Ofa Client App Login Jobs in Usa
14,728 positions found
Company Description
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
- Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
- Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
- Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
- Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
- Better together:We check our egos at the door. We work together, so we win together.
TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.
Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.
Duties and Responsibilities
Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.
Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.
Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.
Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.
Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.
Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.
Provides product overview and connectsclientwith training and education opportunities.
Qualifications
Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Excellent interpersonal,communications, listening, and presentation skills.
Solid working knowledge of improvementmethodology, best practices, and data analytics
Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.
Ability to work in a fast-paced environment while prioritizing competing client needs.
Obsession with customer experience including follow-up and problem resolution.
Education
Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
The Client Experience Director is a senior, client-centric leader with a strong background in media, marketing and integrated communications. This role is responsible for owning senior client relationships, guiding strategic conversations, and ensuring seamless delivery of complex, multi-channel media and cultural campaigns for Dr. Martens.
The role partners closely with Arena UK leadership and cross-functional teams across planning, investment, analytics, and activation. A strong understanding of media disciplines is essential, alongside exceptional communication, organisational and leadership skills.
This position requires someone who can operate confidently at a global level, connect the dots across markets TAKING Global strategy through to local nuance, and proactively identify opportunities for growth, innovation and added value for both client and agency.
We are looking for someone with:
• Extensive experience in client leadership, account management or client experience roles within media or integrated agencies.
• Strong understanding of media planning, investment, analytics and activation across AV, digital, social, OOH and partnerships.
• Proven ability to manage senior client relationships and complex, multi-market accounts.
• Exceptional communication, organisational and problem-solving skills.
• A strategic, culturally curious mindset with a passion for brands, creativity and innovation.
• Experience working across global or regional client structures is highly advantageous.
Job Description
The position requires someone who is passionate and wants to be at the heart of culture. We need an enthusiastic and pro-active candidate who ideally has previous retail experience, as they will be overseeing Dr Martens across the US and Canada. The role will be working across all media channels, including AV, Social, OOH and media partnerships. Familiarity with insight tools and media planning tools would also be beneficial. There is also a big focus on Search and Affiliates and we are looking for a candidate with experience across these two disciplines, who is as confident having conversations around brand campaign launches, as they are with performance planning. In practice this looks like having a strong working knowledge of the channels and landscape, key developments and being able to confidently and competently liaise with clients and activation specialists.
Due to the nature of our agency and business, the candidate must have brilliant inter-personal skills and be able to multi-task to an exceptional level, with excellent organisational skills. Due to the nature of the role, sitting with the Havas US team, but working into the Arena UK team you will be able to operate autonomously, whilst being connective and collaborative and a team-player. For this specific role you will work with a US based strategist and the wider team of 10 in the UK and always be cognisant of the high level of service to our clients that is expected. The candidate should also be a creative thinker – someone who is willing to put forward smart, innovative and creative ideas to help address our client’s challenges and able to work in partnership with the UK based team to seemingly bring localised excellence to life. Experience working asynchronously, being able to self-start and working with international/ hybrid teams will be beneficial.
Day to day responsibilities
Client Leadership & Strategy
Serve as a senior, trusted client partner for Dr. Martens, building and maintaining strong relationships based on expertise, confidence and credibility.
• Act as the primary client experience lead in New York, while aligning closely with Arena UK and global stakeholders.
• Understand client business objectives deeply and provide strategic guidance that aligns media and cultural activity to brand and commercial goals.
• Demonstrate strong pattern recognition and strategic connectivity, proactively identifying opportunities, risks and solutions across markets and disciplines.
• Stay close to cultural, category and industry headlines, ensuring relevant POVs, insights and competitive intelligence are shared with clients.
Cross Functional Leadership & Delivery
• Ensure internal teams are aligned on client priorities, scopes and expectations, adjusting support and resources as required.
• Lead and oversee the delivery of high-volume, complex media and media technology projects across multiple channels and markets.
• Facilitate seamless integration between Media, Creative, Culture, and specialist teams across the Havas Village.
• Champion best-in-class processes while maintaining flexibility in a fast-paced, dynamic environment.
• Act as a bridge between Arena UK, US teams, and partner agencies to ensure consistency and quality of output.
Operational Excellence
• Own and oversee timelines, SLAs and scopes of work, ensuring projects are delivered on time and to the highest standard.
• Lead internal status meetings and contribute to senior-level client status reporting and presentations.
• Ensure quality control across all outputs, from planning through activation and reporting.
• Support the development and articulation of clear processes, documentation and ways of working across teams.
• Manage work relative to agreed scope and proactively flag opportunities for growth or risk mitigation.
Team & Agency Leadership
• Foster strong collaboration, knowledge sharing and communication across teams and geographies.
