: Scottsdale, AZ

Workplace Setting: Fully Onsite

ABOUT 10X HEALTH SYSTEM

10X Health System is a pioneering company at the forefront of the health and wellness

industry, dedicated to revolutionizing the way individuals approach their personal health

and well-being. With a philosophy rooted in the principle that optimal health is the

foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and

personalized health plans designed to empower individuals to achieve and maintain

peak physical and mental performance.

The company's comprehensive approach to health combines the latest advances in

medical science, nutrition, fitness, and technology to offer a suite of services that include

state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing

support from a team of world-class health professionals. 10X Health's commitment to

innovation and results has established it as a leader in the health optimization space,

catering to those who strive to push the boundaries of what is possible in their health

journey.

POSITION SUMMARY

The Graphic Designer at 10X Health will be responsible for creating visually compelling and

brand-aligned designs across digital and print media. This role will play a critical part in

establishing and maintaining brand consistency, enhancing user experience, and

supporting marketing initiatives. Working closely with cross-functional teams, the

Graphic Designer will develop engaging creative assets that drive audience engagement

and business growth.

OBJECTIVES

• Develop compelling and on-brand visuals for digital and print media, including

social media graphics, websites, emails, ads, and marketing collateral

• Ensure all designs align with the company’s brand identity, including typography,

color schemes, and visual style across all platforms

• Design with usability in mind, optimizing layouts for readability, conversion, and

audience engagement, especially for web and social content

• Work closely with marketing, product, and content teams to translate ideas into

visual assets that support campaigns, promotions, and product launches

• Keep up with industry trends, new design tools, and emerging technologies to

continuously improve creative output and maintain a competitive edge

COMPETENCIES

• Ability to develop visually compelling graphics that align with 10X Health’s

premium, high-performance brand identity

• Conceptual thinking that translates complex health and wellness messages into

clear, engaging visuals

• Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign) and other

tools like Figma or Canva for social media, digital ads, and marketing collateral

• Experience with motion graphics, video editing (Premiere Pro, After Effects), or 3D

design is a plus

• Strong attention to detail in typography, layout, and color theory to maintain

brand consistency across all touchpoints

• Designs with a focus on conversion and engagement, particularly for landing

pages, paid media, and email campaigns

• Works seamlessly with marketing, product, and content teams to bring

campaigns to life

• Thrives in a high-energy, rapid-turnaround environment without sacrificing

quality

• Stays ahead of design trends, social media best practices, and health/wellness

industry aesthetics

• Open to feedback and quick iteration to improve designs based on performance

data and team input

• Skilled in creating high-converting paid media assets while adhering to platform-

specific guidelines.

• Proven experience in preparing files for both digital and print production with a

strong understanding of file handling standards.

• Expertise in print design, including layout design, typography, and color

management.

• Proficient in designing eye-catching flyers with a focus on color grading, high-

resolution imagery, and proper PDF formatting for both digital and print use.

EDUCATION AND EXPERIENCE

• 3-5 years of experience in graphic design, preferably in a high-growth, fast-paced

marketing environment

• Strong portfolio showcasing brand-aligned creative work across digital and print

media

• Experience designing for health and wellness brands is a plus
• Bachelor’s degree in Graphic Design, Visual Arts, or equivalent experience

PHYSICAL REQUIREMENTS

• Ability to remain in a stationary position (e.g., sitting or standing) for extended

periods.

• Ability to operate a computer and other office equipment (e.g., keyboard, mouse,

telephone, copier).

• Ability to communicate effectively in person and via digital channels (e.g., email,

video conferencing, phone).

• Ability to occasionally move about inside the office or work environment.

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a

multigenerational and multicultural workforce, 10X Health System recognizes that a

diverse staff, reflective of our community, is an integral and welcome part of a successful

and ethical business. We hire local talent at all levels regardless of race, color, religion,

age, national origin, gender, gender identity, sexual orientation, or disability, and actively

foster inclusion in all forms both within our company and across interactions with

clients, candidates, and partners.

If this position caught your eye, send us your resume! For best consideration, include

the job title and source where you found this position in the subject line of your email to

Already a 10X Health candidate? Please connect directly

with your recruiter to discuss this opportunity.