• Provide leadership, guidance and mentorship to account and client experience team members.
• Be a team-player who encourages a culture of curiosity, creativity and proactivity—particularly around culture, entertainment and innovation.
• Represent Arena and Havas at relevant industry, cultural and client events.
- Opportunities for travel to Portland, LA and London.
155K
Job Description
The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients and employees: develop & retain staff; coordinate needed support services and solve problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll for assigned security personnel. Provides after-hour emergency response as required.
Essential Functions
* Supervise the day to day security operations of an assigned client site
* Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
* Ensure the client site is provided with high quality security services to protect people and property
* Build, improve and maintain effective relationships with both client and employees
* Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service
Additional Responsibilities
* Ensure all required reporting and contract compliance requirements are met.
* Assure regular communication of issues or program with Client
* Handle any escalated security issues or emergency situations appropriately.
* Other management responsibilities as determined by Client or District Manager.
* Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates.
* Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, annual formal performance evaluations, recognition, etc.)
* Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
* Assure communication of policies, company announcements and job openings
* Meet all contractual scheduled hours with a minimum of unbilled overtime.
* Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Med Security corporate training standards.
* Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff.
* Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists.
* Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction.
* Capably utilize WINTEAM for scheduling and billing, and to produce reports (such as Scheduling Activity, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
* Enforce Med Security policies as outlined in the handbooks, executive memos and on the portal.
Qualifications
* Four-year degree in Criminal Justice, Business Administration or related field
* Previous Contract Security, facilities management, military or law enforcement experience
* At least 2 years of business management/operations/supervisory experience (depending on size/scope of client).
* Ability to develop and grow customer relationships.
* Experience in hiring, developing, motivating and retaining quality staff.
* Outstanding interpersonal and communications skills required.
* Ability to work in a team-oriented management environment with the ability to work independently.
* Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.
* Previous payroll, billing and scheduling experience preferred.
* Ability to work in a team-oriented management environment while having an entrepreneurial attitude.
* Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results.
* Ability to operate WINTEAM
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
This position will be based in our NYC office (hybrid).
The position provides client accounting analysis and estimation, tracking, and accurate reporting of unbilled legal expenses (accruals) and collaboration with legal business services professionals to meet reporting deadlines.
Coordinates client accrual requests end-to-end.
Prepares/forwards accrual requests, runs the relevant unbilled/accrual data, and compiles for distribution.
Validates and reconciles matter/billing details across E-Billing platforms and Aderant to ensure accurate routing.
Maintains accrual request administration and distribution controls for deadlines and formatting as required by client.
Oversees matter cleanup and resolves missing/unclear matter identifiers to ensure complete and accurate accrual reporting.
Coordinates follow-ups, handles accrual exceptions and applies documented special routing requirements for specific partners/clients.
Navigates various E-Billing platforms.
Clearly communicates and responds to inquiries and requests made by clients, attorneys, and business services professionals.
Coordinates Client Accounting efforts on AR & Unbilled outstanding balances in collaboration with billing, secretarial, and other Firm business services professionals.
Research A/R & Unbilled balances for Firm wide clients.
Documents meetings/discussions with billers, partners and clients for actions and/or later follow-up.
Communicates issues and escalate as needed.
Interacts daily with the E-Billing, Billing & Collection teams.
Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
Maintains complete and up-to-date files for each partner and/or client.
Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
Manages Firm resources responsibly.
Complies with and understand Firm operation, policies, and procedures.
Performs other related duties as assigned.
Qualifications Experience with Aderant, Bill Blast and client eBilling platforms (e.g., CounselLink, Legal Tracker, Collaborati).
Proficiency in Microsoft Office, especially Excel (e.g., pivot tables, v-lookups), with the ability to learn new software and operating systems.
Demonstrates excellent interpersonal, written, and verbal communication skills.
Highly organized with strong attention to detail and the ability to manage competing deadlines.
Ability to handle sensitive client matters with professionalism and discretion.
Ability to organize and prioritize work.
Ability to work well in a demanding and fast-paced environment.
Ability to handle multiple projects and shifting priorities.
Education and Experience Bachelor's degree Minimum of three years of Billing or Collections experience in a law firm or professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details $75,000
- $85,000
Company Description
Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
Better together:We check our egos at the door. We work together, so we win together.
The Client Support Specialist is a client facing position. The Specialist I operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With knowledge in PG applications and business procedures, they are responsible for gathering client specific requirements to configure platforms for surveying.
The Client Support Specialist should feel comfortable explaining complex topics and conceptualizing how various solutions work in a variety of use cases. The right candidate for this role will have an analytical approach and be able to match solutions for unique client business needs. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.
Duties and Responsibilities- Work within the Client Support team to address client data, surveying, and reporting requests
- Facilitate the integration of business owner needs, and translate operational needs and workflow into system specifications and configuration requirements
- Capture client requirements to appropriately configure products to meet client needs
- Offer clients best practice workflow design and associated application configurations
- Use tools to configure, test and validate all patient experience products
- Responsible for client support throughout the implementation or on-going support cycle
- Prioritize workload and manage timelines to meet client target dates for projects and implementations
- Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
- Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed
- 1-2 years of relevant experience in information technology, health care, client facing project management or operations role
- Experience working at or working with health systems
- Excellent written and verbal communication skills are required
- Excellent analytical, organization and problem-solving skills
- Strong attention to detail
- Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
- Ability to handle stressful situations
- A bachelor's degree in economics, computer science, or a related field is required.
Could require work beyond regular business hours.
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $50,000 to $54,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
Company Description
Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.
Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.
Our Mission:
We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.
Our Values:
To put Human Experience at the heart of organizations so every person can be seen and understood.
Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
Better together:We check our egos at the door. We work together, so we win together.
This position will have a hybrid schedule to our South Bend, IN location Tuesday through Thursday and Monday and Friday working from home.
The Manager, Client Support is responsible for leading a support team to deliver outstanding client experiences through onboarding, system configuration, data handling, and ongoing support. This role ensures that client accounts are set up to specifications, routine support requests are resolved quickly and effectively, and team members are resourced and coached for success.
The Manager will act as a leader and problem solver, providing direction, escalation support, and oversight to ensure services are delivered on time, error-free, and aligned with contractual agreements. This role requires fostering strong cross-functional collaboration, maintaining high levels of customer satisfaction, and driving operational improvements within the support function.
Duties and Responsibilities
- Lead and oversee the daily operations of the client support team, ensuring delivery of exceptional service.
- Serve as an escalation point for client support issues, troubleshooting and facilitating service recovery as needed.
- Monitor workload and assign clients/projects to balance caseloads across team members, ensuring optimal utilization and expertise alignment.
- Provide direct leadership, coaching, career development, and performance management for support team members.
- Partner with market and business leaders to prioritize work, address client needs proactively, and maintain high client satisfaction.
- Ensure accounts are configured to client specifications and onboarding experiences are seamless.
- Continuously identify and implement process improvements to increase efficiency and quality in service delivery.
- Foster strong communication and collaboration with cross-functional departments to align with corporate goals and initiatives.
- Contribute to department and organizational goals, ensuring alignment with overall company strategy. Responsible for cascading the department and corporate goals and holding direct reports accountable to those goals. objectives.
Qualifications
- 5-10 years of experience in healthcare support, healthcare delivery, or client-facing roles within a related field.
- Familiarity with healthcare environments, including healthcare regulatory survey operations and survey tools/processes.
- Strong understanding of system configuration, data workflows, and support operations.
- Demonstrated project management skills with the ability to manage multiple priorities in a fast-paced environment.
- Proven leadership experience with the ability to coach, develop, and motivate a team.
- Excellent communication, presentation, listening, and interpersonal skills.
- Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
- Commitment to delivering an exceptional client experience, including ownership of follow-up and issue resolution.
- Knowledgeable of all Microsoft Office Suite, Survey Design tools, Salesforce, Power BI, and Wrike will be a plus.
Education
- Bachelor's degree and5+years of relevant experience
Special Working Conditions
Flexible to work between the hours of 8AM ET and 5PM ET with adjustments based on business needs.
Special Physical Requirements
- Requires close visual acuity for computer work and reading.
- Physical activity includes crouching, reaching, walking, talking, hearing, and repetitive motion of hands, wrists, and fingers.
- Sedentary role with extended periods of sitting.
Direct Reports
Client Support Team Members
Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Additional Information for US based jobs:
Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.
Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
The expected base salary for this position ranges from $81,000 to $136,000 annually. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.
All your information will be kept confidential according to EEO guidelines.
Our privacy policy can be found here:legal-privacy/
The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.
The Day-to-Day:
* Manage the on-boarding of new institutional segregated and fund accounts
* Subject matter expert as it relates to international institutional funds and separately managed accounts
* Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
* Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
* Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
* Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
* Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
* Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
* Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
* Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
* Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management
Your Qualifications:
* Bachelor's degree or equivalent combination of education and experience required
* Experience in institutional financial Operations/Onboarding required (5+ years)
* Experience with fund sub-distributor and/or database platform support preferred
* Highly developed qualitative and/or quantitative skills required
* Excellent project management skills and experience
* Excellent verbal and written communication skills
* Ability to adapt to changes in a fast paced, team environment
* Ability to prioritize workload and manage time across various tasks
* Proficient in Microsoft Office software
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
